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

Assessment - GCX Global Challenges - 7/01/24 - RS = 29

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	Curr	∅-RS
	S	GCX PR	2,941.310	7/15		2,858.070	2.91	2,993.330	-135.260	-4.52	EUR	-0.32
	L	First Solar	213.420	7/15	-8.50	222.710	-4.17	146.110	76.600	52.43	USD	53.49
	L	Rockwool	2,976.000	7/15	-0.47	2,824.000	5.38	1,936.000	888.000	45.87	DKK	44.41
		Interface	15.900	7/15	2.71	14.570	9.13	11.190	3.380	30.21	USD	29.79
	L	Adtalem	75.100	7/15	5.66	67.270	11.64	60.010	7.260	12.10	USD	28.84
	L	Hannon Armstrong SIC	31.010	7/15	-5.23	28.730	7.94	25.500	3.230	12.67	USD	27.72
	L	Scatec	87.750	7/15	-1.07	85.900	2.15	75.000	10.900	14.53	NOK	23.23
	L	Kurita Water	7,023.000	7/12	0.33	6,864.000	2.32	4,970.000	1,894.000	38.11	JPY	19.82
		Smurfit Kappa	45.000	7/15	0.11	41.600	8.17	35.540	6.060	17.05	EUR	17.57
	L	Henkel	81.480	7/15	-0.73	83.140	-2.00	73.120	10.020	13.70	EUR	15.30
		Steelcase	13.530	7/15	0.37	12.960	4.40	12.560	0.400	3.18	USD	14.76
		Swiss Re	110.900	7/15	0.09	112.400	-1.33	99.100	13.300	13.42	CHF	12.30
		Nordex	12.930	7/15	-4.58	11.510	12.34	10.180	1.330	13.06	EUR	11.66
	L	Geberit	550.800	7/15	-1.01	529.200	4.08	509.800	19.400	3.81	CHF	10.57
		Ricoh	1,397.500	7/12	-2.65	1,404.000	-0.46	1,135.000	269.000	23.70	JPY	9.19
	L	Sonova	274.000	7/15	-1.19	280.300	-2.25	256.500	23.800	9.28	CHF	8.87
		MillerKnoll	27.720	7/15	1.50	26.460	4.76	27.700	-1.240	-4.48	USD	8.52
	L	BillerudKorsnäs	97.950	7/15	-0.56	98.450	-0.51	105.400	-6.950	-6.59	SEK	7.68
		Hannover Rück	239.400	7/15	0.04	240.900	-0.62	220.400	20.500	9.30	EUR	6.49
		Coloplast	868.600	7/15	-0.32	832.400	4.35	748.400	84.000	11.22	DKK	4.76
		ConvaTec	242.600	7/15	-1.14	236.400	2.62	228.200	8.200	3.59	GBP	4.59
		Drägerwerk	52.600	7/15	-1.13	49.950	5.31	50.600	-0.650	-1.28	EUR	4.48
	L	Ormat Technologies	72.960	7/15	-3.02	69.200	5.43	69.650	-0.450	-0.65	USD	4.32
		Siemens Healthineers	54.620	7/15	-1.23	53.840	1.45	52.280	1.560	2.98	EUR	2.97
		Pearson	1,012.000	7/15	-0.15	983.600	2.89	964.000	19.600	2.03	GBP	2.82
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	Curr	∅-RS
		Cdn Nat Railway	166.190	7/15	1.45	161.660	2.80	161.440	0.220	0.14	CAD	2.10
	L	Aurubis	78.050	7/15	-1.14	77.550	0.64	76.000	1.550	2.04	EUR	0.33
	L	Lenzing	32.900	7/15	-1.64	33.200	-0.90	33.100	0.100	0.30	EUR	-0.38
	S	United Utilities	1,035.000	7/15	-2.08	986.800	4.88	1,107.500	-120.700	-10.90	GBP	-0.72
	S	CSX	34.600	7/15	2.40	33.590	3.01	33.200	0.390	1.17	USD	-2.31
	S	Medtronic	77.080	7/15	-1.12	77.120	-0.05	79.720	-2.600	-3.26	USD	-2.42
	S	Union Pacific	235.990	7/15	2.51	224.860	4.95	232.030	-7.170	-3.09	USD	-2.65
	L	California Water	51.650	7/15	-0.83	48.370	6.78	52.500	-4.130	-7.87	USD	-3.69
		STMicroelectronics	38.940	7/15	-1.32	36.245	7.44	44.500	-8.255	-18.55	EUR	-4.02
	L	Ørsted	391.400	7/15	-5.50	376.000	4.10	338.800	37.200	10.98	DKK	-4.09
	S	FirstGroup	174.200	7/15	0.35	162.900	6.94	162.700	0.200	0.12	GBP	-4.11
		Befesa	31.880	7/15	-2.15	32.020	-0.44	33.300	-1.280	-3.84	EUR	-4.61
	S	Severn Trent	2,598.000	7/15	-2.29	2,394.000	8.52	2,711.000	-317.000	-11.69	GBP	-5.11
	S	Konica Minolta	463.100	7/12	-0.64	452.000	2.46	444.300	7.700	1.73	JPY	-5.78
	S	bioMérieux	95.250	7/15	-0.63	89.700	6.19	98.080	-8.380	-8.54	EUR	-5.87
	S	Fabege	92.350	7/15	-0.05	83.300	10.86	101.350	-18.050	-17.81	SEK	-6.03
		Smith and Nephew	1,070.500	7/15	-2.68	975.600	9.73	1,049.000	-73.400	-7.00	GBP	-6.12
		Gecina	89.350	7/15	1.19	88.450	1.02	108.300	-19.850	-18.33	EUR	-6.74
	L	Solaria Energía	11.090	7/15	-5.38	11.600	-4.40	17.055	-5.455	-31.98	EUR	-7.39
	S	Xerox	11.140	7/15	4.21	11.550	-3.55	15.170	-3.620	-23.86	USD	-10.58
	S	Dassault Systèmes	34.600	7/15	0.35	34.500	0.29	44.400	-9.900	-22.30	EUR	-10.98
	L	EDP Renováveis	13.410	7/15	-6.42	13.280	0.98	16.730	-3.450	-20.62	EUR	-12.34
	S	Pennon Group	650.000	7/15	-2.40	584.500	11.21	750.500	-166.000	-22.12	GBP	-12.35
		Signify	24.800	7/15	-0.48	23.600	5.08	28.580	-4.980	-17.42	EUR	-12.37
	S	Intel	34.460	7/15	-0.09	30.840	11.74	44.540	-13.700	-30.76	USD	-17.91
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	Curr	∅-RS
	L	SunPower	2.500	7/15	-7.06	2.710	-7.75	4.795	-2.085	-43.48	USD	-34.59
GCX - 50 out of 50 instruments rated - 7/01/24 / 12/11/23 - 27 did rise, Market-Ratio(29) = 54.00 %

Technical Chart

	GCX RS = 29 - B/S = 86/76

1/06/20	scale up chart	7/01/24

Transactions GCX Global Challenges * A29 - 86/76 (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		1/09/06	7		- cash -
long	1/09/06	5/29/06	140		Nordex	100	1,689	EUR	5.920	15.300		9.380	158	25,843	1,089
short	5/29/06	12/11/06	196		Intel	100	1,451	USD	17.810	20.700	14.920	-2.890	-16	21,649	-28
long	12/11/06	6/11/07	182		Vestas Wind Systems	100	459	DKK	47.100	74.300		27.200	58	34,134	149
short	6/11/07	8/24/09	805		AMD	100	2,453	USD	13.910	4.000	48.372	34.462	248	118,670	76
long	8/24/09	12/21/09	119		Renault	100	3,493	EUR	33.965	34.700		0.735	2	121,237	7
short	12/21/09	2/27/12	798		REC Silicon	100	401	NOK	301.800	36.800	2,475.088	2,173.288	720	992,725	162
long	2/27/12	4/23/12	56		CA	100	36,713	USD	27.040	26.450		-0.590	-2	971,065	-13
short	4/23/12	2/11/13	294		REC Silicon	100	36,922	NOK	26.300	7.600	91.012	64.712	246	3,360,354	367
long	2/11/13	11/25/13	287		SunPower	100	355,969	USD	9.440	29.510		20.070	213	10,504,652	326
short	11/25/13	1/06/14	42		Aurubis	100	247,897	EUR	42.375	43.845	40.905	-1.470	-3	10,140,243	-26
long	1/06/14	2/03/14	28		Vestas Wind Systems	100	272,440	DKK	37.220	35.740		-1.480	-4	9,737,032	-41
short	2/03/14	3/03/14	28		Aurubis	100	239,828	EUR	40.600	38.880	42.396	1.796	4	10,167,787	76
long	3/03/14	4/14/14	42		Vestas Wind Systems	100	272,302	DKK	37.340	43.660		6.320	17	11,888,736	289
short	4/14/14	4/28/14	14		EJR	100	492,150	JPY	24.157	24.377	23.937	-0.220	-1	11,780,463	-21
long	4/28/14	5/19/14	21		Vestas Wind Systems	100	256,097	DKK	46.000	52.820		6.820	15	13,527,044	1,006
short	5/19/14	3/02/15	287		Energy Recovery	100	2,947,068	USD	4.590	3.440	6.124	1.534	33	18,049,025	44
long	3/02/15	6/01/15	91		Shimano	100	96,534	JPY	186.970	176.950		-10.020	-5	17,081,755	-20
short	6/01/15	10/05/20	1953		REC Silicon	100	1,060,319	NOK	16.110	5.040	51.495	35.385	220	54,600,612	24
long	10/05/20	11/02/20	28		SunPower	100	3,509,036	USD	15.560	16.845		1.285	8	59,109,723	181
short	11/02/20	4/05/21	154		Konica Minolta	100	20,960,894	JPY	2.820	5.870	0.000	-2.820	-100	2	-100
long	4/05/21	6/21/21	77		REC Silicon	100	0	NOK	19.200	17.800		-1.400	-7	2	0
short	6/21/21	5/13/24	1057		bioMérieux	100	0	EUR	91.820	97.000	86.640	-5.180	-6	2	0
long	5/13/24	5/27/24	14		Interface	100	0	USD	15.940	15.660		-0.280	-2	2	0
short	5/27/24	7/15/24	49		SunPower	100	0	USD	2.920	2.500	3.411	0.491	17	2	0
accum	1/09/06	7/15/24	6774	days out of 6781 invested (100%)								-100		2	-36

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
REC Silicon	short	12/21/09	2/27/12	798	301.80	36.80	2,475.09	2,173.29	720.11
	short	4/23/12	2/11/13	294	26.30	7.60	91.01	64.71	246.05
	short	6/01/15	10/05/20	1953	16.11	5.04	51.49	35.38	219.64
	long	4/05/21	6/21/21	77	19.20	17.80		-1.40	-7.29	8,310.03
SunPower	long	2/11/13	11/25/13	287	9.44	29.51		20.07	212.61
	long	10/05/20	11/02/20	28	15.56	16.85		1.29	8.26
	short	5/27/24	7/15/24	49	2.92	2.50	3.41	0.49	16.80	295.28
AMD	short	6/11/07	8/24/09	805	13.91	4.00	48.37	34.46	247.75	247.75
Nordex	long	1/09/06	5/29/06	140	5.92	15.30		9.38	158.45	158.45
Vestas Wind Systems	long	12/11/06	6/11/07	182	47.10	74.30		27.20	57.75
	long	1/06/14	2/03/14	28	37.22	35.74		-1.48	-3.98
	long	3/03/14	4/14/14	42	37.34	43.66		6.32	16.93
	long	4/28/14	5/19/14	21	46.00	52.82		6.82	14.83	103.37
Energy Recovery	short	5/19/14	3/02/15	287	4.59	3.44	6.12	1.53	33.43	33.43
Renault	long	8/24/09	12/21/09	119	33.97	34.70		0.73	2.16	2.16
Aurubis	short	11/25/13	1/06/14	42	42.38	43.85	40.91	-1.47	-3.47
	short	2/03/14	3/03/14	28	40.60	38.88	42.40	1.80	4.42	0.80
EJR	short	4/14/14	4/28/14	14	24.16	24.38	23.94	-0.22	-0.91	-0.91
Interface	long	5/13/24	5/27/24	14	15.94	15.66		-0.28	-1.76	-1.76
CA	long	2/27/12	4/23/12	56	27.04	26.45		-0.59	-2.18	-2.18
Shimano	long	3/02/15	6/01/15	91	186.97	176.95		-10.02	-5.36	-5.36
bioMérieux	short	6/21/21	5/13/24	1057	91.82	97.00	86.64	-5.18	-5.64	-5.64
Intel	short	5/29/06	12/11/06	196	17.81	20.70	14.92	-2.89	-16.23	-16.23
Konica Minolta	short	11/02/20	4/05/21	154	2.82	5.87	0.00	-2.82	-100.00	-100.00

Annotations

3/01/24	GCX	Adtalem Global Education replaces Benesse
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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