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Assessment - Insurances in Euro - 1/07/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	Δ13	⇓∅-RS
		SOM Insurances	318.147	12/08	0.30	325.136	-2.15	320.984	4.151	1.29	11.10
		MS&AD Insurance	17.385	9/08	-0.50	21.424	-18.85	16.048	5.376	33.50	65.79
	L	DFV	6.200	12/08	-0.80	7.250	-14.48	5.680	1.570	27.64	17.67
		Samsung F&M Ins	238.994	12/08	1.00	250.792	-4.70	209.723	41.069	19.58	31.80
	L	China Pacific Ins	3.506	12/08	0.22	3.654	-4.03	3.055	0.599	19.60	9.44
		Dai-ichi Life	21.944	9/08	3.15	25.729	-14.71	23.188	2.541	10.96	29.20
	L	China Life Ins HK	1.239	12/08	0.58	1.318	-5.98	1.117	0.201	17.97	4.34
		Sompo	17.071	9/08	0.02	20.109	-15.11	18.522	1.587	8.57	30.58
		Insurance Australia	4.439	12/08	0.56	4.408	0.70	3.865	0.543	14.06	21.65
	L	Storebrand	9.258	12/08	0.38	9.538	-2.93	8.495	1.043	12.28	17.91
		Manulife Financial	23.284	12/08	-0.35	24.716	-5.79	22.880	1.835	8.02	27.13
		Tryg	19.926	12/08	0.61	20.530	-2.94	19.066	1.464	7.68	8.80
	L	Ping An	4.017	12/08	0.45	4.226	-4.94	3.932	0.294	7.48	-8.05
	L	China Life	3.775	12/08	0.44	4.013	-5.93	3.790	0.223	5.89	-0.48
		Vienna Insurance	29.800	12/08	1.36	30.600	-2.61	28.900	1.700	5.88	7.92
		Swiss Life	672.891	12/08	0.62	690.431	-2.54	650.525	39.905	6.13	12.83
		Aegon	5.562	12/08	0.22	5.856	-5.02	5.650	0.206	3.65	11.53
	L	Münchener Rück	439.200	12/08	1.01	466.900	-5.93	452.300	14.600	3.23	18.31
		Beazley	862.729	12/08	1.24	809.103	6.63	777.381	31.723	4.08	20.09
		NN	44.660	12/08	0.74	43.940	1.64	42.820	1.120	2.62	14.52
		Talanx	66.500	12/08	1.92	75.050	-11.39	73.400	1.650	2.25	14.33
		Generali	22.450	12/08	1.35	23.930	-6.18	23.460	0.470	2.00	12.54
		Mandatum	4.220	12/08		4.227	-0.17	4.145	0.083	1.99	-na-
		Sampo	40.490	12/08	0.40	40.180	0.77	39.515	0.665	1.68	-2.21
	S	UnitedHealth	527.018	12/08	1.17	461.161	14.28	455.764	5.397	1.18	-1.17
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	Δ13	⇓∅-RS
	L	Ping An Ins	5.200	12/08	0.02	5.328	-2.40	5.312	0.016	0.30	-4.73
	L	AIA	6.196	12/08	-1.33	6.327	-2.08	6.252	0.075	1.20	-16.94
		SBI Life	19.056	12/08	-1.17	16.786	13.53	16.635	0.151	0.91	8.45
		Ageas	42.380	12/08	0.33	43.100	-1.67	42.920	0.180	0.42	6.75
		Uniqa	7.680	12/08	0.26	8.000	-4.00	8.010	-0.010	-0.12	-0.68
	L	Glanbia	18.110	12/08	0.50	18.230	-0.66	18.280	-0.050	-0.27	19.83
	L	Zurich Insurance	479.443	12/08	0.85	498.117	-3.75	500.396	-2.279	-0.46	8.61
		FBD	12.900	12/08	0.39	13.100	-1.53	13.200	-0.100	-0.76	2.21
		ASR	43.850	12/08	0.46	44.820	-2.16	45.390	-0.570	-1.26	5.38
		Medibank Private	2.406	12/08	0.52	2.288	5.15	2.271	0.017	0.76	4.99
		Swiss Re	107.299	12/08	0.10	115.966	-7.47	119.311	-3.345	-2.80	12.97
		Quálitas	8.349	12/08	-2.49	9.581	-12.86	10.937	-1.356	-12.40	11.45
		Berkshire Hathaway	401.251	12/08	-0.30	377.757	6.22	391.080	-13.323	-3.41	9.61
		Phoenix	634.083	12/08	0.47	627.600	1.03	645.500	-17.900	-2.77	6.75
		Prudential	748.877	12/08	0.41	841.750	-11.03	867.910	-26.159	-3.01	-15.23
		AIG	66.762	12/08	-0.62	69.447	-3.87	72.260	-2.813	-3.89	12.82
		Aviva	570.674	12/08	0.35	561.010	1.72	580.086	-19.076	-3.29	13.17
		Samsung Life	60.473	12/08	-0.33	58.990	2.51	62.917	-3.927	-6.24	12.57
		Hannover Rück	227.400	12/08	5.23	240.900	-5.60	253.700	-12.800	-5.05	6.49
		MetLife	65.121	12/08	-0.40	65.149	-0.04	68.583	-3.434	-5.01	7.22
		HDFC Life	7.851	12/08	0.01	6.714	16.93	7.087	-0.372	-5.26	-2.63
		Allianz	255.900	12/08		262.500	-2.51	277.800	-15.300	-5.51	7.44
	L	QBE Insurance	10.038	12/08	0.87	10.577	-5.10	10.948	-0.371	-3.39	8.96
		Mapfre	2.134	12/08		2.172	-1.75	2.342	-0.170	-7.26	6.36
	S	Sun Life Financial	44.736	12/08	-0.11	45.510	-1.70	50.209	-4.699	-9.36	-3.15
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/04/24	prc diff	Δ13	⇓∅-RS
		Hiscox	1,401.346	12/08	1.89	1,336.523	4.85	1,448.463	-111.939	-7.73	7.18
		Admiral Group	3,179.841	12/08	0.86	3,033.696	4.82	3,313.943	-280.247	-8.46	3.91
	S	Legal & General	265.890	12/08	0.53	269.780	-1.44	297.168	-27.389	-9.22	-1.25
		Axa	32.350	12/08	-0.77	31.260	3.49	34.815	-3.555	-10.21	0.60
		Travelers Companies	195.531	12/08	-1.29	189.228	3.33	212.349	-23.120	-10.89	8.72
		Lowe´s	215.426	12/08	-2.02	199.101	8.20	232.005	-32.904	-14.18	-2.14
	S	Scor	17.130	12/08	1.06	24.160	-29.10	32.070	-7.910	-24.66	-11.76
	S	Molina Healthcare	314.809	12/08	-0.15	272.380	15.58	376.189	-103.809	-27.59	-14.67
Insurances - 57 out of 57 instruments rated - 1/07/24 / 1/04/24 - 29 did rise, Market-Ratio(13) in EUR = 50.88 %

Technical Chart

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

6/01/20	scale up chart	1/07/24

Transactions Insurances in Euro * 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	4,694	2.130	2.267	1.993	-0.137	-6	9,357	-82
long	21/08/06	7/01/08	504		China Life Ins HK	100	6,996	1.337	3.267		1.930	144	22,859	91
short	7/01/08	21/04/08	105		Storebrand	100	3,800	6.015	5.397	6.703	0.688	11	25,475	46
long	21/04/08	30/06/08	70		Glanbia	100	5,125	4.970	4.820		-0.150	-3	24,706	-15
short	30/06/08	26/01/09	210		AIG	100	73	335.064	19.403	5,786.250	5,451.186	1,627	422,643	14,041
long	26/01/09	14/06/10	504		Admiral Group	100	43,456	9.726	16.519		6.793	70	717,828	47
short	14/06/10	23/08/10	70		UnipolSai	100	60,652	11.835	10.585	13.233	1.398	12	802,595	79
long	23/08/10	20/06/11	301		Admiral Group	100	44,466	18.050	18.954		0.905	5	842,827	6
short	20/06/11	7/11/11	140		UnipolSai	100	130,367	6.465	3.629	11.517	5.052	78	1,501,480	351
long	7/11/11	24/08/15	1386		Glanbia	100	328,192	4.575	17.150		12.575	275	5,628,495	42
short	24/08/15	23/11/15	91		FBD	100	1,041,927	5.402	6.706	4.098	-1.304	-24	4,269,822	-67
long	23/11/15	25/01/16	63		NN	100	131,177	32.550	31.080		-1.470	-5	4,076,992	-23
short	25/01/16	18/04/16	84		Delta Lloyd	100	813,608	5.011	4.530	5.543	0.532	11	4,509,913	55
long	18/04/16	27/06/16	70		Medibank Private	100	2,151,641	2.096	1.965		-0.131	-6	4,227,645	-29
short	27/06/16	8/08/16	42		Delta Lloyd	100	1,338,285	3.159	3.293	3.025	-0.134	-4	4,048,314	-31
long	8/08/16	17/12/18	861		Admiral Group	100	155,021	26.115	21.776		-4.339	-17	3,375,684	-7
short	17/12/18	28/01/19	42		AMP	100	2,261,393	1.493	1.466	1.520	0.027	2	3,436,413	17
long	28/01/19	2/03/20	399		Molina Healthcare	100	28,872	119.019	114.028		-4.991	-4	3,292,316	-4
short	2/03/20	8/06/20	98		Hanwha Life	100	2713,399,922	0.001	0.001	0.001	-0.000	-1	3,256,080	-4
long	8/06/20	9/05/22	700		DFV	100	184,941	17.606	11.640		-5.966	-34	2,152,722	-19
short	9/05/22	6/06/22	28		Prudential	100	209,209	10.290	12.468	8.111	-2.179	-21	1,696,945	-96
long	6/06/22	18/07/22	42		Sompo	100	11,921,990	0.142	0.140		-0.003	-2	1,666,528	-15
short	18/07/22	12/09/22	56		Admiral Group	100	81,379	20.478	26.217	14.740	-5.738	-28	1,199,544	-88
long	12/09/22	12/08/24	700		Molina Healthcare	100	3,484	344.295	314.809		-29.487	-9	1,096,812	-5
accum	7/08/06	12/08/24	6641	days out of 6858 invested (97%)							10,868		1,096,812	29

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	335.06	19.40	5,786.25	5,451.19	1,626.91	1,626.91
Glanbia	short	7/08/06	21/08/06	14	2.13	2.27	1.99	-0.14	-6.43
	long	21/04/08	30/06/08	70	4.97	4.82		-0.15	-3.02
	long	7/11/11	24/08/15	1386	4.58	17.15		12.58	274.86	240.17
China Life Ins HK	long	21/08/06	7/01/08	504	1.34	3.27		1.93	144.31	144.31
UnipolSai	short	14/06/10	23/08/10	70	11.84	10.59	13.23	1.40	11.81
	short	20/06/11	7/11/11	140	6.47	3.63	11.52	5.05	78.15	99.19
Storebrand	short	7/01/08	21/04/08	105	6.01	5.40	6.70	0.69	11.44	11.44
Admiral Group	long	26/01/09	14/06/10	504	9.73	16.52		6.79	69.84
	long	23/08/10	20/06/11	301	18.05	18.95		0.90	5.01
	long	8/08/16	17/12/18	861	26.11	21.78		-4.34	-16.62
	short	18/07/22	12/09/22	56	20.48	26.22	14.74	-5.74	-28.02	7.05
Delta Lloyd	short	25/01/16	18/04/16	84	5.01	4.53	5.54	0.53	10.62
	short	27/06/16	8/08/16	42	3.16	3.29	3.03	-0.13	-4.24	5.93
AMP	short	17/12/18	28/01/19	42	1.49	1.47	1.52	0.03	1.80	1.80
Hanwha Life	short	2/03/20	8/06/20	98	0.00	0.00	0.00	-0.00	-1.10	-1.10
Sompo	long	6/06/22	18/07/22	42	0.14	0.14		-0.00	-1.79	-1.79
NN	long	23/11/15	25/01/16	63	32.55	31.08		-1.47	-4.52	-4.52
Medibank Private	long	18/04/16	27/06/16	70	2.10	1.96		-0.13	-6.26	-6.26
Molina Healthcare	long	28/01/19	2/03/20	399	119.02	114.03		-4.99	-4.19
	long	12/09/22	12/08/24	700	344.30	314.81		-29.49	-8.56	-12.40
Prudential	short	9/05/22	6/06/22	28	10.29	12.47	8.11	-2.18	-21.17	-21.17
FBD	short	24/08/15	23/11/15	91	5.40	6.71	4.10	-1.30	-24.14	-24.14
DFV	long	8/06/20	9/05/22	700	17.61	11.64		-5.97	-33.89	-33.89

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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