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Assessment - STOXX Europe 50 in Pound sterling - 30/10/23 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	30/10/23	Δwk	29/05/23	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	3,792.417	12/08/24	-0.16	3,319.917		3,486.942	-167.025	-4.79	-1.88
	L	ABB	41.494	12/08/24	0.55	27.289		30.165	-2.876	-9.54	-3.18
		SAP	165.255	12/08/24	-0.33	109.646		105.633	4.013	3.80	9.62
		Schneider Electric	184.417	12/08/24	0.38	124.696		142.225	-17.529	-12.32	-4.93
		ASML	684.940	12/08/24	0.08	481.885		586.063	-104.178	-17.78	-6.29
		Novo Nordisk	104.430	12/08/24	-2.80	79.261		66.182	13.079	19.76	28.27
		Safran	167.787	12/08/24	-0.18	129.288		120.627	8.661	7.18	10.93
		Siemens	137.232	12/08/24	0.01	107.988		135.205	-27.218	-20.13	-11.58
		ING Groep	13.297	12/08/24	0.21	10.483		10.369	0.114	1.10	-0.13
	L	AstraZeneca	12,780.000	12/08/24	0.63	10,218.000		11,784.000	-1,566.000	-13.29	-7.99
	L	Prosus	28.677	12/08/24	1.77	23.125		25.212	-2.087	-8.28	-10.94
		RELX	3,531.000	12/08/24	0.57	2,856.000		2,487.000	369.000	14.84	13.53
		EssilorLuxottica	180.969	12/08/24	-0.58	146.905		151.985	-5.079	-3.34	-1.61
	L	Richemont	116.886	12/08/24	1.22	95.506		133.997	-38.491	-28.73	-17.91
	L	Unilever Plc	4,714.000	12/08/24	-0.34	3,862.500		4,169.000	-306.500	-7.35	-6.40
	L	Deutsche Telekom	21.589	12/08/24	0.49	17.874		18.248	-0.374	-2.05	1.69
		UBS	22.657	12/08/24	0.44	19.384		16.036	3.348	20.88	15.29
	L	Iberdrola	10.567	12/08/24	0.29	9.083		9.932	-0.849	-8.55	-5.15
		Axa	28.241	12/08/24	-0.77	24.304		23.618	0.686	2.91	1.51
		Allianz	223.396	12/08/24		192.972		180.057	12.915	7.17	4.12
	L	Münchener Rück	383.413	12/08/24	1.01	331.383		289.738	41.645	14.37	16.06
	L	Roche	253.283	12/08/24	0.25	220.005		260.206	-40.201	-15.45	-10.79
		Banco Santander	3.570	12/08/24	-0.24	3.116		2.724	0.392	14.41	10.91
		Hermes International	1,751.198	12/08/24	-0.50	1,529.810		1,688.505	-158.695	-9.40	0.88
	L	BAT	2,801.000	12/08/24		2,449.500		2,670.000	-220.500	-8.26	-14.12
		⇓instrument	freshest		⇓ Δday	30/10/23	Δwk	29/05/23	prc diff	⇓ Δ22	⇓∅-RS
	L	Novartis	88.202	12/08/24	0.16	77.161		79.583	-2.422	-3.04	0.70
		Sanofi	83.518	12/08/24	-0.60	73.453		85.760	-12.307	-14.35	-10.63
		BNP Paribas	51.724	12/08/24		46.896		48.622	-1.725	-3.55	-5.60
	L	HSBC	643.900	12/08/24	0.22	587.300		610.800	-23.500	-3.85	1.86
		Enel	5.620	12/08/24	0.44	5.138		5.163	-0.025	-0.48	4.53
		Anheuser-Busch InBev	48.188	12/08/24	-0.47	44.391		45.892	-1.501	-3.27	-5.88
	L	Zurich Insurance	423.689	12/08/24	0.85	390.410		380.955	9.455	2.48	2.13
		GSK	1,572.000	12/08/24	0.42	1,452.400		1,392.200	60.200	4.32	2.04
		Airbus	116.770	12/08/24	-0.45	110.170		108.580	1.590	1.46	3.29
		Shell	28.830	12/08/24	0.93	27.237		23.795	3.442	14.46	11.97
	S	Mercedes-Benz	50.179	12/08/24	-0.57	48.520		61.674	-13.154	-21.33	-17.91
	S	Air Liquide	141.685	12/08/24	-0.79	139.485		138.377	1.107	0.80	5.49
	S	National Grid	978.400	12/08/24	-0.04	976.400		1,089.500	-113.100	-10.38	-5.22
	S	Vinci	89.611	12/08/24	-0.77	89.987		94.054	-4.068	-4.32	0.21
	S	BASF	36.037	12/08/24	-0.22	36.386		40.479	-4.093	-10.11	-10.89
		Deutsche Post	31.462	12/08/24	-0.36	31.960		36.263	-4.303	-11.87	-9.75
		TotalEnergies	53.880	12/08/24	0.60	54.989		48.301	6.688	13.85	10.66
		L´Oreal	328.808	12/08/24	-1.59	342.252		353.744	-11.492	-3.25	1.56
	S	LVMH	554.430	12/08/24	-0.14	585.770		728.028	-142.258	-19.54	-13.47
		Rio Tinto	4,942.000	12/08/24	0.56	5,239.000		4,925.000	314.000	6.38	-0.77
		Glencore	410.250	12/08/24	1.27	451.000		422.600	28.400	6.72	-5.35
	L	Nestlé	80.817	12/08/24	-0.40	93.983		100.305	-6.322	-6.30	-2.86
		BP	439.600	12/08/24	1.35	526.700		476.900	49.800	10.44	6.45
	S	Diageo	2,451.500	12/08/24	1.03	3,087.000		3,498.000	-411.000	-11.75	-10.86
		Reckitt Benckiser	4,180.000	12/08/24		5,854.000		6,416.000	-562.000	-8.76	-1.11
		⇓instrument	freshest		⇓ Δday	30/10/23	Δwk	29/05/23	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	22.663	12/08/24	-0.04	35.513		47.105	-11.592	-24.61	-22.42
Europe 50 - 50 out of 50 instruments rated - 30/10/23 / 29/05/23 - 19 did rise, Market-Ratio(22) in GBP = 38.00 %

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	7307	days out of 7468 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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