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

Assessment - Bayrischer Aktienindex in Euro - 13/03/23 - RS = 26

		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
	L	BAX	799.287	Mon	0.88	803.753	-0.56	752.834	50.919	6.76	1.68
		va-Q-tec	21.800	Mon		24.300	-10.29	12.420	11.880	95.65	58.51
		Hensoldt	32.600	Mon	-1.21	33.800	-3.55	21.350	12.450	58.31	42.26
	L	Stemmer Imaging	43.900	Mon	0.23	43.800	0.23	30.500	13.300	43.61	40.09
	L	Infineon	34.465	Mon	-0.01	34.085	1.11	25.930	8.155	31.45	23.57
		Vitesco Technologies	61.850	Mon	3.95	59.000	4.83	51.550	7.450	14.45	22.58
		Münchener Rück	311.500	Mon	3.90	313.400	-0.61	265.300	48.100	18.13	22.27
	L	Knaus Tabbert	39.600	Mon	0.25	39.600		32.100	7.500	23.36	22.18
		Adva	21.760	Mon	-0.55	22.500	-3.29	19.080	3.420	17.92	21.76
		Krones	105.700	Mon	1.83	107.200	-1.40	85.300	21.900	25.67	20.60
	L	Siemens Energy	18.990	Mon	3.60	19.140	-0.78	14.410	4.730	32.82	20.57
	L	Siemens	138.820	Mon	1.06	140.960	-1.52	107.580	33.380	31.03	19.81
	L	BMW	95.610	Mon	0.80	94.640	1.02	75.780	18.860	24.89	17.59
	L	Koenig & Bauer	17.560	Mon	3.54	17.920	-2.01	12.040	5.880	48.84	16.58
		MTU Aero Engines	222.100	Mon	1.18	219.400	1.23	174.950	44.450	25.41	15.18
	L	Traton	17.010	Mon	1.13	17.070	-0.35	14.330	2.740	19.12	14.25
	L	Sixt	118.200	Mon	0.68	119.300	-0.92	102.600	16.700	16.28	12.86
	L	Telefonica D	2.916	Mon	1.50	2.867	1.71	2.524	0.343	13.59	12.65
		Schaeffler	6.315	Mon	1.20	6.425	-1.71	5.305	1.120	21.11	11.83
	L	Atoss	157.200	Mon		157.800	-0.38	131.000	26.800	20.46	10.75
		Allianz	202.400	Mon	1.17	210.850	-4.01	176.400	34.450	19.53	8.90
	L	Wacker Chemie	142.450	Mon	-0.35	145.650	-2.20	152.300	-6.650	-4.37	5.97
	L	Wacker Neuson	18.520	Mon	2.26	18.570	-0.27	16.440	2.130	12.96	5.01
		CTS Eventim	58.400	Mon	0.69	58.700	-0.51	53.850	4.850	9.01	3.71
	L	Deutsche Pfandbrief	8.915	Mon	0.73	9.075	-1.76	8.575	0.500	5.83	3.35
		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
		Mutares	18.100	Mon	1.91	19.160	-5.53	16.320	2.840	17.40	2.38
	L	Pro7-Sat1	8.874	Mon	1.30	8.898	-0.27	7.854	1.044	13.29	1.01
	L	Cancom	32.420	Mon	-1.10	32.560	-0.43	29.780	2.780	9.34	0.06
		Rational	588.000	Mon	0.94	574.500	2.35	497.000	77.500	15.59	-0.75
	L	Siemens Healthineers	50.700	Mon	-0.67	48.940	3.60	50.000	-1.060	-2.12	-1.61
	L	Adidas	141.660	Mon	0.44	145.920	-2.92	149.220	-3.300	-2.21	-2.31
	L	Scout24	51.620	Mon	-0.85	52.240	-1.19	59.480	-7.240	-12.17	-2.89
	S	SFC Energy	21.150	Mon	-0.70	21.700	-2.53	22.650	-0.950	-4.19	-3.87
	L	WashTec	39.400	Mon	2.87	38.550	2.20	40.000	-1.450	-3.63	-4.03
	L	Suse	16.900	Mon	-2.03	19.230	-12.12	20.700	-1.470	-7.10	-4.47
	L	Patrizia Immobilien	10.340	Mon	1.57	10.740	-3.72	12.720	-1.980	-15.57	-5.96
	L	Nemetschek	54.500	Mon	-0.18	52.520	3.77	58.360	-5.840	-10.01	-7.95
	S	BayWa	41.300	Mon	1.23	40.200	2.74	44.250	-4.050	-9.15	-7.96
		Siltronic	68.400	Mon	0.29	67.400	1.48	70.850	-3.450	-4.87	-10.50
		Puma	52.020	Mon	2.44	52.580	-1.07	62.480	-9.900	-15.85	-12.42
	L	Dermapharm	37.480	Mon	0.75	38.260	-2.04	44.920	-6.660	-14.83	-14.59
	L	Steico	52.600	Mon	-0.57	51.100	2.94	67.800	-16.700	-24.63	-15.89
	S	AUTO1	6.585	Mon	-2.15	7.085	-7.06	10.660	-3.575	-33.54	-16.66
	S	7C Solarparken	3.770	Mon	-0.26	3.835	-1.69	5.350	-1.515	-28.32	-16.70
	S	Medigene	1.990	Mon	0.25	1.955	1.79	2.290	-0.335	-14.63	-17.86
		Umweltbank	11.850	Mon	-0.42	11.450	3.49	13.200	-1.750	-13.26	-19.54
	S	KATEK	14.550	Mon	8.18	13.000	11.92	16.850	-3.850	-22.85	-21.74
		Morphosys	14.250	Mon	1.71	14.570	-2.20	19.685	-5.115	-25.98	-22.12
		Synlab	9.430	Mon	-1.15	9.470	-0.42	15.160	-5.690	-37.53	-28.98
	S	Leoni	3.050	Mon	1.53	2.900	5.17	7.440	-4.540	-61.02	-54.49
BAX - 49 out of 49 instruments rated - 13/03/23 / 12/09/22 - 27 did rise, Market-Ratio(26) in EUR = 55.10 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

7/01/19	scale up chart	13/03/23

Transactions Bayrischer Aktienindex in Euro * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		28/08/06	238		- cash -
short	28/08/06	13/11/06	77		KUKA	50	354	14.092	17.029	11.155	-2.937	-21	8,960	-67
					Phoenix Solar	50	306	16.370	14.720	18.205	1.835	11	9,522	65
100							-5						-21
long	13/11/06	26/11/07	378		Wirecard	50	950	5.008	8.328		3.320	66	12,676	63
					Schaltbau	50	482	9.883	12.833		2.950	30	14,098	29
100							48						46
short	26/11/07	27/04/09	518		SFC Energy	50	477	14.750	6.060	35.901	21.151	143	24,187	87
					Patrizia Immobilien	50	1,213	5.820	2.100	16.130	10.310	177	36,693	105
100							160						96
long	27/04/09	6/07/09	70		Infineon	50	11,275	1.627	2.193		0.566	35	43,077	374
					Steico	50	6,552	2.800	3.580		0.780	28	48,187	260
100							31						314
short	6/07/09	20/07/09	14		KUKA	50	2,372	10.156	10.334	9.978	-0.178	-2	47,765	-37
					Grammer	50	4,589	5.250	5.360	5.140	-0.110	-2	47,260	-42
100							-2						-40
long	20/07/09	8/08/11	749		Infineon	50	8,262	2.860	5.452		2.592	91	68,675	37
					Steico	50	5,907	4.000	8.680		4.680	117	96,320	46
100							104						41
short	8/08/11	6/02/12	182		Phoenix Solar	50	3,704	13.000	3.530	47.875	34.875	268	225,498	1,266
					Adva	50	13,018	3.700	4.140	3.260	-0.440	-12	219,770	-22
100							128						423
long	6/02/12	29/09/14	966		BMW	50	1,552	70.760	85.210		14.450	20	242,197	7
					Wacker Neuson	50	8,761	12.550	15.230		2.680	21	265,676	8
100							21						7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	29/09/14	26/01/15	119		Osram Licht	50	4,480	29.645	41.045	18.245	-11.400	-38	214,604	-77
					Phoenix Solar	50	63,481	2.093	1.920	2.282	0.189	9	226,577	30
100							-15						-39
long	26/01/15	24/08/15	210		KUKA	50	1,832	61.830	64.200		2.370	4	230,919	7
					Patrizia Immobilien	50	7,578	14.950	17.910		2.960	20	253,350	37
100							12						21
short	24/08/15	30/11/15	98		Grammer	50	6,394	19.810	28.390	11.230	-8.580	-43	198,489	-88
					Wacker Neuson	50	9,113	13.900	13.585	14.222	0.322	2	201,426	9
100							-20						-57
long	30/11/15	18/01/16	49		Adva	50	8,535	11.800	8.780		-3.020	-26	175,650	-89
					Koenig & Bauer	50	3,122	32.250	28.365		-3.885	-12	163,522	-62
100							-19						-79
short	18/01/16	22/02/16	35		Leoni	50	2,657	30.770	26.935	35.151	4.381	14	175,162	301
					Morphosys	50	1,971	41.475	38.060	45.196	3.721	9	182,497	145
100							12						214
long	22/02/16	2/05/16	70		Phoenix Solar	50	20,928	4.360	4.260		-0.100	-2	180,404	-11
					Cancom	50	3,859	23.645	22.505		-1.140	-5	176,005	-23
100							-4						-17
short	2/05/16	1/08/16	91		Leoni	50	2,811	31.300	32.625	29.975	-1.325	-4	172,280	-16
					Morphosys	50	2,012	43.730	39.735	48.127	4.397	10	181,126	47
100							3						12
long	1/08/16	2/07/18	700		Adidas	50	608	148.800	183.550		34.750	23	202,254	12
					Koenig & Bauer	50	1,830	49.515	61.550		12.035	24	224,278	12
100							24						12
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	2/07/18	15/04/19	287		Osram Licht	50	3,338	33.590	32.730	34.473	0.883	3	227,224	3
					Adler Modemärkte	50	32,228	3.480	3.280	3.692	0.212	6	234,063	8
100							4						6
long	15/04/19	9/03/20	329		Adva	50	12,280	9.530	5.130		-4.400	-46	180,031	-50
					Nemetschek	50	2,293	51.033	51.050		0.017	0	180,069	0
100							-23						-25
short	9/03/20	7/09/20	182		Leoni	50	12,843	7.010	5.950	8.259	1.249	18	196,108	39
					Koenig & Bauer	50	4,764	18.900	18.780	19.021	0.121	1	196,683	1
100							9						19
long	7/09/20	24/01/22	504		Süss Microtec	50	6,295	15.620	18.600		2.980	19	215,442	13
					va-Q-tec	50	4,491	21.900	20.150		-1.750	-8	207,583	-6
100							6						4
short	24/01/22	16/01/23	357		Morphosys	50	4,078	25.450	16.550	39.136	13.686	54	263,395	55
					Westwing	50	5,369	19.330	10.300	36.277	16.947	88	354,381	90
100							71						73
long	16/01/23	20/03/23	63		Vitesco Technologies	50	2,775	63.850	61.850		-2.000	-3	348,831	-17
					va-Q-tec	50	7,045	25.150	21.800		-3.350	-13	325,231	-56
100							-8						-39
accum	28/08/06	20/03/23	6049	days out of 6287 invested (96%)							3,152		325,231	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Phoenix Solar	short	28/08/06	13/11/06	77	16.37	14.72	18.21	1.84	11.21	50	5.60
	short	8/08/11	6/02/12	182	13.00	3.53	47.88	34.88	268.27		134.14
	short	29/09/14	26/01/15	119	2.09	1.92	2.28	0.19	9.01		4.51
	long	22/02/16	2/05/16	70	4.36	4.26		-0.10	-2.29		-1.15	155.44
Patrizia Immobilien	short	26/11/07	27/04/09	518	5.82	2.10	16.13	10.31	177.14		88.57
	long	26/01/15	24/08/15	210	14.95	17.91		2.96	19.80		9.90	107.24
Steico	long	27/04/09	6/07/09	70	2.80	3.58		0.78	27.86		13.93
	long	20/07/09	8/08/11	749	4.00	8.68		4.68	117.00		58.50	80.58
SFC Energy	short	26/11/07	27/04/09	518	14.75	6.06	35.90	21.15	143.40		71.70	71.70
Infineon	long	27/04/09	6/07/09	70	1.63	2.19		0.57	34.80		17.40
	long	20/07/09	8/08/11	749	2.86	5.45		2.59	90.63		45.31	70.60
Westwing	short	24/01/22	16/01/23	357	19.33	10.30	36.28	16.95	87.67		43.83	43.83
Morphosys	short	18/01/16	22/02/16	35	41.48	38.06	45.20	3.72	8.97		4.49
	short	2/05/16	1/08/16	91	43.73	39.74	48.13	4.40	10.05		5.03
	short	24/01/22	16/01/23	357	25.45	16.55	39.14	13.69	53.78		26.89	39.25
Wirecard	long	13/11/06	26/11/07	378	5.01	8.33		3.32	66.29		33.15	33.15
Schaltbau	long	13/11/06	26/11/07	378	9.88	12.83		2.95	29.85		14.92	14.92
Leoni	short	18/01/16	22/02/16	35	30.77	26.94	35.15	4.38	14.24		7.12
	short	2/05/16	1/08/16	91	31.30	32.63	29.98	-1.33	-4.23		-2.12
	short	9/03/20	7/09/20	182	7.01	5.95	8.26	1.25	17.81		8.91	14.19
Wacker Neuson	long	6/02/12	29/09/14	966	12.55	15.23		2.68	21.35		10.68
	short	24/08/15	30/11/15	98	13.90	13.59	14.22	0.32	2.32		1.16	11.96
Adidas	long	1/08/16	2/07/18	700	148.80	183.55		34.75	23.35		11.68	11.68
BMW	long	6/02/12	29/09/14	966	70.76	85.21		14.45	20.42		10.21	10.21
Süss Microtec	long	7/09/20	24/01/22	504	15.62	18.60		2.98	19.08		9.54	9.54
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Koenig & Bauer	long	30/11/15	18/01/16	49	32.25	28.37		-3.89	-12.05		-6.02
	long	1/08/16	2/07/18	700	49.52	61.55		12.04	24.31		12.15
	short	9/03/20	7/09/20	182	18.90	18.78	19.02	0.12	0.64		0.32	5.73
Adler Modemärkte	short	2/07/18	15/04/19	287	3.48	3.28	3.69	0.21	6.10		3.05	3.05
Nemetschek	long	15/04/19	9/03/20	329	51.03	51.05		0.02	0.03		0.02	0.02
Vitesco Technologies	long	16/01/23	20/03/23	63	63.85	61.85		-2.00	-3.13		-1.57	-1.57
Cancom	long	22/02/16	2/05/16	70	23.65	22.51		-1.14	-4.82		-2.41	-2.41
KUKA	short	28/08/06	13/11/06	77	14.09	17.03	11.16	-2.94	-20.84		-10.42
	short	6/07/09	20/07/09	14	10.16	10.33	9.98	-0.18	-1.75		-0.88
	long	26/01/15	24/08/15	210	61.83	64.20		2.37	3.83		1.92	-9.50
va-Q-tec	long	7/09/20	24/01/22	504	21.90	20.15		-1.75	-7.99		-4.00
	long	16/01/23	20/03/23	63	25.15	21.80		-3.35	-13.32		-6.66	-10.39
Osram Licht	short	29/09/14	26/01/15	119	29.65	41.05	18.25	-11.40	-38.46		-19.23
	short	2/07/18	15/04/19	287	33.59	32.73	34.47	0.88	2.63		1.31	-18.17
Grammer	short	6/07/09	20/07/09	14	5.25	5.36	5.14	-0.11	-2.10		-1.05
	short	24/08/15	30/11/15	98	19.81	28.39	11.23	-8.58	-43.31		-21.66	-22.48
Adva	short	8/08/11	6/02/12	182	3.70	4.14	3.26	-0.44	-11.89		-5.95
	long	30/11/15	18/01/16	49	11.80	8.78		-3.02	-25.59		-12.80
	long	15/04/19	9/03/20	329	9.53	5.13		-4.40	-46.17		-23.08	-36.92

Annotations

28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
16/07/18	Cancom	stock split 1:2 (another one for one)
18/09/17	Umweltbank	stock split 1:5 (five for one)
20/03/17	BAX	GFK drops out (acquired by KKR)
16/12/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
4/06/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
10/03/16	WashTec	recording started (SDAX)
9/03/16	Pro7-Sat1	moves from MDAX to DAX
8/02/16	BayX40	complete analysis
21/12/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
4/09/15	Deutsche Pfandbrief	recording started (MDAX)
30/06/15	Nemetschek	stock split 1:4 (four for one)
21/06/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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