Share-o-matic - Assessment HDAX

Assessment - HDAX in Euro - 18/03/24 - RS = 24

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/03/24	Δwk	2/10/23	prc diff	⇓ Δ24	⇓∅-RS
		HDAX	9,358.980	12/08/24	-0.01	9,560.550		8,237.470	1,323.080	16.06	10.53
	L	Siemens Energy	24.250	12/08/24	0.25	14.830		12.135	2.695	22.21	4.92
	L	Süss MicroTec	56.300	12/08/24	0.72	37.300		21.800	15.500	71.10	53.48
	L	Fresenius	30.890	12/08/24		25.160		28.400	-3.240	-11.41	-5.97
		TAG Immobilien	14.110	12/08/24	-1.33	11.570		9.876	1.694	17.15	20.51
		Vonovia	29.070	12/08/24	-1.32	24.740		22.820	1.920	8.41	14.59
	L	Cancom	30.360	12/08/24	-0.52	25.940		24.720	1.220	4.94	-5.13
		MTU Aero Engines	258.600	12/08/24	0.23	224.300		169.450	54.850	32.37	9.14
		LEG Immobilien	83.500	12/08/24	-2.36	72.440		64.760	7.680	11.86	17.33
		Rheinmetall	546.000	12/08/24	1.41	477.100		239.500	237.600	99.21	72.80
	L	Deutsche Telekom	24.730	12/08/24	0.49	21.685		19.926	1.759	8.83	3.05
		Nordex	13.140	12/08/24	-2.81	11.660		11.280	0.380	3.37	6.87
	L	Eckert & Ziegler	42.420	12/08/24	1.34	37.980		32.380	5.600	17.29	-1.46
		Covestro	53.740	12/08/24	-0.11	48.400		50.740	-2.340	-4.61	5.92
		SAP	189.300	12/08/24	-0.33	172.220		122.860	49.360	40.18	31.10
	L	Merck (EMD)	166.750	12/08/24	0.36	156.400		154.500	1.900	1.23	0.29
		Evonik Industries	18.085	12/08/24	-0.14	17.020		16.985	0.035	0.21	-5.05
		Adidas	212.400	12/08/24	-1.03	200.100		164.600	35.500	21.57	16.21
	L	Henkel	78.060	12/08/24	0.75	73.740		67.580	6.160	9.12	3.21
		Ströer Media	57.950	12/08/24	0.09	55.000		42.140	12.860	30.52	16.02
	L	RWE	32.360	12/08/24	1.70	30.940		34.040	-3.100	-9.11	-17.51
		Commerzbank	12.420	12/08/24	0.89	11.880		10.515	1.365	12.98	14.54
		PNE Wind	14.300	12/08/24	-0.42	13.740		13.080	0.660	5.05	3.91
		GEA Group	40.280	12/08/24	0.55	38.770		34.380	4.390	12.77	4.59
		Knorr-Bremse	70.800	12/08/24	1.36	68.500		59.320	9.180	15.48	13.40
		⇓instrument	freshest		⇓ Δday	18/03/24	Δwk	2/10/23	prc diff	⇓ Δ24	⇓∅-RS
	L	Symrise	111.550	12/08/24	0.13	108.850		89.420	19.430	21.73	11.83
	L	Nagarro	75.900	12/08/24	-0.20	74.350		71.100	3.250	4.57	-8.67
		Nemetschek	87.400	12/08/24	0.52	85.660		58.760	26.900	45.78	23.20
	L	Qiagen	41.330	12/08/24	-0.65	40.620		39.340	1.280	3.25	-0.98
	L	Aurubis	64.400	12/08/24	1.02	63.440		69.020	-5.580	-8.08	-14.12
		Zalando	22.880	12/08/24	0.39	22.560		21.610	0.950	4.40	-7.65
		Morphosys	67.250	2/08/24		66.400		24.910	41.490	166.56	148.41
		Atoss	135.800	12/08/24	0.74	134.750		98.500	36.250	36.80	30.03
		Encavis	17.000	12/08/24		16.880		12.865	4.015	31.21	20.98
		Deutsche Börse	185.150	12/08/24	0.54	185.050		160.800	24.250	15.08	7.27
		Hella	86.300	12/08/24	0.23	86.400		68.700	17.700	25.76	15.56
		CTS Eventim	77.000	12/08/24	-0.32	77.150		53.400	23.750	44.48	27.75
		Freenet	25.020	12/08/24	1.46	25.080		22.380	2.700	12.06	5.01
		Scout24	68.550	12/08/24	0.51	69.040		64.380	4.660	7.24	12.96
	L	Bayer	25.960	12/08/24	-0.04	26.215		44.865	-18.650	-41.57	-37.28
		Redcare Pharmacy	139.000	12/08/24	0.36	140.850		102.700	38.150	37.15	32.58
		Jenoptik	28.420	12/08/24	3.42	28.800		23.200	5.600	24.14	5.39
		Hensoldt	34.640	12/08/24	0.99	35.120		27.120	8.000	29.50	18.99
		Deutsche Bank	13.308	12/08/24	0.14	13.506		10.116	3.390	33.51	29.05
	L	Münchener Rück	439.200	12/08/24	1.01	445.800		368.400	77.400	21.01	23.68
		E.on	12.325	12/08/24	0.78	12.580		10.895	1.685	15.47	8.35
		Hochtief	104.300	12/08/24	-1.23	106.700		93.000	13.700	14.73	18.82
		Allianz	255.900	12/08/24		266.200		222.700	43.500	19.53	18.32
		Talanx	66.500	12/08/24	1.92	69.350		59.750	9.600	16.07	22.58
		Fresenius MedCare	33.130	12/08/24	-1.31	34.900		40.540	-5.640	-13.91	-11.61
		⇓instrument	freshest		⇓ Δday	18/03/24	Δwk	2/10/23	prc diff	⇓ Δ24	⇓∅-RS
		Heidelberg Materials	87.640	12/08/24	-0.81	92.380		72.420	19.960	27.56	25.02
	L	Infineon	30.280	12/08/24	0.36	32.000		31.410	0.590	1.88	-6.05
		Deutsche Post	36.040	12/08/24	-0.36	38.535		37.975	0.560	1.47	-8.95
	L	Beiersdorf	124.550	12/08/24	-1.11	133.500		121.950	11.550	9.47	6.69
		Hannover Rück	227.400	12/08/24	5.23	244.400		205.700	38.700	18.81	20.10
		RTL Group	28.350	12/08/24	1.25	30.480		31.940	-1.460	-4.57	-15.40
	S	TeamViewer	12.400	12/08/24	-1.27	13.465		15.800	-2.335	-14.78	-9.17
		Gerresheimer	97.300	12/08/24	-1.47	106.100		97.450	8.650	8.88	7.88
		Siemens Healthineers	50.280	12/08/24	0.08	55.500		48.070	7.430	15.46	8.71
		Fuchs	38.320	12/08/24	-0.62	42.400		35.820	6.580	18.37	12.73
		Jungheinrich	28.020	12/08/24	-0.85	31.060		28.600	2.460	8.60	1.73
		Lanxess	22.630	12/08/24	-1.91	25.190		22.880	2.310	10.10	-8.47
		Befesa	26.540	12/08/24	0.15	29.760		27.900	1.860	6.67	-10.21
	S	Siltronic	73.500	12/08/24	0.75	82.550		79.950	2.600	3.25	6.79
	S	Continental	58.860	12/08/24	0.34	67.140		67.240	-0.100	-0.15	-2.07
		K+S	11.430	12/08/24	-0.52	13.070		16.775	-3.705	-22.09	-16.49
		Energiekontor	58.500	12/08/24	-2.34	67.900		75.500	-7.600	-10.07	-7.62
		Fraport	44.240	12/08/24	-0.58	51.580		48.920	2.660	5.44	4.09
		Siemens	157.200	12/08/24	0.01	183.620		134.440	49.180	36.58	22.79
	L	Puma	34.810	12/08/24	-0.29	40.820		59.420	-18.600	-31.30	-20.78
	L	Delivery Hero	20.860	12/08/24	-3.07	24.510		27.655	-3.145	-11.37	-16.62
	S	BASF	41.280	12/08/24	-0.22	49.005		41.890	7.115	16.98	7.77
		Airbus	133.760	12/08/24	-0.45	163.220		125.560	37.660	29.99	22.95
	S	Brenntag	63.820	12/08/24	0.22	78.220		72.880	5.340	7.33	5.14
	S	Deutsche Lufthansa	5.542	12/08/24	-1.21	6.829		7.460	-0.631	-8.46	-17.31
		⇓instrument	freshest		⇓ Δday	18/03/24	Δwk	2/10/23	prc diff	⇓ Δ24	⇓∅-RS
	S	Volkswagen	93.500	12/08/24	-0.47	115.420		109.000	6.420	5.89	-0.36
		Porsche Automobil	38.460	12/08/24	-0.57	48.340		46.650	1.690	3.62	-1.31
		Kontron	16.750	12/08/24	0.30	21.100		18.170	2.930	16.13	7.66
	S	Bechtle	38.960	12/08/24	-1.86	49.150		43.850	5.300	12.09	15.43
		Wacker Chemie	84.060	12/08/24	-0.33	106.250		129.000	-22.750	-17.64	-12.80
	S	Mercedes-Benz	57.480	12/08/24	-0.57	73.360		65.610	7.750	11.81	10.38
		HelloFresh	5.400	12/08/24	7.14	6.894		27.930	-21.036	-75.32	-62.15
		United Internet	17.050	12/08/24	0.89	21.780		20.500	1.280	6.24	24.51
		1&1	12.560	12/08/24	-0.63	16.820		15.860	0.960	6.05	27.25
	S	BMW	78.980	12/08/24	-0.90	105.980		96.170	9.810	10.20	5.52
	S	Porsche	65.680	12/08/24	-0.97	91.840		89.560	2.280	2.55	-3.82
		Aixtron	18.340	12/08/24	-2.19	25.790		34.290	-8.500	-24.79	-17.83
		Daimler Truck	33.000	12/08/24	-0.87	46.860		32.770	14.090	43.00	46.62
	S	Stabilus	41.550	12/08/24	-1.42	59.550		52.400	7.150	13.65	3.16
	S	Sixt	60.750	12/08/24	-2.49	87.350		90.950	-3.600	-3.96	-11.74
		Kion Group	33.700	12/08/24	2.09	48.910		35.670	13.240	37.12	36.61
		thyssenkrupp	3.320	12/08/24	-1.63	4.828		7.192	-2.364	-32.87	-24.59
	S	Hugo Boss	36.400	12/08/24	-3.50	53.640		59.760	-6.120	-10.24	-17.00
	S	Sartorius	241.100	12/08/24	-2.90	356.100		313.600	42.500	13.55	10.44
		Compugroup Medical	14.960	12/08/24	-1.97	27.420		37.220	-9.800	-26.33	-31.58
	S	Carl Zeiss Meditec	60.350	12/08/24	-5.33	120.000		79.180	40.820	51.55	21.80
	S	Evotec	5.390	12/08/24	-2.88	13.145		17.935	-4.790	-26.71	-27.73
	S	SMA Solar	21.900	12/08/24	-1.26	54.850		58.150	-3.300	-5.67	-19.95
HDAX - 97 out of 96 instruments rated - 18/03/24 / 2/10/23 - 74 did rise, Market-Ratio(24) in EUR = 76.29 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	HDAX RS = 24 - B/S = 65/40

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

Transactions HDAX in Euro * A24 - 65/40 (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		17/07/06	196		- cash -
short	17/07/06	6/11/06	112		Dialog Semiconductor	100	7,462	1.340	1.220	1.472	0.132	10	10,983	36
long	6/11/06	22/10/07	350		Wirecard	100	2,182	5.032	8.800		3.768	75	19,205	79
short	22/10/07	4/05/09	560		Pro7-Sat1	100	993	19.340	2.360	158.490	139.150	719	157,381	294
long	4/05/09	1/08/11	819		Dialog Semiconductor	100	114,044	1.380	14.160		12.780	926	1,614,863	182
short	1/08/11	23/01/12	175		Commerzbank	100	85,892	18.801	14.511	24.359	5.558	30	2,092,277	72
long	23/01/12	4/08/14	924		Dürr	100	229,290	9.125	28.230		19.105	209	6,472,862	56
short	4/08/14	12/01/15	161		Südzucker	100	497,147	13.020	11.160	15.190	2.170	17	7,551,671	42
long	12/01/15	24/08/15	224		Ströer Media	100	306,791	24.615	47.670		23.055	94	14,624,738	194
short	24/08/15	23/11/15	91		RWE	100	1,106,258	13.220	10.895	16.041	2.821	21	17,745,713	117
long	23/11/15	18/01/16	56		SMA Solar	100	371,443	47.775	41.200		-6.575	-14	15,303,475	-62
short	18/01/16	14/03/16	56		Aixtron	100	4,637,416	3.300	3.331	3.269	-0.031	-1	15,159,715	-6
long	14/03/16	11/04/16	28		SMA Solar	100	348,499	43.500	45.160		1.660	4	15,738,223	63
short	11/04/16	25/07/16	105		Deutsche Bank	100	1,259,551	12.495	11.745	13.293	0.798	6	16,742,841	24
long	25/07/16	25/06/18	700		Adidas	100	120,365	139.100	187.000		47.900	34	22,508,325	17
short	25/06/18	15/04/19	294		Dialog Semiconductor	100	1,648,357	13.655	32.000	0.000	-13.655	-100	10	-100
long	15/04/19	14/10/19	182		Dialog Semiconductor	100	0	32.000	42.450		10.450	33	10	0
short	14/10/19	28/10/19	14		Hugo Boss	100	0	37.600	38.040	37.160	-0.440	-1	10	0
long	28/10/19	2/03/20	126		RIB Software	100	0	22.860	28.660		5.800	25	10	0
short	2/03/20	24/08/20	175		K+S	100	1	7.160	6.520	7.863	0.703	10	11	22
long	24/08/20	24/01/22	518		HelloFresh	100	0	44.960	53.000		8.040	18	11	0
short	24/01/22	6/02/23	378		Morphosys	100	0	25.450	19.050	34.000	8.550	34	11	0
long	6/02/23	7/08/23	182		SMA Solar	100	0	77.850	85.200		7.350	9	11	0
short	7/08/23	4/03/24	210		Adtran	100	1	6.522	5.542	7.675	1.153	18	12	33
long	4/03/24	1/07/24	119		Morphosys	100	0	65.220	67.600		2.380	4	12	0
accum	17/07/06	1/07/24	7327	days out of 7523 invested (97%)							-100		12	-29

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Pro7-Sat1	short	22/10/07	4/05/09	560	19.34	2.36	158.49	139.15	719.49	719.49
Dürr	long	23/01/12	4/08/14	924	9.13	28.23		19.11	209.37	209.37
Ströer Media	long	12/01/15	24/08/15	224	24.62	47.67		23.06	93.66	93.66
Wirecard	long	6/11/06	22/10/07	350	5.03	8.80		3.77	74.88	74.88
Morphosys	short	24/01/22	6/02/23	378	25.45	19.05	34.00	8.55	33.60
	long	4/03/24	1/07/24	119	65.22	67.60		2.38	3.65	38.47
Adidas	long	25/07/16	25/06/18	700	139.10	187.00		47.90	34.44	34.44
Commerzbank	short	1/08/11	23/01/12	175	18.80	14.51	24.36	5.56	29.56	29.56
RIB Software	long	28/10/19	2/03/20	126	22.86	28.66		5.80	25.37	25.37
RWE	short	24/08/15	23/11/15	91	13.22	10.90	16.04	2.82	21.34	21.34
HelloFresh	long	24/08/20	24/01/22	518	44.96	53.00		8.04	17.88	17.88
Adtran	short	7/08/23	4/03/24	210	6.52	5.54	7.68	1.15	17.68	17.68
Südzucker	short	4/08/14	12/01/15	161	13.02	11.16	15.19	2.17	16.67	16.67
K+S	short	2/03/20	24/08/20	175	7.16	6.52	7.86	0.70	9.82	9.82
Deutsche Bank	short	11/04/16	25/07/16	105	12.50	11.75	13.29	0.80	6.38	6.38
Aixtron	short	18/01/16	14/03/16	56	3.30	3.33	3.27	-0.03	-0.94	-0.94
Hugo Boss	short	14/10/19	28/10/19	14	37.60	38.04	37.16	-0.44	-1.17	-1.17
SMA Solar	long	23/11/15	18/01/16	56	47.78	41.20		-6.58	-13.76
	long	14/03/16	11/04/16	28	43.50	45.16		1.66	3.82
	long	6/02/23	7/08/23	182	77.85	85.20		7.35	9.44	-2.02
Dialog Semiconductor	short	17/07/06	6/11/06	112	1.34	1.22	1.47	0.13	9.84
	long	4/05/09	1/08/11	819	1.38	14.16		12.78	926.09
	short	25/06/18	15/04/19	294	13.66	32.00	0.00	-13.65	-100.00
	long	15/04/19	14/10/19	182	32.00	42.45		10.45	32.66	-99.99

Annotations

12/08/24	Morphosys	acquired by Novartis
4/04/22	Hella	acquired by Faurecia
16/09/21	Continental	spin-off drive technology: one additional Vitesco for five Continental
16/08/21	Bechtle	stock split 1:3 (three for one)
28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
16/07/18	Cancom	stock split 1:2 (another one for one)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
24/07/17	Bechtle	stock split 1:2 (two for one)
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
8/08/16	Capital Stage	acquires Chorus Clean Energy
22/06/16	Jungheinrich	stock split 1:3 (three for one)
13/06/16	Sartorius	stock split 1:4 (four for one)
10/03/16	HDAX	complete analysis after advanced changes in TecDAX and MDAX
9/03/16	K+S	moves from DAX to MDAX
4/03/16	Süss Microtec	returns to the TecDAX
21/12/15	Scout24	entry (SDAX)
	HDAX	MAN, Manz and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Covestro	recording started
	Siltronic	recording started
21/09/15	Lanxess	moves from DAX to MDAX
	Vonovia	moves from MDAX to DAX
2/09/15	Deutsche Annington	changes name to Vonovia
22/08/15	HDAX	complete analysis
30/06/15	Nemetschek	stock split 1:4 (four for one)
21/06/15	Zalando	promotion from SDAX to MDAX
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
19/01/15	Hella	entry


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