Assessment - Photon Photovoltaik-Aktienindex in Pound sterling - 1/07/24 - RS = 9

 ⇐ 

								⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/04/24	prc diff	⇓ Δ9		⇓∅-RS
						L		SOM Price Index	1,935.047	12/08/24	-1.07	2,047.633	-5.50	2,178.911	-131.278	-6.02		-22.13
						L		Sunrun	13.708	12/08/24	-3.13	8.634	58.77	8.530	0.104	1.22		-17.65
						L		Sunnova Energy	5.237	12/08/24	-4.47	4.137	26.58	3.453	0.684	19.80		-35.71
								Daqo New Energy	12.704	12/08/24	-4.74	11.320	12.23	17.148	-5.828	-33.99		-43.77
						L		Enphase Energy	86.309	12/08/24	1.16	76.935	12.18	90.592	-13.657	-15.07		-17.80
						L		Voltalia	8.637	12/08/24	-0.97	7.789	10.89	6.930	0.859	12.40		-3.58
						L		Enlight Renewable	1,269.152	12/08/24	-3.23	1,179.748	7.58	1,281.516	-101.767	-7.94		-11.57
						L		Neoen	32.564	12/08/24	-0.10	31.682	2.79	25.312	6.370	25.17		34.04
						S		Flat Glass	1.183	12/08/24	-3.63	1.165	1.57	1.973	-0.808	-40.97		-30.36
								Encavis	14.424	12/08/24		14.339	0.59	14.431	-0.092	-0.64		17.65
						L		Grenergy Renovables	29.230	12/08/24	1.32	29.230		23.469	5.761	24.55		28.64
						L		Scatec	6.269	12/08/24	-1.46	6.366	-1.51	5.373	0.993	18.48		20.18
						L		First Solar	173.417	12/08/24	3.51	176.169	-1.56	143.888	32.281	22.43		29.56
						L		GCL Poly Energy	0.115	12/08/24		0.117	-1.72	0.121	-0.004	-2.93		-8.20
								ReNew Energy Global	4.651	12/08/24	-0.84	4.809	-3.29	4.567	0.242	5.30		-0.37
						L		Solaria Energía	9.376	12/08/24	1.47	9.842	-4.74	8.329	1.513	18.17		-11.63
						L		Canadian Solar	10.442	12/08/24	-2.51	11.082	-5.78	13.081	-1.999	-15.28		-37.13
						L		Xinte Energy	0.764	12/08/24	1.62	0.820	-6.91	0.895	-0.075	-8.34		-27.39
						L		JinkoSolar	14.911	12/08/24	-3.48	16.271	-8.36	19.694	-3.422	-17.38		-30.82
								Xinyi Solar	0.358	12/08/24	0.28	0.398	-10.18	0.567	-0.168	-29.74		-25.96
						S		SolarEdge	16.960	12/08/24	1.13	18.961	-10.55	47.751	-28.790	-60.29		-71.10
								BCPG	0.120	9/08/24		0.135	-11.20	0.145	-0.011	-7.34		-25.48
								West Holdings	10.487	9/08/24	-1.38	12.166	-13.80	14.128	-1.962	-13.89		-21.75
						L		United Renewable	0.274	12/08/24	0.89	0.322	-14.72	0.300	0.022	7.38		-7.15
						L		Sino-American Sili	4.564	12/08/24	0.80	5.389	-15.32	4.756	0.633	13.31		18.53
								⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/04/24	prc diff	⇓ Δ9		⇓∅-RS
						L		Nextracker	30.834	12/08/24	-2.01	36.482	-15.48	35.099	1.383	3.94		4.42
						S		Shoals Technologies	4.058	12/08/24	0.20	4.833	-16.04	6.947	-2.113	-30.42		-54.01
						S		SMA Solar	18.581	12/08/24	-1.26	22.467	-17.30	43.481	-21.013	-48.33		-55.02
								Altus Power	2.326	12/08/24	-6.96	2.951	-21.18	2.936	0.014	0.49		-29.33
						L		Array Tech	5.561	12/08/24	-0.99	7.570	-26.54	9.970	-2.400	-24.07		-39.62
						L		SunPower	0.158	12/08/24	-4.76	2.144	-92.62	1.719	0.425	24.72		-32.66
PPVX - 30 out of 30 instruments rated - 1/07/24 / 29/04/24 - 14 did rise, Market-Ratio(9) in GBP = 46.67 %

 

Technical Chart

	PPVX RS = 9 - B/S = 45/45
3/01/22	scale up chart	1/07/24

 

Transactions Photon Photovoltaik-Aktienindex in Pound sterling * L9 - 45 ex 1 (1)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
2/01/06		23/01/06	21				- cash -
long	23/01/06	6/02/06	14				Encavis	100	9,096		1.099	1.074		-0.025	-2	9,772	-45
	6/02/06	20/03/06	42				Enlight Renewable	100	53		182.276	171.337		-10.939	-6	9,192	-42
	20/03/06	3/04/06	14				Encavis	100	8,009		1.148	1.153		0.005	0	9,236	13
3/04/06		17/04/06	14				- cash -
	17/04/06	1/05/06	14				Encavis	100	7,081		1.304	1.305		0.001	0	9,243	2
1/05/06		8/05/06	7				- cash -
	8/05/06	12/06/06	35				Encavis	100	7,160		1.291	1.295		0.005	0	9,275	4
12/06/06		19/06/06	7				- cash -
	19/06/06	26/06/06	7				Encavis	100	7,199		1.288	1.050		-0.238	-18	7,561	-100
26/06/06		30/10/06	126				- cash -
	30/10/06	13/11/06	14				Encavis	100	5,909		1.279	1.287		0.008	1	7,606	17
13/11/06		20/11/06	7				- cash -
	20/11/06	27/11/06	7				Encavis	100	5,866		1.297	1.298		0.001	0	7,612	4
27/11/06		11/12/06	14				- cash -
	11/12/06	18/12/06	7				SunPower	100	382		19.889	18.994		-0.896	-5	7,270	-91
	18/12/06	8/01/07	21				Encavis	100	5,666		1.283	1.258		-0.025	-2	7,130	-29
	8/01/07	19/02/07	42				SunPower	100	364		19.578	23.093		3.515	18	8,409	320
	19/02/07	19/03/07	28				Encavis	100	5,091		1.652	1.600		-0.052	-3	8,147	-34
19/03/07		26/03/07	7				- cash -
	26/03/07	2/04/07	7				Encavis	100	5,154		1.581	1.538		-0.043	-3	7,926	-76
	2/04/07	23/04/07	21				SunPower	100	333		23.785	28.371		4.585	19	9,453	2,042
23/04/07		7/05/07	14				- cash -
	7/05/07	14/05/07	7				SunPower	100	335		28.199	28.581		0.382	1	9,581	102
14/05/07		21/05/07	7				- cash -
	21/05/07	11/06/07	21				Voltalia	100	240		39.849	40.000		0.152	0	9,617	7
11/06/07		18/06/07	7				- cash -
	18/06/07	2/07/07	14				SunPower	100	325		29.536	32.428		2.892	10	10,557	1,042
2/07/07		9/07/07	7				- cash -
	9/07/07	30/07/07	21				SunPower	100	312		33.781	35.743		1.962	6	11,169	167
30/07/07		20/08/07	21				- cash -
	20/08/07	27/08/07	7				SunPower	100	337		33.089	31.033		-2.055	-6	10,476	-96
27/08/07		3/09/07	7				- cash -
	3/09/07	17/09/07	14				SunPower	100	294		35.599	37.193		1.593	4	10,945	213
17/09/07		1/10/07	14				- cash -
	1/10/07	12/11/07	42				SunPower	100	254		42.948	52.567		9.619	22	13,388	479
	12/11/07	14/01/08	63				First Solar	100	131		101.723	89.886		-11.837	-12	11,838	-51
14/01/08		31/03/08	77				- cash -
	31/03/08	12/05/08	42				First Solar	100	84		139.378	159.248		19.869	14	13,507	218
	12/05/08	9/06/08	28				Canadian Solar	100	773		17.453	18.876		1.423	8	14,606	178
9/06/08		29/12/08	203				- cash -
	29/12/08	9/02/09	42				Encavis	100	7,836		1.864	1.702		-0.162	-9	13,339	-55
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
	9/02/09	23/02/09	14				Enlight Renewable	100	532		25.074	22.182		-2.891	-12	11,801	-96
23/02/09		23/03/09	28				- cash -
	23/03/09	30/03/09	7				Encavis	100	6,804		1.734	1.770		0.035	2	12,041	185
	30/03/09	6/04/09	7				West Holdings	100	2,874,962		0.004	0.004		-0.000	-4	11,525	-90
	6/04/09	3/08/09	119				GCL Poly Energy	100	131,145		0.088	0.262		0.175	199	34,419	2,767
3/08/09		10/08/09	7				- cash -
	10/08/09	17/08/09	7				West Holdings	100	2,377,446		0.014	0.017		0.002	14	39,369	110,300
17/08/09		24/08/09	7				- cash -
	24/08/09	31/08/09	7				West Holdings	100	1,711,808		0.023	0.022		-0.001	-3	38,302	-76
31/08/09		7/09/09	7				- cash -
	7/09/09	25/01/10	140				West Holdings	100	1,684,094		0.023	0.027		0.005	20	45,891	60
25/01/10		29/03/10	63				- cash -
	29/03/10	19/04/10	21				West Holdings	100	1,411,171		0.033	0.027		-0.006	-18	37,720	-97
19/04/10		12/07/10	84				- cash -
	12/07/10	9/08/10	28				United Renewable	100	15,009		2.513	2.382		-0.131	-5	35,752	-50
	9/08/10	30/08/10	21				Enlight Renewable	100	715		49.949	57.748		7.799	16	41,329	1,145
	30/08/10	6/09/10	7				United Renewable	100	14,583		2.834	2.955		0.122	4	43,101	794
	6/09/10	22/11/10	77				Enlight Renewable	100	597		72.141	108.307		36.166	50	64,693	586
22/11/10		29/11/10	7				- cash -
	29/11/10	6/12/10	7				Enlight Renewable	100	560		115.379	110.066		-5.314	-5	61,717	-91
6/12/10		24/01/11	49				- cash -
	24/01/11	31/01/11	7				Enlight Renewable	100	593		103.986	93.670		-10.315	-10	55,600	-100
	31/01/11	18/04/11	77				GCL Poly Energy	100	188,644		0.295	0.383		0.088	30	72,197	245
18/04/11		2/05/11	14				- cash -
	2/05/11	23/05/11	21				GCL Poly Energy	100	172,064		0.420	0.317		-0.102	-24	54,625	-99
23/05/11		23/01/12	245				- cash -
	23/01/12	12/03/12	49				Encavis	100	20,897		2.614	2.629		0.015	1	54,935	4
	12/03/12	19/03/12	7				West Holdings	100	1,445,048		0.038	0.034		-0.004	-11	48,809	-100
	19/03/12	26/03/12	7				Encavis	100	18,526		2.635	2.558		-0.076	-3	47,400	-78
26/03/12		17/09/12	175				- cash -
	17/09/12	29/10/12	42				West Holdings	100	874,890		0.054	0.040		-0.014	-26	35,071	-93
29/10/12		5/11/12	7				- cash -
	5/11/12	12/11/12	7				Encavis	100	13,200		2.657	2.693		0.036	1	35,550	103
12/11/12		26/11/12	14				- cash -
	26/11/12	17/12/12	21				First Solar	100	2,111		16.833	19.803		2.970	18	41,820	1,585
	17/12/12	24/12/12	7				JinkoSolar	100	10,909		3.833	3.432		-0.402	-10	37,436	-100
	24/12/12	7/01/13	14				First Solar	100	2,016		18.561	19.300		0.739	4	38,927	177
	7/01/13	21/01/13	14				JinkoSolar	100	9,408		4.138	4.871		0.733	18	45,824	6,933
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
	21/01/13	28/01/13	7				Daqo New Energy	100	28,408		1.613	1.566		-0.047	-3	44,483	-79
	28/01/13	4/02/13	7				Enlight Renewable	100	533		83.334	76.207		-7.126	-9	40,684	-99
	4/02/13	18/02/13	14				Daqo New Energy	100	27,517		1.478	1.748		0.269	18	48,091	7,732
	18/02/13	18/03/13	28				SunPower	100	5,573		8.629	7.747		-0.881	-10	43,179	-75
18/03/13		20/05/13	63				- cash -
	20/05/13	1/07/13	42				SunPower	100	2,885		14.963	14.067		-0.896	-6	40,594	-42
	1/07/13	8/07/13	7				Canadian Solar	100	5,233		7.757	8.269		0.512	7	43,274	2,704
	8/07/13	5/08/13	28				SunPower	100	2,705		15.993	15.879		-0.115	-1	42,964	-9
	5/08/13	30/09/13	56				Canadian Solar	100	4,224		10.170	10.609		0.439	4	44,817	32
	30/09/13	7/10/13	7				Daqo New Energy	100	13,562		3.304	2.954		-0.351	-11	40,059	-100
	7/10/13	21/10/13	14				Canadian Solar	100	3,370		11.885	14.319		2.433	20	48,260	12,752
	21/10/13	28/10/13	7				Daqo New Energy	100	10,263		4.702	3.726		-0.976	-21	38,242	-100
	28/10/13	18/11/13	21				Canadian Solar	100	2,702		14.150	19.246		5.096	36	52,011	20,880
	18/11/13	25/11/13	7				Daqo New Energy	100	9,153		5.682	4.819		-0.863	-15	44,114	-100
	25/11/13	16/12/13	21				Canadian Solar	100	2,472		17.843	17.875		0.032	0	44,193	3
16/12/13		13/01/14	28				- cash -
	13/01/14	10/03/14	56				Canadian Solar	100	2,024		21.832	21.650		-0.182	-1	43,825	-5
	10/03/14	24/03/14	14				Daqo New Energy	100	7,067		6.201	4.377		-1.824	-29	30,938	-100
24/03/14		31/03/14	7				- cash -
	31/03/14	28/04/14	28				Daqo New Energy	100	6,018		5.140	4.917		-0.223	-4	29,596	-44
28/04/14		2/06/14	35				- cash -
	2/06/14	9/06/14	7				Solaria Energía	100	28,927		1.023	1.011		-0.012	-1	29,249	-46
9/06/14		16/06/14	7				- cash -
	16/06/14	23/06/14	7				Voltalia	100	4,867		6.010	6.007		-0.003	0	29,235	-3
23/06/14		30/06/14	7				- cash -
	30/06/14	14/07/14	14				Daqo New Energy	100	7,820		3.738	3.367		-0.371	-10	26,330	-93
	14/07/14	21/07/14	7				Voltalia	100	4,208		6.257	6.030		-0.227	-4	25,375	-85
	21/07/14	28/07/14	7				Enphase Energy	100	3,813		6.653	6.218		-0.435	-7	23,715	-97
	28/07/14	4/08/14	7				Voltalia	100	3,562		6.657	6.623		-0.034	-1	23,592	-24
4/08/14		11/08/14	7				- cash -
	11/08/14	18/08/14	7				Enphase Energy	100	3,379		6.982	7.886		0.904	13	26,648	57,243
18/08/14		1/09/14	14				- cash -
	1/09/14	13/10/14	42				Enphase Energy	100	3,045		8.749	6.309		-2.440	-28	19,218	-94
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
	13/10/14	20/10/14	7				Voltalia	100	3,070		6.260	6.103		-0.157	-3	18,736	-73
20/10/14		9/02/15	112				- cash -
	9/02/15	16/03/15	35				Enphase Energy	100	1,970		9.510	8.830		-0.680	-7	17,397	-54
	16/03/15	25/05/15	70				Encavis	100	4,065		4.279	4.790		0.510	12	19,472	80
25/05/15		20/07/15	56				- cash -
	20/07/15	27/07/15	7				SMA Solar	100	931		20.907	21.301		0.394	2	19,839	165
27/07/15		26/10/15	91				- cash -
	26/10/15	11/01/16	77				SMA Solar	100	641		30.933	36.824		5.891	19	23,615	128
11/01/16		25/01/16	14				- cash -
	25/01/16	1/02/16	7				SMA Solar	100	647		36.496	35.466		-1.030	-3	22,949	-78
1/02/16		14/03/16	42				- cash -
	14/03/16	28/03/16	14				SMA Solar	100	679		33.769	32.330		-1.439	-4	21,972	-68
28/03/16		11/04/16	14				- cash -
	11/04/16	9/05/16	28				SMA Solar	100	607		36.182	36.730		0.548	2	22,305	22
9/05/16		6/06/16	28				- cash -
	6/06/16	13/06/16	7				SMA Solar	100	573		38.902	34.969		-3.933	-10	20,051	-100
13/06/16		15/08/16	63				- cash -
	15/08/16	22/08/16	7				Daqo New Energy	100	5,495		3.649	3.771		0.122	3	20,721	455
22/08/16		29/08/16	7				- cash -
	29/08/16	12/09/16	14				Daqo New Energy	100	5,493		3.772	3.815		0.043	1	20,958	34
12/09/16		17/10/16	35				- cash -
	17/10/16	31/10/16	14				Solaria Energía	100	28,847		0.727	0.741		0.015	2	21,378	68
31/10/16		9/01/17	70				- cash -
	9/01/17	16/01/17	7				Solaria Energía	100	28,929		0.739	0.722		-0.017	-2	20,875	-71
	16/01/17	23/01/17	7				Enlight Renewable	100	88		234.745	226.774		-7.971	-3	20,174	-83
	23/01/17	6/03/17	42				Solaria Energía	100	23,973		0.842	0.919		0.077	9	22,031	115
	6/03/17	17/04/17	42				Enlight Renewable	100	81		271.125	271.283		0.158	0	22,043	1
17/04/17		15/05/17	28				- cash -
	15/05/17	22/05/17	7				Enlight Renewable	100	74		295.840	294.937		-0.903	0	21,977	-15
22/05/17		29/05/17	7				- cash -
	29/05/17	12/06/17	14				Solaria Energía	100	20,022		1.098	1.231		0.133	12	24,639	1,872
12/06/17		19/06/17	7				- cash -
	19/06/17	24/07/17	35				Solaria Energía	100	22,159		1.112	1.332		0.220	20	29,508	556
	24/07/17	7/08/17	14				JinkoSolar	100	1,372		21.494	22.265		0.771	4	30,566	151
	7/08/17	11/09/17	35				SolarEdge	100	1,405		21.751	18.877		-2.875	-13	26,527	-77
	11/09/17	18/09/17	7				JinkoSolar	100	1,216		21.801	20.474		-1.327	-6	24,913	-96
	18/09/17	9/10/17	21				SolarEdge	100	1,254		19.852	21.651		1.800	9	27,170	352
9/10/17		16/10/17	7				- cash -
	16/10/17	30/10/17	14				Sino-American Sili	100	13,300		2.043	2.091		0.049	2	27,817	85
	30/10/17	20/11/17	21				SolarEdge	100	1,128		24.642	29.392		4.750	19	33,174	2,040
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
	20/11/17	25/12/17	35				Enphase Energy	100	17,150		1.934	1.810		-0.124	-6	31,050	-50
	25/12/17	5/02/18	42				Daqo New Energy	100	3,843		8.080	6.915		-1.165	-14	26,574	-74
	5/02/18	12/02/18	7				Enphase Energy	100	16,167		1.644	1.927		0.283	17	31,150	395,698
12/02/18		19/02/18	7				- cash -
	19/02/18	26/02/18	7				Enphase Energy	100	17,106		1.821	1.920		0.099	5	32,838	1,468
	26/02/18	5/03/18	7				SolarEdge	100	900		36.457	36.550		0.092	0	32,921	14
5/03/18		19/03/18	14				- cash -
	19/03/18	26/03/18	7				Enphase Energy	100	9,740		3.380	3.459		0.079	2	33,689	233
26/03/18		9/04/18	14				- cash -
	9/04/18	11/06/18	63				Enphase Energy	100	11,470		2.937	3.452		0.515	18	39,593	155
	11/06/18	18/06/18	7				Solaria Energía	100	7,817		5.064	5.472		0.407	8	42,776	5,537
18/06/18		19/11/18	154				- cash -
	19/11/18	26/11/18	7				West Holdings	100	523,764		0.082	0.088		0.006	7	45,930	3,986
26/11/18		3/12/18	7				- cash -
	3/12/18	10/12/18	7				West Holdings	100	494,301		0.093	0.083		-0.010	-10	41,169	-100
10/12/18		17/12/18	7				- cash -
	17/12/18	24/12/18	7				Grenergy Renovables	100	8,472		4.859	4.181		-0.678	-14	35,426	-100
24/12/18		31/12/18	7				- cash -
	31/12/18	25/03/19	84				Grenergy Renovables	100	6,740		5.256	5.787		0.531	10	39,006	52
	25/03/19	1/04/19	7				Flat Glass	100	97,544		0.400	0.386		-0.014	-3	37,671	-84
	1/04/19	22/04/19	21				Grenergy Renovables	100	5,883		6.402	6.589		0.187	3	38,771	65
	22/04/19	29/04/19	7				Flat Glass	100	96,088		0.403	0.373		-0.031	-8	35,798	-98
	29/04/19	6/05/19	7				Grenergy Renovables	100	5,100		7.018	6.671		-0.347	-5	34,029	-93
	6/05/19	11/11/19	189				Enphase Energy	100	3,243		10.493	14.565		4.073	39	47,237	88
	11/11/19	18/11/19	7				Grenergy Renovables	100	4,332		10.902	10.213		-0.689	-6	44,251	-97
18/11/19		2/12/19	14				- cash -
	2/12/19	16/12/19	14				Grenergy Renovables	100	3,239		13.658	11.582		-2.077	-15	37,525	-99
	16/12/19	16/03/20	91				Enphase Energy	100	1,942		19.322	22.439		3.117	16	43,577	82
16/03/20		11/05/20	56				- cash -
	11/05/20	22/06/20	42				Enphase Energy	100	903		48.250	36.536		-11.714	-24	33,000	-91
	22/06/20	29/06/20	7				SolarEdge	100	268		122.679	111.565		-11.114	-9	30,021	-99
	29/06/20	20/07/20	21				Flat Glass	100	34,850		0.861	1.087		0.225	26	37,875	5,579
	20/07/20	12/10/20	84				Sunrun	100	1,248		30.340	48.803		18.464	61	60,918	689
	12/10/20	19/10/20	7				Flat Glass	100	24,048		2.533	1.981		-0.552	-22	47,651	-100
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
	19/10/20	26/10/20	7				JinkoSolar	100	818		58.223	49.821		-8.402	-14	40,778	-100
	26/10/20	16/11/20	21				Flat Glass	100	18,461		2.209	1.936		-0.273	-12	35,746	-90
	16/11/20	23/11/20	7				Daqo New Energy	100	1,080		33.074	30.572		-2.502	-8	33,044	-98
	23/11/20	30/11/20	7				Flat Glass	100	15,132		2.184	2.091		-0.093	-4	31,642	-90
	30/11/20	7/12/20	7				JinkoSolar	100	612		51.682	43.764		-7.917	-15	26,797	-100
	7/12/20	4/01/21	28				GCL Poly Energy	100	247,208		0.108	0.124		0.015	14	30,545	451
	4/01/21	11/01/21	7				Flat Glass	100	9,155		3.336	3.204		-0.133	-4	29,332	-88
	11/01/21	18/01/21	7				Daqo New Energy	100	518		56.572	52.996		-3.576	-6	27,479	-97
	18/01/21	1/03/21	42				GCL Poly Energy	100	170,202		0.161	0.298		0.137	85	50,757	20,601
1/03/21		5/07/21	126				- cash -
	5/07/21	6/09/21	63				GCL Poly Energy	100	275,866		0.184	0.184		0.000	0	50,789	0
6/09/21		18/10/21	42				- cash -
	18/10/21	1/11/21	14				Xinte Energy	100	24,886		2.041	2.071		0.030	1	51,539	47
	1/11/21	29/11/21	28				GCL Poly Energy	100	152,428		0.338	0.287		-0.051	-15	43,816	-88
	29/11/21	6/12/21	7				Enphase Energy	100	226		193.089	160.497		-32.592	-17	36,450	-100
	6/12/21	13/12/21	7				West Holdings	100	88,223		0.413	0.421		0.008	2	37,141	166
13/12/21		14/03/22	91				- cash -
	14/03/22	4/04/22	21				Solaria Energía	100	2,243		16.554	17.718		1.164	7	39,752	226
	4/04/22	11/04/22	7				Enphase Energy	100	240		165.073	144.133		-20.940	-13	34,726	-100
	11/04/22	25/04/22	14				Solaria Energía	100	1,814		19.139	17.666		-1.473	-8	32,053	-88
	25/04/22	2/05/22	7				Encavis	100	1,843		17.388	16.578		-0.810	-5	30,561	-92
2/05/22		6/06/22	35				- cash -
	6/06/22	13/06/22	7				JinkoSolar	100	571		53.513	47.935		-5.578	-10	27,375	-100
13/06/22		27/06/22	14				- cash -
	27/06/22	1/08/22	35				GCL Poly Energy	100	69,833		0.392	0.349		-0.043	-11	24,349	-71
	1/08/22	26/09/22	56				Enphase Energy	100	106		228.729	257.341		28.612	13	27,382	116
	26/09/22	3/10/22	7				First Solar	100	228		120.012	121.203		1.191	1	27,654	67
3/10/22		5/12/22	63				- cash -
	5/12/22	2/01/23	28				First Solar	100	201		137.164	124.261		-12.904	-9	25,060	-72
2/01/23		16/01/23	14				- cash -
	16/01/23	6/02/23	21				First Solar	100	169		147.729	139.375		-8.354	-6	23,648	-64
6/02/23		13/02/23	7				- cash -
	13/02/23	13/03/23	28				First Solar	100	171		137.648	167.129		29.481	21	28,689	1,155
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell		prc diff	d %	asset	yield
13/03/23		22/05/23	70				- cash -
	22/05/23	5/06/23	14				SMA Solar	100	327		87.549	80.279		-7.270	-8	26,312	-90
5/06/23		12/06/23	7				- cash -
	12/06/23	19/06/23	7				First Solar	100	167		157.003	147.898		-9.105	-6	24,792	-96
	19/06/23	26/06/23	7				SMA Solar	100	332		74.600	87.903		13.303	18	29,208	519,980
26/06/23		3/07/23	7				- cash -
	3/07/23	31/07/23	28				SMA Solar	100	315		92.683	74.172		-18.512	-20	23,377	-95
	31/07/23	7/08/23	7				First Solar	100	144		161.235	153.065		-8.170	-5	22,201	-93
7/08/23		4/12/23	119				- cash -
	4/12/23	22/01/24	49				ReNew Energy Global	100	4,221		5.259	5.226		-0.033	-1	22,063	-5
22/01/24		12/02/24	21				- cash -
	12/02/24	19/02/24	7				Nextracker	100	476		46.347	48.072		1.725	4	22,884	572
19/02/24		8/04/24	49				- cash -
	8/04/24	15/04/24	7				Sino-American Sili	100	4,420		5.177	5.159		-0.017	0	22,807	-16
15/04/24		6/05/24	21				- cash -
	6/05/24	13/05/24	7				Encavis	100	1,572		14.500	14.564		0.064	0	22,908	26
13/05/24		27/05/24	14				- cash -
	27/05/24	12/08/24	77				First Solar	100	105		216.654	173.417		-43.237	-20	18,368	-65
accum	23/01/06	12/08/24	4481	days out of 7477 invested (60%)										84		18,368	5

instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
GCL Poly Energy	long	6/04/09	3/08/09	119	0.09	0.26		0.17	198.65
		31/01/11	18/04/11	77	0.29	0.38		0.09	29.85
		2/05/11	23/05/11	21	0.42	0.32		-0.10	-24.34
		7/12/20	4/01/21	28	0.11	0.12		0.02	13.99
		18/01/21	1/03/21	42	0.16	0.30		0.14	84.71
		5/07/21	6/09/21	63	0.18	0.18		0.00	0.06
		1/11/21	29/11/21	28	0.34	0.29		-0.05	-14.99
		27/06/22	1/08/22	35	0.39	0.35		-0.04	-11.05			367.44
Canadian Solar		12/05/08	9/06/08	28	17.45	18.88		1.42	8.15
		1/07/13	8/07/13	7	7.76	8.27		0.51	6.60
		5/08/13	30/09/13	56	10.17	10.61		0.44	4.31
		7/10/13	21/10/13	14	11.89	14.32		2.43	20.47
		28/10/13	18/11/13	21	14.15	19.25		5.10	36.01
		25/11/13	16/12/13	21	17.84	17.87		0.03	0.18
		13/01/14	10/03/14	56	21.83	21.65		-0.18	-0.83			95.78
Sunrun		20/07/20	12/10/20	84	30.34	48.80		18.46	60.86			60.86
SunPower		11/12/06	18/12/06	7	19.89	18.99		-0.90	-4.50
		8/01/07	19/02/07	42	19.58	23.09		3.51	17.95
		2/04/07	23/04/07	21	23.79	28.37		4.59	19.28
		7/05/07	14/05/07	7	28.20	28.58		0.38	1.35
		18/06/07	2/07/07	14	29.54	32.43		2.89	9.79
		9/07/07	30/07/07	21	33.78	35.74		1.96	5.81
		20/08/07	27/08/07	7	33.09	31.03		-2.06	-6.21
		3/09/07	17/09/07	14	35.60	37.19		1.59	4.48
		1/10/07	12/11/07	42	42.95	52.57		9.62	22.40
		18/02/13	18/03/13	28	8.63	7.75		-0.88	-10.22
		20/05/13	1/07/13	42	14.96	14.07		-0.90	-5.99
		8/07/13	5/08/13	28	15.99	15.88		-0.11	-0.72			59.00
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Solaria Energía		2/06/14	9/06/14	7	1.02	1.01		-0.01	-1.17
		17/10/16	31/10/16	14	0.73	0.74		0.01	2.01
		9/01/17	16/01/17	7	0.74	0.72		-0.02	-2.35
		23/01/17	6/03/17	42	0.84	0.92		0.08	9.20
		29/05/17	12/06/17	14	1.10	1.23		0.13	12.12
		19/06/17	24/07/17	35	1.11	1.33		0.22	19.76
		11/06/18	18/06/18	7	5.06	5.47		0.41	8.04
		14/03/22	4/04/22	21	16.55	17.72		1.16	7.03
		11/04/22	25/04/22	14	19.14	17.67		-1.47	-7.70			54.06
Enlight Renewable		6/02/06	20/03/06	42	182.28	171.34		-10.94	-6.00
		9/02/09	23/02/09	14	25.07	22.18		-2.89	-11.53
		9/08/10	30/08/10	21	49.95	57.75		7.80	15.61
		6/09/10	22/11/10	77	72.14	108.31		36.17	50.13
		29/11/10	6/12/10	7	115.38	110.07		-5.31	-4.61
		24/01/11	31/01/11	7	103.99	93.67		-10.32	-9.92
		28/01/13	4/02/13	7	83.33	76.21		-7.13	-8.55
		16/01/17	23/01/17	7	234.74	226.77		-7.97	-3.40
		6/03/17	17/04/17	42	271.13	271.28		0.16	0.06
		15/05/17	22/05/17	7	295.84	294.94		-0.90	-0.31			9.31
Nextracker		12/02/24	19/02/24	7	46.35	48.07		1.73	3.72			3.72
SolarEdge		7/08/17	11/09/17	35	21.75	18.88		-2.87	-13.22
		18/09/17	9/10/17	21	19.85	21.65		1.80	9.06
		30/10/17	20/11/17	21	24.64	29.39		4.75	19.27
		26/02/18	5/03/18	7	36.46	36.55		0.09	0.25
		22/06/20	29/06/20	7	122.68	111.56		-11.11	-9.06			2.93
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Sino-American Sili		16/10/17	30/10/17	14	2.04	2.09		0.05	2.38
		8/04/24	15/04/24	7	5.18	5.16		-0.02	-0.34			2.04
Xinte Energy		18/10/21	1/11/21	14	2.04	2.07		0.03	1.48			1.48
ReNew Energy Global		4/12/23	22/01/24	49	5.26	5.23		-0.03	-0.62			-0.62
United Renewable		12/07/10	9/08/10	28	2.51	2.38		-0.13	-5.22
		30/08/10	6/09/10	7	2.83	2.96		0.12	4.29			-1.15
Enphase Energy		21/07/14	28/07/14	7	6.65	6.22		-0.44	-6.54
		11/08/14	18/08/14	7	6.98	7.89		0.90	12.95
		1/09/14	13/10/14	42	8.75	6.31		-2.44	-27.89
		9/02/15	16/03/15	35	9.51	8.83		-0.68	-7.15
		20/11/17	25/12/17	35	1.93	1.81		-0.12	-6.40
		5/02/18	12/02/18	7	1.64	1.93		0.28	17.22
		19/02/18	26/02/18	7	1.82	1.92		0.10	5.42
		19/03/18	26/03/18	7	3.38	3.46		0.08	2.33
		9/04/18	11/06/18	63	2.94	3.45		0.51	17.53
		6/05/19	11/11/19	189	10.49	14.57		4.07	38.82
		16/12/19	16/03/20	91	19.32	22.44		3.12	16.13
		11/05/20	22/06/20	42	48.25	36.54		-11.71	-24.28
		29/11/21	6/12/21	7	193.09	160.50		-32.59	-16.88
		4/04/22	11/04/22	7	165.07	144.13		-20.94	-12.69
		1/08/22	26/09/22	56	228.73	257.34		28.61	12.51			-2.00
Voltalia		21/05/07	11/06/07	21	39.85	40.00		0.15	0.38
		16/06/14	23/06/14	7	6.01	6.01		-0.00	-0.05
		14/07/14	21/07/14	7	6.26	6.03		-0.23	-3.63
		28/07/14	4/08/14	7	6.66	6.62		-0.03	-0.52
		13/10/14	20/10/14	7	6.26	6.10		-0.16	-2.50			-6.22
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
First Solar		12/11/07	14/01/08	63	101.72	89.89		-11.84	-11.64
		31/03/08	12/05/08	42	139.38	159.25		19.87	14.26
		26/11/12	17/12/12	21	16.83	19.80		2.97	17.64
		24/12/12	7/01/13	14	18.56	19.30		0.74	3.98
		26/09/22	3/10/22	7	120.01	121.20		1.19	0.99
		5/12/22	2/01/23	28	137.16	124.26		-12.90	-9.41
		16/01/23	6/02/23	21	147.73	139.37		-8.35	-5.66
		13/02/23	13/03/23	28	137.65	167.13		29.48	21.42
		12/06/23	19/06/23	7	157.00	147.90		-9.10	-5.80
		31/07/23	7/08/23	7	161.23	153.07		-8.17	-5.07
		27/05/24	12/08/24	77	216.65	173.42		-43.24	-19.96			-7.35
SMA Solar		20/07/15	27/07/15	7	20.91	21.30		0.39	1.89
		26/10/15	11/01/16	77	30.93	36.82		5.89	19.04
		25/01/16	1/02/16	7	36.50	35.47		-1.03	-2.82
		14/03/16	28/03/16	14	33.77	32.33		-1.44	-4.26
		11/04/16	9/05/16	28	36.18	36.73		0.55	1.51
		6/06/16	13/06/16	7	38.90	34.97		-3.93	-10.11
		22/05/23	5/06/23	14	87.55	80.28		-7.27	-8.30
		19/06/23	26/06/23	7	74.60	87.90		13.30	17.83
		3/07/23	31/07/23	28	92.68	74.17		-18.51	-19.97			-10.96
Encavis		23/01/06	6/02/06	14	1.10	1.07		-0.03	-2.28
		20/03/06	3/04/06	14	1.15	1.15		0.01	0.48
		17/04/06	1/05/06	14	1.30	1.31		0.00	0.07
		8/05/06	12/06/06	35	1.29	1.30		0.00	0.35
		19/06/06	26/06/06	7	1.29	1.05		-0.24	-18.48
		30/10/06	13/11/06	14	1.28	1.29		0.01	0.61
		20/11/06	27/11/06	7	1.30	1.30		0.00	0.07
		18/12/06	8/01/07	21	1.28	1.26		-0.02	-1.92
		19/02/07	19/03/07	28	1.65	1.60		-0.05	-3.12
		26/03/07	2/04/07	7	1.58	1.54		-0.04	-2.71
		29/12/08	9/02/09	42	1.86	1.70		-0.16	-8.68
		23/03/09	30/03/09	7	1.73	1.77		0.04	2.03
		23/01/12	12/03/12	49	2.61	2.63		0.01	0.57
		19/03/12	26/03/12	7	2.63	2.56		-0.08	-2.89
		5/11/12	12/11/12	7	2.66	2.69		0.04	1.37
		16/03/15	25/05/15	70	4.28	4.79		0.51	11.93
		25/04/22	2/05/22	7	17.39	16.58		-0.81	-4.66
		6/05/24	13/05/24	7	14.50	14.56		0.06	0.44			-26.04
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Grenergy Renovables		17/12/18	24/12/18	7	4.86	4.18		-0.68	-13.95
		31/12/18	25/03/19	84	5.26	5.79		0.53	10.11
		1/04/19	22/04/19	21	6.40	6.59		0.19	2.92
		29/04/19	6/05/19	7	7.02	6.67		-0.35	-4.94
		11/11/19	18/11/19	7	10.90	10.21		-0.69	-6.32
		2/12/19	16/12/19	14	13.66	11.58		-2.08	-15.20			-26.37
Flat Glass		25/03/19	1/04/19	7	0.40	0.39		-0.01	-3.42
		22/04/19	29/04/19	7	0.40	0.37		-0.03	-7.67
		29/06/20	20/07/20	21	0.86	1.09		0.23	26.16
		12/10/20	19/10/20	7	2.53	1.98		-0.55	-21.78
		26/10/20	16/11/20	21	2.21	1.94		-0.27	-12.34
		23/11/20	30/11/20	7	2.18	2.09		-0.09	-4.24
		4/01/21	11/01/21	7	3.34	3.20		-0.13	-3.97			-29.06
West Holdings		30/03/09	6/04/09	7	0.00	0.00		-0.00	-4.28
		10/08/09	17/08/09	7	0.01	0.02		0.00	14.38
		24/08/09	31/08/09	7	0.02	0.02		-0.00	-2.71
		7/09/09	25/01/10	140	0.02	0.03		0.00	19.81
		29/03/10	19/04/10	21	0.03	0.03		-0.01	-17.80
		12/03/12	19/03/12	7	0.04	0.03		-0.00	-11.15
		17/09/12	29/10/12	42	0.05	0.04		-0.01	-26.01
		19/11/18	26/11/18	7	0.08	0.09		0.01	7.37
		3/12/18	10/12/18	7	0.09	0.08		-0.01	-10.37
		6/12/21	13/12/21	7	0.41	0.42		0.01	1.90			-32.37
JinkoSolar		17/12/12	24/12/12	7	3.83	3.43		-0.40	-10.48
		7/01/13	21/01/13	14	4.14	4.87		0.73	17.72
		24/07/17	7/08/17	14	21.49	22.27		0.77	3.59
		11/09/17	18/09/17	7	21.80	20.47		-1.33	-6.09
		19/10/20	26/10/20	7	58.22	49.82		-8.40	-14.43
		30/11/20	7/12/20	7	51.68	43.76		-7.92	-15.32
		6/06/22	13/06/22	7	53.51	47.94		-5.58	-10.42			-33.46
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Daqo New Energy		21/01/13	28/01/13	7	1.61	1.57		-0.05	-2.93
		4/02/13	18/02/13	14	1.48	1.75		0.27	18.21
		30/09/13	7/10/13	7	3.30	2.95		-0.35	-10.62
		21/10/13	28/10/13	7	4.70	3.73		-0.98	-20.76
		18/11/13	25/11/13	7	5.68	4.82		-0.86	-15.19
		10/03/14	24/03/14	14	6.20	4.38		-1.82	-29.41
		31/03/14	28/04/14	28	5.14	4.92		-0.22	-4.34
		30/06/14	14/07/14	14	3.74	3.37		-0.37	-9.94
		15/08/16	22/08/16	7	3.65	3.77		0.12	3.34
		29/08/16	12/09/16	14	3.77	3.81		0.04	1.14
		25/12/17	5/02/18	42	8.08	6.91		-1.16	-14.41
		16/11/20	23/11/20	7	33.07	30.57		-2.50	-7.56
		11/01/21	18/01/21	7	56.57	53.00		-3.58	-6.32			-67.53

Annotations

22/04/24	PPVX			Voltalia replaces Meyer Burger
13/11/23	PPVX			Altus Power replaces Maxeon
10/02/23	PPVX			Nextracker replaces Beijing Energy
6/02/23	Enlight Renewable			reverse split 10:1 (one for ten)
25/09/22	PPVX			Maxeon Solar Technologies replaces Azure Power Global
29/10/21	PPVX			ReNew Energy Global replaces Soltec Power
29/07/21	United Renewable			reverse stock split 0.5658:1
23/07/21	PPVX			Xinte Energy replaces Maxeon
25/06/21	PPVX			Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
1/04/21	GCL Poly Energy			suspended
5/02/21	PPVX			Shoals Technologies Group replaces SPCG
25/01/21	PPVX			Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
17/11/20	Daqo New Energy			stock split 1:5 (five for one)
31/10/20	PPVX			Soltec Power replaces REC Silicon
23/10/20	PPVX			Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
8/10/20	PPVX			Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
21/09/20	PPVX			Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
27/03/20	PPVX			China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
28/12/19	PPVX			Motech replaces SFCE
8/11/19	PPVX			Neoen replaces REC Silicon
29/07/19	PPVX			Sunnova replaces Shinsung E&G
16/02/19	PPVX			7C Solarparken replaces China Singyes Solar
10/12/18	PPVX			SFCE and Solarapack replace Motech Industries and Green Energy Technology
1/10/18	PPVX			Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
20/07/18	PPVX			West Holdings replaces JA Solar
17/07/18	PPVX			JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
25/06/18	Green Energy T			returns replacing 8point3
21/06/18	8point3			drops out due to acquisition by Capital Dynamics
18/05/18	PPVX			Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
27/02/18	Capital Stage			renames into Encavis (ENergy + CApital + VISion)
16/02/18	PPVX			Solaria Energía replaces SFCE (market value falls below exit threshold)
30/12/17	PPVX			Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
11/08/17	PPVX			Shinsung E&G replaces Green Energy Technology
14/03/17	PPVX			Azure Power Global replaces Trina Solar
25/11/16	PPVX			Thai Solar Energy replaces SolarCity (acquired by Tesla)
4/11/16	PPVX			SPCG replaces SPI
8/10/16	Chorus			is replaced by BCPG
8/08/16	Capital Stage			acquires Chorus Clean Energy
3/06/16	PPVX			complete analysis - all techniques have been refreshed using new market composition
2/06/16	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
18/08/15	Solarenergie			complete analysis
1/07/15	Scatec Solar			monitoring started
14/03/15	Solar Energy			first complete analysis

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