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

Assessment - STOXX Europe 50 - 1/07/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	Curr	⇓∅-RS
		Stoxx 50	4,344.220	12/08/24	-0.16	4,507.920	-3.63	4,019.450	488.470	12.15	EUR	8.95
		ASML	784.600	12/08/24	0.08	954.300	-17.78	630.600	323.700	51.33	EUR	39.28
		Novo Nordisk	892.900	12/08/24	-2.80	1,004.600	-11.12	692.200	312.400	45.13	DKK	37.87
	L	ABB	45.510	12/08/24	0.55	50.380	-9.67	34.860	15.520	44.52	CHF	36.38
		Schneider Electric	211.250	12/08/24	0.38	225.350	-6.26	168.080	57.270	34.07	EUR	25.49
	L	Richemont	128.200	12/08/24	1.22	140.550	-8.79	110.500	30.050	27.19	CHF	12.79
		SAP	189.300	12/08/24	-0.33	185.680	1.95	146.320	39.360	26.90	EUR	22.16
		ING Groep	15.232	12/08/24	0.21	16.358	-6.88	12.944	3.414	26.38	EUR	17.84
		Safran	192.200	12/08/24	-0.18	202.100	-4.90	161.260	40.840	25.33	EUR	19.89
	L	AstraZeneca	12,780.000	12/08/24	0.63	12,304.000	3.87	10,266.000	2,038.000	19.85	GBP	15.63
	L	Münchener Rück	439.200	12/08/24	1.01	466.900	-5.93	392.000	74.900	19.11	EUR	18.31
		RELX	3,531.000	12/08/24	0.57	3,577.000	-1.29	3,047.000	530.000	17.39	GBP	18.92
		Banco Santander	4.089	12/08/24	-0.24	4.448	-8.06	3.848	0.600	15.58	EUR	15.44
	L	HSBC	643.900	12/08/24	0.22	690.900	-6.80	604.100	86.800	14.37	GBP	9.01
	L	Unilever Plc	4,714.000	12/08/24	-0.34	4,345.000	8.49	3,817.000	528.000	13.83	GBP	11.64
		EssilorLuxottica	207.300	12/08/24	-0.58	201.800	2.73	178.060	23.740	13.33	EUR	12.35
		Shell	33.025	12/08/24	0.93	33.880	-2.52	30.020	3.860	12.86	EUR	7.36
		Siemens	157.200	12/08/24	0.01	177.120	-11.25	156.980	20.140	12.83	EUR	7.94
	L	Novartis	96.740	12/08/24	0.16	96.720	0.02	86.140	10.580	12.28	CHF	5.45
		Allianz	255.900	12/08/24		262.500	-2.51	235.100	27.400	11.65	EUR	7.44
		Hermes International	2,006.000	12/08/24	-0.50	2,102.000	-4.57	1,917.400	184.600	9.63	EUR	6.33
	L	Zurich Insurance	464.700	12/08/24	0.85	482.800	-3.75	441.000	41.800	9.48	CHF	8.25
		UBS	24.850	12/08/24	0.44	26.980	-7.89	24.790	2.190	8.83	CHF	17.63
	L	Prosus	32.850	12/08/24	1.77	33.115	-0.80	30.450	2.665	8.75	EUR	16.12
		Axa	32.350	12/08/24	-0.77	31.260	3.49	29.045	2.215	7.63	EUR	0.60
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	Curr	⇓∅-RS
	S	Mercedes-Benz	57.480	12/08/24	-0.57	64.800	-11.30	60.520	4.280	7.07	EUR	-4.70
	L	Iberdrola	12.105	12/08/24	0.29	12.320	-1.75	11.515	0.805	6.99	EUR	6.71
		Sanofi	95.670	12/08/24	-0.60	91.850	4.16	86.590	5.260	6.07	EUR	-4.86
	L	Deutsche Telekom	24.730	12/08/24	0.49	23.680	4.43	22.350	1.330	5.95	EUR	6.60
		BNP Paribas	59.250	12/08/24		61.670	-3.92	58.470	3.200	5.47	EUR	-1.82
		GSK	1,572.000	12/08/24	0.42	1,526.000	3.01	1,455.400	70.600	4.85	GBP	5.65
		Glencore	410.250	12/08/24	1.27	461.700	-11.14	443.650	18.050	4.07	GBP	1.18
		TotalEnergies	61.720	12/08/24	0.60	63.610	-2.97	61.390	2.220	3.62	EUR	2.12
	S	BASF	41.280	12/08/24	-0.22	44.390	-7.01	43.410	0.980	2.26	EUR	-2.61
	S	LVMH	635.100	12/08/24	-0.14	712.000	-10.80	698.700	13.300	1.90	EUR	-6.25
	L	Roche	277.800	12/08/24	0.25	250.100	11.08	246.300	3.800	1.54	CHF	0.61
		BP	439.600	12/08/24	1.35	478.500	-8.13	471.950	6.550	1.39	GBP	-5.19
		Enel	6.438	12/08/24	0.44	6.607	-2.56	6.535	0.072	1.10	EUR	2.05
	L	BAT	2,801.000	12/08/24		2,451.000	14.28	2,523.500	-72.500	-2.87	GBP	-1.76
		Airbus	133.760	12/08/24	-0.45	131.640	1.61	137.020	-5.380	-3.93	EUR	3.35
		Rio Tinto	4,942.000	12/08/24	0.56	5,234.000	-5.58	5,448.000	-214.000	-3.93	GBP	-0.91
	S	Air Liquide	162.300	12/08/24	-0.79	162.620	-0.20	172.280	-9.660	-5.61	EUR	-6.52
		L´Oreal	376.650	12/08/24	-1.59	412.250	-8.64	436.900	-24.650	-5.64	EUR	5.47
		Anheuser-Busch InBev	55.200	12/08/24	-0.47	54.440	1.40	58.360	-3.920	-6.72	EUR	1.03
	L	Nestlé	88.640	12/08/24	-0.40	91.880	-3.53	99.970	-8.090	-8.09	CHF	-4.40
	S	Vinci	102.650	12/08/24	-0.77	100.900	1.73	113.380	-12.480	-11.01	EUR	-10.60
	S	Diageo	2,451.500	12/08/24	1.03	2,480.000	-1.15	2,804.000	-324.000	-11.55	GBP	-13.31
		Deutsche Post	36.040	12/08/24	-0.36	38.520	-6.44	43.845	-5.325	-12.15	EUR	-9.28
	S	National Grid	978.400	12/08/24	-0.04	885.400	10.50	1,036.000	-150.600	-14.54	GBP	-13.65
	L	Bayer	25.960	12/08/24	-0.04	26.170	-0.80	30.825	-4.655	-15.10	EUR	-25.49
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	Curr	⇓∅-RS
		Reckitt Benckiser	4,180.000	12/08/24		4,289.000	-2.54	5,450.000	-1,161.000	-21.30	GBP	-16.63
Europe 50 - 50 out of 50 instruments rated - 1/07/24 / 4/12/23 - 37 did rise, Market-Ratio(30) = 74.00 %

Technical Chart

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

4/01/21	scale up chart	1/07/24

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
2/01/06		24/07/06	203		- cash -
long	24/07/06	11/09/06	49		ABB	100	673	CHF	14.850	16.350	1.500	10	11,010	105
11/09/06		9/10/06	28		- cash -
	9/10/06	30/07/07	294		ABB	100	636	CHF	17.300	28.600	11.300	65	18,196	87
30/07/07		1/10/07	63		- cash -
	1/10/07	12/11/07	42		Rio Tinto	100	508	GBP	35.762	46.741	10.979	31	23,774	924
12/11/07		25/05/09	560		- cash -
	25/05/09	1/06/09	7		Barclays	100	8,897	GBP	2.672	2.921	0.249	9	25,993	10,393
1/06/09		27/07/09	56		- cash -
	27/07/09	10/05/10	287		Barclays	100	9,256	GBP	2.808	3.045	0.236	8	28,181	11
10/05/10		6/09/10	119		- cash -
	6/09/10	4/10/10	28		Novo Nordisk	100	556	DKK	50.650	52.900	2.250	4	29,432	76
4/10/10		13/12/10	70		- cash -
	13/12/10	6/06/11	175		Mercedes-Benz	100	537	EUR	54.760	47.200	-7.560	-14	25,373	-27
6/06/11		4/07/11	28		- cash -
	4/07/11	11/07/11	7		BASF	100	374	EUR	67.700	66.950	-0.750	-1	25,092	-44
11/07/11		5/03/12	238		- cash -
	5/03/12	21/05/12	77		Novo Nordisk	100	315	DKK	79.450	84.150	4.700	6	26,573	31
21/05/12		18/06/12	28		- cash -
	18/06/12	15/10/12	119		Anheuser-Busch InBev	100	473	EUR	56.110	67.100	10.990	20	31,771	73
15/10/12		5/11/12	21		- cash -
	5/11/12	16/12/13	406		Lloyds Bank	100	74,144	GBP	0.429	0.766	0.338	79	56,817	69
16/12/13		30/12/13	14		- cash -
	30/12/13	4/08/14	217		ING Groep	100	5,664	EUR	10.030	9.625	-0.405	-4	54,523	-7
4/08/14		25/08/14	21		- cash -
	25/08/14	13/10/14	49		AstraZeneca	100	1,220	GBP	44.675	43.555	-1.120	-3	53,157	-17
13/10/14		9/02/15	119		- cash -
	9/02/15	24/08/15	196		Deutsche Telekom	100	3,417	EUR	15.555	14.040	-1.515	-10	47,980	-17
24/08/15		5/09/16	378		- cash -
	5/09/16	21/11/16	77		HSBC	100	8,249	GBP	5.816	6.336	0.520	9	52,271	50
21/11/16		19/12/16	28		- cash -
	19/12/16	4/12/17	350		Rio Tinto	100	1,714	GBP	30.482	35.400	4.918	16	60,700	17
4/12/17		15/04/19	497		- cash -
	15/04/19	3/06/19	49		LVMH	100	176	EUR	342.950	340.500	-2.450	-1	60,269	-5
3/06/19		8/07/19	35		- cash -
	8/07/19	12/08/19	35		LVMH	100	157	EUR	383.000	343.250	-39.750	-10	54,028	-68
12/08/19		30/09/19	49		- cash -
	30/09/19	2/03/20	154		ASML	100	237	EUR	227.250	250.250	23.000	10	59,479	26
2/03/20		12/10/20	224		- cash -
	12/10/20	13/12/21	427		Mercedes-Benz	100	1,213	EUR	49.010	74.000	24.990	51	89,792	42
13/12/21		5/12/22	357		- cash -
	5/12/22	19/12/22	14		BP	100	18,571	GBP	4.835	4.666	-0.169	-3	86,653	-60
19/12/22		9/01/23	21		- cash -
	9/01/23	21/08/23	224		Prosus	100	2,543	EUR	34.070	28.920	-5.150	-15	73,557	-23
21/08/23		11/03/24	203		- cash -
	11/03/24	12/08/24	154		Novo Nordisk	100	82	DKK	895.100	892.900	-2.200	0	73,377	-1
accum	24/07/06	12/08/24	3721	days out of 7081 invested (53%)							634		73,377	22

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	24/07/06	11/09/06	49	14.85	16.35	1.50	10.10
		9/10/06	30/07/07	294	17.30	28.60	11.30	65.32	82.02
Lloyds Bank		5/11/12	16/12/13	406	0.43	0.77	0.34	78.83	78.83
Rio Tinto		1/10/07	12/11/07	42	35.76	46.74	10.98	30.70
		19/12/16	4/12/17	350	30.48	35.40	4.92	16.13	51.79
Mercedes-Benz		13/12/10	6/06/11	175	54.76	47.20	-7.56	-13.81
		12/10/20	13/12/21	427	49.01	74.00	24.99	50.99	30.14
Anheuser-Busch InBev		18/06/12	15/10/12	119	56.11	67.10	10.99	19.59	19.59
Barclays		25/05/09	1/06/09	7	2.67	2.92	0.25	9.33
		27/07/09	10/05/10	287	2.81	3.04	0.24	8.42	18.54
Novo Nordisk		6/09/10	4/10/10	28	50.65	52.90	2.25	4.44
		5/03/12	21/05/12	77	79.45	84.15	4.70	5.92
		11/03/24	12/08/24	154	895.10	892.90	-2.20	-0.25	10.35
ASML		30/09/19	2/03/20	154	227.25	250.25	23.00	10.12	10.12
HSBC		5/09/16	21/11/16	77	5.82	6.34	0.52	8.94	8.94
BASF		4/07/11	11/07/11	7	67.70	66.95	-0.75	-1.11	-1.11
AstraZeneca		25/08/14	13/10/14	49	44.68	43.56	-1.12	-2.51	-2.51
BP		5/12/22	19/12/22	14	4.84	4.67	-0.17	-3.50	-3.50
ING Groep		30/12/13	4/08/14	217	10.03	9.63	-0.40	-4.04	-4.04
Deutsche Telekom		9/02/15	24/08/15	196	15.56	14.04	-1.52	-9.74	-9.74
LVMH		15/04/19	3/06/19	49	342.95	340.50	-2.45	-0.71
		8/07/19	12/08/19	35	383.00	343.25	-39.75	-10.38	-11.02
Prosus		9/01/23	21/08/23	224	34.07	28.92	-5.15	-15.12	-15.12

Annotations

19/02/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
13/09/23	Novo Nordisk	stock split 1:2 (two for one)
18/07/22	GlaxoSmithKline	demergers OTC business -> Haleon
24/09/18	Europe 50	Safran replaces Imperial Brands
31/05/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
21/09/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
14/09/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
5/09/15	Europe 50	complete analysis
9/07/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
22/09/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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