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

Assessment - Portuguese Stock Index 20 - 26/07/21 - RS = 9

		⇓instrument	freshest		⇓ Δday	26/07/21	⇓ Δwk	24/05/21	prc diff	⇓ Δ9	∅-RS
		PSI 20	5,026.900	16:05	-1.81	5,100.900	-1.45	5,271.570	-170.670	-3.24	8.62
		CTT-Correios	4.385	15:35	-1.79	4.495	-2.45	4.040	0.455	11.26	58.15
	L	Novabase	4.650	15:35	0.43	4.520	2.88	4.120	0.400	9.71	26.82
		Semapa	11.620	15:35	1.93	11.540	0.69	11.700	-0.160	-1.37	23.11
		The Navigator	3.036	15:35	-2.63	3.004	1.07	3.044	-0.040	-1.31	19.14
		Sonae	0.833	15:35	0.97	0.801	4.00	0.816	-0.016	-1.90	18.61
		EDP Renováveis	19.800	15:36	-4.35	20.760	-4.62	19.610	1.150	5.86	17.03
	L	Jerónimo Martins	17.175	15:35	0.41	16.565	3.68	15.895	0.670	4.22	15.33
		Banco Comercial	0.120	15:38	-2.28	0.128	-6.25	0.156	-0.028	-17.68	14.40
		Altri	5.095	15:35	-4.94	5.270	-3.32	6.100	-0.830	-13.61	6.62
		Ibersol	5.920	11:55	1.02	5.600	5.71	5.980	-0.380	-6.35	5.84
	L	Corticeira Amorim	10.500	15:35	-6.25	10.920	-3.85	10.060	0.860	8.55	4.17
	L	NOS	3.124	15:35	-0.38	3.192	-2.13	3.044	0.148	4.86	4.06
		Redes Energéticas	2.355	15:35		2.350	0.21	2.310	0.040	1.73	-0.54
		Energias de Portugal	4.377	15:35	-2.30	4.532	-3.42	4.702	-0.170	-3.62	-2.30
	S	Mota-Engil	1.250	15:35	-2.19	1.287	-2.87	1.485	-0.198	-13.33	-5.18
	S	Galp Energia	8.224	15:35	-2.88	8.508	-3.34	10.045	-1.537	-15.30	-6.82
		Pharol	0.100	15:35		0.101	-0.40	0.104	-0.004	-3.45	-10.19
PSI 20 - 17 out of 17 instruments rated - 26/07/21 / 24/05/21 - 7 did rise, Market-Ratio(9) = 41.18 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

2/01/17	scale up chart	26/07/21

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	30/07/21	11		Pharol	100	36,048,719	0.100	0.100	0.100	-0.000	0	3,590,452	-12
accum	22/05/06	30/07/21	2601	days out of 5688 invested (46%)							35,805		3,590,452	128

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	30/07/21	11	0.10	0.10	0.10	-0.00	-0.40	937.32
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	-0.89
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
8/06/15	Pharol	name change, Portugal Telecom before


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