Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - STOXX Europe 50 in Japanese yen - 11/09/23 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/09/23	⇓ Δwk	10/04/23	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	683,962.685	12/08/24	-0.16	624,444.886		577,340.766	47,104.120	8.16	11.24
		Novo Nordisk	18,850.109	12/08/24	-2.80	14,437.887		10,465.371	3,972.516	37.96	48.97
		UBS	4,087.160	12/08/24	0.44	3,763.148		2,750.028	1,013.119	36.84	40.08
	L	Münchener Rück	69,148.526	12/08/24	1.01	58,143.331		47,817.042	10,326.288	21.60	27.38
		Safran	30,260.352	12/08/24	-0.18	23,628.895		19,779.263	3,849.632	19.46	27.10
		SAP	29,803.771	12/08/24	-0.33	20,294.274		16,963.596	3,330.678	19.63	26.91
	S	Air Liquide	25,552.837	12/08/24	-0.79	26,255.028		22,913.904	3,341.124	14.58	22.58
		Enel	1,013.612	12/08/24	0.44	977.715		848.035	129.680	15.29	22.56
		Airbus	21,059.442	12/08/24	-0.45	21,043.698		18,294.586	2,749.112	15.03	21.80
		Hermes International	315,828.652	12/08/24	-0.50	292,149.375		271,417.536	20,731.839	7.64	20.32
		Sanofi	15,062.476	12/08/24	-0.60	16,030.744		14,852.571	1,178.174	7.93	19.23
		ING Groep	2,398.157	12/08/24	0.21	2,022.500		1,656.053	366.447	22.13	19.08
		RELX	647,489.142	12/08/24	0.57	497,306.869		434,646.459	62,660.409	14.42	20.79
		Banco Santander	643.780	12/08/24	-0.24	540.656		510.938	29.718	5.82	18.99
		Allianz	40,289.408	12/08/24		35,385.090		31,368.154	4,016.936	12.81	17.57
		TotalEnergies	9,717.320	12/08/24	0.60	9,563.027		8,336.810	1,226.217	14.71	16.79
		Shell	5,199.522	12/08/24	0.93	4,668.155		4,019.792	648.363	16.13	15.84
		Schneider Electric	33,259.623	12/08/24	0.38	24,781.371		20,681.088	4,100.282	19.83	15.78
		BNP Paribas	9,328.439	12/08/24		9,369.373		8,297.663	1,071.710	12.92	15.41
		L´Oreal	59,300.529	12/08/24	-1.59	64,102.510		59,459.579	4,642.932	7.81	15.51
	L	ABB	7,485.177	12/08/24	0.55	5,427.617		4,385.656	1,041.960	23.76	17.97
		BP	80,610.656	12/08/24	1.35	94,858.718		87,971.252	6,887.465	7.83	15.79
	L	HSBC	118,073.707	12/08/24	0.22	108,189.916		93,098.361	15,091.555	16.21	15.22
	L	Novartis	15,911.140	12/08/24	0.16	14,524.631		12,788.439	1,736.192	13.58	14.79
		GSK	288,261.946	12/08/24	0.42	269,337.879		251,889.862	17,448.017	6.93	13.52
		⇓instrument	freshest		⇓ Δday	11/09/23	⇓ Δwk	10/04/23	prc diff	⇓ Δ22	∅-RS
		Deutsche Post	5,674.210	12/08/24	-0.36	6,518.099		6,046.000	472.099	7.81	11.81
		Axa	5,093.249	12/08/24	-0.77	4,401.291		4,161.156	240.136	5.77	11.04
		EssilorLuxottica	32,637.727	12/08/24	-0.58	27,432.694		24,297.089	3,135.605	12.91	10.38
	S	Vinci	16,161.421	12/08/24	-0.77	16,307.842		15,536.914	770.928	4.96	10.01
	L	Deutsche Telekom	3,893.541	12/08/24	0.49	3,216.540		3,276.729	-60.189	-1.84	9.62
		Siemens	24,749.882	12/08/24	0.01	21,566.405		20,460.707	1,105.699	5.40	8.77
		ASML	123,528.993	12/08/24	0.08	90,907.011		88,007.716	2,899.295	3.29	8.32
	L	Prosus	5,171.970	12/08/24	1.77	4,644.539		4,677.313	-32.774	-0.70	7.99
	S	Mercedes-Benz	9,049.766	12/08/24	-0.57	10,427.384		9,833.086	594.298	6.04	6.81
	L	Iberdrola	1,905.835	12/08/24	0.29	1,702.735		1,705.059	-2.324	-0.14	5.99
		Anheuser-Busch InBev	8,690.798	12/08/24	-0.47	8,319.235		8,855.867	-536.632	-6.06	5.18
	L	Unilever Plc	864,419.092	12/08/24	-0.34	742,384.534		712,419.948	29,964.587	4.21	6.70
		Reckitt Benckiser	766,498.050	12/08/24		1,068,329.578		1,030,383.348	37,946.230	3.68	6.17
	L	Nestlé	14,578.907	12/08/24	-0.40	17,450.610		16,696.915	753.695	4.51	6.24
	S	LVMH	99,991.414	12/08/24	-0.14	116,853.452		120,209.551	-3,356.098	-2.79	4.09
	S	National Grid	179,411.888	12/08/24	-0.04	182,822.621		188,545.268	-5,722.647	-3.04	5.26
	L	Zurich Insurance	76,430.711	12/08/24	0.85	68,190.602		66,379.485	1,811.117	2.73	5.90
	L	Bayer	4,087.194	12/08/24	-0.04	8,061.030		8,780.473	-719.443	-8.19	2.35
	S	BASF	6,499.206	12/08/24	-0.22	7,084.103		7,018.869	65.234	0.93	2.26
	L	AstraZeneca	2,343,503.606	12/08/24	0.63	1,925,780.506		1,935,069.852	-9,289.346	-0.48	3.74
		Rio Tinto	906,228.077	12/08/24	0.56	917,047.068		875,743.151	41,303.917	4.72	3.18
	L	Richemont	21,085.468	12/08/24	1.22	19,243.368		20,518.764	-1,275.396	-6.22	-0.07
		Glencore	75,228.666	12/08/24	1.27	79,831.322		75,641.384	4,189.938	5.54	-2.17
	S	Diageo	449,538.270	12/08/24	1.03	582,300.133		609,381.613	-27,081.480	-4.44	-3.18
	L	BAT	513,627.042	12/08/24		483,828.972		469,378.482	14,450.490	3.08	-3.62
		⇓instrument	freshest		⇓ Δday	11/09/23	⇓ Δwk	10/04/23	prc diff	⇓ Δ22	∅-RS
	L	Roche	45,690.664	12/08/24	0.25	41,759.754		40,303.403	1,456.350	3.61	-3.19
Europe 50 - 50 out of 50 instruments rated - 11/09/23 / 10/04/23 - 40 did rise, Market-Ratio(22) in JPY = 80.00 %

Technical Chart

	Europe 50 RS = 22 - B/S = 28/27

3/01/22	scale up chart	1/07/24

Transactions STOXX Europe 50 in Japanese yen * A22 - 28/27 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		12/06/06	161		- cash -
short	12/06/06	26/06/06	14		Vodafone	100	40	246.445	244.081	248.832	2.387	1	10,095	29
long	26/06/06	21/01/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	21/01/08	21/04/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	21/04/08	28/04/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	28/04/08	23/06/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	23/06/08	30/06/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	30/06/08	11/08/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	11/08/08	8/09/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	8/09/08	30/03/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	30/03/09	6/04/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	6/04/09	13/04/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	13/04/09	30/08/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	30/08/10	6/09/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	6/09/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	19/12/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	19/12/11	20/10/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	20/10/14	10/11/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	10/11/14	24/08/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	24/08/15	26/10/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	26/10/15	14/12/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	14/12/15	28/12/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	28/12/15	4/01/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	4/01/16	25/01/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	25/01/16	28/03/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	28/03/16	18/04/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	18/04/16	25/04/16	7		BAT	100	29	6,651.471	6,705.150		53.679	1	200,918	52
short	25/04/16	16/05/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	16/05/16	5/03/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	5/03/18	23/04/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	23/04/18	15/10/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	12/11/18	10/12/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	10/12/18	11/02/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	11/02/19	2/03/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	22/06/20	29/06/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	29/06/20	27/07/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	27/07/20	20/06/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	20/06/22	27/06/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	27/06/22	11/07/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	11/07/22	25/07/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	25/07/22	5/09/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	5/09/22	7/11/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	7/11/22	23/10/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	23/10/23	30/10/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	30/10/23	12/08/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	12/06/06	12/08/24	7307	days out of 7468 invested (98%)							5,760		586,036	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	21/01/08	21/04/08	91	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	28/04/08	23/06/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	30/06/08	11/08/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	8/09/08	30/03/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	19/12/11	20/10/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	11/02/19	2/03/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	26/06/06	21/01/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	22/06/20	29/06/20	7	38,817.60	38,988.78		171.18	0.44
	long	27/07/20	20/06/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	6/09/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	25/07/22	5/09/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	30/10/23	12/08/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	6/04/09	13/04/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	19/12/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	28/03/16	18/04/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	25/04/16	16/05/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	30/08/10	6/09/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	7/11/22	23/10/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	11/07/22	25/07/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	5/09/22	7/11/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	10/11/14	24/08/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	15/10/18	12/11/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	5/03/18	23/04/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	13/04/09	30/08/10	504	3,972.34	4,194.41		222.07	5.59
	short	20/10/14	10/11/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vodafone	short	12/06/06	26/06/06	14	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	29/06/20	27/07/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	21/04/08	28/04/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	23/06/08	30/06/08	7	10,467.67	10,510.69		43.02	0.41
	short	24/08/15	26/10/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	14/12/15	28/12/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	4/01/16	25/01/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	20/06/22	27/06/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	23/10/23	30/10/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	10/12/18	11/02/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	11/08/08	8/09/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	30/03/09	6/04/09	7	3,294.67	3,535.06		240.39	7.30
	long	12/11/18	10/12/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	23/04/18	15/10/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	26/10/15	14/12/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	28/12/15	4/01/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	25/01/16	28/03/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	18/04/16	25/04/16	7	6,651.47	6,705.15		53.68	0.81
	long	16/05/16	5/03/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	27/06/22	11/07/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

Annotations

19/02/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
13/09/23	Novo Nordisk	stock split 1:2 (two for one)
18/07/22	GlaxoSmithKline	demergers OTC business -> Haleon
24/09/18	Europe 50	Safran replaces Imperial Brands
31/05/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
21/09/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
14/09/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
5/09/15	Europe 50	complete analysis
9/07/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
22/09/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


	is taking down something concerning