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Mon, Jun 15th, 2026, 12:51UTC

Assessment - Medical Technology in Japanese yen - 7/10/17 - RS = 10

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/10/17	⇓ Δwk	5/01/17	prc diff	⇓ Δ10	∅-RS
		SOM Medical Tech	106,794.349	8/12/24	-0.02	76,374.915		73,136.574	3,238.342	4.43	16.42
	L	Eckert & Ziegler	5,513.964	8/12/24	1.34	1,188.225		767.585	420.641	54.80	62.71
	S	Align Technology	24,355.938	8/12/24	-0.63	17,286.478		14,938.694	2,347.784	15.72	55.31
		Intuitive Surgical	53,089.945	8/12/24	0.46	12,002.914		10,425.125	1,577.789	15.13	36.78
	S	Straumann	13,267.752	8/12/24	0.76	6,418.356		5,983.141	435.215	7.27	39.72
	L	Ambu	2,407.292	8/12/24	-0.40	1,423.396		1,104.538	318.858	28.87	39.14
	S	Carl Zeiss Meditec	7,844.595	8/12/24	-5.33	5,809.030		5,084.124	724.905	14.26	32.91
	S	Sartorius	31,339.384	8/12/24	-2.90	11,776.641		10,243.804	1,532.837	14.96	32.66
		Drägerwerk	5,946.814	8/12/24	0.44	11,884.529		12,241.138	-356.610	-2.91	32.00
	L	Amplifon	3,659.078	8/12/24	1.33	1,505.226		1,458.700	46.526	3.19	27.89
	L	Fisher & Paykel HC	2,720.848	8/12/24	0.89	925.204		784.692	140.513	17.91	24.37
	L	Sonova	32,841.672	8/12/24	-1.52	18,576.034		16,512.571	2,063.463	12.50	24.14
		Cochlear	29,445.971	8/12/24	0.26	13,287.432		11,811.790	1,475.642	12.49	21.58
	S	Sino Biopharm	43.060	8/12/24	2.08	43.725		40.475	3.251	8.03	19.33
	L	ResMed	2,865.900	8/12/24	1.13	877.210		775.109	102.101	13.17	20.43
		DiaSorin	13,011.499	8/12/24	0.48	8,708.995		8,384.174	324.821	3.87	23.41
	L	Stratec	5,394.378	8/12/24	4.27	7,276.560		6,519.671	756.890	11.61	18.62
	S	Medtronic	9,259.065	8/12/24	-1.04	9,944.457		9,357.916	586.541	6.27	11.26
	S	Illumina	14,202.784	8/12/24	0.79	19,273.088		20,875.953	-1,602.865	-7.68	11.03
		Fresenius MedCare	4,306.403	8/12/24	-1.31	10,905.742		9,925.741	980.000	9.87	15.96
		Smith and Nephew	169,807.509	8/12/24	-0.86	191,400.679		182,960.285	8,440.394	4.61	11.99
		Terumo	2,611.000	8/09/24	5.05	1,086.250		1,015.000	71.250	7.02	4.65
	L	Fresenius	4,015.237	8/12/24		9,728.077		9,067.826	660.252	7.28	13.96
		Sonic Healthcare	2,381.742	8/12/24	0.22	1,968.733		1,864.134	104.600	5.61	9.20
	S	Getinge	2,679.859	8/12/24	-0.10	2,229.946		2,187.657	42.288	1.93	13.02
		⇓instrument	freshest		⇓ Δday	7/10/17	⇓ Δwk	5/01/17	prc diff	⇓ Δ10	∅-RS
		Gerresheimer	12,647.541	8/12/24	-1.47	9,141.845		8,776.573	365.272	4.16	5.43
	S	Sysmex	2,624.000	8/09/24	1.04	2,120.000		2,300.000	-180.000	-7.83	-6.72
		DexCom	8,127.769	8/12/24	2.16	2,023.104		2,223.818	-200.714	-9.03	-4.01
		ConvaTec	34,020.259	8/12/24	-0.17	44,684.640		44,260.214	424.427	0.96	-na-
		GE HealthCare	9,393.635	8/12/24	-1.24						-na-
		Siemens Healthineers	6,535.646	8/12/24	0.08						-na-
		WuXi AppTec	693.526	8/12/24	-0.29						-na-
Medical Tech - 28 out of 31 instruments rated - 7/10/17 / 5/01/17 - 24 did rise, Market-Ratio(10) in JPY = 85.71 %

Technical Chart

	Medical Tech RS = 10 - B/S = 88/25

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

Transactions Medical Technology in Japanese yen * A10 - 88/25 (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		6/05/06	154		- cash -
short	6/05/06	10/30/06	147		Smith and Nephew	100	11	907.508	1,140.208	674.808	-232.700	-26	7,440	-52
long	10/30/06	2/18/08	476		Illumina	100	2	2,611.998	3,953.148		1,341.150	51	10,123	37
short	2/18/08	6/15/09	483		Drägerwerk	100	1	5,791.346	3,048.253	11,002.920	5,211.574	90	15,334	62
long	6/15/09	7/05/10	385		Sonova	100	1	7,965.216	10,648.416		2,683.200	34	18,017	32
short	7/05/10	10/01/12	819		Sonic Healthcare	100	23	752.660	1,118.344	386.977	-365.683	-49	9,607	-26
long	10/01/12	6/15/15	987		Illumina	100	2	3,820.577	26,547.284		22,726.707	595	55,060	105
short	6/15/15	4/18/16	308		Sonova	100	3	17,623.309	14,658.255	21,188.131	3,564.821	20	65,755	24
long	4/18/16	10/24/16	189		Terumo	100	6,454	10.188	9.813		-0.375	-4	63,334	-7
short	10/24/16	2/13/17	112		Getinge	100	34	1,847.843	1,866.115	1,829.571	-18.272	-1	62,713	-3
long	2/13/17	8/07/17	175		Drägerwerk	100	6	9,663.378	11,536.282		1,872.903	19	73,950	45
short	8/07/17	8/06/18	364		Getinge	100	38	1,909.554	1,225.952	2,974.340	1,064.786	56	114,412	56
long	8/06/18	10/15/18	70		Ambu	100	25	4,566.476	2,298.702		-2,267.774	-50	57,718	-97
short	10/15/18	5/06/19	203		Drägerwerk	100	9	6,209.181	6,734.975	5,683.388	-525.793	-8	52,986	-15
long	5/06/19	3/09/20	308		Getinge	100	34	1,536.114	1,853.284		317.170	21	63,770	25
short	3/09/20	5/25/20	77		Fresenius	100	14	4,483.617	5,150.634	3,816.599	-667.017	-15	54,431	-53
long	5/25/20	10/11/21	504		DiaSorin	100	2	24,579.372	22,205.003		-2,374.369	-10	49,683	-7
short	10/11/21	12/05/22	420		Ambu	100	16	2,947.471	1,887.174	4,603.489	1,656.018	56	76,179	47
long	12/05/22	9/18/23	287		Eckert & Ziegler	100	9	7,932.951	4,761.570		-3,171.381	-40	47,636	-48
short	9/18/23	12/25/23	98		Stratec	100	6	7,530.733	6,742.142	8,411.561	880.828	12	52,921	51
long	12/25/23	8/12/24	231		Cochlear	100	1	28,574.894	36,466.610		7,891.716	28	60,813	47
accum	6/05/06	8/12/24	7315	days out of 7469 invested (98%)							508		60,813	9

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Illumina	long	10/30/06	2/18/08	476	2,612.00	3,953.15		1,341.15	51.35
	long	10/01/12	6/15/15	987	3,820.58	26,547.28		22,726.71	594.85	951.63
Drägerwerk	short	2/18/08	6/15/09	483	5,791.35	3,048.25	11,002.92	5,211.57	89.99
	long	2/13/17	8/07/17	175	9,663.38	11,536.28		1,872.90	19.38
	short	10/15/18	5/06/19	203	6,209.18	6,734.97	5,683.39	-525.79	-8.47	107.61
Getinge	short	10/24/16	2/13/17	112	1,847.84	1,866.12	1,829.57	-18.27	-0.99
	short	8/07/17	8/06/18	364	1,909.55	1,225.95	2,974.34	1,064.79	55.76
	long	5/06/19	3/09/20	308	1,536.11	1,853.28		317.17	20.65	86.06
Sonova	long	6/15/09	7/05/10	385	7,965.22	10,648.42		2,683.20	33.69
	short	6/15/15	4/18/16	308	17,623.31	14,658.26	21,188.13	3,564.82	20.23	60.73
Cochlear	long	12/25/23	8/12/24	231	28,574.89	36,466.61		7,891.72	27.62	27.62
Stratec	short	9/18/23	12/25/23	98	7,530.73	6,742.14	8,411.56	880.83	11.70	11.70
Terumo	long	4/18/16	10/24/16	189	10.19	9.81		-0.38	-3.68	-3.68
DiaSorin	long	5/25/20	10/11/21	504	24,579.37	22,205.00		-2,374.37	-9.66	-9.66
Fresenius	short	3/09/20	5/25/20	77	4,483.62	5,150.63	3,816.60	-667.02	-14.88	-14.88
Ambu	long	8/06/18	10/15/18	70	4,566.48	2,298.70		-2,267.77	-49.66
	short	10/11/21	12/05/22	420	2,947.47	1,887.17	4,603.49	1,656.02	56.18	-21.38
Smith and Nephew	short	6/05/06	10/30/06	147	907.51	1,140.21	674.81	-232.70	-25.64	-25.64
Eckert & Ziegler	long	12/05/22	9/18/23	287	7,932.95	4,761.57		-3,171.38	-39.98	-39.98
Sonic Healthcare	short	7/05/10	10/01/12	819	752.66	1,118.34	386.98	-365.68	-48.59	-48.59

Annotations

3/28/24	Sysmex	stock split 1:3 (three for one)
	Terumo	stock split 1:2 (two for one)
4/20/22	Straumann	stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical	stock split 1:3 (three for one)
6/13/16	Sartorius	stock split 1:4 (four for one)
8/27/15	Med. Ausrüstung	complete analysis


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