Share-o-matic - Assessment Europe 50 (STOXX Europe 50)

Assessment - STOXX Europe 50 - 4/15/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ30	Curr	∅-RS
	L	Stoxx 50	4,338.790	Fri	0.08	4,390.030	-1.17	3,984.090	405.940	10.19	EUR	8.45
	L	ASML	821.000	Fri	-2.30	910.900	-9.87	557.500	353.400	63.39	EUR	38.33
		Novo Nordisk	866.200	Fri	0.41	879.200	-1.48	650.400	228.800	35.18	DKK	33.51
	L	Safran	205.900	Fri	-1.10	207.900	-0.96	151.700	56.200	37.05	EUR	33.27
		SAP	165.800	Fri	-2.00	171.660	-3.41	126.680	44.980	35.51	EUR	26.62
	L	Schneider Electric	208.400	Fri	-3.23	212.100	-1.74	156.920	55.180	35.16	EUR	25.83
	L	Banco Santander	4.512	Fri	-0.73	4.471	0.92	3.446	1.025	29.75	EUR	24.37
	L	ABB	44.640	Fri	0.70	42.200	5.78	33.030	9.170	27.76	CHF	20.92
		UBS	25.700	Fri	-0.43	26.250	-2.10	23.410	2.840	12.13	CHF	20.52
		Airbus	160.040	Fri	-0.39	160.800	-0.47	130.040	30.760	23.65	EUR	18.34
	L	ING Groep	15.230	Fri	0.40	15.050	1.20	12.798	2.252	17.60	EUR	18.23
	L	Hermes International	2,320.000	Fri	-0.22	2,303.000	0.74	1,874.400	428.600	22.87	EUR	17.73
		RELX	3,302.000	Fri	-0.81	3,354.000	-1.55	2,788.000	566.000	20.30	GBP	17.46
	L	Axa	33.900	Fri	0.24	33.820	0.24	29.065	4.755	16.36	EUR	17.01
	L	Shell	33.465	Fri	-0.01	34.060	-1.75	30.430	3.630	11.93	EUR	16.71
	L	TotalEnergies	67.280	Fri	-0.21	68.290	-1.48	61.990	6.300	10.16	EUR	15.90
		Siemens	172.960	Fri	-1.46	175.900	-1.67	137.180	38.720	28.23	EUR	15.76
	L	Allianz	263.200	Fri	0.46	264.000	-0.30	231.500	32.500	14.04	EUR	15.10
	L	Mercedes-Benz	74.140	Fri	-0.90	76.240	-2.75	66.440	9.800	14.75	EUR	14.18
	L	EssilorLuxottica	203.300	Fri	-0.68	203.800	-0.25	173.420	30.380	17.52	EUR	13.78
		Münchener Rück	415.000	Fri	0.48	419.200	-1.00	375.900	43.300	11.52	EUR	13.52
	L	BASF	50.440	Fri	-1.23	51.750	-2.53	45.310	6.440	14.21	EUR	12.99
	L	Air Liquide	187.760	Fri	0.56	188.300	-0.29	164.340	23.960	14.58	EUR	12.19
	L	BNP Paribas	65.430	Fri	-0.05	65.770	-0.52	60.110	5.660	9.42	EUR	12.16
		GSK	1,599.000	Fri	0.98	1,643.500	-2.71	1,505.400	138.100	9.17	GBP	11.54
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ30	Curr	∅-RS
	L	Glencore	474.300	Fri	-0.15	481.650	-1.53	459.650	22.000	4.79	GBP	9.82
	L	BP	514.900	Fri	0.49	527.300	-2.35	519.200	8.100	1.56	GBP	8.70
		HSBC	646.200	Fri	0.25	651.100	-0.75	623.000	28.100	4.51	GBP	6.34
		Rio Tinto	5,380.000	Fri	0.17	5,410.000	-0.55	5,238.000	172.000	3.28	GBP	4.91
		Zurich Insurance	448.400	Fri	1.22	453.700	-1.17	426.300	27.400	6.43	CHF	4.54
		Vinci	113.350	Fri	-0.18	113.050	0.27	106.240	6.810	6.41	EUR	3.35
	L	AstraZeneca	10,946.000	Fri	0.29	11,024.000	-0.71	10,728.000	296.000	2.76	GBP	2.68
		LVMH	796.600	Fri	-0.03	794.800	0.23	742.500	52.300	7.04	EUR	1.98
		Richemont	127.450	Fri	-0.78	130.200	-2.11	119.850	10.350	8.64	CHF	1.96
		Iberdrola	11.340	Fri	0.35	11.260	0.71	11.055	0.205	1.85	EUR	0.78
	L	Prosus	28.540	Fri	-0.45	29.230	-2.36	28.965	0.265	0.91	EUR	0.65
		Deutsche Telekom	21.160	Fri	1.00	21.130	0.14	20.625	0.505	2.45	EUR	0.44
		Anheuser-Busch InBev	54.960	Fri	1.48	54.800	0.29	53.630	1.170	2.18	EUR	0.11
	S	National Grid	1,040.000	Fri	0.97	1,025.000	1.46	1,018.000	7.000	0.69	GBP	-0.71
	S	L´Oreal	444.950	Fri	5.04	415.450	7.10	404.400	11.050	2.73	EUR	-1.04
	S	Novartis	85.530	Fri	1.19	86.500	-1.12	92.020	-5.520	-6.00	CHF	-2.50
	S	Enel	5.955	Fri	1.45	5.850	1.79	6.236	-0.386	-6.19	EUR	-4.44
		Unilever Plc	3,811.000	Fri	1.09	3,770.000	1.09	4,103.000	-333.000	-8.12	GBP	-5.45
		Sanofi	86.890	Fri	1.95	87.450	-0.64	101.680	-14.230	-13.99	EUR	-6.68
	S	Deutsche Post	38.340	Fri	0.13	38.990	-1.67	41.740	-2.750	-6.59	EUR	-7.46
		BAT	2,310.000	Fri	0.74	2,287.000	1.01	2,698.000	-411.000	-15.23	GBP	-8.86
		Nestlé	95.240	Fri	2.15	92.500	2.96	105.720	-13.220	-12.50	CHF	-9.85
		Diageo	2,836.500	Fri	0.48	2,770.000	2.40	3,150.000	-380.000	-12.06	GBP	-10.74
	S	Roche	222.100	Fri	0.95	225.100	-1.33	257.950	-32.850	-12.74	CHF	-11.09
	S	Reckitt Benckiser	4,167.000	Fri	0.68	4,182.000	-0.36	5,830.000	-1,648.000	-28.27	GBP	-25.90
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ30	Curr	∅-RS
	L	Bayer	26.325	Fri	0.32	26.460	-0.51	48.645	-22.185	-45.61	EUR	-32.73
Europe 50 - 50 out of 50 instruments rated - 4/15/24 / 9/18/23 - 39 did rise, Market-Ratio(30) = 78.00 %

Technical Chart

	Europe 50 RS = 30 - B/S = 66/54

1/06/20	scale up chart	4/15/24

Transactions STOXX Europe 50 * L30 - 66/65 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		7/24/06	203		- cash -
long	7/24/06	9/11/06	49		ABB	100	673	CHF	14.850	16.350	1.500	10	11,010	105
9/11/06		10/09/06	28		- cash -
	10/09/06	7/30/07	294		ABB	100	636	CHF	17.300	28.600	11.300	65	18,196	87
7/30/07		10/01/07	63		- cash -
	10/01/07	11/12/07	42		Rio Tinto	100	508	GBP	35.762	46.741	10.979	31	23,774	924
11/12/07		5/25/09	560		- cash -
	5/25/09	6/01/09	7		Barclays	100	8,897	GBP	2.672	2.921	0.249	9	25,993	10,393
6/01/09		7/27/09	56		- cash -
	7/27/09	5/10/10	287		Barclays	100	9,256	GBP	2.808	3.045	0.236	8	28,181	11
5/10/10		9/06/10	119		- cash -
	9/06/10	10/04/10	28		Novo Nordisk	100	556	DKK	50.650	52.900	2.250	4	29,432	76
10/04/10		12/13/10	70		- cash -
	12/13/10	6/06/11	175		Mercedes-Benz	100	537	EUR	54.760	47.200	-7.560	-14	25,373	-27
6/06/11		7/04/11	28		- cash -
	7/04/11	7/11/11	7		BASF	100	374	EUR	67.700	66.950	-0.750	-1	25,092	-44
7/11/11		3/05/12	238		- cash -
	3/05/12	5/21/12	77		Novo Nordisk	100	315	DKK	79.450	84.150	4.700	6	26,573	31
5/21/12		6/18/12	28		- cash -
	6/18/12	10/15/12	119		Anheuser-Busch InBev	100	473	EUR	56.110	67.100	10.990	20	31,771	73
10/15/12		11/05/12	21		- cash -
	11/05/12	12/16/13	406		Lloyds Bank	100	74,144	GBP	0.429	0.766	0.338	79	56,817	69
12/16/13		12/30/13	14		- cash -
	12/30/13	8/04/14	217		ING Groep	100	5,664	EUR	10.030	9.625	-0.405	-4	54,523	-7
8/04/14		8/25/14	21		- cash -
	8/25/14	10/13/14	49		AstraZeneca	100	1,220	GBP	44.675	43.555	-1.120	-3	53,157	-17
10/13/14		2/09/15	119		- cash -
	2/09/15	8/24/15	196		Deutsche Telekom	100	3,417	EUR	15.555	14.040	-1.515	-10	47,980	-17
8/24/15		9/05/16	378		- cash -
	9/05/16	11/21/16	77		HSBC	100	8,249	GBP	5.816	6.336	0.520	9	52,271	50
11/21/16		12/19/16	28		- cash -
	12/19/16	12/04/17	350		Rio Tinto	100	1,714	GBP	30.482	35.400	4.918	16	60,700	17
12/04/17		4/15/19	497		- cash -
	4/15/19	6/03/19	49		LVMH	100	176	EUR	342.950	340.500	-2.450	-1	60,269	-5
6/03/19		7/08/19	35		- cash -
	7/08/19	8/12/19	35		LVMH	100	157	EUR	383.000	343.250	-39.750	-10	54,028	-68
8/12/19		9/30/19	49		- cash -
	9/30/19	3/02/20	154		ASML	100	237	EUR	227.250	250.250	23.000	10	59,479	26
3/02/20		10/12/20	224		- cash -
	10/12/20	12/13/21	427		Mercedes-Benz	100	1,213	EUR	49.010	74.000	24.990	51	89,792	42
12/13/21		12/05/22	357		- cash -
	12/05/22	12/19/22	14		BP	100	18,571	GBP	4.835	4.666	-0.169	-3	86,653	-60
12/19/22		1/09/23	21		- cash -
	1/09/23	8/21/23	224		Prosus	100	2,543	EUR	34.070	28.920	-5.150	-15	73,557	-23
8/21/23		3/11/24	203		- cash -
	3/11/24	4/19/24	39		Novo Nordisk	100	82	DKK	895.100	866.200	-28.900	-3	71,187	-26
accum	7/24/06	4/19/24	3323	days out of 6683 invested (50%)							612		71,187	24

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	7/24/06	9/11/06	49	14.85	16.35	1.50	10.10
		10/09/06	7/30/07	294	17.30	28.60	11.30	65.32	82.02
Lloyds Bank		11/05/12	12/16/13	406	0.43	0.77	0.34	78.83	78.83
Rio Tinto		10/01/07	11/12/07	42	35.76	46.74	10.98	30.70
		12/19/16	12/04/17	350	30.48	35.40	4.92	16.13	51.79
Mercedes-Benz		12/13/10	6/06/11	175	54.76	47.20	-7.56	-13.81
		10/12/20	12/13/21	427	49.01	74.00	24.99	50.99	30.14
Anheuser-Busch InBev		6/18/12	10/15/12	119	56.11	67.10	10.99	19.59	19.59
Barclays		5/25/09	6/01/09	7	2.67	2.92	0.25	9.33
		7/27/09	5/10/10	287	2.81	3.04	0.24	8.42	18.54
ASML		9/30/19	3/02/20	154	227.25	250.25	23.00	10.12	10.12
HSBC		9/05/16	11/21/16	77	5.82	6.34	0.52	8.94	8.94
Novo Nordisk		9/06/10	10/04/10	28	50.65	52.90	2.25	4.44
		3/05/12	5/21/12	77	79.45	84.15	4.70	5.92
		3/11/24	4/19/24	39	895.10	866.20	-28.90	-3.23	7.05
BASF		7/04/11	7/11/11	7	67.70	66.95	-0.75	-1.11	-1.11
AstraZeneca		8/25/14	10/13/14	49	44.68	43.56	-1.12	-2.51	-2.51
BP		12/05/22	12/19/22	14	4.84	4.67	-0.17	-3.50	-3.50
ING Groep		12/30/13	8/04/14	217	10.03	9.63	-0.40	-4.04	-4.04
Deutsche Telekom		2/09/15	8/24/15	196	15.56	14.04	-1.52	-9.74	-9.74
LVMH		4/15/19	6/03/19	49	342.95	340.50	-2.45	-0.71
		7/08/19	8/12/19	35	383.00	343.25	-39.75	-10.38	-11.02
Prosus		1/09/23	8/21/23	224	34.07	28.92	-5.15	-15.12	-15.12

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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