Share-o-matic - Assessment GCX (GCX Global Challenges)

Assessment - GCX Global Challenges - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		GCX PR	2,964.620	Fri	0.27	2,915.260	1.69	2,732.230	183.030	6.70	EUR	0.55
	L	Interface	15.910	Thu	-0.25	16.430	-3.16	9.500	6.930	72.95	USD	57.40
	L	Rockwool	2,576.000	Wed	-0.08	2,578.000	-0.08	1,599.500	978.500	61.18	DKK	40.73
	L	Smurfit Kappa	43.750	Fri	-0.02	43.700	0.11	31.930	11.770	36.86	EUR	24.99
		MillerKnoll	27.410	Thu	1.90	26.810	2.24	24.570	2.240	9.12	USD	24.86
		Steelcase	13.150	Thu	2.65	12.570	4.61	11.160	1.410	12.63	USD	24.42
	L	Nordex	14.360	Fri	0.84	13.490	6.45	10.525	2.965	28.17	EUR	23.22
		Benesse	2,591.000	Fri		2,589.000	0.08	1,779.500	809.500	45.49	JPY	20.85
	L	First Solar	193.610	Thu	1.52	193.810	-0.10	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
		ConvaTec	262.000	Fri	0.08	258.800	1.24	208.600	50.200	24.07	GBP	13.09
	L	Ricoh	1,297.500	Fri	-0.76	1,356.500	-4.35	1,255.500	101.000	8.04	JPY	11.10
	L	Henkel	82.280	Fri	-0.29	79.500	3.50	67.800	11.700	17.26	EUR	10.99
		Hannover Rück	237.300	Fri	1.67	232.800	1.93	205.000	27.800	13.56	EUR	10.12
	L	Hannon Armstrong SIC	32.570	Thu	6.96	26.060	24.98	20.350	5.710	28.06	USD	10.09
		FirstGroup	169.900	Fri	1.07	168.000	1.13	160.000	8.000	5.00	GBP	9.62
	L	Scatec	79.250	Fri	-0.31	76.750	3.26	66.200	10.550	15.94	NOK	9.21
		Pearson	997.600	Fri	-0.24	987.400	1.03	954.000	33.400	3.50	GBP	8.66
	L	Konica Minolta	541.800	Fri	3.08	512.300	5.76	460.400	51.900	11.27	JPY	8.56
		Union Pacific	247.400	Fri	0.32	239.210	3.42	213.100	26.110	12.25	USD	7.44
		Cdn Nat Railway	174.060	Thu	0.68	172.480	0.92	151.470	21.010	13.87	CAD	7.29
		Sonova	270.300	Fri	1.31	262.800	2.85	225.700	37.100	16.44	CHF	6.40
		Geberit	550.600	Fri	0.18	515.200	6.87	460.900	54.300	11.78	CHF	6.36
		Coloplast	845.200	Wed	0.33	872.600	-3.14	755.200	117.400	15.55	DKK	6.35
		Swiss Re	106.050	Fri	2.46	101.550	4.43	99.100	2.450	2.47	CHF	5.73
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		Drägerwerk	49.100	Fri	1.55	50.200	-2.19	50.600	-0.400	-0.79	EUR	5.44
	L	United Utilities	1,094.500	Fri	-0.68	1,073.000	2.00	1,067.000	6.000	0.56	GBP	5.23
		bioMérieux	99.300	Fri	0.05	99.400	-0.10	92.700	6.700	7.23	EUR	2.99
		Siemens Healthineers	52.580	Fri	0.19	52.460	0.23	47.570	4.890	10.28	EUR	2.64
	L	California Water	52.680	Thu	2.61	50.740	3.82	51.570	-0.830	-1.61	USD	2.10
		Gecina	100.000	Fri	-0.30	99.100	0.91	96.450	2.650	2.75	EUR	1.73
		CSX	34.500	Thu	0.82	33.680	2.43	30.380	3.300	10.86	USD	1.52
		Pennon Group	713.500	Fri	-0.97	698.500	2.15	741.000	-42.500	-5.74	GBP	0.56
	S	Medtronic	82.840	Fri	0.10	81.760	1.32	73.420	8.340	11.36	USD	-0.66
	L	Ørsted	431.100	Wed	-0.44	413.600	4.23	279.900	133.700	47.77	DKK	-0.68
	S	Fabege	89.200	Fri	-1.33	87.950	1.42	89.500	-1.550	-1.73	SEK	-0.98
		Severn Trent	2,587.000	Fri	-0.73	2,517.000	2.78	2,652.000	-135.000	-5.09	GBP	-1.23
	S	Signify	27.180	Fri		25.920	4.86	25.660	0.260	1.01	EUR	-2.47
		BillerudKorsnäs	93.700	Fri	1.57	90.950	3.02	103.600	-12.650	-12.21	SEK	-2.51
	L	Aurubis	71.300	Fri	1.78	69.050	3.26	78.380	-9.330	-11.90	EUR	-4.17
	L	Ormat Technologies	68.930	Thu	0.64	67.640	1.91	64.630	3.010	4.66	USD	-5.32
	S	Dassault Systèmes	38.160	Fri	0.21	37.140	2.75	39.920	-2.780	-6.96	EUR	-6.97
	S	Smith and Nephew	1,004.500	Fri	0.30	996.800	0.77	983.600	13.200	1.34	GBP	-7.43
		Befesa	29.420	Fri		29.080	1.17	27.100	1.980	7.31	EUR	-9.54
	S	STMicroelectronics	37.655	Fri	0.15	37.225	1.16	38.095	-0.870	-2.28	EUR	-10.74
	S	Xerox	13.610	Thu	1.11	13.480	0.96	13.700	-0.220	-1.61	USD	-13.85
		EDP Renováveis	14.610	Fri	1.81	13.310	9.77	16.315	-3.005	-18.42	EUR	-15.73
	L	Lenzing	34.750	Fri	-1.56	30.600	13.56	38.200	-7.600	-19.90	EUR	-17.65
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	USD	-17.74
		Solaria Energía	11.160	Fri	1.45	10.320	8.14	15.045	-4.725	-31.41	EUR	-22.67
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	SunPower	2.370	Thu	7.73	2.360	0.42	4.290	-1.930	-44.99	USD	-49.35
GCX - 50 out of 50 instruments rated - 5/06/24 / 11/06/23 - 35 did rise, Market-Ratio(26) = 70.00 %

Technical Chart

	GCX RS = 26 - B/S = 60/40

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

Transactions GCX Global Challenges * 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		11/12/07	679		- cash -
short	11/12/07	4/27/09	532		Kingfisher	100	5,733	GBP	1.744	1.810	1.678	-0.066	-4	9,622	-3
long	4/27/09	7/05/10	434		Kingfisher	100	5,315	GBP	1.810	2.103		0.293	16	11,179	13
short	7/05/10	7/26/10	21		REC Silicon	100	85	NOK	131.100	167.900	94.300	-36.800	-28	8,051	-100
long	7/26/10	8/30/10	35		Dassault Systèmes	100	1,542	EUR	5.221	4.737		-0.484	-9	7,305	-64
short	8/30/10	11/08/10	70		Siemens Gamesa	100	1,375	EUR	5.311	5.344	5.278	-0.033	-1	7,259	-3
long	11/08/10	7/18/11	252		Hain Celestial	100	547	USD	13.270	16.585		3.315	25	9,073	38
short	7/18/11	2/06/12	203		REC Silicon	100	124	NOK	72.600	44.500	118.444	45.844	63	14,757	141
long	2/06/12	7/23/12	168		Hain Celestial	100	704	USD	20.950	26.570		5.620	27	18,714	68
short	7/23/12	11/05/12	105		Siemens Gamesa	100	16,678	EUR	1.122	1.660	0.584	-0.538	-48	9,741	-90
long	11/05/12	8/24/15	1022		Coloplast	100	38	DKK	254.600	431.700		177.100	70	16,471	21
short	8/24/15	12/28/15	126		REC Silicon	100	1,411	NOK	11.670	18.690	4.650	-7.020	-60	6,565	-93
long	12/28/15	1/18/16	21		Energy Recovery	100	924	USD	7.100	6.370		-0.730	-10	5,891	-85
short	1/18/16	3/14/16	56		Hain Celestial	100	163	USD	35.960	40.750	31.170	-4.790	-13	5,110	-61
long	3/14/16	5/02/16	49		Energy Recovery	100	557	USD	9.170	12.300		3.130	34	6,854	791
short	5/02/16	7/18/16	77		Konica Minolta	100	751	JPY	9.120	7.970	10.436	1.316	14	7,842	89
long	7/18/16	3/26/18	616		AMD	100	1,423	USD	5.510	10.440		4.930	89	14,857	46
short	3/26/18	4/08/19	378		Umweltbank	100	1,919	EUR	7.740	9.560	5.920	-1.820	-24	11,365	-23
long	4/08/19	8/26/19	140		Nordex	100	746	EUR	15.220	9.135		-6.085	-40	6,825	-74
short	8/26/19	11/11/19	77		Interface	100	625	USD	10.910	16.940	4.880	-6.030	-55	3,056	-98
long	11/11/19	3/09/20	119		STMicroelectronics	100	141	EUR	21.620	21.030		-0.590	-3	2,973	-8
short	3/09/20	9/07/20	182		Renault	100	151	EUR	19.660	25.160	14.160	-5.500	-28	2,143	-48
long	9/07/20	1/10/22	490		AMD	100	26	USD	82.010	132.000		49.990	61	3,443	43
short	1/10/22	3/27/23	441		Scatec	100	25	NOK	137.000	63.420	295.948	158.948	116	7,416	89
long	3/27/23	7/10/23	105		First Solar	100	35	USD	210.140	190.820		-19.320	-9	6,740	-28
short	7/10/23	12/25/23	168		SunPower	100	720	USD	9.350	4.460	19.602	10.252	110	14,121	399
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/25/23	5/09/24	136		Steelcase	100	1,015	USD	13.900	13.150		-0.750	-5	13,360	-14
accum	11/12/07	5/09/24	6025	days out of 6704 invested (90%)								34		13,360	2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AMD	long	7/18/16	3/26/18	616	5.51	10.44		4.93	89.47
	long	9/07/20	1/10/22	490	82.01	132.00		49.99	60.96	204.97
Scatec	short	1/10/22	3/27/23	441	137.00	63.42	295.95	158.95	116.02	116.02
SunPower	short	7/10/23	12/25/23	168	9.35	4.46	19.60	10.25	109.64	109.64
Coloplast	long	11/05/12	8/24/15	1022	254.60	431.70		177.10	69.56	69.56
Hain Celestial	long	11/08/10	7/18/11	252	13.27	16.59		3.32	24.98
	long	2/06/12	7/23/12	168	20.95	26.57		5.62	26.83
	short	1/18/16	3/14/16	56	35.96	40.75	31.17	-4.79	-13.32	37.39
Energy Recovery	long	12/28/15	1/18/16	21	7.10	6.37		-0.73	-10.28
	long	3/14/16	5/02/16	49	9.17	12.30		3.13	34.13	20.34
Konica Minolta	short	5/02/16	7/18/16	77	9.12	7.97	10.44	1.32	14.43	14.43
Kingfisher	short	11/12/07	4/27/09	532	1.74	1.81	1.68	-0.07	-3.78
	long	4/27/09	7/05/10	434	1.81	2.10		0.29	16.19	11.79
STMicroelectronics	long	11/11/19	3/09/20	119	21.62	21.03		-0.59	-2.73	-2.73
Steelcase	long	12/25/23	5/09/24	136	13.90	13.15		-0.75	-5.40	-5.40
First Solar	long	3/27/23	7/10/23	105	210.14	190.82		-19.32	-9.19	-9.19
Dassault Systèmes	long	7/26/10	8/30/10	35	5.22	4.74		-0.48	-9.27	-9.27
Umweltbank	short	3/26/18	4/08/19	378	7.74	9.56	5.92	-1.82	-23.51	-23.51
Renault	short	3/09/20	9/07/20	182	19.66	25.16	14.16	-5.50	-27.98	-27.98
Nordex	long	4/08/19	8/26/19	140	15.22	9.14		-6.09	-39.98	-39.98
Siemens Gamesa	short	8/30/10	11/08/10	70	5.31	5.34	5.28	-0.03	-0.62
	short	7/23/12	11/05/12	105	1.12	1.66	0.58	-0.54	-47.95	-48.27
REC Silicon	short	7/05/10	7/26/10	21	131.10	167.90	94.30	-36.80	-28.07
	short	7/18/11	2/06/12	203	72.60	44.50	118.44	45.84	63.15
	short	8/24/15	12/28/15	126	11.67	18.69	4.65	-7.02	-60.15	-53.24
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Interface	short	8/26/19	11/11/19	77	10.91	16.94	4.88	-6.03	-55.27	-55.27

Annotations

2/29/24	GCX	Component update: CWT, Convatec, Medtronic, Siemens Healthineers, Smurfit Kappa and Solaria Energia replace AMD, Atlas Copco, Autodesk, Berkeley, Kingfisher and SKF
7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
9/20/17	bioMérieux	stock split 1:3 (three for one)
6/15/17	Xerox	reverse stock split 4:1 (one for four)
2/21/17	GCX	machine learning processed for all techniques
3/18/16	GCX	Sonova replaces Accenture
9/04/15	GCX	Swiss Re replaces BWT
8/18/15	GCX	complete analysis
7/01/15	Scatec Solar	monitoring started
3/10/15	GCX	Accenture and Autodesk replace Interface and J Sainsbury


	is taking down something concerning