Share-o-matic - Assessment PSI 20 (Portuguese Stock Index 20 )

Assessment - Portuguese Stock Index 20 - 5/06/23 - RS = 9

		⇓instrument	freshest		⇓ Δday	5/06/23	⇓ Δwk	3/04/23	prc diff	⇓ Δ9	∅-RS
	S	PSI 20	5,957.920	13:06	0.69	5,888.720	1.18	6,078.720	-190.000	-3.13	-0.50
	L	Mota-Engil	1.970	Wed	4.79	1.876	5.01	1.600	0.276	17.25	37.70
		Banco Comercial	0.210	Wed	-1.13	0.209	0.58	0.204	0.005	2.46	25.06
	L	Jerónimo Martins	24.020	Wed		23.760	1.09	21.220	2.540	11.97	13.88
		CTT-Correios	3.355	Wed	0.15	3.360	-0.15	3.615	-0.255	-7.05	1.55
		Corticeira Amorim	9.740	Wed	-0.41	9.710	0.31	10.080	-0.370	-3.67	0.74
	S	Energias de Portugal	4.611	Wed	-1.33	4.636	-0.54	4.978	-0.342	-6.87	-1.59
		Semapa	13.460	Wed	0.75	13.200	1.97	13.700	-0.500	-3.65	-1.67
		Redes Energéticas	2.540	Wed	-0.20	2.535	0.20	2.695	-0.160	-5.94	-3.32
	S	Galp Energia	10.615	Wed	1.19	10.505	1.05	11.260	-0.755	-6.71	-4.66
	S	Sonae	0.917	Wed	-1.08	0.936	-2.03	1.007	-0.071	-7.05	-5.62
	S	NOS	3.480	Wed	0.35	3.482	-0.06	4.240	-0.758	-17.88	-9.49
	S	EDP Renováveis	19.190	Wed	-0.98	19.105	0.44	20.680	-1.575	-7.62	-11.77
		The Navigator	3.218	Wed	1.07	3.112	3.41	3.336	-0.224	-6.71	-13.27
	S	Greenvolt	6.295	Wed	-2.10	6.375	-1.25	6.580	-0.205	-3.12	-16.33
		Altri	3.980	Wed	-1.97	4.046	-1.63	4.816	-0.770	-15.99	-22.14
PSI 20 - 15 out of 15 instruments rated - 5/06/23 / 3/04/23 - 3 did rise, Market-Ratio(9) = 20.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 9 - B/S = 30/62

7/01/19	scale up chart	5/06/23

Transactions Portuguese Stock Index 20 * S9 - 30/62 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		22/05/06	140		- cash -
short	22/05/06	24/07/06	63		Impresa	100	4,464	2.240	2.110	2.378	0.138	6	10,616	41
24/07/06		20/08/07	392		- cash -
	20/08/07	28/04/08	252		Pharol	100	1,088	9.750	7.630	12.459	2.709	28	13,563	43
28/04/08		9/06/08	42		- cash -
	9/06/08	26/01/09	231		Banco Comercial	100	1,902	7.128	3.590	14.154	7.026	99	26,926	196
26/01/09		9/03/09	42		- cash -
	9/03/09	13/04/09	35		Banco Comercial	100	10,024	2.686	3.060	2.311	-0.375	-14	23,172	-79
13/04/09		13/07/09	91		- cash -
	13/07/09	10/08/09	28		Semapa	100	3,988	5.810	6.488	5.132	-0.678	-12	20,468	-80
10/08/09		30/11/09	112		- cash -
	30/11/09	4/01/10	35		Redes Energéticas	100	6,926	2.955	3.020	2.890	-0.065	-2	20,018	-21
4/01/10		25/01/10	21		- cash -
	25/01/10	12/04/10	77		EDP Renováveis	100	3,135	6.384	5.957	6.842	0.458	7	21,452	39
12/04/10		10/05/10	28		- cash -
	10/05/10	19/07/10	70		Mota-Engil	100	8,795	2.439	2.190	2.716	0.277	11	23,891	75
19/07/10		3/01/11	168		- cash -
	3/01/11	31/01/11	28		Mota-Engil	100	13,490	1.771	1.987	1.555	-0.216	-12	20,977	-82
31/01/11		18/04/11	77		- cash -
	18/04/11	16/01/12	273		Teixeira Duarte	100	38,140	0.550	0.210	1.441	0.891	162	54,941	262
16/01/12		16/04/12	91		- cash -
	16/04/12	13/08/12	119		Banco Comercial	100	106,372	0.517	0.452	0.590	0.074	14	62,781	51
13/08/12		1/04/13	231		- cash -
	1/04/13	6/05/13	35		Banif	100	536,587	0.117	0.117	0.117	0.000	0	62,781	0
6/05/13		24/06/13	49		- cash -
	24/06/13	12/08/13	49		Banif	100	640,620	0.098	0.012	0.800	0.702	717	512,688	> 999,999
12/08/13		2/06/14	294		- cash -
	2/06/14	16/02/15	259		Pharol	100	190,378	2.693	0.730	9.935	7.242	269	1,891,330	529
16/02/15		1/06/15	105		- cash -
	1/06/15	26/10/15	147		Pharol	100	3,715,775	0.509	0.382	0.678	0.169	33	2,520,039	104
26/10/15		14/12/15	49		- cash -
	14/12/15	21/03/16	98		Pharol	100	10,723,568	0.235	0.134	0.412	0.177	75	4,419,183	710
21/03/16		23/05/16	63		- cash -
	23/05/16	8/08/16	77		Pharol	100	35,353,460	0.125	0.170	0.080	-0.045	-36	2,828,277	-88
8/08/16		17/10/16	70		- cash -
	17/10/16	20/03/17	154		Banco Comercial	100	14,043,082	0.201	0.163	0.249	0.047	24	3,493,919	65
20/03/17		21/08/17	154		- cash -
	21/08/17	2/10/17	42		CTT-Correios	100	668,053	5.230	5.115	5.348	0.118	2	3,572,482	21
2/10/17		12/03/18	161		- cash -
	12/03/18	7/05/18	56		CTT-Correios	100	1,109,466	3.220	3.114	3.330	0.110	3	3,694,079	24
7/05/18		23/07/18	77		- cash -
	23/07/18	21/01/19	182		CTT-Correios	100	1,251,381	2.952	3.096	2.808	-0.144	-5	3,513,881	-10
21/01/19		20/05/19	119		- cash -
	20/05/19	16/09/19	119		CTT-Correios	100	1,592,874	2.206	2.238	2.174	-0.032	-1	3,462,909	-4
16/09/19		10/02/20	147		- cash -
	10/02/20	18/05/20	98		Pharol	100	34,733,285	0.100	0.068	0.147	0.048	48	5,116,213	328
18/05/20		21/09/20	126		- cash -
	21/09/20	23/11/20	63		Banco Comercial	100	58,807,045	0.087	0.113	0.061	-0.026	-30	3,604,872	-87
23/11/20		19/07/21	238		- cash -
	19/07/21	30/08/21	42		Pharol	100	36,048,719	0.100	0.096	0.105	0.004	4	3,767,091	47
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
30/08/21		20/12/21	112		- cash -
	20/12/21	31/01/22	42		Pharol	100	48,296,040	0.078	0.090	0.066	-0.012	-15	3,187,539	-77
31/01/22		7/03/22	35		- cash -
	7/03/22	28/03/22	21		Pharol	100	40,348,590	0.079	0.080	0.078	-0.001	-1	3,147,190	-20
28/03/22		1/08/22	126		- cash -
	1/08/22	28/11/22	119		CTT-Correios	100	943,685	3.335	3.165	3.514	0.179	5	3,316,204	17
28/11/22		2/01/23	35		- cash -
	2/01/23	27/03/23	84		Pharol	100	60,404,445	0.055	0.056	0.054	-0.001	-1	3,279,961	-5
27/03/23		5/06/23	70		- cash -
	5/06/23	7/06/23	2		Altri	100	810,667	4.046	3.980	4.113	0.067	2	3,334,357	1,912
accum	22/05/06	7/06/23	2901	days out of 6366 invested (46%)							33,244		3,334,357	108

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Pharol	short	20/08/07	28/04/08	252	9.75	7.63	12.46	2.71	27.78
		2/06/14	16/02/15	259	2.69	0.73	9.93	7.24	268.90
		1/06/15	26/10/15	147	0.51	0.38	0.68	0.17	33.24
		14/12/15	21/03/16	98	0.24	0.13	0.41	0.18	75.36
		23/05/16	8/08/16	77	0.13	0.17	0.08	-0.05	-36.00
		10/02/20	18/05/20	98	0.10	0.07	0.15	0.05	47.74
		19/07/21	30/08/21	42	0.10	0.10	0.10	0.00	4.50
		20/12/21	31/01/22	42	0.08	0.09	0.07	-0.01	-15.38
		7/03/22	28/03/22	21	0.08	0.08	0.08	-0.00	-1.27
		2/01/23	27/03/23	84	0.05	0.06	0.05	-0.00	-1.09	799.32
Banif		1/04/13	6/05/13	35	0.12	0.12	0.12	0.00	0.00
		24/06/13	12/08/13	49	0.10	0.01	0.80	0.70	716.63	716.63
Teixeira Duarte		18/04/11	16/01/12	273	0.55	0.21	1.44	0.89	161.91	161.91
Banco Comercial		9/06/08	26/01/09	231	7.13	3.59	14.15	7.03	98.56
		9/03/09	13/04/09	35	2.69	3.06	2.31	-0.37	-13.94
		16/04/12	13/08/12	119	0.52	0.45	0.59	0.07	14.27
		17/10/16	20/03/17	154	0.20	0.16	0.25	0.05	23.54
		21/09/20	23/11/20	63	0.09	0.11	0.06	-0.03	-29.54	69.96
EDP Renováveis		25/01/10	12/04/10	77	6.38	5.96	6.84	0.46	7.17	7.17
Impresa		22/05/06	24/07/06	63	2.24	2.11	2.38	0.14	6.16	6.16
CTT-Correios		21/08/17	2/10/17	42	5.23	5.12	5.35	0.12	2.25
		12/03/18	7/05/18	56	3.22	3.11	3.33	0.11	3.40
		23/07/18	21/01/19	182	2.95	3.10	2.81	-0.14	-4.88
		20/05/19	16/09/19	119	2.21	2.24	2.17	-0.03	-1.45
		1/08/22	28/11/22	119	3.34	3.17	3.51	0.18	5.37	4.44
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Altri		5/06/23	7/06/23	2	4.05	3.98	4.11	0.07	1.66	1.66
Redes Energéticas		30/11/09	4/01/10	35	2.96	3.02	2.89	-0.07	-2.20	-2.20
Mota-Engil		10/05/10	19/07/10	70	2.44	2.19	2.72	0.28	11.37
		3/01/11	31/01/11	28	1.77	1.99	1.56	-0.22	-12.20	-2.21
Semapa		13/07/09	10/08/09	28	5.81	6.49	5.13	-0.68	-11.67	-11.67

Annotations

20/04/18	PSI 20	F.Ramada replaces Novabase
24/10/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
2/05/16	Navigator	name change, Portucel Soporcel before
19/04/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
23/12/15	PSI 20	Banif is excluded
21/09/15	PSI 20	complete analysis


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