Share-o-matic - Performance

Assessment - Photon Photovoltaik-Aktienindex - 5/06/24 - RS = 24

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ24	Curr	∅-RS
		SOM Price Index	2,796.530	15:39	0.79	2,838.030	-1.46	3,292.410	-454.380	-13.80	USD	-19.00
	L	Encavis	16.990	15:35	0.24	16.910	0.47	13.710	3.200	23.34	EUR	20.29
	L	First Solar	190.720	Wed	-2.03	193.810	-1.59	159.290	34.520	21.67	USD	15.20
		Sino-American Sili	194.000	05:30	0.52	197.000	-1.52	175.000	22.000	12.57	TWD	12.17
		Nextracker	43.730	Wed	-4.98	46.890	-6.74	39.160	7.730	19.74	USD	10.51
	L	Neoen	30.580	15:39	1.06	29.880	2.34	26.820	3.060	11.41	EUR	10.46
	L	Scatec	79.500	Wed	2.98	76.750	3.58	68.000	8.750	12.87	NOK	9.21
	L	Flat Glass	18.780	08:08	4.45	18.520	1.40	14.520	4.000	27.55	HKD	7.49
		Grenergy Renovables	28.750	15:35	1.23	27.900	3.05	26.940	0.960	3.56	EUR	6.85
		ReNew Energy Global	6.020	Wed	-0.82	6.360	-5.35	6.440	-0.080	-1.24	USD	6.22
	L	Xinyi Solar	5.860	08:08	5.78	5.760	1.74	5.240	0.520	9.92	HKD	2.95
		Enlight Renewable	6,754.000	14:24	1.06	6,425.000	5.12	5,720.000	705.000	12.33	ILS	1.96
	L	GCL Poly Energy	1.320	08:08	5.60	1.260	4.76	1.200	0.060	5.00	HKD	-2.55
		West Holdings	2,859.000	06:15	-1.75	2,843.000	0.56	3,260.000	-417.000	-12.79	JPY	-2.56
	L	Enphase Energy	112.360	Wed	-2.24	115.080	-2.36	98.500	16.580	16.83	USD	-6.11
		Sunrun	11.510	Wed	-2.29	11.990	-4.00	11.910	0.080	0.67	USD	-12.55
	L	Voltalia	8.710	15:36	2.96	8.340	4.44	9.300	-0.960	-10.32	EUR	-15.57
	S	Altus Power	4.480	Wed	-0.44	4.420	1.36	5.290	-0.870	-16.45	USD	-18.25
		JinkoSolar	25.410	Wed	-2.38	25.710	-1.17	34.950	-9.240	-26.44	USD	-18.81
	L	Array Tech	12.510	Wed	-6.57	13.740	-8.95	15.810	-2.070	-13.09	USD	-19.06
	L	United Renewable	11.400	05:30	-0.87	11.750	-2.98	14.700	-2.950	-20.07	TWD	-20.74
	S	BCPG	6.650	09:28	-1.48	6.750	-1.48	8.900	-2.150	-24.16	THB	-21.44
	L	SMA Solar	46.900	15:35	0.60	49.440	-5.14	55.200	-5.760	-10.43	EUR	-22.15
		Solaria Energía	11.000	15:35	0.92	10.320	6.59	16.290	-5.970	-36.65	EUR	-22.67
	L	Xinte Energy	9.200	08:08	3.25	9.090	1.21	10.620	-1.530	-14.41	HKD	-24.71
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ24	Curr	∅-RS
		Canadian Solar	17.600	Wed	0.23	17.360	1.38	20.810	-3.450	-16.58	USD	-29.38
		Daqo New Energy	18.580	Wed	-0.96	19.020	-2.31	27.160	-8.140	-29.97	USD	-31.61
	L	SolarEdge	57.550	Wed	-1.98	60.070	-4.20	81.050	-20.980	-25.89	USD	-41.32
	S	Shoals Technologies	7.510	Wed	-14.66	8.850	-15.14	14.960	-6.110	-40.84	USD	-44.55
	L	SunPower	2.200	Wed	-5.58	2.360	-6.78	4.480	-2.120	-47.32	USD	-49.35
	S	Sunnova Energy	4.110	Wed	-7.01	4.670	-11.99	11.000	-6.330	-57.55	USD	-52.12
PPVX - 30 out of 30 instruments rated - 5/06/24 / 11/20/23 - 13 did rise, Market-Ratio(24) = 43.33 %

Technical Chart

	PPVX RS = 24 - B/S = 84/79

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

Transactions Photon Photovoltaik-Aktienindex * L24 - 84/79 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		11/27/06	329		- cash -
long	11/27/06	12/11/06	14		Encavis	100	5,221	EUR	1.915	1.915	0.000	0	10,000	0
12/11/06		3/19/07	98		- cash -
	3/19/07	4/23/07	35		Beijing Energy	100	44,052	HKD	0.227	0.285	0.058	26	12,555	973
4/23/07		5/28/07	35		- cash -
	5/28/07	7/23/07	56		Beijing Energy	100	25,110	HKD	0.500	3.590	3.090	618	90,145	> 999,999
7/23/07		10/15/07	84		- cash -
	10/15/07	11/26/07	42		Beijing Energy	100	37,096	HKD	2.430	2.080	-0.350	-14	77,161	-74
11/26/07		12/03/07	7		- cash -
	12/03/07	12/24/07	21		Beijing Energy	100	39,569	HKD	1.950	1.860	-0.090	-5	73,600	-56
12/24/07		5/04/09	497		- cash -
	5/04/09	6/15/09	42		GCL Poly Energy	100	66,306	HKD	1.110	2.500	1.390	125	165,765	115,887
6/15/09		11/01/10	504		- cash -
	11/01/10	12/06/10	35		Beijing Energy	100	104,914	HKD	1.580	1.630	0.050	3	171,011	38
12/06/10		12/13/10	7		- cash -
	12/13/10	12/27/10	14		Beijing Energy	100	104,275	HKD	1.640	1.530	-0.110	-7	159,541	-84
12/27/10		1/14/13	749		- cash -
	1/14/13	2/25/13	42		SFCE	100	275,070	HKD	0.580	1.220	0.640	110	335,586	63,937
2/25/13		4/15/13	49		- cash -
	4/15/13	6/24/13	70		SFCE	100	332,263	HKD	1.010	1.100	0.090	9	365,489	56
6/24/13		9/02/13	70		- cash -
	9/02/13	3/24/14	203		SFCE	100	105,025	HKD	3.480	8.380	4.900	141	880,112	386
3/24/14		3/31/14	7		- cash -
	3/31/14	4/07/14	7		SFCE	100	97,249	HKD	9.050	8.780	-0.270	-3	853,855	-79
4/07/14		4/08/19	1827		- cash -
	4/08/19	4/22/19	14		Enphase Energy	100	83,384	USD	10.240	9.280	-0.960	-9	773,806	-92
4/22/19		6/10/19	49		- cash -
	6/10/19	6/24/19	14		Enphase Energy	100	47,795	USD	16.190	17.490	1.300	8	835,939	649
6/24/19		8/31/20	434		- cash -
	8/31/20	10/08/20	38		Vivint Solar	100	27,070	USD	30.880	43.080	12.200	40	1,166,193	2,349
10/08/20		10/12/20	4		- cash -
	10/12/20	3/29/21	168		Sunrun	100	18,281	USD	63.790	51.910	-11.880	-19	949,015	-36
3/29/21		11/01/21	217		- cash -
	11/01/21	11/08/21	7		GCL Poly Energy	100	263,615	HKD	3.600	2.700	-0.900	-25	711,762	-100
11/08/21		5/09/24	913		- cash -
accum	11/27/06	11/08/21	822	days out of 6702 invested (12%)							7,018		711,762	565

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Beijing Energy	long	3/19/07	4/23/07	35	0.23	0.29	0.06	25.55
		5/28/07	7/23/07	56	0.50	3.59	3.09	618.00
		10/15/07	11/26/07	42	2.43	2.08	-0.35	-14.40
		12/03/07	12/24/07	21	1.95	1.86	-0.09	-4.62
		11/01/10	12/06/10	35	1.58	1.63	0.05	3.16
		12/13/10	12/27/10	14	1.64	1.53	-0.11	-6.71	608.36
SFCE		1/14/13	2/25/13	42	0.58	1.22	0.64	110.34
		4/15/13	6/24/13	70	1.01	1.10	0.09	8.91
		9/02/13	3/24/14	203	3.48	8.38	4.90	140.80
		3/31/14	4/07/14	7	9.05	8.78	-0.27	-2.98	435.20
GCL Poly Energy		5/04/09	6/15/09	42	1.11	2.50	1.39	125.23
		11/01/21	11/08/21	7	3.60	2.70	-0.90	-25.00	68.92
Vivint Solar		8/31/20	10/08/20	38	30.88	43.08	12.20	39.51	39.51
Encavis		11/27/06	12/11/06	14	1.92	1.92	0.00	0.00	0.00
Enphase Energy		4/08/19	4/22/19	14	10.24	9.28	-0.96	-9.38
		6/10/19	6/24/19	14	16.19	17.49	1.30	8.03	-2.10
Sunrun		10/12/20	3/29/21	168	63.79	51.91	-11.88	-18.62	-18.62

Annotations

4/22/24	PPVX	Voltalia replaces Meyer Burger
11/13/23	PPVX	Altus Power replaces Maxeon
2/10/23	PPVX	Nextracker replaces Beijing Energy
2/06/23	Enlight Renewable	reverse split 10:1 (one for ten)
9/25/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
10/29/21	PPVX	ReNew Energy Global replaces Soltec Power
7/29/21	United Renewable	reverse stock split 0.5658:1
7/23/21	PPVX	Xinte Energy replaces Maxeon
6/25/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
4/01/21	GCL Poly Energy	suspended
2/05/21	PPVX	Shoals Technologies Group replaces SPCG
1/25/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
11/17/20	Daqo New Energy	stock split 1:5 (five for one)
10/31/20	PPVX	Soltec Power replaces REC Silicon
10/23/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
10/08/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
9/21/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
3/27/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
12/28/19	PPVX	Motech replaces SFCE
11/08/19	PPVX	Neoen replaces REC Silicon
7/29/19	PPVX	Sunnova replaces Shinsung E&G
2/16/19	PPVX	7C Solarparken replaces China Singyes Solar
12/10/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
10/01/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
7/20/18	PPVX	West Holdings replaces JA Solar
7/17/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
6/25/18	Green Energy T	returns replacing 8point3
6/21/18	8point3	drops out due to acquisition by Capital Dynamics
5/18/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/16/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
12/30/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
8/11/17	PPVX	Shinsung E&G replaces Green Energy Technology
3/14/17	PPVX	Azure Power Global replaces Trina Solar
11/25/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
11/04/16	PPVX	SPCG replaces SPI
10/08/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/03/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
6/02/16	Solarenergie	Change Of Composition This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now. The PPVX is a cooperation of PHOTON International GmbH, Berlin and Öko-Invest-Verlags-GmbH, Vienna. The index here is not the original PPVX but the Share-o-matic standard index, an equal weighted price index in USD starting in 2005 at 100 points. The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16	Sunrun	recording started
8/18/15	Solarenergie	complete analysis
7/01/15	Scatec Solar	monitoring started
3/14/15	Solar Energy	first complete analysis


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