Share-o-matic - Assessment MDAX (Mid-Cap-DAX)

Assessment - Mid-Cap-DAX in Dollar - 10/06/24 - RS = 40

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/06/24	Δwk	4/09/23	prc diff	⇓ Δ40	⇓∅-RS
		MDAX	25,956.880	12/08/24	-0.40	28,738.393		30,071.571	-1,333.179	-4.43	0.16
		Redcare Pharmacy	149.382	12/08/24	0.36	124.127		114.824	9.303	8.10	-1.95
		LEG Immobilien	89.737	12/08/24	-2.36	82.708		71.799	10.909	15.19	12.32
	S	TeamViewer	13.326	12/08/24	-1.27	12.321		18.409	-6.087	-33.07	-19.52
		GEA Group	43.289	12/08/24	0.55	40.688		39.149	1.539	3.93	3.24
		Hochtief	112.090	12/08/24	-1.23	105.749		106.294	-0.545	-0.51	1.47
		TAG Immobilien	15.164	12/08/24	-1.33	14.680		11.385	3.295	28.94	21.46
		Aroundtown	2.186	12/08/24	-0.54	2.120		1.641	0.479	29.20	12.04
		Hella	92.746	12/08/24	0.23	91.134		71.907	19.227	26.74	10.02
		Encavis	18.270	12/08/24		18.377		14.651	3.726	25.43	20.04
		Lanxess	24.320	12/08/24	-1.91	24.503		31.343	-6.840	-21.82	-12.21
		Morphosys	72.273	2/08/24		73.079		30.307	42.772	141.13	92.43
		Freenet	26.889	12/08/24	1.46	27.383		23.688	3.695	15.60	5.15
		Jenoptik	30.543	12/08/24	3.42	31.145		28.525	2.619	9.18	7.58
		Nordex	14.121	12/08/24	-2.81	14.444		11.758	2.686	22.85	19.60
		Knorr-Bremse	76.088	12/08/24	1.36	77.861		68.495	9.366	13.67	16.11
		Evonik Industries	19.436	12/08/24	-0.14	19.893		19.110	0.782	4.09	2.59
	S	Siltronic	78.990	12/08/24	0.75	81.462		80.220	1.241	1.55	-5.82
		CTS Eventim	82.751	12/08/24	-0.32	85.384		62.028	23.357	37.66	22.31
		Scout24	73.670	12/08/24	0.51	76.840		68.862	7.978	11.59	10.53
		Krones	126.598	12/08/24	0.68	133.047		108.076	24.971	23.10	13.02
		HelloFresh	5.803	12/08/24	7.14	6.128		32.660	-26.532	-81.24	-54.10
		Hensoldt	37.227	12/08/24	0.99	39.355		32.671	6.684	20.46	19.15
		RTL Group	30.467	12/08/24	1.25	32.456		36.515	-4.059	-11.12	-10.49
	L	Bilfinger	51.854	12/08/24	1.15	55.454		34.982	20.472	58.52	39.17
		⇓instrument	freshest		⇓ Δday	10/06/24	Δwk	4/09/23	prc diff	⇓ Δ40	⇓∅-RS
		Nemetschek	93.928	12/08/24	0.52	101.128		68.344	32.785	47.97	26.54
		Gerresheimer	104.567	12/08/24	-1.47	117.141		131.073	-13.932	-10.63	8.19
		Talanx	71.467	12/08/24	1.92	80.118		67.102	13.016	19.40	17.46
	S	Deutsche Lufthansa	5.956	12/08/24	-1.21	6.695		8.998	-2.303	-25.59	-18.93
		Ströer Media	62.278	12/08/24	0.09	70.124		45.584	24.539	53.83	30.42
	L	Aurubis	69.210	12/08/24	1.02	79.043		74.174	4.869	6.56	1.68
		K+S	12.284	12/08/24	-0.52	14.068		18.873	-4.805	-25.46	-12.10
		Fuchs	41.182	12/08/24	-0.62	48.769		40.898	7.871	19.25	14.59
		Wacker Chemie	90.338	12/08/24	-0.33	107.039		146.890	-39.851	-27.13	-13.58
		Fresenius MedCare	35.604	12/08/24	-1.31	42.289		48.132	-5.843	-12.14	1.06
		Fraport	47.544	12/08/24	-0.58	56.797		55.344	1.453	2.63	4.83
	S	Bechtle	41.870	12/08/24	-1.86	50.467		48.229	2.238	4.64	5.74
		Befesa	28.522	12/08/24	0.15	34.455		37.076	-2.622	-7.07	0.64
		Kion Group	36.217	12/08/24	2.09	44.138		43.101	1.037	2.41	6.65
		Aixtron	19.710	12/08/24	-2.19	24.181		39.225	-15.044	-38.35	-24.34
	S	Sixt	65.287	12/08/24	-2.49	81.408		106.564	-25.157	-23.61	-18.70
		Jungheinrich	30.113	12/08/24	-0.85	37.786		33.643	4.143	12.32	11.59
		thyssenkrupp	3.568	12/08/24	-1.63	4.586		7.791	-3.205	-41.14	-28.52
	S	Hugo Boss	39.119	12/08/24	-3.50	50.521		75.167	-24.646	-32.79	-22.93
		United Internet	18.323	12/08/24	0.89	24.224		19.208	5.016	26.11	17.31
	L	Puma	37.410	12/08/24	-0.29	50.457		67.048	-16.591	-24.75	-6.16
	L	Delivery Hero	22.418	12/08/24	-3.07	30.575		36.299	-5.724	-15.77	0.37
	S	Stabilus	44.653	12/08/24	-1.42	61.580		55.388	6.192	11.18	-0.55
	S	Carl Zeiss Meditec	64.858	12/08/24	-5.33	92.370		99.957	-7.587	-7.59	-10.21
	S	Evotec	5.793	12/08/24	-2.88	9.334		23.591	-14.257	-60.44	-45.51
		⇓instrument	freshest		⇓ Δday	10/06/24	Δwk	4/09/23	prc diff	⇓ Δ40	⇓∅-RS
	S	SMA Solar	23.536	12/08/24	-1.26	49.393		79.033	-29.640	-37.50	-23.50
MDAX - 50 out of 49 instruments rated - 10/06/24 / 4/09/23 - 30 did rise, Market-Ratio(40) in USD = 60.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 40 - B/S = 67/67

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

Transactions Mid-Cap-DAX in Dollar * A40 - 67/67 (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	24/07/06	7		Airbus	100	390	25.578	27.370	23.786	-1.792	-7	9,301	-98
long	24/07/06	4/12/06	133		Salzgitter	100	119	77.605	125.591		47.986	62	15,011	275
short	4/12/06	18/12/06	14		Airbus	100	486	30.877	31.784	29.971	-0.907	-3	14,571	-54
long	18/12/06	13/08/07	238		Salzgitter	100	111	131.258	185.403		54.145	41	20,581	70
short	13/08/07	27/08/07	14		Deutsche Wohnen	100	963	21.367	20.462	22.312	0.945	4	21,491	209
long	27/08/07	17/09/07	21		DMG Mori	100	1,076	19.966	21.903		1.938	10	23,575	400
short	17/09/07	8/10/07	21		Deutsche Wohnen	100	1,044	22.569	25.604	19.534	-3.035	-13	20,407	-92
long	8/10/07	22/10/07	14		DMG Mori	100	716	28.465	28.629		0.164	1	20,524	16
short	22/10/07	27/07/09	644		Deutsche Wohnen	100	832	24.668	7.623	79.825	55.157	224	66,414	95
long	27/07/09	8/08/11	742		Aareal Bank	100	5,395	12.309	22.011		9.702	79	118,757	33
short	8/08/11	14/05/12	280		Ceconomy	100	8,636	13.750	9.428	20.054	6.304	46	173,199	64
long	14/05/12	21/05/12	7		Dürr	100	12,248	14.140	13.340		-0.800	-6	163,404	-95
short	21/05/12	28/05/12	7		Ströer Media	100	16,107	10.145	10.026	10.265	0.120	1	165,334	84
long	28/05/12	4/06/12	7		Rhön-Klinikum	100	5,997	27.566	27.453		-0.114	0	164,652	-19
short	4/06/12	18/06/12	14		Ströer Media	100	15,826	10.403	10.805	10.002	-0.401	-4	158,300	-64
long	18/06/12	25/06/12	7		Dürr	100	11,063	14.309	14.571		0.262	2	161,199	158
short	25/06/12	2/07/12	7		Ströer Media	100	15,950	10.106	10.246	9.966	-0.140	-1	158,965	-52
long	2/07/12	23/07/12	21		Dürr	100	10,069	15.787	16.220		0.433	3	163,321	60
short	23/07/12	6/08/12	14		Ströer Media	100	16,951	9.634	8.769	10.585	0.951	10	179,434	1,062
long	6/08/12	29/10/12	84		Dürr	100	10,469	17.139	19.135		1.996	12	200,331	61
short	29/10/12	14/01/13	77		Ströer Media	100	23,354	8.578	9.209	7.947	-0.631	-7	185,600	-30
long	14/01/13	24/06/13	161		KUKA	100	4,934	37.610	41.754		4.144	11	206,047	27
short	24/06/13	1/07/13	7		Salzgitter	100	6,180	33.336	32.967	33.710	0.373	1	208,354	79
long	1/07/13	28/07/14	392		Dürr	100	6,673	31.221	40.794		9.573	31	272,237	28
short	28/07/14	2/02/15	189		Südzucker	100	14,589	18.660	12.747	27.315	8.655	46	398,508	109
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	2/02/15	16/11/15	287		Ströer Media	100	13,630	29.236	65.665		36.430	125	895,048	180
short	16/11/15	30/05/16	196		Leoni	100	24,117	37.112	33.280	41.386	4.273	12	998,110	23
long	30/05/16	6/06/16	7		Stada	100	18,889	52.839	55.442		2.603	5	1,047,276	1,127
short	6/06/16	17/10/16	133		Hugo Boss	100	16,500	63.469	58.564	68.785	5.316	8	1,134,985	25
long	17/10/16	31/10/16	14		Covestro	100	19,142	59.290	59.170		-0.120	0	1,132,691	-5
short	31/10/16	14/11/16	14		GEA Group	100	29,259	38.712	38.712	38.712	0.000	0	1,132,691	0
long	14/11/16	21/11/16	7		Covestro	100	19,142	59.170	61.489		2.319	4	1,177,074	642
short	21/11/16	16/01/17	56		GEA Group	100	32,822	35.862	40.594	31.130	-4.732	-13	1,021,762	-60
long	16/01/17	12/02/18	392		Covestro	100	15,088	67.717	104.967		37.250	55	1,583,794	50
short	12/02/18	26/02/18	14		Steinhoff	100	3,378,519	0.469	0.507	0.431	-0.038	-8	1,454,790	-89
long	26/02/18	5/03/18	7		Uniper	100	2,342	621.062	607.375		-13.686	-2	1,422,737	-69
short	5/03/18	9/04/18	35		Steinhoff	100	3,811,681	0.373	0.247	0.563	0.190	51	2,146,358	7,183
long	9/04/18	14/05/18	35		Rocket Internet	100	67,150	31.963	29.198		-2.765	-9	1,960,663	-61
short	14/05/18	21/05/18	7		Metro	100	140,625	13.942	13.553	14.343	0.401	3	2,017,052	339
long	21/05/18	4/06/18	14		Uniper	100	3,131	644.018	632.502		-11.516	-2	1,980,995	-38
short	4/06/18	11/06/18	7		Metro	100	145,899	13.578	13.315	13.846	0.268	2	2,020,118	177
long	11/06/18	25/06/18	14		Aroundtown	100	234,909	8.600	8.394		-0.206	-2	1,971,793	-47
short	25/06/18	23/09/19	455		Osram Licht	100	41,030	48.057	41.902	55.115	7.058	15	2,261,403	12
long	23/09/19	11/11/19	49		Dialog Semiconductor	100	47,324	47.785	47.371		-0.414	-1	2,241,831	-6
short	11/11/19	16/12/19	35		Hugo Boss	100	50,278	44.588	48.595	40.580	-4.008	-9	2,040,339	-63
long	16/12/19	13/01/20	28		Delivery Hero	100	28,374	71.907	75.571		3.664	5	2,144,314	91
short	13/01/20	17/02/20	35		K+S	100	175,796	12.198	9.665	15.394	3.196	26	2,706,173	1,032
long	17/02/20	24/02/20	7		Delivery Hero	100	31,614	85.600	78.984		-6.616	-8	2,497,022	-98
short	24/02/20	7/12/20	287		K+S	100	282,725	8.832	10.139	7.525	-1.307	-15	2,127,372	-18
long	7/12/20	4/10/21	301		Siltronic	100	14,058	151.327	158.066		6.739	4	2,222,102	5
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	4/10/21	18/10/21	14		Deutsche Lufthansa	100	310,928	7.147	6.859	7.446	0.299	4	2,315,202	192
long	18/10/21	22/11/21	35		Zooplus	100	4,163	556.087	538.626		-17.461	-3	2,242,510	-28
short	22/11/21	3/01/22	42		TeamViewer	100	166,605	13.460	14.264	12.656	-0.804	-6	2,108,572	-41
long	3/01/22	10/01/22	7		Zooplus	100	3,892	541.636	543.227		1.592	0	2,114,766	17
short	10/01/22	3/04/23	448		TeamViewer	100	166,856	12.674	16.930	8.418	-4.256	-34	1,404,666	-28
long	3/04/23	24/04/23	21		Deutsche Lufthansa	100	126,431	11.110	10.814		-0.296	-3	1,367,245	-37
short	24/04/23	29/05/23	35		Aroundtown	100	1,035,351	1.321	0.969	1.800	0.480	36	1,863,839	2,431
long	29/05/23	5/06/23	7		SMA Solar	100	17,255	108.015	99.861		-8.154	-8	1,723,138	-98
short	5/06/23	12/06/23	7		Aroundtown	100	1,571,274	1.097	1.178	1.016	-0.081	-7	1,595,629	-98
long	12/06/23	19/06/23	7		Gerresheimer	100	13,665	116.761	117.165		0.404	0	1,601,148	20
short	19/06/23	26/06/23	7		Aroundtown	100	1,380,078	1.160	1.193	1.128	-0.033	-3	1,556,039	-77
long	26/06/23	21/08/23	56		SMA Solar	100	13,910	111.863	79.716		-32.147	-29	1,108,873	-89
short	21/08/23	18/04/23	125		Telefonica D	100	596,036	1.860	2.655	1.066	-0.795	-43	635,316	-80
21/08/23		22/07/26	1066		- cash -
accum	17/07/06	18/04/23	6244	days out of 7506 invested (83%)							6,253		635,316	27

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Deutsche Wohnen	short	13/08/07	27/08/07	14	21.37	20.46	22.31	0.94	4.42
	short	17/09/07	8/10/07	21	22.57	25.60	19.53	-3.04	-13.45
	short	22/10/07	27/07/09	644	24.67	7.62	79.83	55.16	223.59	192.46
Salzgitter	long	24/07/06	4/12/06	133	77.60	125.59		47.99	61.83
	long	18/12/06	13/08/07	238	131.26	185.40		54.15	41.25
	short	24/06/13	1/07/13	7	33.34	32.97	33.71	0.37	1.12	131.15
Ströer Media	short	21/05/12	28/05/12	7	10.14	10.03	10.26	0.12	1.18
	short	4/06/12	18/06/12	14	10.40	10.80	10.00	-0.40	-3.86
	short	25/06/12	2/07/12	7	10.11	10.25	9.97	-0.14	-1.39
	short	23/07/12	6/08/12	14	9.63	8.77	10.59	0.95	9.87
	short	29/10/12	14/01/13	77	8.58	9.21	7.95	-0.63	-7.35
	long	2/02/15	16/11/15	287	29.24	65.67		36.43	124.61	119.32
Aareal Bank	long	27/07/09	8/08/11	742	12.31	22.01		9.70	78.82	78.82
Covestro	long	17/10/16	31/10/16	14	59.29	59.17		-0.12	-0.20
	long	14/11/16	21/11/16	7	59.17	61.49		2.32	3.92
	long	16/01/17	12/02/18	392	67.72	104.97		37.25	55.01	60.76
Südzucker	short	28/07/14	2/02/15	189	18.66	12.75	27.32	8.66	46.38	46.38
Ceconomy	short	8/08/11	14/05/12	280	13.75	9.43	20.05	6.30	45.85	45.85
Dürr	long	14/05/12	21/05/12	7	14.14	13.34		-0.80	-5.66
	long	18/06/12	25/06/12	7	14.31	14.57		0.26	1.83
	long	2/07/12	23/07/12	21	15.79	16.22		0.43	2.74
	long	6/08/12	29/10/12	84	17.14	19.14		2.00	11.65
	long	1/07/13	28/07/14	392	31.22	40.79		9.57	30.66	43.99
Steinhoff	short	12/02/18	26/02/18	14	0.47	0.51	0.43	-0.04	-8.15
	short	5/03/18	9/04/18	35	0.37	0.25	0.56	0.19	50.86	38.57
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Aroundtown	long	11/06/18	25/06/18	14	8.60	8.39		-0.21	-2.39
	short	24/04/23	29/05/23	35	1.32	0.97	1.80	0.48	36.32
	short	5/06/23	12/06/23	7	1.10	1.18	1.02	-0.08	-7.40
	short	19/06/23	26/06/23	7	1.16	1.19	1.13	-0.03	-2.82	19.74
Osram Licht	short	25/06/18	23/09/19	455	48.06	41.90	55.12	7.06	14.69	14.69
Leoni	short	16/11/15	30/05/16	196	37.11	33.28	41.39	4.27	11.51	11.51
KUKA	long	14/01/13	24/06/13	161	37.61	41.75		4.14	11.02	11.02
DMG Mori	long	27/08/07	17/09/07	21	19.97	21.90		1.94	9.70
	long	8/10/07	22/10/07	14	28.47	28.63		0.16	0.58	10.34
K+S	short	13/01/20	17/02/20	35	12.20	9.67	15.39	3.20	26.20
	short	24/02/20	7/12/20	287	8.83	10.14	7.52	-1.31	-14.80	7.52
Stada	long	30/05/16	6/06/16	7	52.84	55.44		2.60	4.93	4.93
Metro	short	14/05/18	21/05/18	7	13.94	13.55	14.34	0.40	2.88
	short	4/06/18	11/06/18	7	13.58	13.31	13.85	0.27	1.97	4.91
Siltronic	long	7/12/20	4/10/21	301	151.33	158.07		6.74	4.45	4.45
Deutsche Lufthansa	short	4/10/21	18/10/21	14	7.15	6.86	7.45	0.30	4.19
	long	3/04/23	24/04/23	21	11.11	10.81		-0.30	-2.66	1.41
Gerresheimer	long	12/06/23	19/06/23	7	116.76	117.17		0.40	0.35	0.35
Rhön-Klinikum	long	28/05/12	4/06/12	7	27.57	27.45		-0.11	-0.41	-0.41
Dialog Semiconductor	long	23/09/19	11/11/19	49	47.78	47.37		-0.41	-0.87	-0.87
Hugo Boss	short	6/06/16	17/10/16	133	63.47	58.56	68.78	5.32	8.38
	short	11/11/19	16/12/19	35	44.59	48.60	40.58	-4.01	-8.99	-1.37
Zooplus	long	18/10/21	22/11/21	35	556.09	538.63		-17.46	-3.14
	long	3/01/22	10/01/22	7	541.64	543.23		1.59	0.29	-2.86
Delivery Hero	long	16/12/19	13/01/20	28	71.91	75.57		3.66	5.10
	long	17/02/20	24/02/20	7	85.60	78.98		-6.62	-7.73	-3.03
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Uniper	long	26/02/18	5/03/18	7	621.06	607.38		-13.69	-2.20
	long	21/05/18	4/06/18	14	644.02	632.50		-11.52	-1.79	-3.95
Rocket Internet	long	9/04/18	14/05/18	35	31.96	29.20		-2.77	-8.65	-8.65
Airbus	short	17/07/06	24/07/06	7	25.58	27.37	23.79	-1.79	-7.01
	short	4/12/06	18/12/06	14	30.88	31.78	29.97	-0.91	-2.94	-9.74
GEA Group	short	31/10/16	14/11/16	14	38.71	38.71	38.71	0.00	0.00
	short	21/11/16	16/01/17	56	35.86	40.59	31.13	-4.73	-13.19	-13.19
SMA Solar	long	29/05/23	5/06/23	7	108.02	99.86		-8.15	-7.55
	long	26/06/23	21/08/23	56	111.86	79.72		-32.15	-28.74	-34.12
TeamViewer	short	22/11/21	3/01/22	42	13.46	14.26	12.66	-0.80	-5.97
	short	10/01/22	3/04/23	448	12.67	16.93	8.42	-4.26	-33.58	-37.55
Telefonica D	short	21/08/23	18/04/23	125	1.86	2.65	1.07	-0.79	-42.71	-42.71

Annotations

12/08/24	Morphosys	acquired by Novartis
22/05/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
20/09/21	MDAX	Befesa, Jungheinrich, Hypoport, Vantage Towers and zooplus replace Encavis, Hochtief, Morphosys, Nordex and Shop Apotheke
	MDAX	Exits to the DAX40: Airbus, Brenntag, HelloFresh, Porsche, Puma, Qiagen, Sartorius, Siemens Healthineers, Symrise, Zalando
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)
19/03/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
24/07/17	Bechtle	stock split 1:2 (two for one)
19/12/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
11/08/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
22/06/16	Jungheinrich	stock split 1:3 (three for one)
10/03/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
9/03/16	K+S	moves from DAX to MDAX
21/12/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
21/09/15	Lanxess	moves from DAX to MDAX
7/09/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
20/08/15	MDAX	complete analysis
30/06/15	Nemetschek	stock split 1:4 (four for one)
22/06/15	MDAX	Zalando replaces Bertrandt
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
26/02/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
30/01/15	MDax	Recently we recognized long signals for Gagfah, it should be considered that Gagfah mergers with Deutsche Annington. The gathering of REITs at the top of the MDax is conspicious, potentially instruments of industry companies such as KUKA or Symrise might be more financially rewarding.
19/01/15	Hella	entry


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