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Assessment - Insurances - 19/10/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	19/10/20	⇓ Δwk	20/07/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	229.419		232.625	-3.206	-1.38	USD	-1.12
		Admiral Group	2,698.000	12/08/24	0.86	2,739.000		2,374.000	365.000	15.37	GBP	19.19
		Aegon	5.562	12/08/24	0.22	2.447		2.774	-0.327	-11.79	EUR	-12.80
		Ageas	42.380	12/08/24	0.33	36.000		34.660	1.340	3.87	EUR	-6.79
	L	AIA	51.900	12/08/24	-1.33	77.600		71.950	5.650	7.85	HKD	3.20
		Allianz	255.900	12/08/24		164.480		188.280	-23.800	-12.64	EUR	-11.09
		AIG	71.610	12/08/24	-0.62	30.090		31.410	-1.320	-4.20	USD	-11.68
		ASR	43.850	12/08/24	0.46	28.080		29.180	-1.100	-3.77	EUR	-1.42
		Aviva	484.200	12/08/24	0.35	282.200		291.500	-9.300	-3.19	GBP	-8.71
		Axa	32.350	12/08/24	-0.77	15.028		18.514	-3.486	-18.83	EUR	-20.49
		Beazley	732.000	12/08/24	1.24	329.600		423.800	-94.200	-22.23	GBP	-25.35
		Berkshire Hathaway	430.390	12/08/24	-0.30	208.990		190.480	18.510	9.72	USD	3.19
	L	China Life	29.490	12/08/24	0.44	50.000		37.970	12.030	31.68	CNY	53.37
	L	China Life Ins HK	10.380	12/08/24	0.58	18.700		19.520	-0.820	-4.20	HKD	4.04
	L	China Pacific Ins	27.390	12/08/24	0.22	33.810		31.680	2.130	6.72	CNY	6.21
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,599.000		1,326.500	272.500	20.54	JPY	7.51
		FBD	12.900	12/08/24	0.39	6.000		6.380	-0.380	-5.96	EUR	-16.87
		Generali	22.450	12/08/24	1.35	12.205		13.780	-1.575	-11.43	EUR	-15.46
	L	Glanbia	18.110	12/08/24	0.50	8.400		10.500	-2.100	-20.00	EUR	-15.06
		Hannover Rück	227.400	12/08/24	5.23	129.400		157.400	-28.000	-17.79	EUR	-13.97
		HDFC Life	702.450	12/08/24	0.01	570.500		616.450	-45.950	-7.45	INR	3.75
		Hiscox	1,189.000	12/08/24	1.89	885.000		805.200	79.800	9.91	GBP	-8.43
		Insurance Australia	7.160	12/08/24	0.56	4.870		5.570	-0.700	-12.57	AUD	-19.54
	S	Legal & General	225.600	12/08/24	0.53	190.950		225.500	-34.550	-15.32	GBP	-17.18
		Lowe´s	231.070	12/08/24	-2.02	175.130		144.100	31.030	21.53	USD	45.51
		instrument	freshest		⇓ Δday	19/10/20	⇓ Δwk	20/07/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	18.480		19.040	-0.560	-2.94	CAD	-8.62
		Mapfre	2.134	12/08/24		1.322		1.662	-0.340	-20.46	EUR	-27.20
		Medibank Private	3.880	12/08/24	0.52	2.740		2.940	-0.200	-6.80	AUD	-5.60
		MetLife	69.850	12/08/24	-0.40	39.070		37.780	1.290	3.41	USD	-1.57
	S	Molina Healthcare	337.670	12/08/24	-0.15	206.690		179.200	27.490	15.34	USD	36.28
		MS&AD Insurance	3,013.000	9/08/24	-0.50	985.830		958.170	27.660	2.89	JPY	-6.68
	L	Münchener Rück	439.200	12/08/24	1.01	212.200		239.100	-26.900	-11.25	EUR	-7.13
		NN	44.660	12/08/24	0.74	32.600		32.980	-0.380	-1.15	EUR	7.87
		Phoenix	538.000	12/08/24	0.47	699.000		666.400	32.600	4.89	GBP	4.49
	L	Ping An	33.650	12/08/24	0.45	84.200		86.050	-1.850	-2.15	HKD	0.09
	L	Ping An Ins	40.620	12/08/24	0.02	81.850		82.800	-0.950	-1.15	CNY	4.31
		Prudential	635.400	12/08/24	0.41	1,098.500		1,218.000	-119.500	-9.81	GBP	-8.26
	L	QBE Insurance	16.190	12/08/24	0.87	8.960		9.260	-0.300	-3.24	AUD	-12.23
		Quálitas	164.740	12/08/24	-2.49	84.120		91.550	-7.430	-8.12	MXN	0.44
		Sampo	40.490	12/08/24	0.40	35.830		33.240	2.590	7.79	EUR	8.29
		Samsung F&M Ins	354,500.000	12/08/24	1.00	187,000.000		182,000.000	5,000.000	2.75	KRW	-4.09
		Samsung Life	89,700.000	12/08/24	-0.33	60,500.000		46,950.000	13,550.000	28.86	KRW	7.81
		SBI Life	1,705.000	12/08/24	-1.17	798.300		854.450	-56.150	-6.57	INR	-4.56
	S	Scor	17.130	12/08/24	1.06	24.220		25.180	-0.960	-3.81	EUR	-10.14
		Sompo	2,958.500	9/08/24	0.02	1,300.000		1,237.000	63.000	5.09	JPY	2.05
	L	Storebrand	106.000	12/08/24	0.38	52.260		52.120	0.140	0.27	NOK	-3.06
	S	Sun Life Financial	65.940	12/08/24	-0.11	54.370		52.760	1.610	3.05	CAD	1.79
		Swiss Life	652.200	12/08/24	0.62	341.100		357.500	-16.400	-4.59	CHF	-11.96
		Swiss Re	104.000	12/08/24	0.10	68.680		76.200	-7.520	-9.87	CHF	-15.65
		instrument	freshest		⇓ Δday	19/10/20	⇓ Δwk	20/07/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	27.720		33.760	-6.040	-17.89	EUR	-20.86
		Travelers Companies	209.730	12/08/24	-1.29	111.840		118.770	-6.930	-5.83	USD	-4.55
		Tryg	148.600	12/08/24	0.61	200.600		197.300	3.300	1.67	DKK	6.12
		Uniqa	7.680	12/08/24	0.26	5.020		6.060	-1.040	-17.16	EUR	-26.41
	S	UnitedHealth	565.290	12/08/24	1.17	324.220		303.460	20.760	6.84	USD	14.34
		Vienna Insurance	29.800	12/08/24	1.36	18.720		20.200	-1.480	-7.33	EUR	-9.87
	L	Zurich Insurance	464.700	12/08/24	0.85	313.300		349.200	-35.900	-10.28	CHF	-9.74
	L	DFV	6.200	12/08/24	-0.80	20.725		25.250	-4.525	-17.92	EUR	19.56
Insurances - 56 out of 57 instruments rated - 19/10/20 / 20/07/20 - 21 did rise, Market-Ratio(13) = 37.50 %

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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