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

Assessment - GCX Global Challenges - 4/22/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
		GCX PR	2,928.690	Mon	0.93	2,928.690		2,625.290	303.400	11.56	EUR	1.28
		Interface	15.860	Wed	-1.80	15.100	5.03	9.040	6.060	67.04	USD	48.29
	L	Rockwool	2,300.000	Wed	0.35	2,270.000	1.32	1,540.000	730.000	47.40	DKK	25.43
	L	ConvaTec	285.000	Wed	-0.56	282.400	0.92	202.200	80.200	39.66	GBP	24.26
		Steelcase	12.100	Wed	-2.58	12.180	-0.66	10.450	1.730	16.56	USD	22.46
		Benesse	2,590.000	Wed		2,590.000		1,747.000	843.000	48.25	JPY	22.19
		MillerKnoll	25.350	Wed	-3.10	25.550	-0.78	22.900	2.650	11.57	USD	20.92
	L	Smurfit Kappa	40.030	Wed	-0.87	40.950	-2.25	29.300	11.650	39.76	EUR	18.01
	L	Konica Minolta	514.400	06:15	-4.07	547.000	-5.96	444.800	102.200	22.98	JPY	15.74
	L	Nordex	12.720	Wed	-1.09	12.580	1.11	9.860	2.720	27.59	EUR	15.55
		FirstGroup	170.700	Wed	-1.04	170.800	-0.06	147.900	22.900	15.48	GBP	13.45
	L	Ricoh	1,316.500	06:15	-3.45	1,373.000	-4.12	1,214.500	158.500	13.05	JPY	13.38
		Pearson	1,003.000	Wed	-1.13	1,009.500	-0.64	902.000	107.500	11.92	GBP	11.66
	L	Cdn Nat Railway	168.350	Wed	-4.77	177.190	-4.99	144.730	32.460	22.43	CAD	10.41
		Hannover Rück	232.100	Wed	-1.32	231.000	0.48	205.100	25.900	12.63	EUR	10.06
	L	Coloplast	922.000	Wed	0.59	900.800	2.35	726.000	174.800	24.08	DKK	9.41
		Kurita Water	6,103.000	Wed	3.51	5,895.000	3.53	4,427.000	1,468.000	33.16	JPY	7.14
		Drägerwerk	50.300	Wed	-0.98	50.800	-0.98	48.050	2.750	5.72	EUR	6.91
	L	Hannon Armstrong SIC	25.940	Wed	1.25	25.390	2.17	17.190	8.200	47.70	USD	6.87
	L	BillerudKorsnäs	93.400	Wed	-3.76	99.200	-5.85	98.440	0.760	0.77	SEK	6.24
		Union Pacific	231.980	Wed	-1.82	234.470	-1.06	207.760	26.710	12.86	USD	6.03
	L	Signify	28.440	Wed	0.71	28.200	0.85	23.970	4.230	17.65	EUR	5.75
		Xerox	14.760	Tue	-10.11	16.420	-10.11	13.480	2.940	21.81	USD	5.11
		CSX	33.670	Wed	-3.02	34.620	-2.74	30.160	4.460	14.79	USD	4.72
		bioMérieux	100.700	Wed	-0.69	100.700		87.380	13.320	15.24	EUR	4.55
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	First Solar	177.480	Wed	-1.45	176.280	0.68	151.320	24.960	16.49	USD	4.47
		Swiss Re	100.750	Wed	-1.08	99.300	1.46	95.520	3.780	3.96	CHF	3.82
		Henkel	72.600	Wed	0.72	74.040	-1.94	66.940	7.100	10.61	EUR	3.37
		United Utilities	1,037.500	Wed	-0.48	1,046.500	-0.86	1,012.000	34.500	3.41	GBP	2.50
		Sonova	255.200	Wed		253.300	0.75	212.400	40.900	19.26	CHF	2.15
	L	Aurubis	73.050	Wed	1.04	73.750	-0.95	72.280	1.470	2.03	EUR	1.90
		Siemens Healthineers	52.760	Wed	1.15	51.460	2.53	46.970	4.490	9.56	EUR	0.35
		Geberit	489.600	Wed	-0.37	485.100	0.93	419.500	65.600	15.64	CHF	0.07
	S	Fabege	85.350	Wed	-4.05	88.600	-3.67	78.240	10.360	13.24	SEK	-0.09
	L	Befesa	31.420	Wed	0.32	32.420	-3.08	26.200	6.220	23.74	EUR	-0.28
	S	Medtronic	80.380	Wed	-1.12	80.570	-0.24	72.390	8.180	11.30	USD	-2.51
		Severn Trent	2,448.000	Wed	-1.09	2,486.000	-1.53	2,513.000	-27.000	-1.07	GBP	-3.03
		Gecina	93.950	Wed	-1.16	94.350	-0.42	90.050	4.300	4.78	EUR	-3.33
	S	Dassault Systèmes	38.940	Wed	1.12	38.540	1.04	34.065	4.475	13.14	EUR	-3.37
		Scatec	70.000	Wed	-0.21	67.300	4.01	55.850	11.450	20.50	NOK	-4.18
		Pennon Group	662.500	Wed	-0.30	664.500	-0.30	681.000	-16.500	-2.42	GBP	-5.18
	S	Intel	34.500	Wed	0.64	34.410	0.26	33.850	0.560	1.65	USD	-8.23
		California Water	46.570	Wed	0.74	45.450	2.46	46.790	-1.340	-2.86	USD	-9.19
	L	Ørsted	382.200	Wed	-1.82	379.600	0.68	323.800	55.800	17.23	DKK	-10.24
	S	Smith and Nephew	983.400	Wed	-0.14	974.800	0.88	923.800	51.000	5.52	GBP	-10.40
		Ormat Technologies	64.990	Wed	-0.28	64.570	0.65	65.000	-0.430	-0.66	USD	-10.58
	S	STMicroelectronics	39.220	Wed	5.37	36.695	6.88	37.815	-1.120	-2.96	EUR	-12.29
	L	Lenzing	30.350	Wed	-3.34	31.000	-2.10	34.350	-3.350	-9.75	EUR	-18.41
	S	EDP Renováveis	12.650	Wed	-1.71	12.730	-0.63	13.885	-1.155	-8.32	EUR	-20.77
	S	Solaria Energía	9.855	Wed	-0.05	9.695	1.65	13.700	-4.005	-29.23	EUR	-28.65
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
		SunPower	1.940	Wed	-1.02	2.140	-9.35	4.960	-2.820	-56.85	USD	-57.29
GCX - 50 out of 50 instruments rated - 4/22/24 / 10/23/23 - 41 did rise, Market-Ratio(26) = 82.00 %

Technical Chart

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

1/06/20	scale up chart	4/22/24

Transactions GCX Global Challenges * 26 - 60/40 (2)

														⇐
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		MillerKnoll	50	197	USD	25.290	13.410	47.695	22.405	89	14,414	55
					Kingfisher	50	2,877	GBP	1.744	1.810	1.678	-0.066	-4	14,224	-3
100							42							27
long	4/27/09	7/05/10	434		Kingfisher	50	3,929	GBP	1.810	2.103		0.293	16	15,375	13
					Ansaldo STS	50	1,163	EUR	6.114	6.654		0.540	9	16,003	7
100							13							10
short	7/05/10	7/26/10	21		SunPower	50	630	USD	12.690	13.340	12.040	-0.650	-5	15,594	-60
					REC Silicon	50	61	NOK	131.100	167.900	94.300	-36.800	-28	13,349	-100
100							-17							-96
long	7/26/10	8/30/10	35		Dassault Systèmes	50	1,278	EUR	5.221	4.737		-0.484	-9	12,730	-64
					Sky	50	948	GBP	7.040	7.075		0.035	0	12,763	5
100							-4							-37
short	8/30/10	11/08/10	70		SunPower	50	606	USD	10.530	14.390	6.670	-3.860	-37	10,424	-91
					Siemens Gamesa	50	1,201	EUR	5.311	5.344	5.278	-0.033	-1	10,385	-3
100							-19							-66
long	11/08/10	7/18/11	252		Hain Celestial	50	391	USD	13.270	16.585		3.315	25	11,681	38
					SKF B	50	29	SEK	177.100	173.200		-3.900	-2	11,568	-3
100							11							17
short	7/18/11	2/06/12	203		Vestas Wind Systems	50	232	DKK	24.840	13.740	44.907	20.067	81	16,223	190
					REC Silicon	50	79	NOK	72.600	44.500	118.444	45.844	63	19,845	141
100							72							165
long	2/06/12	7/23/12	168		CA	50	375	USD	26.420	25.660		-0.760	-3	19,560	-6
					Hain Celestial	50	474	USD	20.950	26.570		5.620	27	22,224	68
100							12							28
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/23/12	11/05/12	105		Siemens Gamesa	50	9,903	EUR	1.122	1.660	0.584	-0.538	-48	16,896	-90
					Vestas Wind Systems	50	2,204	DKK	5.042	6.310	3.774	-1.268	-25	14,101	-63
100							-37							-79
long	11/05/12	8/24/15	1022		Energy Recovery	50	2,289	USD	3.080	2.920		-0.160	-5	13,735	-2
					Coloplast	50	27	DKK	254.600	431.700		177.100	70	18,517	21
100							32							10
short	8/24/15	12/28/15	126		AMD	50	5,260	USD	1.760	3.000	0.520	-1.240	-70	11,994	-97
					REC Silicon	50	793	NOK	11.670	18.690	4.650	-7.020	-60	6,428	-93
100							-65							-95
long	12/28/15	1/18/16	21		Nordex	50	98	EUR	32.630	28.410		-4.220	-13	6,014	-91
					Energy Recovery	50	454	USD	7.100	6.370		-0.730	-10	5,683	-85
100							-12							-88
short	1/18/16	3/14/16	56		Hain Celestial	50	79	USD	35.960	40.750	31.170	-4.790	-13	5,304	-61
					REC Silicon	50	230	NOK	12.350	12.560	12.140	-0.210	-2	5,256	-11
100							-8							-40
long	3/14/16	5/02/16	49		AMD	50	966	USD	2.720	3.740		1.020	38	6,241	972
					Energy Recovery	50	286	USD	9.170	12.300		3.130	34	7,136	791
100							36							878
short	5/02/16	7/18/16	77		SunPower	50	183	USD	19.410	15.800	23.845	4.435	23	7,948	165
					Konica Minolta	50	393	JPY	9.120	7.970	10.436	1.316	14	8,465	89
100							19							125
long	7/18/16	3/26/18	616		AMD	50	768	USD	5.510	10.440		4.930	89	12,251	46
					Energy Recovery	50	412	USD	10.270	8.330		-1.940	-19	11,452	-12
100							35							20
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/26/18	4/08/19	378		Umweltbank	50	739	EUR	7.740	9.560	5.920	-1.820	-24	10,107	-23
					FirstGroup	50	7,444	GBP	0.770	0.952	0.589	-0.182	-24	8,756	-23
100							-24							-23
long	4/08/19	8/26/19	140		Nordex	50	287	EUR	15.220	9.135		-6.085	-40	7,010	-74
					AMD	50	153	USD	28.530	30.280		1.750	6	7,277	17
100							-17							-38
short	8/26/19	11/11/19	77		Interface	50	333	USD	10.910	16.940	4.880	-6.030	-55	5,269	-98
					Konica Minolta	50	504	JPY	7.220	7.200	7.240	0.020	0	5,279	1
100							-27							-78
long	11/11/19	3/09/20	119		AMD	50	72	USD	36.310	43.270		6.960	19	5,781	71
					STMicroelectronics	50	123	EUR	21.620	21.030		-0.590	-3	5,708	-8
100							8							27
short	3/09/20	9/07/20	182		Lenzing	50	54	EUR	52.150	44.750	60.774	8.624	17	6,174	36
					Renault	50	147	EUR	19.660	25.160	14.160	-5.500	-28	5,365	-48
100							-6							-12
long	9/07/20	1/10/22	490		AMD	50	32	USD	82.010	132.000		49.990	61	6,965	43
					Rockwool	50	1	DKK	2,332.000	2,587.000		255.000	11	7,220	8
100							37							27
short	1/10/22	3/27/23	441		SunPower	50	183	USD	19.620	12.390	31.069	11.449	58	9,315	46
					Scatec	50	26	NOK	137.000	63.420	295.948	158.948	116	13,448	89
100							87							68
long	3/27/23	7/10/23	105		First Solar	50	31	USD	210.140	190.820		-19.320	-9	12,849	-28
					STMicroelectronics	50	151	EUR	45.845	44.105		-1.740	-4	12,586	-13
100							-6							-21
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/10/23	12/25/23	168		Lenzing	50	148	EUR	42.400	36.400	49.389	6.989	16	13,620	39
					SunPower	50	674	USD	9.350	4.460	19.602	10.252	110	20,530	399
100							63							190
long	12/25/23	4/24/24	121		Intel	50	213	USD	48.000	34.500		-13.500	-28	17,654	-63
					Steelcase	50	741	USD	13.900	12.100		-1.800	-13	16,321	-34
100							-21							-50
accum	11/12/07	4/24/24	6009	days out of 6688 invested (90%)								63		16,321	3

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
SunPower	short	7/05/10	7/26/10	21	12.69	13.34	12.04	-0.65	-5.12	50	-2.56
	short	8/30/10	11/08/10	70	10.53	14.39	6.67	-3.86	-36.66		-18.33
	short	5/02/16	7/18/16	77	19.41	15.80	23.84	4.43	22.85		11.42
	short	1/10/22	3/27/23	441	19.62	12.39	31.07	11.45	58.35		29.18
	short	7/10/23	12/25/23	168	9.35	4.46	19.60	10.25	109.64		54.82	77.34
AMD	short	8/24/15	12/28/15	126	1.76	3.00	0.52	-1.24	-70.45		-35.23
	long	3/14/16	5/02/16	49	2.72	3.74		1.02	37.50		18.75
	long	7/18/16	3/26/18	616	5.51	10.44		4.93	89.47		44.74
	long	4/08/19	8/26/19	140	28.53	30.28		1.75	6.13		3.07
	long	11/11/19	3/09/20	119	36.31	43.27		6.96	19.17		9.58
	long	9/07/20	1/10/22	490	82.01	132.00		49.99	60.96		30.48	64.06
Scatec	short	1/10/22	3/27/23	441	137.00	63.42	295.95	158.95	116.02		58.01	58.01
MillerKnoll	short	11/12/07	4/27/09	532	25.29	13.41	47.69	22.40	88.59		44.30	44.30
Coloplast	long	11/05/12	8/24/15	1022	254.60	431.70		177.10	69.56		34.78	34.78
Vestas Wind Systems	short	7/18/11	2/06/12	203	24.84	13.74	44.91	20.07	80.79		40.39
	short	7/23/12	11/05/12	105	5.04	6.31	3.77	-1.27	-25.15		-12.57	22.74
Hain Celestial	long	11/08/10	7/18/11	252	13.27	16.59		3.32	24.98		12.49
	long	2/06/12	7/23/12	168	20.95	26.57		5.62	26.83		13.41
	short	1/18/16	3/14/16	56	35.96	40.75	31.17	-4.79	-13.32		-6.66	19.08
Lenzing	short	3/09/20	9/07/20	182	52.15	44.75	60.77	8.62	16.54		8.27
	short	7/10/23	12/25/23	168	42.40	36.40	49.39	6.99	16.48		8.24	17.19
Konica Minolta	short	5/02/16	7/18/16	77	9.12	7.97	10.44	1.32	14.43		7.21
	short	8/26/19	11/11/19	77	7.22	7.20	7.24	0.02	0.28		0.14	7.36
Kingfisher	short	11/12/07	4/27/09	532	1.74	1.81	1.68	-0.07	-3.78		-1.89
	long	4/27/09	7/05/10	434	1.81	2.10		0.29	16.19		8.09	6.05
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Rockwool	long	9/07/20	1/10/22	490	2,332.00	2,587.00		255.00	10.93		5.47	5.47
Ansaldo STS	long	4/27/09	7/05/10	434	6.11	6.65		0.54	8.83		4.42	4.42
Sky	long	7/26/10	8/30/10	35	7.04	7.08		0.04	0.50		0.25	0.25
SKF B	long	11/08/10	7/18/11	252	177.10	173.20		-3.90	-2.20		-1.10	-1.10
CA	long	2/06/12	7/23/12	168	26.42	25.66		-0.76	-2.88		-1.44	-1.44
Energy Recovery	long	11/05/12	8/24/15	1022	3.08	2.92		-0.16	-5.19		-2.60
	long	12/28/15	1/18/16	21	7.10	6.37		-0.73	-10.28		-5.14
	long	3/14/16	5/02/16	49	9.17	12.30		3.13	34.13		17.07
	long	7/18/16	3/26/18	616	10.27	8.33		-1.94	-18.89		-9.44	-2.05
STMicroelectronics	long	11/11/19	3/09/20	119	21.62	21.03		-0.59	-2.73		-1.36
	long	3/27/23	7/10/23	105	45.85	44.11		-1.74	-3.80		-1.90	-3.24
First Solar	long	3/27/23	7/10/23	105	210.14	190.82		-19.32	-9.19		-4.60	-4.60
Dassault Systèmes	long	7/26/10	8/30/10	35	5.22	4.74		-0.48	-9.27		-4.64	-4.64
Steelcase	long	12/25/23	4/24/24	121	13.90	12.10		-1.80	-12.95		-6.47	-6.47
Umweltbank	short	3/26/18	4/08/19	378	7.74	9.56	5.92	-1.82	-23.51		-11.76	-11.76
FirstGroup	short	3/26/18	4/08/19	378	0.77	0.95	0.59	-0.18	-23.57		-11.79	-11.79
Renault	short	3/09/20	9/07/20	182	19.66	25.16	14.16	-5.50	-27.98		-13.99	-13.99
Intel	long	12/25/23	4/24/24	121	48.00	34.50		-13.50	-28.13		-14.06	-14.06
REC Silicon	short	7/05/10	7/26/10	21	131.10	167.90	94.30	-36.80	-28.07		-14.04
	short	7/18/11	2/06/12	203	72.60	44.50	118.44	45.84	63.15		31.57
	short	8/24/15	12/28/15	126	11.67	18.69	4.65	-7.02	-60.15		-30.08
	short	1/18/16	3/14/16	56	12.35	12.56	12.14	-0.21	-1.70		-0.85	-21.59
Siemens Gamesa	short	8/30/10	11/08/10	70	5.31	5.34	5.28	-0.03	-0.62		-0.31
	short	7/23/12	11/05/12	105	1.12	1.66	0.58	-0.54	-47.95		-23.98	-24.21
Nordex	long	12/28/15	1/18/16	21	32.63	28.41		-4.22	-12.93		-6.47
	long	4/08/19	8/26/19	140	15.22	9.14		-6.09	-39.98		-19.99	-25.16
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Interface	short	8/26/19	11/11/19	77	10.91	16.94	4.88	-6.03	-55.27		-27.64	-27.64

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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