Share-o-matic - Assessment SMI (Swiss Market Index)

Assessment - Swiss Market Index in Renminbi yuán - 7/01/24 - RS = 41

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ41	∅-RS
	L	SMI® PR	95,692.770	8/12/24	0.07	97,110.387	-1.46	90,110.403	6,999.984	7.77	6.37
	L	ABB	366.775	8/12/24	0.55	406.024	-9.67	268.367	137.657	51.29	34.27
	L	Givaudan	33,340.996	8/12/24	-1.12	34,670.768	-3.84	23,099.190	11,571.578	50.10	26.67
	L	Logitech	606.698	8/12/24	1.95	702.764	-13.67	521.458	181.306	34.77	22.82
		Holcim	614.757	8/12/24	-0.34	643.932	-4.53	474.009	169.923	35.85	20.26
		UBS	200.272	8/12/24	0.44	217.438	-7.89	190.205	27.233	14.32	13.30
	L	Richemont	1,033.192	8/12/24	1.22	1,132.723	-8.79	973.773	158.950	16.32	10.50
		Swiss Re	838.159	8/12/24	0.10	905.856	-7.47	761.144	144.713	19.01	12.90
	L	Alcon	641.192	8/12/24	-1.12	646.188	-0.77	591.495	54.693	9.25	12.15
	L	Geberit	4,213.361	8/12/24	-0.72	4,264.940	-1.21	3,678.158	586.782	15.95	6.77
		Swiss Life	5,256.224	8/12/24	0.62	5,393.231	-2.54	4,629.588	763.643	16.49	12.77
	L	Sonova	2,241.269	8/12/24	-1.52	2,259.000	-0.78	1,778.548	480.451	27.01	10.93
		Lonza	4,392.275	8/12/24	-1.80	3,936.123	11.59	3,447.410	488.714	14.18	11.01
	L	Zurich Insurance	3,745.120	8/12/24	0.85	3,890.992	-3.75	3,463.660	427.332	12.34	8.57
		Partners	9,143.186	8/12/24	0.93	9,247.956	-1.13	8,364.620	883.335	10.56	4.23
	L	Novartis	779.649	8/12/24	0.16	779.488	0.02	747.657	31.831	4.26	7.90
		Sika	1,993.851	8/12/24	0.04	2,055.907	-3.02	1,955.672	100.235	5.13	0.88
	L	Roche	2,238.852	8/12/24	0.25	2,015.611	11.08	2,095.827	-80.216	-3.83	1.75
		Kühne & Nagel	2,045.430	8/12/24	0.40	2,107.486	-2.94	2,170.170	-62.684	-2.89	-1.34
	L	Nestlé	714.369	8/12/24	-0.40	740.481	-3.53	858.968	-118.487	-13.79	-8.30
		Swisscom	4,231.091	8/12/24	0.48	4,098.114	3.24	4,454.089	-355.976	-7.99	-3.62
SMI - 20 out of 20 instruments rated - 7/01/24 / 9/18/23 - 16 did rise, Market-Ratio(41) in CNY = 80.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 41 - B/S = 84/79

1/04/21	scale up chart	7/01/24

Transactions Swiss Market Index in Renminbi yuán * A41 - 84/79 (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		1/09/06	7		- cash -
long	1/09/06	7/30/07	567		ABB	100	112	88.591	178.941		90.350	102	20,119	57
short	7/30/07	8/10/09	742		UBS	100	48	411.065	103.014	1,640.298	1,229.233	299	79,122	98
long	8/10/09	8/17/09	7		Credit Suisse	100	236	334.007	326.389		-7.618	-2	77,325	-70
short	8/17/09	9/07/09	21		Givaudan	100	16	4,621.714	4,904.850	4,338.579	-283.135	-6	72,794	-67
long	9/07/09	9/21/09	14		Swiss Re	100	241	301.183	303.194		2.011	1	73,279	19
short	9/21/09	10/12/09	21		Novartis	100	264	276.602	287.608	265.596	-11.006	-4	70,373	-51
long	10/12/09	10/19/09	7		Swiss Re	100	216	324.667	317.423		-7.245	-2	68,809	-69
short	10/19/09	11/09/09	21		Roche	100	62	1,101.659	1,093.029	1,110.357	8.698	1	69,348	15
long	11/09/09	5/17/10	189		Swatch	100	40	1,719.439	1,919.942		200.503	12	77,368	24
short	5/17/10	2/21/11	280		Actelion	100	316	244.597	363.742	125.452	-119.145	-49	39,718	-58
long	2/21/11	2/28/11	7		Richemont	100	103	383.235	376.283		-6.952	-2	39,002	-62
short	2/28/11	3/07/11	7		Roche	100	39	991.858	938.334	1,048.436	56.578	6	41,209	1,704
long	3/07/11	3/14/11	7		Richemont	100	106	388.546	361.510		-27.036	-7	38,343	-98
short	3/14/11	5/02/11	49		Roche	100	41	925.352	1,064.532	786.171	-139.181	-15	32,636	-70
long	5/02/11	5/09/11	7		Richemont	100	77	420.487	398.895		-21.592	-5	30,974	-94
short	5/09/11	5/21/12	378		Credit Suisse	100	113	273.243	126.103	592.069	318.826	117	67,001	111
long	5/21/12	5/28/12	7		Richemont	100	172	388.268	381.875		-6.393	-2	65,902	-58
short	5/28/12	6/04/12	7		Credit Suisse	100	527	124.977	120.644	129.466	4.489	4	68,267	530
long	6/04/12	6/11/12	7		Swiss Re	100	197	344.932	365.807		20.874	6	72,379	2,041
short	6/11/12	6/18/12	7		Credit Suisse	100	567	127.619	115.892	140.533	12.914	10	79,701	15,135
long	6/18/12	11/19/12	154		Swiss Re	100	214	372.131	439.542		67.411	18	94,127	48
short	11/19/12	12/17/12	28		Julius Bär	100	449	209.265	226.122	192.407	-16.857	-8	86,559	-67
long	12/17/12	10/14/13	301		Richemont	100	174	495.947	614.341		118.394	24	107,159	30
short	10/14/13	3/31/14	168		Transocean	100	392	273.085	256.049	291.255	18.169	7	114,282	15
long	3/31/14	5/05/14	35		Actelion	100	194	588.449	621.970		33.520	6	120,785	78
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/05/14	8/03/15	455		Transocean	100	447	269.710	81.392	893.737	624.027	231	399,725	161
long	8/03/15	8/17/15	14		UBS	100	2,784	143.558	142.268		-1.291	-1	396,131	-21
short	8/17/15	11/02/15	77		Transocean	100	4,522	87.585	101.157	74.012	-13.573	-15	334,756	-55
long	11/02/15	11/16/15	14		Actelion	100	373	897.320	873.923		-23.397	-3	326,029	-50
short	11/16/15	1/09/17	420		Holcim	100	948	343.890	366.581	321.200	-22.690	-7	304,518	-6
long	1/09/17	1/23/17	14		Actelion	100	195	1,555.833	1,586.112		30.278	2	310,423	65
short	1/23/17	2/20/17	28		Swisscom	100	102	3,020.903	3,092.640	2,949.166	-71.737	-2	303,106	-27
long	2/20/17	3/13/17	21		Actelion	100	164	1,847.782	1,895.962		48.180	3	311,007	56
short	3/13/17	3/27/17	14		Givaudan	100	24	12,504.842	12,519.483	12,490.202	-14.640	0	310,656	-3
long	3/27/17	4/24/17	28		Actelion	100	163	1,903.017	1,937.874		34.857	2	316,337	27
short	4/24/17	5/08/17	14		Swisscom	100	104	3,023.304	3,137.899	2,908.710	-114.595	-4	304,419	-63
long	5/08/17	2/12/18	280		Sika	100	403	754.859	842.511		87.652	12	339,743	15
short	2/12/18	9/09/19	574		Roche	100	230	1,475.742	1,951.618	999.866	-475.876	-32	230,292	-22
long	9/09/19	2/03/20	147		Nestlé	100	289	795.729	777.318		-18.410	-2	224,971	-6
short	2/03/20	2/17/20	14		Swatch	100	126	1,781.627	1,798.544	1,764.710	-16.917	-1	222,840	-22
long	2/17/20	3/02/20	14		Lonza	100	75	2,965.321	2,845.305		-120.016	-4	213,838	-66
short	3/02/20	12/21/20	294		Swatch	100	133	1,597.530	1,725.197	1,469.864	-127.667	-8	196,859	-10
long	12/21/20	10/25/21	308		Richemont	100	342	575.460	778.501		203.041	35	266,299	43
short	10/25/21	11/08/21	14		Holcim	100	846	314.663	330.795	298.531	-16.132	-5	252,651	-75
long	11/08/21	12/13/21	35		Partners	100	21	11,554.743	10,212.414		-1,342.328	-12	224,462	-72
short	12/13/21	1/03/22	21		Credit Suisse	100	3,753	59.803	62.867	56.740	-3.064	-5	212,964	-60
long	1/03/22	1/24/22	21		Richemont	100	223	953.104	886.334		-66.770	-7	198,075	-72
short	1/24/22	6/12/23	504		Credit Suisse	100	3,452	57.374	6.412	513.405	456.031	795	1,772,292	389
6/12/23		7/10/23	28		- cash -
long	7/10/23	8/14/23	35		Richemont	100	1,507	1,175.451	1,071.195		-104.257	-9	1,615,177	-62
short	8/14/23	8/12/24	364		Roche	100	736	2,191.626	2,238.852	2,144.400	-47.226	-2	1,580,419	-2
accum	1/09/06	8/12/24	7095	days out of 7130 invested (100%)							15,704		1,580,419	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	long	8/10/09	8/17/09	7	334.01	326.39		-7.62	-2.28
	short	5/09/11	5/21/12	378	273.24	126.10	592.07	318.83	116.68
	short	5/28/12	6/04/12	7	124.98	120.64	129.47	4.49	3.59
	short	6/11/12	6/18/12	7	127.62	115.89	140.53	12.91	10.12
	short	12/13/21	1/03/22	21	59.80	62.87	56.74	-3.06	-5.12
	short	1/24/22	6/12/23	504	57.37	6.41	513.40	456.03	794.83	1,950.66
UBS	short	7/30/07	8/10/09	742	411.06	103.01	1,640.30	1,229.23	299.04
	long	8/03/15	8/17/15	14	143.56	142.27		-1.29	-0.90	295.45
Transocean	short	10/14/13	3/31/14	168	273.09	256.05	291.25	18.17	6.65
	short	5/05/14	8/03/15	455	269.71	81.39	893.74	624.03	231.37
	short	8/17/15	11/02/15	77	87.58	101.16	74.01	-13.57	-15.50	198.65
ABB	long	1/09/06	7/30/07	567	88.59	178.94		90.35	101.99	101.99
Swiss Re	long	9/07/09	9/21/09	14	301.18	303.19		2.01	0.67
	long	10/12/09	10/19/09	7	324.67	317.42		-7.24	-2.23
	long	6/04/12	6/11/12	7	344.93	365.81		20.87	6.05
	long	6/18/12	11/19/12	154	372.13	439.54		67.41	18.11	23.29
Richemont	long	2/21/11	2/28/11	7	383.23	376.28		-6.95	-1.81
	long	3/07/11	3/14/11	7	388.55	361.51		-27.04	-6.96
	long	5/02/11	5/09/11	7	420.49	398.89		-21.59	-5.13
	long	5/21/12	5/28/12	7	388.27	381.87		-6.39	-1.65
	long	12/17/12	10/14/13	301	495.95	614.34		118.39	23.87
	long	12/21/20	10/25/21	308	575.46	778.50		203.04	35.28
	long	1/03/22	1/24/22	21	953.10	886.33		-66.77	-7.01
	long	7/10/23	8/14/23	35	1,175.45	1,071.19		-104.26	-8.87	21.05
Sika	long	5/08/17	2/12/18	280	754.86	842.51		87.65	11.61	11.61
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Swatch	long	11/09/09	5/17/10	189	1,719.44	1,919.94		200.50	11.66
	short	2/03/20	2/17/20	14	1,781.63	1,798.54	1,764.71	-16.92	-0.95
	short	3/02/20	12/21/20	294	1,597.53	1,725.20	1,469.86	-127.67	-7.99	1.76
Nestlé	long	9/09/19	2/03/20	147	795.73	777.32		-18.41	-2.31	-2.31
Novartis	short	9/21/09	10/12/09	21	276.60	287.61	265.60	-11.01	-3.98	-3.98
Lonza	long	2/17/20	3/02/20	14	2,965.32	2,845.31		-120.02	-4.05	-4.05
Swisscom	short	1/23/17	2/20/17	28	3,020.90	3,092.64	2,949.17	-71.74	-2.37
	short	4/24/17	5/08/17	14	3,023.30	3,137.90	2,908.71	-114.59	-3.79	-6.08
Givaudan	short	8/17/09	9/07/09	21	4,621.71	4,904.85	4,338.58	-283.14	-6.13
	short	3/13/17	3/27/17	14	12,504.84	12,519.48	12,490.20	-14.64	-0.12	-6.24
Julius Bär	short	11/19/12	12/17/12	28	209.26	226.12	192.41	-16.86	-8.06	-8.06
Holcim	short	11/16/15	1/09/17	420	343.89	366.58	321.20	-22.69	-6.60
	short	10/25/21	11/08/21	14	314.66	330.80	298.53	-16.13	-5.13	-11.39
Partners	long	11/08/21	12/13/21	35	11,554.74	10,212.41		-1,342.33	-11.62	-11.62
Roche	short	10/19/09	11/09/09	21	1,101.66	1,093.03	1,110.36	8.70	0.79
	short	2/28/11	3/07/11	7	991.86	938.33	1,048.44	56.58	5.70
	short	3/14/11	5/02/11	49	925.35	1,064.53	786.17	-139.18	-15.04
	short	2/12/18	9/09/19	574	1,475.74	1,951.62	999.87	-475.88	-32.25
	short	8/14/23	8/12/24	364	2,191.63	2,238.85	2,144.40	-47.23	-2.15	-39.99
Actelion	short	5/17/10	2/21/11	280	244.60	363.74	125.45	-119.15	-48.71
	long	3/31/14	5/05/14	35	588.45	621.97		33.52	5.70
	long	11/02/15	11/16/15	14	897.32	873.92		-23.40	-2.61
	long	1/09/17	1/23/17	14	1,555.83	1,586.11		30.28	1.95
	long	2/20/17	3/13/17	21	1,847.78	1,895.96		48.18	2.61
	long	3/27/17	4/24/17	28	1,903.02	1,937.87		34.86	1.83	-43.76

Annotations

6/19/18	Sika	stock split 1:60 (sixty for one)
5/15/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
5/03/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
4/05/16	SMI	Transocean was replaced by Swiss Life
9/10/15	SMI	complete analysis


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