Share-o-matic - Assessment Insurances

Assessment - Insurances - 7/01/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
		SOM Insurances	341.251	8/12/24	0.30	348.747	-2.15	317.533	31.214	9.83	USD	7.97
		MS&AD Insurance	3,013.000	8/09/24	-0.50	3,713.000	-18.85	2,027.670	1,685.330	83.12	JPY	49.18
		Sompo	2,958.500	8/09/24	0.02	3,485.000	-15.11	2,564.000	921.000	35.92	JPY	28.96
		Manulife Financial	34.320	8/12/24	-0.35	36.430	-5.79	29.580	6.850	23.16	CAD	23.76
		Samsung F&M Ins	354,500.000	8/12/24	1.00	372,000.000	-4.70	298,500.000	73,500.000	24.62	KRW	23.68
		Dai-ichi Life	3,803.000	8/09/24	3.15	4,459.000	-14.71	3,122.000	1,337.000	42.83	JPY	21.79
	L	Glanbia	18.110	8/12/24	0.50	18.230	-0.66	16.160	2.070	12.81	EUR	19.83
		Quálitas	164.740	8/12/24	-2.49	189.050	-12.86	189.000	0.050	0.03	MXN	18.49
	L	Münchener Rück	439.200	8/12/24	1.01	466.900	-5.93	394.700	72.200	18.29	EUR	18.31
	L	Storebrand	106.000	8/12/24	0.38	109.200	-2.93	94.940	14.260	15.02	NOK	17.83
	L	DFV	6.200	8/12/24	-0.80	7.250	-14.48	6.400	0.850	13.28	EUR	17.67
		Beazley	732.000	8/12/24	1.24	686.500	6.63	551.000	135.500	24.59	GBP	16.64
		NN	44.660	8/12/24	0.74	43.940	1.64	37.730	6.210	16.46	EUR	14.52
		Talanx	66.500	8/12/24	1.92	75.050	-11.39	66.100	8.950	13.54	EUR	14.33
	L	QBE Insurance	16.190	8/12/24	0.87	17.060	-5.10	16.160	0.900	5.57	AUD	14.13
		Generali	22.450	8/12/24	1.35	23.930	-6.18	20.610	3.320	16.11	EUR	12.54
		Swiss Re	104.000	8/12/24	0.10	112.400	-7.47	100.050	12.350	12.34	CHF	12.30
		AIG	71.610	8/12/24	-0.62	74.490	-3.87	68.930	5.560	8.07	USD	11.59
		Aegon	5.562	8/12/24	0.22	5.856	-5.02	5.398	0.458	8.48	EUR	11.53
		Samsung Life	89,700.000	8/12/24	-0.33	87,500.000	2.51	77,200.000	10,300.000	13.34	KRW	11.09
		Insurance Australia	7.160	8/12/24	0.56	7.110	0.70	6.100	1.010	16.56	AUD	10.89
		Travelers Companies	209.730	8/12/24	-1.29	202.970	3.33	213.080	-10.110	-4.74	USD	10.84
		Aviva	484.200	8/12/24	0.35	476.000	1.72	425.800	50.200	11.79	GBP	10.82
		Berkshire Hathaway	430.390	8/12/24	-0.30	405.190	6.22	390.760	14.430	3.69	USD	9.59
	L	China Pacific Ins	27.390	8/12/24	0.22	28.540	-4.03	24.080	4.460	18.52	CNY	9.20
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
		Swiss Life	652.200	8/12/24	0.62	669.200	-2.54	619.000	50.200	8.11	CHF	8.91
	L	Zurich Insurance	464.700	8/12/24	0.85	482.800	-3.75	440.700	42.100	9.55	CHF	8.25
		Vienna Insurance	29.800	8/12/24	1.36	30.600	-2.61	25.900	4.700	18.15	EUR	7.92
		Allianz	255.900	8/12/24		262.500	-2.51	245.400	17.100	6.97	EUR	7.44
		Ageas	42.380	8/12/24	0.33	43.100	-1.67	37.820	5.280	13.96	EUR	6.75
		Hannover Rück	227.400	8/12/24	5.23	240.900	-5.60	226.200	14.700	6.50	EUR	6.49
		Mapfre	2.134	8/12/24		2.172	-1.75	2.036	0.136	6.68	EUR	6.36
		SBI Life	1,705.000	8/12/24	-1.17	1,501.850	13.53	1,419.850	82.000	5.78	INR	6.00
		MetLife	69.850	8/12/24	-0.40	69.880	-0.04	65.810	4.070	6.18	USD	5.97
		Tryg	148.600	8/12/24	0.61	153.100	-2.94	145.850	7.250	4.97	DKK	5.77
		ASR	43.850	8/12/24	0.46	44.820	-2.16	43.660	1.160	2.66	EUR	5.38
		Hiscox	1,189.000	8/12/24	1.89	1,134.000	4.85	1,032.000	102.000	9.88	GBP	4.93
		Medibank Private	3.880	8/12/24	0.52	3.690	5.15	3.810	-0.120	-3.15	AUD	4.93
		Admiral Group	2,698.000	8/12/24	0.86	2,574.000	4.82	2,502.000	72.000	2.88	GBP	3.43
		Lowe´s	231.070	8/12/24	-2.02	213.560	8.20	218.010	-4.450	-2.04	USD	3.11
		FBD	12.900	8/12/24	0.39	13.100	-1.53	11.600	1.500	12.93	EUR	2.21
		Axa	32.350	8/12/24	-0.77	31.260	3.49	30.410	0.850	2.80	EUR	0.60
	L	China Life Ins HK	10.380	8/12/24	0.58	11.040	-5.98	8.870	2.170	24.46	HKD	0.11
		Uniqa	7.680	8/12/24	0.26	8.000	-4.00	7.740	0.260	3.36	EUR	-0.68
	L	China Life	29.490	8/12/24	0.44	31.350	-5.93	29.030	2.320	7.99	CNY	-0.76
		Sampo	40.490	8/12/24	0.40	40.180	0.77	38.945	1.235	3.17	EUR	-2.21
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	502.960	-8.310	-1.65	USD	-3.00
	S	Legal & General	225.600	8/12/24	0.53	228.900	-1.44	249.300	-20.400	-8.18	GBP	-3.05
		HDFC Life	702.450	8/12/24	0.01	600.750	16.93	563.350	37.400	6.64	INR	-3.50
	S	Sun Life Financial	65.940	8/12/24	-0.11	67.080	-1.70	69.150	-2.070	-2.99	CAD	-4.57
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
	L	Ping An Ins	40.620	8/12/24	0.02	41.620	-2.40	40.680	0.940	2.31	CNY	-5.07
		Phoenix	538.000	8/12/24	0.47	532.500	1.03	497.200	35.300	7.10	GBP	-5.41
	L	Ping An	33.650	8/12/24	0.45	35.400	-4.94	31.900	3.500	10.97	HKD	-7.18
	S	Molina Healthcare	337.670	8/12/24	-0.15	292.160	15.58	351.100	-58.940	-16.79	USD	-10.63
	S	Scor	17.130	8/12/24	1.06	24.160	-29.10	28.550	-4.390	-15.38	EUR	-11.76
	L	AIA	51.900	8/12/24	-1.33	53.000	-2.08	60.250	-7.250	-12.03	HKD	-14.44
		Prudential	635.400	8/12/24	0.41	714.200	-11.03	817.800	-103.600	-12.67	GBP	-18.98
		Mandatum	4.220	8/12/24		4.227	-0.17	4.040	0.187	4.63	EUR	-na-
Insurances - 57 out of 57 instruments rated - 7/01/24 / 2/05/24 - 47 did rise, Market-Ratio(21) = 82.46 %

Technical Chart

	Insurances RS = 21 - B/S = 33/55

1/04/21	scale up chart	7/01/24

Transactions Insurances * S21 - 33/55 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/20/07	595		- cash -
short	8/20/07	8/11/08	357		Ageas	100	37	EUR	268.100	95.900	749.506	481.406	180	27,812	186
8/11/08		8/18/08	7		- cash -
	8/18/08	6/15/09	301		AIG	100	64	USD	432.000	30.600	6,098.824	5,666.824	1,312	390,489	2,379
6/15/09		5/24/10	343		- cash -
	5/24/10	10/18/10	147		UnipolSai	100	34,380	EUR	11.358	11.744	10.972	-0.386	-3	377,218	-8
10/18/10		6/13/11	238		- cash -
	6/13/11	1/16/12	217		UnipolSai	100	55,140	EUR	6.841	1.569	29.828	22.987	336	1,644,694	1,090
1/16/12		8/17/15	1309		- cash -
	8/17/15	9/05/16	385		FBD	100	238,361	EUR	6.900	6.880	6.920	0.020	0	1,649,485	0
9/05/16		6/11/18	644		- cash -
	6/11/18	8/27/18	77		AMP	100	454,403	AUD	3.630	3.350	3.933	0.303	8	1,787,351	46
8/27/18		9/10/18	14		- cash -
	9/10/18	11/19/18	70		China Life Ins HK	100	106,516	HKD	16.780	16.880	16.680	-0.100	-1	1,776,699	-3
11/19/18		12/10/18	21		- cash -
	12/10/18	3/11/19	91		AMP	100	779,253	AUD	2.280	2.400	2.160	-0.120	-5	1,683,189	-19
3/11/19		3/09/20	364		- cash -
	3/09/20	8/10/20	154		Hanwha Life	100	1,202,277	KRW	1.400	1.530	1.270	-0.130	-9	1,526,893	-21
8/10/20		11/02/20	84		- cash -
	11/02/20	11/09/20	7		Uniqa	100	308,775	EUR	4.945	5.460	4.430	-0.515	-10	1,367,873	-100
11/09/20		3/07/22	483		- cash -
	3/07/22	4/25/22	49		Prudential	100	134,236	GBP	10.190	9.892	10.497	0.307	3	1,409,084	25
4/25/22		5/23/22	28		- cash -
	5/23/22	8/01/22	70		New China Life	100	49,932	CNY	28.220	28.840	27.600	-0.620	-2	1,378,126	-11
8/01/22		8/22/22	21		- cash -
	8/22/22	11/07/22	77		Scor	100	85,597	EUR	16.100	15.770	16.437	0.337	2	1,406,964	10
11/07/22		7/10/23	245		- cash -
	7/10/23	8/07/23	28		DFV	100	178,548	EUR	7.880	7.400	8.391	0.511	6	1,498,220	127
8/07/23		7/04/25	697		- cash -
accum	8/20/07	8/07/23	2030	days out of 7123 invested (28%)								14,882		1,498,220	146

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	8/18/08	6/15/09	301	432.00	30.60	6,098.82	5,666.82	1,311.76	1,311.76
UnipolSai		5/24/10	10/18/10	147	11.36	11.74	10.97	-0.39	-3.40
		6/13/11	1/16/12	217	6.84	1.57	29.83	22.99	336.01	321.19
Ageas		8/20/07	8/11/08	357	268.10	95.90	749.51	481.41	179.56	179.56
DFV		7/10/23	8/07/23	28	7.88	7.40	8.39	0.51	6.49	6.49
Prudential		3/07/22	4/25/22	49	10.19	9.89	10.50	0.31	3.01	3.01
AMP		6/11/18	8/27/18	77	3.63	3.35	3.93	0.30	8.36
		12/10/18	3/11/19	91	2.28	2.40	2.16	-0.12	-5.26	2.66
Scor		8/22/22	11/07/22	77	16.10	15.77	16.44	0.34	2.09	2.09
FBD		8/17/15	9/05/16	385	6.90	6.88	6.92	0.02	0.29	0.29
China Life Ins HK		9/10/18	11/19/18	70	16.78	16.88	16.68	-0.10	-0.60	-0.60
New China Life		5/23/22	8/01/22	70	28.22	28.84	27.60	-0.62	-2.20	-2.20
Hanwha Life		3/09/20	8/10/20	154	1.40	1.53	1.27	-0.13	-9.29	-9.29
Uniqa		11/02/20	11/09/20	7	4.95	5.46	4.43	-0.52	-10.41	-10.41

Annotations

3/28/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
8/25/15	NN	recording started
7/27/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
5/18/15	Tryg	forward stock split 1:5 (five for one)
3/12/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


	is taking down something concerning