Share-o-matic

Assessment - Bayrischer Aktienindex in Swiss Franc - 7/01/24 - RS = 23

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	⇓∅-RS
		BAX	777.302	8/12/24	-0.03	816.657	-4.82	757.216	59.441	7.85	4.42
		Rational	839.855	8/12/24	1.40	747.292	12.39	700.277	47.015	6.71	14.06
		Patrizia Immobilien	6.930	8/12/24	1.27	6.853	1.13	7.533	-0.680	-9.03	-12.81
		Synlab	10.720	8/12/24	1.10	10.856	-1.25	11.176	-0.320	-2.87	9.62
	L	Münchener Rück	425.695	8/12/24	1.01	452.543	-5.93	377.014	75.529	20.03	21.00
		Hensoldt	33.575	8/12/24	0.99	34.118	-1.59	26.175	7.942	30.34	15.94
		7C Solarparken	2.215	8/12/24	0.88	2.670	-17.06	3.241	-0.571	-17.61	-16.61
	S	Siltronic	71.240	8/12/24	0.75	70.561	0.96	86.210	-15.648	-18.15	-8.04
		Atoss	131.624	8/12/24	0.74	107.199	22.78	107.880	-0.681	-0.63	-0.89
		Krones	114.178	8/12/24	0.68	114.565	-0.34	110.246	4.319	3.92	9.37
	L	Steico	26.024	8/12/24	0.56	28.108	-7.41	28.484	-0.376	-1.32	-1.45
		Nemetschek	84.712	8/12/24	0.52	89.510	-5.36	81.459	8.051	9.88	25.28
		Scout24	66.442	8/12/24	0.51	68.671	-3.25	62.987	5.684	9.02	10.69
	S	Medigene	1.066	8/12/24	0.46	1.081	-1.35	1.363	-0.282	-20.69	-30.66
	S	BayWa	13.376	8/12/24	0.44	19.482	-31.34	26.970	-7.488	-27.76	-29.95
	L	Infineon	29.349	8/12/24	0.36	33.308	-11.89	32.795	0.514	1.57	2.88
	L	Dermapharm	34.069	8/12/24	0.29	34.699	-1.82	37.153	-2.453	-6.60	-7.07
	L	Siemens Energy	23.504	8/12/24	0.25	23.417	0.37	11.323	12.094	106.81	76.03
		MTU Aero Engines	250.648	8/12/24	0.23	229.325	9.30	198.349	30.976	15.62	16.56
	L	Deutsche Pfandbrief	4.792	8/12/24	0.20	4.996	-4.09	5.456	-0.459	-8.41	-8.37
	L	AUTO1	7.875	8/12/24	0.18	6.155	27.95	3.870	2.284	59.02	14.55
		Pro7-Sat1	5.641	8/12/24	0.17	6.484	-13.00	5.216	1.268	24.31	3.63
	S	Schaeffler	4.503	8/12/24	0.17	5.181	-13.08	5.280	-0.100	-1.89	-4.60
		Mutares	30.289	8/12/24	0.16	33.827	-10.46	32.601	1.226	3.76	16.20
		Siemens Healthineers	48.734	8/12/24	0.08	52.184	-6.61	48.622	3.562	7.33	6.60
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	⇓∅-RS
		Siemens	152.366	8/12/24	0.01	171.674	-11.25	154.629	17.045	11.02	14.82
		Adtran Networks	18.513	8/12/24		18.745	-1.24	18.974	-0.228	-1.20	-2.29
		Allianz	248.031	8/12/24		254.428	-2.51	236.438	17.990	7.61	11.02
		Morphosys	65.182	8/02/24		65.521	-0.52	31.626	33.895	107.18	89.39
		Traton	25.879	8/12/24		29.756	-13.03	21.065	8.691	41.26	36.15
	S	Vitesco Technologies	50.449	8/12/24	-0.10	58.010	-13.03	79.633	-21.623	-27.15	-20.96
		Stemmer Imaging	46.621	8/12/24	-0.21	33.633	38.62	27.349	6.284	22.98	11.22
	L	WashTec	35.281	8/12/24	-0.27	37.898	-6.91	30.661	7.237	23.60	13.22
		Wacker Neuson	13.608	8/12/24	-0.28	14.636	-7.02	16.106	-1.471	-9.13	-16.33
	L	Puma	33.740	8/12/24	-0.29	42.347	-20.33	40.124	2.223	5.54	-10.88
		CTS Eventim	74.632	8/12/24	-0.32	75.020	-0.52	56.117	18.903	33.69	20.12
		Wacker Chemie	81.475	8/12/24	-0.33	98.524	-17.30	90.563	7.961	8.79	-9.47
	L	Cancom	29.426	8/12/24	-0.52	31.656	-7.04	27.822	3.834	13.78	21.02
	L	SFC Energy	19.017	8/12/24	-0.71	19.133	-0.61	17.753	1.380	7.77	-0.12
	S	BMW	76.551	8/12/24	-0.90	86.399	-11.40	88.301	-1.902	-2.15	-9.91
		Adidas	205.869	8/12/24	-1.03	212.750	-3.23	157.695	55.056	34.91	18.86
	L	Umweltbank	5.467	8/12/24	-1.40	6.184	-11.60	7.798	-1.614	-20.70	-17.68
	L	Knaus Tabbert	31.064	8/12/24	-1.69	37.995	-18.24	39.414	-1.420	-3.60	-13.99
	S	Sixt	58.882	8/12/24	-2.49	64.358	-8.51	88.434	-24.075	-27.22	-26.24
	L	Koenig & Bauer	9.276	8/12/24	-4.20	13.162	-29.53	11.034	2.128	19.29	8.26
BAX - 44 out of 43 instruments rated - 7/01/24 / 1/22/24 - 26 did rise, Market-Ratio(23) in CHF = 59.09 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 23 - B/S = 27/38

1/03/22	scale up chart	7/01/24

Transactions Bayrischer Aktienindex in Swiss Franc * S23 - 27/38 (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		8/07/06	217		- cash -
short	8/07/06	9/18/06	42		KUKA	100	392	25.499	23.818	27.299	1.800	7	10,705	81
9/18/06		11/26/07	434		- cash -
	11/26/07	5/05/08	161		Patrizia Immobilien	100	1,124	9.517	5.985	15.136	5.618	59	17,020	186
5/05/08		5/12/08	7		- cash -
	5/12/08	6/23/08	42		Pro7-Sat1	100	1,075	15.827	9.924	25.241	9.414	59	27,140	5,676
6/23/08		7/14/08	21		- cash -
	7/14/08	4/06/09	266		Pro7-Sat1	100	3,173	8.551	2.425	30.155	21.604	253	95,688	464
4/06/09		8/08/11	854		- cash -
	8/08/11	1/16/12	161		Phoenix Solar	100	6,720	14.238	2.765	73.314	59.076	415	492,681	4,008
1/16/12		10/13/14	1001		- cash -
	10/13/14	11/24/14	42		Phoenix Solar	100	205,969	2.392	2.032	2.816	0.423	18	579,906	312
11/24/14		8/24/15	273		- cash -
	8/24/15	8/31/15	7		Grammer	100	27,084	21.411	23.177	19.645	-1.766	-8	532,071	-99
8/31/15		10/15/18	1141		- cash -
	10/15/18	3/18/19	154		Osram Licht	100	14,482	36.739	42.937	30.541	-6.198	-17	442,312	-35
3/18/19		3/09/20	357		- cash -
	3/09/20	6/08/20	91		Leoni	100	59,473	7.437	9.400	5.475	-1.962	-26	325,601	-71
6/08/20		1/24/22	595		- cash -
	1/24/22	8/15/22	203		Morphosys	100	12,369	26.323	23.116	29.975	3.652	14	370,776	26
8/15/22		8/22/22	7		- cash -
	8/22/22	11/21/22	91		Koenig & Bauer	100	31,118	11.915	15.110	8.719	-3.196	-27	271,335	-71
11/21/22		9/25/23	308		- cash -
	9/25/23	12/04/23	70		Steico	100	10,912	24.866	27.916	21.816	-3.050	-12	238,055	-49
12/04/23		2/02/26	791		- cash -
accum	8/07/06	12/04/23	1330	days out of 7336 invested (18%)							2,281		238,055	139

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	1/16/12	161	14.24	2.76	73.31	59.08	414.93
		10/13/14	11/24/14	42	2.39	2.03	2.82	0.42	17.70	506.10
Pro7-Sat1		5/12/08	6/23/08	42	15.83	9.92	25.24	9.41	59.48
		7/14/08	4/06/09	266	8.55	2.43	30.16	21.60	252.63	462.37
Patrizia Immobilien		11/26/07	5/05/08	161	9.52	5.98	15.14	5.62	59.03	59.03
Morphosys		1/24/22	8/15/22	203	26.32	23.12	29.98	3.65	13.87	13.87
KUKA		8/07/06	9/18/06	42	25.50	23.82	27.30	1.80	7.06	7.06
Grammer		8/24/15	8/31/15	7	21.41	23.18	19.64	-1.77	-8.25	-8.25
Steico		9/25/23	12/04/23	70	24.87	27.92	21.82	-3.05	-12.27	-12.27
Osram Licht		10/15/18	3/18/19	154	36.74	42.94	30.54	-6.20	-16.87	-16.87
Leoni		3/09/20	6/08/20	91	7.44	9.40	5.47	-1.96	-26.39	-26.39
Koenig & Bauer		8/22/22	11/21/22	91	11.91	15.11	8.72	-3.20	-26.82	-26.82

Annotations

8/12/24	Morphosys	acquired by Novartis
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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