Share-o-matic - Assessment GCX (GCX Global Challenges)

Assessment - GCX Global Challenges - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
		GCX PR	2,980.350	Mon		2,980.350		2,722.070	258.280	9.49	EUR	3.21
	L	Interface	15.130	Tue	-2.01	15.440	-2.01	9.530	5.910	62.01	USD	53.45
	L	ConvaTec	283.600	Thu	0.93	284.000	-0.14	202.000	82.000	40.59	GBP	25.51
	L	Rockwool	2,210.000	Thu	0.27	2,242.000	-1.43	1,616.000	626.000	38.74	DKK	24.59
		Benesse	2,590.000	Thu	0.02	2,588.500	0.06	1,781.000	807.500	45.34	JPY	22.79
		Steelcase	11.840	Tue	-1.25	11.990	-1.25	11.610	0.380	3.27	USD	21.47
	L	Smurfit Kappa	40.800	Thu	0.94	41.220	-1.02	31.730	9.490	29.91	EUR	19.16
		MillerKnoll	24.560	Tue	-1.88	25.030	-1.88	25.260	-0.230	-0.91	USD	19.14
	L	Kurita Water	6,012.000	Thu	1.04	6,417.000	-6.31	4,687.000	1,730.000	36.91	JPY	16.75
		FirstGroup	165.600	Thu	-1.60	173.500	-4.55	149.400	24.100	16.13	GBP	16.39
	L	Ricoh	1,345.500	Thu	1.62	1,395.000	-3.55	1,256.500	138.500	11.02	JPY	15.89
	L	Nordex	12.300	Thu	-1.05	12.380	-0.65	10.260	2.120	20.66	EUR	13.89
	L	Konica Minolta	539.600	Thu	0.58	537.500	0.39	454.300	83.200	18.31	JPY	13.70
		Swiss Re	98.000	Thu	-0.04	107.400	-8.75	97.320	10.080	10.36	CHF	12.78
		Hannover Rück	229.700	Thu	0.44	233.200	-1.50	206.200	27.000	13.09	EUR	11.68
		Pearson	993.800	Thu	0.34	1,004.500	-1.07	916.200	88.300	9.64	GBP	11.47
	L	Coloplast	896.200	Thu	-0.47	914.800	-2.03	726.000	188.800	26.01	DKK	11.05
	L	Cdn Nat Railway	174.930	Wed	-0.54	177.430	-1.41	148.900	28.530	19.16	CAD	10.72
	L	bioMérieux	99.000	Thu	-1.10	105.200	-5.89	90.940	14.260	15.68	EUR	9.38
	L	Befesa	34.980	Thu	0.98	35.420	-1.24	28.900	6.520	22.56	EUR	8.69
	L	Signify	28.480	Thu	0.35	28.920	-1.52	25.370	3.550	13.99	EUR	8.43
	L	BillerudKorsnäs	98.750	Thu	0.30	99.800	-1.05	98.440	1.360	1.38	SEK	6.81
		CSX	34.800	Thu	1.87	35.140	-0.97	31.410	3.730	11.88	USD	6.59
		Union Pacific	229.495	Thu	0.12	233.940	-1.90	210.830	23.110	10.96	USD	6.12
		Drägerwerk	49.050	Thu	-2.68	50.100	-2.10	44.200	5.900	13.35	EUR	5.79
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
		Xerox	16.210	Tue	-0.98	16.370	-0.98	14.420	1.950	13.52	USD	5.00
		Geberit	499.100	Thu	0.12	507.400	-1.64	452.300	55.100	12.18	CHF	4.71
		Siemens Healthineers	51.180	Thu	-1.73	53.500	-4.34	47.670	5.830	12.23	EUR	4.33
		Hannon Armstrong SIC	24.120	Tue	-2.78	24.810	-2.78	17.350	7.460	43.00	USD	4.18
	L	First Solar	173.080	Tue	-1.64	175.960	-1.64	151.290	24.670	16.31	USD	3.91
		Sonova	248.700	Thu	-0.32	257.700	-3.49	218.700	39.000	17.83	CHF	3.78
		Scatec	69.700	Thu	-1.34	71.300	-2.24	57.350	13.950	24.32	NOK	1.40
	L	Aurubis	75.850	Thu	2.02	73.350	3.41	74.180	-0.830	-1.12	EUR	1.04
		Henkel	71.900	Thu	1.01	71.800	0.14	67.320	4.480	6.65	EUR	0.15
	S	United Utilities	1,018.500	Thu	1.60	1,006.500	1.19	1,019.000	-12.500	-1.23	GBP	-1.54
	S	Dassault Systèmes	38.430	Thu	0.31	38.960	-1.36	35.835	3.125	8.72	EUR	-2.25
	S	Intel	35.224	Thu	-1.28	36.310	-2.99	36.560	-0.250	-0.68	USD	-2.91
	S	Medtronic	79.080	Wed	-0.21	80.230	-1.43	71.750	8.480	11.82	USD	-2.96
	S	Fabege	87.300	Thu	1.81	85.600	1.99	85.200	0.400	0.47	SEK	-3.52
	S	Gecina	92.550	Thu	1.20	91.750	0.87	94.700	-2.950	-3.12	EUR	-6.13
	L	Ørsted	389.400	Thu	3.59	396.400	-1.77	320.000	76.400	23.88	DKK	-6.92
	S	Severn Trent	2,419.000	Thu	2.15	2,380.000	1.64	2,516.000	-136.000	-5.41	GBP	-7.51
	S	STMicroelectronics	37.575	Thu	-1.22	38.810	-3.18	41.270	-2.460	-5.96	EUR	-7.53
	S	Pennon Group	648.500	Thu	2.85	646.500	0.31	682.000	-35.500	-5.21	GBP	-8.22
	S	California Water	43.770	Tue	-1.40	44.390	-1.40	49.330	-4.940	-10.01	USD	-11.78
	S	Smith and Nephew	966.800	Thu	0.69	958.600	0.86	949.600	9.000	0.95	GBP	-12.28
	L	Lenzing	30.350	Thu	2.88	32.450	-6.47	37.100	-4.650	-12.53	EUR	-15.56
	S	Ormat Technologies	59.940	Tue	-1.69	60.970	-1.69	68.210	-7.240	-10.61	USD	-16.14
	S	EDP Renováveis	12.970	Thu	1.41	12.750	1.73	14.445	-1.695	-11.73	EUR	-21.37
	S	Solaria Energía	10.020	Thu	0.30	9.490	5.58	14.270	-4.780	-33.50	EUR	-30.91
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
		SunPower	2.310	Tue	-2.12	2.360	-2.12	5.790	-3.430	-59.24	USD	-54.52
GCX - 50 out of 50 instruments rated - 4/15/24 / 10/16/23 - 36 did rise, Market-Ratio(26) = 72.00 %

Technical Chart

	GCX RS = 26 - B/S = 60/40

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

Transactions GCX Global Challenges * 26 - 60/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		11/12/07	679		- cash -
short	11/12/07	4/27/09	532		Kingfisher	100	5,733	GBP	1.744	1.810	1.678	-0.066	-4	9,622	-3
long	4/27/09	7/05/10	434		Kingfisher	100	5,315	GBP	1.810	2.103		0.293	16	11,179	13
short	7/05/10	7/26/10	21		REC Silicon	100	85	NOK	131.100	167.900	94.300	-36.800	-28	8,051	-100
long	7/26/10	8/30/10	35		Dassault Systèmes	100	1,542	EUR	5.221	4.737		-0.484	-9	7,305	-64
short	8/30/10	11/08/10	70		Siemens Gamesa	100	1,375	EUR	5.311	5.344	5.278	-0.033	-1	7,259	-3
long	11/08/10	7/18/11	252		Hain Celestial	100	547	USD	13.270	16.585		3.315	25	9,073	38
short	7/18/11	2/06/12	203		REC Silicon	100	124	NOK	72.600	44.500	118.444	45.844	63	14,757	141
long	2/06/12	7/23/12	168		Hain Celestial	100	704	USD	20.950	26.570		5.620	27	18,714	68
short	7/23/12	11/05/12	105		Siemens Gamesa	100	16,678	EUR	1.122	1.660	0.584	-0.538	-48	9,741	-90
long	11/05/12	8/24/15	1022		Coloplast	100	38	DKK	254.600	431.700		177.100	70	16,471	21
short	8/24/15	12/28/15	126		REC Silicon	100	1,411	NOK	11.670	18.690	4.650	-7.020	-60	6,565	-93
long	12/28/15	1/18/16	21		Energy Recovery	100	924	USD	7.100	6.370		-0.730	-10	5,891	-85
short	1/18/16	3/14/16	56		Hain Celestial	100	163	USD	35.960	40.750	31.170	-4.790	-13	5,110	-61
long	3/14/16	5/02/16	49		Energy Recovery	100	557	USD	9.170	12.300		3.130	34	6,854	791
short	5/02/16	7/18/16	77		Konica Minolta	100	751	JPY	9.120	7.970	10.436	1.316	14	7,842	89
long	7/18/16	3/26/18	616		AMD	100	1,423	USD	5.510	10.440		4.930	89	14,857	46
short	3/26/18	4/08/19	378		Umweltbank	100	1,919	EUR	7.740	9.560	5.920	-1.820	-24	11,365	-23
long	4/08/19	8/26/19	140		Nordex	100	746	EUR	15.220	9.135		-6.085	-40	6,825	-74
short	8/26/19	11/11/19	77		Interface	100	625	USD	10.910	16.940	4.880	-6.030	-55	3,056	-98
long	11/11/19	3/09/20	119		STMicroelectronics	100	141	EUR	21.620	21.030		-0.590	-3	2,973	-8
short	3/09/20	9/07/20	182		Renault	100	151	EUR	19.660	25.160	14.160	-5.500	-28	2,143	-48
long	9/07/20	1/10/22	490		AMD	100	26	USD	82.010	132.000		49.990	61	3,443	43
short	1/10/22	3/27/23	441		Scatec	100	25	NOK	137.000	63.420	295.948	158.948	116	7,416	89
long	3/27/23	7/10/23	105		First Solar	100	35	USD	210.140	190.820		-19.320	-9	6,740	-28
short	7/10/23	12/25/23	168		SunPower	100	720	USD	9.350	4.460	19.602	10.252	110	14,121	399
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/25/23	4/16/24	113		Steelcase	100	1,015	USD	13.900	11.840		-2.060	-15	12,030	-40
accum	11/12/07	4/16/24	6003	days out of 6682 invested (90%)								20		12,030	1

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AMD	long	7/18/16	3/26/18	616	5.51	10.44		4.93	89.47
	long	9/07/20	1/10/22	490	82.01	132.00		49.99	60.96	204.97
Scatec	short	1/10/22	3/27/23	441	137.00	63.42	295.95	158.95	116.02	116.02
SunPower	short	7/10/23	12/25/23	168	9.35	4.46	19.60	10.25	109.64	109.64
Coloplast	long	11/05/12	8/24/15	1022	254.60	431.70		177.10	69.56	69.56
Hain Celestial	long	11/08/10	7/18/11	252	13.27	16.59		3.32	24.98
	long	2/06/12	7/23/12	168	20.95	26.57		5.62	26.83
	short	1/18/16	3/14/16	56	35.96	40.75	31.17	-4.79	-13.32	37.39
Energy Recovery	long	12/28/15	1/18/16	21	7.10	6.37		-0.73	-10.28
	long	3/14/16	5/02/16	49	9.17	12.30		3.13	34.13	20.34
Konica Minolta	short	5/02/16	7/18/16	77	9.12	7.97	10.44	1.32	14.43	14.43
Kingfisher	short	11/12/07	4/27/09	532	1.74	1.81	1.68	-0.07	-3.78
	long	4/27/09	7/05/10	434	1.81	2.10		0.29	16.19	11.79
STMicroelectronics	long	11/11/19	3/09/20	119	21.62	21.03		-0.59	-2.73	-2.73
First Solar	long	3/27/23	7/10/23	105	210.14	190.82		-19.32	-9.19	-9.19
Dassault Systèmes	long	7/26/10	8/30/10	35	5.22	4.74		-0.48	-9.27	-9.27
Steelcase	long	12/25/23	4/16/24	113	13.90	11.84		-2.06	-14.82	-14.82
Umweltbank	short	3/26/18	4/08/19	378	7.74	9.56	5.92	-1.82	-23.51	-23.51
Renault	short	3/09/20	9/07/20	182	19.66	25.16	14.16	-5.50	-27.98	-27.98
Nordex	long	4/08/19	8/26/19	140	15.22	9.14		-6.09	-39.98	-39.98
Siemens Gamesa	short	8/30/10	11/08/10	70	5.31	5.34	5.28	-0.03	-0.62
	short	7/23/12	11/05/12	105	1.12	1.66	0.58	-0.54	-47.95	-48.27
REC Silicon	short	7/05/10	7/26/10	21	131.10	167.90	94.30	-36.80	-28.07
	short	7/18/11	2/06/12	203	72.60	44.50	118.44	45.84	63.15
	short	8/24/15	12/28/15	126	11.67	18.69	4.65	-7.02	-60.15	-53.24
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Interface	short	8/26/19	11/11/19	77	10.91	16.94	4.88	-6.03	-55.27	-55.27

Annotations

2/29/24	GCX	Component update: CWT, Convatec, Medtronic, Siemens Healthineers, Smurfit Kappa and Solaria Energia replace AMD, Atlas Copco, Autodesk, Berkeley, Kingfisher and SKF
7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
9/20/17	bioMérieux	stock split 1:3 (three for one)
6/15/17	Xerox	reverse stock split 4:1 (one for four)
2/21/17	GCX	machine learning processed for all techniques
3/18/16	GCX	Sonova replaces Accenture
9/04/15	GCX	Swiss Re replaces BWT
8/18/15	GCX	complete analysis
7/01/15	Scatec Solar	monitoring started
3/10/15	GCX	Accenture and Autodesk replace Interface and J Sainsbury


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