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Assessment - Insurances - 14/02/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	14/02/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	299.790		289.700	10.090	3.48	USD	6.47
		Admiral Group	2,698.000	12/08/24	0.86	3,030.000		2,986.000	44.000	1.47	GBP	-3.41
		Aegon	5.562	12/08/24	0.22	4.805		4.356	0.449	10.31	EUR	17.54
		Ageas	42.380	12/08/24	0.33	44.240		43.780	0.460	1.05	EUR	-4.03
	L	AIA	51.900	12/08/24	-1.33	87.200		85.150	2.050	2.41	HKD	-4.36
		Allianz	255.900	12/08/24		223.100		205.750	17.350	8.43	EUR	7.44
		AIG	71.610	12/08/24	-0.62	58.990		58.090	0.900	1.55	USD	13.29
		ASR	43.850	12/08/24	0.46	42.000		39.770	2.230	5.61	EUR	11.83
		Aviva	484.200	12/08/24	0.35	431.000		401.500	29.500	7.35	GBP	6.80
		Axa	32.350	12/08/24	-0.77	27.575		25.860	1.715	6.63	EUR	16.62
		Beazley	732.000	12/08/24	1.24	484.800		411.600	73.200	17.78	GBP	28.93
		Berkshire Hathaway	430.390	12/08/24	-0.30	314.030		284.670	29.360	10.31	USD	11.92
	L	China Life	29.490	12/08/24	0.44	30.800		29.210	1.590	5.44	CNY	-0.86
	L	China Life Ins HK	10.380	12/08/24	0.58	14.480		13.820	0.660	4.78	HKD	1.30
	L	China Pacific Ins	27.390	12/08/24	0.22	27.920		28.370	-0.450	-1.59	CNY	-7.75
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,698.000		2,341.500	356.500	15.23	JPY	22.82
		FBD	12.900	12/08/24	0.39	10.900		8.140	2.760	33.91	EUR	38.13
		Generali	22.450	12/08/24	1.35	18.355		19.240	-0.885	-4.60	EUR	4.76
	L	Glanbia	18.110	12/08/24	0.50	12.440		13.350	-0.910	-6.82	EUR	-4.73
		Hannover Rück	227.400	12/08/24	5.23	171.700		161.800	9.900	6.12	EUR	11.60
		HDFC Life	702.450	12/08/24	0.01	557.300		714.600	-157.300	-22.01	INR	-18.36
		Hiscox	1,189.000	12/08/24	1.89	948.200		848.200	100.000	11.79	GBP	9.58
		Insurance Australia	7.160	12/08/24	0.56	4.720		4.420	0.300	6.79	AUD	-1.91
	S	Legal & General	225.600	12/08/24	0.53	272.000		293.500	-21.500	-7.33	GBP	-2.80
		Lowe´s	231.070	12/08/24	-2.02	225.910		234.920	-9.010	-3.84	USD	9.58
		instrument	freshest		⇓ Δday	14/02/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	27.050		24.870	2.180	8.77	CAD	7.78
		Mapfre	2.134	12/08/24		1.943		1.980	-0.037	-1.87	EUR	7.49
		Medibank Private	3.880	12/08/24	0.52	3.180		3.450	-0.270	-7.83	AUD	-1.25
		MetLife	69.850	12/08/24	-0.40	70.130		64.150	5.980	9.32	USD	12.93
	S	Molina Healthcare	337.670	12/08/24	-0.15	307.510		308.820	-1.310	-0.42	USD	16.38
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,389.670		1,225.000	164.670	13.44	JPY	20.23
	L	Münchener Rück	439.200	12/08/24	1.01	262.600		254.900	7.700	3.02	EUR	5.99
		NN	44.660	12/08/24	0.74	50.440		47.100	3.340	7.09	EUR	15.83
		Phoenix	538.000	12/08/24	0.47	657.200		656.400	0.800	0.12	GBP	-3.52
	L	Ping An	33.650	12/08/24	0.45	66.650		57.700	8.950	15.51	HKD	-2.69
	L	Ping An Ins	40.620	12/08/24	0.02	53.900		50.600	3.300	6.52	CNY	-8.38
		Prudential	635.400	12/08/24	0.41	1,177.000		1,504.000	-327.000	-21.74	GBP	-17.20
	L	QBE Insurance	16.190	12/08/24	0.87	12.700		11.680	1.020	8.73	AUD	16.20
		Quálitas	164.740	12/08/24	-2.49	111.890		95.850	16.040	16.73	MXN	9.47
		Sampo	40.490	12/08/24	0.40	44.300		44.810	-0.510	-1.14	EUR	7.05
		Samsung F&M Ins	354,500.000	12/08/24	1.00	212,500.000		229,500.000	-17,000.000	-7.41	KRW	0.81
		Samsung Life	89,700.000	12/08/24	-0.33	62,700.000		66,400.000	-3,700.000	-5.57	KRW	-14.75
		SBI Life	1,705.000	12/08/24	-1.17	1,096.300		1,159.900	-63.600	-5.48	INR	3.60
	S	Scor	17.130	12/08/24	1.06	30.330		27.760	2.570	9.26	EUR	12.46
		Sompo	2,958.500	9/08/24	0.02	1,863.000		1,624.330	238.670	14.69	JPY	21.18
	L	Storebrand	106.000	12/08/24	0.38	91.720		90.000	1.720	1.91	NOK	10.80
	S	Sun Life Financial	65.940	12/08/24	-0.11	68.330		70.360	-2.030	-2.89	CAD	2.77
		Swiss Life	652.200	12/08/24	0.62	591.800		515.800	76.000	14.73	CHF	21.29
		Swiss Re	104.000	12/08/24	0.10	98.060		88.800	9.260	10.43	CHF	12.54
		instrument	freshest		⇓ Δday	14/02/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	42.080		41.440	0.640	1.54	EUR	11.83
		Travelers Companies	209.730	12/08/24	-1.29	170.770		158.060	12.710	8.04	USD	9.71
		Tryg	148.600	12/08/24	0.61	152.000		160.200	-8.200	-5.12	DKK	-1.99
		Uniqa	7.680	12/08/24	0.26	7.930		8.310	-0.380	-4.57	EUR	6.75
	S	UnitedHealth	565.290	12/08/24	1.17	474.400		450.800	23.600	5.24	USD	14.75
		Vienna Insurance	29.800	12/08/24	1.36	25.600		26.950	-1.350	-5.01	EUR	5.95
	L	Zurich Insurance	464.700	12/08/24	0.85	443.000		402.400	40.600	10.09	CHF	13.36
	L	DFV	6.200	12/08/24	-0.80	11.860		12.100	-0.240	-1.98	EUR	-3.80
Insurances - 56 out of 57 instruments rated - 14/02/22 / 15/11/21 - 37 did rise, Market-Ratio(13) = 66.07 %

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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