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

Assessment - STOXX Europe 50 in Pound sterling - 12/06/21 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	7/05/21	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	3,695.194	8/12/24	-0.16	3,115.841		3,032.153	83.688	2.76	5.55
		Novo Nordisk	102.144	8/12/24	-2.80	40.531		30.408	10.123	33.29	34.71
		Safran	163.485	8/12/24	-0.18	88.275		102.932	-14.656	-14.24	-11.29
	L	Münchener Rück	373.584	8/12/24	1.01	212.395		201.016	11.379	5.66	1.28
		Shell	28.091	8/12/24	0.93	16.808		15.007	1.801	12.00	14.04
		SAP	161.019	8/12/24	-0.33	98.925		101.835	-2.911	-2.86	0.12
	L	Deutsche Telekom	21.035	8/12/24	0.49	13.504		15.360	-1.856	-12.08	-5.43
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,363.000		8,678.000	-315.000	-3.63	4.78
		UBS	20.238	8/12/24	0.44	13.381		11.201	2.180	19.46	16.15
		RELX	3,531.000	8/12/24	0.57	2,379.000		1,974.500	404.500	20.49	21.07
	L	HSBC	643.900	8/12/24	0.22	437.300		423.100	14.200	3.36	5.39
		Banco Santander	3.478	8/12/24	-0.24	2.393		2.797	-0.404	-14.43	-8.15
		TotalEnergies	52.499	8/12/24	0.60	36.950		33.154	3.796	11.45	10.77
	L	ABB	37.064	8/12/24	0.55	27.071		24.953	2.117	8.49	14.31
		Schneider Electric	179.689	8/12/24	0.38	137.491		115.676	21.815	18.86	18.08
		Airbus	113.776	8/12/24	-0.45	87.476		96.851	-9.375	-9.68	-1.80
	L	Novartis	78.786	8/12/24	0.16	60.779		65.898	-5.119	-7.77	-5.43
		Hermes International	1,706.304	8/12/24	-0.50	1,326.085		1,044.906	281.180	26.91	40.30
		Axa	27.517	8/12/24	-0.77	21.661		18.761	2.899	15.45	12.59
		BP	439.600	8/12/24	1.35	346.500		324.250	22.250	6.86	13.98
		Allianz	217.669	8/12/24		172.629		183.244	-10.615	-5.79	-2.19
		ING Groep	12.956	8/12/24	0.21	10.615		9.666	0.949	9.82	18.97
	L	Iberdrola	10.297	8/12/24	0.29	8.474		8.933	-0.459	-5.14	-7.38
	L	Unilever Plc	4,714.000	8/12/24	-0.34	3,927.000		4,264.500	-337.500	-7.91	-4.46
	L	Zurich Insurance	378.455	8/12/24	0.85	319.411		288.202	31.209	10.83	4.80
		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	7/05/21	prc diff	⇓ Δ22	⇓∅-RS
		ASML	667.381	8/12/24	0.08	563.437		497.957	65.480	13.15	19.07
	S	Vinci	87.314	8/12/24	-0.77	74.096		78.676	-4.580	-5.82	-3.66
		EssilorLuxottica	176.329	8/12/24	-0.58	152.342		130.510	21.832	16.73	19.47
		Glencore	410.250	8/12/24	1.27	357.200		320.150	37.050	11.57	17.22
		Sanofi	81.377	8/12/24	-0.60	71.748		74.428	-2.680	-3.60	-1.34
	S	Air Liquide	138.052	8/12/24	-0.79	126.535		126.262	0.273	0.22	3.61
		Rio Tinto	4,942.000	8/12/24	0.56	4,592.500		6,040.000	-1,447.500	-23.97	-17.49
	L	BAT	2,801.000	8/12/24		2,625.500		2,828.500	-203.000	-7.18	-2.97
		Anheuser-Busch InBev	46.953	8/12/24	-0.47	44.265		51.766	-7.500	-14.49	-6.16
		Siemens	133.714	8/12/24	0.01	127.029		114.511	12.517	10.93	8.86
		BNP Paribas	50.398	8/12/24		48.773		45.933	2.840	6.18	9.59
		GSK	1,572.000	8/12/24	0.42	1,566.240		1,442.940	123.300	8.55	12.39
	L	Prosus	27.942	8/12/24	1.77	27.866		30.448	-2.582	-8.48	-15.27
		Enel	5.476	8/12/24	0.44	5.719		6.771	-1.053	-15.55	-15.68
	S	National Grid	978.400	8/12/24	-0.04	1,024.800		924.000	100.800	10.91	13.20
	L	Richemont	104.407	8/12/24	1.22	111.940		87.627	24.314	27.75	42.10
		L´Oreal	320.378	8/12/24	-1.59	347.555		319.210	28.345	8.88	14.52
	S	LVMH	540.216	8/12/24	-0.14	586.999		565.876	21.123	3.73	12.40
	L	Roche	226.242	8/12/24	0.25	299.336		274.230	25.106	9.15	14.01
	L	Nestlé	72.189	8/12/24	-0.40	99.162		90.124	9.039	10.03	13.80
		Deutsche Post	30.656	8/12/24	-0.36	44.155		49.976	-5.821	-11.65	2.21
	S	BASF	35.113	8/12/24	-0.22	50.687		57.812	-7.125	-12.32	-11.53
	S	Mercedes-Benz	48.892	8/12/24	-0.57	72.701		65.015	7.685	11.82	17.51
		Reckitt Benckiser	4,180.000	8/12/24		6,220.000		6,485.000	-265.000	-4.09	0.74
	S	Diageo	2,451.500	8/12/24	1.03	3,948.000		3,479.500	468.500	13.46	20.11
		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	7/05/21	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	22.082	8/12/24	-0.04	37.924		44.049	-6.125	-13.90	-13.04
Europe 50 - 50 out of 50 instruments rated - 12/06/21 / 7/05/21 - 29 did rise, Market-Ratio(22) in GBP = 58.00 %

Technical Chart

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

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

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
1/02/06		6/12/06	161		- cash -
short	6/12/06	6/26/06	14		Vodafone	100	8,510	1.175	1.153	1.198	0.023	2	10,195	65
long	6/26/06	1/21/08	574		ABB	100	1,517	6.717	11.078		4.361	65	16,811	37
short	1/21/08	4/21/08	91		UBS	100	896	18.759	17.667	19.918	1.160	6	17,850	27
long	4/21/08	4/28/08	7		Rio Tinto	100	346	51.524	51.433		-0.091	0	17,819	-9
short	4/28/08	6/23/08	56		UBS	100	1,007	17.692	10.780	29.038	11.346	64	29,244	2,427
long	6/23/08	6/30/08	7		Rio Tinto	100	592	49.352	49.641		0.289	1	29,415	36
short	6/30/08	8/11/08	42		UBS	100	2,787	10.551	11.150	9.952	-0.599	-6	27,746	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	1,075	25.810	26.090		0.280	1	28,047	15
short	9/08/08	3/30/09	203		UBS	100	2,285	12.274	6.191	24.334	12.060	98	55,605	242
long	3/30/09	4/06/09	7		AstraZeneca	100	2,364	23.520	23.750		0.230	1	56,149	66
short	4/06/09	4/13/09	7		Lloyds Bank	100	70,450	0.797	0.879	0.715	-0.082	-10	50,372	-100
long	4/13/09	8/30/10	504		Deutsche Bank	100	1,865	27.002	31.697		4.695	17	59,128	12
short	8/30/10	9/06/10	7		BP	100	15,535	3.806	4.065	3.547	-0.259	-7	55,105	-97
long	9/06/10	8/08/11	336		Novo Nordisk	100	9,704	5.678	6.675		0.996	18	64,774	19
short	8/08/11	12/19/11	133		Lloyds Bank	100	197,421	0.328	0.235	0.459	0.131	40	90,577	151
long	12/19/11	10/20/14	1036		Roche	100	832	108.834	176.233		67.398	62	146,652	19
short	10/20/14	11/10/14	21		Deutsche Bank	100	8,596	17.059	16.908	17.213	0.153	1	147,969	17
long	11/10/14	8/24/15	287		Novartis	100	3,047	48.548	50.842		2.293	5	154,957	6
short	8/24/15	10/26/15	63		Rio Tinto	100	7,192	21.545	24.875	18.215	-3.330	-15	131,008	-62
long	10/26/15	12/14/15	49		SAP	100	2,593	50.508	50.391		-0.116	0	130,706	-2
short	12/14/15	12/28/15	14		Rio Tinto	100	7,072	18.480	20.065	16.895	-1.585	-9	119,497	-90
long	12/28/15	1/04/16	7		SAP	100	2,224	53.712	51.940		-1.773	-3	115,555	-83
short	1/04/16	1/25/16	21		Rio Tinto	100	6,073	19.025	16.090	22.495	3.470	18	136,631	1,740
long	1/25/16	3/28/16	63		SAP	100	2,468	55.353	55.616		0.263	0	137,281	3
short	3/28/16	4/18/16	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	4/18/16	4/25/16	7		BAT	100	3,043	42.805	41.625		-1.180	-3	126,696	-77
short	4/25/16	5/16/16	21		Credit Suisse	100	12,135	10.440	9.510	11.460	1.020	10	139,079	406
long	5/16/16	3/05/18	658		BAT	100	3,303	42.097	42.210		0.113	0	139,452	0
short	3/05/18	4/23/18	49		Imperial Brands	100	5,404	25.805	23.955	27.798	1.993	8	150,222	74
long	4/23/18	10/15/18	175		LVMH	100	609	246.313	229.373		-16.939	-7	139,906	-14
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	77,815	1.798	1.715	1.885	0.087	5	146,698	86
long	11/12/18	12/10/18	28		AstraZeneca	100	2,346	62.510	60.070		-2.440	-4	140,974	-40
short	12/10/18	2/11/19	63		Bayer	100	2,563	54.994	59.628	50.360	-4.634	-8	129,097	-40
long	2/11/19	3/02/20	385		Roche	100	614	210.053	257.314		47.261	22	158,115	21
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	3,480	45.423	40.607	50.809	5.387	12	176,861	44
long	6/22/20	6/29/20	7		ASML	100	606	291.385	294.549		3.164	1	178,778	76
short	6/29/20	7/27/20	28		Airbus	100	3,086	57.913	56.558	59.301	1.388	2	183,061	36
long	7/27/20	6/20/22	693		ASML	100	618	295.896	392.595		96.699	33	242,821	16
short	6/20/22	6/27/22	7		Adyen	100	228	1,063.462	1,224.208	902.716	-160.746	-15	206,171	-100
long	6/27/22	7/11/22	14		BAT	100	5,772	35.715	33.890		-1.825	-5	195,637	-75
short	7/11/22	7/25/22	14		Adidas	100	1,416	138.099	149.283	126.916	-11.183	-8	179,802	-89
long	7/25/22	9/05/22	42		Novo Nordisk	100	3,771	47.673	45.389		-2.284	-5	171,188	-35
short	9/05/22	11/07/22	63		Adidas	100	1,367	125.213	100.036	156.727	31.514	25	214,268	267
long	11/07/22	10/23/23	350		BP	100	42,699	5.018	5.322		0.304	6	227,248	6
short	10/23/23	10/30/23	7		Adyen	100	382	594.694	552.596	639.999	45.305	8	244,555	4,498
long	10/30/23	8/12/24	287		Novo Nordisk	100	3,085	79.261	101.590		22.329	28	313,440	37
accum	6/12/06	8/12/24	7334	days out of 7495 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	1/21/08	4/21/08	91	18.76	17.67	19.92	1.16	6.18
	short	4/28/08	6/23/08	56	17.69	10.78	29.04	11.35	64.13
	short	6/30/08	8/11/08	42	10.55	11.15	9.95	-0.60	-5.68
	short	9/08/08	3/30/09	203	12.27	6.19	24.33	12.06	98.26	225.91
Roche	long	12/19/11	10/20/14	1036	108.83	176.23		67.40	61.93
	long	2/11/19	3/02/20	385	210.05	257.31		47.26	22.50	98.36
ABB	long	6/26/06	1/21/08	574	6.72	11.08		4.36	64.93	64.93
Novo Nordisk	long	9/06/10	8/08/11	336	5.68	6.67		1.00	17.55
	long	7/25/22	9/05/22	42	47.67	45.39		-2.28	-4.79
	long	10/30/23	8/12/24	287	79.26	101.59		22.33	28.17	43.44
ASML	long	6/22/20	6/29/20	7	291.39	294.55		3.16	1.09
	long	7/27/20	6/20/22	693	295.90	392.59		96.70	32.68	34.12
Lloyds Bank	short	4/06/09	4/13/09	7	0.80	0.88	0.72	-0.08	-10.29
	short	8/08/11	12/19/11	133	0.33	0.23	0.46	0.13	39.84	25.45
Deutsche Bank	long	4/13/09	8/30/10	504	27.00	31.70		4.69	17.39
	short	10/20/14	11/10/14	21	17.06	16.91	17.21	0.15	0.90	18.44
Adidas	short	7/11/22	7/25/22	14	138.10	149.28	126.92	-11.18	-8.10
	short	9/05/22	11/07/22	63	125.21	100.04	156.73	31.51	25.17	15.03
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	45.42	40.61	50.81	5.39	11.86	11.86
Imperial Brands	short	3/05/18	4/23/18	49	25.81	23.96	27.80	1.99	7.72	7.72
Intesa Sanpaolo	short	10/15/18	11/12/18	28	1.80	1.71	1.89	0.09	4.86	4.86
Novartis	long	11/10/14	8/24/15	287	48.55	50.84		2.29	4.72	4.72
Credit Suisse	short	3/28/16	4/18/16	21	10.05	10.56	9.54	-0.51	-5.10
	short	4/25/16	5/16/16	21	10.44	9.51	11.46	1.02	9.77	4.18
Airbus	short	6/29/20	7/27/20	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	6/12/06	6/26/06	14	1.18	1.15	1.20	0.02	1.95	1.95
BP	short	8/30/10	9/06/10	7	3.81	4.07	3.55	-0.26	-6.81
	long	11/07/22	10/23/23	350	5.02	5.32		0.30	6.06	-1.16
AstraZeneca	long	8/11/08	9/08/08	28	25.81	26.09		0.28	1.08
	long	3/30/09	4/06/09	7	23.52	23.75		0.23	0.98
	long	11/12/18	12/10/18	28	62.51	60.07		-2.44	-3.90	-1.91
SAP	long	10/26/15	12/14/15	49	50.51	50.39		-0.12	-0.23
	long	12/28/15	1/04/16	7	53.71	51.94		-1.77	-3.30
	long	1/25/16	3/28/16	63	55.35	55.62		0.26	0.48	-3.06
LVMH	long	4/23/18	10/15/18	175	246.31	229.37		-16.94	-6.88	-6.88
BAT	long	4/18/16	4/25/16	7	42.81	41.63		-1.18	-2.76
	long	5/16/16	3/05/18	658	42.10	42.21		0.11	0.27
	long	6/27/22	7/11/22	14	35.72	33.89		-1.83	-5.11	-7.48
Rio Tinto	long	4/21/08	4/28/08	7	51.52	51.43		-0.09	-0.18
	long	6/23/08	6/30/08	7	49.35	49.64		0.29	0.59
	short	8/24/15	10/26/15	63	21.55	24.88	18.22	-3.33	-15.46
	short	12/14/15	12/28/15	14	18.48	20.07	16.90	-1.59	-8.58
	short	1/04/16	1/25/16	21	19.03	16.09	22.50	3.47	18.24	-8.23
Bayer	short	12/10/18	2/11/19	63	54.99	59.63	50.36	-4.63	-8.43	-8.43
Adyen	short	6/20/22	6/27/22	7	1,063.46	1,224.21	902.72	-160.75	-15.12
	short	10/23/23	10/30/23	7	594.69	552.60	640.00	45.30	7.62	-8.65

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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