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

Assessment - Portuguese Stock Index 20 - 23/01/23 - RS = 11

		⇓instrument	freshest		⇓ Δday	23/01/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ11	∅-RS
	L	PSI 20	5,944.250	09:15	-0.29	5,972.560	-0.47	5,765.470	207.090	3.59	2.52
	L	Banco Comercial	0.191	09:11	-1.09	0.189	0.79	0.146	0.043	29.45	23.55
	L	Galp Energia	12.735	09:16	0.35	13.005	-2.08	11.235	1.770	15.75	19.56
	L	Mota-Engil	1.616	09:15	-1.22	1.364	18.48	1.242	0.122	9.82	10.24
		Greenvolt	7.970	09:15	1.27	8.040	-0.87	7.890	0.150	1.90	8.08
	L	NOS	3.906	09:14	-0.51	3.986	-2.01	3.874	0.112	2.89	6.76
	L	Energias de Portugal	4.705	09:16	-1.03	4.766	-1.28	4.346	0.420	9.66	4.67
	L	CTT-Correios	3.580	09:03	0.56	3.485	2.73	3.155	0.330	10.46	0.24
		Jerónimo Martins	20.180	09:09	0.70	20.240	-0.30	20.880	-0.640	-3.07	-1.30
	L	Sonae	0.939	09:16	-0.48	0.971	-3.30	0.989	-0.018	-1.82	-2.75
	L	Redes Energéticas	2.560	09:14	-0.58	2.590	-1.16	2.595	-0.005	-0.19	-3.02
	S	Semapa	12.220	09:08	0.16	12.280	-0.49	12.920	-0.640	-4.95	-5.36
		EDP Renováveis	20.820	09:08	-0.14	20.530	1.41	21.190	-0.660	-3.11	-6.54
	L	Corticeira Amorim	8.890	09:13	0.34	8.880	0.11	9.340	-0.460	-4.93	-8.56
	S	Altri	4.720	09:15	-1.05	4.890	-3.48	5.850	-0.960	-16.41	-14.10
	S	The Navigator	3.204	09:14	-1.11	3.164	1.26	3.872	-0.708	-18.29	-14.14
PSI 20 - 15 out of 15 instruments rated - 23/01/23 / 7/11/22 - 7 did rise, Market-Ratio(11) = 46.67 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 11 - B/S = 66/66

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

Transactions Portuguese Stock Index 20 * S11 - 66 ex 8 (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	7/08/06	77		Banco Comercial	100	980	10.201	10.434	9.969	-0.233	-2	9,772	-10
7/08/06		14/08/06	7		- cash -
	14/08/06	21/08/06	7		Banco Comercial	100	920	10.614	10.937	10.292	-0.323	-3	9,475	-80
21/08/06		6/11/06	77		- cash -
	6/11/06	13/11/06	7		NOS	100	993	9.540	9.570	9.510	-0.030	0	9,445	-15
13/11/06		13/08/07	273		- cash -
	13/08/07	10/12/07	119		Corticeira Amorim	100	4,607	2.050	2.000	2.101	0.051	3	9,682	8
10/12/07		17/12/07	7		- cash -
	17/12/07	7/04/08	112		Semapa	100	1,013	9.550	8.660	10.532	0.981	10	10,676	38
7/04/08		14/04/08	7		- cash -
	14/04/08	12/05/08	28		Sonae	100	9,364	1.140	1.130	1.150	0.010	1	10,770	12
12/05/08		19/05/08	7		- cash -
	19/05/08	26/05/08	7		Banco Comercial	100	1,347	7.993	7.967	8.019	0.026	0	10,805	18
26/05/08		9/06/08	14		- cash -
	9/06/08	12/01/09	217		Banco Comercial	100	1,515	7.128	3.951	12.858	5.730	80	19,487	170
12/01/09		19/01/09	7		- cash -
	19/01/09	13/04/09	84		Banco Comercial	100	5,351	3.642	3.060	4.333	0.691	19	23,186	113
13/04/09		20/04/09	7		- cash -
	20/04/09	27/04/09	7		Corticeira Amorim	100	33,123	0.700	0.700	0.700	0.000	0	23,186	0
27/04/09		6/07/09	70		- cash -
	6/07/09	24/08/09	49		Corticeira Amorim	100	33,123	0.700	0.890	0.510	-0.190	-27	16,893	-91
24/08/09		30/11/09	98		- cash -
	30/11/09	11/01/10	42		Redes Energéticas	100	5,716	2.955	3.038	2.872	-0.083	-3	16,419	-22
11/01/10		25/01/10	14		- cash -
	25/01/10	26/04/10	91		EDP Renováveis	100	2,571	6.384	5.120	7.960	1.576	25	20,471	142
26/04/10		3/05/10	7		- cash -
	3/05/10	2/08/10	91		Mota-Engil	100	7,609	2.690	2.210	3.274	0.584	22	24,917	120
2/08/10		16/08/10	14		- cash -
	16/08/10	23/08/10	7		Mota-Engil	100	11,562	2.155	2.200	2.110	-0.045	-2	24,396	-67
23/08/10		30/08/10	7		- cash -
	30/08/10	13/09/10	14		Mota-Engil	100	11,191	2.180	2.270	2.090	-0.090	-4	23,389	-67
13/09/10		27/09/10	14		- cash -
	27/09/10	4/10/10	7		EDP Renováveis	100	5,710	4.096	4.072	4.120	0.024	1	23,527	36
4/10/10		11/10/10	7		- cash -
	11/10/10	25/10/10	14		EDP Renováveis	100	5,752	4.090	4.277	3.903	-0.187	-5	22,451	-70
25/10/10		22/11/10	28		- cash -
	22/11/10	20/12/10	28		Mota-Engil	100	11,327	1.982	1.794	2.190	0.208	10	24,804	267
20/12/10		27/12/10	7		- cash -
	27/12/10	31/01/11	35		Mota-Engil	100	14,093	1.760	1.987	1.533	-0.227	-13	21,605	-76
31/01/11		21/02/11	21		- cash -
	21/02/11	14/03/11	21		Altri	100	13,062	1.654	1.662	1.646	-0.008	0	21,500	-8
14/03/11		11/04/11	28		- cash -
	11/04/11	6/02/12	301		Mota-Engil	100	12,072	1.781	1.254	2.530	0.749	42	30,536	53
6/02/12		20/02/12	14		- cash -
	20/02/12	27/02/12	7		Banco Comercial	100	36,382	0.839	0.749	0.941	0.101	12	34,218	37,746
27/02/12		12/03/12	14		- cash -
	12/03/12	26/03/12	14		Banco Comercial	100	47,321	0.723	0.697	0.750	0.027	4	35,486	158
26/03/12		9/04/12	14		- cash -
	9/04/12	20/08/12	133		Banco Comercial	100	61,067	0.581	0.452	0.747	0.166	29	45,623	99
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
20/08/12		1/04/13	224		- cash -
	1/04/13	20/05/13	49		Galp Energia	100	3,710	12.295	12.535	12.055	-0.240	-2	44,733	-14
20/05/13		3/06/13	14		- cash -
	3/06/13	17/06/13	14		Redes Energéticas	100	20,241	2.210	2.206	2.214	0.004	0	44,814	5
17/06/13		24/06/13	7		- cash -
	24/06/13	19/08/13	56		Galp Energia	100	3,919	11.435	12.560	10.310	-1.125	-10	40,405	-49
19/08/13		16/09/13	28		- cash -
	16/09/13	23/09/13	7		Redes Energéticas	100	18,399	2.196	2.190	2.202	0.006	0	40,515	15
23/09/13		19/05/14	238		- cash -
	19/05/14	29/09/14	133		Jerónimo Martins	100	3,140	12.900	8.799	18.912	6.012	47	59,394	186
29/09/14		6/10/14	7		- cash -
	6/10/14	29/12/14	84		Jerónimo Martins	100	7,296	8.140	8.306	7.974	-0.166	-2	58,183	-9
29/12/14		5/01/15	7		- cash -
	5/01/15	19/01/15	14		Mota-Engil	100	22,639	2.570	2.838	2.302	-0.268	-10	52,116	-94
19/01/15		1/06/15	133		- cash -
	1/06/15	9/11/15	161		Mota-Engil	100	20,168	2.584	2.173	3.073	0.489	19	61,972	48
9/11/15		16/11/15	7		- cash -
	16/11/15	23/11/15	7		Banco Comercial	100	99,155	0.625	0.646	0.604	-0.021	-3	59,929	-83
23/11/15		7/12/15	14		- cash -
	7/12/15	4/04/16	119		Banco Comercial	100	94,720	0.633	0.458	0.873	0.241	38	82,719	169
4/04/16		11/04/16	7		- cash -
	11/04/16	25/04/16	14		Banco Comercial	100	192,953	0.429	0.527	0.331	-0.098	-23	63,790	-100
25/04/16		16/05/16	21		- cash -
	16/05/16	8/08/16	84		Banco Comercial	100	155,359	0.411	0.242	0.698	0.288	70	108,456	904
8/08/16		19/09/16	42		- cash -
	19/09/16	13/02/17	147		Banco Comercial	100	535,057	0.203	0.145	0.283	0.081	40	151,635	130
13/02/17		6/03/17	21		- cash -
	6/03/17	27/03/17	21		Banco Comercial	100	1,038,597	0.146	0.180	0.112	-0.034	-23	116,323	-99
27/03/17		10/07/17	105		- cash -
	10/07/17	22/01/18	196		CTT-Correios	100	21,481	5.415	3.514	8.344	2.929	54	179,249	124
22/01/18		29/01/18	7		- cash -
	29/01/18	3/09/18	217		CTT-Correios	100	51,039	3.512	3.352	3.680	0.168	5	187,804	8
	3/09/18	4/02/19	154		Mota-Engil	100	72,511	2.590	1.920	3.494	0.904	35	253,339	103
4/02/19		29/04/19	84		- cash -
	29/04/19	21/10/19	175		Semapa	100	17,304	14.640	12.820	16.718	2.078	14	289,304	32
21/10/19		2/12/19	42		- cash -
	2/12/19	9/12/19	7		Banco Comercial	100	1,504,438	0.192	0.194	0.191	-0.001	-1	287,498	-28
9/12/19		13/01/20	35		- cash -
	13/01/20	1/06/20	140		NOS	100	59,622	4.822	3.902	5.959	1.137	24	355,283	74
1/06/20		29/06/20	28		- cash -
	29/06/20	23/11/20	147		Banco Comercial	100	3,289,652	0.108	0.113	0.103	-0.005	-4	339,821	-10
	23/11/20	30/11/20	7		NOS	100	120,503	2.820	3.200	2.440	-0.380	-13	294,030	-100
30/11/20		21/12/20	21		- cash -
	21/12/20	28/12/20	7		Galp Energia	100	35,519	8.278	8.834	7.722	-0.556	-7	274,281	-97
28/12/20		15/02/21	49		- cash -
	15/02/21	12/04/21	56		NOS	100	97,957	2.800	3.038	2.562	-0.238	-9	250,968	-44
12/04/21		26/04/21	14		- cash -
	26/04/21	3/05/21	7		Corticeira Amorim	100	25,121	9.990	10.300	9.680	-0.310	-3	243,180	-81
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/05/21		31/05/21	28		- cash -
	31/05/21	23/08/21	84		NOS	100	83,166	2.924	3.522	2.326	-0.598	-20	193,447	-63
23/08/21		20/09/21	28		- cash -
	20/09/21	27/09/21	7		Galp Energia	100	23,419	8.260	9.268	7.252	-1.008	-12	169,841	-100
27/09/21		22/11/21	56		- cash -
	22/11/21	28/03/22	126		Mota-Engil	100	132,171	1.285	1.352	1.218	-0.067	-5	160,985	-14
28/03/22		13/06/22	77		- cash -
	13/06/22	12/12/22	182		CTT-Correios	100	48,783	3.300	3.175	3.430	0.130	4	167,322	8
12/12/22		9/01/23	28		- cash -
	9/01/23	27/01/23	18		Altri	100	33,430	5.005	4.720	5.307	0.302	6	177,425	228
accum	22/05/06	27/01/23	3959	days out of 6234 invested (64%)							1,674		177,425	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Banco Comercial	short	22/05/06	7/08/06	77	10.20	10.43	9.97	-0.23	-2.28
		14/08/06	21/08/06	7	10.61	10.94	10.29	-0.32	-3.04
		19/05/08	26/05/08	7	7.99	7.97	8.02	0.03	0.32
		9/06/08	12/01/09	217	7.13	3.95	12.86	5.73	80.39
		19/01/09	13/04/09	84	3.64	3.06	4.33	0.69	18.99
		20/02/12	27/02/12	7	0.84	0.75	0.94	0.10	12.06
		12/03/12	26/03/12	14	0.72	0.70	0.75	0.03	3.71
		9/04/12	20/08/12	133	0.58	0.45	0.75	0.17	28.57
		16/11/15	23/11/15	7	0.63	0.65	0.60	-0.02	-3.30
		7/12/15	4/04/16	119	0.63	0.46	0.87	0.24	38.03
		11/04/16	25/04/16	14	0.43	0.53	0.33	-0.10	-22.88
		16/05/16	8/08/16	84	0.41	0.24	0.70	0.29	70.02
		19/09/16	13/02/17	147	0.20	0.15	0.28	0.08	39.81
		6/03/17	27/03/17	21	0.15	0.18	0.11	-0.03	-23.29
		2/12/19	9/12/19	7	0.19	0.19	0.19	-0.00	-0.62
		29/06/20	23/11/20	147	0.11	0.11	0.10	-0.00	-4.35	443.87
Mota-Engil		3/05/10	2/08/10	91	2.69	2.21	3.27	0.58	21.72
		16/08/10	23/08/10	7	2.16	2.20	2.11	-0.04	-2.09
		30/08/10	13/09/10	14	2.18	2.27	2.09	-0.09	-4.13
		22/11/10	20/12/10	28	1.98	1.79	2.19	0.21	10.48
		27/12/10	31/01/11	35	1.76	1.99	1.53	-0.23	-12.90
		11/04/11	6/02/12	301	1.78	1.25	2.53	0.75	42.03
		5/01/15	19/01/15	14	2.57	2.84	2.30	-0.27	-10.43
		1/06/15	9/11/15	161	2.58	2.17	3.07	0.49	18.91
		3/09/18	4/02/19	154	2.59	1.92	3.49	0.90	34.90
		22/11/21	28/03/22	126	1.29	1.35	1.22	-0.07	-5.21	112.67
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
CTT-Correios		10/07/17	22/01/18	196	5.42	3.51	8.34	2.93	54.10
		29/01/18	3/09/18	217	3.51	3.35	3.68	0.17	4.77
		13/06/22	12/12/22	182	3.30	3.18	3.43	0.13	3.94	67.81
Jerónimo Martins		19/05/14	29/09/14	133	12.90	8.80	18.91	6.01	46.61
		6/10/14	29/12/14	84	8.14	8.31	7.97	-0.17	-2.04	43.62
Semapa		17/12/07	7/04/08	112	9.55	8.66	10.53	0.98	10.28
		29/04/19	21/10/19	175	14.64	12.82	16.72	2.08	14.20	25.93
EDP Renováveis		25/01/10	26/04/10	91	6.38	5.12	7.96	1.58	24.69
		27/09/10	4/10/10	7	4.10	4.07	4.12	0.02	0.59
		11/10/10	25/10/10	14	4.09	4.28	3.90	-0.19	-4.57	19.69
Altri		21/02/11	14/03/11	21	1.65	1.66	1.65	-0.01	-0.48
		9/01/23	27/01/23	18	5.01	4.72	5.31	0.30	6.04	5.53
Sonae		14/04/08	12/05/08	28	1.14	1.13	1.15	0.01	0.89	0.89
Redes Energéticas		30/11/09	11/01/10	42	2.96	3.04	2.87	-0.08	-2.81
		3/06/13	17/06/13	14	2.21	2.21	2.21	0.00	0.18
		16/09/13	23/09/13	7	2.20	2.19	2.20	0.01	0.27	-2.37
NOS		6/11/06	13/11/06	7	9.54	9.57	9.51	-0.03	-0.31
		13/01/20	1/06/20	140	4.82	3.90	5.96	1.14	23.58
		23/11/20	30/11/20	7	2.82	3.20	2.44	-0.38	-13.48
		15/02/21	12/04/21	56	2.80	3.04	2.56	-0.24	-8.50
		31/05/21	23/08/21	84	2.92	3.52	2.33	-0.60	-20.45	-22.42
Galp Energia		1/04/13	20/05/13	49	12.30	12.54	12.06	-0.24	-1.95
		24/06/13	19/08/13	56	11.44	12.56	10.31	-1.13	-9.84
		21/12/20	28/12/20	7	8.28	8.83	7.72	-0.56	-6.72
		20/09/21	27/09/21	7	8.26	9.27	7.25	-1.01	-12.20	-27.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Corticeira Amorim		13/08/07	10/12/07	119	2.05	2.00	2.10	0.05	2.50
		20/04/09	27/04/09	7	0.70	0.70	0.70	0.00	0.00
		6/07/09	24/08/09	49	0.70	0.89	0.51	-0.19	-27.14
		26/04/21	3/05/21	7	9.99	10.30	9.68	-0.31	-3.10	-27.64

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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