Assessment - Mid-Cap-DAX in Swiss Franc - 1/07/24 - RS = 40
⇐
⇓ instrument
freshest
⇓ Δday
1/07/24
⇓ Δwk
25/09/23
prc diff
⇓ Δ40
∅-RS
MDAX
23,410.198
12/08/24
-0.40
24,468.425
-4.32
25,232.599
-764.174
-3.03
-3.68
Morphosys
65.182
2/08/24
65.521
-0.52
27.038
38.483
142.33
89.39
L
Bilfinger
46.766
12/08/24
1.15
47.929
-2.43
30.341
17.588
57.97
33.76
Ströer Media
56.168
12/08/24
0.09
58.155
-3.42
41.543
16.612
39.99
20.55
CTS Eventim
74.632
12/08/24
-0.32
75.020
-0.52
51.566
23.454
45.48
20.12
Nemetschek
84.712
12/08/24
0.52
89.510
-5.36
54.637
34.873
63.83
25.28
Encavis
16.477
12/08/24
16.380
0.59
12.322
4.059
32.94
20.44
TAG Immobilien
13.676
12/08/24
-1.33
13.298
2.84
10.386
2.912
28.04
21.72
Talanx
64.455
12/08/24
1.92
72.742
-11.39
56.201
16.541
29.43
18.80
Knorr-Bremse
68.623
12/08/24
1.36
68.671
-0.07
56.298
12.373
21.98
15.22
Nordex
12.736
12/08/24
-2.81
11.156
14.16
11.235
-0.079
-0.71
3.72
Fuchs
37.142
12/08/24
-0.62
41.019
-9.45
33.682
7.336
21.78
7.62
Hella
83.646
12/08/24
0.23
83.259
0.47
64.023
19.235
30.04
12.67
Hensoldt
33.575
12/08/24
0.99
34.118
-1.59
26.710
7.407
27.73
15.94
LEG Immobilien
80.932
12/08/24
-2.36
73.760
9.72
66.244
7.516
11.35
11.33
Krones
114.178
12/08/24
0.68
114.565
-0.34
91.303
23.262
25.48
9.37
Aroundtown
1.971
12/08/24
-0.54
1.887
4.47
1.893
-0.006
-0.29
9.36
Scout24
66.442
12/08/24
0.51
68.671
-3.25
64.158
4.513
7.03
10.69
Kion Group
32.664
12/08/24
2.09
37.975
-13.99
34.493
3.482
10.09
2.69
Evonik Industries
17.529
12/08/24
-0.14
18.304
-4.24
16.918
1.386
8.19
6.33
Freenet
24.251
12/08/24
1.46
24.367
-0.48
21.051
3.316
15.75
5.13
United Internet
16.526
12/08/24
0.89
19.695
-16.09
19.168
0.527
2.75
5.30
Jenoptik
27.546
12/08/24
3.42
25.879
6.44
23.041
2.838
12.32
1.11
Hochtief
101.093
12/08/24
-1.23
103.516
-2.34
91.400
12.116
13.26
11.10
GEA Group
39.041
12/08/24
0.55
38.053
2.60
34.011
4.042
11.89
9.02
⇓ instrument
freshest
⇓ Δday
1/07/24
⇓ Δwk
25/09/23
prc diff
⇓ Δ40
∅-RS
Jungheinrich
27.158
12/08/24
-0.85
29.872
-9.09
27.908
1.965
7.04
-0.65
L
Aurubis
62.420
12/08/24
1.02
75.165
-16.96
66.418
8.747
13.17
9.42
S
Bechtle
37.762
12/08/24
-1.86
40.069
-5.76
43.397
-3.328
-7.67
-5.99
Gerresheimer
94.308
12/08/24
-1.47
97.991
-3.76
100.429
-2.437
-2.43
2.25
L
Delivery Hero
20.219
12/08/24
-3.07
21.779
-7.17
27.937
-6.157
-22.04
-18.60
Fraport
42.880
12/08/24
-0.58
46.466
-7.72
48.457
-1.991
-4.11
-3.58
Fresenius MedCare
32.111
12/08/24
-1.31
34.777
-7.66
40.558
-5.781
-14.25
-5.92
Befesa
25.724
12/08/24
0.15
31.035
-17.11
27.367
3.669
13.41
2.66
Redcare Pharmacy
134.726
12/08/24
0.36
107.587
25.23
92.240
15.347
16.64
-5.22
S
Siltronic
71.240
12/08/24
0.75
70.561
0.96
71.266
-0.704
-0.99
-8.04
L
Puma
33.740
12/08/24
-0.29
42.347
-20.33
55.912
-13.565
-24.26
-10.88
RTL Group
27.478
12/08/24
1.25
27.672
-0.70
31.172
-3.499
-11.23
-13.22
Lanxess
21.934
12/08/24
-1.91
22.370
-1.95
23.881
-1.510
-6.33
-8.41
K+S
11.079
12/08/24
-0.52
12.203
-9.21
16.484
-4.281
-25.97
-13.28
Wacker Chemie
81.475
12/08/24
-0.33
98.524
-17.30
128.481
-29.957
-23.32
-9.47
S
Stabilus
40.272
12/08/24
-1.42
42.356
-4.92
49.731
-7.375
-14.83
-22.49
S
Deutsche Lufthansa
5.372
12/08/24
-1.21
5.579
-3.72
7.397
-1.818
-24.58
-22.60
S
TeamViewer
12.019
12/08/24
-1.27
10.449
15.03
15.195
-4.746
-31.24
-22.21
S
Sixt
58.882
12/08/24
-2.49
64.358
-8.51
83.240
-18.882
-22.68
-26.24
S
Hugo Boss
35.281
12/08/24
-3.50
40.447
-12.77
60.276
-19.830
-32.90
-29.27
thyssenkrupp
3.218
12/08/24
-1.63
3.967
-18.89
6.495
-2.528
-38.92
-28.79
S
Carl Zeiss Meditec
58.494
12/08/24
-5.33
64.213
-8.91
77.427
-13.214
-17.07
-28.55
Aixtron
17.776
12/08/24
-2.19
17.408
2.12
32.427
-15.019
-46.32
-37.76
S
SMA Solar
21.227
12/08/24
-1.26
25.666
-17.30
60.837
-35.171
-57.81
-54.02
S
Evotec
5.224
12/08/24
-2.88
8.743
-40.24
18.473
-9.730
-52.67
-39.86
⇓ instrument
freshest
⇓ Δday
1/07/24
⇓ Δwk
25/09/23
prc diff
⇓ Δ40
∅-RS
HelloFresh
5.234
12/08/24
7.14
4.662
12.27
28.641
-23.979
-83.72
-58.41
MDAX - 50 out of 49 instruments rated - 1/07/24 / 25/09/23 - 26 did rise, Market-Ratio(40) in CHF = 52.00 %
Stock Exchange Currency: EUR € Euro
Technical Chart
Transactions Mid-Cap-DAX in Swiss Franc * A40 - 67/67 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
2/01/06
17/07/06
196
- cash -
short
17/07/06
24/07/06
7
Airbus
100
316
31.576
33.849
29.302
-2.274
-7
9,282
-98
long
24/07/06
4/12/06
133
Salzgitter
100
96
95.974
149.856
53.882
56
14,454
240
short
4/12/06
18/12/06
14
Airbus
100
392
36.843
38.824
34.862
-1.981
-5
13,678
-76
long
18/12/06
13/08/07
238
Salzgitter
100
85
160.329
222.243
61.913
39
18,940
65
short
13/08/07
27/08/07
14
Deutsche Wohnen
100
739
25.612
24.568
26.701
1.089
4
19,745
196
long
27/08/07
17/09/07
21
DMG Mori
100
823
23.972
26.055
2.083
9
21,459
326
short
17/09/07
8/10/07
21
Deutsche Wohnen
100
799
26.847
30.172
23.522
-3.325
-12
18,802
-90
long
8/10/07
22/10/07
14
DMG Mori
100
560
33.544
33.379
-0.165
0
18,710
-12
short
22/10/07
27/07/09
644
Deutsche Wohnen
100
650
28.761
8.171
101.233
72.472
252
65,817
104
long
27/07/09
8/08/11
742
Aareal Bank
100
4,988
13.194
16.850
3.656
28
84,051
13
short
8/08/11
14/05/12
280
Ceconomy
100
7,985
10.526
8.767
12.638
2.112
20
100,917
27
long
14/05/12
21/05/12
7
Dürr
100
7,675
13.148
12.545
-0.603
-5
96,290
-91
short
21/05/12
28/05/12
7
Ströer Media
100
10,092
9.540
9.610
9.471
-0.069
-1
95,591
-32
long
28/05/12
4/06/12
7
Rhön-Klinikum
100
3,618
26.420
26.549
0.128
0
96,055
29
short
4/06/12
18/06/12
14
Ströer Media
100
9,547
10.061
10.265
9.856
-0.205
-2
94,102
-41
long
18/06/12
25/06/12
7
Dürr
100
6,922
13.595
13.923
0.328
2
96,373
247
short
25/06/12
2/07/12
7
Ströer Media
100
9,980
9.656
9.719
9.594
-0.062
-1
95,754
-29
long
2/07/12
23/07/12
21
Dürr
100
6,394
14.974
16.027
1.053
7
102,487
226
short
23/07/12
6/08/12
14
Ströer Media
100
10,765
9.520
8.508
10.653
1.133
12
114,682
1,775
long
6/08/12
29/10/12
84
Dürr
100
6,896
16.629
17.889
1.260
8
123,371
37
short
29/10/12
14/01/13
77
Ströer Media
100
15,384
8.019
8.412
7.626
-0.393
-5
117,330
-21
long
14/01/13
24/06/13
161
KUKA
100
3,415
34.355
39.018
4.663
14
133,254
33
short
24/06/13
1/07/13
7
Salzgitter
100
4,277
31.152
31.148
31.155
0.004
0
133,269
1
long
1/07/13
28/07/14
392
Dürr
100
4,517
29.498
36.878
7.381
25
166,607
23
short
28/07/14
2/02/15
189
Südzucker
100
9,876
16.869
11.830
24.055
7.186
43
237,574
98
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield long
2/02/15
16/11/15
287
Ströer Media
100
8,756
27.131
66.305
39.173
144
580,576
212
short
16/11/15
30/05/16
196
Leoni
100
15,492
37.474
33.023
42.524
5.050
13
658,812
27
long
30/05/16
6/06/16
7
Stada
100
12,565
52.431
53.791
1.360
3
675,905
280
short
6/06/16
17/10/16
133
Hugo Boss
100
10,976
61.579
57.930
65.458
3.879
6
718,480
18
long
17/10/16
31/10/16
14
Covestro
100
12,250
58.649
58.503
-0.146
0
716,691
-6
short
31/10/16
14/11/16
14
GEA Group
100
18,724
38.275
38.275
38.276
0.000
0
716,691
0
long
14/11/16
21/11/16
7
Covestro
100
12,250
58.503
62.009
3.507
6
759,650
1,981
short
21/11/16
16/01/17
56
GEA Group
100
21,004
36.166
41.035
31.297
-4.869
-13
657,388
-61
long
16/01/17
12/02/18
392
Covestro
100
9,603
68.452
98.526
30.074
44
946,188
40
short
12/02/18
26/02/18
14
Steinhoff
100
2,150,351
0.440
0.476
0.405
-0.036
-8
869,817
-89
long
26/02/18
5/03/18
7
Uniper
100
1,493
582.520
570.987
-11.533
-2
852,598
-65
short
5/03/18
9/04/18
35
Steinhoff
100
2,429,781
0.351
0.237
0.520
0.169
48
1,263,972
5,970
long
9/04/18
14/05/18
35
Rocket Internet
100
41,339
30.576
29.207
-1.369
-4
1,207,388
-38
short
14/05/18
21/05/18
7
Metro
100
86,571
13.947
13.514
14.394
0.447
3
1,246,073
418
long
21/05/18
4/06/18
14
Uniper
100
1,940
642.167
625.096
-17.071
-3
1,212,955
-50
short
4/06/18
11/06/18
7
Metro
100
90,391
13.419
13.117
13.728
0.309
2
1,240,863
227
long
11/06/18
25/06/18
14
Aroundtown
100
146,469
8.472
8.274
-0.197
-2
1,211,955
-46
short
25/06/18
23/09/19
455
Osram Licht
100
25,583
47.373
41.450
54.144
6.770
14
1,385,161
11
long
23/09/19
11/11/19
49
Dialog Semiconductor
100
29,304
47.268
47.024
-0.245
-1
1,377,992
-4
short
11/11/19
16/12/19
35
Hugo Boss
100
31,133
44.261
47.761
40.761
-3.500
-8
1,269,018
-58
long
16/12/19
13/01/20
28
Delivery Hero
100
17,956
70.672
73.182
2.510
4
1,314,090
58
short
13/01/20
17/02/20
35
K+S
100
111,249
11.812
9.480
14.718
2.906
25
1,637,397
891
long
17/02/20
24/02/20
7
Delivery Hero
100
19,502
83.958
77.281
-6.677
-8
1,507,173
-99
short
24/02/20
7/12/20
287
K+S
100
174,411
8.641
9.024
8.259
-0.382
-4
1,440,498
-6
long
7/12/20
4/10/21
301
Siltronic
100
10,695
134.677
146.106
11.429
8
1,562,736
10
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield short
4/10/21
18/10/21
14
Deutsche Lufthansa
100
236,565
6.606
6.325
6.900
0.294
4
1,632,232
211
long
18/10/21
22/11/21
35
Zooplus
100
3,183
512.749
501.901
-10.848
-2
1,597,702
-20
short
22/11/21
3/01/22
42
TeamViewer
100
127,385
12.542
13.097
11.987
-0.555
-4
1,526,980
-33
long
3/01/22
10/01/22
7
Zooplus
100
3,070
497.339
502.939
5.599
1
1,544,170
79
short
10/01/22
3/04/23
448
TeamViewer
100
131,595
11.734
15.454
8.014
-3.720
-32
1,054,612
-27
long
3/04/23
24/04/23
21
Deutsche Lufthansa
100
103,986
10.142
9.594
-0.548
-5
997,628
-62
short
24/04/23
29/05/23
35
Aroundtown
100
851,550
1.172
0.875
1.568
0.396
34
1,335,231
1,990
long
29/05/23
5/06/23
7
SMA Solar
100
13,680
97.602
90.404
-7.198
-7
1,236,768
-98
short
5/06/23
12/06/23
7
Aroundtown
100
1,245,743
0.993
1.072
0.914
-0.079
-8
1,138,236
-99
long
12/06/23
19/06/23
7
Gerresheimer
100
10,711
106.263
104.978
-1.285
-1
1,124,473
-47
short
19/06/23
26/06/23
7
Aroundtown
100
1,081,736
1.040
1.067
1.012
-0.028
-3
1,094,393
-76
long
26/06/23
21/08/23
56
SMA Solar
100
10,933
100.091
70.017
-30.075
-30
765,587
-90
short
21/08/23
18/04/23
125
Telefonica D
100
468,523
1.634
2.387
0.882
-0.752
-46
413,052
-84
21/08/23
25/03/25
582
- cash -
accum 17/07/06
18/04/23 6244
days out of 7022 invested (89%)
4,031
413,052
24
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Deutsche Wohnen short 13/08/07 27/08/07 14 25.61 24.57 26.70 1.09 4.25
short 17/09/07 8/10/07 21 26.85 30.17 23.52 -3.33 -12.39
short 22/10/07 27/07/09 644 28.76 8.17 101.23 72.47 251.98 221.49
Ströer Media short 21/05/12 28/05/12 7 9.54 9.61 9.47 -0.07 -0.73
short 4/06/12 18/06/12 14 10.06 10.27 9.86 -0.20 -2.03
short 25/06/12 2/07/12 7 9.66 9.72 9.59 -0.06 -0.64
short 23/07/12 6/08/12 14 9.52 8.51 10.65 1.13 11.90
short 29/10/12 14/01/13 77 8.02 8.41 7.63 -0.39 -4.90
long 2/02/15 16/11/15 287 27.13 66.30 39.17 144.39 151.31
Salzgitter long 24/07/06 4/12/06 133 95.97 149.86 53.88 56.14
long 18/12/06 13/08/07 238 160.33 222.24 61.91 38.62
short 24/06/13 1/07/13 7 31.15 31.15 31.16 0.00 0.01 116.46
Covestro long 17/10/16 31/10/16 14 58.65 58.50 -0.15 -0.25
long 14/11/16 21/11/16 7 58.50 62.01 3.51 5.99
long 16/01/17 12/02/18 392 68.45 98.53 30.07 43.93 52.18
Südzucker short 28/07/14 2/02/15 189 16.87 11.83 24.05 7.19 42.60 42.60
Dürr long 14/05/12 21/05/12 7 13.15 12.55 -0.60 -4.58
long 18/06/12 25/06/12 7 13.59 13.92 0.33 2.41
long 2/07/12 23/07/12 21 14.97 16.03 1.05 7.03
long 6/08/12 29/10/12 84 16.63 17.89 1.26 7.58
long 1/07/13 28/07/14 392 29.50 36.88 7.38 25.02 40.67
Steinhoff short 12/02/18 26/02/18 14 0.44 0.48 0.40 -0.04 -8.07
short 5/03/18 9/04/18 35 0.35 0.24 0.52 0.17 48.25 36.28
Aareal Bank long 27/07/09 8/08/11 742 13.19 16.85 3.66 27.71 27.71
Ceconomy short 8/08/11 14/05/12 280 10.53 8.77 12.64 2.11 20.07 20.07
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
K+S short 13/01/20 17/02/20 35 11.81 9.48 14.72 2.91 24.60
short 24/02/20 7/12/20 287 8.64 9.02 8.26 -0.38 -4.42 19.09
Aroundtown long 11/06/18 25/06/18 14 8.47 8.27 -0.20 -2.33
short 24/04/23 29/05/23 35 1.17 0.88 1.57 0.40 33.84
short 5/06/23 12/06/23 7 0.99 1.07 0.91 -0.08 -7.97
short 19/06/23 26/06/23 7 1.04 1.07 1.01 -0.03 -2.68 17.09
Osram Licht short 25/06/18 23/09/19 455 47.37 41.45 54.14 6.77 14.29 14.29
KUKA long 14/01/13 24/06/13 161 34.35 39.02 4.66 13.57 13.57
Leoni short 16/11/15 30/05/16 196 37.47 33.02 42.52 5.05 13.48 13.48
Siltronic long 7/12/20 4/10/21 301 134.68 146.11 11.43 8.49 8.49
DMG Mori long 27/08/07 17/09/07 21 23.97 26.05 2.08 8.69
long 8/10/07 22/10/07 14 33.54 33.38 -0.17 -0.49 8.15
Metro short 14/05/18 21/05/18 7 13.95 13.51 14.39 0.45 3.20
short 4/06/18 11/06/18 7 13.42 13.12 13.73 0.31 2.30 5.58
Stada long 30/05/16 6/06/16 7 52.43 53.79 1.36 2.59 2.59
Rhön-Klinikum long 28/05/12 4/06/12 7 26.42 26.55 0.13 0.49 0.49
Dialog Semiconductor long 23/09/19 11/11/19 49 47.27 47.02 -0.24 -0.52 -0.52
Zooplus long 18/10/21 22/11/21 35 512.75 501.90 -10.85 -2.12
long 3/01/22 10/01/22 7 497.34 502.94 5.60 1.13 -1.01
Deutsche Lufthansa short 4/10/21 18/10/21 14 6.61 6.32 6.90 0.29 4.45
long 3/04/23 24/04/23 21 10.14 9.59 -0.55 -5.40 -1.20
Gerresheimer long 12/06/23 19/06/23 7 106.26 104.98 -1.28 -1.21 -1.21
Hugo Boss short 6/06/16 17/10/16 133 61.58 57.93 65.46 3.88 6.30
short 11/11/19 16/12/19 35 44.26 47.76 40.76 -3.50 -7.91 -2.11
Rocket Internet long 9/04/18 14/05/18 35 30.58 29.21 -1.37 -4.48 -4.48
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Uniper long 26/02/18 5/03/18 7 582.52 570.99 -11.53 -1.98
long 21/05/18 4/06/18 14 642.17 625.10 -17.07 -2.66 -4.59
Delivery Hero long 16/12/19 13/01/20 28 70.67 73.18 2.51 3.55
long 17/02/20 24/02/20 7 83.96 77.28 -6.68 -7.95 -4.68
Airbus short 17/07/06 24/07/06 7 31.58 33.85 29.30 -2.27 -7.20
short 4/12/06 18/12/06 14 36.84 38.82 34.86 -1.98 -5.38 -12.19
GEA Group short 31/10/16 14/11/16 14 38.28 38.28 38.28 0.00 0.00
short 21/11/16 16/01/17 56 36.17 41.03 31.30 -4.87 -13.46 -13.46
TeamViewer short 22/11/21 3/01/22 42 12.54 13.10 11.99 -0.56 -4.43
short 10/01/22 3/04/23 448 11.73 15.45 8.01 -3.72 -31.70 -34.73
SMA Solar long 29/05/23 5/06/23 7 97.60 90.40 -7.20 -7.37
long 26/06/23 21/08/23 56 100.09 70.02 -30.07 -30.05 -35.21
Telefonica D short 21/08/23 18/04/23 125 1.63 2.39 0.88 -0.75 -46.05 -46.05
Annotations
12/08/24 Morphosys acquired by Novartis
22/05/23 MDAX Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22 Hella acquired by Faurecia
20/09/21 MDAX Befesa, Jungheinrich, Hypoport, Vantage Towers and zooplus replace
Encavis, Hochtief, Morphosys, Nordex and Shop Apotheke
MDAX Exits to the DAX40:
Airbus, Brenntag, HelloFresh, Porsche, Puma, Qiagen, Sartorius, Siemens Healthineers, Symrise, Zalando
16/08/21 Bechtle stock split 1:3 (three for one)
28/06/19 Nemetschek splits1:3 (three for one)
11/06/19 Puma splits 1:10 (ten for one)
19/03/18 MDAX Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
27/02/18 Capital Stage renames into Encavis (ENergy + CApital + VISion)
24/07/17 Bechtle stock split 1:2 (two for one)
19/12/16 MDAX innogy and Uniper replace DMG Mori and Rhön-Klinikum
11/08/16 MDAX Rational replaces Kuka (acquired by Midea)
8/08/16 Capital Stage acquires Chorus Clean Energy
22/06/16 Jungheinrich stock split 1:3 (three for one)
10/03/16 MDAX complete analysis after advanced changes on 2016-03-21
MDAX Elrinklinger and Klöckner move to the SDAX
9/03/16 K+S moves from DAX to MDAX
21/12/15 Scout24 entry (SDAX)
MDAX MAN and Kabel Deutschland drop out
Ströer Media moves from SDAX to MDAX
Siltronic recording started
21/09/15 Lanxess moves from DAX to MDAX
7/09/15 MDAX complete analysis
ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
20/08/15 MDAX complete analysis
30/06/15 Nemetschek stock split 1:4 (four for one)
22/06/15 MDAX Zalando replaces Bertrandt
1/04/15 CTS Eventim promotion from SDAX to MDAX replacing TUI
26/02/15 MDAX Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
30/01/15 MDax Recently we recognized long signals for Gagfah, it should be considered that Gagfah mergers with Deutsche Annington.
The gathering of REITs at the top of the MDax is conspicious,
potentially instruments of industry companies such as KUKA or Symrise might be more financially rewarding.
19/01/15 Hella entry
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