Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - STOXX Europe 50 in Euro - 22/08/22 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	22/08/22	Δwk	21/03/22	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	4,344.220	12/08/24	-0.16	3,655.490		3,673.800	-18.310	-0.50	0.53
		Novo Nordisk	120.057	12/08/24	-2.80	53.964		50.134	3.831	7.64	12.21
		SAP	189.300	12/08/24	-0.33	89.180		101.900	-12.720	-12.48	-15.69
	L	Münchener Rück	439.200	12/08/24	1.01	232.000		235.600	-3.600	-1.53	-3.46
		Safran	192.200	12/08/24	-0.18	107.840		103.560	4.280	4.13	2.92
		ING Groep	15.232	12/08/24	0.21	8.861		9.410	-0.549	-5.83	-18.05
	L	ABB	47.516	12/08/24	0.55	28.743		31.938	-3.194	-10.00	-2.60
		Schneider Electric	211.250	12/08/24	0.38	128.580		150.700	-22.120	-14.68	-8.92
		Banco Santander	4.089	12/08/24	-0.24	2.497		3.129	-0.632	-20.20	-14.92
		UBS	25.945	12/08/24	0.44	15.969		16.971	-1.002	-5.90	1.01
		Siemens	157.200	12/08/24	0.01	103.700		133.080	-29.380	-22.08	-18.60
		ASML	784.600	12/08/24	0.08	525.600		612.700	-87.100	-14.22	-11.01
		Allianz	255.900	12/08/24		173.500		212.350	-38.850	-18.30	-13.04
		Hermes International	2,006.000	12/08/24	-0.50	1,378.000		1,211.000	167.000	13.79	10.10
		RELX	4,184.591	12/08/24	0.57	2,891.646		2,759.857	131.790	4.78	7.39
		Axa	32.350	12/08/24	-0.77	23.780		25.540	-1.760	-6.89	-2.71
		EssilorLuxottica	207.300	12/08/24	-0.58	156.500		165.760	-9.260	-5.59	-4.20
		Enel	6.438	12/08/24	0.44	4.935		5.824	-0.889	-15.26	-21.01
	L	Deutsche Telekom	24.730	12/08/24	0.49	18.988		16.596	2.392	14.41	10.32
		Airbus	133.760	12/08/24	-0.45	103.240		105.320	-2.080	-1.97	-4.03
		BNP Paribas	59.250	12/08/24		46.480		52.710	-6.230	-11.82	-12.77
		Shell	33.025	12/08/24	0.93	26.565		24.150	2.415	10.00	20.45
	S	Air Liquide	162.300	12/08/24	-0.79	132.040		151.260	-19.220	-12.71	-10.12
	L	HSBC	763.086	12/08/24	0.22	637.821		598.327	39.494	6.60	13.80
	L	Novartis	101.003	12/08/24	0.16	85.468		78.409	7.058	9.00	10.06
		⇓instrument	freshest		⇓ Δday	22/08/22	Δwk	21/03/22	prc diff	⇓ Δ22	⇓∅-RS
	L	Unilever Plc	5,586.566	12/08/24	-0.34	4,747.514		4,068.698	678.816	16.68	6.10
	L	Richemont	133.850	12/08/24	1.22	113.908		112.944	0.964	0.85	3.65
		TotalEnergies	61.720	12/08/24	0.60	53.040		45.775	7.265	15.87	15.56
		Sanofi	95.670	12/08/24	-0.60	82.980		93.300	-10.320	-11.06	-9.66
	L	Prosus	32.850	12/08/24	1.77	28.740		23.420	5.320	22.72	3.83
	L	AstraZeneca	15,145.589	12/08/24	0.63	13,557.554		11,504.181	2,053.373	17.85	22.77
	S	Vinci	102.650	12/08/24	-0.77	92.270		92.300	-0.030	-0.03	1.53
	L	Iberdrola	12.105	12/08/24	0.29	10.980		9.756	1.224	12.55	9.34
		GSK	1,862.979	12/08/24	0.42	1,692.087		1,944.910	-252.823	-13.00	-11.01
	L	Zurich Insurance	485.179	12/08/24	0.85	447.384		435.337	12.047	2.77	11.43
		Anheuser-Busch InBev	55.200	12/08/24	-0.47	51.550		54.500	-2.950	-5.41	-1.67
		L´Oreal	376.650	12/08/24	-1.59	361.900		355.150	6.750	1.90	-0.54
	S	Mercedes-Benz	57.480	12/08/24	-0.57	55.910		63.320	-7.410	-11.70	-17.54
	S	BASF	41.280	12/08/24	-0.22	41.180		54.400	-13.220	-24.30	-25.19
		Rio Tinto	5,856.769	12/08/24	0.56	5,854.398		6,934.289	-1,079.891	-15.57	-3.99
		BP	520.970	12/08/24	1.35	532.110		448.029	84.082	18.77	23.08
		Deutsche Post	36.040	12/08/24	-0.36	38.055		45.855	-7.800	-17.01	-17.07
	S	LVMH	635.100	12/08/24	-0.14	682.600		633.200	49.400	7.80	6.25
	L	Roche	290.043	12/08/24	0.25	338.279		357.171	-18.892	-5.29	0.35
		Glencore	486.188	12/08/24	1.27	583.307		594.444	-11.138	-1.87	20.13
	S	National Grid	1,159.503	12/08/24	-0.04	1,404.345		1,349.343	55.002	4.08	12.43
	L	BAT	3,319.468	12/08/24		4,158.519		3,780.167	378.352	10.01	16.82
	L	Nestlé	92.546	12/08/24	-0.40	122.407		117.127	5.279	4.51	7.32
	S	Diageo	2,905.275	12/08/24	1.03	4,658.632		4,435.484	223.148	5.03	6.18
		Reckitt Benckiser	4,953.722	12/08/24		7,994.691		6,925.926	1,068.765	15.43	11.67
		⇓instrument	freshest		⇓ Δday	22/08/22	Δwk	21/03/22	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	25.960	12/08/24	-0.04	53.410		58.660	-5.250	-8.95	0.42
Europe 50 - 50 out of 50 instruments rated - 22/08/22 / 21/03/22 - 23 did rise, Market-Ratio(22) in EUR = 46.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Euro * 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	5,845	1.711	1.675	1.748	0.037	2	10,216	75
long	26/06/06	21/01/08	574		ABB	100	1,046	9.760	14.819		5.059	52	15,507	30
short	21/01/08	21/04/08	91		UBS	100	618	25.092	22.315	28.215	3.123	12	17,437	60
long	21/04/08	28/04/08	7		Rio Tinto	100	267	65.080	65.345		0.265	0	17,508	24
short	28/04/08	23/06/08	56		UBS	100	778	22.478	13.648	37.019	14.541	65	28,821	2,484
long	23/06/08	30/06/08	7		Rio Tinto	100	461	62.486	62.709		0.223	0	28,924	20
short	30/06/08	11/08/08	42		UBS	100	2,170	13.328	14.273	12.384	-0.944	-7	26,875	-47
long	11/08/08	8/09/08	28		AstraZeneca	100	813	33.039	32.306		-0.733	-2	26,279	-25
short	8/09/08	30/03/09	203		UBS	100	1,729	15.198	6.668	34.638	19.441	128	59,892	340
long	30/03/09	6/04/09	7		AstraZeneca	100	2,364	25.334	26.133		0.799	3	61,782	405
short	6/04/09	13/04/09	7		Lloyds Bank	100	70,448	0.877	0.978	0.776	-0.101	-12	54,647	-100
long	13/04/09	30/08/10	504		Deutsche Bank	100	1,818	30.053	38.566		8.513	28	70,124	20
short	30/08/10	6/09/10	7		BP	100	15,143	4.631	4.871	4.391	-0.240	-5	66,492	-94
long	6/09/10	8/08/11	336		Novo Nordisk	100	9,772	6.804	7.659		0.855	13	74,850	14
short	8/08/11	19/12/11	133		Lloyds Bank	100	198,815	0.376	0.280	0.507	0.130	35	100,760	126
long	19/12/11	20/10/14	1036		Roche	100	776	129.719	222.572		92.853	72	172,814	21
short	20/10/14	10/11/14	21		Deutsche Bank	100	8,021	21.545	21.563	21.527	-0.018	0	172,670	-1
long	10/11/14	24/08/15	287		Novartis	100	2,788	61.916	69.088		7.172	12	192,665	15
short	24/08/15	26/10/15	63		Rio Tinto	100	6,580	29.277	34.539	24.015	-5.262	-18	158,041	-68
long	26/10/15	14/12/15	49		SAP	100	2,253	70.130	69.400		-0.730	-1	156,397	-7
short	14/12/15	28/12/15	14		Rio Tinto	100	6,145	25.451	27.218	23.684	-1.767	-7	145,540	-85
long	28/12/15	4/01/16	7		SAP	100	1,997	72.860	70.580		-2.280	-3	140,986	-81
short	4/01/16	25/01/16	21		Rio Tinto	100	5,453	25.853	21.127	31.636	5.783	22	172,523	3,241
long	25/01/16	28/03/16	63		SAP	100	2,373	72.680	70.840		-1.840	-3	168,157	-14
short	28/03/16	18/04/16	21		Credit Suisse	100	13,140	12.797	13.328	12.266	-0.531	-4	161,173	-52
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	2,982	54.033	53.496		-0.537	-1	159,571	-41
short	25/04/16	16/05/16	21		Credit Suisse	100	11,893	13.417	12.098	14.880	1.463	11	176,969	504
long	16/05/16	5/03/18	658		BAT	100	3,304	53.552	47.374		-6.178	-12	156,558	-7
short	5/03/18	23/04/18	49		Imperial Brands	100	5,405	28.962	27.333	30.688	1.726	6	165,886	54
long	23/04/18	15/10/18	175		LVMH	100	590	281.050	260.450		-20.600	-7	153,732	-15
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	75,303	2.042	1.960	2.126	0.085	4	160,110	70
long	12/11/18	10/12/18	28		AstraZeneca	100	2,240	71.460	66.412		-5.049	-7	148,801	-62
short	10/12/18	11/02/19	63		Bayer	100	2,447	60.800	68.170	53.430	-7.370	-12	130,767	-53
long	11/02/19	2/03/20	385		Roche	100	544	240.143	294.575		54.432	23	160,378	21
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	3,084	52.000	44.950	60.156	8.156	16	185,530	61
long	22/06/20	29/06/20	7		ASML	100	575	322.550	322.200		-0.350	0	185,329	-6
short	29/06/20	27/07/20	28		Airbus	100	2,925	63.350	61.920	64.813	1.463	2	189,608	35
long	27/07/20	20/06/22	693		ASML	100	585	323.950	457.250		133.300	41	267,588	20
short	20/06/22	27/06/22	7		Adyen	100	216	1,238.600	1,419.800	1,057.400	-181.200	-15	228,449	-100
long	27/06/22	11/07/22	14		BAT	100	5,515	41.421	40.020		-1.401	-3	220,723	-59
short	11/07/22	25/07/22	14		Adidas	100	1,353	163.080	176.020	150.140	-12.940	-8	203,216	-88
long	25/07/22	5/09/22	42		Novo Nordisk	100	3,615	56.211	52.634		-3.578	-6	190,282	-44
short	5/09/22	7/11/22	63		Adidas	100	1,310	145.200	114.960	183.395	38.195	26	240,317	287
long	7/11/22	23/10/23	350		BP	100	41,673	5.767	6.105		0.338	6	254,423	6
short	23/10/23	30/10/23	7		Adyen	100	372	682.200	633.000	735.224	53.024	8	274,148	4,855
long	30/10/23	12/08/24	287		Novo Nordisk	100	3,019	90.794	119.733		28.940	32	361,516	42
accum	12/06/06	12/08/24	7260	days out of 7421 invested (98%)							3,515		361,516	20

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	25.09	22.31	28.21	3.12	12.45
	short	28/04/08	23/06/08	56	22.48	13.65	37.02	14.54	64.69
	short	30/06/08	11/08/08	42	13.33	14.27	12.38	-0.94	-7.08
	short	8/09/08	30/03/09	203	15.20	6.67	34.64	19.44	127.92	292.18
Roche	long	19/12/11	20/10/14	1036	129.72	222.57		92.85	71.58
	long	11/02/19	2/03/20	385	240.14	294.57		54.43	22.67	110.47
ABB	long	26/06/06	21/01/08	574	9.76	14.82		5.06	51.83	51.83
ASML	long	22/06/20	29/06/20	7	322.55	322.20		-0.35	-0.11
	long	27/07/20	20/06/22	693	323.95	457.25		133.30	41.15	41.00
Novo Nordisk	long	6/09/10	8/08/11	336	6.80	7.66		0.86	12.57
	long	25/07/22	5/09/22	42	56.21	52.63		-3.58	-6.36
	long	30/10/23	12/08/24	287	90.79	119.73		28.94	31.87	39.00
Deutsche Bank	long	13/04/09	30/08/10	504	30.05	38.57		8.51	28.33
	short	20/10/14	10/11/14	21	21.55	21.56	21.53	-0.02	-0.08	28.22
Lloyds Bank	short	6/04/09	13/04/09	7	0.88	0.98	0.78	-0.10	-11.55
	short	8/08/11	19/12/11	133	0.38	0.28	0.51	0.13	34.62	19.07
Adidas	short	11/07/22	25/07/22	14	163.08	176.02	150.14	-12.94	-7.93
	short	5/09/22	7/11/22	63	145.20	114.96	183.39	38.19	26.30	16.28
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	52.00	44.95	60.16	8.16	15.68	15.68
Novartis	long	10/11/14	24/08/15	287	61.92	69.09		7.17	11.58	11.58
Credit Suisse	short	28/03/16	18/04/16	21	12.80	13.33	12.27	-0.53	-4.15
	short	25/04/16	16/05/16	21	13.42	12.10	14.88	1.46	10.90	6.30
Imperial Brands	short	5/03/18	23/04/18	49	28.96	27.33	30.69	1.73	5.96	5.96
Intesa Sanpaolo	short	15/10/18	12/11/18	28	2.04	1.96	2.13	0.08	4.15	4.15
Airbus	short	29/06/20	27/07/20	28	63.35	61.92	64.81	1.46	2.31	2.31
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	1.71	1.67	1.75	0.04	2.16	2.16
BP	short	30/08/10	6/09/10	7	4.63	4.87	4.39	-0.24	-5.18
	long	7/11/22	23/10/23	350	5.77	6.11		0.34	5.87	0.39
Rio Tinto	long	21/04/08	28/04/08	7	65.08	65.35		0.26	0.41
	long	23/06/08	30/06/08	7	62.49	62.71		0.22	0.36
	short	24/08/15	26/10/15	63	29.28	34.54	24.02	-5.26	-17.97
	short	14/12/15	28/12/15	14	25.45	27.22	23.68	-1.77	-6.94
	short	4/01/16	25/01/16	21	25.85	21.13	31.64	5.78	22.37	-5.88
AstraZeneca	long	11/08/08	8/09/08	28	33.04	32.31		-0.73	-2.22
	long	30/03/09	6/04/09	7	25.33	26.13		0.80	3.16
	long	12/11/18	10/12/18	28	71.46	66.41		-5.05	-7.07	-6.26
SAP	long	26/10/15	14/12/15	49	70.13	69.40		-0.73	-1.04
	long	28/12/15	4/01/16	7	72.86	70.58		-2.28	-3.13
	long	25/01/16	28/03/16	63	72.68	70.84		-1.84	-2.53	-6.56
LVMH	long	23/04/18	15/10/18	175	281.05	260.45		-20.60	-7.33	-7.33
Adyen	short	20/06/22	27/06/22	7	1,238.60	1,419.80	1,057.40	-181.20	-14.63
	short	23/10/23	30/10/23	7	682.20	633.00	735.22	53.02	7.77	-7.99
Bayer	short	10/12/18	11/02/19	63	60.80	68.17	53.43	-7.37	-12.12	-12.12
BAT	long	18/04/16	25/04/16	7	54.03	53.50		-0.54	-0.99
	long	16/05/16	5/03/18	658	53.55	47.37		-6.18	-11.54
	long	27/06/22	11/07/22	14	41.42	40.02		-1.40	-3.38	-15.38

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