Share-o-matic - Assessment MDAX (Mid-Cap-DAX)

Assessment - Mid-Cap-DAX - 5/06/24 - RS = 18

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ18	∅-RS
	L	MDAX	26,708.900	Thu	0.05	26,567.400	0.53	27,137.300	-569.900	-2.10	0.10
		Morphosys	67.000	Thu	0.37	66.900	0.15	34.000	32.900	96.76	109.29
	L	CTS Eventim	83.700	Thu	-1.18	84.000	-0.36	62.600	21.400	34.19	33.25
		TAG Immobilien	13.640	Thu	1.04	13.700	-0.44	13.195	0.505	3.83	30.49
		LEG Immobilien	82.560	Thu	0.34	83.380	-0.98	79.320	4.060	5.12	28.46
		Hensoldt	38.440	Thu	1.10	38.300	0.37	24.400	13.900	56.97	27.82
		Aroundtown	2.038	Thu	-1.74	2.044	-0.29	2.475	-0.431	-17.41	27.24
	L	Ströer Media	62.650	Thu	-0.08	61.100	2.54	53.750	7.350	13.67	26.47
		United Internet	23.040	Thu	0.17	22.940	0.44	23.040	-0.100	-0.43	26.24
	L	Bilfinger	45.650	Thu	0.77	44.300	3.05	34.820	9.480	27.23	23.66
	L	Nordex	14.240	Thu	1.79	13.490	5.56	10.400	3.090	29.71	23.22
	L	Encavis	16.990	Thu	0.24	16.910	0.47	15.590	1.320	8.47	20.29
		Kion Group	44.960	Thu	0.65	44.460	1.12	38.670	5.790	14.97	19.16
		Talanx	68.850	Thu	0.22	71.250	-3.37	64.650	6.600	10.21	17.46
	L	Jungheinrich	35.840	Thu	2.58	35.840		33.220	2.620	7.89	15.92
	L	Krones	131.000	Thu	-0.61	124.200	5.48	111.800	12.400	11.09	15.88
		Nemetschek	84.350	Thu	-0.82	83.350	1.20	78.480	4.870	6.21	14.91
		Redcare Pharmacy	125.500	Thu	-2.11	131.300	-4.42	131.600	-0.300	-0.23	14.80
		Fuchs	42.980	Thu	0.49	43.660	-1.56	40.300	3.360	8.34	13.53
	L	Knorr-Bremse	74.050	Thu	0.82	69.450	6.62	58.800	10.650	18.11	12.98
		Scout24	71.550	Thu	-0.28	70.650	1.27	64.160	6.490	10.12	11.95
	L	Evonik Industries	20.400	Thu	-0.24	19.970	2.15	18.500	1.470	7.95	11.89
		Hella	83.500	Thu	1.21	83.500		82.500	1.000	1.21	10.66
		Hochtief	102.600	Thu	0.59	100.500	2.09	100.300	0.200	0.20	7.41
	L	Freenet	23.740	Thu	0.72	25.740	-7.77	25.340	0.400	1.58	6.84
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ18	∅-RS
		Bechtle	44.560	Thu	0.50	45.780	-2.66	45.390	0.390	0.86	5.66
		Stabilus	60.100	Thu	-1.80	60.200	-0.17	61.700	-1.500	-2.43	5.08
	L	Lanxess	27.920	Thu	1.45	27.510	1.49	28.370	-0.860	-3.03	4.02
		Carl Zeiss Meditec	93.950	Thu	0.05	100.000	-6.05	98.840	1.160	1.17	3.35
		Gerresheimer	99.150	Thu	-2.22	102.300	-3.08	94.350	7.950	8.43	2.24
	L	Fresenius MedCare	38.780	Thu	0.28	39.610	-2.10	37.960	1.650	4.35	1.85
		GEA Group	38.080	Thu	-0.78	36.860	3.31	37.690	-0.830	-2.20	0.72
	S	Fraport	48.440	Thu	-0.21	47.960	1.00	54.760	-6.800	-12.42	-3.62
	L	Aurubis	70.050	Thu	1.97	69.050	1.45	74.260	-5.210	-7.02	-4.17
	S	Siltronic	74.300	Thu		75.700	-1.85	88.450	-12.750	-14.41	-4.43
	S	Jenoptik	27.480	Thu	-0.79	25.120	9.39	28.440	-3.320	-11.67	-6.97
	L	Delivery Hero	24.540	Thu	-3.76	26.500	-7.40	25.010	1.490	5.96	-8.19
	L	K+S	13.750	Thu	-0.43	13.795	-0.33	14.310	-0.515	-3.60	-8.35
	L	Puma	52.500	Thu	4.71	45.430	15.56	50.520	-5.090	-10.08	-8.52
		Befesa	29.420	Thu	-0.81	29.080	1.17	35.200	-6.120	-17.39	-9.54
		Deutsche Lufthansa	6.724	Thu	-1.12	6.922	-2.86	8.048	-1.126	-13.99	-12.16
	L	Wacker Chemie	100.650	Thu	1.00	102.400	-1.71	114.300	-11.900	-10.41	-12.74
	S	RTL Group	29.650	Thu	-0.50	29.550	0.34	34.960	-5.410	-15.47	-13.79
	S	TeamViewer	11.640	Thu	1.31	12.465	-6.62	14.060	-1.595	-11.34	-13.91
	S	Sixt	79.100	Thu	-0.13	77.850	1.61	101.200	-23.350	-23.07	-18.73
		thyssenkrupp	4.877	Thu	0.83	4.932	-1.12	6.312	-1.380	-21.86	-19.59
	L	SMA Solar	46.900	Thu	0.60	49.440	-5.14	60.550	-11.110	-18.35	-22.15
	S	Hugo Boss	47.580	Thu	1.13	47.850	-0.56	67.460	-19.610	-29.07	-23.61
	S	Aixtron	22.210	Thu	-1.16	22.240	-0.13	38.660	-16.420	-42.47	-26.76
	S	Evotec	9.645	Thu	0.26	9.605	0.42	21.280	-11.675	-54.86	-44.30
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ18	∅-RS
	S	HelloFresh	5.848	Thu	-2.37	6.160	-5.06	14.310	-8.150	-56.95	-57.64
MDAX - 50 out of 50 instruments rated - 5/06/24 / 1/01/24 - 26 did rise, Market-Ratio(18) = 52.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 18 - B/S = 25/25

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

Transactions Mid-Cap-DAX * L18 - 25 ex 8 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	7/17/06	196		Nordex	100	1,945	5.140	10.690	5.550	108	20,795	291
7/17/06		9/04/06	49		- cash -
	9/04/06	9/11/06	7		Nordex	100	1,565	13.280	11.700	-1.580	-12	18,322	-100
9/11/06		9/18/06	7		- cash -
	9/18/06	8/20/07	336		Nordex	100	1,563	11.720	25.280	13.560	116	39,516	130
8/20/07		8/27/07	7		- cash -
	8/27/07	11/26/07	91		Nordex	100	1,140	34.640	31.860	-2.780	-8	36,347	-29
11/26/07		12/03/07	7		- cash -
	12/03/07	1/21/08	49		Aixtron	100	4,216	8.620	6.830	-1.790	-21	28,800	-82
1/21/08		4/28/08	98		- cash -
	4/28/08	9/01/08	126		K+S	100	444	64.758	76.183	11.425	18	33,873	60
9/01/08		2/09/09	161		- cash -
	2/09/09	2/16/09	7		Jenoptik	100	6,307	5.370	4.880	-0.490	-9	30,783	-99
2/16/09		3/02/09	14		- cash -
	3/02/09	3/09/09	7		Carl Zeiss Meditec	100	2,965	10.380	10.100	-0.280	-3	29,953	-76
3/09/09		3/23/09	14		- cash -
	3/23/09	4/27/09	35		CTS Eventim	100	5,068	5.910	5.427	-0.483	-8	27,505	-59
	4/27/09	6/07/10	406		Aixtron	100	4,833	5.690	19.900	14.210	250	96,182	208
	6/07/10	9/27/10	112		Nemetschek	100	50,755	1.895	1.900	0.005	0	96,435	1
	9/27/10	3/21/11	175		Jungheinrich	100	11,618	8.300	8.880	0.580	7	103,174	15
	3/21/11	8/08/11	140		Hugo Boss	100	2,125	48.550	60.390	11.840	24	128,334	77
8/08/11		10/31/11	84		- cash -
	10/31/11	11/07/11	7		Encavis	100	41,014	3.129	3.100	-0.029	-1	127,144	-38
11/07/11		12/12/11	35		- cash -
	12/12/11	4/02/12	112		Encavis	100	40,376	3.149	2.942	-0.207	-7	118,787	-20
	4/02/12	6/11/12	70		Hugo Boss	100	1,355	87.640	75.190	-12.450	-14	101,917	-55
6/11/12		7/16/12	35		- cash -
	7/16/12	7/23/12	7		Carl Zeiss Meditec	100	4,987	20.435	19.850	-0.585	-3	98,999	-78
7/23/12		7/30/12	7		- cash -
	7/30/12	8/06/12	7		Hugo Boss	100	1,140	86.800	77.350	-9.450	-11	88,226	-100
	8/06/12	9/03/12	28		Lanxess	100	1,449	60.870	62.390	1.520	2	90,429	38
9/03/12		9/10/12	7		- cash -
	9/10/12	11/12/12	63		Lanxess	100	1,412	64.000	61.490	-2.510	-4	86,885	-21
	11/12/12	4/07/14	511		Morphosys	100	3,392	25.610	63.710	38.100	149	216,120	92
	4/07/14	10/13/14	189		Nordex	100	17,751	12.175	11.525	-0.650	-5	204,582	-10
10/13/14		11/03/14	21		- cash -
	11/03/14	8/24/15	294		Ströer Media	100	11,046	18.520	47.670	29.150	157	526,573	223
8/24/15		8/31/15	7		- cash -
	8/31/15	2/08/16	161		SMA Solar	100	15,144	34.770	37.840	3.070	9	573,065	21
2/08/16		2/22/16	14		- cash -
	2/22/16	2/29/16	7		SMA Solar	100	12,918	44.360	42.550	-1.810	-4	549,683	-89
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/29/16		3/14/16	14		- cash -
	3/14/16	7/04/16	112		SMA Solar	100	12,636	43.500	44.390	0.890	2	560,929	7
	7/04/16	8/22/16	49		Carl Zeiss Meditec	100	15,521	36.140	32.945	-3.195	-9	511,340	-50
	8/22/16	1/16/17	147		Hochtief	100	4,191	122.000	135.700	13.700	11	568,756	30
	1/16/17	6/18/18	518		Siltronic	100	11,836	48.050	139.100	91.050	189	1,646,424	111
	6/18/18	10/08/18	112		Sixt	100	15,815	104.100	96.550	-7.550	-7	1,527,021	-22
10/08/18		2/11/19	126		- cash -
	2/11/19	4/08/19	56		Carl Zeiss Meditec	100	19,754	77.300	73.900	-3.400	-4	1,459,857	-25
	4/08/19	7/29/19	112		Nordex	100	95,917	15.220	11.480	-3.740	-25	1,101,128	-60
	7/29/19	12/02/19	126		Ströer Media	100	15,530	70.900	70.850	-0.050	0	1,100,351	0
	12/02/19	3/09/20	98		HelloFresh	100	62,448	17.620	23.250	5.630	32	1,451,934	181
3/09/20		4/20/20	42		- cash -
	4/20/20	4/27/20	7		HelloFresh	100	46,005	31.560	35.000	3.440	11	1,610,191	21,921
4/27/20		5/11/20	14		- cash -
	5/11/20	6/15/20	35		HelloFresh	100	40,909	39.360	38.040	-1.320	-3	1,556,191	-30
6/15/20		6/22/20	7		- cash -
	6/22/20	3/01/21	252		HelloFresh	100	35,497	43.840	60.250	16.410	37	2,138,697	58
	3/01/21	5/24/21	84		thyssenkrupp	100	180,328	11.860	9.616	-2.244	-19	1,734,041	-60
	5/24/21	3/07/22	287		Hugo Boss	100	38,228	45.360	43.900	-1.460	-3	1,678,228	-4
3/07/22		4/04/22	28		- cash -
	4/04/22	5/09/22	35		K+S	100	60,022	27.960	29.920	1.960	7	1,795,871	103
5/09/22		5/30/22	21		- cash -
	5/30/22	6/06/22	7		K+S	100	70,898	25.330	26.690	1.360	5	1,892,292	1,429
6/06/22		7/11/22	35		- cash -
	7/11/22	7/18/22	7		Hensoldt	100	80,867	23.400	24.300	0.900	4	1,965,072	616
7/18/22		8/15/22	28		- cash -
	8/15/22	8/22/22	7		SMA Solar	100	33,505	58.650	51.450	-7.200	-12	1,723,836	-100
8/22/22		9/12/22	21		- cash -
	9/12/22	9/19/22	7		SMA Solar	100	32,772	52.600	52.450	-0.150	0	1,718,921	-14
9/19/22		10/31/22	42		- cash -
	10/31/22	12/05/22	35		Hensoldt	100	72,223	23.800	21.300	-2.500	-11	1,538,363	-69
	12/05/22	7/31/23	238		SMA Solar	100	23,740	64.800	86.650	21.850	34	2,057,082	56
	7/31/23	3/11/24	224		Redcare Pharmacy	100	19,479	105.600	124.900	19.300	18	2,433,027	31
	3/11/24	5/09/24	59		Morphosys	100	37,134	65.520	67.000	1.480	2	2,487,985	15
accum	1/02/06	5/09/24	5758	days out of 6703 invested (86%)						24,780		2,487,985	42

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Siltronic	long	1/16/17	6/18/18	518	48.05	139.10	91.05	189.49	189.49
Aixtron		12/03/07	1/21/08	49	8.62	6.83	-1.79	-20.77
		4/27/09	6/07/10	406	5.69	19.90	14.21	249.74	177.11
Nordex		1/02/06	7/17/06	196	5.14	10.69	5.55	107.98
		9/04/06	9/11/06	7	13.28	11.70	-1.58	-11.90
		9/18/06	8/20/07	336	11.72	25.28	13.56	115.70
		8/27/07	11/26/07	91	34.64	31.86	-2.78	-8.03
		4/07/14	10/13/14	189	12.18	11.53	-0.65	-5.34
		4/08/19	7/29/19	112	15.22	11.48	-3.74	-24.57	159.55
Ströer Media		11/03/14	8/24/15	294	18.52	47.67	29.15	157.40
		7/29/19	12/02/19	126	70.90	70.85	-0.05	-0.07	157.22
Morphosys		11/12/12	4/07/14	511	25.61	63.71	38.10	148.77
		3/11/24	5/09/24	59	65.52	67.00	1.48	2.26	154.39
HelloFresh		12/02/19	3/09/20	98	17.62	23.25	5.63	31.95
		4/20/20	4/27/20	7	31.56	35.00	3.44	10.90
		5/11/20	6/15/20	35	39.36	38.04	-1.32	-3.35
		6/22/20	3/01/21	252	43.84	60.25	16.41	37.43	94.37
K+S		4/28/08	9/01/08	126	64.76	76.18	11.43	17.64
		4/04/22	5/09/22	35	27.96	29.92	1.96	7.01
		5/30/22	6/06/22	7	25.33	26.69	1.36	5.37	32.65
SMA Solar		8/31/15	2/08/16	161	34.77	37.84	3.07	8.83
		2/22/16	2/29/16	7	44.36	42.55	-1.81	-4.08
		3/14/16	7/04/16	112	43.50	44.39	0.89	2.05
		8/15/22	8/22/22	7	58.65	51.45	-7.20	-12.28
		9/12/22	9/19/22	7	52.60	52.45	-0.15	-0.29
		12/05/22	7/31/23	238	64.80	86.65	21.85	33.72	24.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Redcare Pharmacy		7/31/23	3/11/24	224	105.60	124.90	19.30	18.28	18.28
Hochtief		8/22/16	1/16/17	147	122.00	135.70	13.70	11.23	11.23
Jungheinrich		9/27/10	3/21/11	175	8.30	8.88	0.58	6.99	6.99
Nemetschek		6/07/10	9/27/10	112	1.90	1.90	0.00	0.26	0.26
Lanxess		8/06/12	9/03/12	28	60.87	62.39	1.52	2.50
		9/10/12	11/12/12	63	64.00	61.49	-2.51	-3.92	-1.52
Hensoldt		7/11/22	7/18/22	7	23.40	24.30	0.90	3.85
		10/31/22	12/05/22	35	23.80	21.30	-2.50	-10.50	-7.06
Sixt		6/18/18	10/08/18	112	104.10	96.55	-7.55	-7.25	-7.25
Encavis		10/31/11	11/07/11	7	3.13	3.10	-0.03	-0.93
		12/12/11	4/02/12	112	3.15	2.94	-0.21	-6.57	-7.44
Hugo Boss		3/21/11	8/08/11	140	48.55	60.39	11.84	24.39
		4/02/12	6/11/12	70	87.64	75.19	-12.45	-14.21
		7/30/12	8/06/12	7	86.80	77.35	-9.45	-10.89
		5/24/21	3/07/22	287	45.36	43.90	-1.46	-3.22	-7.96
CTS Eventim		3/23/09	4/27/09	35	5.91	5.43	-0.48	-8.17	-8.17
Jenoptik		2/09/09	2/16/09	7	5.37	4.88	-0.49	-9.12	-9.12
Carl Zeiss Meditec		3/02/09	3/09/09	7	10.38	10.10	-0.28	-2.70
		7/16/12	7/23/12	7	20.44	19.85	-0.58	-2.86
		7/04/16	8/22/16	49	36.14	32.95	-3.20	-8.84
		2/11/19	4/08/19	56	77.30	73.90	-3.40	-4.40	-17.63
thyssenkrupp		3/01/21	5/24/21	84	11.86	9.62	-2.24	-18.92	-18.92

Annotations

5/22/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
9/20/21	MDAX	Befesa, Jungheinrich, Hypoport, Vantage Towers and zooplus replace Encavis, Hochtief, Morphosys, Nordex and Shop Apotheke
	MDAX	Exits to the DAX40: Airbus, Brenntag, HelloFresh, Porsche, Puma, Qiagen, Sartorius, Siemens Healthineers, Symrise, Zalando
8/16/21	Bechtle	stock split 1:3 (three for one)
6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
3/19/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
7/24/17	Bechtle	stock split 1:2 (two for one)
12/19/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
8/11/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/22/16	Jungheinrich	stock split 1:3 (three for one)
3/10/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
3/09/16	K+S	moves from DAX to MDAX
12/21/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
9/21/15	Lanxess	moves from DAX to MDAX
9/07/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
8/20/15	MDAX	complete analysis
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/22/15	MDAX	Zalando replaces Bertrandt
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
2/26/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
1/30/15	MDax	Recently we recognized long signals for Gagfah, it should be considered that Gagfah mergers with Deutsche Annington. The gathering of REITs at the top of the MDax is conspicious, potentially instruments of industry companies such as KUKA or Symrise might be more financially rewarding.
1/19/15	Hella	entry


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