Share-o-matic - Assessment Insurances

Assessment - Insurances - 4/22/24 - RS = 24

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ24	Curr	∅-RS
		SOM Insurances	338.022	Fri	0.32	335.990	0.60	303.947	32.043	10.54	USD	8.77
	L	MS&AD Insurance	2,775.000	Fri	0.47	2,730.000	1.65	1,909.000	821.000	43.01	JPY	45.74
	L	Quálitas	213.430	Thu	0.01	206.920	3.15	144.160	62.760	43.53	MXN	42.34
		Sompo	3,063.000	Fri	0.43	3,039.000	0.79	2,223.330	815.670	36.69	JPY	33.15
	L	NN	43.150	Fri	-0.19	43.370	-0.51	31.260	12.110	38.74	EUR	23.43
		AIG	74.485	Fri	-0.19	74.960	-0.63	63.940	11.020	17.23	USD	19.69
	L	Axa	33.850	Fri	0.15	34.330	-1.40	27.830	6.500	23.36	EUR	18.40
	L	Glanbia	17.860	Fri	0.96	17.840	0.11	15.370	2.470	16.07	EUR	18.37
		Manulife Financial	31.940	Thu	-0.65	32.140	-0.62	25.390	6.750	26.59	CAD	18.33
	L	Beazley	638.000	Fri	-3.11	669.500	-4.71	530.000	139.500	26.32	GBP	17.68
		Dai-ichi Life	3,611.000	Fri	3.82	3,489.000	3.50	3,192.000	297.000	9.30	JPY	17.19
		Travelers Companies	213.450	Fri	-0.25	214.270	-0.38	169.550	44.720	26.38	USD	17.17
	L	Aegon	5.820	Fri	1.57	5.702	2.07	4.744	0.958	20.19	EUR	17.13
		Samsung F&M Ins	311,500.000	Fri	4.01	300,500.000	3.66	263,000.000	37,500.000	14.26	KRW	16.94
		Samsung Life	88,800.000	Fri	2.78	84,200.000	5.46	69,100.000	15,100.000	21.85	KRW	16.71
	L	Generali	22.800	Fri	0.18	22.770	0.13	18.890	3.880	20.54	EUR	16.38
		Talanx	71.300	Fri	2.22	69.150	3.11	59.450	9.700	16.32	EUR	16.04
	L	Allianz	265.500	Fri	1.07	266.700	-0.45	221.150	45.550	20.60	EUR	15.85
	L	Mapfre	2.284	Fri	0.18	2.250	1.51	1.972	0.278	14.10	EUR	14.95
	L	MetLife	70.420	Fri	-2.06	71.960	-2.14	60.430	11.530	19.08	USD	14.86
	L	ASR	46.350	Fri	0.06	46.510	-0.34	35.940	10.570	29.41	EUR	14.46
	L	Vienna Insurance	29.150	Fri	-0.34	29.500	-1.19	25.600	3.900	15.23	EUR	14.28
		Admiral Group	2,699.000	Fri	0.26	2,779.000	-2.88	2,480.000	299.000	12.06	GBP	14.07
		Berkshire Hathaway	401.890	Fri	-0.75	408.780	-1.69	346.630	62.150	17.93	USD	13.82
	L	Aviva	463.800	Fri	1.16	469.100	-1.13	406.700	62.400	15.34	GBP	12.93
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ24	Curr	∅-RS
		Münchener Rück	413.500	Fri	1.30	418.500	-1.19	373.400	45.100	12.08	EUR	12.78
	L	FBD	13.700	Fri	-3.18	13.900	-1.44	11.650	2.250	19.31	EUR	12.76
	L	Ageas	43.420	Fri	-0.09	43.840	-0.96	37.160	6.680	17.98	EUR	12.69
	L	QBE Insurance	17.710	Fri	-0.45	17.430	1.61	15.510	1.920	12.38	AUD	11.89
		Insurance Australia	6.360	Fri	-2.60	6.370	-0.16	5.700	0.670	11.75	AUD	10.91
	L	Hiscox	1,209.000	Fri	0.50	1,186.000	1.94	966.500	219.500	22.71	GBP	10.75
		Hannover Rück	230.400	Fri	1.19	231.000	-0.26	205.000	26.000	12.68	EUR	10.06
		Storebrand	106.400	Fri	0.38	97.650	8.96	92.320	5.330	5.77	NOK	10.00
		SBI Life	1,415.250	Fri	-2.02	1,475.400	-4.08	1,331.850	143.550	10.78	INR	9.76
		Molina Healthcare	342.230	Fri	-2.86	361.870	-5.43	348.530	13.340	3.83	USD	7.62
	L	Legal & General	234.400	Fri	0.69	250.400	-6.39	222.100	28.300	12.74	GBP	7.37
		Swiss Life	617.800	Fri	0.91	615.800	0.32	589.200	26.600	4.51	CHF	7.34
		Scor	30.400	Fri	0.46	29.520	2.98	28.270	1.250	4.42	EUR	7.32
		Lowe´s	229.870	Fri	-0.04	231.230	-0.59	194.230	37.000	19.05	USD	6.57
	L	Uniqa	8.280	Fri	0.12	8.150	1.60	7.700	0.450	5.84	EUR	5.98
		Zurich Insurance	439.900	Fri	-0.61	451.400	-2.55	435.100	16.300	3.75	CHF	3.84
		Swiss Re	99.500	Fri		99.300	0.20	99.100	0.200	0.20	CHF	3.82
		Sun Life Financial	70.140	Thu	-1.02	70.680	-0.76	65.340	5.340	8.17	CAD	3.53
		Medibank Private	3.560	Fri	-1.93	3.640	-2.20	3.460	0.180	5.20	AUD	1.75
	L	Sampo	38.040	Fri	0.61	40.300	-5.61	37.290	3.010	8.07	EUR	-0.13
	S	HDFC Life	587.850	Fri	-1.15	605.950	-2.99	621.800	-15.850	-2.55	INR	-2.06
	S	UnitedHealth	495.350	Fri	0.30	491.230	0.84	533.460	-42.230	-7.92	USD	-2.27
		Tryg	138.100	Fri	1.17	137.500	0.44	140.000	-2.500	-1.79	DKK	-3.92
		Phoenix	485.000	Fri	0.66	487.400	-0.49	470.100	17.300	3.68	GBP	-5.60
	L	China Pacific Ins	25.370	Fri	0.67	24.350	4.19	27.060	-2.710	-10.01	CNY	-8.01
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ24	Curr	∅-RS
		Ping An Ins	41.530	Fri	1.14	39.830	4.27	46.060	-6.230	-13.53	CNY	-11.27
	L	China Life	29.550	Fri	1.69	28.460	3.83	33.490	-5.030	-15.02	CNY	-12.66
	L	China Life Ins HK	10.300	Fri	1.78	9.380	9.81	11.260	-1.880	-16.70	HKD	-15.43
	S	DFV	5.650	Fri	-1.74	5.700	-0.88	6.480	-0.780	-12.04	EUR	-17.10
	S	Prudential	723.800	Fri	1.37	735.400	-1.58	899.600	-164.200	-18.25	GBP	-19.70
	L	Ping An	35.800	Fri	1.56	32.050	11.70	42.250	-10.200	-24.14	HKD	-21.70
	S	AIA	54.000	Fri	4.75	48.150	12.15	72.550	-24.400	-33.63	HKD	-29.18
		Mandatum	4.400	Fri	1.15	4.368	0.73	3.760	0.608	16.17	EUR	-na-
Insurances - 57 out of 57 instruments rated - 4/22/24 / 11/06/23 - 46 did rise, Market-Ratio(24) = 80.70 %

Technical Chart

	Insurances RS = 24 - B/S = 38/38

1/06/20	scale up chart	4/22/24

Transactions Insurances * S24 - 38 ex 12 (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		6/19/06	168		- cash -
short	6/19/06	7/03/06	14		UnitedHealth	100	229	USD	43.500	45.010	41.990	-1.510	-3	9,654	-60
7/03/06		7/17/06	14		- cash -
	7/17/06	7/24/06	7		Lowe´s	100	345	USD	27.940	28.850	27.030	-0.910	-3	9,340	-82
7/24/06		7/31/06	7		- cash -
	7/31/06	8/21/06	21		Glanbia	100	4,729	EUR	1.975	2.267	1.683	-0.292	-15	7,959	-94
8/21/06		9/18/06	28		- cash -
	9/18/06	9/25/06	7		Lowe´s	100	275	USD	28.880	28.840	28.920	0.040	0	7,970	8
9/25/06		7/30/07	308		- cash -
	7/30/07	8/20/07	21		FBD	100	305	EUR	26.090	24.690	27.569	1.479	6	8,422	161
8/20/07		9/10/07	21		- cash -
	9/10/07	9/24/07	14		FBD	100	340	EUR	24.720	20.560	29.722	5.002	20	10,122	12,100
9/24/07		10/22/07	28		- cash -
	10/22/07	10/29/07	7		Ageas	100	46	EUR	218.000	220.000	216.000	-2.000	-1	10,030	-38
10/29/07		11/05/07	7		- cash -
	11/05/07	12/03/07	28		FBD	100	512	EUR	19.580	21.820	17.340	-2.240	-11	8,883	-79
12/03/07		1/07/08	35		- cash -
	1/07/08	1/14/08	7		Storebrand	100	187	NOK	47.400	45.300	49.597	2.197	5	9,294	962
1/14/08		1/21/08	7		- cash -
	1/21/08	5/05/08	105		Ageas	100	65	EUR	141.200	173.200	109.200	-32.000	-23	7,214	-59
5/05/08		5/12/08	7		- cash -
	5/12/08	8/25/08	105		AIG	100	9	USD	767.400	375.600	1,567.899	800.499	104	14,419	1,099
8/25/08		9/08/08	14		- cash -
	9/08/08	4/13/09	217		AIG	100	31	USD	455.200	28.400	7,296.023	6,840.823	1,503	226,484	10,533
4/13/09		6/22/09	70		- cash -
	6/22/09	7/06/09	14		Generali	100	15,915	EUR	14.230	14.370	14.090	-0.140	-1	224,256	-23
7/06/09		5/24/10	322		- cash -
	5/24/10	7/12/10	49		Ageas	100	11,852	EUR	18.920	18.980	18.860	-0.060	0	223,545	-2
7/12/10		8/23/10	42		- cash -
	8/23/10	10/18/10	56		Manulife Financial	100	18,056	CAD	12.380	12.660	12.100	-0.280	-2	218,489	-14
10/18/10		6/20/11	245		- cash -
	6/20/11	6/27/11	7		AIG	100	7,797	USD	28.020	28.810	27.230	-0.790	-3	212,330	-77
6/27/11		7/11/11	14		- cash -
	7/11/11	10/24/11	105		Ageas	100	13,567	EUR	15.650	14.490	16.903	1.253	8	229,328	31
	10/24/11	1/23/12	91		Dai-ichi Life	100	28,312	JPY	8.100	8.440	7.760	-0.340	-4	219,702	-16
1/23/12		9/03/12	224		- cash -
	9/03/12	9/10/12	7		Uniqa	100	25,311	EUR	8.680	8.795	8.565	-0.115	-1	216,791	-50
9/10/12		8/24/15	1078		- cash -
	8/24/15	10/19/15	56		FBD	100	40,131	EUR	5.402	6.900	3.904	-1.498	-28	156,675	-88
10/19/15		1/04/16	77		- cash -
	1/04/16	2/22/16	49		Vienna Insurance	100	6,320	EUR	24.790	21.800	28.190	3.400	14	178,163	160
2/22/16		4/11/16	49		- cash -
	4/11/16	7/18/16	98		Dai-ichi Life	100	14,675	JPY	12.140	12.525	11.755	-0.385	-3	172,513	-11
7/18/16		6/25/18	707		- cash -
	6/25/18	7/30/18	35		China Life	100	7,746	CNY	22.270	23.640	20.900	-1.370	-6	161,901	-48
7/30/18		8/13/18	14		- cash -
	8/13/18	8/20/18	7		Samsung Life	100	1,722	KRW	94.000	90.400	97.743	3.743	4	168,348	666
8/20/18		10/15/18	56		- cash -
	10/15/18	11/12/18	28		China Life Ins HK	100	9,985	HKD	16.860	16.320	17.418	0.558	3	173,918	53
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
11/12/18		11/26/18	14		- cash -
	11/26/18	12/03/18	7		China Life Ins HK	100	10,439	HKD	16.660	17.620	15.700	-0.960	-6	163,897	-95
12/03/18		12/10/18	7		- cash -
	12/10/18	12/17/18	7		AIG	100	4,369	USD	37.510	37.460	37.560	0.050	0	164,116	7
12/17/18		12/24/18	7		- cash -
	12/24/18	1/28/19	35		AIG	100	4,396	USD	37.330	42.820	31.840	-5.490	-15	139,982	-81
1/28/19		10/07/19	252		- cash -
	10/07/19	10/21/19	14		Glanbia	100	12,077	EUR	11.590	10.960	12.256	0.666	6	148,027	329
10/21/19		3/02/20	133		- cash -
	3/02/20	6/08/20	98		Aegon	100	48,967	EUR	3.023	3.008	3.038	0.015	0	148,767	2
	6/08/20	8/24/20	77		Hiscox	100	18,182	GBP	8.182	8.052	8.314	0.132	2	151,169	8
8/24/20		3/07/22	560		- cash -
	3/07/22	3/14/22	7		Prudential	100	14,834	GBP	10.190	10.440	9.940	-0.250	-2	147,460	-73
3/14/22		5/09/22	56		- cash -
	5/09/22	5/16/22	7		Prudential	100	16,737	GBP	8.810	9.656	7.964	-0.846	-10	133,301	-99
5/16/22		6/13/22	28		- cash -
	6/13/22	8/15/22	63		Admiral Group	100	6,226	GBP	21.410	23.100	19.720	-1.690	-8	122,779	-38
8/15/22		9/05/22	21		- cash -
	9/05/22	11/07/22	63		Scor	100	7,220	EUR	17.005	15.770	18.337	1.332	8	132,393	55
11/07/22		6/26/23	231		- cash -
	6/26/23	7/24/23	28		DFV	100	17,558	EUR	7.540	7.760	7.320	-0.220	-3	128,531	-32
7/24/23		8/21/23	28		- cash -
	8/21/23	8/28/23	7		Tryg	100	1,002	DKK	128.200	128.900	127.500	-0.700	-1	127,829	-25
8/28/23		4/27/24	243		- cash -
accum	6/19/06	8/28/23	1568	days out of 6690 invested (23%)								1,178		127,829	81

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	5/12/08	8/25/08	105	767.40	375.60	1,567.90	800.50	104.31
		9/08/08	4/13/09	217	455.20	28.40	7,296.02	6,840.82	1,502.82
		6/20/11	6/27/11	7	28.02	28.81	27.23	-0.79	-2.82
		12/10/18	12/17/18	7	37.51	37.46	37.56	0.05	0.13
		12/24/18	1/28/19	35	37.33	42.82	31.84	-5.49	-14.71	2,618.03
Vienna Insurance		1/04/16	2/22/16	49	24.79	21.80	28.19	3.40	13.72	13.72
Scor		9/05/22	11/07/22	63	17.01	15.77	18.34	1.33	7.83	7.83
Storebrand		1/07/08	1/14/08	7	47.40	45.30	49.60	2.20	4.64	4.64
Samsung Life		8/13/18	8/20/18	7	94.00	90.40	97.74	3.74	3.98	3.98
Hiscox		6/08/20	8/24/20	77	8.18	8.05	8.31	0.13	1.61	1.61
Aegon		3/02/20	6/08/20	98	3.02	3.01	3.04	0.02	0.50	0.50
Tryg		8/21/23	8/28/23	7	128.20	128.90	127.50	-0.70	-0.55	-0.55
Generali		6/22/09	7/06/09	14	14.23	14.37	14.09	-0.14	-0.98	-0.98
Uniqa		9/03/12	9/10/12	7	8.68	8.80	8.57	-0.12	-1.32	-1.32
Manulife Financial		8/23/10	10/18/10	56	12.38	12.66	12.10	-0.28	-2.26	-2.26
China Life Ins HK		10/15/18	11/12/18	28	16.86	16.32	17.42	0.56	3.31
		11/26/18	12/03/18	7	16.66	17.62	15.70	-0.96	-5.76	-2.64
DFV		6/26/23	7/24/23	28	7.54	7.76	7.32	-0.22	-2.92	-2.92
Lowe´s		7/17/06	7/24/06	7	27.94	28.85	27.03	-0.91	-3.26
		9/18/06	9/25/06	7	28.88	28.84	28.92	0.04	0.14	-3.12
UnitedHealth		6/19/06	7/03/06	14	43.50	45.01	41.99	-1.51	-3.47	-3.47
China Life		6/25/18	7/30/18	35	22.27	23.64	20.90	-1.37	-6.15	-6.15
Dai-ichi Life		10/24/11	1/23/12	91	8.10	8.44	7.76	-0.34	-4.20
		4/11/16	7/18/16	98	12.14	12.53	11.76	-0.39	-3.17	-7.24
Admiral Group		6/13/22	8/15/22	63	21.41	23.10	19.72	-1.69	-7.89	-7.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Glanbia		7/31/06	8/21/06	21	1.98	2.27	1.68	-0.29	-14.78
		10/07/19	10/21/19	14	11.59	10.96	12.26	0.67	5.75	-9.89
Prudential		3/07/22	3/14/22	7	10.19	10.44	9.94	-0.25	-2.45
		5/09/22	5/16/22	7	8.81	9.66	7.96	-0.85	-9.60	-11.82
Ageas		10/22/07	10/29/07	7	218.00	220.00	216.00	-2.00	-0.92
		1/21/08	5/05/08	105	141.20	173.20	109.20	-32.00	-22.66
		5/24/10	7/12/10	49	18.92	18.98	18.86	-0.06	-0.32
		7/11/11	10/24/11	105	15.65	14.49	16.90	1.25	8.01	-17.50
FBD		7/30/07	8/20/07	21	26.09	24.69	27.57	1.48	5.67
		9/10/07	9/24/07	14	24.72	20.56	29.72	5.00	20.23
		11/05/07	12/03/07	28	19.58	21.82	17.34	-2.24	-11.44
		8/24/15	10/19/15	56	5.40	6.90	3.90	-1.50	-27.73	-18.69

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