Share-o-matic - Assessment Sustainability

Assessment - Sustainability - 7/01/24 - RS = 41

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	Curr	∅-RS
	L	SOM Sustainability	764.051	8/12/24	-0.76	785.582	-2.74	919.075	-133.493	-14.52	USD	-5.63
	L	Sprouts	96.180	8/12/24	-0.10	83.570	15.09	40.730	42.840	105.18	USD	61.79
	L	First Solar	219.230	8/12/24	3.51	222.710	-1.56	167.740	54.970	32.77	USD	53.49
		Deckers Outdoor	918.300	8/12/24	3.15	946.300	-2.96	526.260	420.040	79.82	USD	52.40
	L	Rockwool	2,744.000	8/12/24	-0.22	2,824.000	-2.83	1,644.500	1,179.500	71.72	DKK	44.41
	L	L'Occitane	3.940	7/29/24	0.72	3.872	1.76	2.895	0.977	33.75	EUR	37.10
	L	Nextracker	38.980	8/12/24	-2.01	46.120	-15.48	41.730	4.390	10.52	USD	32.31
	L	Neoen	38.380	8/12/24	-0.10	37.340	2.79	28.020	9.320	33.26	EUR	31.70
		Interface	16.310	8/12/24	-0.79	14.570	11.94	9.750	4.820	49.44	USD	29.79
	L	INIT Innov. in Traff	38.000	8/12/24	-3.55	39.700	-4.28	26.300	13.400	50.95	EUR	27.98
	L	Hannon Armstrong SIC	30.210	8/12/24	-1.63	28.730	5.15	24.920	3.810	15.29	USD	27.72
	L	Huaneng Renewables	4.620	8/12/24	0.22	5.790	-20.21	3.950	1.840	46.58	HKD	25.33
	L	Grenergy Renovables	34.450	8/12/24	1.32	34.450		24.800	9.650	38.91	EUR	25.07
	L	Scatec	84.600	8/12/24	-1.46	85.900	-1.51	67.950	17.950	26.42	NOK	23.23
	L	China Longyuan	0.807	8/12/24	-0.35	0.816	-1.10	0.732	0.084	11.48	EUR	22.97
		Encavis	17.000	8/12/24		16.900	0.59	13.410	3.490	26.03	EUR	20.38
		Encompass Health	86.860	8/12/24	1.33	85.360	1.76	69.090	16.270	23.55	USD	19.95
	L	Kurita Water	5,634.000	8/09/24	-9.14	6,864.000	-17.92	5,513.000	1,351.000	24.51	JPY	19.82
		Aspen Pharmacare	11.700	8/12/24	0.86	11.800	-0.85	8.200	3.600	43.90	EUR	17.85
	L	eBay	55.810	8/12/24	-1.26	52.680	5.94	43.910	8.770	19.97	USD	17.79
		Greenvolt	8.350	8/12/24	0.60	8.500	-1.76	5.880	2.620	44.56	EUR	17.69
	L	Sino-American Sili	188.000	8/12/24	0.80	222.000	-15.32	165.000	57.000	34.55	TWD	17.34
		Steelcase	12.290	8/12/24	-1.76	12.960	-5.17	8.740	4.220	48.28	USD	14.76
	L	Shimano	27,080.000	8/09/24	-0.48	25,065.000	8.04	20,670.000	4,395.000	21.26	JPY	12.58
		Nordex	13.140	8/12/24	-2.81	11.510	14.16	11.630	-0.120	-1.03	EUR	11.66
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	Curr	∅-RS
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	452.700	76.500	16.90	CHF	10.57
	L	Bloom Energy	11.140	8/12/24	-3.05	11.370	-2.02	14.470	-3.100	-21.42	USD	10.15
	L	Steico	26.850	8/12/24	0.56	29.000	-7.41	25.200	3.800	15.08	EUR	9.83
		Ricoh	1,254.500	8/09/24	2.12	1,404.000	-10.65	1,327.500	76.500	5.76	JPY	9.19
	L	SFC Energy	19.620	8/12/24	-0.71	19.740	-0.61	20.850	-1.110	-5.32	EUR	9.18
	L	Boralex	34.490	8/12/24	0.09	33.510	2.92	33.040	0.470	1.42	CAD	9.11
		Kadant	290.300	8/12/24	-1.48	290.340	-0.01	220.960	69.380	31.40	USD	8.96
		MillerKnoll	27.140	8/12/24	-3.49	26.460	2.57	18.140	8.320	45.87	USD	8.52
		Innergex RE	9.450	8/12/24	-1.87	10.230	-7.62	12.430	-2.200	-17.70	CAD	7.95
	L	BillerudKorsnäs	105.900	8/12/24	0.95	98.450	7.57	87.000	11.450	13.16	SEK	7.68
	L	Voltalia	10.180	8/12/24	-0.97	9.180	10.89	14.340	-5.160	-35.98	EUR	7.16
		Kingfisher	271.400	8/12/24	0.18	251.400	7.96	235.600	15.800	6.71	GBP	6.04
	L	BYD Company	213.600	8/12/24	-0.28	232.000	-7.93	247.000	-15.000	-6.07	HKD	5.14
		E.on	12.325	8/12/24	0.78	12.205	0.98	11.585	0.620	5.35	EUR	4.41
	L	Ormat Technologies	71.710	8/12/24	-1.10	69.200	3.63	73.710	-4.510	-6.12	USD	4.32
	L	GCL Poly Energy	1.140	8/12/24		1.160	-1.72	1.360	-0.200	-14.71	HKD	4.29
		Tomra Systems	158.200	8/12/24	0.13	131.600	20.21	133.300	-1.700	-1.28	NOK	4.08
		Svenska Cellulosa B	137.050	8/12/24	0.81	156.050	-12.18	148.550	7.500	5.05	SEK	3.90
	L	LTC Properties	35.900	8/12/24	-0.22	34.440	4.24	31.930	2.510	7.86	USD	3.25
		ReNew Energy Global	5.880	8/12/24	-0.84	6.080	-3.29	5.810	0.270	4.65	USD	2.27
		Cdn Nat Railway	152.200	8/12/24	-0.01	161.660	-5.85	156.170	5.490	3.52	CAD	2.10
	L	Enphase Energy	109.110	8/12/24	1.16	97.260	12.18	117.160	-19.900	-16.99	USD	2.00
	L	Enlight Renewable	6,019.000	8/12/24	-3.23	5,595.000	7.58	6,240.000	-645.000	-10.34	ILS	1.84
	L	Northland Power	23.400	8/12/24	-0.47	23.520	-0.51	23.920	-0.400	-1.67	CAD	1.48
	L	Brookfield Renewable	33.500	8/12/24	-0.45	33.850	-1.03	35.320	-1.470	-4.16	CAD	1.37
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	Curr	∅-RS
	L	Goldwind Sc&Tech	0.474	8/12/24	1.28	0.371	27.94	0.475	-0.105	-22.00	EUR	0.54
		Vestas Wind Systems	152.250	8/12/24	-7.76	162.100	-6.08	156.100	6.000	3.84	DKK	-1.36
	L	Verbund	76.850	8/12/24	1.52	75.750	1.45	80.250	-4.500	-5.61	EUR	-1.50
	L	Manawa Energy	4.160	8/12/24	2.46	4.120	0.97	4.400	-0.280	-6.36	NZD	-1.88
		China Three Gorges R	4.750	8/12/24	-0.21	4.480	6.03	4.820	-0.340	-7.05	CNY	-3.11
	L	Ørsted	417.500	8/12/24	0.63	376.000	11.04	407.200	-31.200	-7.66	DKK	-4.09
	L	Sunrun	17.330	8/12/24	-3.13	10.915	58.77	14.100	-3.185	-22.59	USD	-4.22
		Befesa	26.540	8/12/24	0.15	32.020	-17.11	30.000	2.020	6.73	EUR	-4.61
	S	Severn Trent	2,514.000	8/12/24	-0.63	2,394.000	5.01	2,447.000	-53.000	-2.17	GBP	-5.11
		Derichebourg	4.556	8/12/24	0.80	4.390	3.78	4.748	-0.358	-7.54	EUR	-5.62
	S	bioMérieux	96.650	8/12/24	-0.67	89.700	7.75	91.400	-1.700	-1.86	EUR	-5.87
		Smith and Nephew	1,156.000	8/12/24	-0.86	975.600	18.49	1,048.500	-72.900	-6.95	GBP	-6.12
		ERG	23.280	8/12/24		23.440	-0.68	24.840	-1.400	-5.64	EUR	-6.32
	L	United Natural Foods	12.320	8/12/24	-1.28	12.790	-3.67	18.560	-5.770	-31.09	USD	-6.76
		West Holdings	2,142.000	8/09/24	-1.38	2,485.000	-13.80	3,175.000	-690.000	-21.73	JPY	-7.06
	L	Mayr-Melnhof	103.600	8/12/24	1.17	110.800	-6.50	129.800	-19.000	-14.64	EUR	-7.39
	L	Solaria Energía	11.050	8/12/24	1.47	11.600	-4.74	14.380	-2.780	-19.33	EUR	-7.39
		Energiekontor	58.500	8/12/24	-2.34	62.100	-5.80	84.400	-22.300	-26.42	EUR	-8.08
		Algonquin	7.070	8/12/24	-4.72	8.040	-12.06	9.610	-1.570	-16.34	CAD	-8.40
	S	Natura Cosmeticos	16.380	8/12/24	-0.91	15.550	5.34	15.450	0.100	0.65	BRL	-9.13
	S	EJR	2,572.000	8/09/24	-0.87	2,607.000	-1.34	2,970.000	-363.000	-12.22	JPY	-9.57
		7C Solarparken	2.285	8/12/24	0.88	2.755	-17.06	3.315	-0.560	-16.89	EUR	-10.60
	S	Molina Healthcare	337.670	8/12/24	-0.15	292.160	15.58	329.000	-36.840	-11.20	USD	-10.63
		Tesla Motors	197.490	8/12/24	-1.26	209.860	-5.89	265.280	-55.420	-20.89	USD	-12.07
	L	EDP Renováveis	14.010	8/12/24	-0.92	13.280	5.50	16.290	-3.010	-18.48	EUR	-12.34
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	Curr	∅-RS
	S	Pennon Group	587.500	8/12/24	-0.84	584.500	0.51	619.000	-34.500	-5.57	GBP	-12.35
	S	Potlatch	40.860	8/12/24	-1.99	37.780	8.15	47.300	-9.520	-20.13	USD	-12.51
	L	Acciona Energías	20.140	8/12/24	-0.30	19.630	2.60	25.920	-6.290	-24.27	EUR	-14.69
	L	Umweltbank	5.640	8/12/24	-1.40	6.380	-11.60	8.820	-2.440	-27.66	EUR	-15.93
	L	Nel	5.518	8/12/24	-1.99	6.090	-9.39	10.400	-4.310	-41.44	NOK	-15.94
	S	Geox	0.557	8/12/24	0.91	0.590	-5.59	0.710	-0.120	-16.90	EUR	-16.12
	L	United Renewable	11.300	8/12/24	0.89	13.250	-14.72	15.300	-2.050	-13.40	TWD	-16.13
	L	Boiron	30.800	8/12/24	0.82	30.000	2.67	53.900	-23.900	-44.34	EUR	-16.23
	S	Edisun Power Europe	73.500	8/12/24	1.38	79.500	-7.55	115.000	-35.500	-30.87	CHF	-16.38
		Altus Power	2.940	8/12/24	-6.96	3.730	-21.18	5.910	-2.180	-36.89	USD	-19.15
		Xinyi Solar	3.530	8/12/24	0.28	3.930	-10.18	5.980	-2.050	-34.28	HKD	-19.77
	L	JinkoSolar	18.850	8/12/24	-3.48	20.570	-8.36	29.330	-8.760	-29.87	USD	-20.77
	S	Sims Metal Managemt	9.690	8/12/24	-2.71	10.200	-5.00	13.700	-3.500	-25.55	AUD	-21.03
	L	Xinte Energy	7.540	8/12/24	1.62	8.100	-6.91	15.860	-7.760	-48.93	HKD	-22.14
	L	Array Tech	7.030	8/12/24	-0.99	9.570	-26.54	24.120	-14.550	-60.32	USD	-22.33
		Ballard Power	2.510	8/12/24	-5.99	3.090	-18.77	5.370	-2.280	-42.46	CAD	-25.04
	L	Verbio	16.100	8/12/24	0.06	17.330	-7.10	41.490	-24.160	-58.23	EUR	-25.56
	S	LONGi Green Energy	13.930	8/12/24	0.87	14.050	-0.85	26.320	-12.270	-46.62	CNY	-26.11
	L	Trina Solar	17.340	8/12/24	0.58	17.120	1.29	30.360	-13.240	-43.61	CNY	-26.26
		Daqo New Energy	16.060	8/12/24	-4.74	14.310	12.23	31.620	-17.310	-54.74	USD	-26.64
	L	Canadian Solar	13.200	8/12/24	-2.51	14.010	-5.78	26.680	-12.670	-47.49	USD	-27.00
		BCPG	5.550	8/09/24		6.250	-11.20	10.200	-3.950	-38.73	THB	-27.09
	L	McPhy Energy	2.320	8/08/24		2.425	-4.33	5.920	-3.495	-59.04	EUR	-27.32
		Energy Recovery	16.600	8/12/24	-0.30	12.700	30.71	22.900	-10.200	-44.54	USD	-28.33
		Aixtron	18.340	8/12/24	-2.19	17.960	2.12	34.140	-16.180	-47.39	EUR	-29.83
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	Curr	∅-RS
	S	SMA Solar	21.900	8/12/24	-1.26	26.480	-17.30	63.550	-37.070	-58.33	EUR	-30.04
	L	SunPower	0.200	8/12/24	-4.76	2.710	-92.62	6.770	-4.060	-59.97	USD	-34.59
		FuelCell Energy	0.441	8/12/24	-1.61	0.611	-27.76	1.170	-0.560	-47.82	USD	-35.70
	L	Sunnova Energy	6.620	8/12/24	-4.47	5.230	26.58	11.820	-6.590	-55.75	USD	-39.06
	L	Plug Power	1.950	8/12/24	-1.02	2.280	-14.47	8.150	-5.870	-72.02	USD	-39.70
	S	Green Plains RE	13.160	8/12/24	-0.38	15.540	-15.32	32.590	-17.050	-52.32	USD	-40.12
	S	Shoals Technologies	5.130	8/12/24	0.20	6.110	-16.04	20.340	-14.230	-69.96	USD	-51.10
	S	SolarEdge	21.440	8/12/24	1.13	23.970	-10.55	136.220	-112.250	-82.40	USD	-55.38
	S	Maxeon Solar	0.146	8/12/24	-8.16	0.549	-73.34	13.170	-12.621	-95.83	USD	-75.99
Sustainability - 108 out of 108 instruments rated - 7/01/24 / 9/18/23 - 39 did rise, Market-Ratio(41) = 36.11 %

Technical Chart

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

1/04/21	scale up chart	7/01/24

Transactions Sustainability * L41 - 72/67 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		2/19/07	413		- cash -
long	2/19/07	2/26/07	7		Nordex	100	436	EUR	22.890	25.820	2.930	13	11,277	53,309
2/26/07		3/05/07	7		- cash -
	3/05/07	3/12/07	7		Nordex	100	526	EUR	21.440	25.540	4.100	19	13,434	917,502
3/12/07		3/19/07	7		- cash -
	3/19/07	7/30/07	133		Nordex	100	541	EUR	24.790	30.590	5.800	23	16,572	78
7/30/07		8/31/09	763		- cash -
	8/31/09	3/08/10	189		Aixtron	100	1,210	EUR	13.690	23.850	10.160	74	28,865	192
3/08/10		4/05/10	28		- cash -
	4/05/10	5/03/10	28		Green Plains RE	100	1,798	USD	16.050	14.670	-1.380	-9	26,384	-69
5/03/10		3/21/11	322		- cash -
	3/21/11	5/09/11	49		Keurig Dr Pepper	100	428	USD	61.570	76.500	14.930	24	32,774	404
5/09/11		3/18/13	679		- cash -
	3/18/13	12/16/13	273		SunPower	100	2,798	USD	11.710	27.940	16.230	139	78,186	220
12/16/13		12/30/13	14		- cash -
	12/30/13	7/28/14	210		Plug Power	100	47,966	USD	1.630	5.520	3.890	239	264,774	733
7/28/14		9/29/14	63		- cash -
	9/29/14	10/06/14	7		Plug Power	100	59,233	USD	4.470	4.410	-0.060	-1	261,220	-51
10/06/14		9/30/19	1820		- cash -
	9/30/19	12/02/19	63		Enphase Energy	100	11,750	USD	22.230	22.070	-0.160	-1	259,340	-4
12/02/19		2/10/20	70		- cash -
	2/10/20	3/02/20	21		Tesla Motors	100	5,043	USD	51.419	49.575	-1.844	-4	250,040	-47
3/02/20		7/20/20	140		- cash -
	7/20/20	9/06/21	413		Tesla Motors	100	2,282	USD	109.533	244.523	134.990	123	558,087	103
9/06/21		7/15/25	1408		- cash -
accum	2/19/07	9/06/21	1400	days out of 7134 invested (20%)							5,481		558,087	185

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Plug Power	long	12/30/13	7/28/14	210	1.63	5.52	3.89	238.65
		9/29/14	10/06/14	7	4.47	4.41	-0.06	-1.34	234.10
SunPower		3/18/13	12/16/13	273	11.71	27.94	16.23	138.60	138.60
Tesla Motors		2/10/20	3/02/20	21	51.42	49.57	-1.84	-3.59
		7/20/20	9/06/21	413	109.53	244.52	134.99	123.24	115.24
Aixtron		8/31/09	3/08/10	189	13.69	23.85	10.16	74.21	74.21
Nordex		2/19/07	2/26/07	7	22.89	25.82	2.93	12.80
		3/05/07	3/12/07	7	21.44	25.54	4.10	19.12
		3/19/07	7/30/07	133	24.79	30.59	5.80	23.40	65.81
Keurig Dr Pepper		3/21/11	5/09/11	49	61.57	76.50	14.93	24.25	24.25
Enphase Energy		9/30/19	12/02/19	63	22.23	22.07	-0.16	-0.72	-0.72
Green Plains RE		4/05/10	5/03/10	28	16.05	14.67	-1.38	-8.60	-8.60

Annotations

3/28/24	EJR	stock split 1:3 (three for one)
2/06/23	Enlight Renewable	reverse split 10:1 (one for ten)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
5/27/22	Tomra Systems	stock split 1:2 (two for one)
7/29/21	United Renewable	reverse stock split 0.5658:1
4/01/21	GCL Poly Energy	suspended
12/14/20	Brookfield Renewable	Stock split 2:3 (three for two)
11/17/20	Daqo New Energy	stock split 1:5 (five for one)
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/20/17	bioMérieux	stock split 1:3 (three for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/03/17	Xinjiang Goldwind	stock split 10:13 (thirteen for ten)
3/14/17	Sustainability	standard techniques were re-calculated.
9/12/16	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
2/17/16	Nachhaltigkeit	Keurig Green Mountain drops out due to acquisition by JAB (Reimann).
1/25/16	HealthSouth	recording started
1/01/16	Sunrun	recording started
8/20/15	Nachhaltigkeit	complete analysis
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
7/01/15	Scatec Solar	monitoring started


	is taking down something concerning