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Assessment - Insurances - 17/08/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/05/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	235.904		203.426	32.478	15.97	USD	0.38
		Admiral Group	2,698.000	12/08/24	0.86	2,712.000		2,290.000	422.000	18.43	GBP	22.75
		Aegon	5.562	12/08/24	0.22	2.440		2.250	0.190	8.44	EUR	-19.66
		Ageas	42.380	12/08/24	0.33	37.630		31.140	6.490	20.84	EUR	-7.38
	L	AIA	51.900	12/08/24	-1.33	75.250		68.300	6.950	10.18	HKD	0.71
		Allianz	255.900	12/08/24		180.720		153.860	26.860	17.46	EUR	-5.01
		AIG	71.610	12/08/24	-0.62	29.960		28.450	1.510	5.31	USD	-20.42
		ASR	43.850	12/08/24	0.46	30.010		23.550	6.460	27.43	EUR	3.71
		Aviva	484.200	12/08/24	0.35	289.100		241.100	48.000	19.91	GBP	-10.58
		Axa	32.350	12/08/24	-0.77	17.348		15.520	1.828	11.78	EUR	-12.71
		Beazley	732.000	12/08/24	1.24	429.200		331.400	97.800	29.51	GBP	-9.98
		Berkshire Hathaway	430.390	12/08/24	-0.30	206.780		175.460	31.320	17.85	USD	2.81
	L	China Life	29.490	12/08/24	0.44	47.110		26.800	20.310	75.78	CNY	54.65
	L	China Life Ins HK	10.380	12/08/24	0.58	20.150		14.840	5.310	35.78	HKD	12.03
	L	China Pacific Ins	27.390	12/08/24	0.22	33.710		28.590	5.120	17.91	CNY	3.18
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,508.500		1,233.000	275.500	22.34	JPY	1.60
		FBD	12.900	12/08/24	0.39	6.140		7.000	-0.860	-12.29	EUR	-20.32
		Generali	22.450	12/08/24	1.35	12.910		12.415	0.495	3.99	EUR	-15.35
	L	Glanbia	18.110	12/08/24	0.50	9.265		9.570	-0.305	-3.19	EUR	-9.37
		Hannover Rück	227.400	12/08/24	5.23	141.300		137.400	3.900	2.84	EUR	-7.56
		HDFC Life	702.450	12/08/24	0.01	589.100		469.350	119.750	25.51	INR	8.21
		Hiscox	1,189.000	12/08/24	1.89	811.800		709.600	102.200	14.40	GBP	-24.33
		Insurance Australia	7.160	12/08/24	0.56	5.060		5.440	-0.380	-6.99	AUD	-23.77
	S	Legal & General	225.600	12/08/24	0.53	225.200		192.300	32.900	17.11	GBP	-5.25
		Lowe´s	231.070	12/08/24	-2.02	158.410		116.730	41.680	35.71	USD	40.10
		instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/05/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	19.770		15.740	4.030	25.60	CAD	-5.29
		Mapfre	2.134	12/08/24		1.591		1.574	0.017	1.08	EUR	-19.93
		Medibank Private	3.880	12/08/24	0.52	2.850		2.870	-0.020	-0.70	AUD	-6.06
		MetLife	69.850	12/08/24	-0.40	38.880		33.420	5.460	16.34	USD	-4.87
	S	Molina Healthcare	337.670	12/08/24	-0.15	195.550		173.750	21.800	12.55	USD	38.85
		MS&AD Insurance	3,013.000	9/08/24	-0.50	964.330		960.330	4.000	0.42	JPY	-11.34
	L	Münchener Rück	439.200	12/08/24	1.01	233.800		191.250	42.550	22.25	EUR	2.61
		NN	44.660	12/08/24	0.74	31.390		25.190	6.200	24.61	EUR	4.18
		Phoenix	538.000	12/08/24	0.47	696.200		597.600	98.600	16.50	GBP	4.74
	L	Ping An	33.650	12/08/24	0.45	85.450		77.200	8.250	10.69	HKD	-0.30
	L	Ping An Ins	40.620	12/08/24	0.02	81.100		72.200	8.900	12.33	CNY	1.23
		Prudential	635.400	12/08/24	0.41	1,248.500		1,110.000	138.500	12.48	GBP	1.02
	L	QBE Insurance	16.190	12/08/24	0.87	10.740		7.550	3.190	42.25	AUD	0.75
		Quálitas	164.740	12/08/24	-2.49	90.560		91.400	-0.840	-0.92	MXN	12.32
		Sampo	40.490	12/08/24	0.40	32.250		28.990	3.260	11.25	EUR	-3.65
		Samsung F&M Ins	354,500.000	12/08/24	1.00	189,000.000		196,500.000	-7,500.000	-3.82	KRW	-6.34
		Samsung Life	89,700.000	12/08/24	-0.33	65,300.000		44,400.000	20,900.000	47.07	KRW	14.41
		SBI Life	1,705.000	12/08/24	-1.17	842.350		700.750	141.600	20.21	INR	0.96
	S	Scor	17.130	12/08/24	1.06	21.540		24.260	-2.720	-11.21	EUR	-26.19
		Sompo	2,958.500	9/08/24	0.02	1,288.330		1,039.330	249.000	23.96	JPY	-0.92
	L	Storebrand	106.000	12/08/24	0.38	52.500		45.470	7.030	15.46	NOK	-3.77
	S	Sun Life Financial	65.940	12/08/24	-0.11	55.960		45.440	10.520	23.15	CAD	4.34
		Swiss Life	652.200	12/08/24	0.62	352.900		322.100	30.800	9.56	CHF	-12.96
		Swiss Re	104.000	12/08/24	0.10	72.680		62.960	9.720	15.44	CHF	-15.69
		instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/05/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	31.040		30.180	0.860	2.85	EUR	-15.56
		Travelers Companies	209.730	12/08/24	-1.29	115.910		95.300	20.610	21.63	USD	-4.99
		Tryg	148.600	12/08/24	0.61	192.300		179.300	13.000	7.25	DKK	1.58
		Uniqa	7.680	12/08/24	0.26	5.720		6.020	-0.300	-4.98	EUR	-22.50
	S	UnitedHealth	565.290	12/08/24	1.17	320.510		293.360	27.150	9.25	USD	19.50
		Vienna Insurance	29.800	12/08/24	1.36	19.740		18.680	1.060	5.67	EUR	-7.26
	L	Zurich Insurance	464.700	12/08/24	0.85	339.200		289.200	50.000	17.29	CHF	-4.01
	L	DFV	6.200	12/08/24	-0.80	22.500		17.520	4.980	28.42	EUR	48.40
Insurances - 56 out of 57 instruments rated - 17/08/20 / 18/05/20 - 48 did rise, Market-Ratio(13) = 85.71 %

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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