Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Insurances - 17/05/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	17/05/21	⇓ Δwk	15/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	283.818		267.157	16.661	6.24	USD	15.60
		Admiral Group	2,698.000	12/08/24	0.86	2,948.000		3,057.000	-109.000	-3.57	GBP	8.15
		Aegon	5.562	12/08/24	0.22	4.010		3.834	0.176	4.59	EUR	36.23
		Ageas	42.380	12/08/24	0.33	52.600		46.040	6.560	14.25	EUR	33.22
	L	AIA	51.900	12/08/24	-1.33	102.900		103.500	-0.600	-0.58	HKD	22.78
		Allianz	255.900	12/08/24		217.650		199.020	18.630	9.36	EUR	15.68
		AIG	71.610	12/08/24	-0.62	51.570		41.400	10.170	24.57	USD	44.70
		ASR	43.850	12/08/24	0.46	37.360		33.980	3.380	9.95	EUR	20.62
		Aviva	484.200	12/08/24	0.35	406.700		360.300	46.400	12.88	GBP	29.32
		Axa	32.350	12/08/24	-0.77	22.815		19.570	3.245	16.58	EUR	22.23
		Beazley	732.000	12/08/24	1.24	303.300		363.000	-59.700	-16.45	GBP	-16.89
		Berkshire Hathaway	430.390	12/08/24	-0.30	289.220		242.460	46.760	19.29	USD	31.74
	L	China Life	29.490	12/08/24	0.44	34.570		33.620	0.950	2.83	CNY	-4.15
	L	China Life Ins HK	10.380	12/08/24	0.58	15.880		16.400	-0.520	-3.17	HKD	-6.89
	L	China Pacific Ins	27.390	12/08/24	0.22	33.810		39.150	-5.340	-13.64	CNY	0.18
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,043.000		1,875.500	167.500	8.93	JPY	27.90
		FBD	12.900	12/08/24	0.39	8.100		7.200	0.900	12.50	EUR	18.47
		Generali	22.450	12/08/24	1.35	17.645		15.825	1.820	11.50	EUR	25.85
	L	Glanbia	18.110	12/08/24	0.50	14.250		9.900	4.350	43.94	EUR	39.66
		Hannover Rück	227.400	12/08/24	5.23	145.800		143.200	2.600	1.82	EUR	2.11
		HDFC Life	702.450	12/08/24	0.01	666.300		695.250	-28.950	-4.16	INR	7.70
		Hiscox	1,189.000	12/08/24	1.89	807.800		988.400	-180.600	-18.27	GBP	-6.68
		Insurance Australia	7.160	12/08/24	0.56	4.830		5.310	-0.480	-9.04	AUD	-4.05
	S	Legal & General	225.600	12/08/24	0.53	280.200		271.700	8.500	3.13	GBP	19.30
		Lowe´s	231.070	12/08/24	-2.02	194.130		177.160	16.970	9.58	USD	21.62
		instrument	freshest		⇓ Δday	17/05/21	⇓ Δwk	15/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.680		24.880	0.800	3.22	CAD	20.94
		Mapfre	2.134	12/08/24		1.927		1.562	0.365	23.34	EUR	20.74
		Medibank Private	3.880	12/08/24	0.52	2.980		2.840	0.140	4.93	AUD	4.74
		MetLife	69.850	12/08/24	-0.40	65.700		55.670	10.030	18.02	USD	47.51
	S	Molina Healthcare	337.670	12/08/24	-0.15	262.050		216.280	45.770	21.16	USD	29.82
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,107.330		1,066.330	41.000	3.84	JPY	8.74
	L	Münchener Rück	439.200	12/08/24	1.01	241.900		235.600	6.300	2.67	EUR	3.30
		NN	44.660	12/08/24	0.74	43.460		36.510	6.950	19.04	EUR	27.52
		Phoenix	538.000	12/08/24	0.47	729.600		720.200	9.400	1.31	GBP	4.89
	L	Ping An	33.650	12/08/24	0.45	81.600		89.800	-8.200	-9.13	HKD	-5.84
	L	Ping An Ins	40.620	12/08/24	0.02	70.370		79.250	-8.880	-11.21	CNY	-11.44
		Prudential	635.400	12/08/24	0.41	1,495.500		1,374.500	121.000	8.80	GBP	18.13
	L	QBE Insurance	16.190	12/08/24	0.87	10.450		8.700	1.750	20.11	AUD	13.43
		Quálitas	164.740	12/08/24	-2.49	107.630		113.240	-5.610	-4.95	MXN	11.02
		Sampo	40.490	12/08/24	0.40	40.810		37.220	3.590	9.65	EUR	17.74
		Samsung F&M Ins	354,500.000	12/08/24	1.00	211,500.000		172,500.000	39,000.000	22.61	KRW	13.87
		Samsung Life	89,700.000	12/08/24	-0.33	85,400.000		73,200.000	12,200.000	16.67	KRW	35.05
		SBI Life	1,705.000	12/08/24	-1.17	963.650		877.250	86.400	9.85	INR	13.73
	S	Scor	17.130	12/08/24	1.06	27.440		28.060	-0.620	-2.21	EUR	7.24
		Sompo	2,958.500	9/08/24	0.02	1,450.330		1,428.330	22.000	1.54	JPY	10.12
	L	Storebrand	106.000	12/08/24	0.38	80.760		72.360	8.400	11.61	NOK	34.88
	S	Sun Life Financial	65.940	12/08/24	-0.11	65.840		62.000	3.840	6.19	CAD	16.18
		Swiss Life	652.200	12/08/24	0.62	461.700		441.900	19.800	4.48	CHF	19.04
		Swiss Re	104.000	12/08/24	0.10	87.880		84.960	2.920	3.44	CHF	12.80
		instrument	freshest		⇓ Δday	17/05/21	⇓ Δwk	15/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	35.200		33.860	1.340	3.96	EUR	9.72
		Travelers Companies	209.730	12/08/24	-1.29	160.250		145.960	14.290	9.79	USD	25.19
		Tryg	148.600	12/08/24	0.61	146.700		203.000	-56.300	-27.73	DKK	-18.48
		Uniqa	7.680	12/08/24	0.26	7.260		6.400	0.860	13.44	EUR	20.40
	S	UnitedHealth	565.290	12/08/24	1.17	408.630		328.240	80.390	24.49	USD	24.03
		Vienna Insurance	29.800	12/08/24	1.36	23.700		22.400	1.300	5.80	EUR	15.45
	L	Zurich Insurance	464.700	12/08/24	0.85	380.700		377.000	3.700	0.98	CHF	8.16
	L	DFV	6.200	12/08/24	-0.80	11.780		15.968	-4.188	-26.23	EUR	-33.65
Insurances - 56 out of 57 instruments rated - 17/05/21 / 15/02/21 - 42 did rise, Market-Ratio(13) = 75.00 %

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.


	is taking down something concerning