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Assessment - Insurances - 25/10/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	25/10/21	⇓ Δwk	26/07/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	289.126		272.266	16.860	6.19	USD	6.97
		Admiral Group	2,698.000	12/08/24	0.86	3,032.000		3,326.000	-294.000	-8.84	GBP	-1.62
		Aegon	5.562	12/08/24	0.22	4.534		3.635	0.899	24.73	EUR	24.88
		Ageas	42.380	12/08/24	0.33	42.240		45.470	-3.230	-7.10	EUR	-6.20
	L	AIA	51.900	12/08/24	-1.33	90.950		92.850	-1.900	-2.05	HKD	-2.84
		Allianz	255.900	12/08/24		198.460		211.150	-12.690	-6.01	EUR	-1.50
		AIG	71.610	12/08/24	-0.62	59.640		47.710	11.930	25.01	USD	31.27
		ASR	43.850	12/08/24	0.46	40.600		34.750	5.850	16.83	EUR	16.70
		Aviva	484.200	12/08/24	0.35	396.800		390.300	6.500	1.67	GBP	6.64
		Axa	32.350	12/08/24	-0.77	23.930		21.900	2.030	9.27	EUR	12.82
		Beazley	732.000	12/08/24	1.24	370.200		392.800	-22.600	-5.75	GBP	5.33
		Berkshire Hathaway	430.390	12/08/24	-0.30	290.260		278.800	11.460	4.11	USD	12.80
	L	China Life	29.490	12/08/24	0.44	32.730		29.450	3.280	11.14	CNY	-3.49
	L	China Life Ins HK	10.380	12/08/24	0.58	14.200		13.120	1.080	8.23	HKD	-7.79
	L	China Pacific Ins	27.390	12/08/24	0.22	29.500		27.490	2.010	7.31	CNY	-10.38
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,413.000		1,973.500	439.500	22.27	JPY	24.65
		FBD	12.900	12/08/24	0.39	7.940		7.940	0.000	0.00	EUR	4.87
		Generali	22.450	12/08/24	1.35	18.690		16.845	1.845	10.95	EUR	16.96
	L	Glanbia	18.110	12/08/24	0.50	13.870		14.140	-0.270	-1.91	EUR	15.60
		Hannover Rück	227.400	12/08/24	5.23	154.350		143.050	11.300	7.90	EUR	6.68
		HDFC Life	702.450	12/08/24	0.01	683.250		663.100	20.150	3.04	INR	0.49
		Hiscox	1,189.000	12/08/24	1.89	805.400		893.200	-87.800	-9.83	GBP	-9.88
		Insurance Australia	7.160	12/08/24	0.56	5.040		5.020	0.020	0.40	AUD	1.00
	S	Legal & General	225.600	12/08/24	0.53	282.300		265.700	16.600	6.25	GBP	6.62
		Lowe´s	231.070	12/08/24	-2.02	231.820		197.740	34.080	17.23	USD	26.90
		instrument	freshest		⇓ Δday	25/10/21	⇓ Δwk	26/07/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.120		24.010	1.110	4.62	CAD	3.75
		Mapfre	2.134	12/08/24		1.844		1.789	0.055	3.05	EUR	7.90
		Medibank Private	3.880	12/08/24	0.52	3.470		3.320	0.150	4.52	AUD	12.99
		MetLife	69.850	12/08/24	-0.40	65.640		58.050	7.590	13.07	USD	17.51
	S	Molina Healthcare	337.670	12/08/24	-0.15	297.600		257.830	39.770	15.42	USD	25.37
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,222.000		1,124.000	98.000	8.72	JPY	11.39
	L	Münchener Rück	439.200	12/08/24	1.01	246.900		228.800	18.100	7.91	EUR	3.09
		NN	44.660	12/08/24	0.74	46.000		41.820	4.180	10.00	EUR	17.03
		Phoenix	538.000	12/08/24	0.47	659.200		687.800	-28.600	-4.16	GBP	-5.62
	L	Ping An	33.650	12/08/24	0.45	61.650		67.700	-6.050	-8.94	HKD	-21.57
	L	Ping An Ins	40.620	12/08/24	0.02	53.210		54.500	-1.290	-2.37	CNY	-22.38
		Prudential	635.400	12/08/24	0.41	1,464.000		1,366.500	97.500	7.14	GBP	5.09
	L	QBE Insurance	16.190	12/08/24	0.87	11.920		10.780	1.140	10.58	AUD	18.95
		Quálitas	164.740	12/08/24	-2.49	100.740		94.700	6.040	6.38	MXN	-1.18
		Sampo	40.490	12/08/24	0.40	46.420		41.000	5.420	13.22	EUR	20.50
		Samsung F&M Ins	354,500.000	12/08/24	1.00	248,000.000		214,500.000	33,500.000	15.62	KRW	23.32
		Samsung Life	89,700.000	12/08/24	-0.33	70,400.000		75,500.000	-5,100.000	-6.75	KRW	-7.46
		SBI Life	1,705.000	12/08/24	-1.17	1,129.700		1,076.650	53.050	4.93	INR	18.04
	S	Scor	17.130	12/08/24	1.06	24.730		24.750	-0.020	-0.08	EUR	-7.06
		Sompo	2,958.500	9/08/24	0.02	1,621.330		1,503.670	117.660	7.82	JPY	12.04
	L	Storebrand	106.000	12/08/24	0.38	89.660		76.780	12.880	16.78	NOK	21.64
	S	Sun Life Financial	65.940	12/08/24	-0.11	70.750		64.030	6.720	10.50	CAD	13.12
		Swiss Life	652.200	12/08/24	0.62	488.500		468.900	19.600	4.18	CHF	10.65
		Swiss Re	104.000	12/08/24	0.10	81.760		83.740	-1.980	-2.36	CHF	-2.25
		instrument	freshest		⇓ Δday	25/10/21	⇓ Δwk	26/07/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	40.200		36.080	4.120	11.42	EUR	17.37
		Travelers Companies	209.730	12/08/24	-1.29	161.580		148.820	12.760	8.57	USD	9.30
		Tryg	148.600	12/08/24	0.61	154.150		155.600	-1.450	-0.93	DKK	-5.21
		Uniqa	7.680	12/08/24	0.26	8.060		7.200	0.860	11.94	EUR	18.07
	S	UnitedHealth	565.290	12/08/24	1.17	449.490		413.540	35.950	8.69	USD	19.79
		Vienna Insurance	29.800	12/08/24	1.36	25.350		23.200	2.150	9.27	EUR	12.97
	L	Zurich Insurance	464.700	12/08/24	0.85	398.000		368.600	29.400	7.98	CHF	6.01
	L	DFV	6.200	12/08/24	-0.80	11.960		13.000	-1.040	-8.00	EUR	-16.15
Insurances - 56 out of 57 instruments rated - 25/10/21 / 26/07/21 - 40 did rise, Market-Ratio(13) = 71.43 %

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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