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

Assessment - Bayrischer Aktienindex in Dollar - 1/07/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	∅-RS
		BAX	860.200	12/08/24	-0.03	903.753	-4.82	874.847	28.906	3.30	2.48
		Morphosys	72.134	2/08/24		72.509	-0.52	42.434	30.075	70.88	85.60
	L	Siemens Energy	26.011	12/08/24	0.25	25.914	0.37	14.878	11.036	74.18	72.54
		Traton	28.639	12/08/24		32.929	-13.03	24.424	8.505	34.82	33.45
		CTS Eventim	82.592	12/08/24	-0.32	83.021	-0.52	65.928	17.093	25.93	17.82
		Nemetschek	93.747	12/08/24	0.52	99.056	-5.36	91.466	7.590	8.30	22.98
	L	Münchener Rück	471.095	12/08/24	1.01	500.806	-5.93	427.800	73.006	17.07	18.69
		Adidas	227.824	12/08/24	-1.03	235.440	-3.23	192.537	42.903	22.28	16.60
		Rational	929.425	12/08/24	1.40	826.990	12.39	779.343	47.647	6.11	11.95
	L	WashTec	39.043	12/08/24	-0.27	41.939	-6.91	34.613	7.326	21.17	11.04
		Mutares	33.519	12/08/24	0.16	37.434	-10.46	39.427	-1.992	-5.05	13.97
	L	AUTO1	8.715	12/08/24	0.18	6.811	27.95	4.230	2.581	61.00	12.40
	L	Cancom	32.565	12/08/24	-0.52	35.032	-7.04	32.082	2.949	9.19	18.79
	L	Koenig & Bauer	10.265	12/08/24	-4.20	14.566	-29.53	12.547	2.019	16.09	6.25
	L	Steico	28.800	12/08/24	0.56	31.106	-7.41	32.017	-0.911	-2.85	-3.24
		MTU Aero Engines	277.380	12/08/24	0.23	253.782	9.30	239.265	14.516	6.07	14.43
		Hensoldt	37.156	12/08/24	0.99	37.756	-1.59	29.681	8.075	27.21	13.60
	L	SFC Energy	21.045	12/08/24	-0.71	21.174	-0.61	19.665	1.509	7.67	-1.95
		Krones	126.355	12/08/24	0.68	126.784	-0.34	125.798	0.985	0.78	7.34
		Synlab	11.863	12/08/24	1.10	12.013	-1.25	12.699	-0.685	-5.40	7.65
		Siemens	168.616	12/08/24	0.01	189.982	-11.25	181.007	8.976	4.96	12.73
		Allianz	274.483	12/08/24		281.563	-2.51	266.686	14.877	5.58	8.93
		Scout24	73.528	12/08/24	0.51	75.995	-3.25	73.078	2.918	3.99	8.61
	L	Infineon	32.479	12/08/24	0.36	36.861	-11.89	36.258	0.603	1.66	1.07
		Pro7-Sat1	6.243	12/08/24	0.17	7.176	-13.00	6.603	0.573	8.68	1.66
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	∅-RS
		Siemens Healthineers	53.931	12/08/24	0.08	57.750	-6.61	56.528	1.222	2.16	4.66
		Atoss	145.662	12/08/24	0.74	118.632	22.78	131.693	-13.062	-9.92	-2.75
		Stemmer Imaging	51.593	12/08/24	-0.21	37.220	38.62	35.046	2.174	6.20	9.19
		Adtran Networks	20.487	12/08/24		20.744	-1.24	21.633	-0.889	-4.11	-4.08
	L	Knaus Tabbert	34.377	12/08/24	-1.69	42.047	-18.24	44.348	-2.302	-5.19	-15.56
	S	Schaeffler	4.983	12/08/24	0.17	5.733	-13.08	6.328	-0.595	-9.40	-6.37
	L	Deutsche Pfandbrief	5.303	12/08/24	0.20	5.529	-4.09	6.155	-0.625	-10.16	-10.00
		Patrizia Immobilien	7.669	12/08/24	1.27	7.583	1.13	8.318	-0.735	-8.83	-14.41
	S	Siltronic	78.838	12/08/24	0.75	78.087	0.96	94.808	-16.722	-17.64	-9.67
	L	Dermapharm	37.703	12/08/24	0.29	38.400	-1.82	42.142	-3.742	-8.88	-8.68
	L	Puma	37.338	12/08/24	-0.29	46.863	-20.33	41.103	5.759	14.01	-12.52
		7C Solarparken	2.451	12/08/24	0.88	2.955	-17.06	3.629	-0.674	-18.57	-18.08
	S	BMW	84.716	12/08/24	-0.90	95.613	-11.40	102.661	-7.048	-6.87	-11.56
		Wacker Neuson	15.060	12/08/24	-0.28	16.197	-7.02	18.367	-2.170	-11.82	-17.85
	L	Umweltbank	6.050	12/08/24	-1.40	6.843	-11.60	8.286	-1.442	-17.41	-19.11
		Wacker Chemie	90.164	12/08/24	-0.33	109.032	-17.30	110.114	-1.082	-0.98	-11.13
	S	Vitesco Technologies	55.830	12/08/24	-0.10	64.196	-13.03	86.858	-22.662	-26.09	-22.35
	S	Medigene	1.180	12/08/24	0.46	1.196	-1.35	1.525	-0.329	-21.58	-31.96
	S	Sixt	65.162	12/08/24	-2.49	71.222	-8.51	99.730	-28.508	-28.59	-27.53
	S	BayWa	14.802	12/08/24	0.44	21.560	-31.34	32.937	-11.377	-34.54	-31.14
BAX - 44 out of 43 instruments rated - 1/07/24 / 29/01/24 - 24 did rise, Market-Ratio(22) in USD = 54.55 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 22 - B/S = 57/57

3/01/22	scale up chart	1/07/24

Transactions Bayrischer Aktienindex in Dollar * L22 - 57 ex 6 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	22/05/06	140		WashTec	100	788	12.676	17.798	5.122	40	14,036	142
22/05/06		29/05/06	7		- cash -
	29/05/06	12/06/06	14		Sixt	100	468	29.936	25.120	-4.816	-16	11,782	-99
12/06/06		19/06/06	7		- cash -
	19/06/06	3/07/06	14		Sixt	100	436	27.022	29.867	2.845	11	13,023	1,259
3/07/06		23/10/06	112		- cash -
	23/10/06	26/02/07	126		Sixt	100	519	25.085	32.358	7.273	29	16,797	109
	26/02/07	30/07/07	154		MTU Aero Engines	100	304	55.104	66.184	11.080	20	20,166	54
30/07/07		20/04/09	630		- cash -
	20/04/09	8/06/09	49		Steico	100	5,367	3.757	5.936	2.179	58	31,863	2,920
8/06/09		15/06/09	7		- cash -
	15/06/09	30/08/10	441		Pro7-Sat1	100	5,387	5.915	18.430	12.515	212	99,281	156
30/08/10		20/09/10	21		- cash -
	20/09/10	27/09/10	7		Pro7-Sat1	100	4,462	22.245	23.299	1.054	5	103,982	1,016
27/09/10		11/10/10	14		- cash -
	11/10/10	28/03/11	168		Pro7-Sat1	100	4,120	25.235	27.852	2.617	10	114,765	24
	28/03/11	20/06/11	84		Patrizia Immobilien	100	16,432	6.984	7.253	0.268	4	119,176	18
20/06/11		9/01/12	203		- cash -
	9/01/12	19/03/12	70		Adidas	100	1,771	67.262	77.778	10.516	16	137,799	113
	19/03/12	4/06/12	77		Adtran Networks	100	20,073	6.865	5.478	-1.387	-20	109,966	-66
	4/06/12	2/07/12	28		Cancom	100	15,655	7.024	8.536	1.512	22	133,640	1,170
2/07/12		10/09/12	70		- cash -
	10/09/12	17/09/12	7		SFC Energy	100	15,398	8.679	8.729	0.050	1	134,417	35
17/09/12		24/09/12	7		- cash -
	24/09/12	1/10/12	7		SFC Energy	100	16,542	8.125	7.521	-0.604	-7	124,423	-98
1/10/12		8/10/12	7		- cash -
	8/10/12	24/06/13	259		Morphosys	100	3,656	34.029	46.741	12.711	37	170,896	56
24/06/13		1/07/13	7		- cash -
	1/07/13	26/08/13	56		Morphosys	100	2,975	57.433	79.244	21.811	38	235,785	715
26/08/13		9/09/13	14		- cash -
	9/09/13	14/04/14	217		Morphosys	100	3,261	72.285	80.523	8.238	11	262,650	20
	14/04/14	28/07/14	105		Sixt	100	6,875	38.203	37.441	-0.762	-2	257,414	-7
28/07/14		22/12/14	147		- cash -
	22/12/14	27/07/15	217		Patrizia Immobilien	100	17,413	14.782	26.215	11.433	77	456,491	162
27/07/15		3/08/15	7		- cash -
	3/08/15	17/08/15	14		Adtran Networks	100	40,960	11.145	10.881	-0.264	-2	445,683	-46
17/08/15		26/10/15	70		- cash -
	26/10/15	21/12/15	56		Adtran Networks	100	41,229	10.810	12.311	1.501	14	507,575	133
21/12/15		28/12/15	7		- cash -
	28/12/15	11/01/16	14		Adtran Networks	100	40,773	12.449	11.033	-1.416	-11	449,843	-96
11/01/16		25/01/16	14		- cash -
	25/01/16	8/02/16	14		Koenig & Bauer	100	13,684	32.872	26.681	-6.192	-19	365,117	-100
8/02/16		29/02/16	21		- cash -
	29/02/16	28/03/16	28		WashTec	100	11,168	32.691	40.436	7.745	24	451,613	1,498
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
28/03/16		20/06/16	84		- cash -
	20/06/16	27/06/16	7		Koenig & Bauer	100	8,416	53.656	47.303	-6.352	-12	398,150	-100
27/06/16		11/07/16	14		- cash -
	11/07/16	8/08/16	28		Koenig & Bauer	100	8,220	48.436	55.025	6.589	14	452,312	427
8/08/16		10/10/16	63		- cash -
	10/10/16	17/10/16	7		Adidas	100	2,572	175.845	171.545	-4.300	-2	441,253	-72
17/10/16		28/11/16	42		- cash -
	28/11/16	5/12/16	7		Siltronic	100	11,287	39.093	44.979	5.886	15	507,686	149,841
5/12/16		12/12/16	7		- cash -
	12/12/16	5/03/18	448		Siltronic	100	11,561	43.912	148.883	104.972	239	1,721,262	170
5/03/18		12/03/18	7		- cash -
	12/03/18	26/03/18	14		SFC Energy	100	171,934	10.011	10.061	0.050	1	1,729,870	14
26/03/18		2/04/18	7		- cash -
	2/04/18	9/04/18	7		SFC Energy	100	170,252	10.161	9.858	-0.303	-3	1,678,279	-79
9/04/18		16/04/18	7		- cash -
	16/04/18	11/06/18	56		SFC Energy	100	157,683	10.643	10.374	-0.270	-3	1,635,759	-15
11/06/18		16/07/18	35		- cash -
	16/07/18	23/07/18	7		Nemetschek	100	36,793	44.457	44.873	0.416	1	1,651,058	62
23/07/18		6/08/18	14		- cash -
	6/08/18	13/08/18	7		Nemetschek	100	34,680	47.608	48.336	0.728	2	1,676,296	121
13/08/18		27/08/18	14		- cash -
	27/08/18	3/09/18	7		Nemetschek	100	30,598	54.783	55.278	0.495	1	1,691,436	60
3/09/18		18/03/19	196		- cash -
	18/03/19	25/03/19	7		Adtran Networks	100	172,208	9.822	10.115	0.293	3	1,741,961	364
25/03/19		1/04/19	7		- cash -
	1/04/19	29/04/19	28		Adtran Networks	100	167,437	10.404	8.443	-1.960	-19	1,413,733	-93
	29/04/19	10/06/19	42		Nemetschek	100	24,357	58.041	52.286	-5.755	-10	1,273,561	-60
	10/06/19	5/08/19	56		Atoss	100	32,500	39.186	36.402	-2.784	-7	1,183,085	-38
5/08/19		4/11/19	91		- cash -
	4/11/19	16/12/19	42		CTS Eventim	100	19,568	60.459	61.594	1.135	2	1,205,304	18
	16/12/19	27/01/20	42		Schaeffler	100	106,780	11.288	9.927	-1.360	-12	1,060,041	-67
	27/01/20	24/02/20	28		Nemetschek	100	14,970	70.807	66.218	-4.589	-6	991,348	-58
	24/02/20	2/03/20	7		Atoss	100	20,755	47.764	44.105	-3.659	-8	915,400	-98
2/03/20		10/08/20	161		- cash -
	10/08/20	2/11/20	84		Steico	100	19,615	46.667	54.431	7.764	17	1,067,688	95
2/11/20		16/11/20	14		- cash -
	16/11/20	19/07/21	245		Steico	100	18,582	57.457	124.882	67.425	117	2,320,572	218
19/07/21		26/07/21	7		- cash -
	26/07/21	20/09/21	56		Steico	100	17,886	129.741	125.938	-3.802	-3	2,252,561	-18
20/09/21		27/09/21	7		- cash -
	27/09/21	4/10/21	7		Steico	100	17,276	130.384	122.734	-7.650	-6	2,120,399	-96
4/10/21		25/10/21	21		- cash -
	25/10/21	29/11/21	35		Nemetschek	100	18,073	117.323	121.210	3.887	3	2,190,646	40
29/11/21		27/12/21	28		- cash -
	27/12/21	10/01/22	14		Nemetschek	100	17,232	127.125	100.804	-26.321	-21	1,737,087	-100
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
10/01/22		5/12/22	329		- cash -
	5/12/22	12/12/22	7		Adtran Networks	100	78,797	22.045	22.445	0.400	2	1,768,582	155
12/12/22		23/01/23	42		- cash -
	23/01/23	17/04/23	84		Vitesco Technologies	100	26,925	65.685	70.906	5.221	8	1,909,154	39
	17/04/23	8/05/23	21		Hensoldt	100	47,253	40.402	34.802	-5.600	-14	1,644,518	-93
	8/05/23	19/06/23	42		Knaus Tabbert	100	29,804	55.176	58.200	3.024	5	1,734,653	59
19/06/23		19/02/24	245		- cash -
	19/02/24	3/06/24	105		Morphosys	100	24,576	70.583	74.620	4.037	6	1,833,865	21
3/06/24		10/06/24	7		- cash -
	10/06/24	1/07/24	21		Morphosys	100	25,094	73.079	72.509	-0.570	-1	1,819,567	-13
accum	2/01/06	1/07/24	4614	days out of 7435 invested (62%)						18,096		1,819,567	51

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Siltronic	long	28/11/16	5/12/16	7	39.09	44.98	5.89	15.06
		12/12/16	5/03/18	448	43.91	148.88	104.97	239.05	290.10
Steico		20/04/09	8/06/09	49	3.76	5.94	2.18	58.01
		10/08/20	2/11/20	84	46.67	54.43	7.76	16.64
		16/11/20	19/07/21	245	57.46	124.88	67.42	117.35
		26/07/21	20/09/21	56	129.74	125.94	-3.80	-2.93
		27/09/21	4/10/21	7	130.38	122.73	-7.65	-5.87	266.01
Pro7-Sat1		15/06/09	30/08/10	441	5.91	18.43	12.52	211.59
		20/09/10	27/09/10	7	22.25	23.30	1.05	4.74
		11/10/10	28/03/11	168	25.24	27.85	2.62	10.37	260.19
Morphosys		8/10/12	24/06/13	259	34.03	46.74	12.71	37.35
		1/07/13	26/08/13	56	57.43	79.24	21.81	37.98
		9/09/13	14/04/14	217	72.28	80.52	8.24	11.40
		19/02/24	3/06/24	105	70.58	74.62	4.04	5.72
		10/06/24	1/07/24	21	73.08	72.51	-0.57	-0.78	121.45
Patrizia Immobilien		28/03/11	20/06/11	84	6.98	7.25	0.27	3.84
		22/12/14	27/07/15	217	14.78	26.22	11.43	77.34	84.16
WashTec		2/01/06	22/05/06	140	12.68	17.80	5.12	40.41
		29/02/16	28/03/16	28	32.69	40.44	7.74	23.69	73.67
Cancom		4/06/12	2/07/12	28	7.02	8.54	1.51	21.53	21.53
MTU Aero Engines		26/02/07	30/07/07	154	55.10	66.18	11.08	20.11	20.11
Sixt		29/05/06	12/06/06	14	29.94	25.12	-4.82	-16.09
		19/06/06	3/07/06	14	27.02	29.87	2.84	10.53
		23/10/06	26/02/07	126	25.08	32.36	7.27	29.00
		14/04/14	28/07/14	105	38.20	37.44	-0.76	-1.99	17.25
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Adidas		9/01/12	19/03/12	70	67.26	77.78	10.52	15.63
		10/10/16	17/10/16	7	175.84	171.55	-4.30	-2.45	12.81
Vitesco Technologies		23/01/23	17/04/23	84	65.68	70.91	5.22	7.95	7.95
Knaus Tabbert		8/05/23	19/06/23	42	55.18	58.20	3.02	5.48	5.48
CTS Eventim		4/11/19	16/12/19	42	60.46	61.59	1.14	1.88	1.88
SFC Energy		10/09/12	17/09/12	7	8.68	8.73	0.05	0.58
		24/09/12	1/10/12	7	8.13	7.52	-0.60	-7.44
		12/03/18	26/03/18	14	10.01	10.06	0.05	0.50
		2/04/18	9/04/18	7	10.16	9.86	-0.30	-2.98
		16/04/18	11/06/18	56	10.64	10.37	-0.27	-2.53	-11.52
Schaeffler		16/12/19	27/01/20	42	11.29	9.93	-1.36	-12.05	-12.05
Hensoldt		17/04/23	8/05/23	21	40.40	34.80	-5.60	-13.86	-13.86
Atoss		10/06/19	5/08/19	56	39.19	36.40	-2.78	-7.10
		24/02/20	2/03/20	7	47.76	44.10	-3.66	-7.66	-14.22
Koenig & Bauer		25/01/16	8/02/16	14	32.87	26.68	-6.19	-18.84
		20/06/16	27/06/16	7	53.66	47.30	-6.35	-11.84
		11/07/16	8/08/16	28	48.44	55.03	6.59	13.60	-18.71
Nemetschek		16/07/18	23/07/18	7	44.46	44.87	0.42	0.94
		6/08/18	13/08/18	7	47.61	48.34	0.73	1.53
		27/08/18	3/09/18	7	54.78	55.28	0.49	0.90
		29/04/19	10/06/19	42	58.04	52.29	-5.75	-9.92
		27/01/20	24/02/20	28	70.81	66.22	-4.59	-6.48
		25/10/21	29/11/21	35	117.32	121.21	3.89	3.31
		27/12/21	10/01/22	14	127.12	100.80	-26.32	-20.70	-28.63
Adtran Networks		19/03/12	4/06/12	77	6.86	5.48	-1.39	-20.20
		3/08/15	17/08/15	14	11.14	10.88	-0.26	-2.37
		26/10/15	21/12/15	56	10.81	12.31	1.50	13.89
		28/12/15	11/01/16	14	12.45	11.03	-1.42	-11.37
		18/03/19	25/03/19	7	9.82	10.12	0.29	2.99
		1/04/19	29/04/19	28	10.40	8.44	-1.96	-18.84
		5/12/22	12/12/22	7	22.04	22.44	0.40	1.81	-33.08

Annotations

12/08/24	Morphosys	acquired by Novartis
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


	is taking down something concerning