Share-o-matic - Assessment BAX (Bayrischer Aktienindex)

Assessment - Bayrischer Aktienindex in Dollar - 25/03/24 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	25/03/24	⇓ Δwk	30/10/23	prc diff	⇓ Δ21	∅-RS
		BAX	869.239	12/08/24	-0.03	938.205		757.419	180.787	23.87	7.53
		Morphosys	72.892	2/08/24		72.794		31.681	41.113	129.77	143.96
		Traton	28.940	12/08/24		37.199		19.805	17.394	87.83	68.89
	S	Medigene	1.192	12/08/24	0.46	2.948		1.603	1.346	83.96	62.75
		Hensoldt	37.546	12/08/24	0.99	44.266		29.718	14.548	48.95	38.17
		Mutares	33.872	12/08/24	0.16	38.045		29.718	8.327	28.02	33.12
		Nemetschek	94.732	12/08/24	0.52	97.940		72.575	25.365	34.95	28.78
		Atoss	147.192	12/08/24	0.74	145.512		103.588	41.924	40.47	28.10
		Allianz	277.367	12/08/24		298.287		234.611	63.675	27.14	21.63
		CTS Eventim	83.460	12/08/24	-0.32	79.937		60.444	19.493	32.25	21.51
	L	Münchener Rück	476.044	12/08/24	1.01	473.226		402.888	70.338	17.46	20.22
	L	Siemens Energy	26.284	12/08/24	0.25	17.949		8.954	8.996	100.47	17.71
		Adidas	230.218	12/08/24	-1.03	221.059		176.651	44.408	25.14	17.60
		Rational	939.191	12/08/24	1.40	820.505		556.147	264.357	47.53	17.02
		Siemens	170.388	12/08/24	0.01	188.662		131.289	57.373	43.70	15.81
		Krones	127.682	12/08/24	0.68	132.343		96.211	36.132	37.55	15.40
		MTU Aero Engines	280.294	12/08/24	0.23	251.354		188.549	62.805	33.31	12.87
		Scout24	74.301	12/08/24	0.51	73.813		61.516	12.297	19.99	10.70
	L	WashTec	39.454	12/08/24	-0.27	41.513		31.841	9.672	30.38	10.09
	S	Siltronic	79.666	12/08/24	0.75	92.402		85.014	7.387	8.69	9.79
	S	Schaeffler	5.036	12/08/24	0.17	6.785		5.097	1.689	33.13	9.10
		Siemens Healthineers	54.498	12/08/24	0.08	59.896		48.578	11.318	23.30	8.06
	S	BMW	85.606	12/08/24	-0.90	115.152		93.091	22.061	23.70	5.56
		Synlab	11.988	12/08/24	1.10	11.294		10.481	0.813	7.76	4.20
		Stemmer Imaging	52.135	12/08/24	-0.21	36.527		26.852	9.675	36.03	2.05
		⇓instrument	freshest		⇓ Δday	25/03/24	⇓ Δwk	30/10/23	prc diff	⇓ Δ21	∅-RS
		Patrizia Immobilien	7.750	12/08/24	1.27	9.246		7.769	1.476	19.00	1.72
		Adtran Networks	20.702	12/08/24		21.613		21.142	0.471	2.23	-0.57
	L	Cancom	32.907	12/08/24	-0.52	28.810		24.623	4.186	17.00	-2.41
		7C Solarparken	2.477	12/08/24	0.88	3.588		3.418	0.170	4.98	-5.62
		Wacker Neuson	15.218	12/08/24	-0.28	19.315		18.298	1.017	5.56	-7.16
	L	Koenig & Bauer	10.373	12/08/24	-4.20	13.765		11.420	2.345	20.54	-7.39
		Pro7-Sat1	6.308	12/08/24	0.17	6.787		5.419	1.368	25.24	-7.93
	S	Sixt	65.846	12/08/24	-2.49	97.984		93.346	4.638	4.97	-8.12
	L	SFC Energy	21.266	12/08/24	-0.71	20.204		17.045	3.158	18.53	-8.41
	L	Infineon	32.820	12/08/24	0.36	33.471		28.954	4.517	15.60	-9.20
		Wacker Chemie	91.112	12/08/24	-0.33	117.385		119.455	-2.070	-1.73	-10.64
	L	Steico	29.102	12/08/24	0.56	29.644		27.595	2.049	7.43	-14.12
	L	Umweltbank	6.113	12/08/24	-1.40	8.194		7.748	0.446	5.76	-14.54
	S	Vitesco Technologies	56.416	12/08/24	-0.10	70.290		97.379	-27.089	-27.82	-14.75
	L	Knaus Tabbert	34.739	12/08/24	-1.69	42.922		45.638	-2.716	-5.95	-15.48
	L	Dermapharm	38.099	12/08/24	0.29	36.115		38.569	-2.454	-6.36	-19.59
	L	Puma	37.730	12/08/24	-0.29	43.410		56.188	-12.778	-22.74	-21.90
	S	BayWa	14.958	12/08/24	0.44	26.772		32.955	-6.183	-18.76	-25.62
	L	Deutsche Pfandbrief	5.359	12/08/24	0.20	4.878		6.628	-1.751	-26.41	-28.49
	L	AUTO1	8.807	12/08/24	0.18	4.634		5.661	-1.028	-18.15	-28.82
BAX - 44 out of 43 instruments rated - 25/03/24 / 30/10/23 - 36 did rise, Market-Ratio(21) in USD = 81.82 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 21 - B/S = 64/61

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

Transactions Bayrischer Aktienindex in Dollar * A21 - 64/61 (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	16/10/06	126		MTU Aero Engines	100	338	29.550	38.412	20.688	-8.862	-30	7,005	-64
long	16/10/06	30/10/06	14		Wirecard	100	1,295	5.405	6.615		1.210	22	8,572	19,273
short	30/10/06	6/11/06	7		Phoenix Solar	100	503	17.009	17.281	16.737	-0.272	-2	8,435	-57
long	6/11/06	6/08/07	273		Wirecard	100	1,318	6.399	11.129		4.731	74	14,670	110
short	6/08/07	16/06/08	315		Patrizia Immobilien	100	876	16.735	5.461	51.287	34.551	206	44,937	266
long	16/06/08	23/06/08	7		Phoenix Solar	100	621	72.315	75.101		2.785	4	46,666	618
short	23/06/08	27/04/09	308		Pro7-Sat1	100	4,869	9.583	2.423	37.894	28.311	295	184,514	410
long	27/04/09	18/05/09	21		Steico	100	49,764	3.708	4.723		1.015	27	235,032	6,609
short	18/05/09	15/06/09	28		Grammer	100	36,668	6.410	7.639	5.181	-1.229	-19	189,965	-94
long	15/06/09	6/07/09	21		Pro7-Sat1	100	32,117	5.915	5.452		-0.463	-8	175,096	-76
short	6/07/09	13/07/09	7		Grammer	100	23,858	7.339	7.456	7.222	-0.117	-2	172,298	-57
long	13/07/09	8/02/10	210		Infineon	100	48,568	3.548	5.416		1.868	53	263,034	109
short	8/02/10	1/03/10	21		Phoenix Solar	100	6,688	39.325	38.797	39.860	0.535	1	266,615	26
long	1/03/10	24/05/10	84		Pro7-Sat1	100	17,755	15.016	15.155		0.140	1	269,094	4
short	24/05/10	7/06/10	14		Phoenix Solar	100	7,953	33.832	32.341	35.392	1.559	5	281,496	224
long	7/06/10	23/08/10	77		Cancom	100	86,782	3.244	4.475		1.231	38	388,367	360
short	23/08/10	13/09/10	21		Phoenix Solar	100	10,464	37.113	36.152	38.100	0.987	3	398,689	58
long	13/09/10	30/05/11	259		Grammer	100	20,549	19.402	25.128		5.726	30	516,361	44
short	30/05/11	6/06/11	7		Phoenix Solar	100	23,342	22.121	24.731	19.511	-2.610	-12	455,436	-100
long	6/06/11	13/06/11	7		Zooplus	100	6,668	68.295	70.008		1.712	3	466,855	264
short	13/06/11	2/01/12	203		Phoenix Solar	100	19,314	24.171	3.227	181.063	156.892	649	3,497,064	3,636
long	2/01/12	9/01/12	7		Wirecard	100	211,154	16.562	16.803		0.241	1	3,548,009	113
short	9/01/12	16/01/12	7		Phoenix Solar	100	1,310,052	2.708	2.903	2.514	-0.194	-7	3,293,211	-98
long	16/01/12	18/06/12	154		Wirecard	100	197,716	16.656	18.958		2.302	14	3,748,336	36
short	18/06/12	29/10/12	133		Phoenix Solar	100	1,852,970	2.023	1.333	3.071	1.048	52	5,689,915	214
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	29/10/12	24/06/13	238		KUKA	100	188,142	30.243	41.754		11.512	38	7,855,736	64
short	24/06/13	1/07/13	7		SFC Energy	100	1,260,356	6.233	6.050	6.422	0.189	3	8,093,754	374
long	1/07/13	14/04/14	287		Morphosys	100	140,926	57.433	80.523		23.091	40	11,347,830	54
short	14/04/14	21/04/14	7		Adtran Networks	100	2,563,771	4.426	4.428	4.425	-0.002	0	11,343,662	-2
long	21/04/14	5/05/14	14		Sixt	100	284,259	39.906	40.085		0.179	0	11,394,497	12
short	5/05/14	9/06/14	35		Adtran Networks	100	2,566,328	4.440	4.344	4.538	0.098	2	11,645,484	26
long	9/06/14	16/06/14	7		Cancom	100	434,005	26.833	24.978		-1.855	-7	10,840,461	-98
short	16/06/14	23/06/14	7		Adtran Networks	100	2,546,805	4.256	4.212	4.302	0.045	1	10,955,595	73
long	23/06/14	14/07/14	21		Wacker Neuson	100	486,011	22.542	23.386		0.844	4	11,365,649	89
short	14/07/14	28/07/14	14		Phoenix Solar	100	2,978,166	3.816	2.661	5.473	1.657	43	16,300,696	> 999,999
long	28/07/14	4/08/14	7		Nemetschek	100	1,908,878	8.539	8.222		-0.318	-4	15,694,013	-86
short	4/08/14	29/12/14	147		Phoenix Solar	100	6,354,283	2.470	1.899	3.212	0.742	30	20,410,594	92
long	29/12/14	27/07/15	210		KUKA	100	283,242	72.060	82.462		10.401	14	23,356,661	26
short	27/07/15	9/11/15	105		Grammer	100	801,729	29.133	25.451	33.348	4.215	14	26,735,913	60
long	9/11/15	16/11/15	7		Adtran Networks	100	2,449,100	10.917	11.252		0.336	3	27,558,157	385
short	16/11/15	23/11/15	7		Leoni	100	742,557	37.112	38.301	35.924	-1.189	-3	26,675,273	-82
long	23/11/15	14/12/15	21		Adtran Networks	100	2,262,620	11.790	10.836		-0.954	-8	24,517,819	-77
short	14/12/15	4/07/16	203		Leoni	100	671,195	36.529	27.871	47.875	11.346	31	32,133,407	63
long	4/07/16	18/07/16	14		Koenig & Bauer	100	666,314	48.226	49.313		1.087	2	32,857,728	79
short	18/07/16	25/07/16	7		Siltronic	100	2,044,651	16.070	16.105	16.035	-0.035	0	32,786,187	-11
long	25/07/16	1/08/16	7		Koenig & Bauer	100	597,949	54.831	55.293		0.462	1	33,062,654	55
short	1/08/16	21/11/16	112		Telefonica D	100	8,010,677	4.127	3.795	4.489	0.362	9	35,962,333	32
long	21/11/16	5/12/16	14		Siltronic	100	919,906	39.093	44.979		5.886	15	41,376,704	3,772
short	5/12/16	2/01/17	28		SFC Energy	100	17,391,205	2.379	2.061	2.746	0.367	15	47,763,206	550
long	2/01/17	5/03/18	427		Siltronic	100	1,019,062	46.870	148.883		102.014	218	152m	169
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/03/18	7/05/18	63		Umweltbank	100	12,324,729	12.310	11.612	13.051	0.740	6	161m	40
long	7/05/18	14/05/18	7		SFC Energy	100	15,579,045	10.324	10.361		0.037	0	161m	20
short	14/05/18	30/07/18	77		Osram Licht	100	2,678,805	60.258	44.031	82.466	22.208	37	221m	342
long	30/07/18	6/08/18	7		Wirecard	100	1,177,309	187.640	191.991		4.352	2	226m	231
short	6/08/18	15/04/19	252		Osram Licht	100	4,925,963	45.886	37.017	56.881	10.995	24	280m	36
long	15/04/19	10/06/19	56		Adtran Networks	100	25,996,336	10.778	7.798		-2.981	-28	203m	-88
short	10/06/19	8/07/19	28		Leoni	100	13,248,132	15.301	15.464	15.138	-0.163	-1	201m	-13
long	8/07/19	15/07/19	7		SFC Energy	100	14,354,128	13.972	14.191		0.219	2	204m	125
short	15/07/19	4/11/19	112		Leoni	100	13,614,001	14.962	13.390	16.719	1.757	12	228m	44
long	4/11/19	25/11/19	21		va-Q-tec	100	19,087,503	11.925	13.101		1.177	10	250m	413
short	25/11/19	16/12/19	21		STS	100	45,401,018	5.508	5.343	5.679	0.170	3	258m	70
long	16/12/19	2/03/20	77		va-Q-tec	100	16,228,400	15.886	12.338		-3.548	-22	200m	-70
short	2/03/20	3/08/20	154		Koenig & Bauer	100	8,563,697	23.381	22.335	24.477	1.096	5	210m	11
long	3/08/20	26/10/20	84		Steico	100	4,525,762	46.315	54.242		7.928	17	245m	99
short	26/10/20	9/11/20	14		Leoni	100	41,216,766	5.956	7.064	4.848	-1.108	-19	200m	-100
long	9/11/20	6/09/21	301		va-Q-tec	100	5,728,702	34.878	33.658		-1.220	-3	193m	-4
short	6/09/21	6/02/23	518		Morphosys	100	3,372,274	57.177	20.414	160.149	102.972	180	540m	107
long	6/02/23	5/06/23	119		va-Q-tec	100	20,445,817	26.414	23.465		-2.949	-11	480m	-30
short	5/06/23	18/08/23	74		Leoni	100	1593,464,071	0.301	0.044	2.078	1.777	590	3,312m	> 999,999
18/08/23		19/02/24	185		- cash -
long	19/02/24	1/07/24	133		Morphosys	100	46,921,531	70.583	72.509		1.926	3	3,402m	8
short	1/07/24	12/08/24	42		Medigene	100	2844,749,357	1.196	1.180	1.212	0.016	1	3,449m	13
accum	12/06/06	12/08/24	7089	days out of 7435 invested (95%)							34,486,796		3,449m	93

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	30/10/06	6/11/06	7	17.01	17.28	16.74	-0.27	-1.60
	long	16/06/08	23/06/08	7	72.32	75.10		2.79	3.85
	short	8/02/10	1/03/10	21	39.32	38.80	39.86	0.54	1.36
	short	24/05/10	7/06/10	14	33.83	32.34	35.39	1.56	4.61
	short	23/08/10	13/09/10	21	37.11	36.15	38.10	0.99	2.66
	short	30/05/11	6/06/11	7	22.12	24.73	19.51	-2.61	-11.80
	short	13/06/11	2/01/12	203	24.17	3.23	181.06	156.89	649.08
	short	9/01/12	16/01/12	7	2.71	2.90	2.51	-0.19	-7.18
	short	18/06/12	29/10/12	133	2.02	1.33	3.07	1.05	51.80
	short	14/07/14	28/07/14	14	3.82	2.66	5.47	1.66	43.42
	short	4/08/14	29/12/14	147	2.47	1.90	3.21	0.74	30.05	1,831.49
Leoni	short	16/11/15	23/11/15	7	37.11	38.30	35.92	-1.19	-3.20
	short	14/12/15	4/07/16	203	36.53	27.87	47.87	11.35	31.06
	short	10/06/19	8/07/19	28	15.30	15.46	15.14	-0.16	-1.07
	short	15/07/19	4/11/19	112	14.96	13.39	16.72	1.76	11.74
	short	26/10/20	9/11/20	14	5.96	7.06	4.85	-1.11	-18.61
	short	5/06/23	18/08/23	74	0.30	0.04	2.08	1.78	590.31	687.98
Morphosys	long	1/07/13	14/04/14	287	57.43	80.52		23.09	40.20
	short	6/09/21	6/02/23	518	57.18	20.41	160.15	102.97	180.09
	long	19/02/24	1/07/24	133	70.58	72.51		1.93	2.73	303.42
Pro7-Sat1	short	23/06/08	27/04/09	308	9.58	2.42	37.89	28.31	295.44
	long	15/06/09	6/07/09	21	5.91	5.45		-0.46	-7.83
	long	1/03/10	24/05/10	84	15.02	15.16		0.14	0.93	267.88
Siltronic	short	18/07/16	25/07/16	7	16.07	16.11	16.04	-0.03	-0.22
	long	21/11/16	5/12/16	14	39.09	44.98		5.89	15.06
	long	2/01/17	5/03/18	427	46.87	148.88		102.01	217.65	264.68
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Patrizia Immobilien	short	6/08/07	16/06/08	315	16.74	5.46	51.29	34.55	206.45	206.45
Wirecard	long	16/10/06	30/10/06	14	5.41	6.62		1.21	22.38
	long	6/11/06	6/08/07	273	6.40	11.13		4.73	73.93
	long	2/01/12	9/01/12	7	16.56	16.80		0.24	1.46
	long	16/01/12	18/06/12	154	16.66	18.96		2.30	13.82
	long	30/07/18	6/08/18	7	187.64	191.99		4.35	2.32	151.52
Osram Licht	short	14/05/18	30/07/18	77	60.26	44.03	82.47	22.21	36.85
	short	6/08/18	15/04/19	252	45.89	37.02	56.88	10.99	23.96	69.65
KUKA	long	29/10/12	24/06/13	238	30.24	41.75		11.51	38.06
	long	29/12/14	27/07/15	210	72.06	82.46		10.40	14.43	57.99
Infineon	long	13/07/09	8/02/10	210	3.55	5.42		1.87	52.66	52.66
Steico	long	27/04/09	18/05/09	21	3.71	4.72		1.02	27.38
	long	3/08/20	26/10/20	84	46.31	54.24		7.93	17.12	49.18
Cancom	long	7/06/10	23/08/10	77	3.24	4.48		1.23	37.97
	long	9/06/14	16/06/14	7	26.83	24.98		-1.85	-6.91	28.43
SFC Energy	short	24/06/13	1/07/13	7	6.23	6.05	6.42	0.19	3.03
	short	5/12/16	2/01/17	28	2.38	2.06	2.75	0.37	15.44
	long	7/05/18	14/05/18	7	10.32	10.36		0.04	0.36
	long	8/07/19	15/07/19	7	13.97	14.19		0.22	1.57	21.23
Grammer	short	18/05/09	15/06/09	28	6.41	7.64	5.18	-1.23	-19.17
	short	6/07/09	13/07/09	7	7.34	7.46	7.22	-0.12	-1.60
	long	13/09/10	30/05/11	259	19.40	25.13		5.73	29.51
	short	27/07/15	9/11/15	105	29.13	25.45	33.35	4.21	14.47	17.91
Telefonica D	short	1/08/16	21/11/16	112	4.13	3.79	4.49	0.36	8.77	8.77
Koenig & Bauer	long	4/07/16	18/07/16	14	48.23	49.31		1.09	2.25
	long	25/07/16	1/08/16	7	54.83	55.29		0.46	0.84
	short	2/03/20	3/08/20	154	23.38	22.33	24.48	1.10	4.69	7.95
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Umweltbank	short	5/03/18	7/05/18	63	12.31	11.61	13.05	0.74	6.01	6.01
Wacker Neuson	long	23/06/14	14/07/14	21	22.54	23.39		0.84	3.74	3.74
STS	short	25/11/19	16/12/19	21	5.51	5.34	5.68	0.17	3.09	3.09
Zooplus	long	6/06/11	13/06/11	7	68.30	70.01		1.71	2.51	2.51
Medigene	short	1/07/24	12/08/24	42	1.20	1.18	1.21	0.02	1.37	1.37
Sixt	long	21/04/14	5/05/14	14	39.91	40.08		0.18	0.45	0.45
Nemetschek	long	28/07/14	4/08/14	7	8.54	8.22		-0.32	-3.72	-3.72
va-Q-tec	long	4/11/19	25/11/19	21	11.92	13.10		1.18	9.87
	long	16/12/19	2/03/20	77	15.89	12.34		-3.55	-22.34
	long	9/11/20	6/09/21	301	34.88	33.66		-1.22	-3.50
	long	6/02/23	5/06/23	119	26.41	23.47		-2.95	-11.17	-26.85
Adtran Networks	short	14/04/14	21/04/14	7	4.43	4.43	4.42	-0.00	-0.04
	short	5/05/14	9/06/14	35	4.44	4.34	4.54	0.10	2.20
	short	16/06/14	23/06/14	7	4.26	4.21	4.30	0.05	1.06
	long	9/11/15	16/11/15	7	10.92	11.25		0.34	3.08
	long	23/11/15	14/12/15	21	11.79	10.84		-0.95	-8.09
	long	15/04/19	10/06/19	56	10.78	7.80		-2.98	-27.65	-29.23
MTU Aero Engines	short	12/06/06	16/10/06	126	29.55	38.41	20.69	-8.86	-29.99	-29.99

Annotations

12/08/24	Morphosys	acquired by Novartis
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)
18/09/17	Umweltbank	stock split 1:5 (five for one)
20/03/17	BAX	GFK drops out (acquired by KKR)
16/12/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
4/06/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
10/03/16	WashTec	recording started (SDAX)
9/03/16	Pro7-Sat1	moves from MDAX to DAX
8/02/16	BayX40	complete analysis
21/12/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
4/09/15	Deutsche Pfandbrief	recording started (MDAX)
30/06/15	Nemetschek	stock split 1:4 (four for one)
21/06/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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