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Assessment - STOXX Europe 50 in Pound sterling - 22/03/21 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	3,740.895	12/08/24	-0.16	2,827.083		2,637.975	189.108	7.17	6.00
	S	Mercedes-Benz	49.497	12/08/24	-0.57	63.861		44.285	19.575	44.20	67.88
		Glencore	410.250	12/08/24	1.27	279.450		165.420	114.030	68.93	53.13
		ING Groep	13.117	12/08/24	0.21	8.635		5.789	2.847	49.18	46.24
		ASML	675.635	12/08/24	0.08	411.615		300.634	110.982	36.92	38.77
		BNP Paribas	51.021	12/08/24		43.667		29.728	13.940	46.89	36.22
	L	Richemont	100.150	12/08/24	1.22	71.871		53.039	18.832	35.51	32.01
		Airbus	115.183	12/08/24	-0.45	83.589		59.628	23.961	40.18	31.15
	S	LVMH	546.897	12/08/24	-0.14	479.299		392.226	87.074	22.20	27.67
		Banco Santander	3.521	12/08/24	-0.24	2.448		1.500	0.947	63.13	27.12
		UBS	19.413	12/08/24	0.44	11.577		9.255	2.323	25.10	23.37
	L	ABB	35.553	12/08/24	0.55	22.897		20.575	2.322	11.28	23.17
		Deutsche Post	31.035	12/08/24	-0.36	38.854		37.508	1.346	3.59	24.56
	S	BASF	35.547	12/08/24	-0.22	59.917		48.277	11.639	24.11	24.23
		Axa	27.857	12/08/24	-0.77	19.354		13.635	5.719	41.94	23.64
		Siemens	135.368	12/08/24	0.01	116.906		100.220	16.685	16.65	22.55
		Schneider Electric	181.912	12/08/24	0.38	109.534		97.807	11.728	11.99	19.32
		Shell	28.438	12/08/24	0.93	15.047		9.857	5.190	52.66	18.66
		Safran	165.507	12/08/24	-0.18	100.751		83.091	17.661	21.25	17.80
		Hermes International	1,727.407	12/08/24	-0.50	807.731		724.207	83.524	11.53	17.67
		TotalEnergies	53.148	12/08/24	0.60	34.212		25.595	8.617	33.67	14.36
		Allianz	220.361	12/08/24		182.557		149.233	33.325	22.33	14.10
	L	Zurich Insurance	363.025	12/08/24	0.85	308.575		265.279	43.296	16.32	9.54
	L	Münchener Rück	378.204	12/08/24	1.01	222.341		192.529	29.812	15.48	11.77
	L	Prosus	28.288	12/08/24	1.77	37.424		35.385	2.040	5.76	11.21
		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ22	∅-RS
	L	Deutsche Telekom	21.295	12/08/24	0.49	14.161		12.657	1.504	11.89	10.25
		L´Oreal	324.341	12/08/24	-1.59	276.247		261.756	14.491	5.54	9.95
		Rio Tinto	4,942.000	12/08/24	0.56	5,386.000		4,607.000	779.000	16.91	13.99
	L	HSBC	643.900	12/08/24	0.22	425.000		309.250	115.750	37.43	13.07
		BP	439.600	12/08/24	1.35	307.250		207.750	99.500	47.89	11.42
		Enel	5.544	12/08/24	0.44	7.168		6.777	0.391	5.77	7.14
		Anheuser-Busch InBev	47.534	12/08/24	-0.47	45.622		43.224	2.398	5.55	6.70
		EssilorLuxottica	178.510	12/08/24	-0.58	111.644		104.975	6.670	6.35	6.52
	S	Vinci	88.394	12/08/24	-0.77	74.952		66.795	8.156	12.21	4.96
	S	Diageo	2,451.500	12/08/24	1.03	3,001.500		2,626.500	375.000	14.28	8.55
	S	Air Liquide	139.760	12/08/24	-0.79	118.103		122.304	-4.201	-3.44	1.26
	L	Iberdrola	10.424	12/08/24	0.29	9.291		9.930	-0.639	-6.43	-0.13
		Novo Nordisk	103.404	12/08/24	-2.80	25.663		27.502	-1.839	-6.69	-0.66
	L	BAT	2,801.000	12/08/24		2,829.000		2,603.000	226.000	8.68	2.45
		RELX	3,531.000	12/08/24	0.57	1,775.000		1,681.500	93.500	5.56	0.06
	L	Novartis	75.574	12/08/24	0.16	62.496		66.544	-4.048	-6.08	-6.89
	L	Bayer	22.355	12/08/24	-0.04	45.880		40.221	5.660	14.07	-4.64
	L	Roche	217.018	12/08/24	0.25	245.923		263.713	-17.790	-6.75	-7.14
	L	Nestlé	69.246	12/08/24	-0.40	80.292		90.837	-10.545	-11.61	-7.27
		Sanofi	82.383	12/08/24	-0.60	71.266		77.520	-6.253	-8.07	-5.50
	S	National Grid	978.400	12/08/24	-0.04	846.400		937.200	-90.800	-9.69	-4.92
		Reckitt Benckiser	4,180.000	12/08/24		6,488.000		7,204.000	-716.000	-9.94	-5.01
	L	Unilever Plc	4,714.000	12/08/24	-0.34	4,022.000		4,802.000	-780.000	-16.24	-7.55
	L	AstraZeneca	12,780.000	12/08/24	0.63	7,344.000		8,109.000	-765.000	-9.43	-8.04
		SAP	163.010	12/08/24	-0.33	89.126		118.856	-29.730	-25.01	-11.80
		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ22	∅-RS
		GSK	1,572.000	12/08/24	0.42	1,311.580		1,406.880	-95.300	-6.77	-11.01
Europe 50 - 50 out of 50 instruments rated - 22/03/21 / 19/10/20 - 37 did rise, Market-Ratio(22) in GBP = 74.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Pound sterling * 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	8,510	1.175	1.153	1.198	0.023	2	10,195	65
long	26/06/06	21/01/08	574		ABB	100	1,517	6.717	11.078		4.361	65	16,811	37
short	21/01/08	21/04/08	91		UBS	100	896	18.759	17.667	19.918	1.160	6	17,850	27
long	21/04/08	28/04/08	7		Rio Tinto	100	346	51.524	51.433		-0.091	0	17,819	-9
short	28/04/08	23/06/08	56		UBS	100	1,007	17.692	10.780	29.038	11.346	64	29,244	2,427
long	23/06/08	30/06/08	7		Rio Tinto	100	592	49.352	49.641		0.289	1	29,415	36
short	30/06/08	11/08/08	42		UBS	100	2,787	10.551	11.150	9.952	-0.599	-6	27,746	-40
long	11/08/08	8/09/08	28		AstraZeneca	100	1,075	25.810	26.090		0.280	1	28,047	15
short	8/09/08	30/03/09	203		UBS	100	2,285	12.274	6.191	24.334	12.060	98	55,605	242
long	30/03/09	6/04/09	7		AstraZeneca	100	2,364	23.520	23.750		0.230	1	56,149	66
short	6/04/09	13/04/09	7		Lloyds Bank	100	70,450	0.797	0.879	0.715	-0.082	-10	50,372	-100
long	13/04/09	30/08/10	504		Deutsche Bank	100	1,865	27.002	31.697		4.695	17	59,128	12
short	30/08/10	6/09/10	7		BP	100	15,535	3.806	4.065	3.547	-0.259	-7	55,105	-97
long	6/09/10	8/08/11	336		Novo Nordisk	100	9,704	5.678	6.675		0.996	18	64,774	19
short	8/08/11	19/12/11	133		Lloyds Bank	100	197,421	0.328	0.235	0.459	0.131	40	90,577	151
long	19/12/11	20/10/14	1036		Roche	100	832	108.834	176.233		67.398	62	146,652	19
short	20/10/14	10/11/14	21		Deutsche Bank	100	8,596	17.059	16.908	17.213	0.153	1	147,969	17
long	10/11/14	24/08/15	287		Novartis	100	3,047	48.548	50.842		2.293	5	154,957	6
short	24/08/15	26/10/15	63		Rio Tinto	100	7,192	21.545	24.875	18.215	-3.330	-15	131,008	-62
long	26/10/15	14/12/15	49		SAP	100	2,593	50.508	50.391		-0.116	0	130,706	-2
short	14/12/15	28/12/15	14		Rio Tinto	100	7,072	18.480	20.065	16.895	-1.585	-9	119,497	-90
long	28/12/15	4/01/16	7		SAP	100	2,224	53.712	51.940		-1.773	-3	115,555	-83
short	4/01/16	25/01/16	21		Rio Tinto	100	6,073	19.025	16.090	22.495	3.470	18	136,631	1,740
long	25/01/16	28/03/16	63		SAP	100	2,468	55.353	55.616		0.263	0	137,281	3
short	28/03/16	18/04/16	21		Credit Suisse	100	13,663	10.047	10.559	9.535	-0.512	-5	130,286	-60
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	3,043	42.805	41.625		-1.180	-3	126,696	-77
short	25/04/16	16/05/16	21		Credit Suisse	100	12,135	10.440	9.510	11.460	1.020	10	139,079	406
long	16/05/16	5/03/18	658		BAT	100	3,303	42.097	42.210		0.113	0	139,452	0
short	5/03/18	23/04/18	49		Imperial Brands	100	5,404	25.805	23.955	27.798	1.993	8	150,222	74
long	23/04/18	15/10/18	175		LVMH	100	609	246.313	229.373		-16.939	-7	139,906	-14
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	77,815	1.798	1.715	1.885	0.087	5	146,698	86
long	12/11/18	10/12/18	28		AstraZeneca	100	2,346	62.510	60.070		-2.440	-4	140,974	-40
short	10/12/18	11/02/19	63		Bayer	100	2,563	54.994	59.628	50.360	-4.634	-8	129,097	-40
long	11/02/19	2/03/20	385		Roche	100	614	210.053	257.314		47.261	22	158,115	21
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	3,480	45.423	40.607	50.809	5.387	12	176,861	44
long	22/06/20	29/06/20	7		ASML	100	606	291.385	294.549		3.164	1	178,778	76
short	29/06/20	27/07/20	28		Airbus	100	3,086	57.913	56.558	59.301	1.388	2	183,061	36
long	27/07/20	20/06/22	693		ASML	100	618	295.896	392.595		96.699	33	242,821	16
short	20/06/22	27/06/22	7		Adyen	100	228	1,063.462	1,224.208	902.716	-160.746	-15	206,171	-100
long	27/06/22	11/07/22	14		BAT	100	5,772	35.715	33.890		-1.825	-5	195,637	-75
short	11/07/22	25/07/22	14		Adidas	100	1,416	138.099	149.283	126.916	-11.183	-8	179,802	-89
long	25/07/22	5/09/22	42		Novo Nordisk	100	3,771	47.673	45.389		-2.284	-5	171,188	-35
short	5/09/22	7/11/22	63		Adidas	100	1,367	125.213	100.036	156.727	31.514	25	214,268	267
long	7/11/22	23/10/23	350		BP	100	42,699	5.018	5.322		0.304	6	227,248	6
short	23/10/23	30/10/23	7		Adyen	100	382	594.694	552.596	639.999	45.305	8	244,555	4,498
long	30/10/23	12/08/24	287		Novo Nordisk	100	3,085	79.261	101.590		22.329	28	313,440	37
accum	12/06/06	12/08/24	7285	days out of 7446 invested (98%)							3,034		313,440	19

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	18.76	17.67	19.92	1.16	6.18
	short	28/04/08	23/06/08	56	17.69	10.78	29.04	11.35	64.13
	short	30/06/08	11/08/08	42	10.55	11.15	9.95	-0.60	-5.68
	short	8/09/08	30/03/09	203	12.27	6.19	24.33	12.06	98.26	225.91
Roche	long	19/12/11	20/10/14	1036	108.83	176.23		67.40	61.93
	long	11/02/19	2/03/20	385	210.05	257.31		47.26	22.50	98.36
ABB	long	26/06/06	21/01/08	574	6.72	11.08		4.36	64.93	64.93
Novo Nordisk	long	6/09/10	8/08/11	336	5.68	6.67		1.00	17.55
	long	25/07/22	5/09/22	42	47.67	45.39		-2.28	-4.79
	long	30/10/23	12/08/24	287	79.26	101.59		22.33	28.17	43.44
ASML	long	22/06/20	29/06/20	7	291.39	294.55		3.16	1.09
	long	27/07/20	20/06/22	693	295.90	392.59		96.70	32.68	34.12
Lloyds Bank	short	6/04/09	13/04/09	7	0.80	0.88	0.72	-0.08	-10.29
	short	8/08/11	19/12/11	133	0.33	0.23	0.46	0.13	39.84	25.45
Deutsche Bank	long	13/04/09	30/08/10	504	27.00	31.70		4.69	17.39
	short	20/10/14	10/11/14	21	17.06	16.91	17.21	0.15	0.90	18.44
Adidas	short	11/07/22	25/07/22	14	138.10	149.28	126.92	-11.18	-8.10
	short	5/09/22	7/11/22	63	125.21	100.04	156.73	31.51	25.17	15.03
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	45.42	40.61	50.81	5.39	11.86	11.86
Imperial Brands	short	5/03/18	23/04/18	49	25.81	23.96	27.80	1.99	7.72	7.72
Intesa Sanpaolo	short	15/10/18	12/11/18	28	1.80	1.71	1.89	0.09	4.86	4.86
Novartis	long	10/11/14	24/08/15	287	48.55	50.84		2.29	4.72	4.72
Credit Suisse	short	28/03/16	18/04/16	21	10.05	10.56	9.54	-0.51	-5.10
	short	25/04/16	16/05/16	21	10.44	9.51	11.46	1.02	9.77	4.18
Airbus	short	29/06/20	27/07/20	28	57.91	56.56	59.30	1.39	2.40	2.40
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	1.18	1.15	1.20	0.02	1.95	1.95
BP	short	30/08/10	6/09/10	7	3.81	4.07	3.55	-0.26	-6.81
	long	7/11/22	23/10/23	350	5.02	5.32		0.30	6.06	-1.16
AstraZeneca	long	11/08/08	8/09/08	28	25.81	26.09		0.28	1.08
	long	30/03/09	6/04/09	7	23.52	23.75		0.23	0.98
	long	12/11/18	10/12/18	28	62.51	60.07		-2.44	-3.90	-1.91
SAP	long	26/10/15	14/12/15	49	50.51	50.39		-0.12	-0.23
	long	28/12/15	4/01/16	7	53.71	51.94		-1.77	-3.30
	long	25/01/16	28/03/16	63	55.35	55.62		0.26	0.48	-3.06
LVMH	long	23/04/18	15/10/18	175	246.31	229.37		-16.94	-6.88	-6.88
BAT	long	18/04/16	25/04/16	7	42.81	41.63		-1.18	-2.76
	long	16/05/16	5/03/18	658	42.10	42.21		0.11	0.27
	long	27/06/22	11/07/22	14	35.72	33.89		-1.83	-5.11	-7.48
Rio Tinto	long	21/04/08	28/04/08	7	51.52	51.43		-0.09	-0.18
	long	23/06/08	30/06/08	7	49.35	49.64		0.29	0.59
	short	24/08/15	26/10/15	63	21.55	24.88	18.22	-3.33	-15.46
	short	14/12/15	28/12/15	14	18.48	20.07	16.90	-1.59	-8.58
	short	4/01/16	25/01/16	21	19.03	16.09	22.50	3.47	18.24	-8.23
Bayer	short	10/12/18	11/02/19	63	54.99	59.63	50.36	-4.63	-8.43	-8.43
Adyen	short	20/06/22	27/06/22	7	1,063.46	1,224.21	902.72	-160.75	-15.12
	short	23/10/23	30/10/23	7	594.69	552.60	640.00	45.30	7.62	-8.65

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.


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