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Assessment - Insurances - 25/05/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	24/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	204.333		259.778	-55.445	-21.34	USD	-15.78
		Admiral Group	2,698.000	12/08/24	0.86	2,286.000		2,262.000	24.000	1.06	GBP	5.37
		Aegon	5.562	12/08/24	0.22	2.241		3.520	-1.279	-36.34	EUR	-33.62
		Ageas	42.380	12/08/24	0.33	29.990		45.850	-15.860	-34.59	EUR	-32.13
	L	AIA	51.900	12/08/24	-1.33	63.000		77.350	-14.350	-18.55	HKD	-17.91
		Allianz	255.900	12/08/24		159.340		222.750	-63.410	-28.47	EUR	-19.17
		AIG	71.610	12/08/24	-0.62	28.890		45.700	-16.810	-36.78	USD	-32.04
		ASR	43.850	12/08/24	0.46	23.800		34.500	-10.700	-31.01	EUR	-21.99
		Aviva	484.200	12/08/24	0.35	236.100		389.500	-153.400	-39.38	GBP	-33.47
		Axa	32.350	12/08/24	-0.77	15.192		23.345	-8.153	-34.92	EUR	-27.79
		Beazley	732.000	12/08/24	1.24	375.000		562.500	-187.500	-33.33	GBP	-26.65
		Berkshire Hathaway	430.390	12/08/24	-0.30	174.930		221.690	-46.760	-21.09	USD	-14.89
	L	China Life	29.490	12/08/24	0.44	25.320		31.640	-6.320	-19.97	CNY	-14.65
	L	China Life Ins HK	10.380	12/08/24	0.58	14.060		18.800	-4.740	-25.21	HKD	-23.99
	L	China Pacific Ins	27.390	12/08/24	0.22	27.490		33.750	-6.260	-18.55	CNY	-19.78
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,230.000		1,644.000	-414.000	-25.18	JPY	-20.57
		FBD	12.900	12/08/24	0.39	6.900		8.880	-1.980	-22.30	EUR	-16.61
		Generali	22.450	12/08/24	1.35	12.130		17.435	-5.305	-30.43	EUR	-24.53
	L	Glanbia	18.110	12/08/24	0.50	9.745		10.470	-0.725	-6.92	EUR	-10.57
		Hannover Rück	227.400	12/08/24	5.23	142.500		181.300	-38.800	-21.40	EUR	-5.16
		HDFC Life	702.450	12/08/24	0.01	507.450		560.800	-53.350	-9.51	INR	-2.60
		Hiscox	1,189.000	12/08/24	1.89	716.400		1,298.000	-581.600	-44.81	GBP	-44.34
		Insurance Australia	7.160	12/08/24	0.56	5.620		6.670	-1.050	-15.74	AUD	-22.64
	S	Legal & General	225.600	12/08/24	0.53	188.950		300.800	-111.850	-37.18	GBP	-23.75
		Lowe´s	231.070	12/08/24	-2.02	122.250		122.910	-0.660	-0.54	USD	15.74
		instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	24/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	16.270		23.900	-7.630	-31.92	CAD	-26.48
		Mapfre	2.134	12/08/24		1.545		2.254	-0.709	-31.46	EUR	-30.18
		Medibank Private	3.880	12/08/24	0.52	2.810		2.900	-0.090	-3.10	AUD	-11.00
		MetLife	69.850	12/08/24	-0.40	33.340		49.380	-16.040	-32.48	USD	-23.14
	S	Molina Healthcare	337.670	12/08/24	-0.15	182.210		138.210	44.000	31.84	USD	36.15
		MS&AD Insurance	3,013.000	9/08/24	-0.50	991.000		1,249.330	-258.330	-20.68	JPY	-12.46
	L	Münchener Rück	439.200	12/08/24	1.01	198.000		263.200	-65.200	-24.77	EUR	-12.55
		NN	44.660	12/08/24	0.74	26.250		34.860	-8.610	-24.70	EUR	-15.20
		Phoenix	538.000	12/08/24	0.47	625.000		767.000	-142.000	-18.51	GBP	-7.19
	L	Ping An	33.650	12/08/24	0.45	75.450		88.650	-13.200	-14.89	HKD	-14.18
	L	Ping An Ins	40.620	12/08/24	0.02	70.030		80.720	-10.690	-13.24	CNY	-14.77
		Prudential	635.400	12/08/24	0.41	1,011.000		1,420.500	-409.500	-28.83	GBP	-23.85
	L	QBE Insurance	16.190	12/08/24	0.87	8.180		14.790	-6.610	-44.69	AUD	-28.09
		Quálitas	164.740	12/08/24	-2.49	91.730		92.480	-0.750	-0.81	MXN	28.58
		Sampo	40.490	12/08/24	0.40	29.940		39.250	-9.310	-23.72	EUR	-15.02
		Samsung F&M Ins	354,500.000	12/08/24	1.00	192,500.000		202,500.000	-10,000.000	-4.94	KRW	-12.50
		Samsung Life	89,700.000	12/08/24	-0.33	44,850.000		61,700.000	-16,850.000	-27.31	KRW	-30.45
		SBI Life	1,705.000	12/08/24	-1.17	754.450		916.600	-162.150	-17.69	INR	-7.43
	S	Scor	17.130	12/08/24	1.06	24.280		35.540	-11.260	-31.68	EUR	-25.70
		Sompo	2,958.500	9/08/24	0.02	1,159.670		1,462.330	-302.660	-20.70	JPY	-13.92
	L	Storebrand	106.000	12/08/24	0.38	46.800		65.800	-19.000	-28.88	NOK	-17.97
	S	Sun Life Financial	65.940	12/08/24	-0.11	47.170		63.600	-16.430	-25.83	CAD	-13.27
		Swiss Life	652.200	12/08/24	0.62	322.200		485.200	-163.000	-33.59	CHF	-26.27
		Swiss Re	104.000	12/08/24	0.10	63.080		100.450	-37.370	-37.20	CHF	-31.98
		instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	24/02/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	31.220		45.160	-13.940	-30.87	EUR	-17.89
		Travelers Companies	209.730	12/08/24	-1.29	100.100		134.120	-34.020	-25.37	USD	-22.64
		Tryg	148.600	12/08/24	0.61	185.800		201.000	-15.200	-7.56	DKK	-4.35
		Uniqa	7.680	12/08/24	0.26	5.990		8.910	-2.920	-32.77	EUR	-25.11
	S	UnitedHealth	565.290	12/08/24	1.17	289.940		277.790	12.150	4.37	USD	12.72
		Vienna Insurance	29.800	12/08/24	1.36	18.260		23.800	-5.540	-23.28	EUR	-17.46
	L	Zurich Insurance	464.700	12/08/24	0.85	292.900		413.300	-120.400	-29.13	CHF	-17.41
	L	DFV	6.200	12/08/24	-0.80	17.758		18.348	-0.590	-3.22	EUR	35.69
Insurances - 56 out of 57 instruments rated - 25/05/20 / 24/02/20 - 3 did rise, Market-Ratio(13) = 5.36 %

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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