Assessment - Photon Photovoltaik-Aktienindex - 13/03/23 - RS = 46
⇐
⇓ instrument
freshest
⇓ Δday
13/03/23
⇓ Δwk
25/04/22
prc diff
⇓ Δ46
Curr
∅-RS
SOM Price Index
4,193.660
Mon
0.03
4,501.390
-6.84
3,958.900
542.490
13.70
USD
0.47
First Solar
204.680
Mon
2.53
203.580
0.54
72.450
131.130
180.99
USD
96.63
Maxeon Solar
23.390
Mon
3.40
25.660
-8.85
10.850
14.810
136.50
USD
60.57
SMA Solar
71.550
Mon
-2.85
78.600
-8.97
38.700
39.900
103.10
EUR
56.03
Array Tech
17.230
Mon
0.94
19.660
-12.36
7.130
12.530
175.74
USD
37.32
Meyer Burger
0.511
Mon
-0.39
0.574
-11.06
0.430
0.144
33.49
CHF
20.12
Canadian Solar
35.860
Mon
2.37
39.200
-8.52
28.760
10.440
36.30
USD
13.77
L
Xinte Energy
19.260
Mon
-2.92
20.500
-6.05
16.260
4.240
26.08
HKD
13.74
L
SolarEdge
272.310
Mon
1.91
316.210
-13.88
253.490
62.720
24.74
USD
12.87
Shoals Technologies
20.650
Mon
2.69
21.060
-1.95
10.420
10.640
102.11
USD
5.62
L
Sino-American Sili
152.000
Mon
-1.30
157.000
-3.18
148.000
9.000
6.08
TWD
3.02
Daqo New Energy
48.000
Mon
5.08
49.830
-3.67
40.770
9.060
22.22
USD
0.50
S
United Renewable
21.350
Mon
1.18
20.650
3.39
22.500
-1.850
-8.22
TWD
-3.99
JinkoSolar
45.050
Mon
5.36
49.680
-9.32
52.180
-2.500
-4.79
USD
-6.58
Enphase Energy
192.510
Mon
4.83
211.530
-8.99
157.600
53.930
34.22
USD
-6.78
S
Solaria Energía
16.620
Mon
-1.60
17.325
-4.07
20.990
-3.665
-17.46
EUR
-9.12
S
Encavis
16.560
Mon
1.41
16.875
-1.87
20.660
-3.785
-18.32
EUR
-12.30
S
Enlight Renewable
5,876.000
Mon
0.69
6,220.000
-5.53
7,458.000
-1,238.000
-16.60
ILS
-13.17
L
Flat Glass
19.380
Mon
-1.62
20.700
-6.38
23.850
-3.150
-13.21
HKD
-13.33
BCPG
9.200
Mon
2.22
9.100
1.10
12.200
-3.100
-25.41
THB
-13.62
S
Grenergy Renovables
26.060
Mon
-2.40
28.180
-7.52
33.040
-4.860
-14.71
EUR
-13.98
Xinyi Solar
8.510
Mon
-3.19
8.840
-3.73
10.920
-2.080
-19.05
HKD
-15.52
S
Sunnova Energy
12.690
Mon
-1.86
16.820
-24.55
16.550
0.270
1.63
USD
-17.45
S
Sunrun
17.030
Mon
-1.67
21.260
-19.90
20.550
0.710
3.45
USD
-19.19
S
GCL Poly Energy
1.880
Mon
-3.59
1.990
-5.53
2.380
-0.390
-16.39
HKD
-20.11
⇓ instrument
freshest
⇓ Δday
13/03/23
⇓ Δwk
25/04/22
prc diff
⇓ Δ46
Curr
∅-RS
S
SunPower
12.690
Mon
2.59
15.150
-16.24
17.660
-2.510
-14.21
USD
-20.30
S
West Holdings
3,000.000
Mon
-5.66
3,345.000
-10.31
4,825.000
-1,480.000
-30.67
JPY
-22.40
S
ReNew Energy Global
4.430
Mon
-7.90
4.690
-5.54
7.660
-2.970
-38.77
USD
-26.51
S
Neoen
28.110
Mon
1.30
26.880
4.58
38.300
-11.420
-29.82
EUR
-28.50
S
Scatec
65.040
Mon
-0.18
64.520
0.81
119.400
-54.880
-45.96
NOK
-29.48
Nextracker
28.960
Mon
-0.38
32.000
-9.50
USD
-na-
PPVX - 29 out of 30 instruments rated - 13/03/23 / 25/04/22 - 14 did rise, Market-Ratio(46) = 48.28 %
Technical Chart
Transactions Photon Photovoltaik-Aktienindex * S46 - 51 ex 9 (1)
⇐
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell ps short prc diff d % asset yield
2/01/06
10/11/08
1043
- cash -
short
10/11/08
24/08/09
287
Solaria Energía
100
4,184
EUR
2.390
2.305
2.478
0.088
4
10,369
5
24/08/09
12/04/10
231
- cash -
12/04/10
10/05/10
28
SunPower
100
565
USD
18.320
15.290
21.951
3.631
20
12,420
956
10/05/10
17/05/10
7
- cash -
17/05/10
12/07/10
56
SunPower
100
1,028
USD
12.070
13.810
10.330
-1.740
-14
10,631
-64
12/07/10
26/07/10
14
- cash -
26/07/10
6/09/10
42
West Holdings
100
5,405
JPY
1.967
2.227
1.707
-0.260
-13
9,226
-71
6/09/10
11/10/10
35
- cash -
11/10/10
8/11/10
28
Solaria Energía
100
6,109
EUR
1.510
1.545
1.475
-0.035
-2
9,012
-26
8/11/10
22/11/10
14
- cash -
22/11/10
29/11/10
7
Solaria Energía
100
6,302
EUR
1.430
1.310
1.561
0.131
9
9,838
9,559
29/11/10
17/01/11
49
- cash -
17/01/11
24/01/11
7
SMA Solar
100
152
EUR
64.580
73.860
55.300
-9.280
-14
8,427
-100
24/01/11
14/02/11
21
- cash -
14/02/11
21/02/11
7
West Holdings
100
3,679
JPY
2.290
2.377
2.203
-0.087
-4
8,108
-87
21/02/11
11/07/11
140
- cash -
11/07/11
26/09/11
77
Enlight Renewable
100
28
ILS
282.000
316.000
248.000
-34.000
-12
7,156
-46
26/09/11
29/10/12
399
JinkoSolar
100
1,204
USD
5.940
3.940
8.955
3.015
51
10,787
46
29/10/12
21/01/13
84
SMA Solar
100
651
EUR
16.550
21.170
11.930
-4.620
-28
7,779
-76
21/01/13
4/02/13
14
- cash -
4/02/13
11/02/13
7
Meyer Burger
100
974
CHF
7.980
8.380
7.580
-0.400
-5
7,389
-93
11/02/13
25/03/13
42
- cash -
25/03/13
8/04/13
14
Meyer Burger
100
1,030
CHF
7.170
7.630
6.710
-0.460
-6
6,915
-82
8/04/13
6/10/14
546
- cash -
6/10/14
27/10/14
21
SMA Solar
100
349
EUR
19.800
18.890
20.754
0.954
5
7,248
127
27/10/14
10/11/14
14
- cash -
10/11/14
13/04/15
154
SMA Solar
100
382
EUR
18.970
13.765
26.143
7.173
38
9,989
114
13/04/15
20/04/15
7
- cash -
20/04/15
27/04/15
7
West Holdings
100
1,096
JPY
9.110
8.910
9.315
0.205
2
10,213
218
27/04/15
4/05/15
7
- cash -
4/05/15
2/11/15
182
West Holdings
100
1,211
JPY
8.430
7.000
10.152
1.722
20
12,298
45
2/11/15
16/11/15
14
- cash -
16/11/15
21/12/15
35
Enphase Energy
100
5,800
USD
2.120
3.590
0.650
-1.470
-69
3,772
-100
21/12/15
4/01/16
14
- cash -
4/01/16
16/01/17
378
Enphase Energy
100
1,080
USD
3.490
1.650
7.382
3.892
112
7,975
106
16/01/17
3/07/17
168
Meyer Burger
100
9,969
CHF
0.800
1.230
0.370
-0.430
-54
3,689
-81
3/07/17
16/07/18
378
- cash -
16/07/18
23/07/18
7
Meyer Burger
100
4,279
CHF
0.862
0.679
1.094
0.232
27
4,683
> 999,999
23/07/18
13/08/18
21
- cash -
13/08/18
7/01/19
147
Meyer Burger
100
6,846
CHF
0.684
0.726
0.642
-0.042
-6
4,395
-15
7/01/19
22/04/19
105
SMA Solar
100
251
EUR
17.480
21.020
13.940
-3.540
-20
3,507
-54
22/04/19
27/05/19
35
- cash -
27/05/19
3/06/19
7
GCL Poly Energy
100
7,541
HKD
0.465
0.475
0.455
-0.010
-2
3,431
-68
3/06/19
23/03/20
294
- cash -
23/03/20
30/03/20
7
Meyer Burger
100
26,172
CHF
0.131
0.165
0.097
-0.034
-26
2,541
-100
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell ps short prc diff d % asset yield
30/03/20
8/11/21
588
- cash -
8/11/21
28/03/22
140
Scatec
100
15
NOK
166.200
127.700
216.307
50.107
30
3,293
99
28/03/22
18/04/22
21
- cash -
18/04/22
20/06/22
63
Shoals Technologies
100
261
USD
12.600
19.570
5.630
-6.970
-55
1,474
-99
20/06/22
8/08/22
49
Scatec
100
16
NOK
89.420
113.550
65.290
-24.130
-27
1,088
-90
8/08/22
5/09/22
28
- cash -
5/09/22
12/09/22
7
Flat Glass
100
47
HKD
22.750
24.450
21.050
-1.700
-7
1,008
-98
12/09/22
19/09/22
7
- cash -
19/09/22
21/11/22
63
Flat Glass
100
47
HKD
21.300
21.300
21.300
0.000
0
1,008
0
21/11/22
30/01/23
70
- cash -
30/01/23
6/03/23
35
SunPower
100
61
USD
16.410
15.760
17.087
0.677
4
1,049
52
6/03/23
13/03/23
7
- cash -
13/03/23
20/03/23
7
Scatec
100
16
NOK
64.520
65.040
64.000
-0.520
-1
1,041
-34
accum 10/11/08
20/03/23 2626
days out of 6287 invested (42%)
-90
1,041
-27
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
JinkoSolar short 26/09/11 29/10/12 399 5.94 3.94 8.96 3.02 50.76 50.76
Solaria Energía 10/11/08 24/08/09 287 2.39 2.31 2.48 0.09 3.69
11/10/10 8/11/10 28 1.51 1.55 1.48 -0.03 -2.32
22/11/10 29/11/10 7 1.43 1.31 1.56 0.13 9.16 10.56
SunPower 12/04/10 10/05/10 28 18.32 15.29 21.95 3.63 19.82
17/05/10 12/07/10 56 12.07 13.81 10.33 -1.74 -14.42
30/01/23 6/03/23 35 16.41 15.76 17.09 0.68 4.12 6.77
West Holdings 26/07/10 6/09/10 42 1.97 2.23 1.71 -0.26 -13.22
14/02/11 21/02/11 7 2.29 2.38 2.20 -0.09 -3.79
20/04/15 27/04/15 7 9.11 8.91 9.31 0.20 2.24
4/05/15 2/11/15 182 8.43 7.00 10.15 1.72 20.43 2.81
GCL Poly Energy 27/05/19 3/06/19 7 0.47 0.48 0.46 -0.01 -2.15 -2.15
Scatec 8/11/21 28/03/22 140 166.20 127.70 216.31 50.11 30.15
20/06/22 8/08/22 49 89.42 113.55 65.29 -24.13 -26.99
13/03/23 20/03/23 7 64.52 65.04 64.00 -0.52 -0.81 -5.74
Flat Glass 5/09/22 12/09/22 7 22.75 24.45 21.05 -1.70 -7.47
19/09/22 21/11/22 63 21.30 21.30 21.30 0.00 0.00 -7.47
Enlight Renewable 11/07/11 26/09/11 77 282.00 316.00 248.00 -34.00 -12.06 -12.06
SMA Solar 17/01/11 24/01/11 7 64.58 73.86 55.30 -9.28 -14.37
29/10/12 21/01/13 84 16.55 21.17 11.93 -4.62 -27.92
6/10/14 27/10/14 21 19.80 18.89 20.75 0.95 4.82
10/11/14 13/04/15 154 18.97 13.77 26.14 7.17 37.81
7/01/19 22/04/19 105 17.48 21.02 13.94 -3.54 -20.25 -28.89
Enphase Energy 16/11/15 21/12/15 35 2.12 3.59 0.65 -1.47 -69.34
4/01/16 16/01/17 378 3.49 1.65 7.38 3.89 111.52 -35.15
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Shoals Technologies 18/04/22 20/06/22 63 12.60 19.57 5.63 -6.97 -55.32 -55.32
Meyer Burger 4/02/13 11/02/13 7 7.98 8.38 7.58 -0.40 -5.01
25/03/13 8/04/13 14 7.17 7.63 6.71 -0.46 -6.42
16/01/17 3/07/17 168 0.80 1.23 0.37 -0.43 -53.75
16/07/18 23/07/18 7 0.86 0.68 1.09 0.23 26.95
13/08/18 7/01/19 147 0.68 0.73 0.64 -0.04 -6.14
23/03/20 30/03/20 7 0.13 0.17 0.10 -0.03 -25.93 -63.72
Annotations
10/02/23 PPVX Nextracker replaces Beijing Energy
6/02/23 Enlight Renewable reverse split 10:1 (one for ten)
25/09/22 PPVX Maxeon Solar Technologies replaces Azure Power Global
29/10/21 PPVX ReNew Energy Global replaces Soltec Power
29/07/21 United Renewable reverse stock split 0.5658:1
23/07/21 PPVX Xinte Energy replaces Maxeon
25/06/21 PPVX Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
1/04/21 GCL Poly Energy suspended
5/02/21 PPVX Shoals Technologies Group replaces SPCG
25/01/21 PPVX Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
17/11/20 Daqo New Energy stock split 1:5 (five for one)
31/10/20 PPVX Soltec Power replaces REC Silicon
23/10/20 PPVX Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
8/10/20 PPVX Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
21/09/20 PPVX Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
27/03/20 PPVX China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
28/12/19 PPVX Motech replaces SFCE
8/11/19 PPVX Neoen replaces REC Silicon
29/07/19 PPVX Sunnova replaces Shinsung E&G
16/02/19 PPVX 7C Solarparken replaces China Singyes Solar
10/12/18 PPVX SFCE and Solarapack replace Motech Industries and Green Energy Technology
1/10/18 PPVX Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
20/07/18 PPVX West Holdings replaces JA Solar
17/07/18 PPVX JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
25/06/18 Green Energy T returns replacing 8point3
21/06/18 8point3 drops out due to acquisition by Capital Dynamics
18/05/18 PPVX Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
27/02/18 Capital Stage renames into Encavis (ENergy + CApital + VISion)
16/02/18 PPVX Solaria Energía replaces SFCE (market value falls below exit threshold)
30/12/17 PPVX Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
11/08/17 PPVX Shinsung E&G replaces Green Energy Technology
14/03/17 PPVX Azure Power Global replaces Trina Solar
25/11/16 PPVX Thai Solar Energy replaces SolarCity (acquired by Tesla)
4/11/16 PPVX SPCG replaces SPI
8/10/16 Chorus is replaced by BCPG
8/08/16 Capital Stage acquires Chorus Clean Energy
3/06/16 PPVX complete analysis - all techniques have been refreshed using new market composition
2/06/16 Solarenergie Change Of Composition
This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now.
The PPVX is a cooperation of PHOTON International GmbH, Berlin
and Öko-Invest-Verlags-GmbH, Vienna.
The index here is not the original PPVX but the Share-o-matic standard index,
an equal weighted price index in USD starting in 2005 at 100 points.
The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16 Sunrun recording started
18/08/15 Solarenergie complete analysis
1/07/15 Scatec Solar monitoring started
14/03/15 Solar Energy first complete analysis
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