Share-o-matic - Assessment Sustainability

Assessment - Sustainability in Swiss Franc - 14/10/19 - RS = 41

		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	31/12/18	prc diff	⇓ Δ41	⇓∅-RS
	L	SOM Sustainability	451.767	Fri	-0.13	448.296	0.77	364.277	84.020	23.06	6.53
	L	Plug Power	3.031	Fri	3.40	2.742	10.55	1.216	1.526	125.48	41.56
	L	Kansas City Southern	144.807	Fri	7.26	131.598	10.04	93.596	38.002	40.60	17.51
		Gaia	6.291	Fri	-1.87	5.752	9.36	10.159	-4.406	-43.37	-35.07
	S	Molina Healthcare	122.555	Fri	1.18	112.177	9.25	113.962	-1.785	-1.57	-13.63
	L	Ballard Power	5.541	Fri	6.37	5.074	9.21	2.359	2.714	115.05	43.94
	L	Interface	14.964	Fri	0.47	13.838	8.14	13.973	-0.135	-0.97	-7.70
	L	Pennon Group	1,133.399	Fri	0.53	1,055.060	7.43	867.164	187.896	21.67	12.31
	L	Aspen Pharmacare	6.707	Fri	3.39	6.267	7.02	8.726	-2.459	-28.18	-17.10
	L	Stericycle	53.970	Fri	1.66	50.635	6.59	35.977	14.658	40.74	9.21
	S	Senvion	0.093	Fri	-5.24	0.088	6.25	2.474	-2.386	-96.44	-83.39
		Sunnova Energy	10.667	Fri	0.66	10.059	6.05				-na-
		Steico	27.928	Fri	2.01	26.389	5.83	22.040	4.349	19.73	3.08
	L	Verbio	10.259	Fri	-0.43	9.709	5.66	7.512	2.197	29.25	21.63
	S	Tomra Systems	23.751	Fri	0.65	22.591	5.14	22.112	0.478	2.16	-16.87
	L	Encompass Health	66.557	Fri	0.56	63.476	4.85	60.501	2.975	4.92	-0.61
	L	INIT Innov. in Traff	24.190	Fri	2.80	23.090	4.76	15.968	7.122	44.60	29.43
	L	TrustPower	5.379	Fri	1.06	5.141	4.64	4.053	1.088	26.84	13.64
	L	CropEnergies	7.752	Fri	0.71	7.422	4.44	5.066	2.356	46.51	27.69
	L	Severn Trent	2,849.818	Fri	0.89	2,736.829	4.13	2,272.427	464.403	20.44	9.73
		Energy Recovery	9.655	Fri	-0.97	9.282	4.03	6.599	2.682	40.65	6.73
	L	Potlatch	42.091	Fri	1.69	40.466	4.02	31.025	9.441	30.43	10.93
	L	SMA Solar	28.368	Fri	-1.68	27.291	3.95	18.656	8.635	46.29	17.37
	L	Kadant	86.775	Fri	0.22	83.565	3.84	79.877	3.687	4.62	-4.36
		Nordex	12.656	Fri	0.61	12.194	3.79	8.535	3.659	42.87	5.56
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	31/12/18	prc diff	⇓ Δ41	⇓∅-RS
	L	Ormat Technologies	75.439	Fri	1.60	72.857	3.54	51.284	21.573	42.07	24.45
	L	Kurita Water	26.703	Fri	-0.17	25.820	3.42	23.844	1.975	8.28	2.43
	S	Thai Solar Energy	0.083	Fri	0.79	0.081	3.25	0.063	0.017	27.59	0.40
	L	Brookfield Renewable	42.280	Fri	1.23	40.984	3.16	25.429	15.555	61.17	30.73
		Herman Miller	45.606	Fri	0.16	44.459	2.58	29.662	14.797	49.88	20.44
	L	LTC Properties	52.181	Fri	0.75	50.885	2.55	40.870	10.014	24.50	12.42
		Umweltbank	10.995	Fri	-0.99	10.732	2.46	9.491	1.241	13.07	2.28
	L	Aegion	21.350	Fri	-1.63	20.896	2.17	16.003	4.893	30.58	14.71
	L	Sino-American Sili	2.970	Fri	2.24	2.908	2.13	1.964	0.944	48.08	25.50
	L	Svenska Cellulosa B	9.624	Fri	5.20	9.450	1.85	7.614	1.835	24.10	11.68
		Mayr-Melnhof	122.929	Fri	1.08	120.729	1.82	123.696	-2.967	-2.40	-4.75
	L	Geberit	479.500	Fri	0.08	471.200	1.76	382.300	88.900	23.25	11.97
	L	Steelcase	18.085	Fri	-0.17	17.796	1.62	14.542	3.254	22.37	8.68
	S	GCL Poly Energy	0.043	Fri	-1.47	0.042	1.52	0.060	-0.018	-29.53	-29.80
		United Renewable	0.271	Fri	-0.83	0.267	1.46	0.251	0.016	6.41	-3.94
	L	Sprouts	18.234	Fri	-0.76	17.975	1.44	23.053	-5.078	-22.03	-16.05
		Ricoh	8.849	Fri	-1.64	8.729	1.37	9.640	-0.911	-9.45	-10.46
		eBay	38.702	Fri	-0.69	38.243	1.20	27.525	10.718	38.94	10.27
		Natura Cosmeticos	7.788	Fri	-0.65	7.697	1.19	5.704	1.992	34.93	23.36
		TerraForm Power	17.003	Fri	0.92	16.809	1.16	11.002	5.807	52.78	28.13
		L'Occitane	1.990	Fri	2.84	1.968	1.12	1.822	0.146	8.04	5.59
		BCPG	0.614	Fri		0.607	1.08	0.462	0.145	31.31	9.25
		Aixtron	10.305	Fri	-1.45	10.199	1.03	9.457	0.742	7.85	1.24
	L	Huaneng Renewables	0.379	Fri		0.375	1.02	0.263	0.112	42.49	32.49
		Verbund	53.724	Fri	-1.61	53.218	0.95	41.877	11.341	27.08	8.34
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	31/12/18	prc diff	⇓ Δ41	⇓∅-RS
	S	China Longyuan	0.508	Fri	-5.71	0.504	0.87	0.690	-0.187	-27.06	-22.41
		Vivint Solar	6.989	Fri	4.16	6.939	0.72	3.736	3.203	85.73	21.14
	L	Kingfisher	270.419	Fri	-0.23	268.787	0.61	259.724	9.063	3.49	-5.23
		Innergex RE	11.965	Fri	0.19	11.912	0.44	9.021	2.891	32.05	14.03
		Enphase Energy	24.675	Fri	-1.39	24.675		4.638	20.036	432.00	169.92
		SFC Energy	13.194	Fri	-1.64	13.194		9.288	3.906	42.05	17.60
		Shimano	143.678	Fri	-1.08	143.678		138.912	4.765	3.43	-1.71
	L	SPCG	0.702	Fri	-0.47	0.702		0.551	0.152	27.55	17.96
	L	Tesla Motors	256.167	Fri	-1.92	256.177		326.334	-70.157	-21.50	-2.03
		Triodos Groenfonds	65.082	Fri	0.03	65.126	-0.07	64.806	0.320	0.49	-0.41
	L	PNE Wind	4.376	Fri	-0.13	4.382	-0.13	2.733	1.649	60.35	50.91
	L	Geox	1.317	Fri	-0.83	1.319	-0.17	1.319	0.000	0.03	-14.23
	S	Boiron	34.800	Fri	-1.56	34.910	-0.31	55.045	-20.134	-36.58	-29.95
		Suez Environnement	14.893	Fri	-0.15	14.943	-0.33	12.966	1.977	15.25	7.18
		E.on	9.675	Fri	-0.36	9.738	-0.64	9.705	0.033	0.34	-5.66
		Siemens Gamesa	13.293	Fri	0.12	13.381	-0.66	11.965	1.417	11.84	-7.28
		Solarpack	12.315	Fri	-0.36	12.403	-0.71	11.245	1.158	10.30	-na-
		BillerudKorsnäs	11.106	Fri	2.44	11.193	-0.77	11.690	-0.497	-4.25	-8.33
		SunPower	9.551	Fri	1.27	9.626	-0.78	4.873	4.752	97.51	28.25
	L	7C Solarparken	3.661	Fri		3.694	-0.89	2.957	0.737	24.92	14.26
		Ørsted	91.683	Fri	-0.29	92.507	-0.89	65.626	26.882	40.96	20.24
	L	Azure Power Global	12.153	Fri	-1.06	12.272	-0.97	8.874	3.398	38.29	14.04
	S	SFCE	0.026	Fri	-0.49	0.026	-0.98	0.065	-0.039	-60.21	-35.90
		Sunrun	16.948	Fri	1.37	17.158	-1.22	10.678	6.479	60.68	16.32
		Meyer Burger	0.395	Fri	0.31	0.400	-1.35	0.600	-0.200	-33.33	-28.45
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	31/12/18	prc diff	⇓ Δ41	⇓∅-RS
	S	REC Silicon	0.352	Fri	1.32	0.357	-1.35	0.670	-0.313	-46.72	-44.90
		Acciona	100.278	Fri	-0.98	101.707	-1.41	83.101	18.606	22.39	1.87
	L	EDP Renováveis	10.677	Fri	-0.51	10.830	-1.42	8.749	2.082	23.80	12.79
	S	Rockwool	184.308	Fri	0.24	187.252	-1.57	256.057	-68.804	-26.87	-25.61
		Smith and Nephew	2,296.802	Fri	-0.76	2,335.721	-1.67	1,832.461	503.260	27.46	17.55
	S	Panda Green Energy	0.028	Fri	-0.89	0.029	-1.76	0.058	-0.029	-49.95	-26.36
		First Solar	55.052	Fri	-0.05	56.318	-2.25	41.635	14.683	35.27	6.45
		Vestas Wind Systems	77.580	Fri	-0.45	79.582	-2.52	74.121	5.461	7.37	0.60
		Sims Metal Managemt	6.649	Fri	1.65	6.838	-2.76	6.950	-0.111	-1.60	-7.65
		Albioma	24.850	Fri	-1.31	25.674	-3.21	21.253	4.421	20.80	12.15
	L	China High-Speed	0.572	Fri	-0.44	0.591	-3.23	0.940	-0.349	-37.11	-20.49
	L	Green Plains RE	10.438	Fri	-4.03	10.802	-3.37	12.855	-2.053	-15.97	-15.94
	L	EJR	92.903	Fri	-1.42	96.214	-3.44	86.919	9.296	10.69	4.40
	S	Canadian Solar	18.055	Fri	-0.82	18.733	-3.62	14.061	4.671	33.22	0.07
		JinkoSolar	15.283	Fri	-0.45	15.961	-4.25	9.698	6.263	64.59	5.63
	L	SolarEdge	84.911	Fri	1.85	88.834	-4.42	34.418	54.415	158.10	88.04
	L	Encavis	9.434	Fri	-1.38	9.896	-4.67	6.185	3.711	60.00	37.20
	L	Xinjiang Goldwind	1.117	Fri	-6.79	1.177	-5.05	0.821	0.356	43.32	13.12
	L	Scatec Solar	11.930	Fri	-5.46	12.576	-5.13	8.377	4.199	50.12	31.86
		Xinyi Solar	0.567	Fri	-1.55	0.601	-5.71	0.345	0.257	74.46	31.61
	L	Befesa	34.471	Fri	-2.34	36.780	-6.28	42.169	-5.390	-12.78	-8.20
	L	Solaria Energía	7.158	Fri	-1.06	7.653	-6.47	4.459	3.194	71.64	42.98
		United Natural Foods	6.540	Fri	-4.23	7.068	-7.48	10.384	-3.316	-31.93	-40.42
	L	West Holdings	11.443	Fri	-0.72	12.445	-8.06	11.215	1.230	10.97	13.40
		Daqo New Energy	40.087	Fri	-1.54	43.906	-8.70	22.945	20.960	91.35	31.56
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	31/12/18	prc diff	⇓ Δ41	⇓∅-RS
	S	SunOpta	1.334	Fri	-3.80	1.493	-10.61	3.798	-2.305	-60.70	-56.03
Sustainability - 99 out of 100 instruments rated - 14/10/19 / 31/12/18 - 75 did rise, Market-Ratio(41) in CHF = 75.76 %

Technical Chart

	Sustainability RS = 41 - B/S = 72/67

5/01/15	scale up chart	14/10/19

Transactions Sustainability in Swiss Franc * L41 - 72/67 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		19/02/07	413		- cash -
long	19/02/07	26/02/07	7		Nordex	100	269	37.141	41.914	4.772	13	11,284	54,524
26/02/07		5/03/07	7		- cash -
	5/03/07	12/03/07	7		Nordex	100	327	34.411	41.357	6.946	20	13,555	> 999,999
12/03/07		19/03/07	7		- cash -
	19/03/07	30/07/07	133		Nordex	100	340	39.845	50.397	10.552	26	17,143	91
30/07/07		31/08/09	763		- cash -
	31/08/09	8/03/10	189		Aixtron	100	826	20.750	34.902	14.152	68	28,832	173
8/03/10		5/04/10	28		- cash -
	5/04/10	3/05/10	28		Green Plains RE	100	1,692	17.036	15.806	-1.229	-7	26,752	-62
3/05/10		21/03/11	322		- cash -
	21/03/11	9/05/11	49		Keurig	100	482	55.458	67.237	11.779	21	32,430	320
9/05/11		18/03/13	679		- cash -
	18/03/13	16/12/13	273		SunPower	100	2,950	10.991	24.795	13.804	126	73,152	197
16/12/13		30/12/13	14		- cash -
	30/12/13	28/07/14	210		Plug Power	100	50,546	1.447	4.990	3.543	245	252,232	760
28/07/14		29/09/14	63		- cash -
	29/09/14	6/10/14	7		Plug Power	100	59,326	4.252	4.225	-0.027	-1	250,653	-28
6/10/14		30/09/19	1820		- cash -
	30/09/19	18/10/19	18		Enphase Energy	100	11,298	22.184	24.675	2.490	11	278,788	765
accum	19/02/07	18/10/19	924	days out of 5040 invested (18%)						2,688		278,788	272

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Plug Power	long	30/12/13	28/07/14	210	1.45	4.99	3.54	244.81
		29/09/14	6/10/14	7	4.25	4.22	-0.03	-0.63	242.65
SunPower		18/03/13	16/12/13	273	10.99	24.79	13.80	125.60	125.60
Nordex		19/02/07	26/02/07	7	37.14	41.91	4.77	12.85
		5/03/07	12/03/07	7	34.41	41.36	6.95	20.18
		19/03/07	30/07/07	133	39.84	50.40	10.55	26.48	71.54
Aixtron		31/08/09	8/03/10	189	20.75	34.90	14.15	68.20	68.20
Keurig		21/03/11	9/05/11	49	55.46	67.24	11.78	21.24	21.24
Enphase Energy		30/09/19	18/10/19	18	22.18	24.67	2.49	11.23	11.23
Green Plains RE		5/04/10	3/05/10	28	17.04	15.81	-1.23	-7.22	-7.22

Annotations

12/07/19	REC Silicon	reverse split 10:1 (one for ten)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/01/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
18/09/17	Umweltbank	stock split 1:5 (five for one)
3/07/17	Xinjiang Goldwind	stock split 10:13 (thirteen for ten)
14/03/17	Sustainability	standard techniques were re-calculated.
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
18/05/16	Albioma	added
17/02/16	Nachhaltigkeit	Keurig Green Mountain drops out due to acquisition by JAB (Reimann).
25/01/16	HealthSouth	recording started
1/01/16	Sunrun	recording started
20/08/15	Nachhaltigkeit	complete analysis
20/07/15	eBay	spin-off of PayPal ratio 2790 : 3839
1/07/15	Scatec Solar	monitoring started


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