Share-o-matic - Assessment BAX (Bayrischer Aktienindex)

Assessment - Bayrischer Aktienindex - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	BAX	904.330	Fri	0.37	874.145	3.45	748.556	125.589	16.78	7.98
		Morphosys	67.000	Fri		66.900	0.15	31.350	35.550	113.40	109.29
	L	Traton	33.900	Fri	1.19	32.900	3.04	18.950	13.950	73.61	53.03
	L	Mutares	40.850	Fri	-2.85	43.300	-5.66	28.850	14.450	50.09	52.33
	L	Siemens Energy	24.280	Fri	4.21	20.040	21.16	9.386	10.654	113.51	44.35
	L	CTS Eventim	81.200	Fri	-2.99	84.000	-3.33	59.850	24.150	40.35	33.25
		Hensoldt	38.780	Fri	0.88	38.300	1.25	28.420	9.880	34.76	27.82
	L	Adidas	224.400	Fri	0.49	225.100	-0.31	172.000	53.100	30.87	25.65
	L	Rational	796.000	Fri	-1.00	811.500	-1.91	563.000	248.500	44.14	22.43
	L	Steico	37.800	Fri	-2.70	37.250	1.48	29.750	7.500	25.21	22.39
	L	Siemens	188.400	Fri	2.35	179.360	5.04	128.980	50.380	39.06	16.89
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	221.150	48.050	21.73	16.24
	L	Krones	130.800	Fri	-0.15	124.200	5.31	100.500	23.700	23.58	15.88
		Nemetschek	85.350	Fri	1.19	83.350	2.40	70.180	13.170	18.77	14.91
		KATEK	14.850	Fri	-1.00	15.000	-1.00	10.200	4.800	47.06	13.98
	L	WashTec	42.800	Fri	4.90	39.000	9.74	33.400	5.600	16.77	12.60
		Scout24	71.150	Fri	-0.56	70.650	0.71	58.980	11.670	19.79	11.95
	L	Cancom	29.060	Fri	-1.22	29.980	-3.07	24.300	5.680	23.37	10.88
		Münchener Rück	455.400	Fri	3.13	414.300	9.92	373.400	40.900	10.95	10.77
	L	MTU Aero Engines	233.400	Fri	-0.51	226.200	3.18	181.350	44.850	24.73	10.48
		Atoss	246.000	Fri	0.20	241.000	2.07	209.000	32.000	15.31	9.35
	L	Patrizia Immobilien	8.680	Fri	-0.69	8.780	-1.14	8.020	0.760	9.48	5.97
	L	Pro7-Sat1	7.195	Fri	2.06	7.000	2.79	5.426	1.574	29.01	5.57
	L	Stemmer Imaging	35.300	Fri	3.52	34.000	3.82	28.000	6.000	21.43	5.08
		Synlab	10.240	Fri	-0.78	10.480	-2.29	9.950	0.530	5.33	3.50
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		Siemens Healthineers	52.580	Fri	0.19	52.460	0.23	47.570	4.890	10.28	2.64
	L	Koenig & Bauer	12.240	Fri	1.83	13.380	-8.52	10.720	2.660	24.81	1.69
		BMW	101.600	Fri	-0.05	103.050	-1.41	92.830	10.220	11.01	1.56
	L	Adtran Networks	19.980	Fri	-0.10	19.960	0.10	19.980	-0.020	-0.10	0.01
		Schaeffler	6.420	Fri	0.63	5.635	13.93	5.020	0.615	12.25	-0.75
	L	SFC Energy	20.550	Fri	-0.24	19.880	3.37	19.020	0.860	4.52	-0.84
		Infineon	38.000	Fri	3.01	32.220	17.94	29.195	3.025	10.36	-4.13
	S	Siltronic	74.650	Fri	0.47	75.700	-1.39	85.200	-9.500	-11.15	-4.43
		Knaus Tabbert	46.200	Fri	-0.32	43.750	5.60	43.400	0.350	0.81	-6.04
		7C Solarparken	3.165	Fri	-1.71	3.180	-0.47	3.175	0.005	0.16	-7.19
	L	Puma	50.820	Fri	-3.20	45.430	11.86	55.360	-9.930	-17.94	-8.52
	L	Wacker Neuson	17.640	Fri	1.38	17.080	3.28	17.940	-0.860	-4.79	-9.37
		Medigene	1.440	Fri		1.470	-2.04	1.710	-0.240	-14.04	-12.67
	L	AUTO1	6.885	Fri	1.55	5.010	37.43	6.388	-1.378	-21.57	-12.70
	L	Wacker Chemie	100.850	Fri	0.20	102.400	-1.51	117.150	-14.750	-12.59	-12.74
	S	Dermapharm	35.000	Fri	-0.14	33.700	3.86	38.000	-4.300	-11.32	-16.13
	S	Vitesco Technologies	71.650	Fri	1.06	63.600	12.66	93.250	-29.650	-31.80	-16.46
	S	Sixt	79.450	Fri	0.44	77.850	2.06	85.500	-7.650	-8.95	-18.73
		Deutsche Pfandbrief	5.040	Fri	3.49	4.794	5.13	6.645	-1.851	-27.86	-18.87
		Umweltbank	6.580	Fri	-2.08	6.560	0.30	6.660	-0.100	-1.50	-21.40
	S	BayWa	23.550	Fri	-0.42	23.050	2.17	32.350	-9.300	-28.75	-26.23
BAX - 45 out of 45 instruments rated - 5/06/24 / 11/06/23 - 32 did rise, Market-Ratio(26) = 71.11 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

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

Transactions Bayrischer Aktienindex * 26 - 60/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/28/06	238		- cash -
short	8/28/06	11/13/06	77		KUKA	100	709	14.092	17.029	11.155	-2.937	-21	7,918	-67
long	11/13/06	11/26/07	378		Wirecard	100	1,581	5.008	8.328		3.320	66	13,167	63
short	11/26/07	4/27/09	518		Patrizia Immobilien	100	2,262	5.820	2.100	16.130	10.310	177	36,487	105
long	4/27/09	7/06/09	70		Steico	100	13,031	2.800	3.580		0.780	28	46,651	260
short	7/06/09	7/20/09	14		Grammer	100	8,885	5.250	5.360	5.140	-0.110	-2	45,674	-42
long	7/20/09	8/08/11	749		Infineon	100	15,969	2.860	5.452		2.592	91	87,066	37
short	8/08/11	2/06/12	182		Phoenix Solar	100	6,697	13.000	3.530	47.875	34.875	268	320,626	1,266
long	2/06/12	9/29/14	966		BMW	100	4,531	70.760	85.210		14.450	20	386,099	7
short	9/29/14	1/26/15	119		Phoenix Solar	100	184,471	2.093	1.920	2.282	0.189	9	420,890	30
long	1/26/15	8/24/15	210		Patrizia Immobilien	100	28,153	14.950	17.910		2.960	20	504,223	37
short	8/24/15	11/30/15	98		Grammer	100	25,452	19.810	28.390	11.230	-8.580	-43	285,845	-88
long	11/30/15	1/18/16	49		Adtran Networks	100	24,224	11.800	8.780		-3.020	-26	212,689	-89
short	1/18/16	2/22/16	35		Leoni	100	6,912	30.770	26.935	35.151	4.381	14	242,970	301
long	2/22/16	5/02/16	70		Phoenix Solar	100	55,727	4.360	4.260		-0.100	-2	237,397	-11
short	5/02/16	8/01/16	91		Leoni	100	7,584	31.300	32.625	29.975	-1.325	-4	227,349	-16
long	8/01/16	7/02/18	700		Adidas	100	1,527	148.800	183.550		34.750	23	280,412	12
short	7/02/18	4/15/19	287		Osram Licht	100	8,348	33.590	32.730	34.473	0.883	3	287,780	3
long	4/15/19	3/09/20	329		Adtran Networks	100	30,197	9.530	5.130		-4.400	-46	154,913	-50
short	3/09/20	9/07/20	182		Leoni	100	22,098	7.010	5.950	8.259	1.249	18	182,509	39
long	9/07/20	1/24/22	504		va-Q-tec	100	8,333	21.900	20.150		-1.750	-8	167,926	-6
short	1/24/22	1/16/23	357		Morphosys	100	6,598	25.450	16.550	39.136	13.686	54	258,227	55
long	1/16/23	8/28/23	224		va-Q-tec	100	10,267	25.150	25.900		0.750	3	265,927	5
short	8/28/23	2/26/24	182		Steico	100	8,834	30.100	26.600	34.061	3.961	13	300,914	28
long	2/26/24	5/10/24	74		Morphosys	100	4,622	65.100	67.000		1.900	3	309,696	15
accum	8/28/06	5/10/24	6467	days out of 6705 invested (96%)							2,997		309,696	21

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	8/08/11	2/06/12	182	13.00	3.53	47.88	34.88	268.27
	short	9/29/14	1/26/15	119	2.09	1.92	2.28	0.19	9.01
	long	2/22/16	5/02/16	70	4.36	4.26		-0.10	-2.29	292.25
Patrizia Immobilien	short	11/26/07	4/27/09	518	5.82	2.10	16.13	10.31	177.14
	long	1/26/15	8/24/15	210	14.95	17.91		2.96	19.80	232.01
Infineon	long	7/20/09	8/08/11	749	2.86	5.45		2.59	90.63	90.63
Wirecard	long	11/13/06	11/26/07	378	5.01	8.33		3.32	66.29	66.29
Morphosys	short	1/24/22	1/16/23	357	25.45	16.55	39.14	13.69	53.78
	long	2/26/24	5/10/24	74	65.10	67.00		1.90	2.92	58.26
Steico	long	4/27/09	7/06/09	70	2.80	3.58		0.78	27.86
	short	8/28/23	2/26/24	182	30.10	26.60	34.06	3.96	13.16	44.68
Leoni	short	1/18/16	2/22/16	35	30.77	26.94	35.15	4.38	14.24
	short	5/02/16	8/01/16	91	31.30	32.63	29.98	-1.33	-4.23
	short	3/09/20	9/07/20	182	7.01	5.95	8.26	1.25	17.81	28.89
Adidas	long	8/01/16	7/02/18	700	148.80	183.55		34.75	23.35	23.35
BMW	long	2/06/12	9/29/14	966	70.76	85.21		14.45	20.42	20.42
Osram Licht	short	7/02/18	4/15/19	287	33.59	32.73	34.47	0.88	2.63	2.63
va-Q-tec	long	9/07/20	1/24/22	504	21.90	20.15		-1.75	-7.99
	long	1/16/23	8/28/23	224	25.15	25.90		0.75	2.98	-5.25
KUKA	short	8/28/06	11/13/06	77	14.09	17.03	11.16	-2.94	-20.84	-20.84
Grammer	short	7/06/09	7/20/09	14	5.25	5.36	5.14	-0.11	-2.10
	short	8/24/15	11/30/15	98	19.81	28.39	11.23	-8.58	-43.31	-44.50
Adtran Networks	long	11/30/15	1/18/16	49	11.80	8.78		-3.02	-25.59
	long	4/15/19	3/09/20	329	9.53	5.13		-4.40	-46.17	-59.95

Annotations

6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
7/16/18	Cancom	stock split 1:2 (another one for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
3/20/17	BAX	GFK drops out (acquired by KKR)
12/16/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
3/10/16	WashTec	recording started (SDAX)
3/09/16	Pro7-Sat1	moves from MDAX to DAX
2/08/16	BayX40	complete analysis
12/21/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
9/04/15	Deutsche Pfandbrief	recording started (MDAX)
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/21/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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