Share-o-matic - Portfolio

Sun, 11th Jan 2026, 6:52UTC

Assessment - Insurances in Japanese yen - 1/07/24 - RS = 13

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
		SOM Insurances	55,137.445	12/08/24	0.30	56,348.607	-2.15	52,284.198	4,064.409	7.77	19.88
		Admiral Group	551,091.960	12/08/24	0.86	525,763.790	4.82	539,798.153	-14,034.363	-2.60	12.14
		Aegon	963.939	12/08/24	0.22	1,014.892	-5.02	920.312	94.580	10.28	22.43
		Ageas	7,344.793	12/08/24	0.33	7,469.575	-1.67	6,991.110	478.465	6.84	17.12
	L	AIA	1,073.786	12/08/24	-1.33	1,096.544	-2.08	1,018.370	78.175	7.68	-10.64
		Allianz	44,349.517	12/08/24		45,493.350	-2.51	45,250.009	243.341	0.54	18.63
		AIG	11,570.347	12/08/24	-0.62	12,035.681	-3.87	11,770.141	265.540	2.26	21.84
		ASR	7,599.556	12/08/24	0.46	7,767.665	-2.16	7,393.441	374.224	5.06	15.86
		Aviva	98,902.419	12/08/24	0.35	97,227.492	1.72	94,488.461	2,739.031	2.90	22.17
		Axa	5,606.514	12/08/24	-0.77	5,417.608	3.49	5,670.911	-253.303	-4.47	12.92
		Beazley	149,517.908	12/08/24	1.24	140,224.103	6.63	126,625.192	13,598.911	10.74	29.67
		Berkshire Hathaway	69,540.030	12/08/24	-0.30	65,468.354	6.22	63,701.871	1,766.482	2.77	18.30
	L	China Life	654.281	12/08/24	0.44	695.548	-5.93	617.363	78.185	12.66	7.17
	L	China Life Ins HK	214.757	12/08/24	0.58	228.412	-5.98	181.969	46.443	25.52	12.37
	L	China Pacific Ins	607.690	12/08/24	0.22	633.204	-4.03	497.583	135.621	27.26	17.95
		Dai-ichi Life	3,803.000	9/08/24	3.15	4,459.000	-14.71	3,777.000	682.000	18.06	21.79
		FBD	2,235.673	12/08/24	0.39	2,270.335	-1.53	2,150.108	120.226	5.59	14.19
		Generali	3,890.765	12/08/24	1.35	4,147.260	-6.18	3,821.329	325.931	8.53	27.05
	L	Glanbia	3,138.608	12/08/24	0.50	3,159.405	-0.66	2,977.574	181.830	6.11	24.33
		Hannover Rück	39,410.239	12/08/24	5.23	41,749.897	-5.60	41,324.432	425.465	1.03	20.10
		HDFC Life	1,360.670	12/08/24	0.01	1,163.673	16.93	1,154.366	9.307	0.81	4.82
		Hiscox	242,864.470	12/08/24	1.89	231,630.201	4.85	235,935.745	-4,305.544	-1.82	15.63
		Insurance Australia	769.370	12/08/24	0.56	763.997	0.70	629.530	134.467	21.36	31.23
	S	Legal & General	46,080.929	12/08/24	0.53	46,754.985	-1.44	48,404.882	-1,649.897	-3.41	6.50
		Lowe´s	37,335.010	12/08/24	-2.02	34,505.841	8.20	37,790.582	-3,284.741	-8.69	5.51
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
		Mandatum	731.360	12/08/24		732.573	-0.17	675.085	57.488	8.52	-na-
		Manulife Financial	4,035.313	12/08/24	-0.35	4,283.405	-5.79	3,726.896	556.509	14.93	37.34
		Mapfre	369.839	12/08/24		376.425	-1.75	381.481	-5.056	-1.33	15.91
		Medibank Private	416.921	12/08/24	0.52	396.505	5.15	369.849	26.656	7.21	13.20
		MetLife	11,285.976	12/08/24	-0.40	11,290.823	-0.04	11,171.325	119.498	1.07	15.70
	S	Molina Healthcare	54,558.847	12/08/24	-0.15	47,205.593	15.58	61,276.288	-14,070.695	-22.96	-7.99
		MS&AD Insurance	3,013.000	9/08/24	-0.50	3,713.000	-18.85	2,614.000	1,099.000	42.04	49.18
	L	Münchener Rück	76,116.874	12/08/24	1.01	80,917.505	-5.93	73,673.790	7,243.715	9.83	29.34
		NN	7,739.935	12/08/24	0.74	7,615.154	1.64	6,974.821	640.332	9.18	29.63
		Phoenix	109,891.577	12/08/24	0.47	108,768.150	1.03	105,143.623	3,624.527	3.45	15.02
	L	Ping An	696.202	12/08/24	0.45	732.409	-4.94	640.478	91.931	14.35	-1.04
	L	Ping An Ins	901.218	12/08/24	0.02	923.404	-2.40	865.315	58.089	6.71	2.58
		Prudential	129,786.446	12/08/24	0.41	145,882.090	-11.03	141,371.176	4,510.913	3.19	-8.85
	L	QBE Insurance	1,739.678	12/08/24	0.87	1,833.163	-5.10	1,783.341	49.822	2.79	17.61
		Quálitas	1,446.949	12/08/24	-2.49	1,660.469	-12.86	1,781.436	-120.967	-6.79	20.52
		Sampo	7,017.241	12/08/24	0.40	6,963.515	0.77	6,436.480	527.036	8.19	9.30
		Samsung F&M Ins	41,419.594	12/08/24	1.00	43,464.285	-4.70	34,161.130	9,303.155	27.23	42.36
		Samsung Life	10,480.501	12/08/24	-0.33	10,223.454	2.51	10,248.339	-24.885	-0.24	21.54
		SBI Life	3,302.643	12/08/24	-1.17	2,909.135	13.53	2,709.646	199.489	7.36	16.96
	S	Scor	2,968.766	12/08/24	1.06	4,187.121	-29.10	5,223.786	-1,036.665	-19.85	-7.90
		Sompo	2,958.500	9/08/24	0.02	3,485.000	-15.11	3,017.000	468.000	15.51	28.96
	L	Storebrand	1,604.536	12/08/24	0.38	1,652.974	-2.93	1,383.682	269.293	19.46	27.29
	S	Sun Life Financial	7,753.163	12/08/24	-0.11	7,887.203	-1.70	8,178.403	-291.201	-3.56	4.39
		Swiss Life	116,617.461	12/08/24	0.62	119,657.168	-2.54	105,962.109	13,695.059	12.92	21.72
		Swiss Re	18,595.854	12/08/24	0.10	20,097.827	-7.47	19,434.208	663.618	3.41	21.91
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
		Talanx	11,524.982	12/08/24	1.92	13,006.765	-11.39	11,955.906	1,050.860	8.79	27.01
		Travelers Companies	33,887.011	12/08/24	-1.29	32,794.767	3.33	34,588.812	-1,794.045	-5.19	17.42
		Tryg	3,453.415	12/08/24	0.61	3,557.994	-2.94	3,105.571	452.423	14.57	17.28
		Uniqa	1,331.005	12/08/24	0.26	1,386.464	-4.00	1,304.725	81.739	6.26	11.96
	S	UnitedHealth	91,336.424	12/08/24	1.17	79,922.805	14.28	74,237.997	5,684.808	7.66	6.49
		Vienna Insurance	5,164.578	12/08/24	1.36	5,303.225	-2.61	4,707.434	595.791	12.66	24.89
	L	Zurich Insurance	83,091.282	12/08/24	0.85	86,327.676	-3.75	81,508.025	4,819.651	5.91	17.13
	L	DFV	1,074.510	12/08/24	-0.80	1,256.483	-14.48	925.198	331.285	35.81	17.70
Insurances - 57 out of 57 instruments rated - 1/07/24 / 1/04/24 - 45 did rise, Market-Ratio(13) in JPY = 78.95 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions Insurances in Japanese yen * A13 - 49/16 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	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	31	313.834	336.695	290.974	-22.861	-7	9,291	-86
long	21/08/06	7/01/08	504		China Life Ins HK	100	46	198.635	523.182		324.547	163	24,220	102
short	7/01/08	21/04/08	105		Storebrand	100	25	963.109	885.090	1,048.006	84.896	9	26,343	34
long	21/04/08	30/06/08	70		Glanbia	100	32	815.030	807.880		-7.150	-1	26,114	-4
short	30/06/08	26/01/09	210		AIG	100	0	56,160.071	2,237.305	1,409,710.919	1,353,550.848	2,410	26,114	0
long	26/01/09	14/06/10	504		Admiral Group	100	23	1,121.478	1,834.049		712.571	64	42,503	43
short	14/06/10	23/08/10	70		UnipolSai	100	32	1,314.040	1,151.966	1,498.917	184.877	14	48,419	99
long	23/08/10	20/06/11	301		Admiral Group	100	24	1,964.340	2,171.037		206.697	11	53,380	13
short	20/06/11	7/11/11	140		UnipolSai	100	72	740.501	391.424	1,400.890	660.389	89	100,928	427
long	7/11/11	24/08/15	1386		Glanbia	100	204	493.460	2,358.074		1,864.614	378	481,309	51
short	24/08/15	23/11/15	91		FBD	100	648	742.759	875.227	610.291	-132.468	-18	395,470	-55
long	23/11/15	25/01/16	63		NN	100	93	4,248.231	3,988.994		-259.237	-6	371,361	-31
short	25/01/16	18/04/16	84		Delta Lloyd	100	577	643.142	557.643	741.749	98.608	15	428,258	86
long	18/04/16	27/06/16	70		Medibank Private	100	1,659	258.022	221.485		-36.536	-14	367,644	-55
short	27/06/16	8/08/16	42		Delta Lloyd	100	1,032	356.095	373.877	338.313	-17.782	-5	349,292	-36
long	8/08/16	17/12/18	861		Admiral Group	100	117	2,964.971	2,787.648		-177.323	-6	328,546	-3
short	17/12/18	28/01/19	42		AMP	100	1,719	191.097	183.208	199.325	8.228	4	342,689	44
long	28/01/19	2/03/20	399		Molina Healthcare	100	23	14,869.957	13,739.435		-1,130.522	-8	316,687	-7
short	2/03/20	8/06/20	98		Hanwha Life	100	2,166,131	0.146	0.151	0.141	-0.005	-3	306,074	-12
long	8/06/20	9/05/22	700		DFV	100	142	2,152.721	1,603.643		-549.078	-26	228,105	-14
short	9/05/22	6/06/22	28		Prudential	100	160	1,417.622	1,758.074	1,077.170	-340.452	-24	173,633	-97
long	6/06/22	18/07/22	42		Sompo	100	8,651	20.070	19.623		-0.447	-2	169,769	-18
short	18/07/22	12/09/22	56		Admiral Group	100	59	2,874.775	3,781.819	1,967.732	-907.044	-32	116,253	-92
long	12/09/22	12/08/24	700		Molina Healthcare	100	2	49,665.304	54,558.847		4,893.542	10	126,040	5
accum	7/08/06	12/08/24	7097	days out of 7314 invested (97%)							1,160		126,040	14

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	56,160.07	2,237.31	1,409,710.92	1,353,550.85	2,410.17	2,410.17
Glanbia	short	7/08/06	21/08/06	14	313.83	336.69	290.97	-22.86	-7.28
	long	21/04/08	30/06/08	70	815.03	807.88		-7.15	-0.88
	long	7/11/11	24/08/15	1386	493.46	2,358.07		1,864.61	377.87	339.17
China Life Ins HK	long	21/08/06	7/01/08	504	198.63	523.18		324.55	163.39	163.39
UnipolSai	short	14/06/10	23/08/10	70	1,314.04	1,151.97	1,498.92	184.88	14.07
	short	20/06/11	7/11/11	140	740.50	391.42	1,400.89	660.39	89.18	115.80
Admiral Group	long	26/01/09	14/06/10	504	1,121.48	1,834.05		712.57	63.54
	long	23/08/10	20/06/11	301	1,964.34	2,171.04		206.70	10.52
	long	8/08/16	17/12/18	861	2,964.97	2,787.65		-177.32	-5.98
	short	18/07/22	12/09/22	56	2,874.78	3,781.82	1,967.73	-907.04	-31.55	16.32
Delta Lloyd	short	25/01/16	18/04/16	84	643.14	557.64	741.75	98.61	15.33
	short	27/06/16	8/08/16	42	356.10	373.88	338.31	-17.78	-4.99	9.57
Storebrand	short	7/01/08	21/04/08	105	963.11	885.09	1,048.01	84.90	8.81	8.81
AMP	short	17/12/18	28/01/19	42	191.10	183.21	199.32	8.23	4.31	4.31
Molina Healthcare	long	28/01/19	2/03/20	399	14,869.96	13,739.44		-1,130.52	-7.60
	long	12/09/22	12/08/24	700	49,665.30	54,558.85		4,893.54	9.85	1.50
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	0.15	0.15	0.14	-0.00	-3.35	-3.35
NN	long	23/11/15	25/01/16	63	4,248.23	3,988.99		-259.24	-6.10	-6.10
Medibank Private	long	18/04/16	27/06/16	70	258.02	221.49		-36.54	-14.16	-14.16
FBD	short	24/08/15	23/11/15	91	742.76	875.23	610.29	-132.47	-17.83	-17.83
Prudential	short	9/05/22	6/06/22	28	1,417.62	1,758.07	1,077.17	-340.45	-24.02	-24.02
DFV	long	8/06/20	9/05/22	700	2,152.72	1,603.64		-549.08	-25.51	-25.51

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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