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

Assessment - Mid-Cap-DAX - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		MDAX	24,152.900	8/12/24	-0.40	25,244.700	-4.32	27,137.300	-1,892.600	-6.97	-3.85
		Morphosys	67.250	8/02/24		67.600	-0.52	34.000	33.600	98.82	86.20
	L	Bilfinger	48.250	8/12/24	1.15	49.450	-2.43	34.820	14.630	42.02	28.59
		Ströer Media	57.950	8/12/24	0.09	60.000	-3.42	53.750	6.250	11.63	22.72
		CTS Eventim	77.000	8/12/24	-0.32	77.400	-0.52	62.600	14.800	23.64	21.89
		Nemetschek	87.400	8/12/24	0.52	92.350	-5.36	78.480	13.870	17.67	20.89
		Encavis	17.000	8/12/24		16.900	0.59	15.590	1.310	8.40	20.38
		TAG Immobilien	14.110	8/12/24	-1.33	13.720	2.84	13.195	0.525	3.98	16.76
		Talanx	66.500	8/12/24	1.92	75.050	-11.39	64.650	10.400	16.09	14.33
		Knorr-Bremse	70.800	8/12/24	1.36	70.850	-0.07	58.800	12.050	20.49	13.95
		Nordex	13.140	8/12/24	-2.81	11.510	14.16	10.400	1.110	10.67	11.66
		Fuchs	38.320	8/12/24	-0.62	42.320	-9.45	40.300	2.020	5.01	10.95
		Hella	86.300	8/12/24	0.23	85.900	0.47	82.500	3.400	4.12	10.07
		Hensoldt	34.640	8/12/24	0.99	35.200	-1.59	24.400	10.800	44.26	9.42
		LEG Immobilien	83.500	8/12/24	-2.36	76.100	9.72	79.320	-3.220	-4.06	9.21
		Krones	117.800	8/12/24	0.68	118.200	-0.34	111.800	6.400	5.72	8.90
		Aroundtown	2.034	8/12/24	-0.54	1.947	4.47	2.475	-0.528	-21.33	7.53
		Scout24	68.550	8/12/24	0.51	70.850	-3.25	64.160	6.690	10.43	7.29
		Kion Group	33.700	8/12/24	2.09	39.180	-13.99	38.670	0.510	1.32	5.06
		Evonik Industries	18.085	8/12/24	-0.14	18.885	-4.24	18.500	0.385	2.08	3.31
		Freenet	25.020	8/12/24	1.46	25.140	-0.48	25.340	-0.200	-0.79	3.20
		United Internet	17.050	8/12/24	0.89	20.320	-16.09	23.040	-2.720	-11.81	3.19
		Jenoptik	28.420	8/12/24	3.42	26.700	6.44	28.440	-1.740	-6.12	3.00
		Hochtief	104.300	8/12/24	-1.23	106.800	-2.34	100.300	6.500	6.48	2.99
		GEA Group	40.280	8/12/24	0.55	39.260	2.60	37.690	1.570	4.17	2.86
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		Jungheinrich	28.020	8/12/24	-0.85	30.820	-9.09	33.220	-2.400	-7.22	1.48
	L	Aurubis	64.400	8/12/24	1.02	77.550	-16.96	74.260	3.290	4.43	0.33
	S	Bechtle	38.960	8/12/24	-1.86	41.340	-5.76	45.390	-4.050	-8.92	-0.64
		Gerresheimer	97.300	8/12/24	-1.47	101.100	-3.76	94.350	6.750	7.15	-1.05
	L	Delivery Hero	20.860	8/12/24	-3.07	22.470	-7.17	25.010	-2.540	-10.16	-1.34
		Fraport	44.240	8/12/24	-0.58	47.940	-7.72	54.760	-6.820	-12.45	-1.52
		Fresenius MedCare	33.130	8/12/24	-1.31	35.880	-7.66	37.960	-2.080	-5.48	-3.75
		Befesa	26.540	8/12/24	0.15	32.020	-17.11	35.200	-3.180	-9.03	-4.61
		Redcare Pharmacy	139.000	8/12/24	0.36	111.000	25.23	131.600	-20.600	-15.65	-4.90
	S	Siltronic	73.500	8/12/24	0.75	72.800	0.96	88.450	-15.650	-17.69	-6.97
	L	Puma	34.810	8/12/24	-0.29	43.690	-20.33	50.520	-6.830	-13.52	-9.25
		RTL Group	28.350	8/12/24	1.25	28.550	-0.70	34.960	-6.410	-18.34	-12.03
		Lanxess	22.630	8/12/24	-1.91	23.080	-1.95	28.370	-5.290	-18.65	-15.33
		K+S	11.430	8/12/24	-0.52	12.590	-9.21	14.310	-1.720	-12.02	-15.82
		Wacker Chemie	84.060	8/12/24	-0.33	101.650	-17.30	114.300	-12.650	-11.07	-16.31
	S	Stabilus	41.550	8/12/24	-1.42	43.700	-4.92	61.700	-18.000	-29.17	-19.13
	S	Deutsche Lufthansa	5.542	8/12/24	-1.21	5.756	-3.72	8.048	-2.292	-28.48	-22.27
	S	TeamViewer	12.400	8/12/24	-1.27	10.780	15.03	14.060	-3.280	-23.33	-24.66
	S	Sixt	60.750	8/12/24	-2.49	66.400	-8.51	101.200	-34.800	-34.39	-25.47
	S	Hugo Boss	36.400	8/12/24	-3.50	41.730	-12.77	67.460	-25.730	-38.14	-26.85
		thyssenkrupp	3.320	8/12/24	-1.63	4.093	-18.89	6.312	-2.219	-35.16	-28.91
	S	Carl Zeiss Meditec	60.350	8/12/24	-5.33	66.250	-8.91	98.840	-32.590	-32.97	-29.17
		Aixtron	18.340	8/12/24	-2.19	17.960	2.12	38.660	-20.700	-53.54	-29.83
	S	SMA Solar	21.900	8/12/24	-1.26	26.480	-17.30	60.550	-34.070	-56.27	-30.04
	S	Evotec	5.390	8/12/24	-2.88	9.020	-40.24	21.280	-12.260	-57.61	-50.96
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		HelloFresh	5.400	8/12/24	7.14	4.810	12.27	14.310	-9.500	-66.39	-55.52
MDAX - 50 out of 49 instruments rated - 7/01/24 / 1/01/24 - 21 did rise, Market-Ratio(26) = 42.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 26 - B/S = 60/40

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

Transactions Mid-Cap-DAX * 26 - 60/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/28/06	238		- cash -
short	8/28/06	11/20/06	84		KUKA	100	709	14.092	16.890	11.294	-2.798	-20	8,016	-62
long	11/20/06	11/12/07	357		Salzgitter	100	95	84.020	121.000		36.980	44	11,529	45
short	11/12/07	4/27/09	532		TAG Immobilien	100	1,610	7.160	1.980	25.892	18.732	262	41,687	142
long	4/27/09	7/06/09	70		Deutsche Wohnen	100	4,597	9.068	5.038		-4.030	-44	23,161	-95
short	7/06/09	7/20/09	14		Gerresheimer	100	1,421	16.290	16.450	16.130	-0.160	-1	22,934	-23
long	7/20/09	8/08/11	749		Aareal Bank	100	2,782	8.243	15.385		7.142	87	42,803	36
short	8/08/11	2/06/12	182		Ceconomy	100	4,453	9.611	9.543	9.680	0.069	1	43,110	1
long	2/06/12	8/04/14	910		Dürr	100	4,153	10.380	28.230		17.850	172	117,241	49
short	8/04/14	1/19/15	168		Südzucker	100	9,004	13.020	11.085	15.293	2.273	17	137,705	42
long	1/19/15	8/24/15	217		Ströer Media	100	5,552	24.800	47.670		22.870	92	264,680	200
short	8/24/15	11/02/15	70		Bilfinger	100	7,909	33.465	40.875	26.055	-7.410	-22	206,074	-73
long	11/02/15	1/18/16	77		Ströer Media	100	3,494	58.970	49.650		-9.320	-16	173,510	-56
short	1/18/16	2/22/16	35		Leoni	100	5,638	30.770	26.935	35.151	4.381	14	198,210	301
long	2/22/16	5/02/16	70		Ströer Media	100	3,734	53.080	42.400		-10.680	-20	158,331	-69
short	5/02/16	7/18/16	77		Hugo Boss	100	2,822	56.100	49.790	63.210	7.110	13	178,394	76
long	7/18/16	7/02/18	714		Südzucker	100	8,310	21.465	13.510		-7.955	-37	112,288	-21
short	7/02/18	4/15/19	287		Osram Licht	100	3,342	33.590	32.730	34.473	0.883	3	115,238	3
long	4/15/19	3/09/20	329		Dialog Semiconductor	100	3,601	32.000	26.600		-5.400	-17	95,792	-19
short	3/09/20	9/07/20	182		K+S	100	16,688	5.740	5.772	5.708	-0.032	-1	95,258	-1
long	9/07/20	1/24/22	504		HelloFresh	100	2,442	39.000	53.000		14.000	36	129,446	25
short	1/24/22	1/16/23	357		TeamViewer	100	10,368	12.485	13.725	11.245	-1.240	-10	116,590	-10
long	1/16/23	8/07/23	203		Rheinmetall	100	540	215.900	270.100		54.200	25	145,858	50
short	8/07/23	4/01/24	238		Telefonica D	100	79,703	1.830	2.355	1.305	-0.525	-29	104,014	-40
long	4/01/24	8/12/24	133		Hensoldt	100	2,394	43.440	34.640		-8.800	-20	82,947	-46
accum	8/28/06	8/12/24	6896	days out of 7134 invested (97%)							729		82,947	12

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
TAG Immobilien	short	11/12/07	4/27/09	532	7.16	1.98	25.89	18.73	261.62	261.62
Dürr	long	2/06/12	8/04/14	910	10.38	28.23		17.85	171.97	171.97
Aareal Bank	long	7/20/09	8/08/11	749	8.24	15.39		7.14	86.64	86.64
Salzgitter	long	11/20/06	11/12/07	357	84.02	121.00		36.98	44.01	44.01
HelloFresh	long	9/07/20	1/24/22	504	39.00	53.00		14.00	35.90	35.90
Ströer Media	long	1/19/15	8/24/15	217	24.80	47.67		22.87	92.22
	long	11/02/15	1/18/16	77	58.97	49.65		-9.32	-15.80
	long	2/22/16	5/02/16	70	53.08	42.40		-10.68	-20.12	29.28
Rheinmetall	long	1/16/23	8/07/23	203	215.90	270.10		54.20	25.10	25.10
Leoni	short	1/18/16	2/22/16	35	30.77	26.94	35.15	4.38	14.24	14.24
Hugo Boss	short	5/02/16	7/18/16	77	56.10	49.79	63.21	7.11	12.67	12.67
Osram Licht	short	7/02/18	4/15/19	287	33.59	32.73	34.47	0.88	2.63	2.63
Ceconomy	short	8/08/11	2/06/12	182	9.61	9.54	9.68	0.07	0.72	0.72
K+S	short	3/09/20	9/07/20	182	5.74	5.77	5.71	-0.03	-0.56	-0.56
Gerresheimer	short	7/06/09	7/20/09	14	16.29	16.45	16.13	-0.16	-0.98	-0.98
TeamViewer	short	1/24/22	1/16/23	357	12.49	13.73	11.25	-1.24	-9.93	-9.93
Dialog Semiconductor	long	4/15/19	3/09/20	329	32.00	26.60		-5.40	-16.88	-16.88
KUKA	short	8/28/06	11/20/06	84	14.09	16.89	11.29	-2.80	-19.86	-19.86
Hensoldt	long	4/01/24	8/12/24	133	43.44	34.64		-8.80	-20.26	-20.26
Bilfinger	short	8/24/15	11/02/15	70	33.47	40.88	26.06	-7.41	-22.14	-22.14
Südzucker	short	8/04/14	1/19/15	168	13.02	11.09	15.29	2.27	17.46
	long	7/18/16	7/02/18	714	21.47	13.51		-7.96	-37.06	-26.07
Telefonica D	short	8/07/23	4/01/24	238	1.83	2.36	1.31	-0.53	-28.69	-28.69
Deutsche Wohnen	long	4/27/09	7/06/09	70	9.07	5.04		-4.03	-44.44	-44.44

Annotations

8/12/24	Morphosys	acquired by Novartis
5/22/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
9/20/21	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
8/16/21	Bechtle	stock split 1:3 (three for one)
6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
3/19/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
7/24/17	Bechtle	stock split 1:2 (two for one)
12/19/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
8/11/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/22/16	Jungheinrich	stock split 1:3 (three for one)
3/10/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
3/09/16	K+S	moves from DAX to MDAX
12/21/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
9/21/15	Lanxess	moves from DAX to MDAX
9/07/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
8/20/15	MDAX	complete analysis
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/22/15	MDAX	Zalando replaces Bertrandt
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
2/26/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
1/30/15	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.
1/19/15	Hella	entry


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