Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	SOM Price Index	963.323	Fri	0.61	952.347	1.15	754.684	197.663	26.19	USD	15.64
	L	Sprouts	75.730	Fri	1.53	75.000	0.97	40.690	34.310	84.32	USD	69.62
	L	Interface	16.220	Fri	1.95	16.430	-1.28	9.500	6.930	72.95	USD	57.40
		Deckers Outdoor	861.990	Fri	-1.44	861.850	0.02	612.890	248.960	40.62	USD	39.32
	L	L'Occitane	3.794	Fri	0.58	3.806	-0.32	2.345	1.461	62.30	EUR	39.23
	L	Eramet	101.900	Fri	5.27	94.500	7.83	68.600	25.900	37.76	EUR	29.88
	L	INIT Innov. in Traff	38.800	Fri	-1.52	38.500	0.78	28.200	10.300	36.52	EUR	27.56
		MillerKnoll	27.330	Fri	-0.29	26.810	1.94	24.570	2.240	9.12	USD	24.86
	L	Encompass Health	86.530	Fri	0.19	84.510	2.39	64.440	20.070	31.15	USD	23.11
	L	Oatly	1.230	Fri	-2.38	1.290	-4.65	0.625	0.665	106.37	USD	18.97
	L	Shimano	25,850.000	Fri	0.98	25,835.000	0.06	22,475.000	3,360.000	14.95	JPY	17.66
	L	First Solar	191.050	Fri	-1.32	193.810	-1.42	146.970	46.840	31.87	USD	15.20
	L	Kurita Water	6,748.000	Fri	8.14	6,277.000	7.50	4,860.000	1,417.000	29.16	JPY	13.96
		eBay	51.000	Fri	1.31	49.380	3.28	40.360	9.020	22.35	USD	11.20
		Cdn Nat Railway	174.210	Fri	0.09	172.480	1.00	151.470	21.010	13.87	CAD	7.29
		Geberit	550.600	Fri	0.18	515.200	6.87	460.900	54.300	11.78	CHF	6.36
		Tomra Systems	141.400	Fri	1.22	139.100	1.65	92.020	47.080	51.16	NOK	6.26
	L	LTC Properties	34.060	Fri	-0.09	33.280	2.34	32.070	1.210	3.77	USD	2.50
		Vestas Wind Systems	191.050	Wed	2.00	181.650	5.17	162.800	18.850	11.58	DKK	1.65
		Verbund	71.150	Fri	0.85	75.100	-5.26	85.450	-10.350	-12.11	EUR	0.27
		Severn Trent	2,587.000	Fri	-0.73	2,517.000	2.78	2,652.000	-135.000	-5.09	GBP	-1.23
	L	Ormat Technologies	70.290	Fri	1.97	67.640	3.92	64.630	3.010	4.66	USD	-5.32
		Mayr-Melnhof	116.800	Fri	2.46	112.200	4.10	114.600	-2.400	-2.09	EUR	-9.42
		Tesla Motors	168.470	Fri	-2.04	184.760	-8.82	219.270	-34.510	-15.74	USD	-14.41
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	USD	-17.74
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		Umweltbank	6.580	Fri	-2.08	6.560	0.30	6.660	-0.100	-1.50	EUR	-21.40
nx-25 - 25 out of 25 instruments rated - 5/06/24 / 11/06/23 - 19 did rise, Market-Ratio(26) = 76.00 %

Technical Chart

	nx-25 RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions nx-25 - Natur-Aktienindex * 26 - 60/40 (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		9/18/06	259		- cash -
short	9/18/06	11/20/06	63		eBay	100	885	USD	11.296	13.952	8.641	-2.656	-24	7,650	-79
long	11/20/06	8/20/07	273		Interface	100	506	USD	15.100	17.440		2.340	15	8,834	21
short	8/20/07	8/11/08	357		Encompass Health	100	488	USD	18.100	18.450	17.750	-0.350	-2	8,663	-2
long	8/11/08	9/22/08	42		Kansas City Southern	100	161	USD	53.630	49.640		-3.990	-7	8,021	-49
short	9/22/08	4/27/09	217		EnerNOC	100	659	USD	12.170	16.880	7.460	-4.710	-39	4,917	-56
long	4/27/09	8/01/11	826		EnerNOC	100	291	USD	16.880	16.940		0.060	0	4,934	0
short	8/01/11	2/20/12	203		Vestas Wind Systems	100	219	DKK	22.520	11.600	43.720	21.200	94	9,577	230
long	2/20/12	8/24/15	1281		Tesla Motors	100	4,163	USD	2.300	14.591		12.291	534	60,746	69
short	8/24/15	7/18/16	329		EnerNOC	100	7,274	USD	8.350	7.110	9.806	1.456	17	71,339	20
long	7/18/16	6/25/18	707		Ormat Technologies	100	1,580	USD	45.140	53.440		8.300	18	84,453	9
short	6/25/18	4/15/19	294		Geox	100	34,583	EUR	2.442	1.648	3.619	1.177	48	125,140	63
long	4/15/19	3/09/20	329		Tomra Systems	100	943	NOK	132.700	146.600		13.900	10	138,247	12
short	3/09/20	6/08/20	91		Geox	100	243,822	EUR	0.567	0.832	0.302	-0.265	-47	73,634	-92
long	6/08/20	1/24/22	595		Tesla Motors	100	1,162	USD	63.328	310.000		246.672	390	360,267	165
short	1/24/22	12/12/22	322		Beyond Meat	100	5,765	USD	62.490	14.680	266.008	203.518	326	1,533,550	417
long	12/12/22	2/13/23	63		First Solar	100	10,204	USD	150.280	167.260		16.980	11	1,706,814	86
short	2/13/23	4/03/23	49		Oatly	100	801,320	USD	2.130	2.560	1.700	-0.430	-20	1,362,246	-81
long	4/03/23	8/07/23	126		First Solar	100	6,533	USD	208.490	195.600		-12.890	-6	1,278,036	-17
short	8/07/23	3/11/24	217		Oatly	100	875,366	USD	1.460	1.030	2.070	0.610	42	1,811,571	80
long	3/11/24	5/10/24	60		Interface	100	119,182	USD	15.200	16.220		1.020	7	1,933,137	48
accum	9/18/06	5/10/24	6445	days out of 6704 invested (96%)								19,231		1,933,137	35

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Tesla Motors	long	2/20/12	8/24/15	1281	2.30	14.59		12.29	534.40
	long	6/08/20	1/24/22	595	63.33	310.00		246.67	389.51	3,005.50
Beyond Meat	short	1/24/22	12/12/22	322	62.49	14.68	266.01	203.52	325.68	325.68
Vestas Wind Systems	short	8/01/11	2/20/12	203	22.52	11.60	43.72	21.20	94.14	94.14
Interface	long	11/20/06	8/20/07	273	15.10	17.44		2.34	15.50
	long	3/11/24	5/10/24	60	15.20	16.22		1.02	6.71	23.25
Ormat Technologies	long	7/18/16	6/25/18	707	45.14	53.44		8.30	18.39	18.39
Oatly	short	2/13/23	4/03/23	49	2.13	2.56	1.70	-0.43	-20.19
	short	8/07/23	3/11/24	217	1.46	1.03	2.07	0.61	41.75	13.13
Tomra Systems	long	4/15/19	3/09/20	329	132.70	146.60		13.90	10.47	10.47
First Solar	long	12/12/22	2/13/23	63	150.28	167.26		16.98	11.30
	long	4/03/23	8/07/23	126	208.49	195.60		-12.89	-6.18	4.42
Encompass Health	short	8/20/07	8/11/08	357	18.10	18.45	17.75	-0.35	-1.93	-1.93
Kansas City Southern	long	8/11/08	9/22/08	42	53.63	49.64		-3.99	-7.44	-7.44
Geox	short	6/25/18	4/15/19	294	2.44	1.65	3.62	1.18	48.18
	short	3/09/20	6/08/20	91	0.57	0.83	0.30	-0.27	-46.74	-21.08
eBay	short	9/18/06	11/20/06	63	11.30	13.95	8.64	-2.66	-23.51	-23.51
EnerNOC	short	9/22/08	4/27/09	217	12.17	16.88	7.46	-4.71	-38.70
	long	4/27/09	8/01/11	826	16.88	16.94		0.06	0.36
	short	8/24/15	7/18/16	329	8.35	7.11	9.81	1.46	17.44	-27.75

Annotations

9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


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