Share-o-matic - Assessment Europe 50 (STOXX Europe 50)

Assessment - STOXX Europe 50 in Japanese yen - 10/05/21 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/05/21	Δwk	7/12/20	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	574,735.962	12/08/24	-0.16	456,176.213		389,429.507	66,746.706	17.14	19.18
		Novo Nordisk	15,886.327	12/08/24	-2.80	4,161.065		3,549.297	611.768	17.24	14.12
		Shell	4,369.174	12/08/24	0.93	2,202.778		1,966.323	236.456	12.03	23.55
		Hermes International	265,391.794	12/08/24	-0.50	140,170.791		104,899.130	35,271.661	33.62	38.37
		RELX	543,447.825	12/08/24	0.57	288,192.029		247,908.727	40,283.302	16.25	15.00
	L	Münchener Rück	58,105.721	12/08/24	1.01	32,750.617		30,190.973	2,559.644	8.48	12.75
		UBS	3,004.872	12/08/24	0.44	1,702.559		1,505.189	197.370	13.11	23.07
	L	AstraZeneca	1,966,939.453	12/08/24	0.63	1,187,705.145		1,119,368.579	68,336.567	6.10	6.11
		SAP	25,044.201	12/08/24	-0.33	15,293.764		12,828.011	2,465.753	19.22	7.29
		Schneider Electric	27,948.164	12/08/24	0.38	17,320.585		14,427.098	2,893.487	20.06	26.08
		TotalEnergies	8,165.494	12/08/24	0.60	5,204.643		4,686.285	518.358	11.06	21.57
		Safran	25,427.868	12/08/24	-0.18	16,637.922		15,417.070	1,220.852	7.92	30.39
	L	ABB	5,503.087	12/08/24	0.55	3,673.561		2,809.375	864.187	30.76	31.87
		ASML	103,801.795	12/08/24	0.08	69,549.584		48,779.735	20,769.850	42.58	53.02
	L	Deutsche Telekom	3,271.754	12/08/24	0.49	2,202.514		1,913.734	288.779	15.09	18.02
		EssilorLuxottica	27,425.583	12/08/24	-0.58	18,503.338		16,085.458	2,417.880	15.03	22.11
	L	HSBC	99,101.120	12/08/24	0.22	69,935.625		57,077.951	12,857.674	22.53	33.20
		Axa	4,279.873	12/08/24	-0.77	3,048.830		2,491.701	557.129	22.36	31.95
		BP	67,657.792	12/08/24	1.35	48,588.637		37,973.376	10,615.261	27.95	26.31
		ING Groep	2,015.178	12/08/24	0.21	1,456.877		1,038.020	418.857	40.35	60.82
		Airbus	17,696.314	12/08/24	-0.45	13,012.930		12,007.028	1,005.901	8.38	35.78
	L	Richemont	15,501.994	12/08/24	1.22	11,545.479		8,636.139	2,909.339	33.69	42.50
		Glencore	63,140.603	12/08/24	1.27	50,981.901		33,188.564	17,793.337	53.61	80.46
		Banco Santander	540.971	12/08/24	-0.24	437.380		343.779	93.602	27.23	56.76
	L	Novartis	11,697.838	12/08/24	0.16	9,605.916		9,489.236	116.680	1.23	3.06
		⇓instrument	freshest		⇓ Δday	10/05/21	Δwk	7/12/20	prc diff	⇓ Δ22	⇓∅-RS
	L	Zurich Insurance	56,191.704	12/08/24	0.85	46,796.190		42,537.953	4,258.237	10.01	15.79
		Allianz	33,855.314	12/08/24		28,470.745		24,813.600	3,657.144	14.74	22.15
		GSK	241,942.787	12/08/24	0.42	209,583.709		195,286.892	14,296.817	7.32	3.53
	S	Air Liquide	21,472.128	12/08/24	-0.79	18,958.447		17,176.318	1,782.129	10.38	13.20
		Sanofi	12,657.045	12/08/24	-0.60	11,426.665		10,444.513	982.152	9.40	8.14
	L	Unilever Plc	725,520.546	12/08/24	-0.34	658,493.775		601,222.003	57,271.772	9.53	7.80
		Siemens	20,797.403	12/08/24	0.01	19,024.596		14,177.399	4,847.198	34.19	31.61
	S	Vinci	13,580.492	12/08/24	-0.77	12,541.945		10,954.001	1,587.944	14.50	22.13
		L´Oreal	49,830.418	12/08/24	-1.59	46,622.168		38,337.744	8,284.424	21.61	27.40
		BNP Paribas	7,838.716	12/08/24		7,384.930		5,612.570	1,772.360	31.58	51.32
	L	Iberdrola	1,601.479	12/08/24	0.29	1,517.470		1,413.704	103.765	7.34	12.93
	S	National Grid	150,583.221	12/08/24	-0.04	143,134.092		119,273.569	23,860.522	20.00	14.90
	S	LVMH	84,023.095	12/08/24	-0.14	82,686.875		62,261.001	20,425.874	32.81	47.32
	L	BAT	431,095.259	12/08/24		434,789.042		395,128.371	39,660.671	10.04	12.50
	L	Roche	33,591.684	12/08/24	0.25	36,487.727		35,321.693	1,166.034	3.30	-0.41
		Anheuser-Busch InBev	7,302.905	12/08/24	-0.47	8,213.122		7,305.610	907.512	12.42	31.79
	L	Prosus	4,346.022	12/08/24	1.77	5,256.239		5,372.329	-116.089	-2.16	5.77
	L	Nestlé	10,718.383	12/08/24	-0.40	13,180.322		11,569.388	1,610.934	13.92	8.75
	S	Mercedes-Benz	7,604.547	12/08/24	-0.57	9,758.374		7,276.605	2,481.770	34.11	60.86
		Enel	851.741	12/08/24	0.44	1,094.642		1,031.714	62.928	6.10	12.05
	S	Diageo	377,304.544	12/08/24	1.03	502,508.397		412,672.681	89,835.716	21.77	26.66
		Rio Tinto	760,611.485	12/08/24	0.56	1,024,716.970		757,387.165	267,329.805	35.30	45.42
		Deutsche Post	4,768.056	12/08/24	-0.36	6,806.784		4,962.468	1,844.316	37.17	42.97
		Reckitt Benckiser	643,333.874	12/08/24		977,313.421		886,230.358	91,083.064	10.28	1.37
	S	BASF	5,461.303	12/08/24	-0.22	9,361.477		7,661.243	1,700.234	22.19	30.97
		⇓instrument	freshest		⇓ Δday	10/05/21	Δwk	7/12/20	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	3,434.482	12/08/24	-0.04	7,193.097		5,948.025	1,245.071	20.93	7.45
Europe 50 - 50 out of 50 instruments rated - 10/05/21 / 7/12/20 - 49 did rise, Market-Ratio(22) in JPY = 98.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Japanese yen * 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	40	246.445	244.081	248.832	2.387	1	10,095	29
long	26/06/06	21/01/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	21/01/08	21/04/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	21/04/08	28/04/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	28/04/08	23/06/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	23/06/08	30/06/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	30/06/08	11/08/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	11/08/08	8/09/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	8/09/08	30/03/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	30/03/09	6/04/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	6/04/09	13/04/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	13/04/09	30/08/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	30/08/10	6/09/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	6/09/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	19/12/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	19/12/11	20/10/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	20/10/14	10/11/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	10/11/14	24/08/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	24/08/15	26/10/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	26/10/15	14/12/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	14/12/15	28/12/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	28/12/15	4/01/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	4/01/16	25/01/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	25/01/16	28/03/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	28/03/16	18/04/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
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	29	6,651.471	6,705.150		53.679	1	200,918	52
short	25/04/16	16/05/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	16/05/16	5/03/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	5/03/18	23/04/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	23/04/18	15/10/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	12/11/18	10/12/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	10/12/18	11/02/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	11/02/19	2/03/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	22/06/20	29/06/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	29/06/20	27/07/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	27/07/20	20/06/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	20/06/22	27/06/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	27/06/22	11/07/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	11/07/22	25/07/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	25/07/22	5/09/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	5/09/22	7/11/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	7/11/22	23/10/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	23/10/23	30/10/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	30/10/23	12/08/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	12/06/06	12/08/24	7251	days out of 7412 invested (98%)							5,760		586,036	23

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	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	28/04/08	23/06/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	30/06/08	11/08/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	8/09/08	30/03/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	19/12/11	20/10/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	11/02/19	2/03/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	26/06/06	21/01/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	22/06/20	29/06/20	7	38,817.60	38,988.78		171.18	0.44
	long	27/07/20	20/06/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	6/09/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	25/07/22	5/09/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	30/10/23	12/08/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	6/04/09	13/04/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	19/12/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	28/03/16	18/04/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	25/04/16	16/05/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	30/08/10	6/09/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	7/11/22	23/10/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	11/07/22	25/07/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	5/09/22	7/11/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	10/11/14	24/08/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	15/10/18	12/11/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	5/03/18	23/04/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	13/04/09	30/08/10	504	3,972.34	4,194.41		222.07	5.59
	short	20/10/14	10/11/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
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	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	29/06/20	27/07/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	21/04/08	28/04/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	23/06/08	30/06/08	7	10,467.67	10,510.69		43.02	0.41
	short	24/08/15	26/10/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	14/12/15	28/12/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	4/01/16	25/01/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	20/06/22	27/06/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	23/10/23	30/10/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	10/12/18	11/02/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	11/08/08	8/09/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	30/03/09	6/04/09	7	3,294.67	3,535.06		240.39	7.30
	long	12/11/18	10/12/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	23/04/18	15/10/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	26/10/15	14/12/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	28/12/15	4/01/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	25/01/16	28/03/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	18/04/16	25/04/16	7	6,651.47	6,705.15		53.68	0.81
	long	16/05/16	5/03/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	27/06/22	11/07/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

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.


	is taking down something concerning