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

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/15/24	prc diff	⇓ Δ24	Curr	∅-RS
		SOM Insurances	341.251	8/12	0.30	348.747	-2.15	308.906	39.841	12.90	USD	7.97
		MS&AD Insurance	3,013.000	8/09	-0.50	3,713.000	-18.85	1,966.670	1,746.330	88.80	JPY	49.18
		Sompo	2,958.500	8/09	0.02	3,485.000	-15.11	2,484.670	1,000.330	40.26	JPY	28.96
		Manulife Financial	34.320	8/12	-0.35	36.430	-5.79	28.620	7.810	27.29	CAD	23.76
		Samsung F&M Ins	354,500.000	8/12	1.00	372,000.000	-4.70	257,000.000	115,000.000	44.75	KRW	23.68
		Dai-ichi Life	3,803.000	8/09	3.15	4,459.000	-14.71	3,146.000	1,313.000	41.74	JPY	21.79
	L	Glanbia	18.110	8/12	0.50	18.230	-0.66	15.320	2.910	18.99	EUR	19.83
		Quálitas	164.740	8/12	-2.49	189.050	-12.86	163.040	26.010	15.95	MXN	18.49
	L	Münchener Rück	439.200	8/12	1.01	466.900	-5.93	385.000	81.900	21.27	EUR	18.31
	L	Storebrand	106.000	8/12	0.38	109.200	-2.93	94.540	14.660	15.51	NOK	17.83
	L	DFV	6.200	8/12	-0.80	7.250	-14.48	6.540	0.710	10.86	EUR	17.67
		Beazley	732.000	8/12	1.24	686.500	6.63	511.500	175.000	34.21	GBP	16.64
		NN	44.660	8/12	0.74	43.940	1.64	37.280	6.660	17.86	EUR	14.52
		Talanx	66.500	8/12	1.92	75.050	-11.39	65.500	9.550	14.58	EUR	14.33
	L	QBE Insurance	16.190	8/12	0.87	17.060	-5.10	15.020	2.040	13.58	AUD	14.13
		Generali	22.450	8/12	1.35	23.930	-6.18	19.800	4.130	20.86	EUR	12.54
		Swiss Re	104.000	8/12	0.10	112.400	-7.47	98.420	13.980	14.20	CHF	12.30
		AIG	71.610	8/12	-0.62	74.490	-3.87	67.500	6.990	10.36	USD	11.59
		Aegon	5.562	8/12	0.22	5.856	-5.02	5.342	0.514	9.62	EUR	11.53
		Samsung Life	89,700.000	8/12	-0.33	87,500.000	2.51	63,500.000	24,000.000	37.80	KRW	11.09
		Insurance Australia	7.160	8/12	0.56	7.110	0.70	5.670	1.440	25.40	AUD	10.89
		Travelers Companies	209.730	8/12	-1.29	202.970	3.33	195.560	7.410	3.79	USD	10.84
		Aviva	484.200	8/12	0.35	476.000	1.72	432.500	43.500	10.06	GBP	10.82
		Berkshire Hathaway	430.390	8/12	-0.30	405.190	6.22	363.620	41.570	11.43	USD	9.59
	L	China Pacific Ins	27.390	8/12	0.22	28.540	-4.03	22.050	6.490	29.43	CNY	9.20
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/15/24	prc diff	⇓ Δ24	Curr	∅-RS
		Swiss Life	652.200	8/12	0.62	669.200	-2.54	593.000	76.200	12.85	CHF	8.91
	L	Zurich Insurance	464.700	8/12	0.85	482.800	-3.75	439.000	43.800	9.98	CHF	8.25
		Vienna Insurance	29.800	8/12	1.36	30.600	-2.61	26.550	4.050	15.25	EUR	7.92
		Allianz	255.900	8/12		262.500	-2.51	241.800	20.700	8.56	EUR	7.44
		Ageas	42.380	8/12	0.33	43.100	-1.67	39.470	3.630	9.20	EUR	6.75
		Hannover Rück	227.400	8/12	5.23	240.900	-5.60	224.300	16.600	7.40	EUR	6.49
		Mapfre	2.134	8/12		2.172	-1.75	2.020	0.152	7.52	EUR	6.36
		SBI Life	1,705.000	8/12	-1.17	1,501.850	13.53	1,430.050	71.800	5.02	INR	6.00
		MetLife	69.850	8/12	-0.40	69.880	-0.04	68.830	1.050	1.53	USD	5.97
		Tryg	148.600	8/12	0.61	153.100	-2.94	145.050	8.050	5.55	DKK	5.77
		ASR	43.850	8/12	0.46	44.820	-2.16	42.570	2.250	5.29	EUR	5.38
		Hiscox	1,189.000	8/12	1.89	1,134.000	4.85	1,059.000	75.000	7.08	GBP	4.93
		Medibank Private	3.880	8/12	0.52	3.690	5.15	3.810	-0.120	-3.15	AUD	4.93
		Admiral Group	2,698.000	8/12	0.86	2,574.000	4.82	2,625.000	-51.000	-1.94	GBP	3.43
		Lowe´s	231.070	8/12	-2.02	213.560	8.20	218.910	-5.350	-2.44	USD	3.11
		FBD	12.900	8/12	0.39	13.100	-1.53	11.650	1.450	12.45	EUR	2.21
		Axa	32.350	8/12	-0.77	31.260	3.49	29.420	1.840	6.25	EUR	0.60
	L	China Life Ins HK	10.380	8/12	0.58	11.040	-5.98	9.090	1.950	21.45	HKD	0.11
		Uniqa	7.680	8/12	0.26	8.000	-4.00	7.520	0.480	6.38	EUR	-0.68
	L	China Life	29.490	8/12	0.44	31.350	-5.93	25.870	5.480	21.18	CNY	-0.76
		Sampo	40.490	8/12	0.40	40.180	0.77	38.970	1.210	3.10	EUR	-2.21
	S	UnitedHealth	565.290	8/12	1.17	494.650	14.28	521.510	-26.860	-5.15	USD	-3.00
	S	Legal & General	225.600	8/12	0.53	228.900	-1.44	252.500	-23.600	-9.35	GBP	-3.05
		HDFC Life	702.450	8/12	0.01	600.750	16.93	614.450	-13.700	-2.23	INR	-3.50
	S	Sun Life Financial	65.940	8/12	-0.11	67.080	-1.70	68.340	-1.260	-1.84	CAD	-4.57
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/15/24	prc diff	⇓ Δ24	Curr	∅-RS
	L	Ping An Ins	40.620	8/12	0.02	41.620	-2.40	38.170	3.450	9.04	CNY	-5.07
		Phoenix	538.000	8/12	0.47	532.500	1.03	513.200	19.300	3.76	GBP	-5.41
	L	Ping An	33.650	8/12	0.45	35.400	-4.94	32.700	2.700	8.26	HKD	-7.18
	S	Molina Healthcare	337.670	8/12	-0.15	292.160	15.58	380.480	-88.320	-23.21	USD	-10.63
	S	Scor	17.130	8/12	1.06	24.160	-29.10	27.680	-3.520	-12.72	EUR	-11.76
	L	AIA	51.900	8/12	-1.33	53.000	-2.08	64.800	-11.800	-18.21	HKD	-14.44
		Prudential	635.400	8/12	0.41	714.200	-11.03	815.800	-101.600	-12.45	GBP	-18.98
		Mandatum	4.220	8/12		4.227	-0.17	4.153	0.074	1.78	EUR	-na-
Insurances - 57 out of 57 instruments rated - 7/01/24 / 1/15/24 - 46 did rise, Market-Ratio(24) = 80.70 %

Technical Chart

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

1/06/20	scale up chart	7/01/24

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		11/22/24	452		- cash -
accum	6/19/06	8/28/23	1568	days out of 6899 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.


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