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Assessment - Insurances - 2/09/19 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	2/09/19	⇓ Δwk	3/06/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	243.925		249.502	-5.577	-2.24	USD	-1.62
		Admiral Group	2,698.000	12/08/24	0.86	2,161.000		2,066.000	95.000	4.60	GBP	2.85
		Aegon	5.562	12/08/24	0.22	3.449		4.030	-0.581	-14.42	EUR	-24.53
		Ageas	42.380	12/08/24	0.33	48.750		43.300	5.450	12.59	EUR	10.81
	L	AIA	51.900	12/08/24	-1.33	75.150		72.450	2.700	3.73	HKD	4.49
		Allianz	255.900	12/08/24		201.550		199.160	2.390	1.20	EUR	3.63
		AIG	71.610	12/08/24	-0.62	52.040		52.710	-0.670	-1.27	USD	11.07
		ASR	43.850	12/08/24	0.46	30.600		33.450	-2.850	-8.52	EUR	-17.41
		Aviva	484.200	12/08/24	0.35	355.700		403.100	-47.400	-11.76	GBP	-14.69
		Axa	32.350	12/08/24	-0.77	20.990		21.800	-0.810	-3.72	EUR	-4.05
		Beazley	732.000	12/08/24	1.24	577.500		553.500	24.000	4.34	GBP	6.31
		Berkshire Hathaway	430.390	12/08/24	-0.30	203.410		198.560	4.850	2.44	USD	-1.47
	L	China Life	29.490	12/08/24	0.44	28.930		26.210	2.720	10.38	CNY	16.46
	L	China Life Ins HK	10.380	12/08/24	0.58	18.160		18.180	-0.020	-0.11	HKD	-2.38
	L	China Pacific Ins	27.390	12/08/24	0.22	37.680		34.710	2.970	8.56	CNY	11.93
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,454.500		1,557.000	-102.500	-6.58	JPY	-17.11
		FBD	12.900	12/08/24	0.39	9.040		8.780	0.260	2.96	EUR	-1.40
		Generali	22.450	12/08/24	1.35	16.505		15.680	0.825	5.26	EUR	5.97
	L	Glanbia	18.110	12/08/24	0.50	9.970		15.100	-5.130	-33.97	EUR	-34.83
		Hannover Rück	227.400	12/08/24	5.23	146.800		135.200	11.600	8.58	EUR	14.11
		HDFC Life	702.450	12/08/24	0.01	536.750		444.000	92.750	20.89	INR	32.03
		Hiscox	1,189.000	12/08/24	1.89	1,559.000		1,620.000	-61.000	-3.77	GBP	-3.66
		Insurance Australia	7.160	12/08/24	0.56	8.050		7.500	0.550	7.33	AUD	6.70
	S	Legal & General	225.600	12/08/24	0.53	223.500		255.200	-31.700	-12.42	GBP	-13.38
		Lowe´s	231.070	12/08/24	-2.02	112.200		93.840	18.360	19.57	USD	10.80
		instrument	freshest		⇓ Δday	2/09/19	⇓ Δwk	3/06/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	22.090		22.820	-0.730	-3.20	CAD	-0.79
		Mapfre	2.134	12/08/24		2.392		2.608	-0.216	-8.28	EUR	-5.63
		Medibank Private	3.880	12/08/24	0.52	3.620		3.250	0.370	11.38	AUD	25.01
		MetLife	69.850	12/08/24	-0.40	44.300		47.060	-2.760	-5.86	USD	-2.16
	S	Molina Healthcare	337.670	12/08/24	-0.15	130.280		145.130	-14.850	-10.23	USD	-2.77
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,129.000		1,145.670	-16.670	-1.46	JPY	-0.67
	L	Münchener Rück	439.200	12/08/24	1.01	220.500		217.100	3.400	1.57	EUR	8.46
		NN	44.660	12/08/24	0.74	30.280		34.180	-3.900	-11.41	EUR	-16.71
		Phoenix	538.000	12/08/24	0.47	647.000		665.000	-18.000	-2.71	GBP	-0.95
	L	Ping An	33.650	12/08/24	0.45	90.200		86.550	3.650	4.22	HKD	10.51
	L	Ping An Ins	40.620	12/08/24	0.02	88.500		79.250	9.250	11.67	CNY	24.38
		Prudential	635.400	12/08/24	0.41	1,371.500		1,554.000	-182.500	-11.74	GBP	-13.33
	L	QBE Insurance	16.190	12/08/24	0.87	12.420		11.280	1.140	10.11	AUD	7.16
		Quálitas	164.740	12/08/24	-2.49	66.420		51.980	14.440	27.78	MXN	36.64
		Sampo	40.490	12/08/24	0.40	36.010		38.660	-2.650	-6.85	EUR	-11.05
		Samsung F&M Ins	354,500.000	12/08/24	1.00	227,000.000		278,500.000	-51,500.000	-18.49	KRW	-17.86
		Samsung Life	89,700.000	12/08/24	-0.33	68,300.000		83,000.000	-14,700.000	-17.71	KRW	-19.28
		SBI Life	1,705.000	12/08/24	-1.17	811.200		695.600	115.600	16.62	INR	28.56
	S	Scor	17.130	12/08/24	1.06	36.830		36.770	0.060	0.16	EUR	-5.56
		Sompo	2,958.500	9/08/24	0.02	1,423.670		1,380.670	43.000	3.11	JPY	0.33
	L	Storebrand	106.000	12/08/24	0.38	51.840		63.160	-11.320	-17.92	NOK	-21.34
	S	Sun Life Financial	65.940	12/08/24	-0.11	54.570		52.810	1.760	3.33	CAD	7.75
		Swiss Life	652.200	12/08/24	0.62	469.200		455.900	13.300	2.92	CHF	11.86
		Swiss Re	104.000	12/08/24	0.10	96.560		95.180	1.380	1.45	CHF	2.46
		instrument	freshest		⇓ Δday	2/09/19	⇓ Δwk	3/06/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	37.720		35.760	1.960	5.48	EUR	11.26
		Travelers Companies	209.730	12/08/24	-1.29	146.960		146.790	0.170	0.12	USD	9.58
		Tryg	148.600	12/08/24	0.61	203.200		210.000	-6.800	-3.24	DKK	13.02
		Uniqa	7.680	12/08/24	0.26	8.140		7.910	0.230	2.91	EUR	-3.09
	S	UnitedHealth	565.290	12/08/24	1.17	234.000		236.560	-2.560	-1.08	USD	-7.27
		Vienna Insurance	29.800	12/08/24	1.36	22.250		21.700	0.550	2.53	EUR	-2.37
	L	Zurich Insurance	464.700	12/08/24	0.85	354.600		325.500	29.100	8.94	CHF	11.08
	L	DFV	6.200	12/08/24	-0.80	10.876		11.550	-0.674	-5.84	EUR	-na-
Insurances - 56 out of 57 instruments rated - 2/09/19 / 3/06/19 - 31 did rise, Market-Ratio(13) = 55.36 %

Technical Chart

	Insurances RS = 13 - B/S = 49/16

3/01/22	scale up chart	1/07/24

Transactions Insurances * A13 - 49/16 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		7/08/06	217		- cash -
short	7/08/06	21/08/06	14		Glanbia	100	4,694	EUR	2.130	2.267	1.993	-0.137	-6	9,357	-82
long	21/08/06	7/01/08	504		China Life Ins HK	100	701	HKD	13.330	37.600		24.270	182	26,370	112
short	7/01/08	21/04/08	105		Storebrand	100	556	NOK	47.400	42.950	52.311	4.911	10	29,101	41
long	21/04/08	30/06/08	70		Glanbia	100	5,855	EUR	4.970	4.820		-0.150	-3	28,223	-15
short	30/06/08	26/01/09	210		AIG	100	53	USD	529.200	25.200	11,113.200	10,584.000	2,000	589,175	19,767
long	26/01/09	14/06/10	504		Admiral Group	100	64,390	GBP	9.150	13.750		4.600	50	885,369	34
short	14/06/10	23/08/10	70		UnipolSai	100	74,809	EUR	11.835	10.585	13.233	1.398	12	989,922	79
long	23/08/10	20/06/11	301		Admiral Group	100	67,022	GBP	14.770	16.750		1.980	13	1,122,625	16
short	20/06/11	7/11/11	140		UnipolSai	100	173,646	EUR	6.465	3.629	11.517	5.052	78	1,999,937	351
long	7/11/11	24/08/15	1386		Glanbia	100	437,144	EUR	4.575	17.150		12.575	275	7,497,023	42
short	24/08/15	23/11/15	91		FBD	100	1,387,823	EUR	5.402	6.706	4.098	-1.304	-24	5,687,301	-67
long	23/11/15	25/01/16	63		NN	100	174,725	EUR	32.550	31.080		-1.470	-5	5,430,456	-23
short	25/01/16	18/04/16	84		Delta Lloyd	100	1,083,706	EUR	5.011	4.530	5.543	0.532	11	6,007,096	55
long	18/04/16	27/06/16	70		Medibank Private	100	1,963,103	AUD	3.060	2.940		-0.120	-4	5,771,523	-19
short	27/06/16	8/08/16	42		Delta Lloyd	100	1,827,009	EUR	3.159	3.293	3.025	-0.134	-4	5,526,704	-31
long	8/08/16	17/12/18	861		Admiral Group	100	248,950	GBP	22.200	19.595		-2.605	-12	4,878,189	-5
short	17/12/18	28/01/19	42		AMP	100	2,067,029	AUD	2.360	2.340	2.380	0.020	1	4,919,943	8
long	28/01/19	2/03/20	399		Molina Healthcare	100	36,141	USD	136.130	127.320		-8.810	-6	4,601,541	-6
short	2/03/20	8/06/20	98		Hanwha Life	100	2,858,100	KRW	1.610	1.670	1.550	-0.060	-4	4,430,055	-13
long	8/06/20	9/05/22	700		DFV	100	251,621	EUR	17.606	11.640		-5.966	-34	2,928,884	-19
short	9/05/22	6/06/22	28		Prudential	100	332,449	GBP	8.810	10.635	6.985	-1.825	-21	2,322,165	-95
long	6/06/22	18/07/22	42		Sompo	100	115,703	JPY	20.070	19.623		-0.447	-2	2,270,480	-18
short	18/07/22	12/09/22	56		Admiral Group	100	130,637	GBP	17.380	22.710	12.050	-5.330	-31	1,574,185	-91
long	12/09/22	12/08/24	700		Molina Healthcare	100	4,505	USD	349.360	337.670		-11.690	-3	1,521,522	-2
accum	7/08/06	12/08/24	7386	days out of 7603 invested (97%)								15,115		1,521,522	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	30/06/08	26/01/09	210	529.20	25.20	11,113.20	10,584.00	2,000.00	2,000.00
Glanbia	short	7/08/06	21/08/06	14	2.13	2.27	1.99	-0.14	-6.43
	long	21/04/08	30/06/08	70	4.97	4.82		-0.15	-3.02
	long	7/11/11	24/08/15	1386	4.58	17.15		12.58	274.86	240.17
China Life Ins HK	long	21/08/06	7/01/08	504	13.33	37.60		24.27	182.07	182.07
UnipolSai	short	14/06/10	23/08/10	70	11.84	10.59	13.23	1.40	11.81
	short	20/06/11	7/11/11	140	6.47	3.63	11.52	5.05	78.15	99.19
Storebrand	short	7/01/08	21/04/08	105	47.40	42.95	52.31	4.91	10.36	10.36
Delta Lloyd	short	25/01/16	18/04/16	84	5.01	4.53	5.54	0.53	10.62
	short	27/06/16	8/08/16	42	3.16	3.29	3.03	-0.13	-4.24	5.93
Admiral Group	long	26/01/09	14/06/10	504	9.15	13.75		4.60	50.27
	long	23/08/10	20/06/11	301	14.77	16.75		1.98	13.41
	long	8/08/16	17/12/18	861	22.20	19.60		-2.61	-11.73
	short	18/07/22	12/09/22	56	17.38	22.71	12.05	-5.33	-30.67	4.29
AMP	short	17/12/18	28/01/19	42	2.36	2.34	2.38	0.02	0.86	0.86
Sompo	long	6/06/22	18/07/22	42	20.07	19.62		-0.45	-2.23	-2.23
Hanwha Life	short	2/03/20	8/06/20	98	1.61	1.67	1.55	-0.06	-3.73	-3.73
Medibank Private	long	18/04/16	27/06/16	70	3.06	2.94		-0.12	-3.92	-3.92
NN	long	23/11/15	25/01/16	63	32.55	31.08		-1.47	-4.52	-4.52
Molina Healthcare	long	28/01/19	2/03/20	399	136.13	127.32		-8.81	-6.47
	long	12/09/22	12/08/24	700	349.36	337.67		-11.69	-3.35	-9.60
Prudential	short	9/05/22	6/06/22	28	8.81	10.64	6.99	-1.83	-20.72	-20.72
FBD	short	24/08/15	23/11/15	91	5.40	6.71	4.10	-1.30	-24.14	-24.14
DFV	long	8/06/20	9/05/22	700	17.61	11.64		-5.97	-33.89	-33.89

Annotations

28/03/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
25/08/15	NN	recording started
27/07/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
18/05/15	Tryg	forward stock split 1:5 (five for one)
12/03/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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