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Assessment - Insurances - 18/05/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	18/05/20	⇓ Δwk	17/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	203.426		272.606	-69.180	-25.38	USD	-16.54
		Admiral Group	2,698.000	12/08/24	0.86	2,290.000		2,313.000	-23.000	-0.99	GBP	5.76
		Aegon	5.562	12/08/24	0.22	2.250		3.861	-1.611	-41.72	EUR	-34.26
		Ageas	42.380	12/08/24	0.33	31.140		52.920	-21.780	-41.16	EUR	-30.14
	L	AIA	51.900	12/08/24	-1.33	68.300		81.000	-12.700	-15.68	HKD	-11.22
		Allianz	255.900	12/08/24		153.860		232.000	-78.140	-33.68	EUR	-22.41
		AIG	71.610	12/08/24	-0.62	28.450		48.480	-20.030	-41.32	USD	-33.95
		ASR	43.850	12/08/24	0.46	23.550		37.660	-14.110	-37.47	EUR	-23.48
		Aviva	484.200	12/08/24	0.35	241.100		412.800	-171.700	-41.59	GBP	-32.87
		Axa	32.350	12/08/24	-0.77	15.520		25.500	-9.980	-39.14	EUR	-26.82
		Beazley	732.000	12/08/24	1.24	331.400		574.000	-242.600	-42.26	GBP	-35.97
		Berkshire Hathaway	430.390	12/08/24	-0.30	175.460		226.800	-51.340	-22.64	USD	-14.89
	L	China Life	29.490	12/08/24	0.44	26.800		31.440	-4.640	-14.76	CNY	-9.57
	L	China Life Ins HK	10.380	12/08/24	0.58	14.840		19.480	-4.640	-23.82	HKD	-20.14
	L	China Pacific Ins	27.390	12/08/24	0.22	28.590		34.240	-5.650	-16.50	CNY	-16.81
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,233.000		1,670.000	-437.000	-26.17	JPY	-20.81
		FBD	12.900	12/08/24	0.39	7.000		8.980	-1.980	-22.05	EUR	-15.82
		Generali	22.450	12/08/24	1.35	12.415		18.775	-6.360	-33.87	EUR	-23.22
	L	Glanbia	18.110	12/08/24	0.50	9.570		10.050	-0.480	-4.78	EUR	-12.92
		Hannover Rück	227.400	12/08/24	5.23	137.400		191.500	-54.100	-28.25	EUR	-8.52
		HDFC Life	702.450	12/08/24	0.01	469.350		565.900	-96.550	-17.06	INR	-9.56
		Hiscox	1,189.000	12/08/24	1.89	709.600		1,340.000	-630.400	-47.04	GBP	-45.97
		Insurance Australia	7.160	12/08/24	0.56	5.440		6.780	-1.340	-19.76	AUD	-25.74
	S	Legal & General	225.600	12/08/24	0.53	192.300		317.500	-125.200	-39.43	GBP	-22.96
		Lowe´s	231.070	12/08/24	-2.02	116.730		125.420	-8.690	-6.93	USD	10.64
		instrument	freshest		⇓ Δday	18/05/20	⇓ Δwk	17/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	15.740		26.110	-10.370	-39.72	CAD	-29.50
		Mapfre	2.134	12/08/24		1.574		2.388	-0.814	-34.09	EUR	-29.65
		Medibank Private	3.880	12/08/24	0.52	2.870		3.050	-0.180	-5.90	AUD	-9.30
		MetLife	69.850	12/08/24	-0.40	33.420		52.280	-18.860	-36.07	USD	-23.53
	S	Molina Healthcare	337.670	12/08/24	-0.15	173.750		144.990	28.760	19.84	USD	30.48
		MS&AD Insurance	3,013.000	9/08/24	-0.50	960.330		1,247.330	-287.000	-23.01	JPY	-15.49
	L	Münchener Rück	439.200	12/08/24	1.01	191.250		282.600	-91.350	-32.32	EUR	-15.76
		NN	44.660	12/08/24	0.74	25.190		37.000	-11.810	-31.92	EUR	-19.23
		Phoenix	538.000	12/08/24	0.47	597.600		795.800	-198.200	-24.91	GBP	-11.50
	L	Ping An	33.650	12/08/24	0.45	77.200		91.750	-14.550	-15.86	HKD	-12.37
	L	Ping An Ins	40.620	12/08/24	0.02	72.200		82.390	-10.190	-12.37	CNY	-12.27
		Prudential	635.400	12/08/24	0.41	1,110.000		1,493.500	-383.500	-25.68	GBP	-17.01
	L	QBE Insurance	16.190	12/08/24	0.87	7.550		14.760	-7.210	-48.85	AUD	-34.41
		Quálitas	164.740	12/08/24	-2.49	91.400		96.510	-5.110	-5.29	MXN	29.68
		Sampo	40.490	12/08/24	0.40	28.990		41.480	-12.490	-30.11	EUR	-18.22
		Samsung F&M Ins	354,500.000	12/08/24	1.00	196,500.000		211,500.000	-15,000.000	-7.09	KRW	-11.24
		Samsung Life	89,700.000	12/08/24	-0.33	44,400.000		67,900.000	-23,500.000	-34.61	KRW	-32.01
		SBI Life	1,705.000	12/08/24	-1.17	700.750		914.400	-213.650	-23.37	INR	-13.85
	S	Scor	17.130	12/08/24	1.06	24.260		36.990	-12.730	-34.41	EUR	-26.41
		Sompo	2,958.500	9/08/24	0.02	1,039.330		1,444.000	-404.670	-28.02	JPY	-23.32
	L	Storebrand	106.000	12/08/24	0.38	45.470		69.700	-24.230	-34.76	NOK	-20.92
	S	Sun Life Financial	65.940	12/08/24	-0.11	45.440		66.440	-21.000	-31.61	CAD	-16.73
		Swiss Life	652.200	12/08/24	0.62	322.100		518.800	-196.700	-37.91	CHF	-26.87
		Swiss Re	104.000	12/08/24	0.10	62.960		115.700	-52.740	-45.58	CHF	-32.75
		instrument	freshest		⇓ Δday	18/05/20	⇓ Δwk	17/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	30.180		48.080	-17.900	-37.23	EUR	-20.95
		Travelers Companies	209.730	12/08/24	-1.29	95.300		137.760	-42.460	-30.82	USD	-27.04
		Tryg	148.600	12/08/24	0.61	179.300		206.400	-27.100	-13.13	DKK	-7.97
		Uniqa	7.680	12/08/24	0.26	6.020		9.770	-3.750	-38.38	EUR	-25.35
	S	UnitedHealth	565.290	12/08/24	1.17	293.360		298.780	-5.420	-1.81	USD	14.42
		Vienna Insurance	29.800	12/08/24	1.36	18.680		24.900	-6.220	-24.98	EUR	-15.98
	L	Zurich Insurance	464.700	12/08/24	0.85	289.200		437.700	-148.500	-33.93	CHF	-18.67
	L	DFV	6.200	12/08/24	-0.80	17.520		19.216	-1.696	-8.83	EUR	35.25
Insurances - 56 out of 57 instruments rated - 18/05/20 / 17/02/20 - 1 did rise, Market-Ratio(13) = 1.79 %

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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