Share-o-matic - Assessment Insurances

Assessment - Insurances - 4/15/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ21	Curr	∅-RS
		SOM Insurances	330.113	16:34	-0.19	332.748	-0.79	307.367	25.381	8.26	USD	7.99
	L	MS&AD Insurance	2,679.000	06:15	0.15	2,791.000	-4.01	1,794.330	996.670	55.55	JPY	50.81
	L	Sompo	3,021.000	06:15	-1.53	3,187.000	-5.21	2,169.000	1,018.000	46.93	JPY	41.11
		Quálitas	192.700	Thu	-0.94	188.790	2.07	143.990	44.800	31.11	MXN	31.12
	L	NN	42.760	15:36	0.16	43.430	-1.54	32.010	11.420	35.68	EUR	24.13
	L	Dai-ichi Life	3,433.000	06:15	-2.03	3,652.000	-6.00	3,042.000	610.000	20.05	JPY	23.59
		Travelers Companies	212.175	14:14	0.83	221.060	-4.02	172.100	48.960	28.45	USD	21.44
	L	Beazley	661.500	15:35	-1.27	673.500	-1.78	560.000	113.500	20.27	GBP	18.73
		Talanx	68.200	15:35	-0.73	69.400	-1.73	64.600	4.800	7.43	EUR	17.59
		AIG	72.990	Thu	0.56	73.050	-0.08	64.360	8.690	13.50	USD	17.42
		Manulife Financial	31.590	Thu	0.48	31.680	-0.28	26.490	5.190	19.59	CAD	17.07
	L	Axa	33.900	15:37	0.24	33.820	0.24	28.335	5.485	19.36	EUR	17.01
	L	Aegon	5.522	15:37	-1.22	5.650	-2.27	4.967	0.683	13.75	EUR	16.80
	L	Glanbia	17.700	15:30	-0.45	17.520	1.03	15.300	2.220	14.51	EUR	16.78
	L	Generali	22.670	15:35	0.62	22.660	0.04	19.230	3.430	17.84	EUR	16.22
	L	Allianz	263.200	15:37	0.46	264.000	-0.30	228.800	35.200	15.38	EUR	15.10
	L	Mapfre	2.230	15:35	0.09	2.240	-0.45	2.060	0.180	8.74	EUR	14.76
		Münchener Rück	415.000	15:37	0.48	419.200	-1.00	381.100	38.100	10.00	EUR	13.52
		Samsung F&M Ins	277,500.000	06:30	0.18	289,500.000	-4.15	249,500.000	40,000.000	16.03	KRW	13.43
	L	QBE Insurance	17.270	05:52	-1.20	17.600	-1.88	14.850	2.750	18.52	AUD	13.34
		Samsung Life	77,300.000	06:30	-0.90	81,300.000	-4.92	69,200.000	12,100.000	17.49	KRW	13.19
	L	Ageas	43.060	15:39	-0.14	43.820	-1.73	38.340	5.480	14.29	EUR	12.81
		Swiss Re	98.120	15:30	0.12	107.400	-8.64	100.950	6.450	6.39	CHF	12.78
	L	Insurance Australia	6.320	05:52	-1.71	6.400	-1.25	5.890	0.510	8.66	AUD	12.01
	L	Vienna Insurance	29.100	15:35	-0.17	28.850	0.87	26.050	2.800	10.75	EUR	11.94
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ21	Curr	∅-RS
		Berkshire Hathaway	399.890	Thu	0.54	400.260	-0.09	361.330	38.930	10.77	USD	11.91
		Admiral Group	2,735.000	15:35	0.92	2,711.000	0.89	2,622.000	89.000	3.39	GBP	11.73
		Hannover Rück	230.000	15:39	0.13	233.200	-1.37	212.200	21.000	9.90	EUR	11.68
	L	Aviva	459.700	15:35	0.55	462.500	-0.61	423.800	38.700	9.13	GBP	11.55
	L	ASR	45.650	15:38	0.33	45.170	1.06	36.920	8.250	22.35	EUR	11.48
	L	Hiscox	1,174.000	16:15	0.17	1,192.000	-1.51	1,005.000	187.000	18.61	GBP	11.48
		MetLife	69.950	Thu	1.49	69.440	0.73	62.510	6.930	11.09	USD	11.09
	L	FBD	13.450	15:30	-2.18	13.650	-1.47	11.300	2.350	20.80	EUR	10.68
		SBI Life	1,447.550	10:00	-0.65	1,466.900	-1.32	1,385.300	81.600	5.89	INR	9.67
		Scor	29.180	15:35	-0.27	29.900	-2.41	28.430	1.470	5.17	EUR	9.37
		Swiss Life	611.200	15:30	0.49	623.600	-1.99	571.200	52.400	9.17	CHF	8.82
		Molina Healthcare	360.940	Thu	0.30	360.850	0.02	356.250	4.600	1.29	USD	7.74
	L	Legal & General	244.600	15:51	-0.16	249.600	-2.00	232.000	17.600	7.59	GBP	7.03
		Storebrand	95.450	14:25	0.47	94.650	0.85	93.780	0.870	0.93	NOK	6.97
		Lowe´s	228.790	Thu	-0.03	230.010	-0.53	204.440	25.570	12.51	USD	6.24
	L	Uniqa	8.170	15:35	0.62	8.090	0.99	7.750	0.340	4.39	EUR	5.20
		Zurich Insurance	448.400	15:30	1.22	453.700	-1.17	436.100	17.600	4.04	CHF	4.54
		Medibank Private	3.565	05:52	-2.33	3.710	-3.91	3.520	0.190	5.40	AUD	3.81
		Sun Life Financial	69.800	Thu	0.93	69.950	-0.21	69.770	0.180	0.26	CAD	2.62
	S	HDFC Life	601.550	09:59	-0.68	612.950	-1.86	652.400	-39.450	-6.05	INR	-0.64
	L	Phoenix	481.200	15:35	0.38	508.500	-5.37	488.100	20.400	4.18	GBP	-1.70
	L	Sampo	39.870	15:29	1.06	39.470	1.01	39.000	0.470	1.21	EUR	-2.39
		Tryg	135.900	14:59	-0.59	138.300	-1.74	144.300	-6.000	-4.16	DKK	-3.51
		China Pacific Ins	24.260	07:00	-0.04	23.630	2.67	24.270	-0.640	-2.64	CNY	-11.07
	S	UnitedHealth	502.480	14:15	1.89	445.630	12.76	535.100	-89.470	-16.72	USD	-11.57
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ21	Curr	∅-RS
		Ping An Ins	39.420	07:00	-0.71	38.360	2.76	42.910	-4.550	-10.60	CNY	-14.91
		China Life	28.090	07:00	-1.33	27.520	2.07	31.360	-3.840	-12.24	CNY	-15.96
	L	China Life Ins HK	9.000	08:08	-0.66	8.920	0.90	11.220	-2.300	-20.50	HKD	-20.25
	S	DFV	5.550	15:35		5.500	0.91	6.400	-0.900	-14.06	EUR	-20.56
	S	Prudential	722.000	16:34	-0.11	709.600	1.75	940.000	-230.400	-24.51	GBP	-23.25
		Ping An	31.150	08:08	-0.80	30.350	2.64	38.950	-8.600	-22.08	HKD	-26.70
	S	AIA	47.200	08:08	-1.36	47.250	-0.11	73.250	-26.000	-35.49	HKD	-31.37
		Mandatum	4.338	15:29	0.84	4.445	-2.41	4.036	0.410	10.15	EUR	-na-
Insurances - 57 out of 57 instruments rated - 4/15/24 / 11/20/23 - 46 did rise, Market-Ratio(21) = 80.70 %

Technical Chart

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

1/06/20	scale up chart	4/15/24

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		4/19/24	256		- cash -
accum	8/20/07	8/07/23	2030	days out of 6682 invested (30%)								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.


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