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Assessment - Insurances - 6/09/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	6/09/21	⇓ Δwk	7/06/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	284.372		283.454	0.918	0.32	USD	8.25
		Admiral Group	2,698.000	12/08/24	0.86	3,510.000		3,055.000	455.000	14.89	GBP	16.92
		Aegon	5.562	12/08/24	0.22	4.176		3.860	0.316	8.19	EUR	26.02
		Ageas	42.380	12/08/24	0.33	42.750		49.740	-6.990	-14.05	EUR	-3.15
	L	AIA	51.900	12/08/24	-1.33	94.800		97.350	-2.550	-2.62	HKD	3.05
		Allianz	255.900	12/08/24		198.440		218.300	-19.860	-9.10	EUR	0.37
		AIG	71.610	12/08/24	-0.62	55.100		53.070	2.030	3.83	USD	33.59
		ASR	43.850	12/08/24	0.46	39.000		34.790	4.210	12.10	EUR	16.62
		Aviva	484.200	12/08/24	0.35	415.700		409.500	6.200	1.51	GBP	17.15
		Axa	32.350	12/08/24	-0.77	23.765		22.835	0.930	4.07	EUR	18.20
		Beazley	732.000	12/08/24	1.24	403.700		309.700	94.000	30.35	GBP	16.28
		Berkshire Hathaway	430.390	12/08/24	-0.30	281.890		292.520	-10.630	-3.63	USD	13.63
	L	China Life	29.490	12/08/24	0.44	31.050		35.400	-4.350	-12.29	CNY	-12.71
	L	China Life Ins HK	10.380	12/08/24	0.58	13.500		15.880	-2.380	-14.99	HKD	-16.11
	L	China Pacific Ins	27.390	12/08/24	0.22	28.490		33.970	-5.480	-16.13	CNY	-15.02
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,342.500		2,296.000	46.500	2.03	JPY	28.10
		FBD	12.900	12/08/24	0.39	7.700		9.000	-1.300	-14.44	EUR	5.01
		Generali	22.450	12/08/24	1.35	17.535		17.085	0.450	2.63	EUR	15.86
	L	Glanbia	18.110	12/08/24	0.50	15.100		14.010	1.090	7.78	EUR	34.46
		Hannover Rück	227.400	12/08/24	5.23	155.800		143.500	12.300	8.57	EUR	9.67
		HDFC Life	702.450	12/08/24	0.01	736.050		680.100	55.950	8.23	INR	11.66
		Hiscox	1,189.000	12/08/24	1.89	932.200		813.600	118.600	14.58	GBP	4.73
		Insurance Australia	7.160	12/08/24	0.56	5.450		5.240	0.210	4.01	AUD	10.46
	S	Legal & General	225.600	12/08/24	0.53	283.400		279.100	4.300	1.54	GBP	13.04
		Lowe´s	231.070	12/08/24	-2.02	205.980		189.910	16.070	8.46	USD	16.23
		instrument	freshest		⇓ Δday	6/09/21	⇓ Δwk	7/06/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	24.420		25.250	-0.830	-3.29	CAD	4.80
		Mapfre	2.134	12/08/24		1.838		1.864	-0.025	-1.37	EUR	11.70
		Medibank Private	3.880	12/08/24	0.52	3.600		3.140	0.460	14.65	AUD	22.30
		MetLife	69.850	12/08/24	-0.40	61.220		66.560	-5.340	-8.02	USD	17.76
	S	Molina Healthcare	337.670	12/08/24	-0.15	274.750		249.000	25.750	10.34	USD	22.20
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,256.330		1,141.330	115.000	10.08	JPY	18.50
	L	Münchener Rück	439.200	12/08/24	1.01	241.900		237.700	4.200	1.77	EUR	1.81
		NN	44.660	12/08/24	0.74	44.220		41.640	2.580	6.20	EUR	17.37
		Phoenix	538.000	12/08/24	0.47	630.000		741.400	-111.400	-15.03	GBP	-10.81
	L	Ping An	33.650	12/08/24	0.45	60.750		81.550	-20.800	-25.51	HKD	-27.27
	L	Ping An Ins	40.620	12/08/24	0.02	51.580		70.280	-18.700	-26.61	CNY	-29.78
		Prudential	635.400	12/08/24	0.41	1,553.500		1,473.500	80.000	5.43	GBP	15.41
	L	QBE Insurance	16.190	12/08/24	0.87	11.840		11.300	0.540	4.78	AUD	22.06
		Quálitas	164.740	12/08/24	-2.49	96.680		106.830	-10.150	-9.50	MXN	-3.15
		Sampo	40.490	12/08/24	0.40	43.950		38.740	5.210	13.45	EUR	17.60
		Samsung F&M Ins	354,500.000	12/08/24	1.00	227,500.000		217,000.000	10,500.000	4.84	KRW	16.61
		Samsung Life	89,700.000	12/08/24	-0.33	74,700.000		83,700.000	-9,000.000	-10.75	KRW	0.52
		SBI Life	1,705.000	12/08/24	-1.17	1,244.650		988.500	256.150	25.91	INR	36.51
	S	Scor	17.130	12/08/24	1.06	26.090		26.830	-0.740	-2.76	EUR	-1.18
		Sompo	2,958.500	9/08/24	0.02	1,670.330		1,468.330	202.000	13.76	JPY	19.61
	L	Storebrand	106.000	12/08/24	0.38	79.240		82.960	-3.720	-4.48	NOK	15.43
	S	Sun Life Financial	65.940	12/08/24	-0.11	64.690		65.210	-0.520	-0.80	CAD	6.13
		Swiss Life	652.200	12/08/24	0.62	482.600		459.700	22.900	4.98	CHF	13.73
		Swiss Re	104.000	12/08/24	0.10	82.880		85.540	-2.660	-3.11	CHF	0.93
		instrument	freshest		⇓ Δday	6/09/21	⇓ Δwk	7/06/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	38.620		34.680	3.940	11.36	EUR	16.93
		Travelers Companies	209.730	12/08/24	-1.29	159.170		157.760	1.410	0.89	USD	12.84
		Tryg	148.600	12/08/24	0.61	154.600		146.100	8.500	5.82	DKK	-8.31
		Uniqa	7.680	12/08/24	0.26	7.830		7.560	0.270	3.57	EUR	21.27
	S	UnitedHealth	565.290	12/08/24	1.17	422.860		400.250	22.610	5.65	USD	16.98
		Vienna Insurance	29.800	12/08/24	1.36	24.750		23.400	1.350	5.77	EUR	13.71
	L	Zurich Insurance	464.700	12/08/24	0.85	404.200		373.800	30.400	8.13	CHF	10.26
	L	DFV	6.200	12/08/24	-0.80	13.520		11.480	2.040	17.77	EUR	-11.24
Insurances - 56 out of 57 instruments rated - 6/09/21 / 7/06/21 - 36 did rise, Market-Ratio(13) = 64.29 %

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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