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Assessment - Insurances - 22/08/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	22/08/22	⇓ Δwk	23/05/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	266.885		271.637	-4.752	-1.75	USD	-4.45
		Admiral Group	2,698.000	12/08/24	0.86	2,267.000		2,220.000	47.000	2.12	GBP	-14.67
		Aegon	5.562	12/08/24	0.22	4.621		4.965	-0.344	-6.93	EUR	3.51
		Ageas	42.380	12/08/24	0.33	41.420		44.830	-3.410	-7.61	EUR	-4.74
	L	AIA	51.900	12/08/24	-1.33	75.150		78.800	-3.650	-4.63	HKD	-9.04
		Allianz	255.900	12/08/24		173.500		199.380	-25.880	-12.98	EUR	-13.04
		AIG	71.610	12/08/24	-0.62	54.040		56.930	-2.890	-5.08	USD	-4.87
		ASR	43.850	12/08/24	0.46	40.170		44.940	-4.770	-10.61	EUR	-0.46
		Aviva	484.200	12/08/24	0.35	431.200		429.200	2.000	0.47	GBP	4.52
		Axa	32.350	12/08/24	-0.77	23.780		23.425	0.355	1.52	EUR	-2.71
		Beazley	732.000	12/08/24	1.24	579.000		480.800	98.200	20.42	GBP	31.62
		Berkshire Hathaway	430.390	12/08/24	-0.30	288.690		310.200	-21.510	-6.93	USD	-3.79
	L	China Life	29.490	12/08/24	0.44	27.070		24.810	2.260	9.11	CNY	-4.42
	L	China Life Ins HK	10.380	12/08/24	0.58	11.240		11.560	-0.320	-2.77	HKD	-11.47
	L	China Pacific Ins	27.390	12/08/24	0.22	19.800		21.040	-1.240	-5.89	CNY	-19.31
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,431.000		2,561.500	-130.500	-5.09	JPY	-1.06
		FBD	12.900	12/08/24	0.39	10.250		9.000	1.250	13.89	EUR	15.38
		Generali	22.450	12/08/24	1.35	14.945		17.430	-2.485	-14.26	EUR	-14.78
	L	Glanbia	18.110	12/08/24	0.50	12.550		11.060	1.490	13.47	EUR	4.23
		Hannover Rück	227.400	12/08/24	5.23	146.300		141.150	5.150	3.65	EUR	-4.15
		HDFC Life	702.450	12/08/24	0.01	566.650		551.150	15.500	2.81	INR	-6.81
		Hiscox	1,189.000	12/08/24	1.89	907.600		963.400	-55.800	-5.79	GBP	0.62
		Insurance Australia	7.160	12/08/24	0.56	4.550		4.600	-0.050	-1.09	AUD	-0.25
	S	Legal & General	225.600	12/08/24	0.53	263.800		257.800	6.000	2.33	GBP	-2.62
		Lowe´s	231.070	12/08/24	-2.02	209.990		186.250	23.740	12.75	USD	-1.28
		instrument	freshest		⇓ Δday	22/08/22	⇓ Δwk	23/05/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	23.150		22.430	0.720	3.21	CAD	-5.31
		Mapfre	2.134	12/08/24		1.642		1.796	-0.154	-8.57	EUR	-8.18
		Medibank Private	3.880	12/08/24	0.52	3.710		3.220	0.490	15.22	AUD	11.97
		MetLife	69.850	12/08/24	-0.40	65.910		63.950	1.960	3.06	USD	2.39
	S	Molina Healthcare	337.670	12/08/24	-0.15	329.500		311.810	17.690	5.67	USD	10.90
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,389.330		1,333.330	56.000	4.20	JPY	8.00
	L	Münchener Rück	439.200	12/08/24	1.01	232.000		223.000	9.000	4.04	EUR	-3.46
		NN	44.660	12/08/24	0.74	40.320		46.260	-5.940	-12.84	EUR	-11.62
		Phoenix	538.000	12/08/24	0.47	646.600		645.400	1.200	0.19	GBP	1.70
	L	Ping An	33.650	12/08/24	0.45	43.500		47.700	-4.200	-8.81	HKD	-20.50
	L	Ping An Ins	40.620	12/08/24	0.02	41.150		43.890	-2.740	-6.24	CNY	-14.21
		Prudential	635.400	12/08/24	0.41	941.200		1,017.000	-75.800	-7.45	GBP	-19.49
	L	QBE Insurance	16.190	12/08/24	0.87	12.190		12.240	-0.050	-0.41	AUD	3.61
		Quálitas	164.740	12/08/24	-2.49	89.130		103.290	-14.160	-13.71	MXN	-11.04
		Sampo	40.490	12/08/24	0.40	44.740		42.020	2.720	6.47	EUR	2.65
		Samsung F&M Ins	354,500.000	12/08/24	1.00	200,000.000		199,500.000	500.000	0.25	KRW	-4.83
		Samsung Life	89,700.000	12/08/24	-0.33	62,100.000		67,000.000	-4,900.000	-7.31	KRW	-5.10
		SBI Life	1,705.000	12/08/24	-1.17	1,276.000		1,076.500	199.500	18.53	INR	10.80
	S	Scor	17.130	12/08/24	1.06	16.100		25.650	-9.550	-37.23	EUR	-35.87
		Sompo	2,958.500	9/08/24	0.02	1,981.670		1,823.670	158.000	8.66	JPY	13.21
	L	Storebrand	106.000	12/08/24	0.38	79.520		83.380	-3.860	-4.63	NOK	-5.18
	S	Sun Life Financial	65.940	12/08/24	-0.11	60.640		61.560	-0.920	-1.49	CAD	-7.96
		Swiss Life	652.200	12/08/24	0.62	513.200		548.200	-35.000	-6.38	CHF	-2.87
		Swiss Re	104.000	12/08/24	0.10	74.080		79.580	-5.500	-6.91	CHF	-11.22
		instrument	freshest		⇓ Δday	22/08/22	⇓ Δwk	23/05/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	34.840		38.360	-3.520	-9.18	EUR	-10.72
		Travelers Companies	209.730	12/08/24	-1.29	169.140		172.100	-2.960	-1.72	USD	2.63
		Tryg	148.600	12/08/24	0.61	170.200		158.150	12.050	7.62	DKK	7.68
		Uniqa	7.680	12/08/24	0.26	6.580		7.370	-0.790	-10.72	EUR	-11.79
	S	UnitedHealth	565.290	12/08/24	1.17	544.570		492.080	52.490	10.67	USD	14.94
		Vienna Insurance	29.800	12/08/24	1.36	22.600		22.650	-0.050	-0.22	EUR	-5.89
	L	Zurich Insurance	464.700	12/08/24	0.85	428.500		440.000	-11.500	-2.61	CHF	2.87
	L	DFV	6.200	12/08/24	-0.80	11.120		11.840	-0.720	-6.08	EUR	-4.16
Insurances - 56 out of 57 instruments rated - 22/08/22 / 23/05/22 - 24 did rise, Market-Ratio(13) = 42.86 %

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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