Share-o-matic - Assessment Sustainability

Assessment - Sustainability - 4/22/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
	S	SOM Sustainability	793.898	Fri	1.73	784.132	1.25	819.414	-35.282	-4.31	USD	-13.11
	L	Sprouts	66.980	Fri	1.64	65.430	2.37	41.810	23.620	56.49	USD	51.47
		Interface	15.610	Fri	1.96	15.100	3.38	9.330	5.770	61.84	USD	48.29
		Deckers Outdoor	833.460	Fri	3.34	810.220	2.87	628.420	181.800	28.93	USD	33.56
		L'Occitane	3.508	4/15		3.508		2.280	1.228	53.86	EUR	30.26
	L	INIT Innov. in Traff	38.600	Fri	3.49	37.900	1.85	27.200	10.700	39.34	EUR	26.47
	L	Rockwool	2,336.000	Fri	3.82	2,270.000	2.91	1,613.000	657.000	40.73	DKK	25.43
		Greenvolt	8.300	Fri		8.310	-0.12	6.565	1.745	26.58	EUR	22.69
		Steelcase	12.070	Fri	1.26	12.180	-0.90	11.310	0.870	7.69	USD	22.46
		MillerKnoll	25.730	Fri	1.46	25.550	0.70	23.950	1.600	6.68	USD	20.92
	L	Encavis	16.910	Fri		16.890	0.12	12.650	4.240	33.52	EUR	20.49
	L	Encompass Health	82.470	Fri	-0.31	80.330	2.66	63.400	16.930	26.70	USD	18.08
		Kadant	282.370	Fri	1.00	282.760	-0.14	250.330	32.430	12.95	USD	17.21
	L	Aspen Pharmacare	10.400	Fri	0.97	10.500	-0.95	8.450	2.050	24.26	EUR	17.10
	L	Huaneng Renewables	4.900	Fri	-2.00	4.970	-1.41	3.760	1.210	32.18	HKD	15.62
	L	Nordex	12.760	Fri	3.07	12.580	1.43	11.065	1.515	13.69	EUR	15.55
	L	eBay	52.020	Fri	1.32	50.940	2.12	38.730	12.210	31.53	USD	15.31
	L	Ricoh	1,338.500	Fri	1.67	1,373.000	-2.51	1,216.500	156.500	12.86	JPY	13.38
	L	Tomra Systems	139.500	Fri	-4.65	145.300	-3.99	95.540	49.760	52.08	NOK	10.43
	L	Cdn Nat Railway	170.400	Thu	1.22	177.190	-3.83	155.340	21.850	14.07	CAD	10.41
	L	Shimano	25,100.000	Fri	-0.99	23,805.000	5.44	22,225.000	1,580.000	7.11	JPY	8.79
		Sino-American Sili	192.500	Fri	0.52	188.500	2.12	175.500	13.000	7.41	TWD	8.45
	L	Neoen	29.720	Fri	1.23	29.100	2.13	25.400	3.700	14.57	EUR	7.90
	L	Kingfisher	247.000	Fri	-0.04	248.200	-0.48	229.000	19.200	8.38	GBP	7.81
		Molina Healthcare	342.230	Fri	-2.86	361.870	-5.43	361.130	0.740	0.20	USD	7.62
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
		Kurita Water	6,197.000	Fri	2.92	5,895.000	5.12	4,916.000	979.000	19.91	JPY	7.14
	L	Hannon Armstrong SIC	25.960	Fri	2.12	25.390	2.24	19.800	5.590	28.23	USD	6.87
		EJR	2,878.000	Fri	-0.09	2,919.500	-1.42	2,616.330	303.170	11.59	JPY	6.68
		E.on	12.410	Fri	-0.32	12.475	-0.52	11.310	1.165	10.30	EUR	6.45
	L	BillerudKorsnäs	91.000	Fri	-0.27	99.200	-8.27	98.700	0.500	0.51	SEK	6.24
	L	Svenska Cellulosa B	158.700	Fri	-0.13	154.600	2.65	156.200	-1.600	-1.02	SEK	5.44
		Nextracker	43.760	Fri	1.81	44.000	-0.55	34.275	9.725	28.37	USD	5.00
	L	Steico	35.400	Fri	3.21	32.100	10.28	29.400	2.700	9.18	EUR	4.58
		bioMérieux	101.500	Fri	2.01	100.700	0.79	94.380	6.320	6.70	EUR	4.55
	L	First Solar	178.730	Fri	2.12	176.280	1.39	133.840	42.440	31.71	USD	4.47
		Natura Cosmeticos	16.520	Thu	0.49	16.050	2.93	13.900	2.150	15.47	BRL	4.16
		Vestas Wind Systems	183.550	Fri	3.35	182.700	0.47	168.000	14.700	8.75	DKK	2.16
	L	Manawa Energy	4.370	Fri	-0.46	4.570	-4.38	4.460	0.110	2.47	NZD	1.48
		Geberit	495.500	Fri	2.55	485.100	2.14	453.000	32.100	7.09	CHF	0.07
	L	Befesa	26.520	Fri	1.22	32.420	-18.20	29.200	3.220	11.03	EUR	-0.28
	S	Enlight Renewable	6,020.000	Thu	-1.31	6,238.000	-3.49	5,185.000	1,053.000	20.31	ILS	-0.88
		Grenergy Renovables	25.950	Fri	2.98	25.850	0.39	24.480	1.370	5.60	EUR	-1.01
	L	LTC Properties	32.560	Fri	1.18	31.930	1.97	31.940	-0.010	-0.03	USD	-1.84
	L	China Three Gorges R	4.760	Fri	0.85	4.750	0.21	4.740	0.010	0.21	CNY	-2.50
		Severn Trent	2,458.000	Fri	0.66	2,486.000	-1.13	2,638.000	-152.000	-5.76	GBP	-3.03
	L	China Longyuan	0.668	Fri	-1.73	0.701	-4.62	0.727	-0.026	-3.63	EUR	-3.22
		Scatec	74.050	Fri	4.59	67.300	10.03	62.550	4.750	7.59	NOK	-4.18
	S	ReNew Energy Global	5.510	Fri	-1.96	5.660	-2.65	5.760	-0.100	-1.74	USD	-5.15
		Pennon Group	665.500	Fri	1.45	664.500	0.15	719.000	-54.500	-7.58	GBP	-5.18
	S	ERG	25.000	Fri	2.29	24.040	3.99	23.400	0.640	2.74	EUR	-5.38
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
		Mayr-Melnhof	114.000	Fri	1.79	117.800	-3.23	118.000	-0.200	-0.17	EUR	-5.70
		Verbund	69.850	Fri	-1.55	70.150	-0.43	83.300	-13.150	-15.79	EUR	-6.85
	L	Xinyi Solar	5.300	Fri	1.34	5.260	0.76	4.820	0.440	9.13	HKD	-7.34
	L	SFC Energy	18.520	Fri	0.54	18.600	-0.43	18.580	0.020	0.11	EUR	-7.71
	L	Algonquin	8.420	Thu	-0.47	8.310	1.32	7.580	0.730	9.63	CAD	-8.00
	S	West Holdings	2,770.000	Fri	-1.60	2,675.000	3.55	3,250.000	-575.000	-17.69	JPY	-8.82
		Edisun Power Europe	101.000	Wed		100.000	1.00	107.500	-7.500	-6.98	CHF	-8.90
	L	Ørsted	388.900	Fri	2.34	379.600	2.45	292.200	87.400	29.91	DKK	-10.24
	S	Smith and Nephew	981.000	Fri	1.72	974.800	0.64	1,015.500	-40.700	-4.01	GBP	-10.40
		Ormat Technologies	63.110	Fri	-1.05	64.570	-2.26	59.010	5.560	9.42	USD	-10.58
	S	7C Solarparken	3.170	Fri	1.12	3.090	2.59	3.190	-0.100	-3.13	EUR	-10.59
	L	BYD Company	212.800	Fri	4.42	200.800	5.98	242.200	-41.400	-17.09	HKD	-10.86
	L	Enphase Energy	111.930	Fri	3.80	110.510	1.28	78.550	31.960	40.69	USD	-11.36
	S	Potlatch	41.050	Fri	0.02	41.350	-0.73	44.840	-3.490	-7.78	USD	-12.04
		Geox	0.694	Fri	0.87	0.662	4.83	0.678	-0.016	-2.36	EUR	-12.36
	S	Northland Power	20.670	Thu	-3.68	21.120	-2.13	20.900	0.220	1.05	CAD	-13.41
	S	Energiekontor	63.400	Fri	0.79	62.200	1.93	64.700	-2.500	-3.86	EUR	-14.94
	S	Boralex	27.160	Thu	-1.49	26.990	0.63	28.370	-1.380	-4.86	CAD	-15.46
	S	Sims Metal Managemt	11.770	Fri	-0.51	11.760	0.09	12.730	-0.970	-7.62	AUD	-16.04
	S	Brookfield Renewable	29.070	Thu	-2.06	28.850	0.76	30.300	-1.450	-4.79	CAD	-16.69
		Derichebourg	3.910	Fri	1.35	4.002	-2.30	4.286	-0.284	-6.63	EUR	-16.84
	L	Green Plains RE	21.400	Fri	1.13	22.120	-3.25	25.810	-3.690	-14.30	USD	-17.82
	S	Boiron	33.750	Fri	-1.60	33.850	-0.30	42.600	-8.750	-20.54	EUR	-18.37
	L	GCL Poly Energy	1.150	Fri	5.50	1.070	7.48	1.180	-0.110	-9.32	HKD	-18.84
		United Renewable	12.000	Fri	-0.41	12.200	-1.64	13.800	-1.600	-11.59	TWD	-19.29
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
	S	EDP Renováveis	12.850	Fri	1.82	12.730	0.94	15.480	-2.750	-17.76	EUR	-20.77
		Innergex RE	7.970	Thu	-2.69	8.080	-1.36	8.970	-0.890	-9.92	CAD	-20.86
	L	Goldwind Sc&Tech	0.390	Fri	6.82	0.360	8.31	0.444	-0.084	-18.92	EUR	-21.20
	L	LONGi Green Energy	18.620	Fri	1.92	19.250	-3.27	23.840	-4.590	-19.25	CNY	-21.71
	L	Daqo New Energy	23.560	Thu	-0.80	22.290	5.70	27.540	-5.250	-19.06	USD	-21.86
		Voltalia	8.140	Fri	1.24	7.590	7.25	8.850	-1.260	-14.24	EUR	-24.67
	S	Acciona Energías	19.270	Fri	2.72	19.350	-0.41	26.900	-7.550	-28.07	EUR	-24.69
		Umweltbank	6.560	Fri	2.18	6.380	2.82	7.760	-1.380	-17.78	EUR	-25.27
	S	BCPG	6.550	Fri	-2.24	6.500	0.77	8.850	-2.350	-26.55	THB	-25.61
	S	SMA Solar	50.850	Fri	6.47	47.200	7.73	53.650	-6.450	-12.02	EUR	-27.60
		Bloom Energy	10.600	Fri	10.99	9.320	13.73	10.610	-1.290	-12.16	USD	-28.46
	S	Sunrun	10.290	Fri	5.97	10.050	2.39	9.230	0.820	8.88	USD	-28.59
	S	Solaria Energía	9.565	Fri	0.68	9.695	-1.34	14.720	-5.025	-34.14	EUR	-28.65
		Ballard Power	3.370	Thu	-3.16	3.560	-5.34	4.510	-0.950	-21.06	CAD	-28.76
	S	Aixtron	22.820	Fri	4.78	21.490	6.19	28.010	-6.520	-23.28	EUR	-29.96
		Xinte Energy	8.520	Fri	4.28	8.720	-2.29	10.700	-1.980	-18.50	HKD	-29.97
		Energy Recovery	14.200	Fri	0.07	13.750	3.27	17.970	-4.220	-23.48	USD	-31.07
		Trina Solar	20.580	Fri	3.21	21.020	-2.09	31.220	-10.200	-32.67	CNY	-31.12
		Array Tech	12.400	Fri	3.85	11.690	6.07	13.940	-2.250	-16.14	USD	-32.69
	S	JinkoSolar	24.140	Fri	4.55	21.820	10.63	36.400	-14.580	-40.05	USD	-32.96
	S	Altus Power	3.600	Thu	-2.17	3.620	-0.55	4.650	-1.030	-22.15	USD	-33.84
		Verbio	19.870	Fri	4.09	19.280	3.06	35.060	-15.780	-45.01	EUR	-34.00
	S	Tesla Motors	168.290	Fri	-1.11	142.050	18.47	223.710	-81.660	-36.50	USD	-34.16
	L	Nel	5.000	Fri	9.51	4.680	6.84	7.520	-2.840	-37.77	NOK	-40.26
	S	Canadian Solar	14.500	Thu	-3.07	14.970	-3.14	20.970	-6.000	-28.61	USD	-41.27
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
		FuelCell Energy	0.871	Fri	3.38	0.813	7.05	1.050	-0.237	-22.55	USD	-43.64
	S	United Natural Foods	9.130	Fri	3.05	9.100	0.33	14.860	-5.760	-38.76	USD	-45.55
	S	Shoals Technologies	8.520	Fri	3.15	8.430	1.07	13.530	-5.100	-37.69	USD	-49.44
		SolarEdge	58.200	Fri	2.81	54.510	6.77	71.620	-17.110	-23.89	USD	-49.72
		McPhy Energy	1.940	Fri	2.65	1.904	1.89	3.780	-1.876	-49.63	EUR	-50.64
		Plug Power	2.410	Fri	1.26	2.490	-3.21	3.470	-0.980	-28.24	USD	-53.77
		SunPower	1.990	Fri	5.85	2.140	-7.01	3.810	-1.670	-43.83	USD	-57.29
	S	Sunnova Energy	4.000	Fri	8.70	3.820	4.71	8.520	-4.700	-55.16	USD	-63.63
	S	Maxeon Solar	2.090	Fri	17.42	1.940	7.73	5.480	-3.540	-64.60	USD	-72.46
Sustainability - 108 out of 108 instruments rated - 4/22/24 / 11/13/23 - 51 did rise, Market-Ratio(23) = 47.22 %

Technical Chart

	Sustainability RS = 23 - B/S = 70/73

1/06/20	scale up chart	4/22/24

Transactions Sustainability * S23 - 70/73 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/09/06	7		- cash -
short	1/09/06	1/30/06	21		Ballard Power	100	2,008	CAD	4.980	6.240	3.720	-1.260	-25	7,470	-99
1/30/06		6/12/06	133		- cash -
	6/12/06	11/20/06	161		eBay	100	589	USD	12.673	13.952	11.393	-1.280	-10	6,716	-21
11/20/06		1/08/07	49		- cash -
	1/08/07	1/22/07	14		Whole Foods Market	100	290	USD	23.120	22.095	24.193	1.073	5	7,027	226
1/22/07		6/25/07	154		- cash -
	6/25/07	5/04/09	679		Green Plains RE	100	384	USD	18.290	2.480	134.889	116.599	638	51,801	193
5/04/09		6/08/09	35		- cash -
	6/08/09	6/29/09	21		Kansas City Southern	100	3,245	USD	15.960	16.050	15.870	-0.090	-1	51,509	-9
6/29/09		7/06/09	7		- cash -
	7/06/09	7/27/09	21		REC Silicon	100	149	NOK	344.000	382.700	305.300	-38.700	-11	45,743	-87
7/27/09		11/02/09	98		- cash -
	11/02/09	12/21/09	49		REC Silicon	100	193	NOK	236.900	301.800	172.000	-64.900	-27	33,217	-91
12/21/09		1/04/10	14		- cash -
	1/04/10	11/01/10	301		Plug Power	100	47,453	USD	0.700	0.470	1.043	0.343	49	49,475	62
11/01/10		11/15/10	14		- cash -
	11/15/10	1/24/11	70		Vestas Wind Systems	100	1,435	DKK	34.460	39.620	29.300	-5.160	-15	42,070	-57
1/24/11		2/28/11	35		- cash -
	2/28/11	5/02/11	63		China High-Speed	100	3,664	HKD	11.480	10.320	12.770	1.290	11	46,798	85
5/02/11		5/16/11	14		- cash -
	5/16/11	1/21/13	616		Phoenix Solar	100	3,015	EUR	15.520	1.270	189.662	174.142	1,122	571,835	341
1/21/13		1/28/13	7		- cash -
	1/28/13	3/11/13	42		Plug Power	100	1,216,670	USD	0.470	0.170	1.299	0.829	176	1,580,941	688,719
3/11/13		3/18/13	7		- cash -
	3/18/13	4/01/13	14		Plug Power	100	7,186,097	USD	0.220	0.170	0.285	0.065	29	2,045,882	82,901
4/01/13		4/08/13	7		- cash -
	4/08/13	4/15/13	7		Plug Power	100	11,366,010	USD	0.180	0.180	0.180	0.000	0	2,045,882	0
4/15/13		6/17/13	63		- cash -
	6/17/13	9/30/13	105		Suzlon Energy	100	211,569	INR	9.670	6.490	14.408	4.738	49	3,048,338	300
9/30/13		10/07/13	7		- cash -
	10/07/13	11/25/13	49		Electrawinds	100	2,312,851	EUR	1.318	0.950	1.829	0.511	39	4,229,280	1,046
11/25/13		12/23/13	28		- cash -
	12/23/13	1/20/14	28		Electrawinds	100	4,981,483	EUR	0.849	0.850	0.848	-0.001	0	4,224,298	-2
1/20/14		2/24/14	35		- cash -
	2/24/14	3/10/14	14		Electrawinds	100	5,632,397	EUR	0.750	0.700	0.804	0.054	7	4,526,195	505
3/10/14		3/31/14	21		- cash -
	3/31/14	3/23/15	357		SolarWorld	100	116,624	EUR	38.810	13.465	111.862	73.052	188	13,045,765	195
3/23/15		5/04/15	42		- cash -
	5/04/15	5/25/15	21		Plug Power	100	5,218,305	USD	2.500	2.580	2.420	-0.080	-3	12,628,300	-43
5/25/15		6/08/15	14		- cash -
	6/08/15	6/22/15	14		Energy Recovery	100	4,838,429	USD	2.610	2.730	2.490	-0.120	-5	12,047,689	-71
6/22/15		7/06/15	14		- cash -
	7/06/15	4/08/19	1372		Plug Power	100	5,402,551	USD	2.230	2.770	1.690	-0.540	-24	9,130,311	-7
4/08/19		4/15/19	7		- cash -
	4/15/19	6/03/19	49		Senvion	100	18,519,901	EUR	0.493	0.815	0.171	-0.322	-65	3,166,903	-100
6/03/19		7/15/19	42		- cash -
	7/15/19	1/13/20	182		Senvion	100	4,698,669	EUR	0.674	0.020	22.714	22.040	3,270	107m	115,685
1/13/20		3/02/20	49		- cash -
	3/02/20	8/17/20	168		Meyer Burger	100	381,159,386	CHF	0.280	0.173	0.452	0.172	62	172m	184
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
8/17/20		5/10/21	266		- cash -
	5/10/21	4/25/24	1081		Ballard Power	100	9,910,144	CAD	17.400	3.370	89.840	72.440	416	890m	74
accum	1/09/06	4/25/24	5521	days out of 6690 invested (83%)								8,903,154		890m	112

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	5/16/11	1/21/13	616	15.52	1.27	189.66	174.14	1,122.05	1,122.05
Senvion		4/15/19	6/03/19	49	0.49	0.82	0.17	-0.32	-65.31
		7/15/19	1/13/20	182	0.67	0.02	22.71	22.04	3,270.00	1,068.90
Green Plains RE		6/25/07	5/04/09	679	18.29	2.48	134.89	116.60	637.50	637.50
Plug Power		1/04/10	11/01/10	301	0.70	0.47	1.04	0.34	48.94
		1/28/13	3/11/13	42	0.47	0.17	1.30	0.83	176.47
		3/18/13	4/01/13	14	0.22	0.17	0.28	0.06	29.41
		4/08/13	4/15/13	7	0.18	0.18	0.18	0.00	0.00
		5/04/15	5/25/15	21	2.50	2.58	2.42	-0.08	-3.20
		7/06/15	4/08/19	1372	2.23	2.77	1.69	-0.54	-24.22	290.92
Ballard Power		1/09/06	1/30/06	21	4.98	6.24	3.72	-1.26	-25.30
		5/10/21	4/25/24	1081	17.40	3.37	89.84	72.44	416.32	285.69
SolarWorld		3/31/14	3/23/15	357	38.81	13.47	111.86	73.05	188.23	188.23
Meyer Burger		3/02/20	8/17/20	168	0.28	0.17	0.45	0.17	61.57	61.57
Suzlon Energy		6/17/13	9/30/13	105	9.67	6.49	14.41	4.74	49.00	49.00
Electrawinds		10/07/13	11/25/13	49	1.32	0.95	1.83	0.51	38.74
		12/23/13	1/20/14	28	0.85	0.85	0.85	-0.00	-0.12
		2/24/14	3/10/14	14	0.75	0.70	0.80	0.05	7.15	48.48
China High-Speed		2/28/11	5/02/11	63	11.48	10.32	12.77	1.29	11.24	11.24
Whole Foods Market		1/08/07	1/22/07	14	23.12	22.10	24.19	1.07	4.64	4.64
Kansas City Southern		6/08/09	6/29/09	21	15.96	16.05	15.87	-0.09	-0.56	-0.56
Energy Recovery		6/08/15	6/22/15	14	2.61	2.73	2.49	-0.12	-4.60	-4.60
eBay		6/12/06	11/20/06	161	12.67	13.95	11.39	-1.28	-10.10	-10.10
Vestas Wind Systems		11/15/10	1/24/11	70	34.46	39.62	29.30	-5.16	-14.97	-14.97
REC Silicon		7/06/09	7/27/09	21	344.00	382.70	305.30	-38.70	-11.25
		11/02/09	12/21/09	49	236.90	301.80	172.00	-64.90	-27.40	-35.56

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