Assessment - Photon Photovoltaik-Aktienindex in Swiss Franc - 1/07/24 - RS = 9

 ⇐ 

								instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9		⇓∅-RS
						L		SOM Price Index	2,210.501	12/08/24	-1.07	2,339.115	-5.50	2,492.216	-153.101	-6.14		-20.43
								Altus Power	2.657	12/08/24	-6.96	3.371	-21.18	3.358	0.012	0.36		-27.88
						L		Array Tech	6.353	12/08/24	-0.99	8.648	-26.54	11.404	-2.756	-24.17		-38.33
								BCPG	0.137	9/08/24		0.154	-11.20	0.166	-0.012	-7.46		-23.95
						L		Canadian Solar	11.928	12/08/24	-2.51	12.660	-5.78	14.962	-2.303	-15.39		-35.80
								Daqo New Energy	14.512	12/08/24	-4.74	12.931	12.23	19.613	-6.682	-34.07		-42.51
								Encavis	16.477	12/08/24		16.380	0.59	16.506	-0.126	-0.76		20.44
						L		Enlight Renewable	1,449.816	12/08/24	-3.23	1,347.686	7.58	1,465.784	-118.098	-8.06		-9.56
						L		Enphase Energy	98.595	12/08/24	1.16	87.887	12.18	103.618	-15.731	-15.18		-15.88
						L		First Solar	198.102	12/08/24	3.51	201.247	-1.56	164.578	36.669	22.28		32.69
						S		Flat Glass	1.351	12/08/24	-3.63	1.331	1.57	2.257	-0.926	-41.04		-28.66
						L		GCL Poly Energy	0.132	12/08/24		0.134	-1.72	0.138	-0.004	-3.05		-6.02
						L		Grenergy Renovables	33.391	12/08/24	1.32	33.391		26.843	6.548	24.39		31.52
						L		JinkoSolar	17.033	12/08/24	-3.48	18.588	-8.36	22.526	-3.938	-17.48		-29.33
						L		Neoen	37.200	12/08/24	-0.10	36.192	2.79	28.951	7.240	25.01		37.14
						L		Nextracker	35.223	12/08/24	-2.01	41.675	-15.48	40.146	1.530	3.81		6.86
								ReNew Energy Global	5.313	12/08/24	-0.84	5.494	-3.29	5.224	0.270	5.17		1.79
						L		Scatec	7.162	12/08/24	-1.46	7.272	-1.51	6.146	1.126	18.33		22.93
						S		Shoals Technologies	4.636	12/08/24	0.20	5.521	-16.04	7.945	-2.424	-30.51		-53.15
						L		Sino-American Sili	5.214	12/08/24	0.80	6.156	-15.32	5.440	0.717	13.17		21.23
						S		SMA Solar	21.227	12/08/24	-1.26	25.666	-17.30	49.733	-24.067	-48.39		-54.02
						S		SolarEdge	19.374	12/08/24	1.13	21.660	-10.55	54.617	-32.957	-60.34		-70.52
						L		Solaria Energía	10.710	12/08/24	1.47	11.243	-4.74	9.527	1.716	18.02		-9.85
						L		Sunnova Energy	5.982	12/08/24	-4.47	4.726	26.58	3.950	0.776	19.65		-34.64
						L		SunPower	0.181	12/08/24	-4.76	2.449	-92.62	1.966	0.483	24.57		-31.31
								instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9		⇓∅-RS
						L		Sunrun	15.660	12/08/24	-3.13	9.863	58.77	9.757	0.107	1.09		-15.85
						L		United Renewable	0.313	12/08/24	0.89	0.367	-14.72	0.343	0.025	7.25		-5.16
						L		Voltalia	9.867	12/08/24	-0.97	8.898	10.89	7.926	0.972	12.26		-1.41
								West Holdings	11.979	9/08/24	-1.38	13.898	-13.80	16.159	-2.262	-14.00		-20.09
						L		Xinte Energy	0.872	12/08/24	1.62	0.937	-6.91	1.024	-0.087	-8.45		-25.80
								Xinyi Solar	0.408	12/08/24	0.28	0.455	-10.18	0.648	-0.193	-29.83		-24.15
PPVX - 30 out of 30 instruments rated - 1/07/24 / 29/04/24 - 14 did rise, Market-Ratio(9) in CHF = 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 Swiss Franc * 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	4,025		2.484	2.452		-0.032	-1	9,869	-29
	6/02/06	20/03/06	42				Enlight Renewable	100	23		416.019	388.203		-27.816	-7	9,230	-45
	20/03/06	3/04/06	14				Encavis	100	3,549		2.600	2.612		0.012	0	9,272	13
3/04/06		17/04/06	14				- cash -
	17/04/06	1/05/06	14				Encavis	100	3,126		2.965	2.952		-0.014	0	9,229	-11
1/05/06		8/05/06	7				- cash -
	8/05/06	12/06/06	35				Encavis	100	3,135		2.943	2.935		-0.009	0	9,202	-3
12/06/06		19/06/06	7				- cash -
	19/06/06	26/06/06	7				Encavis	100	3,133		2.937	2.384		-0.552	-19	7,472	-100
26/06/06		30/10/06	126				- cash -
	30/10/06	13/11/06	14				Encavis	100	2,464		3.032	3.053		0.021	1	7,524	20
13/11/06		20/11/06	7				- cash -
	20/11/06	27/11/06	7				Encavis	100	2,461		3.056	3.033		-0.023	-1	7,466	-33
27/11/06		11/12/06	14				- cash -
	11/12/06	18/12/06	7				SunPower	100	159		46.857	45.293		-1.565	-3	7,217	-83
	18/12/06	8/01/07	21				Encavis	100	2,358		3.060	3.003		-0.057	-2	7,084	-28
	8/01/07	19/02/07	42				SunPower	100	151		46.722	55.577		8.855	19	8,421	352
	19/02/07	19/03/07	28				Encavis	100	2,118		3.975	3.751		-0.224	-6	7,947	-53
19/03/07		26/03/07	7				- cash -
	26/03/07	2/04/07	7				Encavis	100	2,102		3.779	3.679		-0.101	-3	7,735	-76
	2/04/07	23/04/07	21				SunPower	100	135		56.901	68.645		11.744	21	9,321	2,508
23/04/07		7/05/07	14				- cash -
	7/05/07	14/05/07	7				SunPower	100	136		68.096	69.028		0.932	1	9,448	103
14/05/07		21/05/07	7				- cash -
	21/05/07	11/06/07	21				Voltalia	100	97		96.587	97.332		0.745	1	9,520	14
11/06/07		18/06/07	7				- cash -
	18/06/07	2/07/07	14				SunPower	100	131		72.456	79.572		7.116	10	10,452	1,050
2/07/07		9/07/07	7				- cash -
	9/07/07	30/07/07	21				SunPower	100	126		82.717	87.408		4.690	6	11,043	161
30/07/07		20/08/07	21				- cash -
	20/08/07	27/08/07	7				SunPower	100	139		79.190	75.053		-4.137	-5	10,468	-94
27/08/07		3/09/07	7				- cash -
	3/09/07	17/09/07	14				SunPower	100	120		86.773	88.812		2.039	2	10,713	83
17/09/07		1/10/07	14				- cash -
	1/10/07	12/11/07	42				SunPower	100	104		102.304	123.332		21.029	21	12,900	408
	12/11/07	14/01/08	63				First Solar	100	54		238.662	193.710		-44.952	-19	10,472	-70
14/01/08		31/03/08	77				- cash -
	31/03/08	12/05/08	42				First Solar	100	37		276.610	323.902		47.292	17	12,222	294
	12/05/08	9/06/08	28				Canadian Solar	100	344		35.499	37.898		2.399	7	13,047	135
9/06/08		29/12/08	203				- cash -
	29/12/08	9/02/09	42				Encavis	100	4,487		2.908	2.923		0.015	1	13,116	5
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	304		43.054	37.011		-6.042	-14	11,280	-98
23/02/09		23/03/09	28				- cash -
	23/03/09	30/03/09	7				Encavis	100	3,988		2.828	2.898		0.070	2	11,559	259
	30/03/09	6/04/09	7				West Holdings	100	1,685,037		0.007	0.007		-0.000	-2	11,336	-64
	6/04/09	3/08/09	119				GCL Poly Energy	100	76,865		0.147	0.469		0.321	218	36,023	3,368
3/08/09		10/08/09	7				- cash -
	10/08/09	17/08/09	7				West Holdings	100	1,379,715		0.026	0.029		0.003	12	40,513	45,636
17/08/09		24/08/09	7				- cash -
	24/08/09	31/08/09	7				West Holdings	100	1,008,173		0.040	0.039		-0.002	-4	38,889	-88
31/08/09		7/09/09	7				- cash -
	7/09/09	25/01/10	140				West Holdings	100	983,516		0.040	0.046		0.006	16	44,946	46
25/01/10		29/03/10	63				- cash -
	29/03/10	19/04/10	21				West Holdings	100	871,375		0.052	0.044		-0.008	-15	37,981	-95
19/04/10		12/07/10	84				- cash -
	12/07/10	9/08/10	28				United Renewable	100	9,484		4.005	3.946		-0.059	-1	37,422	-18
	9/08/10	30/08/10	21				Enlight Renewable	100	452		82.737	92.177		9.440	11	41,689	554
	30/08/10	6/09/10	7				United Renewable	100	9,216		4.523	4.642		0.119	3	42,783	286
	6/09/10	22/11/10	77				Enlight Renewable	100	377		113.311	171.755		58.444	52	64,817	618
22/11/10		29/11/10	7				- cash -
	29/11/10	6/12/10	7				Enlight Renewable	100	359		180.457	169.014		-11.443	-6	60,709	-97
6/12/10		24/01/11	49				- cash -
	24/01/11	31/01/11	7				Enlight Renewable	100	380		159.423	139.894		-19.528	-12	53,288	-100
	31/01/11	18/04/11	77				GCL Poly Energy	100	121,059		0.440	0.558		0.117	27	67,504	207
18/04/11		2/05/11	14				- cash -
	2/05/11	23/05/11	21				GCL Poly Energy	100	111,284		0.607	0.452		-0.154	-25	50,333	-99
23/05/11		23/01/12	245				- cash -
	23/01/12	12/03/12	49				Encavis	100	13,227		3.805	3.786		-0.019	-1	50,081	-4
	12/03/12	19/03/12	7				West Holdings	100	914,669		0.055	0.049		-0.006	-11	44,819	-100
	19/03/12	26/03/12	7				Encavis	100	11,726		3.822	3.688		-0.134	-4	43,244	-85
26/03/12		17/09/12	175				- cash -
	17/09/12	29/10/12	42				West Holdings	100	530,873		0.081	0.060		-0.021	-26	32,030	-93
29/10/12		5/11/12	7				- cash -
	5/11/12	12/11/12	7				Encavis	100	8,001		4.003	4.061		0.058	1	32,497	113
12/11/12		26/11/12	14				- cash -
	26/11/12	17/12/12	21				First Solar	100	1,297		25.047	29.395		4.348	17	38,136	1,515
	17/12/12	24/12/12	7				JinkoSolar	100	6,702		5.690	5.082		-0.608	-11	34,059	-100
	24/12/12	7/01/13	14				First Solar	100	1,239		27.486	28.682		1.196	4	35,540	204
	7/01/13	21/01/13	14				JinkoSolar	100	5,780		6.149	7.221		1.072	17	41,738	6,507
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	17,452		2.391	2.292		-0.100	-4	39,997	-89
	28/01/13	4/02/13	7				Enlight Renewable	100	327		121.964	108.608		-13.356	-11	35,630	-100
	4/02/13	18/02/13	14				Daqo New Energy	100	16,909		2.107	2.500		0.393	19	42,276	8,540
	18/02/13	18/03/13	28				SunPower	100	3,424		12.344	10.991		-1.353	-11	37,643	-78
18/03/13		20/05/13	63				- cash -
	20/05/13	1/07/13	42				SunPower	100	1,705		22.074	20.219		-1.855	-8	34,480	-53
	1/07/13	8/07/13	7				Canadian Solar	100	3,092		11.149	11.866		0.717	6	36,697	2,479
	8/07/13	5/08/13	28				SunPower	100	1,598		22.951	22.723		-0.227	-1	36,334	-12
	5/08/13	30/09/13	56				Canadian Solar	100	2,496		14.554	15.414		0.859	6	38,478	45
	30/09/13	7/10/13	7				Daqo New Energy	100	8,014		4.801	4.293		-0.508	-11	34,409	-100
	7/10/13	21/10/13	14				Canadian Solar	100	1,991		17.276	20.852		3.576	21	41,530	13,398
	21/10/13	28/10/13	7				Daqo New Energy	100	6,065		6.847	5.387		-1.461	-21	32,672	-100
	28/10/13	18/11/13	21				Canadian Solar	100	1,597		20.458	28.298		7.841	38	45,193	28,019
	18/11/13	25/11/13	7				Daqo New Energy	100	5,409		8.354	7.093		-1.261	-15	38,372	-100
	25/11/13	16/12/13	21				Canadian Solar	100	1,461		26.263	25.851		-0.412	-2	37,769	-24
16/12/13		13/01/14	28				- cash -
	13/01/14	10/03/14	56				Canadian Solar	100	1,174		32.171	31.633		-0.538	-2	37,137	-10
	10/03/14	24/03/14	14				Daqo New Energy	100	4,099		9.060	6.363		-2.697	-30	26,081	-100
24/03/14		31/03/14	7				- cash -
	31/03/14	28/04/14	28				Daqo New Energy	100	3,442		7.575	7.277		-0.299	-4	25,053	-41
28/04/14		2/06/14	35				- cash -
	2/06/14	9/06/14	7				Solaria Energía	100	16,271		1.540	1.524		-0.015	-1	24,803	-41
9/06/14		16/06/14	7				- cash -
	16/06/14	23/06/14	7				Voltalia	100	2,708		9.157	9.148		-0.010	0	24,777	-5
23/06/14		30/06/14	7				- cash -
	30/06/14	14/07/14	14				Daqo New Energy	100	4,368		5.672	5.130		-0.542	-10	22,409	-93
	14/07/14	21/07/14	7				Voltalia	100	2,350		9.534	9.247		-0.287	-3	21,735	-80
	21/07/14	28/07/14	7				Enphase Energy	100	2,130		10.202	9.546		-0.656	-6	20,337	-97
	28/07/14	4/08/14	7				Voltalia	100	1,989		10.221	10.124		-0.097	-1	20,145	-39
4/08/14		11/08/14	7				- cash -
	11/08/14	18/08/14	7				Enphase Energy	100	1,895		10.625	11.959		1.334	13	22,672	47,498
18/08/14		1/09/14	14				- cash -
	1/09/14	13/10/14	42				Enphase Energy	100	1,711		13.244	9.619		-3.625	-27	16,470	-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	1,725		9.544	9.302		-0.242	-3	16,053	-74
20/10/14		9/02/15	112				- cash -
	9/02/15	16/03/15	35				Enphase Energy	100	1,200		13.375	13.200		-0.175	-1	15,843	-13
	16/03/15	25/05/15	70				Encavis	100	2,476		6.398	7.002		0.605	9	17,341	60
25/05/15		20/07/15	56				- cash -
	20/07/15	27/07/15	7				SMA Solar	100	552		31.371	31.907		0.536	2	17,636	142
27/07/15		26/10/15	91				- cash -
	26/10/15	11/01/16	77				SMA Solar	100	377		46.665	53.630		6.965	15	20,262	93
11/01/16		25/01/16	14				- cash -
	25/01/16	1/02/16	7				SMA Solar	100	384		52.664	52.194		-0.471	-1	20,081	-37
1/02/16		14/03/16	42				- cash -
	14/03/16	28/03/16	14				SMA Solar	100	421		47.672	44.890		-2.781	-6	18,910	-79
28/03/16		11/04/16	14				- cash -
	11/04/16	9/05/16	28				SMA Solar	100	384		49.179	51.396		2.217	5	19,762	78
9/05/16		6/06/16	28				- cash -
	6/06/16	13/06/16	7				SMA Solar	100	362		54.529	48.088		-6.441	-12	17,430	-100
13/06/16		15/08/16	63				- cash -
	15/08/16	22/08/16	7				Daqo New Energy	100	3,812		4.572	4.768		0.196	4	18,176	790
22/08/16		29/08/16	7				- cash -
	29/08/16	12/09/16	14				Daqo New Energy	100	3,761		4.832	4.944		0.112	2	18,599	82
12/09/16		17/10/16	35				- cash -
	17/10/16	31/10/16	14				Solaria Energía	100	21,233		0.876	0.896		0.021	2	19,035	83
31/10/16		9/01/17	70				- cash -
	9/01/17	16/01/17	7				Solaria Energía	100	20,868		0.912	0.879		-0.034	-4	18,334	-86
	16/01/17	23/01/17	7				Enlight Renewable	100	64		285.802	283.157		-2.645	-1	18,165	-38
	23/01/17	6/03/17	42				Solaria Energía	100	17,287		1.051	1.154		0.103	10	19,947	126
	6/03/17	17/04/17	42				Enlight Renewable	100	58		340.428	342.476		2.048	1	20,066	5
17/04/17		15/05/17	28				- cash -
	15/05/17	22/05/17	7				Enlight Renewable	100	52		380.127	373.159		-6.968	-2	19,704	-62
22/05/17		29/05/17	7				- cash -
	29/05/17	12/06/17	14				Solaria Energía	100	14,355		1.373	1.509		0.136	10	21,660	1,081
12/06/17		19/06/17	7				- cash -
	19/06/17	24/07/17	35				Solaria Energía	100	15,683		1.381	1.642		0.261	19	25,747	506
	24/07/17	7/08/17	14				JinkoSolar	100	971		26.499	28.242		1.743	7	27,439	426
	7/08/17	11/09/17	35				SolarEdge	100	994		27.590	23.731		-3.859	-14	23,604	-79
	11/09/17	18/09/17	7				JinkoSolar	100	861		27.408	26.579		-0.829	-3	22,890	-80
	18/09/17	9/10/17	21				SolarEdge	100	888		25.771	28.020		2.249	9	24,886	328
9/10/17		16/10/17	7				- cash -
	16/10/17	30/10/17	14				Sino-American Sili	100	9,425		2.640	2.747		0.106	4	25,888	180
	30/10/17	20/11/17	21				SolarEdge	100	799		32.363	38.640		6.278	19	30,904	2,079
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	12,153		2.543	2.394		-0.149	-6	29,093	-47
	25/12/17	5/02/18	42				Daqo New Energy	100	2,723		10.683	9.061		-1.622	-15	24,676	-76
	5/02/18	12/02/18	7				Enphase Energy	100	11,456		2.154	2.497		0.343	16	28,604	221,128
12/02/18		19/02/18	7				- cash -
	19/02/18	26/02/18	7				Enphase Energy	100	12,069		2.370	2.514		0.144	6	30,340	2,059
	26/02/18	5/03/18	7				SolarEdge	100	635		47.741	47.569		-0.173	0	30,230	-17
5/03/18		19/03/18	14				- cash -
	19/03/18	26/03/18	7				Enphase Energy	100	6,702		4.510	4.652		0.142	3	31,184	405
26/03/18		9/04/18	14				- cash -
	9/04/18	11/06/18	63				Enphase Energy	100	7,855		3.970	4.551		0.582	15	35,752	121
	11/06/18	18/06/18	7				Solaria Energía	100	5,353		6.678	7.212		0.535	8	38,613	5,444
18/06/18		19/11/18	154				- cash -
	19/11/18	26/11/18	7				West Holdings	100	370,465		0.104	0.112		0.008	8	41,569	4,581
26/11/18		3/12/18	7				- cash -
	3/12/18	10/12/18	7				West Holdings	100	351,933		0.118	0.104		-0.015	-12	36,435	-100
10/12/18		17/12/18	7				- cash -
	17/12/18	24/12/18	7				Grenergy Renovables	100	5,990		6.083	5.260		-0.823	-14	31,506	-100
24/12/18		31/12/18	7				- cash -
	31/12/18	25/03/19	84				Grenergy Renovables	100	4,789		6.578	7.576		0.998	15	36,285	85
	25/03/19	1/04/19	7				Flat Glass	100	69,306		0.524	0.506		-0.017	-3	35,104	-82
	1/04/19	22/04/19	21				Grenergy Renovables	100	4,180		8.397	8.690		0.293	3	36,329	82
	22/04/19	29/04/19	7				Flat Glass	100	68,272		0.532	0.491		-0.041	-8	33,550	-98
	29/04/19	6/05/19	7				Grenergy Renovables	100	3,624		9.257	8.890		-0.368	-4	32,218	-88
	6/05/19	11/11/19	189				Enphase Energy	100	2,304		13.981	18.603		4.621	33	42,865	74
	11/11/19	18/11/19	7				Grenergy Renovables	100	3,078		13.924	13.082		-0.842	-6	40,273	-96
18/11/19		2/12/19	14				- cash -
	2/12/19	16/12/19	14				Grenergy Renovables	100	2,298		17.523	15.175		-2.347	-13	34,879	-98
	16/12/19	16/03/20	91				Enphase Energy	100	1,377		25.318	25.986		0.668	3	35,799	11
16/03/20		11/05/20	56				- cash -
	11/05/20	22/06/20	42				Enphase Energy	100	617		57.950	43.153		-14.797	-26	26,669	-92
	22/06/20	29/06/20	7				SolarEdge	100	184		144.899	130.476		-14.423	-10	24,016	-100
	29/06/20	20/07/20	21				Flat Glass	100	23,838		1.007	1.292		0.284	28	30,796	7,438
	20/07/20	12/10/20	84				Sunrun	100	853		36.065	57.971		21.906	61	49,482	686
	12/10/20	19/10/20	7				Flat Glass	100	16,445		3.009	2.340		-0.669	-22	38,482	-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	559		68.763	58.891		-9.872	-14	32,964	-100
	26/10/20	16/11/20	21				Flat Glass	100	12,625		2.611	2.332		-0.279	-11	29,438	-86
	16/11/20	23/11/20	7				Daqo New Energy	100	739		39.828	37.173		-2.655	-7	27,476	-97
	23/11/20	30/11/20	7				Flat Glass	100	10,348		2.655	2.529		-0.127	-5	26,166	-92
	30/11/20	7/12/20	7				JinkoSolar	100	418		62.496	51.939		-10.557	-17	21,753	-100
	7/12/20	4/01/21	28				GCL Poly Energy	100	169,098		0.129	0.148		0.019	15	24,984	508
	4/01/21	11/01/21	7				Flat Glass	100	6,262		3.989	3.852		-0.137	-3	24,128	-84
	11/01/21	18/01/21	7				Daqo New Energy	100	354		68.032	64.139		-3.893	-6	22,750	-95
	18/01/21	1/03/21	42				GCL Poly Energy	100	116,430		0.195	0.383		0.187	96	44,573	34,452
1/03/21		5/07/21	126				- cash -
	5/07/21	6/09/21	63				GCL Poly Energy	100	189,622		0.235	0.233		-0.002	-1	44,197	-5
6/09/21		18/10/21	42				- cash -
	18/10/21	1/11/21	14				Xinte Energy	100	17,097		2.585	2.581		-0.004	0	44,133	-4
	1/11/21	29/11/21	28				GCL Poly Energy	100	104,723		0.421	0.353		-0.068	-16	36,981	-90
	29/11/21	6/12/21	7				Enphase Energy	100	155		237.210	197.071		-40.138	-17	30,760	-100
	6/12/21	13/12/21	7				West Holdings	100	60,633		0.507	0.513		0.005	1	31,076	71
13/12/21		14/03/22	91				- cash -
	14/03/22	4/04/22	21				Solaria Energía	100	1,538		20.197	21.507		1.310	6	33,091	198
	4/04/22	11/04/22	7				Enphase Energy	100	165		200.378	174.781		-25.597	-13	28,868	-100
	11/04/22	25/04/22	14				Solaria Energía	100	1,243		23.209	21.562		-1.647	-7	26,821	-85
	25/04/22	2/05/22	7				Encavis	100	1,263		21.223	20.239		-0.984	-5	25,578	-92
2/05/22		6/06/22	35				- cash -
	6/06/22	13/06/22	7				JinkoSolar	100	392		65.129	58.104		-7.025	-11	22,824	-100
13/06/22		27/06/22	14				- cash -
	27/06/22	1/08/22	35				GCL Poly Energy	100	49,611		0.460	0.406		-0.054	-12	20,166	-73
	1/08/22	26/09/22	56				Enphase Energy	100	75		266.644	273.477		6.833	3	20,678	18
	26/09/22	3/10/22	7				First Solar	100	162		127.537	135.660		8.123	6	21,994	2,402
3/10/22		5/12/22	63				- cash -
	5/12/22	2/01/23	28				First Solar	100	139		157.496	138.562		-18.934	-12	19,362	-81
2/01/23		16/01/23	14				- cash -
	16/01/23	6/02/23	21				First Solar	100	116		166.793	155.438		-11.355	-7	18,045	-71
6/02/23		13/02/23	7				- cash -
	13/02/23	13/03/23	28				First Solar	100	117		153.731	185.362		31.632	21	21,746	1,046
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	222		97.673	90.404		-7.269	-7	20,133	-87
5/06/23		12/06/23	7				- cash -
	12/06/23	19/06/23	7				First Solar	100	112		178.595	169.332		-9.264	-5	19,095	-94
	19/06/23	26/06/23	7				SMA Solar	100	223		85.411	100.091		14.680	17	22,369	390,530
26/06/23		3/07/23	7				- cash -
	3/07/23	31/07/23	28				SMA Solar	100	212		105.446	82.931		-22.515	-21	17,596	-96
	31/07/23	7/08/23	7				First Solar	100	97		180.276	170.902		-9.374	-5	16,686	-94
7/08/23		4/12/23	119				- cash -
	4/12/23	22/01/24	49				ReNew Energy Global	100	2,880		5.792	5.774		-0.018	0	16,635	-2
22/01/24		12/02/24	21				- cash -
	12/02/24	19/02/24	7				Nextracker	100	324		51.266	53.429		2.162	4	17,336	762
19/02/24		8/04/24	49				- cash -
	8/04/24	15/04/24	7				Sino-American Sili	100	2,923		5.930	5.854		-0.076	-1	17,113	-49
15/04/24		6/05/24	21				- cash -
	6/05/24	13/05/24	7				Encavis	100	1,036		16.508	16.598		0.091	1	17,207	33
13/05/24		27/05/24	14				- cash -
	27/05/24	12/08/24	77				First Solar	100	68		252.853	198.102		-54.750	-22	13,484	-69
accum	23/01/06	12/08/24	4528	days out of 7524 invested (60%)										35		13,484	2

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	0.15	0.47		0.32	217.77
		31/01/11	18/04/11	77	0.44	0.56		0.12	26.68
		2/05/11	23/05/11	21	0.61	0.45		-0.15	-25.44
		7/12/20	4/01/21	28	0.13	0.15		0.02	14.85
		18/01/21	1/03/21	42	0.20	0.38		0.19	95.93
		5/07/21	6/09/21	63	0.24	0.23		-0.00	-0.85
		1/11/21	29/11/21	28	0.42	0.35		-0.07	-16.21
		27/06/22	1/08/22	35	0.46	0.41		-0.05	-11.65			395.83
Canadian Solar		12/05/08	9/06/08	28	35.50	37.90		2.40	6.76
		1/07/13	8/07/13	7	11.15	11.87		0.72	6.43
		5/08/13	30/09/13	56	14.55	15.41		0.86	5.90
		7/10/13	21/10/13	14	17.28	20.85		3.58	20.70
		28/10/13	18/11/13	21	20.46	28.30		7.84	38.33
		25/11/13	16/12/13	21	26.26	25.85		-0.41	-1.57
		13/01/14	10/03/14	56	32.17	31.63		-0.54	-1.67			94.44
Sunrun		20/07/20	12/10/20	84	36.07	57.97		21.91	60.74			60.74
SunPower		11/12/06	18/12/06	7	46.86	45.29		-1.56	-3.34
		8/01/07	19/02/07	42	46.72	55.58		8.85	18.95
		2/04/07	23/04/07	21	56.90	68.64		11.74	20.64
		7/05/07	14/05/07	7	68.10	69.03		0.93	1.37
		18/06/07	2/07/07	14	72.46	79.57		7.12	9.82
		9/07/07	30/07/07	21	82.72	87.41		4.69	5.67
		20/08/07	27/08/07	7	79.19	75.05		-4.14	-5.22
		3/09/07	17/09/07	14	86.77	88.81		2.04	2.35
		1/10/07	12/11/07	42	102.30	123.33		21.03	20.55
		18/02/13	18/03/13	28	12.34	10.99		-1.35	-10.96
		20/05/13	1/07/13	42	22.07	20.22		-1.86	-8.40
		8/07/13	5/08/13	28	22.95	22.72		-0.23	-0.99			54.08
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	1.54	1.52		-0.02	-1.00
		17/10/16	31/10/16	14	0.88	0.90		0.02	2.34
		9/01/17	16/01/17	7	0.91	0.88		-0.03	-3.68
		23/01/17	6/03/17	42	1.05	1.15		0.10	9.81
		29/05/17	12/06/17	14	1.37	1.51		0.14	9.93
		19/06/17	24/07/17	35	1.38	1.64		0.26	18.87
		11/06/18	18/06/18	7	6.68	7.21		0.53	8.00
		14/03/22	4/04/22	21	20.20	21.51		1.31	6.49
		11/04/22	25/04/22	14	23.21	21.56		-1.65	-7.09			49.63
Nextracker		12/02/24	19/02/24	7	51.27	53.43		2.16	4.22			4.22
Sino-American Sili		16/10/17	30/10/17	14	2.64	2.75		0.11	4.03
		8/04/24	15/04/24	7	5.93	5.85		-0.08	-1.28			2.69
United Renewable		12/07/10	9/08/10	28	4.00	3.95		-0.06	-1.47
		30/08/10	6/09/10	7	4.52	4.64		0.12	2.62			1.11
SolarEdge		7/08/17	11/09/17	35	27.59	23.73		-3.86	-13.99
		18/09/17	9/10/17	21	25.77	28.02		2.25	8.73
		30/10/17	20/11/17	21	32.36	38.64		6.28	19.40
		26/02/18	5/03/18	7	47.74	47.57		-0.17	-0.36
		22/06/20	29/06/20	7	144.90	130.48		-14.42	-9.95			0.18
Xinte Energy		18/10/21	1/11/21	14	2.58	2.58		-0.00	-0.14			-0.14
ReNew Energy Global		4/12/23	22/01/24	49	5.79	5.77		-0.02	-0.31			-0.31
Enlight Renewable		6/02/06	20/03/06	42	416.02	388.20		-27.82	-6.69
		9/02/09	23/02/09	14	43.05	37.01		-6.04	-14.03
		9/08/10	30/08/10	21	82.74	92.18		9.44	11.41
		6/09/10	22/11/10	77	113.31	171.76		58.44	51.58
		29/11/10	6/12/10	7	180.46	169.01		-11.44	-6.34
		24/01/11	31/01/11	7	159.42	139.89		-19.53	-12.25
		28/01/13	4/02/13	7	121.96	108.61		-13.36	-10.95
		16/01/17	23/01/17	7	285.80	283.16		-2.64	-0.93
		6/03/17	17/04/17	42	340.43	342.48		2.05	0.60
		15/05/17	22/05/17	7	380.13	373.16		-6.97	-1.83			-2.99
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Voltalia		21/05/07	11/06/07	21	96.59	97.33		0.74	0.77
		16/06/14	23/06/14	7	9.16	9.15		-0.01	-0.11
		14/07/14	21/07/14	7	9.53	9.25		-0.29	-3.01
		28/07/14	4/08/14	7	10.22	10.12		-0.10	-0.95
		13/10/14	20/10/14	7	9.54	9.30		-0.24	-2.53			-5.74
First Solar		12/11/07	14/01/08	63	238.66	193.71		-44.95	-18.84
		31/03/08	12/05/08	42	276.61	323.90		47.29	17.10
		26/11/12	17/12/12	21	25.05	29.39		4.35	17.36
		24/12/12	7/01/13	14	27.49	28.68		1.20	4.35
		26/09/22	3/10/22	7	127.54	135.66		8.12	6.37
		5/12/22	2/01/23	28	157.50	138.56		-18.93	-12.02
		16/01/23	6/02/23	21	166.79	155.44		-11.36	-6.81
		13/02/23	13/03/23	28	153.73	185.36		31.63	20.58
		12/06/23	19/06/23	7	178.60	169.33		-9.26	-5.19
		31/07/23	7/08/23	7	180.28	170.90		-9.37	-5.20
		27/05/24	12/08/24	77	252.85	198.10		-54.75	-21.65			-13.81
SMA Solar		20/07/15	27/07/15	7	31.37	31.91		0.54	1.71
		26/10/15	11/01/16	77	46.67	53.63		6.96	14.93
		25/01/16	1/02/16	7	52.66	52.19		-0.47	-0.89
		14/03/16	28/03/16	14	47.67	44.89		-2.78	-5.83
		11/04/16	9/05/16	28	49.18	51.40		2.22	4.51
		6/06/16	13/06/16	7	54.53	48.09		-6.44	-11.81
		22/05/23	5/06/23	14	97.67	90.40		-7.27	-7.44
		19/06/23	26/06/23	7	85.41	100.09		14.68	17.19
		3/07/23	31/07/23	28	105.45	82.93		-22.51	-21.35			-14.23
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	6.08	5.26		-0.82	-13.53
		31/12/18	25/03/19	84	6.58	7.58		1.00	15.17
		1/04/19	22/04/19	21	8.40	8.69		0.29	3.49
		29/04/19	6/05/19	7	9.26	8.89		-0.37	-3.97
		11/11/19	18/11/19	7	13.92	13.08		-0.84	-6.05
		2/12/19	16/12/19	14	17.52	15.18		-2.35	-13.40			-19.47
Enphase Energy		21/07/14	28/07/14	7	10.20	9.55		-0.66	-6.43
		11/08/14	18/08/14	7	10.63	11.96		1.33	12.55
		1/09/14	13/10/14	42	13.24	9.62		-3.62	-27.37
		9/02/15	16/03/15	35	13.38	13.20		-0.17	-1.31
		20/11/17	25/12/17	35	2.54	2.39		-0.15	-5.86
		5/02/18	12/02/18	7	2.15	2.50		0.34	15.92
		19/02/18	26/02/18	7	2.37	2.51		0.14	6.07
		19/03/18	26/03/18	7	4.51	4.65		0.14	3.15
		9/04/18	11/06/18	63	3.97	4.55		0.58	14.65
		6/05/19	11/11/19	189	13.98	18.60		4.62	33.05
		16/12/19	16/03/20	91	25.32	25.99		0.67	2.64
		11/05/20	22/06/20	42	57.95	43.15		-14.80	-25.53
		29/11/21	6/12/21	7	237.21	197.07		-40.14	-16.92
		4/04/22	11/04/22	7	200.38	174.78		-25.60	-12.77
		1/08/22	26/09/22	56	266.64	273.48		6.83	2.56			-21.90
Encavis		23/01/06	6/02/06	14	2.48	2.45		-0.03	-1.31
		20/03/06	3/04/06	14	2.60	2.61		0.01	0.46
		17/04/06	1/05/06	14	2.97	2.95		-0.01	-0.46
		8/05/06	12/06/06	35	2.94	2.93		-0.01	-0.29
		19/06/06	26/06/06	7	2.94	2.38		-0.55	-18.80
		30/10/06	13/11/06	14	3.03	3.05		0.02	0.69
		20/11/06	27/11/06	7	3.06	3.03		-0.02	-0.76
		18/12/06	8/01/07	21	3.06	3.00		-0.06	-1.85
		19/02/07	19/03/07	28	3.98	3.75		-0.22	-5.63
		26/03/07	2/04/07	7	3.78	3.68		-0.10	-2.66
		29/12/08	9/02/09	42	2.91	2.92		0.02	0.53
		23/03/09	30/03/09	7	2.83	2.90		0.07	2.48
		23/01/12	12/03/12	49	3.81	3.79		-0.02	-0.50
		19/03/12	26/03/12	7	3.82	3.69		-0.13	-3.51
		5/11/12	12/11/12	7	4.00	4.06		0.06	1.46
		16/03/15	25/05/15	70	6.40	7.00		0.60	9.46
		25/04/22	2/05/22	7	21.22	20.24		-0.98	-4.64
		6/05/24	13/05/24	7	16.51	16.60		0.09	0.55			-24.20
instrument	L/S	date buy	date sell	days	prc buy	prc sell		prc diff	d %			total
Flat Glass		25/03/19	1/04/19	7	0.52	0.51		-0.02	-3.26
		22/04/19	29/04/19	7	0.53	0.49		-0.04	-7.65
		29/06/20	20/07/20	21	1.01	1.29		0.28	28.23
		12/10/20	19/10/20	7	3.01	2.34		-0.67	-22.23
		26/10/20	16/11/20	21	2.61	2.33		-0.28	-10.70
		23/11/20	30/11/20	7	2.66	2.53		-0.13	-4.77
		4/01/21	11/01/21	7	3.99	3.85		-0.14	-3.43			-26.82
JinkoSolar		17/12/12	24/12/12	7	5.69	5.08		-0.61	-10.69
		7/01/13	21/01/13	14	6.15	7.22		1.07	17.44
		24/07/17	7/08/17	14	26.50	28.24		1.74	6.58
		11/09/17	18/09/17	7	27.41	26.58		-0.83	-3.03
		19/10/20	26/10/20	7	68.76	58.89		-9.87	-14.36
		30/11/20	7/12/20	7	62.50	51.94		-10.56	-16.89
		6/06/22	13/06/22	7	65.13	58.10		-7.02	-10.79			-31.17
West Holdings		30/03/09	6/04/09	7	0.01	0.01		-0.00	-1.93
		10/08/09	17/08/09	7	0.03	0.03		0.00	12.47
		24/08/09	31/08/09	7	0.04	0.04		-0.00	-4.01
		7/09/09	25/01/10	140	0.04	0.05		0.01	15.58
		29/03/10	19/04/10	21	0.05	0.04		-0.01	-15.50
		12/03/12	19/03/12	7	0.05	0.05		-0.01	-10.51
		17/09/12	29/10/12	42	0.08	0.06		-0.02	-25.93
		19/11/18	26/11/18	7	0.10	0.11		0.01	7.65
		3/12/18	10/12/18	7	0.12	0.10		-0.01	-12.35
		6/12/21	13/12/21	7	0.51	0.51		0.01	1.03			-34.66
Daqo New Energy		21/01/13	28/01/13	7	2.39	2.29		-0.10	-4.17
		4/02/13	18/02/13	14	2.11	2.50		0.39	18.65
		30/09/13	7/10/13	7	4.80	4.29		-0.51	-10.58
		21/10/13	28/10/13	7	6.85	5.39		-1.46	-21.33
		18/11/13	25/11/13	7	8.35	7.09		-1.26	-15.09
		10/03/14	24/03/14	14	9.06	6.36		-2.70	-29.77
		31/03/14	28/04/14	28	7.58	7.28		-0.30	-3.94
		30/06/14	14/07/14	14	5.67	5.13		-0.54	-9.56
		15/08/16	22/08/16	7	4.57	4.77		0.20	4.28
		29/08/16	12/09/16	14	4.83	4.94		0.11	2.33
		25/12/17	5/02/18	42	10.68	9.06		-1.62	-15.18
		16/11/20	23/11/20	7	39.83	37.17		-2.65	-6.67
		11/01/21	18/01/21	7	68.03	64.14		-3.89	-5.72			-67.00

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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