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Assessment - Insurances - 22/11/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	22/11/21	⇓ Δwk	23/08/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	287.074		282.007	5.067	1.80	USD	4.48
		Admiral Group	2,698.000	12/08/24	0.86	2,985.000		3,686.000	-701.000	-19.02	GBP	-3.55
		Aegon	5.562	12/08/24	0.22	4.269		4.151	0.118	2.84	EUR	12.54
		Ageas	42.380	12/08/24	0.33	46.880		43.330	3.550	8.19	EUR	2.72
	L	AIA	51.900	12/08/24	-1.33	85.600		95.750	-10.150	-10.60	HKD	-9.26
		Allianz	255.900	12/08/24		203.050		199.260	3.790	1.90	EUR	-0.56
		AIG	71.610	12/08/24	-0.62	56.940		54.160	2.780	5.13	USD	20.08
		ASR	43.850	12/08/24	0.46	39.690		37.470	2.220	5.92	EUR	11.12
		Aviva	484.200	12/08/24	0.35	395.500		418.500	-23.000	-5.50	GBP	3.33
		Axa	32.350	12/08/24	-0.77	25.395		23.990	1.405	5.86	EUR	15.34
		Beazley	732.000	12/08/24	1.24	409.000		396.000	13.000	3.28	GBP	14.54
		Berkshire Hathaway	430.390	12/08/24	-0.30	284.970		285.620	-0.650	-0.23	USD	8.23
	L	China Life	29.490	12/08/24	0.44	29.470		29.380	0.090	0.31	CNY	-10.73
	L	China Life Ins HK	10.380	12/08/24	0.58	13.720		12.860	0.860	6.69	HKD	-9.20
	L	China Pacific Ins	27.390	12/08/24	0.22	27.860		26.520	1.340	5.05	CNY	-14.39
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,356.500		2,162.000	194.500	9.00	JPY	18.18
		FBD	12.900	12/08/24	0.39	8.120		7.640	0.480	6.28	EUR	5.38
		Generali	22.450	12/08/24	1.35	18.400		17.155	1.245	7.26	EUR	11.41
	L	Glanbia	18.110	12/08/24	0.50	12.410		14.600	-2.190	-15.00	EUR	-0.45
		Hannover Rück	227.400	12/08/24	5.23	159.950		156.950	3.000	1.91	EUR	9.15
		HDFC Life	702.450	12/08/24	0.01	688.850		668.800	20.050	3.00	INR	0.16
		Hiscox	1,189.000	12/08/24	1.89	844.000		926.400	-82.400	-8.89	GBP	-4.82
		Insurance Australia	7.160	12/08/24	0.56	4.550		5.350	-0.800	-14.95	AUD	-8.45
	S	Legal & General	225.600	12/08/24	0.53	294.300		265.600	28.700	10.81	GBP	8.15
		Lowe´s	231.070	12/08/24	-2.02	252.350		206.060	46.290	22.46	USD	34.38
		instrument	freshest		⇓ Δday	22/11/21	⇓ Δwk	23/08/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	24.430		24.980	-0.550	-2.20	CAD	-1.03
		Mapfre	2.134	12/08/24		1.941		1.831	0.110	6.01	EUR	10.97
		Medibank Private	3.880	12/08/24	0.52	3.590		3.590	0.000	0.00	AUD	14.95
		MetLife	69.850	12/08/24	-0.40	62.510		61.170	1.340	2.19	USD	7.92
	S	Molina Healthcare	337.670	12/08/24	-0.15	302.890		262.820	40.070	15.25	USD	24.06
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,183.000		1,181.670	1.330	0.11	JPY	6.10
	L	Münchener Rück	439.200	12/08/24	1.01	247.250		257.400	-10.150	-3.94	EUR	2.04
		NN	44.660	12/08/24	0.74	47.310		44.100	3.210	7.28	EUR	16.94
		Phoenix	538.000	12/08/24	0.47	659.000		624.000	35.000	5.61	GBP	-5.06
	L	Ping An	33.650	12/08/24	0.45	57.500		63.400	-5.900	-9.31	HKD	-24.48
	L	Ping An Ins	40.620	12/08/24	0.02	49.710		52.700	-2.990	-5.67	CNY	-24.70
		Prudential	635.400	12/08/24	0.41	1,436.000		1,495.000	-59.000	-3.95	GBP	0.63
	L	QBE Insurance	16.190	12/08/24	0.87	12.230		11.870	0.360	3.03	AUD	19.51
		Quálitas	164.740	12/08/24	-2.49	95.590		95.210	0.380	0.40	MXN	-6.95
		Sampo	40.490	12/08/24	0.40	43.950		43.740	0.210	0.48	EUR	11.86
		Samsung F&M Ins	354,500.000	12/08/24	1.00	216,500.000		221,500.000	-5,000.000	-2.26	KRW	5.97
		Samsung Life	89,700.000	12/08/24	-0.33	65,900.000		72,100.000	-6,200.000	-8.60	KRW	-13.67
		SBI Life	1,705.000	12/08/24	-1.17	1,150.650		1,135.450	15.200	1.34	INR	16.81
	S	Scor	17.130	12/08/24	1.06	27.210		25.580	1.630	6.37	EUR	1.49
		Sompo	2,958.500	9/08/24	0.02	1,622.000		1,604.330	17.670	1.10	JPY	10.37
	L	Storebrand	106.000	12/08/24	0.38	89.000		78.020	10.980	14.07	NOK	16.08
	S	Sun Life Financial	65.940	12/08/24	-0.11	70.680		66.340	4.340	6.54	CAD	11.04
		Swiss Life	652.200	12/08/24	0.62	510.600		482.700	27.900	5.78	CHF	12.20
		Swiss Re	104.000	12/08/24	0.10	88.040		86.260	1.780	2.06	CHF	3.67
		instrument	freshest		⇓ Δday	22/11/21	⇓ Δwk	23/08/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	40.760		38.380	2.380	6.20	EUR	15.55
		Travelers Companies	209.730	12/08/24	-1.29	156.870		159.900	-3.030	-1.89	USD	4.29
		Tryg	148.600	12/08/24	0.61	160.900		160.950	-0.050	-0.03	DKK	0.23
		Uniqa	7.680	12/08/24	0.26	7.900		7.970	-0.070	-0.88	EUR	11.63
	S	UnitedHealth	565.290	12/08/24	1.17	437.540		425.360	12.180	2.86	USD	13.95
		Vienna Insurance	29.800	12/08/24	1.36	25.650		25.300	0.350	1.38	EUR	11.26
	L	Zurich Insurance	464.700	12/08/24	0.85	393.000		407.400	-14.400	-3.53	CHF	2.93
	L	DFV	6.200	12/08/24	-0.80	11.440		14.020	-2.580	-18.40	EUR	-17.08
Insurances - 56 out of 57 instruments rated - 22/11/21 / 23/08/21 - 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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