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

Assessment - Mid-Cap-DAX in Swiss Franc - 1/07/24 - RS = 18

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	∅-RS
		MDAX	23,410.198	12/08/24	-0.40	24,468.425	-4.32	24,626.213	-157.787	-0.64	-3.68
		Morphosys	65.182	2/08/24		65.521	-0.52	62.172	3.349	5.39	89.39
	L	Bilfinger	46.766	12/08/24	1.15	47.929	-2.43	40.531	7.398	18.25	33.76
		Ströer Media	56.168	12/08/24	0.09	58.155	-3.42	50.760	7.395	14.57	20.55
		CTS Eventim	74.632	12/08/24	-0.32	75.020	-0.52	67.568	7.452	11.03	20.12
		Nemetschek	84.712	12/08/24	0.52	89.510	-5.36	82.591	6.919	8.38	25.28
		Encavis	16.477	12/08/24		16.380	0.59	10.644	5.737	53.90	20.44
		TAG Immobilien	13.676	12/08/24	-1.33	13.298	2.84	11.016	2.282	20.71	21.72
		Talanx	64.455	12/08/24	1.92	72.742	-11.39	63.796	8.946	14.02	18.80
		Knorr-Bremse	68.623	12/08/24	1.36	68.671	-0.07	59.097	9.574	16.20	15.22
		Nordex	12.736	12/08/24	-2.81	11.156	14.16	9.086	2.070	22.78	3.72
		Fuchs	37.142	12/08/24	-0.62	41.019	-9.45	39.023	1.996	5.12	7.62
		Hella	83.646	12/08/24	0.23	83.259	0.47	77.357	5.901	7.63	12.67
		Hensoldt	33.575	12/08/24	0.99	34.118	-1.59	32.089	2.029	6.32	15.94
		LEG Immobilien	80.932	12/08/24	-2.36	73.760	9.72	66.031	7.729	11.71	11.33
		Krones	114.178	12/08/24	0.68	114.565	-0.34	106.772	7.793	7.30	9.37
		Aroundtown	1.971	12/08/24	-0.54	1.887	4.47	1.648	0.239	14.48	9.36
		Scout24	66.442	12/08/24	0.51	68.671	-3.25	63.605	5.066	7.97	10.69
		Kion Group	32.664	12/08/24	2.09	37.975	-13.99	40.111	-2.136	-5.33	2.69
		Evonik Industries	17.529	12/08/24	-0.14	18.304	-4.24	16.236	2.069	12.74	6.33
		Freenet	24.251	12/08/24	1.46	24.367	-0.48	22.959	1.408	6.13	5.13
		United Internet	16.526	12/08/24	0.89	19.695	-16.09	21.641	-1.946	-8.99	5.30
		Jenoptik	27.546	12/08/24	3.42	25.879	6.44	28.670	-2.791	-9.74	1.11
		Hochtief	101.093	12/08/24	-1.23	103.516	-2.34	99.705	3.811	3.82	11.10
		GEA Group	39.041	12/08/24	0.55	38.053	2.60	35.642	2.411	6.76	9.02
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	∅-RS
		Jungheinrich	27.158	12/08/24	-0.85	29.872	-9.09	27.505	2.367	8.61	-0.65
	L	Aurubis	62.420	12/08/24	1.02	75.165	-16.96	56.595	18.570	32.81	9.42
	S	Bechtle	37.762	12/08/24	-1.86	40.069	-5.76	45.603	-5.534	-12.14	-5.99
		Gerresheimer	94.308	12/08/24	-1.47	97.991	-3.76	99.419	-1.427	-1.44	2.25
	L	Delivery Hero	20.219	12/08/24	-3.07	21.779	-7.17	20.438	1.341	6.56	-18.60
		Fraport	42.880	12/08/24	-0.58	46.466	-7.72	50.578	-4.113	-8.13	-3.58
		Fresenius MedCare	32.111	12/08/24	-1.31	34.777	-7.66	34.792	-0.015	-0.04	-5.92
		Befesa	25.724	12/08/24	0.15	31.035	-17.11	28.059	2.977	10.61	2.66
		Redcare Pharmacy	134.726	12/08/24	0.36	107.587	25.23	136.474	-28.887	-21.17	-5.22
	S	Siltronic	71.240	12/08/24	0.75	70.561	0.96	84.854	-14.293	-16.84	-8.04
	L	Puma	33.740	12/08/24	-0.29	42.347	-20.33	40.503	1.844	4.55	-10.88
		RTL Group	27.478	12/08/24	1.25	27.672	-0.70	32.624	-4.952	-15.18	-13.22
		Lanxess	21.934	12/08/24	-1.91	22.370	-1.95	22.835	-0.464	-2.03	-8.41
		K+S	11.079	12/08/24	-0.52	12.203	-9.21	12.224	-0.022	-0.18	-13.28
		Wacker Chemie	81.475	12/08/24	-0.33	98.524	-17.30	92.772	5.753	6.20	-9.47
	S	Stabilus	40.272	12/08/24	-1.42	42.356	-4.92	59.260	-16.903	-28.52	-22.49
	S	Deutsche Lufthansa	5.372	12/08/24	-1.21	5.579	-3.72	6.912	-1.333	-19.28	-22.60
	S	TeamViewer	12.019	12/08/24	-1.27	10.449	15.03	14.025	-3.576	-25.50	-22.21
	S	Sixt	58.882	12/08/24	-2.49	64.358	-8.51	81.273	-16.915	-20.81	-26.24
	S	Hugo Boss	35.281	12/08/24	-3.50	40.447	-12.77	60.797	-20.350	-33.47	-29.27
		thyssenkrupp	3.218	12/08/24	-1.63	3.967	-18.89	4.230	-0.263	-6.21	-28.79
	S	Carl Zeiss Meditec	58.494	12/08/24	-5.33	64.213	-8.91	106.390	-42.178	-39.64	-28.55
		Aixtron	17.776	12/08/24	-2.19	17.408	2.12	31.134	-13.726	-44.09	-37.76
	S	SMA Solar	21.227	12/08/24	-1.26	25.666	-17.30	47.198	-21.532	-45.62	-54.02
	S	Evotec	5.224	12/08/24	-2.88	8.743	-40.24	13.265	-4.523	-34.09	-39.86
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	∅-RS
		HelloFresh	5.234	12/08/24	7.14	4.662	12.27	10.615	-5.953	-56.08	-58.41
MDAX - 50 out of 49 instruments rated - 1/07/24 / 26/02/24 - 27 did rise, Market-Ratio(18) in CHF = 54.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

4/01/21	scale up chart	1/07/24

Transactions Mid-Cap-DAX in Swiss Franc * 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	2/01/06	17/07/06	196		Nordex	100	1,249	8.001	16.694	8.693	109	20,857	293
17/07/06		4/09/06	49		- cash -
	4/09/06	11/09/06	7		Nordex	100	994	20.972	18.501	-2.471	-12	18,401	-100
11/09/06		18/09/06	7		- cash -
	18/09/06	20/08/07	336		Nordex	100	987	18.632	41.153	22.521	121	40,629	137
20/08/07		27/08/07	7		- cash -
	27/08/07	26/11/07	91		Nordex	100	714	56.875	52.101	-4.775	-8	37,220	-30
26/11/07		3/12/07	7		- cash -
	3/12/07	21/01/08	49		Aixtron	100	2,606	14.279	10.970	-3.309	-23	28,596	-86
21/01/08		28/04/08	98		- cash -
	28/04/08	1/09/08	126		K+S	100	273	104.694	123.127	18.433	18	33,628	60
1/09/08		9/02/09	161		- cash -
	9/02/09	16/02/09	7		Jenoptik	100	4,167	8.070	7.284	-0.786	-10	30,352	-100
16/02/09		2/03/09	14		- cash -
	2/03/09	9/03/09	7		Carl Zeiss Meditec	100	1,972	15.387	14.804	-0.584	-4	29,201	-87
9/03/09		23/03/09	14		- cash -
	23/03/09	27/04/09	35		CTS Eventim	100	3,226	9.050	8.186	-0.864	-10	26,414	-65
	27/04/09	7/06/10	406		Aixtron	100	3,077	8.583	27.673	19.090	222	85,155	186
	7/06/10	27/09/10	112		Nemetschek	100	32,314	2.635	2.520	-0.116	-4	81,419	-14
	27/09/10	21/03/11	175		Jungheinrich	100	7,397	11.007	11.344	0.338	3	83,916	7
	21/03/11	8/08/11	140		Hugo Boss	100	1,352	62.023	66.139	4.117	7	89,482	18
8/08/11		31/10/11	84		- cash -
	31/10/11	7/11/11	7		Encavis	100	23,417	3.821	3.784	-0.037	-1	88,616	-40
7/11/11		12/12/11	35		- cash -
	12/12/11	2/04/12	112		Encavis	100	22,769	3.892	3.542	-0.349	-9	80,661	-26
	2/04/12	11/06/12	70		Hugo Boss	100	764	105.527	90.318	-15.209	-14	69,041	-56
11/06/12		16/07/12	35		- cash -
	16/07/12	23/07/12	7		Carl Zeiss Meditec	100	2,813	24.540	23.840	-0.701	-3	67,070	-78
23/07/12		30/07/12	7		- cash -
	30/07/12	6/08/12	7		Hugo Boss	100	643	104.255	92.951	-11.304	-11	59,802	-100
	6/08/12	3/09/12	28		Lanxess	100	817	73.147	74.924	1.777	2	61,254	37
3/09/12		10/09/12	7		- cash -
	10/09/12	12/11/12	63		Lanxess	100	790	77.466	74.151	-3.315	-4	58,635	-22
	12/11/12	7/04/14	511		Morphosys	100	1,898	30.883	77.739	46.856	152	147,567	93
	7/04/14	13/10/14	189		Nordex	100	9,933	14.856	13.930	-0.926	-6	138,373	-12
13/10/14		3/11/14	21		- cash -
	3/11/14	24/08/15	294		Ströer Media	100	6,196	22.331	51.522	29.190	131	319,236	182
24/08/15		31/08/15	7		- cash -
	31/08/15	8/02/16	161		SMA Solar	100	8,463	37.718	41.806	4.087	11	353,825	26
8/02/16		22/02/16	14		- cash -
	22/02/16	29/02/16	7		SMA Solar	100	7,241	48.863	46.226	-2.636	-5	334,736	-94
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
29/02/16		14/03/16	14		- cash -
	14/03/16	4/07/16	112		SMA Solar	100	7,021	47.672	48.065	0.394	1	337,502	3
	4/07/16	22/08/16	49		Carl Zeiss Meditec	100	8,624	39.132	35.897	-3.236	-8	309,598	-47
	22/08/16	16/01/17	147		Hochtief	100	2,329	132.931	145.389	12.458	9	338,613	25
	16/01/17	18/06/18	518		Siltronic	100	6,577	51.481	160.770	109.290	212	1,057,410	123
	18/06/18	8/10/18	112		Sixt	100	8,788	120.318	110.048	-10.270	-9	967,157	-25
8/10/18		11/02/19	126		- cash -
	11/02/19	8/04/19	56		Carl Zeiss Meditec	100	11,024	87.732	83.169	-4.562	-5	916,862	-29
	8/04/19	29/07/19	112		Nordex	100	53,526	17.129	12.685	-4.444	-26	678,999	-62
	29/07/19	2/12/19	126		Ströer Media	100	8,666	78.343	77.835	-0.508	-1	674,597	-2
	2/12/19	9/03/20	98		HelloFresh	100	34,849	19.357	24.667	5.309	27	859,626	147
9/03/20		20/04/20	42		- cash -
	20/04/20	27/04/20	7		HelloFresh	100	25,904	33.185	36.986	3.801	11	958,083	28,451
27/04/20		11/05/20	14		- cash -
	11/05/20	15/06/20	35		HelloFresh	100	23,149	41.387	40.723	-0.664	-2	942,711	-16
15/06/20		22/06/20	7		- cash -
	22/06/20	1/03/21	252		HelloFresh	100	20,153	46.777	66.844	20.067	43	1,347,123	68
	1/03/21	24/05/21	84		thyssenkrupp	100	102,379	13.158	10.535	-2.623	-20	1,078,585	-62
	24/05/21	7/03/22	287		Hugo Boss	100	21,703	49.696	44.221	-5.474	-11	959,779	-14
7/03/22		4/04/22	28		- cash -
	4/04/22	9/05/22	35		K+S	100	33,772	28.419	31.389	2.970	10	1,060,089	182
9/05/22		30/05/22	21		- cash -
	30/05/22	6/06/22	7		K+S	100	40,541	26.148	27.707	1.559	6	1,123,282	1,947
6/06/22		11/07/22	35		- cash -
	11/07/22	18/07/22	7		Hensoldt	100	48,676	23.077	24.118	1.041	5	1,173,960	898
18/07/22		15/08/22	28		- cash -
	15/08/22	22/08/22	7		SMA Solar	100	20,808	56.418	49.278	-7.140	-13	1,025,390	-100
22/08/22		12/09/22	21		- cash -
	12/09/22	19/09/22	7		SMA Solar	100	20,203	50.752	50.683	-0.069	0	1,024,002	-7
19/09/22		31/10/22	42		- cash -
	31/10/22	5/12/22	35		Hensoldt	100	43,476	23.553	21.070	-2.483	-11	916,032	-69
	5/12/22	31/07/23	238		SMA Solar	100	14,290	64.100	82.931	18.831	29	1,185,134	48
	31/07/23	11/03/24	224		Redcare Pharmacy	100	11,726	101.068	119.848	18.780	19	1,405,350	32
	11/03/24	1/07/24	112		Morphosys	100	22,353	62.870	65.521	2.652	4	1,464,620	14
accum	2/01/06	1/07/24	6077	days out of 7022 invested (87%)						14,546		1,464,620	35

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Siltronic	long	16/01/17	18/06/18	518	51.48	160.77	109.29	212.29	212.29
Morphosys		12/11/12	7/04/14	511	30.88	77.74	46.86	151.72
		11/03/24	1/07/24	112	62.87	65.52	2.65	4.22	162.34
Nordex		2/01/06	17/07/06	196	8.00	16.69	8.69	108.64
		4/09/06	11/09/06	7	20.97	18.50	-2.47	-11.78
		18/09/06	20/08/07	336	18.63	41.15	22.52	120.87
		27/08/07	26/11/07	91	56.88	52.10	-4.77	-8.40
		7/04/14	13/10/14	189	14.86	13.93	-0.93	-6.23
		8/04/19	29/07/19	112	17.13	12.69	-4.44	-25.94	158.61
Aixtron		3/12/07	21/01/08	49	14.28	10.97	-3.31	-23.18
		27/04/09	7/06/10	406	8.58	27.67	19.09	222.42	147.70
Ströer Media		3/11/14	24/08/15	294	22.33	51.52	29.19	130.71
		29/07/19	2/12/19	126	78.34	77.84	-0.51	-0.65	129.22
HelloFresh		2/12/19	9/03/20	98	19.36	24.67	5.31	27.43
		20/04/20	27/04/20	7	33.18	36.99	3.80	11.45
		11/05/20	15/06/20	35	41.39	40.72	-0.66	-1.60
		22/06/20	1/03/21	252	46.78	66.84	20.07	42.90	99.69
K+S		28/04/08	1/09/08	126	104.69	123.13	18.43	17.61
		4/04/22	9/05/22	35	28.42	31.39	2.97	10.45
		30/05/22	6/06/22	7	26.15	27.71	1.56	5.96	37.64
SMA Solar		31/08/15	8/02/16	161	37.72	41.81	4.09	10.84
		22/02/16	29/02/16	7	48.86	46.23	-2.64	-5.40
		14/03/16	4/07/16	112	47.67	48.07	0.39	0.83
		15/08/22	22/08/22	7	56.42	49.28	-7.14	-12.66
		12/09/22	19/09/22	7	50.75	50.68	-0.07	-0.14
		5/12/22	31/07/23	238	64.10	82.93	18.83	29.38	19.31
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Redcare Pharmacy		31/07/23	11/03/24	224	101.07	119.85	18.78	18.58	18.58
Hochtief		22/08/16	16/01/17	147	132.93	145.39	12.46	9.37	9.37
Jungheinrich		27/09/10	21/03/11	175	11.01	11.34	0.34	3.07	3.07
Lanxess		6/08/12	3/09/12	28	73.15	74.92	1.78	2.43
		10/09/12	12/11/12	63	77.47	74.15	-3.31	-4.28	-1.95
Nemetschek		7/06/10	27/09/10	112	2.64	2.52	-0.12	-4.39	-4.39
Hensoldt		11/07/22	18/07/22	7	23.08	24.12	1.04	4.51
		31/10/22	5/12/22	35	23.55	21.07	-2.48	-10.54	-6.51
Sixt		18/06/18	8/10/18	112	120.32	110.05	-10.27	-8.54	-8.54
CTS Eventim		23/03/09	27/04/09	35	9.05	8.19	-0.86	-9.55	-9.55
Jenoptik		9/02/09	16/02/09	7	8.07	7.28	-0.79	-9.74	-9.74
Encavis		31/10/11	7/11/11	7	3.82	3.78	-0.04	-0.97
		12/12/11	2/04/12	112	3.89	3.54	-0.35	-8.98	-9.86
Carl Zeiss Meditec		2/03/09	9/03/09	7	15.39	14.80	-0.58	-3.79
		16/07/12	23/07/12	7	24.54	23.84	-0.70	-2.85
		4/07/16	22/08/16	49	39.13	35.90	-3.24	-8.27
		11/02/19	8/04/19	56	87.73	83.17	-4.56	-5.20	-18.73
thyssenkrupp		1/03/21	24/05/21	84	13.16	10.54	-2.62	-19.93	-19.93
Hugo Boss		21/03/11	8/08/11	140	62.02	66.14	4.12	6.64
		2/04/12	11/06/12	70	105.53	90.32	-15.21	-14.41
		30/07/12	6/08/12	7	104.26	92.95	-11.30	-10.84
		24/05/21	7/03/22	287	49.70	44.22	-5.47	-11.02	-27.59

Annotations

12/08/24	Morphosys	acquired by Novartis
22/05/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
20/09/21	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
16/08/21	Bechtle	stock split 1:3 (three for one)
28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
19/03/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
24/07/17	Bechtle	stock split 1:2 (two for one)
19/12/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
11/08/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
22/06/16	Jungheinrich	stock split 1:3 (three for one)
10/03/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
9/03/16	K+S	moves from DAX to MDAX
21/12/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
21/09/15	Lanxess	moves from DAX to MDAX
7/09/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
20/08/15	MDAX	complete analysis
30/06/15	Nemetschek	stock split 1:4 (four for one)
22/06/15	MDAX	Zalando replaces Bertrandt
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
26/02/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
30/01/15	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.
19/01/15	Hella	entry


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