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

Assessment - GCX Global Challenges - 4/22/24 - RS = 29

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	Curr	∅-RS
		GCX PR	2,928.690	Mon	0.93	2,928.690		2,721.810	206.880	7.60	EUR	1.28
		Interface	15.610	Fri	1.96	15.100	3.38	9.640	5.460	56.64	USD	48.29
	L	Rockwool	2,336.000	Fri	3.82	2,270.000	2.91	1,686.500	583.500	34.60	DKK	25.43
	L	ConvaTec	257.800	Fri	-6.46	282.400	-8.71	213.400	69.000	32.33	GBP	24.26
		Steelcase	12.070	Fri	1.26	12.180	-0.90	10.870	1.310	12.05	USD	22.46
		Benesse	2,590.500	Fri	0.02	2,590.000	0.02	1,831.500	758.500	41.41	JPY	22.19
		MillerKnoll	25.730	Fri	1.46	25.550	0.70	23.620	1.930	8.17	USD	20.92
	L	Smurfit Kappa	39.960	Fri	0.33	40.950	-2.42	31.000	9.950	32.10	EUR	18.01
	L	Konica Minolta	519.300	Fri	0.95	547.000	-5.06	476.800	70.200	14.72	JPY	15.74
	L	Nordex	12.760	Fri	3.07	12.580	1.43	11.280	1.300	11.52	EUR	15.55
		FirstGroup	165.200	Fri	0.92	170.800	-3.28	150.900	19.900	13.19	GBP	13.45
	L	Ricoh	1,338.500	Fri	1.67	1,373.000	-2.51	1,292.500	80.500	6.23	JPY	13.38
		Pearson	987.000	Fri	-0.46	1,009.500	-2.23	857.400	152.100	17.74	GBP	11.66
	L	Cdn Nat Railway	171.250	Fri	0.50	177.190	-3.35	145.460	31.730	21.81	CAD	10.41
		Hannover Rück	230.400	Fri	1.19	231.000	-0.26	205.700	25.300	12.30	EUR	10.06
	L	Coloplast	863.400	Fri	-0.09	900.800	-4.15	733.800	167.000	22.76	DKK	9.41
		Kurita Water	6,197.000	Fri	2.92	5,895.000	5.12	5,184.000	711.000	13.72	JPY	7.14
		Drägerwerk	48.850	Fri	-0.41	50.800	-3.84	42.700	8.100	18.97	EUR	6.91
	L	Hannon Armstrong SIC	25.960	Fri	2.12	25.390	2.24	19.680	5.710	29.01	USD	6.87
	L	BillerudKorsnäs	91.000	Fri	-0.27	99.200	-8.27	100.600	-1.400	-1.39	SEK	6.24
		Union Pacific	242.790	Fri	-0.31	234.470	3.55	202.640	31.830	15.71	USD	6.03
	L	Signify	25.020	Fri	-11.28	28.200	-11.28	25.250	2.950	11.68	EUR	5.75
		Xerox	14.000	Fri	-1.27	16.420	-14.74	15.510	0.910	5.87	USD	5.11
		CSX	33.990	Fri	-0.12	34.620	-1.82	30.540	4.080	13.36	USD	4.72
		bioMérieux	101.500	Fri	2.01	100.700	0.79	91.240	9.460	10.37	EUR	4.55
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	Curr	∅-RS
	L	First Solar	178.730	Fri	2.12	176.280	1.39	156.340	19.940	12.75	USD	4.47
		Swiss Re	99.500	Fri		99.300	0.20	92.920	6.380	6.87	CHF	3.82
		Henkel	73.160	Fri	0.80	74.040	-1.19	67.580	6.460	9.56	EUR	3.37
		United Utilities	1,038.500	Fri	0.83	1,046.500	-0.76	950.600	95.900	10.09	GBP	2.50
		Sonova	257.000	Fri	2.11	253.300	1.46	213.800	39.500	18.48	CHF	2.15
	L	Aurubis	74.200	Fri	2.27	73.750	0.61	69.020	4.730	6.85	EUR	1.90
		Siemens Healthineers	52.940	Fri	1.22	51.460	2.88	48.070	3.390	7.05	EUR	0.35
		Geberit	495.500	Fri	2.55	485.100	2.14	452.800	32.300	7.13	CHF	0.07
	S	Fabege	83.500	Fri	3.34	88.600	-5.76	86.700	1.900	2.19	SEK	-0.09
	L	Befesa	26.520	Fri	1.22	32.420	-18.20	27.900	4.520	16.20	EUR	-0.28
	S	Medtronic	79.740	Fri	0.62	80.570	-1.03	77.770	2.800	3.60	USD	-2.51
		Severn Trent	2,458.000	Fri	0.66	2,486.000	-1.13	2,349.000	137.000	5.83	GBP	-3.03
		Gecina	95.200	Fri	2.15	94.350	0.90	96.600	-2.250	-2.33	EUR	-3.33
	S	Dassault Systèmes	37.770	Fri	1.29	38.540	-2.00	35.705	2.835	7.94	EUR	-3.37
		Scatec	74.050	Fri	4.59	67.300	10.03	60.850	6.450	10.60	NOK	-4.18
		Pennon Group	665.500	Fri	1.45	664.500	0.15	608.500	56.000	9.20	GBP	-5.18
	S	Intel	31.880	Fri	-9.20	34.410	-7.35	35.460	-1.050	-2.96	USD	-8.23
		California Water	47.930	Fri	-0.25	45.450	5.46	46.280	-0.830	-1.79	USD	-9.19
	L	Ørsted	388.900	Fri	2.34	379.600	2.45	358.400	21.200	5.92	DKK	-10.24
	S	Smith and Nephew	981.000	Fri	1.72	974.800	0.64	997.600	-22.800	-2.29	GBP	-10.40
		Ormat Technologies	63.110	Fri	-1.05	64.570	-2.26	68.180	-3.610	-5.29	USD	-10.58
	S	STMicroelectronics	38.665	Fri	-2.51	36.695	5.37	41.050	-4.355	-10.61	EUR	-12.29
	L	Lenzing	30.100	Fri	0.67	31.000	-2.90	37.850	-6.850	-18.10	EUR	-18.41
	S	EDP Renováveis	12.850	Fri	1.82	12.730	0.94	15.100	-2.370	-15.70	EUR	-20.77
	S	Solaria Energía	9.565	Fri	0.68	9.695	-1.34	14.090	-4.395	-31.19	EUR	-28.65
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	Curr	∅-RS
		SunPower	1.990	Fri	5.85	2.140	-7.01	5.620	-3.480	-61.92	USD	-57.29
GCX - 50 out of 50 instruments rated - 4/22/24 / 10/02/23 - 39 did rise, Market-Ratio(29) = 78.00 %

Technical Chart

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

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

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	4/26/24	1040		bioMérieux	100	0	EUR	91.820	101.500	82.140	-9.680	-11	2	0
accum	1/09/06	4/26/24	6683	days out of 6690 invested (100%)								-100		2	-37

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
AMD	short	6/11/07	8/24/09	805	13.91	4.00	48.37	34.46	247.75	247.75
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	238.42
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
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	4/26/24	1040	91.82	101.50	82.14	-9.68	-10.54	-10.54
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

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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