Share-o-matic - Assessment BAX (Bayrischer Aktienindex)

Assessment - Bayrischer Aktienindex - 4/22/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	∅-RS
	L	BAX	859.349	Thu	-0.96	863.010	-0.42	720.247	142.763	19.82	6.75
		Morphosys	67.850	15:36	0.15	67.750	0.15	25.800	41.950	162.60	121.50
	L	Traton	33.900	Thu	-2.45	33.850	0.15	18.110	15.740	86.91	59.97
		Mutares	40.550	Thu	-0.25	40.400	0.37	28.450	11.950	42.00	45.75
	L	CTS Eventim	82.150	15:35	-0.36	81.250	1.11	54.300	26.950	49.63	30.40
	L	Siemens Energy	18.850	15:35	5.90	17.770	6.08	10.685	7.085	66.31	27.46
		Hensoldt	38.280	15:35	1.54	37.880	1.06	26.900	10.980	40.82	26.77
	L	Adidas	230.900	15:35	1.99	223.800	3.17	169.000	54.800	32.43	26.51
		Rational	787.000	Tue	1.16	778.000	1.16	565.000	213.000	37.70	18.18
	L	Allianz	265.500	15:39	1.07	266.700	-0.45	217.800	48.900	22.45	15.85
	L	Krones	124.000	15:35	1.81	123.200	0.65	91.250	31.950	35.01	15.24
		KATEK	15.050	Thu	-0.66	15.050		10.250	4.800	46.83	14.69
		Siemens	177.620	15:37	2.26	174.020	2.07	127.700	46.320	36.27	14.15
	L	Medigene	1.595	Thu	0.31	1.920	-16.93	1.560	0.360	23.08	13.70
		Münchener Rück	413.500	15:35	1.30	418.500	-1.19	372.100	46.400	12.47	12.78
		Nemetschek	82.800	15:35	1.91	80.550	2.79	62.720	17.830	28.43	11.85
	L	Pro7-Sat1	7.485	Thu	-2.54	7.385	1.35	5.372	2.013	37.47	10.75
		Atoss	245.500	Thu	2.51	240.000	2.29	207.000	33.000	15.94	10.46
	L	Schaeffler	6.255	Thu	-0.71	6.215	0.64	5.160	1.055	20.45	9.06
		Scout24	69.000	15:35	0.66	67.800	1.77	59.360	8.440	14.22	8.26
	L	Cancom	29.080	Thu	-3.90	29.160	-0.27	24.440	4.720	19.31	7.61
	L	WashTec	37.000	Thu	-1.07	37.300	-0.80	31.200	6.100	19.55	7.58
		MTU Aero Engines	223.400	15:41	1.50	217.400	2.76	166.300	51.100	30.73	5.88
	L	Stemmer Imaging	33.600	Thu	-0.88	34.300	-2.04	24.700	9.600	38.87	5.19
		Synlab	10.500	Thu	-0.38	10.560	-0.57	9.930	0.630	6.34	4.69
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	∅-RS
	L	Steico	34.300	Thu	1.18	32.100	6.85	22.750	9.350	41.10	4.58
	L	BMW	106.400	15:37	1.29	105.850	0.52	93.310	12.540	13.44	4.51
		Siemens Healthineers	52.940	15:35	1.22	51.460	2.88	46.970	4.490	9.56	0.35
	L	Adtran Networks	19.940	Thu	0.10	19.900	0.20	19.940	-0.040	-0.20	-0.32
	S	Siltronic	76.050	15:35	-0.91	76.800	-0.98	79.400	-2.600	-3.27	-2.55
	L	Patrizia Immobilien	7.860	Thu	0.13	8.090	-2.84	7.150	0.940	13.15	-2.89
	L	Koenig & Bauer	12.520	Thu	-1.42	12.680	-1.26	12.040	0.640	5.32	-4.80
		Sixt	89.750	15:35	1.70	90.100	-0.39	87.950	2.150	2.44	-6.66
	L	Wacker Chemie	100.300	15:35	-1.52	110.150	-8.94	111.650	-1.500	-1.34	-7.17
	L	SFC Energy	18.420	Thu	-1.50	18.600	-0.97	17.080	1.520	8.90	-7.71
	L	Wacker Neuson	16.600	Thu	-2.24	17.160	-3.26	17.400	-0.240	-1.38	-9.81
	S	7C Solarparken	3.135	Thu	0.64	3.090	1.46	3.235	-0.145	-4.48	-10.59
	S	Infineon	33.030	15:35	1.44	29.805	10.82	29.080	0.725	2.49	-11.57
		Knaus Tabbert	42.200	Thu	-0.24	41.000	2.93	43.550	-2.550	-5.86	-12.22
		Puma	43.710	15:35	3.82	42.710	2.34	50.820	-8.110	-15.96	-14.77
	S	Vitesco Technologies	66.800	Thu	0.38	64.600	3.41	92.150	-27.550	-29.90	-15.04
		AUTO1	4.632	Thu	-1.95	4.854	-4.57	5.696	-0.842	-14.78	-16.55
	S	Dermapharm	31.050	Thu	-1.43	32.700	-5.05	38.000	-5.300	-13.95	-19.77
		Deutsche Pfandbrief	4.464	Thu	-2.96	4.586	-2.66	5.965	-1.379	-23.12	-24.13
		Umweltbank	6.420	Thu	-1.83	6.380	0.63	7.580	-1.200	-15.83	-25.27
	S	BayWa	22.250	Thu	-2.63	22.750	-2.20	31.100	-8.350	-26.85	-28.80
BAX - 45 out of 45 instruments rated - 4/22/24 / 10/23/23 - 32 did rise, Market-Ratio(26) = 71.11 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

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

Transactions Bayrischer Aktienindex * 26 - 60/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/28/06	238		- cash -
short	8/28/06	11/13/06	77		KUKA	100	709	14.092	17.029	11.155	-2.937	-21	7,918	-67
long	11/13/06	11/26/07	378		Wirecard	100	1,581	5.008	8.328		3.320	66	13,167	63
short	11/26/07	4/27/09	518		Patrizia Immobilien	100	2,262	5.820	2.100	16.130	10.310	177	36,487	105
long	4/27/09	7/06/09	70		Steico	100	13,031	2.800	3.580		0.780	28	46,651	260
short	7/06/09	7/20/09	14		Grammer	100	8,885	5.250	5.360	5.140	-0.110	-2	45,674	-42
long	7/20/09	8/08/11	749		Infineon	100	15,969	2.860	5.452		2.592	91	87,066	37
short	8/08/11	2/06/12	182		Phoenix Solar	100	6,697	13.000	3.530	47.875	34.875	268	320,626	1,266
long	2/06/12	9/29/14	966		BMW	100	4,531	70.760	85.210		14.450	20	386,099	7
short	9/29/14	1/26/15	119		Phoenix Solar	100	184,471	2.093	1.920	2.282	0.189	9	420,890	30
long	1/26/15	8/24/15	210		Patrizia Immobilien	100	28,153	14.950	17.910		2.960	20	504,223	37
short	8/24/15	11/30/15	98		Grammer	100	25,452	19.810	28.390	11.230	-8.580	-43	285,845	-88
long	11/30/15	1/18/16	49		Adtran Networks	100	24,224	11.800	8.780		-3.020	-26	212,689	-89
short	1/18/16	2/22/16	35		Leoni	100	6,912	30.770	26.935	35.151	4.381	14	242,970	301
long	2/22/16	5/02/16	70		Phoenix Solar	100	55,727	4.360	4.260		-0.100	-2	237,397	-11
short	5/02/16	8/01/16	91		Leoni	100	7,584	31.300	32.625	29.975	-1.325	-4	227,349	-16
long	8/01/16	7/02/18	700		Adidas	100	1,527	148.800	183.550		34.750	23	280,412	12
short	7/02/18	4/15/19	287		Osram Licht	100	8,348	33.590	32.730	34.473	0.883	3	287,780	3
long	4/15/19	3/09/20	329		Adtran Networks	100	30,197	9.530	5.130		-4.400	-46	154,913	-50
short	3/09/20	9/07/20	182		Leoni	100	22,098	7.010	5.950	8.259	1.249	18	182,509	39
long	9/07/20	1/24/22	504		va-Q-tec	100	8,333	21.900	20.150		-1.750	-8	167,926	-6
short	1/24/22	1/16/23	357		Morphosys	100	6,598	25.450	16.550	39.136	13.686	54	258,227	55
long	1/16/23	8/28/23	224		va-Q-tec	100	10,267	25.150	25.900		0.750	3	265,927	5
short	8/28/23	2/26/24	182		Steico	100	8,834	30.100	26.600	34.061	3.961	13	300,914	28
long	2/26/24	4/26/24	60		Morphosys	100	4,622	65.100	67.850		2.750	4	313,625	29
accum	8/28/06	4/26/24	6451	days out of 6689 invested (96%)							3,036		313,625	22

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	8/08/11	2/06/12	182	13.00	3.53	47.88	34.88	268.27
	short	9/29/14	1/26/15	119	2.09	1.92	2.28	0.19	9.01
	long	2/22/16	5/02/16	70	4.36	4.26		-0.10	-2.29	292.25
Patrizia Immobilien	short	11/26/07	4/27/09	518	5.82	2.10	16.13	10.31	177.14
	long	1/26/15	8/24/15	210	14.95	17.91		2.96	19.80	232.01
Infineon	long	7/20/09	8/08/11	749	2.86	5.45		2.59	90.63	90.63
Wirecard	long	11/13/06	11/26/07	378	5.01	8.33		3.32	66.29	66.29
Morphosys	short	1/24/22	1/16/23	357	25.45	16.55	39.14	13.69	53.78
	long	2/26/24	4/26/24	60	65.10	67.85		2.75	4.22	60.27
Steico	long	4/27/09	7/06/09	70	2.80	3.58		0.78	27.86
	short	8/28/23	2/26/24	182	30.10	26.60	34.06	3.96	13.16	44.68
Leoni	short	1/18/16	2/22/16	35	30.77	26.94	35.15	4.38	14.24
	short	5/02/16	8/01/16	91	31.30	32.63	29.98	-1.33	-4.23
	short	3/09/20	9/07/20	182	7.01	5.95	8.26	1.25	17.81	28.89
Adidas	long	8/01/16	7/02/18	700	148.80	183.55		34.75	23.35	23.35
BMW	long	2/06/12	9/29/14	966	70.76	85.21		14.45	20.42	20.42
Osram Licht	short	7/02/18	4/15/19	287	33.59	32.73	34.47	0.88	2.63	2.63
va-Q-tec	long	9/07/20	1/24/22	504	21.90	20.15		-1.75	-7.99
	long	1/16/23	8/28/23	224	25.15	25.90		0.75	2.98	-5.25
KUKA	short	8/28/06	11/13/06	77	14.09	17.03	11.16	-2.94	-20.84	-20.84
Grammer	short	7/06/09	7/20/09	14	5.25	5.36	5.14	-0.11	-2.10
	short	8/24/15	11/30/15	98	19.81	28.39	11.23	-8.58	-43.31	-44.50
Adtran Networks	long	11/30/15	1/18/16	49	11.80	8.78		-3.02	-25.59
	long	4/15/19	3/09/20	329	9.53	5.13		-4.40	-46.17	-59.95

Annotations

6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
7/16/18	Cancom	stock split 1:2 (another one for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
3/20/17	BAX	GFK drops out (acquired by KKR)
12/16/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
3/10/16	WashTec	recording started (SDAX)
3/09/16	Pro7-Sat1	moves from MDAX to DAX
2/08/16	BayX40	complete analysis
12/21/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
9/04/15	Deutsche Pfandbrief	recording started (MDAX)
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/21/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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