Share-o-matic - Assessment Insurances

Assessment - Insurances - 5/10/21 - RS = 13

		⇓instrument	freshest		⇓ Δday	5/10/21	⇓ Δwk	2/08/21	prc diff	⇓ Δ13	Curr	∅-RS
		SOM Insurances	280.704	Wed	-0.08	285.012	-1.51	263.141	21.871	8.31	USD	16.80
		Hanwha Life	3,840.000	Wed	2.13	3,710.000	3.50	2,830.000	880.000	31.10	KRW	89.92
	L	MetLife	63.420	Wed	-2.02	66.470	-4.59	54.180	12.290	22.68	USD	51.08
	L	AIG	50.080	Wed	-0.60	52.220	-4.10	42.290	9.930	23.48	USD	48.25
		Samsung Life	84,100.000	Wed	-2.21	85,400.000	-1.52	72,700.000	12,700.000	17.47	KRW	36.63
		Aegon	4.201	Wed	7.52	3.975	5.69	3.624	0.351	9.69	EUR	36.60
		Storebrand	79.100	Wed	0.51	80.240	-1.42	70.360	9.880	14.04	NOK	35.46
	L	Berkshire Hathaway	282.910	Wed	-0.95	292.330	-3.22	237.420	54.910	23.13	USD	34.45
		Molina Healthcare	257.150	Wed	-2.24	268.740	-4.31	202.540	66.200	32.68	USD	34.10
	L	Lowe´s	195.540	Wed	-4.77	211.310	-7.46	179.170	32.140	17.94	USD	34.04
	L	Glanbia	13.910	Wed	0.36	13.550	2.66	10.170	3.380	33.24	EUR	33.54
	L	Aviva	403.500	Wed	0.75	413.200	-2.35	343.100	70.100	20.43	GBP	32.74
		Ageas	52.320	Wed	2.51	51.800	1.00	45.440	6.360	14.00	EUR	32.36
	L	Allstate	132.750	Wed	-1.03	134.600	-1.37	107.380	27.220	25.35	USD	32.32
		RSA Insurance	683.800	Wed		684.000	-0.03	677.200	6.800	1.00	GBP	30.37
	L	Dai-ichi Life	2,002.500	Wed	-0.32	2,056.500	-2.63	1,810.000	246.500	13.62	JPY	29.79
		CNP Assurances	15.600	Wed	2.23	15.520	0.52	13.480	2.040	15.13	EUR	28.88
	L	UnitedHealth	405.370	Wed	-1.54	420.890	-3.69	324.340	96.550	29.77	USD	28.63
	L	NN	42.920	Wed	0.85	43.280	-0.83	35.280	8.000	22.68	EUR	28.35
	L	Travelers Companies	153.750	Wed	-1.88	161.670	-4.90	146.200	15.470	10.58	USD	27.63
	L	Prudential	1,525.000	Wed	0.36	1,585.500	-3.82	1,241.000	344.500	27.76	GBP	26.03
	L	Generali	17.480	Wed	0.40	17.560	-0.46	15.720	1.840	11.70	EUR	25.95
		Axa	22.695	Wed	0.55	23.045	-1.52	19.250	3.795	19.71	EUR	24.29
		Legal & General	281.700	Wed	0.50	288.400	-2.32	261.300	27.100	10.37	GBP	23.59
		Manulife Financial	25.550	Wed	-0.27	26.020	-1.81	24.440	1.580	6.46	CAD	23.54
		⇓instrument	freshest		⇓ Δday	5/10/21	⇓ Δwk	2/08/21	prc diff	⇓ Δ13	Curr	∅-RS
		ASR	37.030	Wed	1.01	37.740	-1.88	32.930	4.810	14.61	EUR	23.08
		AIA	97.650	Wed	-1.06	101.900	-4.17	100.400	1.500	1.49	HKD	22.44
	L	Uniqa	7.220	Wed	0.84	7.300	-1.10	6.470	0.830	12.83	EUR	21.43
	L	Mapfre	1.904	Wed	1.49	1.915	-0.57	1.628	0.287	17.60	EUR	20.39
		Swiss Life	455.700	Wed	1.04	462.000	-1.36	431.900	30.100	6.97	CHF	19.89
	L	Sampo	40.270	Wed	1.16	40.440	-0.42	36.570	3.870	10.58	EUR	17.39
		Sun Life Financial	64.530	Wed	-0.92	65.910	-2.09	61.200	4.710	7.70	CAD	17.01
	L	QBE Insurance	10.500	Wed	-0.76	10.680	-1.69	8.500	2.180	25.65	AUD	16.69
		Allianz	213.500	Wed	1.23	215.200	-0.79	195.580	19.620	10.03	EUR	15.11
		Swiss Re	87.160	Wed	0.76	88.100	-1.07	83.100	5.000	6.02	CHF	13.72
		Vienna Insurance	23.100	Wed	0.43	23.100		22.100	1.000	4.52	EUR	12.94
	L	Samsung F&M Ins	211,500.000	Wed	0.95	207,000.000	2.17	170,000.000	37,000.000	21.76	KRW	11.67
		Talanx	34.900	Wed	-0.34	35.560	-1.86	32.980	2.580	7.82	EUR	11.11
		Zurich Insurance	379.100	Wed	-0.34	387.000	-2.04	373.700	13.300	3.56	CHF	10.58
		Admiral Group	2,876.000	Wed	-1.27	2,978.000	-3.43	2,917.000	61.000	2.09	GBP	9.69
		Scor	27.510	Wed	-0.07	27.870	-1.29	27.220	0.650	2.39	EUR	9.28
		Sompo	4,157.000	Wed	-0.48	4,255.000	-2.30	4,367.000	-112.000	-2.56	JPY	8.28
	L	MS&AD Insurance	3,240.000	Wed	-0.09	3,296.000	-1.70	3,200.000	96.000	3.00	JPY	8.08
	L	Medibank Private	3.000	Wed	-1.32	3.060	-1.96	2.960	0.100	3.38	AUD	7.73
		Münchener Rück	240.600	Wed	0.06	247.550	-2.81	232.100	15.450	6.66	EUR	6.30
		Hannover Rück	147.850	Wed	-0.67	151.400	-2.34	139.200	12.200	8.76	EUR	6.23
		Phoenix	724.600	Wed	1.43	732.000	-1.01	697.200	34.800	4.99	GBP	5.68
		Standard Life Aberdn	264.700	Wed	-0.56	276.500	-4.27	316.000	-39.500	-12.50	GBP	3.90
	L	Insurance Australia	4.970	Wed	-2.17	5.100	-2.55	4.940	0.160	3.24	AUD	1.19
	S	Gjensidige	188.700	Wed	0.24	189.100	-0.21	202.400	-13.300	-6.57	NOK	-0.99
		⇓instrument	freshest		⇓ Δday	5/10/21	⇓ Δwk	2/08/21	prc diff	⇓ Δ13	Curr	∅-RS
	S	China Pacific Ins	32.420	Wed	-0.12	32.700	-0.86	38.880	-6.180	-15.90	CNY	-2.93
	S	Ping An	80.900	Wed	-0.86	81.750	-1.04	90.400	-8.650	-9.57	HKD	-5.60
	S	China Life Ins HK	15.640	Wed	-0.76	15.980	-2.13	16.200	-0.220	-1.36	HKD	-6.30
		People's Insurance	6.060	Wed	-0.16	6.000	1.00	5.880	0.120	2.04	CNY	-8.43
	S	New China Life	47.940	Wed	-1.56	48.290	-0.72	47.200	1.090	2.31	CNY	-9.95
	S	China Life	32.840	Wed	-0.45	32.240	1.86	32.410	-0.170	-0.52	CNY	-10.35
	S	Ping An Ins	69.930	Wed	-0.50	70.030	-0.14	78.570	-8.540	-10.87	CNY	-11.97
		Tryg	144.000	Wed	1.37	144.350	-0.24	193.900	-49.550	-25.55	DKK	-20.19
	S	AMP	1.080	Wed	-0.92	1.125	-4.00	1.560	-0.435	-27.88	AUD	-25.07
	S	DFV	12.260	Wed	-1.92	12.660	-3.16	17.138	-4.478	-26.13	EUR	-29.28
Insurances - 59 out of 59 instruments rated - 5/10/21 / 2/08/21 - 48 did rise, Market-Ratio(13) = 81.36 %

Technical Chart

	Insurances RS = 13 - B/S = 49/16

1/02/17	scale up chart	5/10/21

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
1/02/06		8/07/06	217		- cash -
short	8/07/06	8/21/06	14		Glanbia	100	4,694	EUR	2.130	2.267	1.993	-0.137	-6	9,357	-82
long	8/21/06	1/07/08	504		China Life Ins HK	100	701	HKD	13.330	37.600		24.270	182	26,370	112
short	1/07/08	4/21/08	105		Storebrand	100	556	NOK	47.400	42.950	52.311	4.911	10	29,101	41
long	4/21/08	6/30/08	70		Glanbia	100	5,855	EUR	4.970	4.820		-0.150	-3	28,223	-15
short	6/30/08	1/26/09	210		AIG	100	53	USD	529.200	25.200	11,113.200	10,584.000	2,000	589,175	19,767
long	1/26/09	6/14/10	504		Admiral Group	100	64,390	GBP	9.150	13.750		4.600	50	885,369	34
short	6/14/10	8/23/10	70		UnipolSai	100	74,809	EUR	11.835	10.585	13.233	1.398	12	989,922	79
long	8/23/10	6/20/11	301		Admiral Group	100	67,022	GBP	14.770	16.750		1.980	13	1,122,625	16
short	6/20/11	11/07/11	140		UnipolSai	100	173,646	EUR	6.465	3.629	11.517	5.052	78	1,999,937	351
long	11/07/11	8/24/15	1386		Glanbia	100	437,144	EUR	4.575	17.150		12.575	275	7,497,023	42
short	8/24/15	11/23/15	91		FBD Holdings	100	1,387,823	EUR	5.402	6.706	4.098	-1.304	-24	5,687,301	-67
long	11/23/15	1/25/16	63		NN	100	174,725	EUR	32.550	31.080		-1.470	-5	5,430,456	-23
short	1/25/16	4/18/16	84		Delta Lloyd	100	1,083,706	EUR	5.011	4.530	5.543	0.532	11	6,007,096	55
long	4/18/16	6/27/16	70		Medibank Private	100	1,963,103	AUD	3.060	2.940		-0.120	-4	5,771,523	-19
short	6/27/16	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	12/17/18	861		Admiral Group	100	248,950	GBP	22.200	19.595		-2.605	-12	4,878,189	-5
short	12/17/18	1/28/19	42		AMP	100	2,067,029	AUD	2.360	2.340	2.380	0.020	1	4,919,943	8
long	1/28/19	3/02/20	399		Molina Healthcare	100	36,141	USD	136.130	127.320		-8.810	-6	4,601,541	-6
short	3/02/20	6/08/20	98		Hanwha Life	100	2,858,100	KRW	1.610	1.670	1.550	-0.060	-4	4,430,055	-13
long	6/08/20	5/12/21	338		DFV	100	251,621	EUR	17.606	12.260		-5.346	-30	3,084,889	-32
accum	8/07/06	5/12/21	5393	days out of 5610 invested (96%)								30,749		3,084,889	47

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/30/08	1/26/09	210	529.20	25.20	11,113.20	10,584.00	2,000.00	2,000.00
Glanbia	short	8/07/06	8/21/06	14	2.13	2.27	1.99	-0.14	-6.43
	long	4/21/08	6/30/08	70	4.97	4.82		-0.15	-3.02
	long	11/07/11	8/24/15	1386	4.58	17.15		12.58	274.86	240.17
China Life Ins HK	long	8/21/06	1/07/08	504	13.33	37.60		24.27	182.07	182.07
UnipolSai	short	6/14/10	8/23/10	70	11.84	10.59	13.23	1.40	11.81
	short	6/20/11	11/07/11	140	6.47	3.63	11.52	5.05	78.15	99.19
Admiral Group	long	1/26/09	6/14/10	504	9.15	13.75		4.60	50.27
	long	8/23/10	6/20/11	301	14.77	16.75		1.98	13.41
	long	8/08/16	12/17/18	861	22.20	19.60		-2.61	-11.73	50.42
Storebrand	short	1/07/08	4/21/08	105	47.40	42.95	52.31	4.91	10.36	10.36
Delta Lloyd	short	1/25/16	4/18/16	84	5.01	4.53	5.54	0.53	10.62
	short	6/27/16	8/08/16	42	3.16	3.29	3.03	-0.13	-4.24	5.93
AMP	short	12/17/18	1/28/19	42	2.36	2.34	2.38	0.02	0.86	0.86
Hanwha Life	short	3/02/20	6/08/20	98	1.61	1.67	1.55	-0.06	-3.73	-3.73
Medibank Private	long	4/18/16	6/27/16	70	3.06	2.94		-0.12	-3.92	-3.92
NN	long	11/23/15	1/25/16	63	32.55	31.08		-1.47	-4.52	-4.52
Molina Healthcare	long	1/28/19	3/02/20	399	136.13	127.32		-8.81	-6.47	-6.47
FBD Holdings	short	8/24/15	11/23/15	91	5.40	6.71	4.10	-1.30	-24.14	-24.14
DFV	long	6/08/20	5/12/21	338	17.61	12.26		-5.35	-30.36	-30.36

Annotations

8/14/17	Standard Life	merger with Aberdeen Asset Management completed
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.


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