Share-o-matic - Assessment Medicine

Assessment - Medicine in Japanese yen - 5/16/22 - RS = 19

		⇓instrument	freshest		⇓ Δday	5/16/22	⇓ Δwk	1/03/22	prc diff	⇓ Δ19	∅-RS
	S	SOM Medicine	105,485.990	15:37	-1.22	105,617.192	-0.12	123,134.244	-17,517.052	-14.23	-8.29
	L	Ramsay Health Care	7,049.064	06:10	1.96	7,018.579	0.43	5,934.193	1,084.387	18.27	25.83
	L	LTC Properties	4,895.257	14:32	0.68	4,729.480	3.51	4,036.905	692.575	17.16	17.06
		Siemens Healthineers	7,489.999	15:29	-0.89	7,476.543	0.18	8,655.829	-1,179.286	-13.62	1.74
	L	Rhön-Klinikum	2,018.505	Tue	-0.33	2,025.233	-0.33	1,940.010	85.224	4.39	1.02
	L	Smith and Nephew	204,100.678	11:24	-0.16	205,051.457	-0.46	201,002.863	4,048.595	2.01	0.04
	S	Sonova	40,331.470	15:30	-6.12	43,344.741	-6.95	44,993.748	-1,649.007	-3.66	1.63
		Cochlear	19,451.722	06:10	2.34	19,035.700	2.19	17,937.032	1,098.668	6.13	2.03
		Sonic Healthcare	3,244.793	06:10	1.40	3,225.068	0.61	3,870.090	-645.022	-16.67	-0.59
	S	Fresenius MedCare	7,646.097	15:35	-0.07	7,662.245	-0.21	7,411.098	251.147	3.39	-4.63
		Terumo	4,050.000	06:15	0.70	3,980.000	1.76	4,860.000	-880.000	-18.11	-8.59
		Encompass Health	8,299.167	14:32	-3.13	8,327.549	-0.34	7,706.190	621.359	8.06	2.81
	S	EssilorLuxottica	19,720.794	15:36	-2.82	20,090.853	-1.84	24,371.210	-4,280.357	-17.56	-6.60
		Medtronic	13,541.460	14:14	-1.22	13,392.454	1.11	12,227.109	1,165.345	9.53	1.05
		Synlab	2,217.664	15:35	-1.02	2,282.256	-2.83	3,031.103	-748.846	-24.71	-8.98
		Fresenius	4,411.106	15:35	-1.41	4,471.661	-1.35	4,622.171	-150.510	-3.26	-10.85
	S	ResMed	2,502.409	06:10	-0.04	2,570.550	-2.65	3,002.785	-432.234	-14.39	-9.02
	S	Amplifon	4,380.156	15:37	-5.13	4,610.265	-4.99	6,072.621	-1,462.356	-24.08	-12.98
		Gerresheimer	8,820.867	15:35	-2.82	8,908.335	-0.98	11,002.069	-2,093.734	-19.03	-14.56
	S	Coloplast	15,588.238	14:59	-0.35	15,537.603	0.33	19,984.131	-4,446.527	-22.25	-14.70
	S	Stratec	13,725.834	15:35	-0.20	13,510.527	1.59	17,759.553	-4,249.026	-23.93	-14.70
		Medigene	360.640	11:42	-1.11	356.603	1.13	378.888	-22.285	-5.88	-15.78
	S	Getinge	3,691.981	15:29	-1.40	3,680.447	0.31	4,960.654	-1,280.207	-25.81	-18.06
	S	Uniphar	428.596	14:05	0.31	419.849	2.08	651.010	-231.161	-35.51	-17.01
	L	Drägerwerk	6,553.413	15:35	-2.01	6,613.968	-0.92	7,193.661	-579.692	-8.06	-17.41
		⇓instrument	freshest		⇓ Δday	5/16/22	⇓ Δwk	1/03/22	prc diff	⇓ Δ19	∅-RS
	L	WuXi AppTec	1,832.272	07:00	-3.07	1,879.639	-2.52	2,150.927	-271.288	-12.61	-16.23
		DiaSorin	15,542.489	15:35	-2.53	16,148.040	-3.75	21,248.966	-5,100.926	-24.01	-20.40
	S	Carl Zeiss Meditec	15,912.548	15:35	-2.59	16,107.670	-1.21	23,866.027	-7,758.357	-32.51	-22.05
	S	Straumann	14,905.389	15:30	-4.46	15,259.512	-2.32	24,693.221	-9,433.709	-38.20	-21.41
	S	Oceania Healthcare	81.127	05:00	3.09	77.882	4.17	104.947	-27.065	-25.79	-23.57
	S	Sartorius	45,012.662	15:29	-3.44	46,075.741	-2.31	76,923.342	-30,847.601	-40.10	-24.32
	S	Intuitive Surgical	28,507.182	14:27	-1.87	28,321.408	0.66	41,486.891	-13,165.482	-31.73	-19.41
	S	Fisher & Paykel HC	1,707.724	05:00	1.30	1,707.724		2,565.726	-858.003	-33.44	-26.79
		Pacific Edge	67.335	05:00	3.75	64.090	5.06	104.164	-40.074	-38.47	-31.21
	S	Illumina	31,581.473	14:26	0.65	30,154.630	4.73	43,891.978	-13,737.348	-31.30	-31.93
	S	Ambu	1,567.866	14:59	-3.43	1,554.484	0.86	3,130.234	-1,575.751	-50.34	-43.92
	S	Align Technology	35,388.537	14:20	-2.24	35,374.346	0.04	74,682.165	-39,307.820	-52.63	-43.94
	S	Eckert & Ziegler	5,541.469	15:35	-4.01	5,611.444	-1.25	12,720.735	-7,109.292	-55.89	-48.94
		Orpea	3,658.877	15:39	-19.17	4,252.317	-13.96	11,673.911	-7,421.594	-63.57	-49.82
Medicine - 38 out of 38 instruments rated - 5/16/22 / 1/03/22 - 8 did rise, Market-Ratio(19) in JPY = 21.05 %

Technical Chart

	Medicine RS = 19 - B/S = 33/69

1/01/18	scale up chart	5/16/22

Transactions Medicine in Japanese yen * S19 - 33/69 (3)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/28/08	756		- cash -
short	1/28/08	5/04/09	462		Carl Zeiss Meditec	33	2	1,645.245	1,222.471	2,214.229	568.984	35	11,138	26
					Drägerwerk	33	0	6,267.600	2,566.005	15,308.937	9,041.337	144	11,138	0
					Stratec	33	2	2,757.744	1,993.589	3,814.805	1,057.061	38	13,252	29
100							37						28
5/04/09		8/08/11	826		- cash -
	8/08/11	12/19/11	133		Sonova	33	0	6,505.288	7,551.303	5,459.272	-1,046.016	-16	13,252	0
					Illumina	33	1	3,996.373	2,035.489	7,846.269	3,849.896	96	17,102	537
					Fisher & Paykel HC	33	60	151.973	141.621	163.082	11.109	7	17,769	21
100							34						125
12/19/11		8/24/15	1344		- cash -
	8/24/15	10/26/15	63		Stratec	33	1	5,741.875	6,714.501	4,769.248	-972.626	-17	16,796	-66
					Sonova	33	0	15,596.901	16,607.040	14,586.762	-1,010.139	-6	16,796	0
					Coloplast	33	1	7,951.753	8,754.918	7,148.588	-803.165	-10	15,993	-46
100							-13						-55
10/26/15		3/28/16	154		- cash -
	3/28/16	4/25/16	28		Drägerwerk	33	0	7,381.929	7,178.222	7,591.417	209.488	3	15,993	0
					Express Scripts	33	1	7,676.117	8,198.815	7,153.419	-522.698	-7	15,470	-60
					Illumina	33	0	17,256.800	15,911.618	18,715.705	1,458.905	8	15,470	0
100							-7						-60
4/25/16		10/17/16	175		- cash -
	10/17/16	3/13/17	147		Express Scripts	33	0	7,191.014	7,748.031	6,633.997	-557.017	-8	15,470	0
					Illumina	33	0	14,671.871	19,167.390	10,176.352	-4,495.519	-31	15,470	0
					Getinge	33	8	1,847.843	2,004.951	1,690.735	-157.108	-9	14,213	-20
100							-9						-20
3/13/17		10/16/17	217		- cash -
	10/16/17	1/29/18	105		Express Scripts	33	0	6,371.909	8,934.868	3,808.950	-2,562.959	-40	14,213	0
					Hologic	33	1	4,026.607	4,771.734	3,281.479	-745.128	-19	13,468	-51
					Mediclinic	33	10	1,003.219	935.850	1,075.438	72.219	7	14,190	27
100							0						-1
1/29/18		10/29/18	273		- cash -
	10/29/18	3/11/19	133		Drägerwerk	33	0	5,989.582	6,322.638	5,656.526	-333.056	-6	14,190	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
					Dentsply Sirona	33	1	3,859.358	5,436.040	2,282.676	-1,576.682	-41	12,614	-76
					Align Technology	33	0	24,507.821	28,615.965	20,399.676	-4,108.145	-17	12,614	0
100							-41						-76
3/11/19		3/09/20	364		- cash -
	3/09/20	5/18/22	800		Fresenius	33	0	4,483.617	4,411.106	4,557.320	73.703	2	12,614	0
					Medigene	33	13	468.324	360.640	608.162	139.838	30	14,431	13
		6/29/20	112		NMC Health	33	5	1,257.541	1,242.140	1,273.133	15.592	1	14,509	4
100							15						7
	12/20/21	5/18/22	149		Drägerwerk	33	0	6,736.482	6,553.413	6,924.665	188.183	3	14,509	0
					Medigene	33	0	357.315	360.640	353.991	-3.324	-1	14,509	0
					Ambu	33	0	2,779.094	1,567.866	4,926.038	2,146.943	77	14,509	0
100							0						-100
accum	1/28/08	5/18/22	1871	days out of 5980 invested (31%)							45		14,509	8

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Drägerwerk	short	1/28/08	5/04/09	462	6,267.60	2,566.01	15,308.94	9,041.34	144.26	33	48.09
		3/28/16	4/25/16	28	7,381.93	7,178.22	7,591.42	209.49	2.84		0.95
		10/29/18	3/11/19	133	5,989.58	6,322.64	5,656.53	-333.06	-5.56		-1.85
		12/20/21	5/18/22	149	6,736.48	6,553.41	6,924.67	188.18	2.79		0.93	48.08
Ambu		12/20/21	5/18/22	149	2,779.09	1,567.87	4,926.04	2,146.94	77.25		25.75	25.75
Illumina		8/08/11	12/19/11	133	3,996.37	2,035.49	7,846.27	3,849.90	96.33		32.11
		3/28/16	4/25/16	28	17,256.80	15,911.62	18,715.70	1,458.90	8.45		2.82
		10/17/16	3/13/17	147	14,671.87	19,167.39	10,176.35	-4,495.52	-30.64		-10.21	21.96
Carl Zeiss Meditec		1/28/08	5/04/09	462	1,645.25	1,222.47	2,214.23	568.98	34.58		11.53	11.53
Medigene		3/09/20	5/18/22	800	468.32	360.64	608.16	139.84	29.86		9.95
		12/20/21	5/18/22	149	357.32	360.64	353.99	-3.32	-0.93		-0.31	9.61
Stratec		1/28/08	5/04/09	462	2,757.74	1,993.59	3,814.81	1,057.06	38.33		12.78
		8/24/15	10/26/15	63	5,741.87	6,714.50	4,769.25	-972.63	-16.94		-5.65	6.41
Fisher & Paykel HC		8/08/11	12/19/11	133	151.97	141.62	163.08	11.11	7.31		2.44	2.44
Mediclinic		10/16/17	1/29/18	105	1,003.22	935.85	1,075.44	72.22	7.20		2.40	2.40
Fresenius		3/09/20	5/18/22	800	4,483.62	4,411.11	4,557.32	73.70	1.64		0.55	0.55
NMC Health		3/09/20	6/29/20	112	1,257.54	1,242.14	1,273.13	15.59	1.24		0.41	0.41
Getinge		10/17/16	3/13/17	147	1,847.84	2,004.95	1,690.73	-157.11	-8.50		-2.83	-2.83
Coloplast		8/24/15	10/26/15	63	7,951.75	8,754.92	7,148.59	-803.17	-10.10		-3.37	-3.37
Align Technology		10/29/18	3/11/19	133	24,507.82	28,615.97	20,399.68	-4,108.14	-16.76		-5.59	-5.59
Hologic		10/16/17	1/29/18	105	4,026.61	4,771.73	3,281.48	-745.13	-18.51		-6.17	-6.17
Sonova		8/08/11	12/19/11	133	6,505.29	7,551.30	5,459.27	-1,046.02	-16.08		-5.36
		8/24/15	10/26/15	63	15,596.90	16,607.04	14,586.76	-1,010.14	-6.48		-2.16	-7.40
Dentsply Sirona		10/29/18	3/11/19	133	3,859.36	5,436.04	2,282.68	-1,576.68	-40.85		-13.62	-13.62
Express Scripts		3/28/16	4/25/16	28	7,676.12	8,198.82	7,153.42	-522.70	-6.81		-2.27
		10/17/16	3/13/17	147	7,191.01	7,748.03	6,634.00	-557.02	-7.75		-2.58
		10/16/17	1/29/18	105	6,371.91	8,934.87	3,808.95	-2,562.96	-40.22		-13.41	-17.56

Annotations

4/20/22	Straumann	stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical	stock split 1:3 (three for one)
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
12/16/16	Medigene	return
6/13/16	Sartorius	stock split 1:4 (four for one)
1/25/16	HealthSouth	recording started


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