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Assessment - Insurances - 19/09/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	19/09/22	⇓ Δwk	20/06/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	269.444		262.773	6.671	2.54	USD	-3.14
		Admiral Group	2,698.000	12/08/24	0.86	2,272.000		2,157.000	115.000	5.33	GBP	-11.42
		Aegon	5.562	12/08/24	0.22	4.674		4.408	0.266	6.03	EUR	4.00
		Ageas	42.380	12/08/24	0.33	39.990		42.400	-2.410	-5.68	EUR	-7.67
	L	AIA	51.900	12/08/24	-1.33	71.200		80.400	-9.200	-11.44	HKD	-12.36
		Allianz	255.900	12/08/24		174.100		186.120	-12.020	-6.46	EUR	-11.73
		AIG	71.610	12/08/24	-0.62	54.590		51.460	3.130	6.08	USD	-3.81
		ASR	43.850	12/08/24	0.46	42.080		38.240	3.840	10.04	EUR	3.75
		Aviva	484.200	12/08/24	0.35	440.100		417.700	22.400	5.36	GBP	6.37
		Axa	32.350	12/08/24	-0.77	25.050		22.715	2.335	10.28	EUR	2.42
		Beazley	732.000	12/08/24	1.24	612.500		497.000	115.500	23.24	GBP	35.53
		Berkshire Hathaway	430.390	12/08/24	-0.30	278.950		268.080	10.870	4.05	USD	-7.09
	L	China Life	29.490	12/08/24	0.44	30.860		28.880	1.980	6.86	CNY	9.21
	L	China Life Ins HK	10.380	12/08/24	0.58	10.980		12.680	-1.700	-13.41	HKD	-12.38
	L	China Pacific Ins	27.390	12/08/24	0.22	20.420		23.030	-2.610	-11.33	CNY	-14.89
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,433.500		2,516.500	-83.000	-3.30	JPY	-1.35
		FBD	12.900	12/08/24	0.39	10.250		9.400	0.850	9.04	EUR	12.85
		Generali	22.450	12/08/24	1.35	15.170		15.900	-0.730	-4.59	EUR	-12.38
	L	Glanbia	18.110	12/08/24	0.50	12.100		10.530	1.570	14.91	EUR	1.70
		Hannover Rück	227.400	12/08/24	5.23	160.200		139.600	20.600	14.76	EUR	5.27
		HDFC Life	702.450	12/08/24	0.01	548.100		553.150	-5.050	-0.91	INR	-8.38
		Hiscox	1,189.000	12/08/24	1.89	936.400		950.600	-14.200	-1.49	GBP	4.07
		Insurance Australia	7.160	12/08/24	0.56	4.490		4.210	0.280	6.65	AUD	-0.52
	S	Legal & General	225.600	12/08/24	0.53	262.000		246.900	15.100	6.12	GBP	-2.86
		Lowe´s	231.070	12/08/24	-2.02	195.100		172.470	22.630	13.12	USD	-8.18
		instrument	freshest		⇓ Δday	19/09/22	⇓ Δwk	20/06/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	23.100		21.970	1.130	5.14	CAD	-5.01
		Mapfre	2.134	12/08/24		1.716		1.702	0.014	0.82	EUR	-3.23
		Medibank Private	3.880	12/08/24	0.52	3.530		3.100	0.430	13.87	AUD	6.42
		MetLife	69.850	12/08/24	-0.40	66.280		60.870	5.410	8.89	USD	2.38
	S	Molina Healthcare	337.670	12/08/24	-0.15	343.770		251.750	92.020	36.55	USD	13.55
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,393.000		1,325.670	67.330	5.08	JPY	7.31
	L	Münchener Rück	439.200	12/08/24	1.01	257.000		222.600	34.400	15.45	EUR	7.10
		NN	44.660	12/08/24	0.74	41.740		45.340	-3.600	-7.94	EUR	-7.89
		Phoenix	538.000	12/08/24	0.47	609.600		623.200	-13.600	-2.18	GBP	-3.97
	L	Ping An	33.650	12/08/24	0.45	45.000		51.150	-6.150	-12.02	HKD	-15.81
	L	Ping An Ins	40.620	12/08/24	0.02	43.930		45.360	-1.430	-3.15	CNY	-7.14
		Prudential	635.400	12/08/24	0.41	957.600		969.800	-12.200	-1.26	GBP	-15.10
	L	QBE Insurance	16.190	12/08/24	0.87	12.030		11.230	0.800	7.12	AUD	2.05
		Quálitas	164.740	12/08/24	-2.49	84.780		92.300	-7.520	-8.15	MXN	-14.73
		Sampo	40.490	12/08/24	0.40	45.870		41.330	4.540	10.98	EUR	5.11
		Samsung F&M Ins	354,500.000	12/08/24	1.00	193,000.000		194,500.000	-1,500.000	-0.77	KRW	-7.10
		Samsung Life	89,700.000	12/08/24	-0.33	62,300.000		66,800.000	-4,500.000	-6.74	KRW	-3.68
		SBI Life	1,705.000	12/08/24	-1.17	1,303.300		1,075.950	227.350	21.13	INR	12.43
	S	Scor	17.130	12/08/24	1.06	16.550		21.550	-5.000	-23.20	EUR	-31.41
		Sompo	2,958.500	9/08/24	0.02	2,029.670		1,919.330	110.340	5.75	JPY	14.34
	L	Storebrand	106.000	12/08/24	0.38	75.960		79.200	-3.240	-4.09	NOK	-9.56
	S	Sun Life Financial	65.940	12/08/24	-0.11	58.170		58.870	-0.700	-1.19	CAD	-10.99
		Swiss Life	652.200	12/08/24	0.62	511.000		489.700	21.300	4.35	CHF	-3.78
		Swiss Re	104.000	12/08/24	0.10	81.440		75.000	6.440	8.59	CHF	-1.73
		instrument	freshest		⇓ Δday	19/09/22	⇓ Δwk	20/06/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	39.120		37.260	1.860	4.99	EUR	0.80
		Travelers Companies	209.730	12/08/24	-1.29	164.290		161.880	2.410	1.49	USD	-0.61
		Tryg	148.600	12/08/24	0.61	165.600		158.050	7.550	4.78	DKK	4.19
		Uniqa	7.680	12/08/24	0.26	6.800		6.990	-0.190	-2.72	EUR	-7.57
	S	UnitedHealth	565.290	12/08/24	1.17	523.550		452.060	71.490	15.81	USD	8.52
		Vienna Insurance	29.800	12/08/24	1.36	23.150		22.900	0.250	1.09	EUR	-3.00
	L	Zurich Insurance	464.700	12/08/24	0.85	429.700		414.200	15.500	3.74	CHF	2.68
	L	DFV	6.200	12/08/24	-0.80	10.500		11.800	-1.300	-11.02	EUR	-8.23
Insurances - 56 out of 57 instruments rated - 19/09/22 / 20/06/22 - 34 did rise, Market-Ratio(13) = 60.71 %

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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