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

Assessment - GCX Global Challenges - 5/06/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ23	Curr	∅-RS
		GCX PR	2,964.620	Fri	0.27	2,915.260	1.69	2,879.410	35.850	1.25	EUR	0.55
	L	Interface	16.220	Fri	1.95	16.430	-1.28	9.990	6.440	64.46	USD	57.40
	L	Rockwool	2,576.000	Wed	-0.08	2,578.000	-0.08	1,734.000	844.000	48.67	DKK	40.73
	L	Smurfit Kappa	43.750	Fri	-0.02	43.700	0.11	31.330	12.370	39.48	EUR	24.99
		MillerKnoll	27.330	Fri	-0.29	26.810	1.94	25.640	1.170	4.56	USD	24.86
		Steelcase	13.150	Fri		12.570	4.61	12.050	0.520	4.32	USD	24.42
	L	Nordex	14.360	Fri	0.84	13.490	6.45	10.000	3.490	34.90	EUR	23.22
		Benesse	2,591.000	Fri		2,589.000	0.08	2,601.500	-12.500	-0.48	JPY	20.85
	L	First Solar	191.050	Fri	-1.32	193.810	-1.42	154.650	39.160	25.32	USD	15.20
	L	Kurita Water	6,748.000	Fri	8.14	6,277.000	7.50	5,248.000	1,029.000	19.61	JPY	13.96
		ConvaTec	262.000	Fri	0.08	258.800	1.24	227.400	31.400	13.81	GBP	13.09
	L	Ricoh	1,297.500	Fri	-0.76	1,356.500	-4.35	1,170.500	186.000	15.89	JPY	11.10
	L	Henkel	82.280	Fri	-0.29	79.500	3.50	70.900	8.600	12.13	EUR	10.99
		Hannover Rück	237.300	Fri	1.67	232.800	1.93	219.200	13.600	6.20	EUR	10.12
	L	Hannon Armstrong SIC	32.080	Fri	-1.50	26.060	23.10	23.340	2.720	11.65	USD	10.09
		FirstGroup	169.900	Fri	1.07	168.000	1.13	162.300	5.700	3.51	GBP	9.62
	L	Scatec	79.250	Fri	-0.31	76.750	3.26	69.150	7.600	10.99	NOK	9.21
		Pearson	997.600	Fri	-0.24	987.400	1.03	969.600	17.800	1.84	GBP	8.66
	L	Konica Minolta	541.800	Fri	3.08	512.300	5.76	469.600	42.700	9.09	JPY	8.56
		Union Pacific	247.400	Fri	0.32	239.210	3.42	219.850	19.360	8.81	USD	7.44
		Cdn Nat Railway	174.210	Fri	0.09	172.480	1.00	152.480	20.000	13.12	CAD	7.29
		Sonova	270.300	Fri	1.31	262.800	2.85	253.500	9.300	3.67	CHF	6.40
		Geberit	550.600	Fri	0.18	515.200	6.87	479.000	36.200	7.56	CHF	6.36
		Coloplast	845.200	Wed	0.33	872.600	-3.14	804.400	68.200	8.48	DKK	6.35
		Swiss Re	106.050	Fri	2.46	101.550	4.43	103.050	-1.500	-1.46	CHF	5.73
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ23	Curr	∅-RS
		Drägerwerk	49.100	Fri	1.55	50.200	-2.19	51.000	-0.800	-1.57	EUR	5.44
	L	United Utilities	1,094.500	Fri	-0.68	1,073.000	2.00	1,107.500	-34.500	-3.12	GBP	5.23
		bioMérieux	99.300	Fri	0.05	99.400	-0.10	98.660	0.740	0.75	EUR	2.99
		Siemens Healthineers	52.580	Fri	0.19	52.460	0.23	51.200	1.260	2.46	EUR	2.64
	L	California Water	53.150	Fri	0.89	50.740	4.75	50.930	-0.190	-0.37	USD	2.10
		Gecina	100.000	Fri	-0.30	99.100	0.91	101.200	-2.100	-2.08	EUR	1.73
		CSX	34.380	Fri	-0.35	33.680	2.08	31.940	1.740	5.45	USD	1.52
		Pennon Group	713.500	Fri	-0.97	698.500	2.15	756.500	-58.000	-7.67	GBP	0.56
	S	Medtronic	82.840	Fri	0.10	81.760	1.32	79.000	2.760	3.49	USD	-0.66
	L	Ørsted	431.100	Wed	-0.44	413.600	4.23	311.400	102.200	32.82	DKK	-0.68
	S	Fabege	89.200	Fri	-1.33	87.950	1.42	96.860	-8.910	-9.20	SEK	-0.98
		Severn Trent	2,587.000	Fri	-0.73	2,517.000	2.78	2,705.000	-188.000	-6.95	GBP	-1.23
	S	Signify	27.180	Fri		25.920	4.86	27.070	-1.150	-4.25	EUR	-2.47
		BillerudKorsnäs	93.700	Fri	1.57	90.950	3.02	99.500	-8.550	-8.59	SEK	-2.51
	L	Aurubis	71.300	Fri	1.78	69.050	3.26	76.840	-7.790	-10.14	EUR	-4.17
	L	Ormat Technologies	70.290	Fri	1.97	67.640	3.92	65.500	2.140	3.27	USD	-5.32
	S	Dassault Systèmes	38.160	Fri	0.21	37.140	2.75	42.640	-5.500	-12.90	EUR	-6.97
	S	Smith and Nephew	1,004.500	Fri	0.30	996.800	0.77	1,021.500	-24.700	-2.42	GBP	-7.43
		Befesa	29.420	Fri		29.080	1.17	31.620	-2.540	-8.03	EUR	-9.54
	S	STMicroelectronics	37.655	Fri	0.15	37.225	1.16	41.620	-4.395	-10.56	EUR	-10.74
	S	Xerox	13.540	Fri	-0.51	13.480	0.45	13.710	-0.230	-1.68	USD	-13.85
		EDP Renováveis	14.610	Fri	1.81	13.310	9.77	15.855	-2.545	-16.05	EUR	-15.73
	L	Lenzing	34.750	Fri	-1.56	30.600	13.56	34.500	-3.900	-11.30	EUR	-17.65
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	44.080	-13.110	-29.74	USD	-17.74
		Solaria Energía	11.160	Fri	1.45	10.320	8.14	16.720	-6.400	-38.28	EUR	-22.67
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ23	Curr	∅-RS
	L	SunPower	2.300	Fri	-2.95	2.360	-2.54	4.020	-1.660	-41.29	USD	-49.35
GCX - 50 out of 50 instruments rated - 5/06/24 / 11/27/23 - 28 did rise, Market-Ratio(23) = 56.00 %

Technical Chart

	GCX RS = 23 - B/S = 54/54

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

Transactions GCX Global Challenges * L23 - 54 ex 11 (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	6/12/06	161		Nordex	100	1,945	EUR	5.140	11.370	6.230	121	22,117	505
6/12/06		10/09/06	119		- cash -
	10/09/06	7/30/07	294		Nordex	100	2,034	EUR	10.870	30.590	19.720	181	62,228	261
7/30/07		8/13/07	14		- cash -
	8/13/07	8/20/07	7		SunPower	100	867	USD	71.760	65.550	-6.210	-9	56,844	-99
8/20/07		9/03/07	14		- cash -
	9/03/07	9/10/07	7		Nordex	100	1,677	EUR	33.890	31.900	-1.990	-6	53,507	-96
9/10/07		8/11/08	336		- cash -
	8/11/08	9/01/08	21		First Solar	100	201	USD	264.920	236.010	-28.910	-11	47,696	-87
9/01/08		5/04/09	245		- cash -
	5/04/09	6/15/09	42		BillerudKorsnäs	100	1,917	SEK	24.879	21.805	-3.074	-12	41,802	-68
6/15/09		6/22/09	7		- cash -
	6/22/09	6/07/10	350		Smurfit Kappa	100	11,267	EUR	3.710	6.550	2.840	77	73,801	81
6/07/10		6/14/10	7		- cash -
	6/14/10	7/05/10	21		Drägerwerk	100	1,381	EUR	53.410	47.130	-6.280	-12	65,128	-89
7/05/10		7/12/10	7		- cash -
	7/12/10	8/02/10	21		Drägerwerk	100	1,403	EUR	46.400	53.890	7.490	16	75,636	1,248
8/02/10		10/18/10	77		- cash -
	10/18/10	11/29/10	42		Fabege	100	2,124	SEK	35.600	32.250	-3.350	-9	68,521	-58
11/29/10		12/06/10	7		- cash -
	12/06/10	6/06/11	182		Lenzing	100	1,081	EUR	63.384	100.150	36.766	58	108,265	150
6/06/11		7/04/11	28		- cash -
	7/04/11	7/18/11	14		Lenzing	100	1,191	EUR	90.900	85.000	-5.900	-6	101,238	-83
7/18/11		1/16/12	182		- cash -
	1/16/12	4/09/12	84		Intel	100	4,043	USD	25.040	27.760	2.720	11	112,235	57
4/09/12		4/16/12	7		- cash -
	4/16/12	6/04/12	49		Henkel	100	2,013	EUR	55.730	49.245	-6.485	-12	99,181	-60
6/04/12		6/18/12	14		- cash -
	6/18/12	6/25/12	7		Coloplast	100	474	DKK	209.000	207.000	-2.000	-1	98,233	-39
6/25/12		7/02/12	7		- cash -
	7/02/12	7/09/12	7		Coloplast	100	452	DKK	217.000	218.000	1.000	0	98,685	27
7/09/12		8/13/12	35		- cash -
	8/13/12	8/20/12	7		Coloplast	100	421	DKK	234.400	232.200	-2.200	-1	97,759	-39
8/20/12		9/10/12	21		- cash -
	9/10/12	9/02/13	357		Smurfit Kappa	100	13,615	EUR	7.180	15.740	8.560	119	214,303	123
9/02/13		9/09/13	7		- cash -
	9/09/13	4/14/14	217		SunPower	100	9,000	USD	23.810	26.530	2.720	11	238,783	20
	4/14/14	7/07/14	84		Solaria Energía	100	195,723	EUR	1.220	0.975	-0.245	-20	190,831	-62
	7/07/14	9/01/14	56		Nordex	100	12,017	EUR	15.880	13.810	-2.070	-13	165,956	-60
	9/01/14	10/13/14	42		Intel	100	4,800	USD	34.570	31.470	-3.100	-9	151,076	-56
10/13/14		10/27/14	14		- cash -
	10/27/14	1/12/15	77		Union Pacific	100	1,316	USD	114.790	113.970	-0.820	-1	149,997	-3
	1/12/15	1/26/15	14		Intel	100	4,098	USD	36.600	35.805	-0.795	-2	146,739	-44
	1/26/15	7/27/15	182		Smurfit Kappa	100	6,597	EUR	22.240	26.700	4.460	20	176,161	44
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
7/27/15		11/23/15	119		- cash -
	11/23/15	11/30/15	7		Nordex	100	5,807	EUR	30.335	31.800	1.465	5	184,669	1,070
11/30/15		12/07/15	7		- cash -
	12/07/15	12/14/15	7		Nordex	100	5,664	EUR	32.600	31.200	-1.400	-4	176,739	-90
12/14/15		2/01/16	49		- cash -
	2/01/16	2/08/16	7		First Solar	100	2,556	USD	69.130	64.180	-4.950	-7	164,087	-98
2/08/16		2/29/16	21		- cash -
	2/29/16	3/14/16	14		First Solar	100	2,283	USD	71.870	70.890	-0.980	-1	161,849	-30
3/14/16		7/04/16	112		- cash -
	7/04/16	11/14/16	133		California Water	100	4,566	USD	35.440	33.050	-2.390	-7	150,937	-17
11/14/16		11/21/16	7		- cash -
	11/21/16	1/16/17	56		STMicroelectronics	100	16,808	EUR	8.980	10.780	1.800	20	181,191	229
1/16/17		2/20/17	35		- cash -
	2/20/17	11/13/17	266		STMicroelectronics	100	13,337	EUR	13.585	20.375	6.790	50	271,749	74
11/13/17		11/20/17	7		- cash -
	11/20/17	11/27/17	7		First Solar	100	4,450	USD	61.060	61.650	0.590	1	274,375	65
11/27/17		12/11/17	14		- cash -
	12/11/17	3/05/18	84		First Solar	100	3,916	USD	70.050	66.050	-4.000	-6	258,711	-23
3/05/18		4/23/18	49		- cash -
	4/23/18	5/28/18	35		Solaria Energía	100	74,449	EUR	3.475	4.050	0.575	17	301,519	394
5/28/18		6/18/18	21		- cash -
	6/18/18	6/25/18	7		Solaria Energía	100	48,320	EUR	6.240	6.370	0.130	2	307,801	193
6/25/18		7/16/18	21		- cash -
	7/16/18	10/08/18	84		Solaria Energía	100	51,557	EUR	5.970	5.700	-0.270	-5	293,880	-18
10/08/18		3/25/19	168		- cash -
	3/25/19	7/29/19	126		Nordex	100	23,342	EUR	12.590	11.480	-1.110	-9	267,971	-23
	7/29/19	8/05/19	7		SunPower	100	24,904	USD	10.760	13.440	2.680	25	334,713	> 999,999
8/05/19		8/19/19	14		- cash -
	8/19/19	8/26/19	7		SunPower	100	25,299	USD	13.230	13.150	-0.080	-1	332,689	-27
8/26/19		9/02/19	7		- cash -
	9/02/19	11/04/19	63		SunPower	100	26,572	USD	12.520	8.300	-4.220	-34	220,556	-91
	11/04/19	3/09/20	126		Solaria Energía	100	31,042	EUR	7.105	8.150	1.045	15	252,994	49
3/09/20		8/17/20	161		- cash -
	8/17/20	3/08/21	203		Solaria Energía	100	17,352	EUR	14.580	17.450	2.870	20	302,795	38
	3/08/21	7/19/21	133		SunPower	100	10,408	USD	29.090	23.340	-5.750	-20	242,949	-45
	7/19/21	9/20/21	63		Sonova	100	706	CHF	343.900	374.900	31.000	9	264,835	65
9/20/21		10/25/21	35		- cash -
	10/25/21	12/13/21	49		Sonova	100	697	CHF	379.700	343.100	-36.600	-10	239,324	-53
12/13/21		12/27/21	14		- cash -
	12/27/21	1/03/22	7		Dassault Systèmes	100	4,507	EUR	53.100	50.820	-2.280	-4	229,049	-90
1/03/22		8/15/22	224		- cash -
	8/15/22	8/22/22	7		First Solar	100	1,937	USD	118.220	114.480	-3.740	-3	221,804	-81
8/22/22		12/12/22	112		- cash -
	12/12/22	12/19/22	7		First Solar	100	1,475	USD	150.280	156.770	6.490	4	231,377	807
12/19/22		2/13/23	56		- cash -
	2/13/23	2/20/23	7		First Solar	100	1,383	USD	167.260	164.280	-2.980	-2	227,256	-61
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
2/20/23		2/27/23	7		- cash -
	2/27/23	4/24/23	56		First Solar	100	1,368	USD	166.110	209.900	43.790	26	287,160	360
4/24/23		12/04/23	224		- cash -
	12/04/23	5/10/24	158		Steelcase	100	23,083	USD	12.440	13.150	0.710	6	303,549	14
accum	1/02/06	5/10/24	4073	days out of 6705 invested (61%)							2,935		303,549	36

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Nordex	long	1/02/06	6/12/06	161	5.14	11.37	6.23	121.21
		10/09/06	7/30/07	294	10.87	30.59	19.72	181.42
		9/03/07	9/10/07	7	33.89	31.90	-1.99	-5.87
		7/07/14	9/01/14	56	15.88	13.81	-2.07	-13.04
		11/23/15	11/30/15	7	30.34	31.80	1.47	4.83
		12/07/15	12/14/15	7	32.60	31.20	-1.40	-4.29
		3/25/19	7/29/19	126	12.59	11.48	-1.11	-8.82	366.17
Smurfit Kappa		6/22/09	6/07/10	350	3.71	6.55	2.84	76.55
		9/10/12	9/02/13	357	7.18	15.74	8.56	119.22
		1/26/15	7/27/15	182	22.24	26.70	4.46	20.05	364.65
STMicroelectronics		11/21/16	1/16/17	56	8.98	10.78	1.80	20.04
		2/20/17	11/13/17	266	13.59	20.38	6.79	49.98	80.04
Lenzing		12/06/10	6/06/11	182	63.38	100.15	36.77	58.01
		7/04/11	7/18/11	14	90.90	85.00	-5.90	-6.49	47.75
Solaria Energía		4/14/14	7/07/14	84	1.22	0.98	-0.25	-20.08
		4/23/18	5/28/18	35	3.48	4.05	0.58	16.55
		6/18/18	6/25/18	7	6.24	6.37	0.13	2.08
		7/16/18	10/08/18	84	5.97	5.70	-0.27	-4.52
		11/04/19	3/09/20	126	7.11	8.15	1.05	14.71
		8/17/20	3/08/21	203	14.58	17.45	2.87	19.68	24.63
Steelcase		12/04/23	5/10/24	158	12.44	13.15	0.71	5.71	5.71
Drägerwerk		6/14/10	7/05/10	21	53.41	47.13	-6.28	-11.76
		7/12/10	8/02/10	21	46.40	53.89	7.49	16.14	2.49
Union Pacific		10/27/14	1/12/15	77	114.79	113.97	-0.82	-0.71	-0.71
Intel		1/16/12	4/09/12	84	25.04	27.76	2.72	10.86
		9/01/14	10/13/14	42	34.57	31.47	-3.10	-8.97
		1/12/15	1/26/15	14	36.60	35.81	-0.80	-2.17	-1.27
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Coloplast		6/18/12	6/25/12	7	209.00	207.00	-2.00	-0.96
		7/02/12	7/09/12	7	217.00	218.00	1.00	0.46
		8/13/12	8/20/12	7	234.40	232.20	-2.20	-0.94	-1.43
Sonova		7/19/21	9/20/21	63	343.90	374.90	31.00	9.01
		10/25/21	12/13/21	49	379.70	343.10	-36.60	-9.64	-1.49
First Solar		8/11/08	9/01/08	21	264.92	236.01	-28.91	-10.91
		2/01/16	2/08/16	7	69.13	64.18	-4.95	-7.16
		2/29/16	3/14/16	14	71.87	70.89	-0.98	-1.36
		11/20/17	11/27/17	7	61.06	61.65	0.59	0.97
		12/11/17	3/05/18	84	70.05	66.05	-4.00	-5.71
		8/15/22	8/22/22	7	118.22	114.48	-3.74	-3.16
		12/12/22	12/19/22	7	150.28	156.77	6.49	4.32
		2/13/23	2/20/23	7	167.26	164.28	-2.98	-1.78
		2/27/23	4/24/23	56	166.11	209.90	43.79	26.36	-2.63
Dassault Systèmes		12/27/21	1/03/22	7	53.10	50.82	-2.28	-4.29	-4.29
California Water		7/04/16	11/14/16	133	35.44	33.05	-2.39	-6.74	-6.74
Fabege		10/18/10	11/29/10	42	35.60	32.25	-3.35	-9.41	-9.41
Henkel		4/16/12	6/04/12	49	55.73	49.25	-6.49	-11.64	-11.64
BillerudKorsnäs		5/04/09	6/15/09	42	24.88	21.80	-3.07	-12.36	-12.36
SunPower		8/13/07	8/20/07	7	71.76	65.55	-6.21	-8.65
		9/09/13	4/14/14	217	23.81	26.53	2.72	11.42
		7/29/19	8/05/19	7	10.76	13.44	2.68	24.91
		8/19/19	8/26/19	7	13.23	13.15	-0.08	-0.60
		9/02/19	11/04/19	63	12.52	8.30	-4.22	-33.71
		3/08/21	7/19/21	133	29.09	23.34	-5.75	-19.77	-32.79

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


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