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Assessment - Insurances - 22/05/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	22/05/23	⇓ Δwk	20/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	300.697		302.130	-1.433	-0.47	USD	8.42
		Admiral Group	2,698.000	12/08/24	0.86	2,306.000		2,245.000	61.000	2.72	GBP	9.56
		Aegon	5.562	12/08/24	0.22	4.351		5.122	-0.771	-15.05	EUR	-3.10
		Ageas	42.380	12/08/24	0.33	41.030		43.240	-2.210	-5.11	EUR	0.14
	L	AIA	51.900	12/08/24	-1.33	79.950		83.250	-3.300	-3.96	HKD	1.61
		Allianz	255.900	12/08/24		211.600		218.350	-6.750	-3.09	EUR	8.97
		AIG	71.610	12/08/24	-0.62	53.960		60.820	-6.860	-11.28	USD	-2.37
		ASR	43.850	12/08/24	0.46	40.900		43.160	-2.260	-5.24	EUR	-0.62
		Aviva	484.200	12/08/24	0.35	418.500		447.100	-28.600	-6.40	GBP	-1.59
		Axa	32.350	12/08/24	-0.77	27.745		28.290	-0.545	-1.93	EUR	9.04
		Beazley	732.000	12/08/24	1.24	619.000		685.000	-66.000	-9.64	GBP	6.37
		Berkshire Hathaway	430.390	12/08/24	-0.30	329.130		308.240	20.890	6.78	USD	10.14
	L	China Life	29.490	12/08/24	0.44	40.950		36.180	4.770	13.18	CNY	28.83
	L	China Life Ins HK	10.380	12/08/24	0.58	14.720		14.100	0.620	4.40	HKD	21.67
	L	China Pacific Ins	27.390	12/08/24	0.22	31.640		28.680	2.960	10.32	CNY	35.34
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,530.500		2,964.000	-433.500	-14.63	JPY	0.17
		FBD	12.900	12/08/24	0.39	13.000		13.100	-0.100	-0.76	EUR	19.10
		Generali	22.450	12/08/24	1.35	18.045		18.365	-0.320	-1.74	EUR	9.59
	L	Glanbia	18.110	12/08/24	0.50	13.650		11.460	2.190	19.11	EUR	15.19
		Hannover Rück	227.400	12/08/24	5.23	195.600		181.950	13.650	7.50	EUR	19.57
		HDFC Life	702.450	12/08/24	0.01	567.000		507.950	59.050	11.63	INR	4.10
		Hiscox	1,189.000	12/08/24	1.89	1,168.000		1,127.000	41.000	3.64	GBP	17.33
		Insurance Australia	7.160	12/08/24	0.56	5.200		4.820	0.380	7.88	AUD	11.32
	S	Legal & General	225.600	12/08/24	0.53	236.600		259.500	-22.900	-8.82	GBP	-4.90
		Lowe´s	231.070	12/08/24	-2.02	203.150		212.750	-9.600	-4.51	USD	2.45
		instrument	freshest		⇓ Δday	22/05/23	⇓ Δwk	20/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	26.140		27.070	-0.930	-3.44	CAD	9.34
		Mapfre	2.134	12/08/24		1.873		1.966	-0.093	-4.73	EUR	6.55
		Medibank Private	3.880	12/08/24	0.52	3.520		3.060	0.460	15.03	AUD	9.33
		MetLife	69.850	12/08/24	-0.40	52.370		72.540	-20.170	-27.81	USD	-19.95
	S	Molina Healthcare	337.670	12/08/24	-0.15	287.990		296.070	-8.080	-2.73	USD	-6.26
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,598.000		1,485.670	112.330	7.56	JPY	15.63
	L	Münchener Rück	439.200	12/08/24	1.01	333.700		330.500	3.200	0.97	EUR	22.41
		NN	44.660	12/08/24	0.74	35.460		39.920	-4.460	-11.17	EUR	-11.30
		Phoenix	538.000	12/08/24	0.47	582.200		634.400	-52.200	-8.23	GBP	-2.62
	L	Ping An	33.650	12/08/24	0.45	54.950		58.050	-3.100	-5.34	HKD	14.15
	L	Ping An Ins	40.620	12/08/24	0.02	51.420		49.950	1.470	2.94	CNY	14.26
		Prudential	635.400	12/08/24	0.41	1,183.000		1,297.000	-114.000	-8.79	GBP	13.40
	L	QBE Insurance	16.190	12/08/24	0.87	14.740		14.920	-0.180	-1.21	AUD	14.70
		Quálitas	164.740	12/08/24	-2.49	118.440		112.060	6.380	5.69	MXN	26.36
		Sampo	40.490	12/08/24	0.40	43.090		45.700	-2.610	-5.71	EUR	-4.15
		Samsung F&M Ins	354,500.000	12/08/24	1.00	236,000.000		205,000.000	31,000.000	15.12	KRW	16.62
		Samsung Life	89,700.000	12/08/24	-0.33	67,100.000		67,100.000	0.000	0.00	KRW	2.13
		SBI Life	1,705.000	12/08/24	-1.17	1,150.800		1,158.400	-7.600	-0.66	INR	-3.79
	S	Scor	17.130	12/08/24	1.06	25.970		23.280	2.690	11.55	EUR	32.59
		Sompo	2,958.500	9/08/24	0.02	2,004.670		1,932.000	72.670	3.76	JPY	4.17
	L	Storebrand	106.000	12/08/24	0.38	81.300		84.380	-3.080	-3.65	NOK	0.71
	S	Sun Life Financial	65.940	12/08/24	-0.11	67.180		68.910	-1.730	-2.51	CAD	9.16
		Swiss Life	652.200	12/08/24	0.62	536.000		555.800	-19.800	-3.56	CHF	4.46
		Swiss Re	104.000	12/08/24	0.10	91.160		97.480	-6.320	-6.48	CHF	10.82
		instrument	freshest		⇓ Δday	22/05/23	⇓ Δwk	20/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	49.640		45.020	4.620	10.26	EUR	23.66
		Travelers Companies	209.730	12/08/24	-1.29	181.100		185.750	-4.650	-2.50	USD	3.96
		Tryg	148.600	12/08/24	0.61	161.550		156.850	4.700	3.00	DKK	0.99
		Uniqa	7.680	12/08/24	0.26	8.200		7.930	0.270	3.40	EUR	14.84
	S	UnitedHealth	565.290	12/08/24	1.17	480.620		499.080	-18.460	-3.70	USD	-5.35
		Vienna Insurance	29.800	12/08/24	1.36	26.450		25.500	0.950	3.73	EUR	13.39
	L	Zurich Insurance	464.700	12/08/24	0.85	428.600		439.700	-11.100	-2.52	CHF	-0.20
	L	DFV	6.200	12/08/24	-0.80	7.860		9.500	-1.640	-17.26	EUR	-20.17
Insurances - 56 out of 57 instruments rated - 22/05/23 / 20/02/23 - 22 did rise, Market-Ratio(13) = 39.29 %

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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