Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Insurances - 17/04/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	17/04/23	⇓ Δwk	16/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	291.750		297.930	-6.180	-2.07	USD	5.92
		Admiral Group	2,698.000	12/08/24	0.86	2,193.000		2,161.000	32.000	1.48	GBP	3.54
		Aegon	5.562	12/08/24	0.22	4.078		5.088	-1.010	-19.85	EUR	-10.77
		Ageas	42.380	12/08/24	0.33	40.080		44.480	-4.400	-9.89	EUR	-3.16
	L	AIA	51.900	12/08/24	-1.33	85.900		87.950	-2.050	-2.33	HKD	10.17
		Allianz	255.900	12/08/24		216.500		219.000	-2.500	-1.14	EUR	12.05
		AIG	71.610	12/08/24	-0.62	51.920		64.410	-12.490	-19.39	USD	-7.24
		ASR	43.850	12/08/24	0.46	38.820		41.900	-3.080	-7.35	EUR	-6.51
		Aviva	484.200	12/08/24	0.35	417.400		443.900	-26.500	-5.97	GBP	-1.85
		Axa	32.350	12/08/24	-0.77	28.335		28.050	0.285	1.02	EUR	12.90
		Beazley	732.000	12/08/24	1.24	571.500		633.500	-62.000	-9.79	GBP	1.81
		Berkshire Hathaway	430.390	12/08/24	-0.30	323.790		317.640	6.150	1.94	USD	8.40
	L	China Life	29.490	12/08/24	0.44	35.200		37.430	-2.230	-5.96	CNY	15.20
	L	China Life Ins HK	10.380	12/08/24	0.58	13.780		14.900	-1.120	-7.52	HKD	16.45
	L	China Pacific Ins	27.390	12/08/24	0.22	28.680		26.230	2.450	9.34	CNY	27.04
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,464.000		2,984.500	-520.500	-17.44	JPY	-2.78
		FBD	12.900	12/08/24	0.39	14.050		11.000	3.050	27.73	EUR	32.23
		Generali	22.450	12/08/24	1.35	18.780		17.425	1.355	7.78	EUR	14.49
	L	Glanbia	18.110	12/08/24	0.50	13.700		11.870	1.830	15.42	EUR	17.69
		Hannover Rück	227.400	12/08/24	5.23	179.600		181.400	-1.800	-0.99	EUR	12.64
		HDFC Life	702.450	12/08/24	0.01	533.400		604.200	-70.800	-11.72	INR	-2.36
		Hiscox	1,189.000	12/08/24	1.89	1,099.000		1,085.000	14.000	1.29	GBP	12.45
		Insurance Australia	7.160	12/08/24	0.56	4.920		4.850	0.070	1.44	AUD	6.23
	S	Legal & General	225.600	12/08/24	0.53	249.000		258.600	-9.600	-3.71	GBP	-0.45
		Lowe´s	231.070	12/08/24	-2.02	205.000		212.160	-7.160	-3.37	USD	3.74
		instrument	freshest		⇓ Δday	17/04/23	⇓ Δwk	16/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.820		25.390	0.430	1.69	CAD	8.56
		Mapfre	2.134	12/08/24		1.916		1.857	0.059	3.18	EUR	9.48
		Medibank Private	3.880	12/08/24	0.52	3.520		2.890	0.630	21.80	AUD	10.39
		MetLife	69.850	12/08/24	-0.40	61.540		71.920	-10.380	-14.43	USD	-7.47
	S	Molina Healthcare	337.670	12/08/24	-0.15	295.130		300.250	-5.120	-1.71	USD	-4.50
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,438.000		1,395.330	42.670	3.06	JPY	5.55
	L	Münchener Rück	439.200	12/08/24	1.01	324.700		323.200	1.500	0.46	EUR	23.49
		NN	44.660	12/08/24	0.74	34.040		39.790	-5.750	-14.45	EUR	-17.47
		Phoenix	538.000	12/08/24	0.47	565.000		628.400	-63.400	-10.09	GBP	-5.96
	L	Ping An	33.650	12/08/24	0.45	54.100		60.800	-6.700	-11.02	HKD	13.42
	L	Ping An Ins	40.620	12/08/24	0.02	47.480		52.090	-4.610	-8.85	CNY	6.69
		Prudential	635.400	12/08/24	0.41	1,145.000		1,325.500	-180.500	-13.62	GBP	11.60
	L	QBE Insurance	16.190	12/08/24	0.87	14.840		13.010	1.830	14.07	AUD	17.72
		Quálitas	164.740	12/08/24	-2.49	114.140		91.600	22.540	24.61	MXN	22.34
		Sampo	40.490	12/08/24	0.40	44.090		47.890	-3.800	-7.93	EUR	-2.01
		Samsung F&M Ins	354,500.000	12/08/24	1.00	206,500.000		200,500.000	6,000.000	2.99	KRW	2.70
		Samsung Life	89,700.000	12/08/24	-0.33	64,700.000		71,500.000	-6,800.000	-9.51	KRW	-1.30
		SBI Life	1,705.000	12/08/24	-1.17	1,145.350		1,300.900	-155.550	-11.96	INR	-3.70
	S	Scor	17.130	12/08/24	1.06	22.120		22.780	-0.660	-2.90	EUR	11.77
		Sompo	2,958.500	9/08/24	0.02	1,804.670		1,892.670	-88.000	-4.65	JPY	-5.37
	L	Storebrand	106.000	12/08/24	0.38	80.120		86.580	-6.460	-7.46	NOK	-0.90
	S	Sun Life Financial	65.940	12/08/24	-0.11	64.540		64.790	-0.250	-0.39	CAD	5.02
		Swiss Life	652.200	12/08/24	0.62	587.200		522.600	64.600	12.36	CHF	14.49
		Swiss Re	104.000	12/08/24	0.10	85.320		92.660	-7.340	-7.92	CHF	4.60
		instrument	freshest		⇓ Δday	17/04/23	⇓ Δwk	16/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	43.760		45.180	-1.420	-3.14	EUR	10.62
		Travelers Companies	209.730	12/08/24	-1.29	171.280		193.920	-22.640	-11.67	USD	-1.45
		Tryg	148.600	12/08/24	0.61	150.200		160.000	-9.800	-6.13	DKK	-6.39
		Uniqa	7.680	12/08/24	0.26	8.090		7.560	0.530	7.01	EUR	14.53
	S	UnitedHealth	565.290	12/08/24	1.17	505.350		489.570	15.780	3.22	USD	-0.72
		Vienna Insurance	29.800	12/08/24	1.36	26.350		24.100	2.250	9.34	EUR	14.30
	L	Zurich Insurance	464.700	12/08/24	0.85	416.500		445.000	-28.500	-6.40	CHF	-3.38
	L	DFV	6.200	12/08/24	-0.80	7.700		9.690	-1.990	-20.54	EUR	-24.90
Insurances - 56 out of 57 instruments rated - 17/04/23 / 16/01/23 - 21 did rise, Market-Ratio(13) = 37.50 %

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.


	is taking down something concerning