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Assessment - Insurances - 24/04/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	24/04/23	⇓ Δwk	23/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	295.754		298.266	-2.512	-0.84	USD	7.34
		Admiral Group	2,698.000	12/08/24	0.86	2,262.000		2,112.000	150.000	7.10	GBP	7.04
		Aegon	5.562	12/08/24	0.22	4.107		5.016	-0.909	-18.12	EUR	-9.72
		Ageas	42.380	12/08/24	0.33	40.440		44.220	-3.780	-8.55	EUR	-2.02
	L	AIA	51.900	12/08/24	-1.33	82.450		87.600	-5.150	-5.88	HKD	5.62
		Allianz	255.900	12/08/24		223.750		220.100	3.650	1.66	EUR	15.82
		AIG	71.610	12/08/24	-0.62	51.820		63.100	-11.280	-17.88	USD	-7.06
		ASR	43.850	12/08/24	0.46	39.790		42.900	-3.110	-7.25	EUR	-3.89
		Aviva	484.200	12/08/24	0.35	421.600		440.100	-18.500	-4.20	GBP	-0.79
		Axa	32.350	12/08/24	-0.77	29.320		28.040	1.280	4.56	EUR	16.72
		Beazley	732.000	12/08/24	1.24	583.000		637.500	-54.500	-8.55	GBP	2.97
		Berkshire Hathaway	430.390	12/08/24	-0.30	326.050		310.420	15.630	5.04	USD	9.29
	L	China Life	29.490	12/08/24	0.44	36.260		36.100	0.160	0.44	CNY	17.98
	L	China Life Ins HK	10.380	12/08/24	0.58	14.100		15.020	-0.920	-6.13	HKD	18.89
	L	China Pacific Ins	27.390	12/08/24	0.22	30.070		26.290	3.780	14.38	CNY	32.62
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,473.500		2,984.000	-510.500	-17.11	JPY	-2.31
		FBD	12.900	12/08/24	0.39	13.050		10.800	2.250	20.83	EUR	22.12
		Generali	22.450	12/08/24	1.35	19.135		17.840	1.295	7.26	EUR	16.70
	L	Glanbia	18.110	12/08/24	0.50	13.700		11.580	2.120	18.31	EUR	17.13
		Hannover Rück	227.400	12/08/24	5.23	190.450		185.050	5.400	2.92	EUR	18.99
		HDFC Life	702.450	12/08/24	0.01	547.550		589.200	-41.650	-7.07	INR	0.37
		Hiscox	1,189.000	12/08/24	1.89	1,147.000		1,109.500	37.500	3.38	GBP	17.03
		Insurance Australia	7.160	12/08/24	0.56	4.960		5.020	-0.060	-1.20	AUD	6.84
	S	Legal & General	225.600	12/08/24	0.53	254.800		256.800	-2.000	-0.78	GBP	2.05
		Lowe´s	231.070	12/08/24	-2.02	211.040		205.110	5.930	2.89	USD	6.73
		instrument	freshest		⇓ Δday	24/04/23	⇓ Δwk	23/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	26.250		25.570	0.680	2.66	CAD	10.45
		Mapfre	2.134	12/08/24		1.883		1.866	0.017	0.91	EUR	7.56
		Medibank Private	3.880	12/08/24	0.52	3.590		2.890	0.700	24.22	AUD	12.35
		MetLife	69.850	12/08/24	-0.40	60.410		70.690	-10.280	-14.54	USD	-8.92
	S	Molina Healthcare	337.670	12/08/24	-0.15	283.660		297.270	-13.610	-4.58	USD	-8.00
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,462.330		1,388.670	73.660	5.30	JPY	7.08
	L	Münchener Rück	439.200	12/08/24	1.01	338.100		325.700	12.400	3.81	EUR	27.89
		NN	44.660	12/08/24	0.74	34.450		39.090	-4.640	-11.87	EUR	-15.90
		Phoenix	538.000	12/08/24	0.47	576.000		628.800	-52.800	-8.40	GBP	-3.97
	L	Ping An	33.650	12/08/24	0.45	52.650		62.150	-9.500	-15.29	HKD	10.49
	L	Ping An Ins	40.620	12/08/24	0.02	46.400		52.100	-5.700	-10.94	CNY	4.24
		Prudential	635.400	12/08/24	0.41	1,144.500		1,299.500	-155.000	-11.93	GBP	11.42
	L	QBE Insurance	16.190	12/08/24	0.87	15.130		13.490	1.640	12.16	AUD	19.54
		Quálitas	164.740	12/08/24	-2.49	116.890		92.870	24.020	25.86	MXN	25.31
		Sampo	40.490	12/08/24	0.40	45.280		48.790	-3.510	-7.19	EUR	0.77
		Samsung F&M Ins	354,500.000	12/08/24	1.00	217,500.000		206,000.000	11,500.000	5.58	KRW	8.18
		Samsung Life	89,700.000	12/08/24	-0.33	65,600.000		71,100.000	-5,500.000	-7.74	KRW	0.07
		SBI Life	1,705.000	12/08/24	-1.17	1,105.700		1,295.400	-189.700	-14.64	INR	-6.99
	S	Scor	17.130	12/08/24	1.06	23.110		23.490	-0.380	-1.62	EUR	17.18
		Sompo	2,958.500	9/08/24	0.02	1,845.000		1,889.000	-44.000	-2.33	JPY	-3.37
	L	Storebrand	106.000	12/08/24	0.38	80.340		86.340	-6.000	-6.95	NOK	-0.48
	S	Sun Life Financial	65.940	12/08/24	-0.11	65.310		65.490	-0.180	-0.27	CAD	6.38
		Swiss Life	652.200	12/08/24	0.62	594.200		537.200	57.000	10.61	CHF	15.98
		Swiss Re	104.000	12/08/24	0.10	89.780		94.180	-4.400	-4.67	CHF	10.15
		instrument	freshest		⇓ Δday	24/04/23	⇓ Δwk	23/01/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	45.520		45.960	-0.440	-0.96	EUR	14.91
		Travelers Companies	209.730	12/08/24	-1.29	179.130		186.360	-7.230	-3.88	USD	3.22
		Tryg	148.600	12/08/24	0.61	158.800		162.350	-3.550	-2.19	DKK	-0.83
		Uniqa	7.680	12/08/24	0.26	8.140		7.760	0.380	4.90	EUR	15.01
	S	UnitedHealth	565.290	12/08/24	1.17	488.940		485.810	3.130	0.64	USD	-3.85
		Vienna Insurance	29.800	12/08/24	1.36	26.450		24.850	1.600	6.44	EUR	14.53
	L	Zurich Insurance	464.700	12/08/24	0.85	433.200		443.000	-9.800	-2.21	CHF	0.68
	L	DFV	6.200	12/08/24	-0.80	7.840		9.670	-1.830	-18.92	EUR	-22.85
Insurances - 56 out of 57 instruments rated - 24/04/23 / 23/01/23 - 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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