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

Assessment - Mid-Cap-DAX - 7/01/24 - RS = 18

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/26/24	prc diff	⇓ Δ18	∅-RS
		MDAX	24,152.900	8/12/24	-0.40	25,244.700	-4.32	25,785.800	-541.100	-2.10	-3.85
		Morphosys	67.250	8/02/24		67.600	-0.52	65.100	2.500	3.84	86.20
	L	Bilfinger	48.250	8/12/24	1.15	49.450	-2.43	42.440	7.010	16.52	28.59
		Ströer Media	57.950	8/12/24	0.09	60.000	-3.42	53.150	6.850	12.89	22.72
		CTS Eventim	77.000	8/12/24	-0.32	77.400	-0.52	70.750	6.650	9.40	21.89
		Nemetschek	87.400	8/12/24	0.52	92.350	-5.36	86.480	5.870	6.79	20.89
		Encavis	17.000	8/12/24		16.900	0.59	11.145	5.755	51.64	20.38
		TAG Immobilien	14.110	8/12/24	-1.33	13.720	2.84	11.535	2.185	18.94	16.76
		Talanx	66.500	8/12/24	1.92	75.050	-11.39	66.800	8.250	12.35	14.33
		Knorr-Bremse	70.800	8/12/24	1.36	70.850	-0.07	61.880	8.970	14.50	13.95
		Nordex	13.140	8/12/24	-2.81	11.510	14.16	9.514	1.996	20.98	11.66
		Fuchs	38.320	8/12/24	-0.62	42.320	-9.45	40.860	1.460	3.57	10.95
		Hella	86.300	8/12/24	0.23	85.900	0.47	81.000	4.900	6.05	10.07
		Hensoldt	34.640	8/12/24	0.99	35.200	-1.59	33.600	1.600	4.76	9.42
		LEG Immobilien	83.500	8/12/24	-2.36	76.100	9.72	69.140	6.960	10.07	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	1.726	0.221	12.80	7.53
		Scout24	68.550	8/12/24	0.51	70.850	-3.25	66.600	4.250	6.38	7.29
		Kion Group	33.700	8/12/24	2.09	39.180	-13.99	42.000	-2.820	-6.71	5.06
		Evonik Industries	18.085	8/12/24	-0.14	18.885	-4.24	17.000	1.885	11.09	3.31
		Freenet	25.020	8/12/24	1.46	25.140	-0.48	24.040	1.100	4.58	3.20
		United Internet	17.050	8/12/24	0.89	20.320	-16.09	22.660	-2.340	-10.33	3.19
		Jenoptik	28.420	8/12/24	3.42	26.700	6.44	30.020	-3.320	-11.06	3.00
		Hochtief	104.300	8/12/24	-1.23	106.800	-2.34	104.400	2.400	2.30	2.99
		GEA Group	40.280	8/12/24	0.55	39.260	2.60	37.320	1.940	5.20	2.86
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/26/24	prc diff	⇓ Δ18	∅-RS
		Jungheinrich	28.020	8/12/24	-0.85	30.820	-9.09	28.800	2.020	7.01	1.48
	L	Aurubis	64.400	8/12/24	1.02	77.550	-16.96	59.260	18.290	30.86	0.33
	S	Bechtle	38.960	8/12/24	-1.86	41.340	-5.76	47.750	-6.410	-13.42	-0.64
		Gerresheimer	97.300	8/12/24	-1.47	101.100	-3.76	104.100	-3.000	-2.88	-1.05
	L	Delivery Hero	20.860	8/12/24	-3.07	22.470	-7.17	21.400	1.070	5.00	-1.34
		Fraport	44.240	8/12/24	-0.58	47.940	-7.72	52.960	-5.020	-9.48	-1.52
		Fresenius MedCare	33.130	8/12/24	-1.31	35.880	-7.66	36.430	-0.550	-1.51	-3.75
		Befesa	26.540	8/12/24	0.15	32.020	-17.11	29.380	2.640	8.99	-4.61
		Redcare Pharmacy	139.000	8/12/24	0.36	111.000	25.23	142.900	-31.900	-22.32	-4.90
	S	Siltronic	73.500	8/12/24	0.75	72.800	0.96	88.850	-16.050	-18.06	-6.97
	L	Puma	34.810	8/12/24	-0.29	43.690	-20.33	42.410	1.280	3.02	-9.25
		RTL Group	28.350	8/12/24	1.25	28.550	-0.70	34.160	-5.610	-16.42	-12.03
		Lanxess	22.630	8/12/24	-1.91	23.080	-1.95	23.910	-0.830	-3.47	-15.33
		K+S	11.430	8/12/24	-0.52	12.590	-9.21	12.800	-0.210	-1.64	-15.82
		Wacker Chemie	84.060	8/12/24	-0.33	101.650	-17.30	97.140	4.510	4.64	-16.31
	S	Stabilus	41.550	8/12/24	-1.42	43.700	-4.92	62.050	-18.350	-29.57	-19.13
	S	Deutsche Lufthansa	5.542	8/12/24	-1.21	5.756	-3.72	7.237	-1.481	-20.46	-22.27
	S	TeamViewer	12.400	8/12/24	-1.27	10.780	15.03	14.685	-3.905	-26.59	-24.66
	S	Sixt	60.750	8/12/24	-2.49	66.400	-8.51	85.100	-18.700	-21.97	-25.47
	S	Hugo Boss	36.400	8/12/24	-3.50	41.730	-12.77	63.660	-21.930	-34.45	-26.85
		thyssenkrupp	3.320	8/12/24	-1.63	4.093	-18.89	4.429	-0.336	-7.59	-28.91
	S	Carl Zeiss Meditec	60.350	8/12/24	-5.33	66.250	-8.91	111.400	-45.150	-40.53	-29.17
		Aixtron	18.340	8/12/24	-2.19	17.960	2.12	32.600	-14.640	-44.91	-29.83
	S	SMA Solar	21.900	8/12/24	-1.26	26.480	-17.30	49.420	-22.940	-46.42	-30.04
	S	Evotec	5.390	8/12/24	-2.88	9.020	-40.24	13.890	-4.870	-35.06	-50.96
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/26/24	prc diff	⇓ Δ18	∅-RS
		HelloFresh	5.400	8/12/24	7.14	4.810	12.27	11.115	-6.305	-56.73	-55.52
MDAX - 50 out of 49 instruments rated - 7/01/24 / 2/26/24 - 27 did rise, Market-Ratio(18) = 54.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 18 - B/S = 25/25

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

Transactions Mid-Cap-DAX * L18 - 25 ex 8 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	7/17/06	196		Nordex	100	1,945	5.140	10.690	5.550	108	20,795	291
7/17/06		9/04/06	49		- cash -
	9/04/06	9/11/06	7		Nordex	100	1,565	13.280	11.700	-1.580	-12	18,322	-100
9/11/06		9/18/06	7		- cash -
	9/18/06	8/20/07	336		Nordex	100	1,563	11.720	25.280	13.560	116	39,516	130
8/20/07		8/27/07	7		- cash -
	8/27/07	11/26/07	91		Nordex	100	1,140	34.640	31.860	-2.780	-8	36,347	-29
11/26/07		12/03/07	7		- cash -
	12/03/07	1/21/08	49		Aixtron	100	4,216	8.620	6.830	-1.790	-21	28,800	-82
1/21/08		4/28/08	98		- cash -
	4/28/08	9/01/08	126		K+S	100	444	64.758	76.183	11.425	18	33,873	60
9/01/08		2/09/09	161		- cash -
	2/09/09	2/16/09	7		Jenoptik	100	6,307	5.370	4.880	-0.490	-9	30,783	-99
2/16/09		3/02/09	14		- cash -
	3/02/09	3/09/09	7		Carl Zeiss Meditec	100	2,965	10.380	10.100	-0.280	-3	29,953	-76
3/09/09		3/23/09	14		- cash -
	3/23/09	4/27/09	35		CTS Eventim	100	5,068	5.910	5.427	-0.483	-8	27,505	-59
	4/27/09	6/07/10	406		Aixtron	100	4,833	5.690	19.900	14.210	250	96,182	208
	6/07/10	9/27/10	112		Nemetschek	100	50,755	1.895	1.900	0.005	0	96,435	1
	9/27/10	3/21/11	175		Jungheinrich	100	11,618	8.300	8.880	0.580	7	103,174	15
	3/21/11	8/08/11	140		Hugo Boss	100	2,125	48.550	60.390	11.840	24	128,334	77
8/08/11		10/31/11	84		- cash -
	10/31/11	11/07/11	7		Encavis	100	41,014	3.129	3.100	-0.029	-1	127,144	-38
11/07/11		12/12/11	35		- cash -
	12/12/11	4/02/12	112		Encavis	100	40,376	3.149	2.942	-0.207	-7	118,787	-20
	4/02/12	6/11/12	70		Hugo Boss	100	1,355	87.640	75.190	-12.450	-14	101,917	-55
6/11/12		7/16/12	35		- cash -
	7/16/12	7/23/12	7		Carl Zeiss Meditec	100	4,987	20.435	19.850	-0.585	-3	98,999	-78
7/23/12		7/30/12	7		- cash -
	7/30/12	8/06/12	7		Hugo Boss	100	1,140	86.800	77.350	-9.450	-11	88,226	-100
	8/06/12	9/03/12	28		Lanxess	100	1,449	60.870	62.390	1.520	2	90,429	38
9/03/12		9/10/12	7		- cash -
	9/10/12	11/12/12	63		Lanxess	100	1,412	64.000	61.490	-2.510	-4	86,885	-21
	11/12/12	4/07/14	511		Morphosys	100	3,392	25.610	63.710	38.100	149	216,120	92
	4/07/14	10/13/14	189		Nordex	100	17,751	12.175	11.525	-0.650	-5	204,582	-10
10/13/14		11/03/14	21		- cash -
	11/03/14	8/24/15	294		Ströer Media	100	11,046	18.520	47.670	29.150	157	526,573	223
8/24/15		8/31/15	7		- cash -
	8/31/15	2/08/16	161		SMA Solar	100	15,144	34.770	37.840	3.070	9	573,065	21
2/08/16		2/22/16	14		- cash -
	2/22/16	2/29/16	7		SMA Solar	100	12,918	44.360	42.550	-1.810	-4	549,683	-89
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/29/16		3/14/16	14		- cash -
	3/14/16	7/04/16	112		SMA Solar	100	12,636	43.500	44.390	0.890	2	560,929	7
	7/04/16	8/22/16	49		Carl Zeiss Meditec	100	15,521	36.140	32.945	-3.195	-9	511,340	-50
	8/22/16	1/16/17	147		Hochtief	100	4,191	122.000	135.700	13.700	11	568,756	30
	1/16/17	6/18/18	518		Siltronic	100	11,836	48.050	139.100	91.050	189	1,646,424	111
	6/18/18	10/08/18	112		Sixt	100	15,815	104.100	96.550	-7.550	-7	1,527,021	-22
10/08/18		2/11/19	126		- cash -
	2/11/19	4/08/19	56		Carl Zeiss Meditec	100	19,754	77.300	73.900	-3.400	-4	1,459,857	-25
	4/08/19	7/29/19	112		Nordex	100	95,917	15.220	11.480	-3.740	-25	1,101,128	-60
	7/29/19	12/02/19	126		Ströer Media	100	15,530	70.900	70.850	-0.050	0	1,100,351	0
	12/02/19	3/09/20	98		HelloFresh	100	62,448	17.620	23.250	5.630	32	1,451,934	181
3/09/20		4/20/20	42		- cash -
	4/20/20	4/27/20	7		HelloFresh	100	46,005	31.560	35.000	3.440	11	1,610,191	21,921
4/27/20		5/11/20	14		- cash -
	5/11/20	6/15/20	35		HelloFresh	100	40,909	39.360	38.040	-1.320	-3	1,556,191	-30
6/15/20		6/22/20	7		- cash -
	6/22/20	3/01/21	252		HelloFresh	100	35,497	43.840	60.250	16.410	37	2,138,697	58
	3/01/21	5/24/21	84		thyssenkrupp	100	180,328	11.860	9.616	-2.244	-19	1,734,041	-60
	5/24/21	3/07/22	287		Hugo Boss	100	38,228	45.360	43.900	-1.460	-3	1,678,228	-4
3/07/22		4/04/22	28		- cash -
	4/04/22	5/09/22	35		K+S	100	60,022	27.960	29.920	1.960	7	1,795,871	103
5/09/22		5/30/22	21		- cash -
	5/30/22	6/06/22	7		K+S	100	70,898	25.330	26.690	1.360	5	1,892,292	1,429
6/06/22		7/11/22	35		- cash -
	7/11/22	7/18/22	7		Hensoldt	100	80,867	23.400	24.300	0.900	4	1,965,072	616
7/18/22		8/15/22	28		- cash -
	8/15/22	8/22/22	7		SMA Solar	100	33,505	58.650	51.450	-7.200	-12	1,723,836	-100
8/22/22		9/12/22	21		- cash -
	9/12/22	9/19/22	7		SMA Solar	100	32,772	52.600	52.450	-0.150	0	1,718,921	-14
9/19/22		10/31/22	42		- cash -
	10/31/22	12/05/22	35		Hensoldt	100	72,223	23.800	21.300	-2.500	-11	1,538,363	-69
	12/05/22	7/31/23	238		SMA Solar	100	23,740	64.800	86.650	21.850	34	2,057,082	56
	7/31/23	3/11/24	224		Redcare Pharmacy	100	19,479	105.600	124.900	19.300	18	2,433,027	31
	3/11/24	7/01/24	112		Morphosys	100	37,134	65.520	67.600	2.080	3	2,510,266	11
accum	1/02/06	7/01/24	6179	days out of 7124 invested (87%)						25,003		2,510,266	39

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Siltronic	long	1/16/17	6/18/18	518	48.05	139.10	91.05	189.49	189.49
Aixtron		12/03/07	1/21/08	49	8.62	6.83	-1.79	-20.77
		4/27/09	6/07/10	406	5.69	19.90	14.21	249.74	177.11
Nordex		1/02/06	7/17/06	196	5.14	10.69	5.55	107.98
		9/04/06	9/11/06	7	13.28	11.70	-1.58	-11.90
		9/18/06	8/20/07	336	11.72	25.28	13.56	115.70
		8/27/07	11/26/07	91	34.64	31.86	-2.78	-8.03
		4/07/14	10/13/14	189	12.18	11.53	-0.65	-5.34
		4/08/19	7/29/19	112	15.22	11.48	-3.74	-24.57	159.55
Ströer Media		11/03/14	8/24/15	294	18.52	47.67	29.15	157.40
		7/29/19	12/02/19	126	70.90	70.85	-0.05	-0.07	157.22
Morphosys		11/12/12	4/07/14	511	25.61	63.71	38.10	148.77
		3/11/24	7/01/24	112	65.52	67.60	2.08	3.17	156.67
HelloFresh		12/02/19	3/09/20	98	17.62	23.25	5.63	31.95
		4/20/20	4/27/20	7	31.56	35.00	3.44	10.90
		5/11/20	6/15/20	35	39.36	38.04	-1.32	-3.35
		6/22/20	3/01/21	252	43.84	60.25	16.41	37.43	94.37
K+S		4/28/08	9/01/08	126	64.76	76.18	11.43	17.64
		4/04/22	5/09/22	35	27.96	29.92	1.96	7.01
		5/30/22	6/06/22	7	25.33	26.69	1.36	5.37	32.65
SMA Solar		8/31/15	2/08/16	161	34.77	37.84	3.07	8.83
		2/22/16	2/29/16	7	44.36	42.55	-1.81	-4.08
		3/14/16	7/04/16	112	43.50	44.39	0.89	2.05
		8/15/22	8/22/22	7	58.65	51.45	-7.20	-12.28
		9/12/22	9/19/22	7	52.60	52.45	-0.15	-0.29
		12/05/22	7/31/23	238	64.80	86.65	21.85	33.72	24.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Redcare Pharmacy		7/31/23	3/11/24	224	105.60	124.90	19.30	18.28	18.28
Hochtief		8/22/16	1/16/17	147	122.00	135.70	13.70	11.23	11.23
Jungheinrich		9/27/10	3/21/11	175	8.30	8.88	0.58	6.99	6.99
Nemetschek		6/07/10	9/27/10	112	1.90	1.90	0.00	0.26	0.26
Lanxess		8/06/12	9/03/12	28	60.87	62.39	1.52	2.50
		9/10/12	11/12/12	63	64.00	61.49	-2.51	-3.92	-1.52
Hensoldt		7/11/22	7/18/22	7	23.40	24.30	0.90	3.85
		10/31/22	12/05/22	35	23.80	21.30	-2.50	-10.50	-7.06
Sixt		6/18/18	10/08/18	112	104.10	96.55	-7.55	-7.25	-7.25
Encavis		10/31/11	11/07/11	7	3.13	3.10	-0.03	-0.93
		12/12/11	4/02/12	112	3.15	2.94	-0.21	-6.57	-7.44
Hugo Boss		3/21/11	8/08/11	140	48.55	60.39	11.84	24.39
		4/02/12	6/11/12	70	87.64	75.19	-12.45	-14.21
		7/30/12	8/06/12	7	86.80	77.35	-9.45	-10.89
		5/24/21	3/07/22	287	45.36	43.90	-1.46	-3.22	-7.96
CTS Eventim		3/23/09	4/27/09	35	5.91	5.43	-0.48	-8.17	-8.17
Jenoptik		2/09/09	2/16/09	7	5.37	4.88	-0.49	-9.12	-9.12
Carl Zeiss Meditec		3/02/09	3/09/09	7	10.38	10.10	-0.28	-2.70
		7/16/12	7/23/12	7	20.44	19.85	-0.58	-2.86
		7/04/16	8/22/16	49	36.14	32.95	-3.20	-8.84
		2/11/19	4/08/19	56	77.30	73.90	-3.40	-4.40	-17.63
thyssenkrupp		3/01/21	5/24/21	84	11.86	9.62	-2.24	-18.92	-18.92

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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