Share-o-matic - Assessment Medicine

Assessment - Medicine - 5/06/24 - RS = 31

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ31	Curr	∅-RS
		SOM Medicine	705.526	10:00	-0.11	706.371	-0.12	675.762	30.609	4.53	USD	-0.68
	L	Encompass Health	86.370	Thu	1.27	84.510	2.20	66.650	17.860	26.80	USD	23.11
	L	Fisher & Paykel HC	28.850	05:00	0.52	28.900	-0.17	21.490	7.410	34.48	NZD	22.03
	L	ResMed	32.340	06:10	0.43	32.610	-0.83	22.930	9.680	42.22	AUD	19.91
		Ambu	119.550	Wed	-0.46	116.700	2.44	72.180	44.520	61.68	DKK	19.90
		Cochlear	320.330	06:10	-0.63	323.900	-1.10	254.750	69.150	27.14	AUD	19.61
		Intuitive Surgical	385.450	Thu	1.34	383.050	0.63	294.980	88.070	29.86	USD	17.03
		Terumo	2,627.000	06:15	0.90	2,663.000	-1.35	1,951.500	711.500	36.46	JPY	15.25
		DexCom	128.140	Thu	0.57	129.650	-1.16	94.550	35.100	37.12	USD	13.14
		ConvaTec	261.800	Thu	0.23	258.800	1.16	213.400	45.400	21.27	GBP	13.09
		Apollo Hospitals	5,842.450	10:00	0.62	6,056.700	-3.54	5,118.950	937.750	18.32	INR	11.99
	L	Getinge	232.500	Wed	-1.23	232.500		189.450	43.050	22.72	SEK	10.82
		EssilorLuxottica	205.600	Thu	0.78	198.400	3.63	163.660	34.740	21.23	EUR	10.00
	L	Amplifon	33.820	Thu	1.38	33.000	2.48	27.870	5.130	18.41	EUR	8.04
		Sonova	266.800	Wed	-0.11	262.800	1.52	213.800	49.000	22.92	CHF	6.40
		Coloplast	845.200	Wed	0.33	872.600	-3.14	733.800	138.800	18.92	DKK	6.35
		Drägerwerk	48.350	Thu	0.94	50.200	-3.69	42.700	7.500	17.56	EUR	5.44
		Eckert & Ziegler	40.000	Thu	0.70	39.420	1.47	32.380	7.040	21.74	EUR	5.35
		GE HealthCare	82.730	Thu	2.00	79.800	3.67	67.840	11.960	17.63	USD	4.79
		Fresenius	28.030	Thu	-1.58	27.870	0.57	28.400	-0.530	-1.87	EUR	3.78
		Synlab	10.320	Thu	-1.71	10.480	-1.53	10.100	0.380	3.76	EUR	3.50
		Carl Zeiss Meditec	93.950	Thu	0.05	100.000	-6.05	79.180	20.820	26.29	EUR	3.35
		Siemens Healthineers	52.480	Thu	1.16	52.460	0.04	48.070	4.390	9.13	EUR	2.64
	L	LTC Properties	34.090	Thu	1.34	33.280	2.43	31.500	1.780	5.65	USD	2.50
		Gerresheimer	99.150	Thu	-2.22	102.300	-3.08	97.450	4.850	4.98	EUR	2.24
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ31	Curr	∅-RS
		DiaSorin	93.320	Thu	1.21	92.980	0.37	86.280	6.700	7.77	EUR	1.91
	L	Fresenius MedCare	38.780	Thu	0.28	39.610	-2.10	40.540	-0.930	-2.29	EUR	1.85
		Align Technology	280.390	Thu	2.46	287.370	-2.43	299.760	-12.390	-4.13	USD	-0.14
	S	Medtronic	82.760	Thu	1.48	81.760	1.22	77.770	3.990	5.13	USD	-0.66
		Sysmex	2,609.000	06:15	-3.51	2,660.500	-1.94	2,364.670	295.830	12.51	JPY	-2.18
		Ramsay Health Care	50.110	06:10	-0.40	51.100	-1.94	51.180	-0.080	-0.16	AUD	-3.73
		Uniphar	2.600	Thu	0.78	2.495	4.21	2.165	0.330	15.24	EUR	-5.41
	S	Smith and Nephew	1,001.500	Thu	-0.60	996.800	0.47	997.600	-0.800	-0.08	GBP	-7.43
	L	Stratec	40.850	Thu	-1.57	42.000	-2.74	43.200	-1.200	-2.78	EUR	-9.54
		Sino Biopharm	3.110	08:08	1.30	2.890	7.61	2.830	0.060	2.12	HKD	-9.65
	S	Sartorius	281.800	Thu	1.73	282.100	-0.11	313.600	-31.500	-10.04	EUR	-11.06
	S	Straumann	119.550	Wed	0.89	116.800	2.35	115.600	1.200	1.04	CHF	-11.35
		Medigene	1.440	Thu	-6.49	1.470	-2.04	1.735	-0.265	-15.27	EUR	-12.67
	S	Sonic Healthcare	26.760	06:10	0.60	26.280	1.83	29.880	-3.600	-12.05	AUD	-16.21
	S	Illumina	111.350	Thu	0.66	118.980	-6.41	136.440	-17.460	-12.80	USD	-16.82
		Oceania Healthcare	0.560	05:00	-3.45	0.550	1.82	0.730	-0.180	-24.66	NZD	-21.84
	S	WuXi AppTec	44.850	07:00	-1.15	45.780	-2.03	86.180	-40.400	-46.88	CNY	-30.55
	L	Orpea	13.982	Thu	0.52	13.980	0.01	1,430.500	-1,416.520	-99.02	EUR	-53.88
Medicine - 42 out of 42 instruments rated - 5/06/24 / 10/02/23 - 29 did rise, Market-Ratio(31) = 69.05 %

Technical Chart

	Medicine RS = 31 - B/S = 56/56

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

Transactions Medicine * L31 - 56 ex 2 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	2/20/06	49		Intuitive Surgical	100	777	USD	12.870	10.150	-2.720	-21	7,887	-83
	2/20/06	9/04/06	196		Illumina	100	654	USD	12.045	17.460	5.415	45	11,428	100
9/04/06		10/16/06	42		- cash -
	10/16/06	10/23/06	7		Align Technology	100	763	USD	14.960	14.120	-0.840	-6	10,787	-95
10/23/06		11/13/06	21		- cash -
	11/13/06	11/27/06	14		Align Technology	100	851	USD	12.670	13.000	0.330	3	11,068	95
11/27/06		12/04/06	7		- cash -
	12/04/06	8/13/07	252		Align Technology	100	819	USD	13.510	26.040	12.530	93	21,330	159
8/13/07		8/27/07	14		- cash -
	8/27/07	9/10/07	14		Intuitive Surgical	100	916	USD	23.270	24.790	1.520	7	22,722	421
9/10/07		10/08/07	28		- cash -
	10/08/07	10/15/07	7		Intuitive Surgical	100	796	USD	28.530	27.860	-0.670	-2	22,189	-71
10/15/07		8/25/08	315		- cash -
	8/25/08	9/08/08	14		Illumina	100	493	USD	44.985	41.790	-3.195	-7	20,614	-85
9/08/08		9/15/08	7		- cash -
	9/15/08	9/22/08	7		ResMed	100	7,207	AUD	2.860	2.780	-0.080	-3	20,037	-77
9/22/08		6/01/09	252		- cash -
	6/01/09	6/08/09	7		Amplifon	100	7,266	EUR	2.758	2.738	-0.020	-1	19,892	-32
6/08/09		6/15/09	7		- cash -
	6/15/09	8/24/09	70		Amplifon	100	7,436	EUR	2.675	2.500	-0.175	-7	18,591	-30
	8/24/09	9/21/09	28		DexCom	100	9,057	USD	2.053	2.000	-0.053	-3	18,115	-29
	9/21/09	11/09/09	49		Eckert & Ziegler	100	3,744	EUR	4.838	4.653	-0.185	-4	17,423	-25
	11/09/09	12/07/09	28		Sartorius	100	4,063	EUR	4.288	4.083	-0.205	-5	16,590	-47
	12/07/09	1/04/10	28		Amplifon	100	5,412	EUR	3.065	3.028	-0.038	-1	16,387	-15
	1/04/10	3/08/10	63		Intuitive Surgical	100	477	USD	34.310	39.550	5.240	15	18,886	128
	3/08/10	10/25/10	231		Drägerwerk	100	363	EUR	51.900	57.640	5.740	11	20,970	18
	10/25/10	11/01/10	7		Apollo Hospitals	100	409	INR	51.230	52.260	1.030	2	21,391	182
11/01/10		11/08/10	7		- cash -
	11/08/10	11/22/10	14		Illumina	100	374	USD	57.180	60.870	3.690	6	22,771	411
11/22/10		12/13/10	21		- cash -
	12/13/10	4/25/11	133		Illumina	100	351	USD	64.710	69.940	5.230	8	24,607	24
	4/25/11	8/01/11	98		Sartorius	100	3,027	EUR	8.129	9.325	1.196	15	28,228	67
8/01/11		3/12/12	224		- cash -
	3/12/12	9/03/12	175		Sartorius	100	2,473	EUR	11.413	13.345	1.933	17	33,007	39
	9/03/12	10/01/12	28		Align Technology	100	938	USD	35.180	38.000	2.820	8	35,652	173
	10/01/12	4/08/13	189		Sartorius	100	2,204	EUR	16.175	19.733	3.558	22	43,493	47
	4/08/13	6/24/13	77		Sysmex	100	4,039	JPY	10.767	10.083	-0.683	-6	40,733	-27
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	6/24/13	8/05/13	42		DexCom	100	7,494	USD	5.435	5.603	0.168	3	41,988	30
	8/05/13	8/12/13	7		Fisher & Paykel HC	100	11,317	NZD	3.710	3.600	-0.110	-3	40,743	-79
	8/12/13	3/24/14	224		DexCom	100	6,053	USD	6.730	10.773	4.043	60	65,212	115
	3/24/14	9/29/14	189		Illumina	100	432	USD	150.940	165.220	14.280	9	71,381	19
	9/29/14	1/26/15	119		Sysmex	100	4,866	JPY	14.667	17.233	2.567	17	83,870	64
	1/26/15	2/23/15	28		ResMed	100	10,008	AUD	8.380	8.380	0.000	0	83,870	0
	2/23/15	3/23/15	28		Sysmex	100	4,118	JPY	20.367	21.567	1.200	6	88,812	111
	3/23/15	8/17/15	147		Medigene	100	9,146	EUR	9.710	8.876	-0.834	-9	81,184	-20
	8/17/15	9/28/15	42		Sartorius	100	1,586	EUR	51.188	53.075	1.888	4	84,178	37
9/28/15		11/23/15	56		- cash -
	11/23/15	2/08/16	77		Sartorius	100	1,533	EUR	54.875	52.163	-2.713	-5	80,019	-21
2/08/16		2/29/16	21		- cash -
	2/29/16	3/07/16	7		Sartorius	100	1,348	EUR	59.325	59.963	0.637	1	80,879	75
3/07/16		3/28/16	21		- cash -
	3/28/16	4/25/16	28		Fisher & Paykel HC	100	8,355	NZD	9.680	9.490	-0.190	-2	79,291	-23
	4/25/16	5/09/16	14		Terumo	100	7,249	JPY	10.938	10.438	-0.500	-5	75,667	-70
	5/09/16	5/23/16	14		Straumann	100	2,058	CHF	36.750	37.275	0.525	1	76,747	45
	5/23/16	6/13/16	21		Ambu	100	1,453	DKK	52.800	51.200	-1.600	-3	74,422	-41
	6/13/16	6/27/16	14		Cochlear	100	610	AUD	122.000	120.250	-1.750	-1	73,355	-31
6/27/16		7/04/16	7		- cash -
	7/04/16	8/01/16	28		Ambu	100	1,262	DKK	58.100	56.400	-1.700	-3	71,210	-32
	8/01/16	8/22/16	21		Align Technology	100	793	USD	89.690	94.400	4.710	5	74,945	143
	8/22/16	11/14/16	84		Ambu	100	1,121	DKK	66.800	55.700	-11.100	-17	62,501	-55
	11/14/16	11/28/16	14		Medigene	100	6,869	EUR	9.098	8.937	-0.161	-2	61,396	-37
	11/28/16	12/05/16	7		Align Technology	100	643	USD	95.340	94.010	-1.330	-1	60,540	-52
12/05/16		12/12/16	7		- cash -
	12/12/16	1/02/17	21		Eckert & Ziegler	100	8,857	EUR	6.835	6.741	-0.094	-1	59,710	-21
1/02/17		1/16/17	14		- cash -
	1/16/17	2/06/17	21		Medigene	100	4,172	EUR	14.310	13.750	-0.560	-4	57,374	-50
2/06/17		2/13/17	7		- cash -
	2/13/17	2/20/17	7		Medigene	100	4,243	EUR	13.520	12.800	-0.720	-5	54,319	-94
2/20/17		4/03/17	42		- cash -
	4/03/17	6/12/17	70		Drägerwerk	100	561	EUR	96.780	100.800	4.020	4	56,574	24
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	6/12/17	1/22/18	224		Align Technology	100	394	USD	143.410	267.100	123.690	86	105,308	175
1/22/18		1/29/18	7		- cash -
	1/29/18	4/09/18	70		Align Technology	100	380	USD	276.770	249.060	-27.710	-10	94,778	-42
	4/09/18	9/17/18	161		Ambu	100	695	DKK	136.200	185.200	49.000	36	128,833	101
	9/17/18	11/19/18	63		DexCom	100	3,736	USD	34.483	30.328	-4.155	-12	113,310	-52
11/19/18		5/20/19	182		- cash -
	5/20/19	2/17/20	273		Eckert & Ziegler	100	4,333	EUR	26.150	46.000	19.850	76	199,320	113
	2/17/20	3/09/20	21		DexCom	100	2,693	USD	74.000	66.630	-7.370	-10	179,473	-84
3/09/20		4/20/20	42		- cash -
	4/20/20	4/27/20	7		Ambu	100	780	DKK	229.800	232.700	2.900	1	181,735	92
4/27/20		5/11/20	14		- cash -
	5/11/20	6/15/20	35		DexCom	100	1,725	USD	105.340	99.688	-5.653	-5	171,984	-44
6/15/20		7/20/20	35		- cash -
	7/20/20	8/31/20	42		DexCom	100	1,591	USD	108.092	106.353	-1.739	-2	169,217	-13
8/31/20		10/05/20	35		- cash -
	10/05/20	11/02/20	28		Uniphar	100	69,636	EUR	2.430	2.380	-0.050	-2	165,735	-24
	11/02/20	3/08/21	126		Align Technology	100	361	USD	458.440	496.070	37.630	8	179,320	26
3/08/21		3/15/21	7		- cash -
	3/15/21	3/29/21	14		Align Technology	100	320	USD	558.850	516.000	-42.850	-8	165,608	-88
	3/29/21	11/15/21	231		Eckert & Ziegler	100	2,394	EUR	69.150	110.700	41.550	60	265,079	110
	11/15/21	11/29/21	14		Getinge	100	617	SEK	429.400	382.700	-46.700	-11	236,265	-95
11/29/21		12/13/21	14		- cash -
	12/13/21	12/27/21	14		Apollo Hospitals	100	453	INR	520.670	484.005	-36.665	-7	219,655	-85
	12/27/21	1/10/22	14		Uniphar	100	45,571	EUR	4.820	4.490	-0.330	-7	204,617	-84
1/10/22		1/23/23	378		- cash -
	1/23/23	1/30/23	7		Eckert & Ziegler	100	3,733	EUR	54.800	54.800	0.000	0	204,617	0
1/30/23		4/03/23	63		- cash -
	4/03/23	6/19/23	77		Gerresheimer	100	2,248	EUR	91.000	107.300	16.300	18	241,259	118
6/19/23		7/24/23	35		- cash -
	7/24/23	8/14/23	21		Gerresheimer	100	2,263	EUR	106.600	117.900	11.300	11	266,831	476
8/14/23		3/18/24	217		- cash -
	3/18/24	3/25/24	7		Terumo	100	9,188	JPY	29.040	27.660	-1.380	-5	254,152	-92
	3/25/24	4/01/24	7		Medigene	100	93,438	EUR	2.720	2.110	-0.610	-22	197,155	-100
	4/01/24	4/08/24	7		Cochlear	100	584	AUD	337.520	326.030	-11.490	-3	190,445	-84
	4/08/24	4/29/24	21		ConvaTec	100	66,264	GBP	2.874	2.532	-0.342	-12	167,782	-89
	4/29/24	5/09/24	10		Encompass Health	100	2,006	USD	83.640	86.370	2.730	3	173,259	223
accum	1/02/06	5/09/24	4554	days out of 6703 invested (68%)							1,633		173,259	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Align Technology	long	10/16/06	10/23/06	7	14.96	14.12	-0.84	-5.61
		11/13/06	11/27/06	14	12.67	13.00	0.33	2.60
		12/04/06	8/13/07	252	13.51	26.04	12.53	92.75
		9/03/12	10/01/12	28	35.18	38.00	2.82	8.02
		8/01/16	8/22/16	21	89.69	94.40	4.71	5.25
		11/28/16	12/05/16	7	95.34	94.01	-1.33	-1.40
		6/12/17	1/22/18	224	143.41	267.10	123.69	86.25
		1/29/18	4/09/18	70	276.77	249.06	-27.71	-10.01
		11/02/20	3/08/21	126	458.44	496.07	37.63	8.21
		3/15/21	3/29/21	14	558.85	516.00	-42.85	-7.67	250.40
Eckert & Ziegler		9/21/09	11/09/09	49	4.84	4.65	-0.19	-3.82
		12/12/16	1/02/17	21	6.84	6.74	-0.09	-1.37
		5/20/19	2/17/20	273	26.15	46.00	19.85	75.91
		3/29/21	11/15/21	231	69.15	110.70	41.55	60.09
		1/23/23	1/30/23	7	54.80	54.80	0.00	0.00	167.12
Illumina		2/20/06	9/04/06	196	12.05	17.46	5.42	44.96
		8/25/08	9/08/08	14	44.99	41.79	-3.20	-7.10
		11/08/10	11/22/10	14	57.18	60.87	3.69	6.45
		12/13/10	4/25/11	133	64.71	69.94	5.23	8.08
		3/24/14	9/29/14	189	150.94	165.22	14.28	9.46	69.60
Sartorius		11/09/09	12/07/09	28	4.29	4.08	-0.21	-4.78
		4/25/11	8/01/11	98	8.13	9.33	1.20	14.72
		3/12/12	9/03/12	175	11.41	13.35	1.93	16.93
		10/01/12	4/08/13	189	16.18	19.73	3.56	21.99
		8/17/15	9/28/15	42	51.19	53.08	1.89	3.69
		11/23/15	2/08/16	77	54.88	52.16	-2.71	-4.94
		2/29/16	3/07/16	7	59.33	59.96	0.64	1.07	55.23
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Gerresheimer		4/03/23	6/19/23	77	91.00	107.30	16.30	17.91
		7/24/23	8/14/23	21	106.60	117.90	11.30	10.60	30.41
DexCom		8/24/09	9/21/09	28	2.05	2.00	-0.05	-2.56
		6/24/13	8/05/13	42	5.44	5.60	0.17	3.08
		8/12/13	3/24/14	224	6.73	10.77	4.04	60.07
		9/17/18	11/19/18	63	34.48	30.33	-4.16	-12.05
		2/17/20	3/09/20	21	74.00	66.63	-7.37	-9.96
		5/11/20	6/15/20	35	105.34	99.69	-5.65	-5.37
		7/20/20	8/31/20	42	108.09	106.35	-1.74	-1.61	18.55
Sysmex		4/08/13	6/24/13	77	10.77	10.08	-0.68	-6.35
		9/29/14	1/26/15	119	14.67	17.23	2.57	17.50
		2/23/15	3/23/15	28	20.37	21.57	1.20	5.89	16.53
Drägerwerk		3/08/10	10/25/10	231	51.90	57.64	5.74	11.06
		4/03/17	6/12/17	70	96.78	100.80	4.02	4.15	15.67
Ambu		5/23/16	6/13/16	21	52.80	51.20	-1.60	-3.03
		7/04/16	8/01/16	28	58.10	56.40	-1.70	-2.93
		8/22/16	11/14/16	84	66.80	55.70	-11.10	-16.62
		4/09/18	9/17/18	161	136.20	185.20	49.00	35.98
		4/20/20	4/27/20	7	229.80	232.70	2.90	1.26	8.08
Encompass Health		4/29/24	5/09/24	10	83.64	86.37	2.73	3.26	3.26
Straumann		5/09/16	5/23/16	14	36.75	37.28	0.52	1.43	1.43
ResMed		9/15/08	9/22/08	7	2.86	2.78	-0.08	-2.80
		1/26/15	2/23/15	28	8.38	8.38	0.00	0.00	-2.80
Cochlear		6/13/16	6/27/16	14	122.00	120.25	-1.75	-1.43
		4/01/24	4/08/24	7	337.52	326.03	-11.49	-3.40	-4.79
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Fisher & Paykel HC		8/05/13	8/12/13	7	3.71	3.60	-0.11	-2.96
		3/28/16	4/25/16	28	9.68	9.49	-0.19	-1.96	-4.87
Apollo Hospitals		10/25/10	11/01/10	7	51.23	52.26	1.03	2.01
		12/13/21	12/27/21	14	520.67	484.01	-36.66	-7.04	-5.17
Intuitive Surgical		1/02/06	2/20/06	49	12.87	10.15	-2.72	-21.13
		8/27/07	9/10/07	14	23.27	24.79	1.52	6.53
		10/08/07	10/15/07	7	28.53	27.86	-0.67	-2.35
		1/04/10	3/08/10	63	34.31	39.55	5.24	15.27	-5.43
Amplifon		6/01/09	6/08/09	7	2.76	2.74	-0.02	-0.73
		6/15/09	8/24/09	70	2.68	2.50	-0.18	-6.54
		12/07/09	1/04/10	28	3.07	3.03	-0.04	-1.22	-8.36
Uniphar		10/05/20	11/02/20	28	2.43	2.38	-0.05	-2.06
		12/27/21	1/10/22	14	4.82	4.49	-0.33	-6.85	-8.76
Terumo		4/25/16	5/09/16	14	10.94	10.44	-0.50	-4.57
		3/18/24	3/25/24	7	29.04	27.66	-1.38	-4.75	-9.11
Getinge		11/15/21	11/29/21	14	429.40	382.70	-46.70	-10.88	-10.88
ConvaTec		4/08/24	4/29/24	21	2.87	2.53	-0.34	-11.90	-11.90
Medigene		3/23/15	8/17/15	147	9.71	8.88	-0.83	-8.59
		11/14/16	11/28/16	14	9.10	8.94	-0.16	-1.77
		1/16/17	2/06/17	21	14.31	13.75	-0.56	-3.91
		2/13/17	2/20/17	7	13.52	12.80	-0.72	-5.33
		3/25/24	4/01/24	7	2.72	2.11	-0.61	-22.43	-36.63

Annotations

3/28/24	Sysmex	stock split 1:3 (three for one)
	Terumo	stock split 1:2 (two for one)
3/25/24	Orpea	reverse split 1,000:1 (one for one thousand)
4/20/22	Straumann	stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical	stock split 1:3 (three for one)
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
12/16/16	Medigene	return
6/13/16	Sartorius	stock split 1:4 (four for one)
1/25/16	HealthSouth	recording started


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