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Assessment - Insurances - 6/11/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	6/11/23	⇓ Δwk	7/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	303.947		303.461	0.486	0.16	USD	3.24
		Admiral Group	2,698.000	12/08/24	0.86	2,480.000		2,118.000	362.000	17.09	GBP	13.12
		Aegon	5.562	12/08/24	0.22	4.744		5.020	-0.276	-5.50	EUR	3.46
		Ageas	42.380	12/08/24	0.33	37.160		38.310	-1.150	-3.00	EUR	-5.90
	L	AIA	51.900	12/08/24	-1.33	72.550		74.000	-1.450	-1.96	HKD	-6.43
		Allianz	255.900	12/08/24		221.150		215.050	6.100	2.84	EUR	3.37
		AIG	71.610	12/08/24	-0.62	63.940		61.910	2.030	3.28	USD	10.25
		ASR	43.850	12/08/24	0.46	35.940		41.890	-5.950	-14.20	EUR	-11.19
		Aviva	484.200	12/08/24	0.35	406.700		384.500	22.200	5.77	GBP	-1.58
		Axa	32.350	12/08/24	-0.77	27.830		27.645	0.185	0.67	EUR	0.87
		Beazley	732.000	12/08/24	1.24	530.000		504.000	26.000	5.16	GBP	-10.12
		Berkshire Hathaway	430.390	12/08/24	-0.30	346.630		362.580	-15.950	-4.40	USD	6.17
	L	China Life	29.490	12/08/24	0.44	33.490		37.170	-3.680	-9.90	CNY	-6.02
	L	China Life Ins HK	10.380	12/08/24	0.58	11.260		13.500	-2.240	-16.59	HKD	-11.75
	L	China Pacific Ins	27.390	12/08/24	0.22	27.060		29.380	-2.320	-7.90	CNY	-0.64
		Dai-ichi Life	3,803.000	9/08/24	3.15	3,192.000		2,774.500	417.500	15.05	JPY	17.68
		FBD	12.900	12/08/24	0.39	11.650		12.950	-1.300	-10.04	EUR	-4.93
		Generali	22.450	12/08/24	1.35	18.890		18.790	0.100	0.53	EUR	3.75
	L	Glanbia	18.110	12/08/24	0.50	15.370		14.210	1.160	8.16	EUR	17.22
		Hannover Rück	227.400	12/08/24	5.23	205.000		193.100	11.900	6.16	EUR	8.59
		HDFC Life	702.450	12/08/24	0.01	621.800		648.800	-27.000	-4.16	INR	8.01
		Hiscox	1,189.000	12/08/24	1.89	966.500		1,095.000	-128.500	-11.74	GBP	-9.46
		Insurance Australia	7.160	12/08/24	0.56	5.700		6.000	-0.300	-5.00	AUD	10.50
	S	Legal & General	225.600	12/08/24	0.53	222.100		228.800	-6.700	-2.93	GBP	-6.02
		Lowe´s	231.070	12/08/24	-2.02	194.230		223.300	-29.070	-13.02	USD	-7.00
		instrument	freshest		⇓ Δday	6/11/23	⇓ Δwk	7/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24		3.760					EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.390		25.990	-0.600	-2.31	CAD	1.04
		Mapfre	2.134	12/08/24		1.972		1.893	0.079	4.17	EUR	5.31
		Medibank Private	3.880	12/08/24	0.52	3.460		3.440	0.020	0.58	AUD	5.56
		MetLife	69.850	12/08/24	-0.40	60.430		64.180	-3.750	-5.84	USD	-4.00
	S	Molina Healthcare	337.670	12/08/24	-0.15	348.530		311.000	37.530	12.07	USD	14.16
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,909.000		1,686.000	223.000	13.23	JPY	23.87
	L	Münchener Rück	439.200	12/08/24	1.01	373.400		343.000	30.400	8.86	EUR	12.98
		NN	44.660	12/08/24	0.74	31.260		35.030	-3.770	-10.76	EUR	-12.50
		Phoenix	538.000	12/08/24	0.47	470.100		539.800	-69.700	-12.91	GBP	-15.56
	L	Ping An	33.650	12/08/24	0.45	42.250		54.100	-11.850	-21.90	HKD	-15.71
	L	Ping An Ins	40.620	12/08/24	0.02	46.060		51.700	-5.640	-10.91	CNY	-3.47
		Prudential	635.400	12/08/24	0.41	899.600		1,026.500	-126.900	-12.36	GBP	-15.25
	L	QBE Insurance	16.190	12/08/24	0.87	15.510		15.650	-0.140	-0.89	AUD	7.56
		Quálitas	164.740	12/08/24	-2.49	144.160		131.400	12.760	9.71	MXN	29.82
		Sampo	40.490	12/08/24	0.40	37.290		38.930	-1.640	-4.21	EUR	-13.82
		Samsung F&M Ins	354,500.000	12/08/24	1.00	263,000.000		247,500.000	15,500.000	6.26	KRW	17.66
		Samsung Life	89,700.000	12/08/24	-0.33	69,100.000		70,900.000	-1,800.000	-2.54	KRW	1.11
		SBI Life	1,705.000	12/08/24	-1.17	1,331.850		1,302.550	29.300	2.25	INR	8.07
	S	Scor	17.130	12/08/24	1.06	28.270		27.710	0.560	2.02	EUR	19.25
		Sompo	2,958.500	9/08/24	0.02	2,223.330		1,974.670	248.660	12.59	JPY	12.06
	L	Storebrand	106.000	12/08/24	0.38	92.320		87.540	4.780	5.46	NOK	9.87
	S	Sun Life Financial	65.940	12/08/24	-0.11	65.340		69.020	-3.680	-5.33	CAD	0.01
		Swiss Life	652.200	12/08/24	0.62	589.200		551.000	38.200	6.93	CHF	9.29
		Swiss Re	104.000	12/08/24	0.10	99.100		87.440	11.660	13.33	CHF	10.27
		instrument	freshest		⇓ Δday	6/11/23	⇓ Δwk	7/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	59.450		56.650	2.800	4.94	EUR	21.89
		Travelers Companies	209.730	12/08/24	-1.29	169.550		170.120	-0.570	-0.34	USD	-3.39
		Tryg	148.600	12/08/24	0.61	140.000		131.100	8.900	6.79	DKK	-5.80
		Uniqa	7.680	12/08/24	0.26	7.700		7.420	0.280	3.77	EUR	1.87
	S	UnitedHealth	565.290	12/08/24	1.17	533.460		510.740	22.720	4.45	USD	6.96
		Vienna Insurance	29.800	12/08/24	1.36	25.600		24.700	0.900	3.64	EUR	4.65
	L	Zurich Insurance	464.700	12/08/24	0.85	435.100		418.900	16.200	3.87	CHF	1.32
	L	DFV	6.200	12/08/24	-0.80	6.480		7.400	-0.920	-12.43	EUR	-20.88
Insurances - 56 out of 57 instruments rated - 6/11/23 / 7/08/23 - 29 did rise, Market-Ratio(13) = 51.79 %

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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