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

Assessment - Bayrischer Aktienindex in Euro - 13/03/23 - RS = 21

		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	17/10/22	prc diff	⇓ Δ21	∅-RS
	L	BAX	799.287	Mon	0.88	803.753	-0.56	671.137	132.616	19.76	1.68
		va-Q-tec	21.800	Mon		24.300	-10.29	10.100	14.200	140.59	58.51
		Hensoldt	32.600	Mon	-1.21	33.800	-3.55	22.350	11.450	51.23	42.26
	L	Stemmer Imaging	43.900	Mon	0.23	43.800	0.23	26.400	17.400	65.91	40.09
	L	Infineon	34.465	Mon	-0.01	34.085	1.11	24.430	9.655	39.52	23.57
		Vitesco Technologies	61.850	Mon	3.95	59.000	4.83	53.700	5.300	9.87	22.58
		Münchener Rück	311.500	Mon	3.90	313.400	-0.61	246.600	66.800	27.09	22.27
	L	Knaus Tabbert	39.600	Mon	0.25	39.600		28.000	11.600	41.43	22.18
		Adva	21.760	Mon	-0.55	22.500	-3.29	19.210	3.290	17.13	21.76
		Krones	105.700	Mon	1.83	107.200	-1.40	93.000	14.200	15.27	20.60
	L	Siemens Energy	18.990	Mon	3.60	19.140	-0.78	11.190	7.950	71.05	20.57
	L	Siemens	138.820	Mon	1.06	140.960	-1.52	107.020	33.940	31.71	19.81
	L	BMW	95.610	Mon	0.80	94.640	1.02	76.530	18.110	23.66	17.59
	L	Koenig & Bauer	17.560	Mon	3.54	17.920	-2.01	11.860	6.060	51.10	16.58
		MTU Aero Engines	222.100	Mon	1.18	219.400	1.23	168.900	50.500	29.90	15.18
	L	Traton	17.010	Mon	1.13	17.070	-0.35	12.640	4.430	35.05	14.25
	L	Sixt	118.200	Mon	0.68	119.300	-0.92	87.350	31.950	36.58	12.86
	L	Telefonica D	2.916	Mon	1.50	2.867	1.71	2.110	0.757	35.88	12.65
		Schaeffler	6.315	Mon	1.20	6.425	-1.71	5.115	1.310	25.61	11.83
	L	Atoss	157.200	Mon		157.800	-0.38	117.800	40.000	33.96	10.75
		Allianz	202.400	Mon	1.17	210.850	-4.01	170.260	40.590	23.84	8.90
	L	Wacker Chemie	142.450	Mon	-0.35	145.650	-2.20	104.300	41.350	39.65	5.97
	L	Wacker Neuson	18.520	Mon	2.26	18.570	-0.27	14.350	4.220	29.41	5.01
		CTS Eventim	58.400	Mon	0.69	58.700	-0.51	47.180	11.520	24.42	3.71
	L	Deutsche Pfandbrief	8.915	Mon	0.73	9.075	-1.76	7.325	1.750	23.89	3.35
		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	17/10/22	prc diff	⇓ Δ21	∅-RS
		Mutares	18.100	Mon	1.91	19.160	-5.53	16.580	2.580	15.56	2.38
	L	Pro7-Sat1	8.874	Mon	1.30	8.898	-0.27	6.860	2.038	29.71	1.01
	L	Cancom	32.420	Mon	-1.10	32.560	-0.43	25.440	7.120	27.99	0.06
		Rational	588.000	Mon	0.94	574.500	2.35	550.500	24.000	4.36	-0.75
	L	Siemens Healthineers	50.700	Mon	-0.67	48.940	3.60	44.280	4.660	10.52	-1.61
	L	Adidas	141.660	Mon	0.44	145.920	-2.92	118.180	27.740	23.47	-2.31
	L	Scout24	51.620	Mon	-0.85	52.240	-1.19	54.840	-2.600	-4.74	-2.89
	S	SFC Energy	21.150	Mon	-0.70	21.700	-2.53	16.440	5.260	32.00	-3.87
	L	WashTec	39.400	Mon	2.87	38.550	2.20	34.050	4.500	13.22	-4.03
	L	Suse	16.900	Mon	-2.03	19.230	-12.12	17.260	1.970	11.41	-4.47
	L	Patrizia Immobilien	10.340	Mon	1.57	10.740	-3.72	8.900	1.840	20.67	-5.96
	L	Nemetschek	54.500	Mon	-0.18	52.520	3.77	48.120	4.400	9.14	-7.95
	S	BayWa	41.300	Mon	1.23	40.200	2.74	41.000	-0.800	-1.95	-7.96
		Siltronic	68.400	Mon	0.29	67.400	1.48	58.100	9.300	16.01	-10.50
		Puma	52.020	Mon	2.44	52.580	-1.07	47.650	4.930	10.35	-12.42
	L	Dermapharm	37.480	Mon	0.75	38.260	-2.04	39.980	-1.720	-4.30	-14.59
	L	Steico	52.600	Mon	-0.57	51.100	2.94	49.300	1.800	3.65	-15.89
	S	AUTO1	6.585	Mon	-2.15	7.085	-7.06	6.380	0.705	11.05	-16.66
	S	7C Solarparken	3.770	Mon	-0.26	3.835	-1.69	4.605	-0.770	-16.72	-16.70
	S	Medigene	1.990	Mon	0.25	1.955	1.79	2.090	-0.135	-6.46	-17.86
		Umweltbank	11.850	Mon	-0.42	11.450	3.49	11.850	-0.400	-3.38	-19.54
	S	KATEK	14.550	Mon	8.18	13.000	11.92	14.450	-1.450	-10.03	-21.74
		Morphosys	14.250	Mon	1.71	14.570	-2.20	23.350	-8.780	-37.60	-22.12
		Synlab	9.430	Mon	-1.15	9.470	-0.42	12.800	-3.330	-26.02	-28.98
	S	Leoni	3.050	Mon	1.53	2.900	5.17	6.900	-4.000	-57.97	-54.49
BAX - 49 out of 49 instruments rated - 13/03/23 / 17/10/22 - 39 did rise, Market-Ratio(21) in EUR = 79.59 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 21 - B/S = 64/61

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

Transactions Bayrischer Aktienindex in Euro * A21 - 64/61 (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		12/06/06	161		- cash -
short	12/06/06	16/10/06	126		MTU Aero Engines	100	427	23.380	30.700	16.060	-7.320	-31	6,874	-66
long	16/10/06	30/10/06	14		Wirecard	100	1,591	4.320	5.192		0.872	20	8,262	11,973
short	30/10/06	6/11/06	7		Phoenix Solar	100	618	13.350	13.590	13.110	-0.240	-2	8,113	-61
long	6/11/06	6/08/07	273		Wirecard	100	1,612	5.032	8.080		3.048	61	13,027	88
short	6/08/07	16/06/08	315		Patrizia Immobilien	100	1,072	12.150	3.550	41.584	29.434	242	44,580	316
long	16/06/08	23/06/08	7		Phoenix Solar	100	948	47.010	48.120		1.110	2	45,632	238
short	23/06/08	27/04/09	308		Pro7-Sat1	100	7,431	6.140	1.830	20.601	14.461	236	153,091	320
long	27/04/09	18/05/09	21		Steico	100	54,675	2.800	3.500		0.700	25	191,364	4,735
short	18/05/09	15/06/09	28		Grammer	100	40,287	4.750	5.450	4.050	-0.700	-15	163,163	-87
long	15/06/09	6/07/09	21		Pro7-Sat1	100	38,664	4.220	3.900		-0.320	-8	150,790	-75
short	6/07/09	13/07/09	7		Grammer	100	28,721	5.250	5.350	5.150	-0.100	-2	147,918	-63
long	13/07/09	8/02/10	210		Infineon	100	58,111	2.545	3.958		1.413	55	230,006	115
short	8/02/10	1/03/10	21		Phoenix Solar	100	8,002	28.740	28.460	29.023	0.283	1	232,269	19
long	1/03/10	24/05/10	84		Pro7-Sat1	100	21,086	11.015	12.050		1.035	9	254,093	48
short	24/05/10	7/06/10	14		Phoenix Solar	100	9,445	26.900	27.030	26.770	-0.130	0	252,865	-12
long	7/06/10	23/08/10	77		Cancom	100	93,273	2.711	3.521		0.810	30	328,416	245
short	23/08/10	13/09/10	21		Phoenix Solar	100	11,247	29.200	28.500	29.917	0.717	2	336,482	52
long	13/09/10	30/05/11	259		Grammer	100	21,999	15.295	17.550		2.255	15	386,090	21
short	30/05/11	6/06/11	7		Phoenix Solar	100	24,989	15.450	16.900	14.000	-1.450	-9	349,856	-99
long	6/06/11	13/06/11	7		Zooplus	100	7,496	46.669	48.803		2.134	5	365,852	929
short	13/06/11	2/01/12	203		Phoenix Solar	100	21,712	16.850	2.490	114.025	97.175	577	2,475,718	3,012
long	2/01/12	9/01/12	7		Wirecard	100	193,718	12.780	13.215		0.435	3	2,559,986	473
short	9/01/12	16/01/12	7		Phoenix Solar	100	1,201,871	2.130	2.290	1.970	-0.160	-8	2,367,686	-98
long	16/01/12	18/06/12	154		Wirecard	100	180,189	13.140	14.995		1.855	14	2,701,937	37
short	18/06/12	29/10/12	133		Phoenix Solar	100	1,688,710	1.600	1.030	2.485	0.885	55	4,197,121	235
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	29/10/12	24/06/13	238		KUKA	100	179,555	23.375	31.820		8.445	36	5,713,463	60
short	24/06/13	1/07/13	7		SFC Energy	100	1,202,834	4.750	4.650	4.852	0.102	2	5,836,392	203
long	1/07/13	14/04/14	287		Morphosys	100	132,209	44.145	58.270		14.125	32	7,703,844	42
short	14/04/14	21/04/14	7		Adva	100	2,405,196	3.203	3.210	3.196	-0.007	0	7,687,008	-11
long	21/04/14	5/05/14	14		Sixt	100	265,710	28.930	28.890		-0.040	0	7,676,380	-4
short	5/05/14	9/06/14	35		Adva	100	2,398,868	3.200	3.196	3.204	0.004	0	7,685,975	1
long	9/06/14	16/06/14	7		Cancom	100	389,360	19.740	18.403		-1.338	-7	7,165,206	-97
short	16/06/14	23/06/14	7		Adva	100	2,284,823	3.136	3.096	3.177	0.040	1	7,257,741	95
long	23/06/14	14/07/14	21		Wacker Neuson	100	438,004	16.570	17.170		0.600	4	7,520,544	86
short	14/07/14	28/07/14	14		Phoenix Solar	100	2,683,991	2.802	1.980	3.965	1.163	42	10,642,830	854,530
long	28/07/14	4/08/14	7		Nemetschek	100	1,674,928	6.354	6.125		-0.229	-4	10,258,937	-85
short	4/08/14	29/12/14	147		Phoenix Solar	100	5,575,509	1.840	1.562	2.168	0.328	18	12,084,916	50
long	29/12/14	27/07/15	210		KUKA	100	203,896	59.270	74.330		15.060	25	15,155,590	48
short	27/07/15	9/11/15	105		Grammer	100	577,135	26.260	23.675	29.127	2.867	11	16,810,351	43
long	9/11/15	16/11/15	7		Adva	100	1,655,376	10.155	10.530		0.375	4	17,431,117	562
short	16/11/15	23/11/15	7		Leoni	100	501,903	34.730	36.045	33.415	-1.315	-4	16,771,115	-87
long	23/11/15	14/12/15	21		Adva	100	1,511,592	11.095	9.859		-1.236	-11	14,902,787	-87
short	14/12/15	4/07/16	203		Leoni	100	448,406	33.235	24.990	44.200	10.965	33	19,819,694	67
long	4/07/16	18/07/16	14		Koenig & Bauer	100	458,364	43.240	44.510		1.270	3	20,401,816	113
short	18/07/16	25/07/16	7		Siltronic	100	1,406,536	14.505	14.645	14.365	-0.140	-1	20,204,901	-40
long	25/07/16	1/08/16	7		Koenig & Bauer	100	405,232	49.860	49.515		-0.345	-1	20,065,096	-30
short	1/08/16	21/11/16	112		Telefonica D	100	5,428,867	3.696	3.570	3.826	0.130	4	20,773,020	12
long	21/11/16	5/12/16	14		Siltronic	100	564,791	36.780	41.970		5.190	14	23,704,285	3,023
short	5/12/16	2/01/17	28		SFC Energy	100	10,677,605	2.220	1.970	2.502	0.282	13	26,712,167	375
long	2/01/17	5/03/18	427		Siltronic	100	596,253	44.800	120.700		75.900	169	71,967,769	133
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/03/18	7/05/18	63		Umweltbank	100	7,211,199	9.980	9.740	10.226	0.246	2	73,741,003	15
long	7/05/18	14/05/18	7		SFC Energy	100	8,515,127	8.660	8.680		0.020	0	73,911,306	13
short	14/05/18	30/07/18	77		Osram Licht	100	1,464,170	50.480	37.580	67.808	17.328	34	99,282,736	305
long	30/07/18	6/08/18	7		Wirecard	100	619,935	160.150	166.150		6.000	4	103m	581
short	6/08/18	15/04/19	252		Osram Licht	100	2,593,864	39.710	32.730	48.179	8.469	21	125m	32
long	15/04/19	10/06/19	56		Adva	100	13,113,194	9.530	6.890		-2.640	-28	90,349,911	-88
short	10/06/19	8/07/19	28		Leoni	100	6,682,685	13.520	13.780	13.260	-0.260	-2	88,612,413	-22
long	8/07/19	15/07/19	7		SFC Energy	100	7,117,462	12.450	12.600		0.150	1	89,680,032	87
short	15/07/19	4/11/19	112		Leoni	100	6,750,472	13.285	12.015	14.689	1.404	11	99,159,045	39
long	4/11/19	25/11/19	21		va-Q-tec	100	9,267,200	10.700	11.900		1.200	11	110m	534
short	25/11/19	16/12/19	21		STS	100	22,042,711	5.003	4.793	5.223	0.220	4	115m	111
long	16/12/19	2/03/20	77		va-Q-tec	100	8,078,769	14.250	11.050		-3.200	-22	89,270,408	-70
short	2/03/20	3/08/20	154		Koenig & Bauer	100	4,263,152	20.940	19.000	23.078	2.138	10	98,385,453	26
long	3/08/20	26/10/20	84		Steico	100	2,497,092	39.400	45.900		6.500	16	115m	94
short	26/10/20	9/11/20	14		Leoni	100	22,741,379	5.040	5.975	4.105	-0.935	-19	93,353,362	-100
long	9/11/20	6/09/21	301		va-Q-tec	100	3,164,520	29.500	28.350		-1.150	-4	89,714,164	-5
short	6/09/21	6/02/23	518		Morphosys	100	1,862,835	48.160	19.050	121.753	73.593	153	227m	92
long	6/02/23	20/03/23	42		va-Q-tec	100	9,201,008	24.650	21.800		-2.850	-12	201m	-66
accum	12/06/06	20/03/23	6126	days out of 6287 invested (97%)							2,005,720		201m	80

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	30/10/06	6/11/06	7	13.35	13.59	13.11	-0.24	-1.80
	long	16/06/08	23/06/08	7	47.01	48.12		1.11	2.36
	short	8/02/10	1/03/10	21	28.74	28.46	29.02	0.28	0.98
	short	24/05/10	7/06/10	14	26.90	27.03	26.77	-0.13	-0.48
	short	23/08/10	13/09/10	21	29.20	28.50	29.92	0.72	2.46
	short	30/05/11	6/06/11	7	15.45	16.90	14.00	-1.45	-9.39
	short	13/06/11	2/01/12	203	16.85	2.49	114.03	97.18	576.71
	short	9/01/12	16/01/12	7	2.13	2.29	1.97	-0.16	-7.51
	short	18/06/12	29/10/12	133	1.60	1.03	2.49	0.89	55.34
	short	14/07/14	28/07/14	14	2.80	1.98	3.97	1.16	41.52
	short	4/08/14	29/12/14	147	1.84	1.56	2.17	0.33	17.80	1,420.04
Patrizia Immobilien	short	6/08/07	16/06/08	315	12.15	3.55	41.58	29.43	242.25	242.25
Pro7-Sat1	short	23/06/08	27/04/09	308	6.14	1.83	20.60	14.46	235.52
	long	15/06/09	6/07/09	21	4.22	3.90		-0.32	-7.58
	long	1/03/10	24/05/10	84	11.02	12.05		1.04	9.40	239.21
Morphosys	long	1/07/13	14/04/14	287	44.15	58.27		14.13	32.00
	short	6/09/21	6/02/23	518	48.16	19.05	121.75	73.59	152.81	233.70
Siltronic	short	18/07/16	25/07/16	7	14.51	14.65	14.37	-0.14	-0.97
	long	21/11/16	5/12/16	14	36.78	41.97		5.19	14.11
	long	2/01/17	5/03/18	427	44.80	120.70		75.90	169.42	204.47
Wirecard	long	16/10/06	30/10/06	14	4.32	5.19		0.87	20.19
	long	6/11/06	6/08/07	273	5.03	8.08		3.05	60.57
	long	2/01/12	9/01/12	7	12.78	13.22		0.44	3.40
	long	16/01/12	18/06/12	154	13.14	15.00		1.86	14.12
	long	30/07/18	6/08/18	7	160.15	166.15		6.00	3.75	136.26
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
KUKA	long	29/10/12	24/06/13	238	23.38	31.82		8.45	36.13
	long	29/12/14	27/07/15	210	59.27	74.33		15.06	25.41	70.72
Osram Licht	short	14/05/18	30/07/18	77	50.48	37.58	67.81	17.33	34.33
	short	6/08/18	15/04/19	252	39.71	32.73	48.18	8.47	21.33	62.97
Infineon	long	13/07/09	8/02/10	210	2.55	3.96		1.41	55.50	55.50
Steico	long	27/04/09	18/05/09	21	2.80	3.50		0.70	25.00
	long	3/08/20	26/10/20	84	39.40	45.90		6.50	16.50	45.62
Cancom	long	7/06/10	23/08/10	77	2.71	3.52		0.81	29.88
	long	9/06/14	16/06/14	7	19.74	18.40		-1.34	-6.78	21.08
SFC Energy	short	24/06/13	1/07/13	7	4.75	4.65	4.85	0.10	2.15
	short	5/12/16	2/01/17	28	2.22	1.97	2.50	0.28	12.69
	long	7/05/18	14/05/18	7	8.66	8.68		0.02	0.23
	long	8/07/19	15/07/19	7	12.45	12.60		0.15	1.20	16.77
Leoni	short	16/11/15	23/11/15	7	34.73	36.05	33.42	-1.32	-3.79
	short	14/12/15	4/07/16	203	33.24	24.99	44.20	10.97	32.99
	short	10/06/19	8/07/19	28	13.52	13.78	13.26	-0.26	-1.92
	short	15/07/19	4/11/19	112	13.29	12.02	14.69	1.40	10.57
	short	26/10/20	9/11/20	14	5.04	5.98	4.11	-0.94	-18.55	13.02
Koenig & Bauer	long	4/07/16	18/07/16	14	43.24	44.51		1.27	2.94
	long	25/07/16	1/08/16	7	49.86	49.52		-0.34	-0.69
	short	2/03/20	3/08/20	154	20.94	19.00	23.08	2.14	10.21	12.66
Grammer	short	18/05/09	15/06/09	28	4.75	5.45	4.05	-0.70	-14.74
	short	6/07/09	13/07/09	7	5.25	5.35	5.15	-0.10	-1.90
	long	13/09/10	30/05/11	259	15.30	17.55		2.26	14.74
	short	27/07/15	9/11/15	105	26.26	23.68	29.13	2.87	10.92	6.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Zooplus	long	6/06/11	13/06/11	7	46.67	48.80		2.13	4.57	4.57
STS	short	25/11/19	16/12/19	21	5.00	4.79	5.22	0.22	4.39	4.39
Wacker Neuson	long	23/06/14	14/07/14	21	16.57	17.17		0.60	3.62	3.62
Telefonica D	short	1/08/16	21/11/16	112	3.70	3.57	3.83	0.13	3.53	3.53
Umweltbank	short	5/03/18	7/05/18	63	9.98	9.74	10.23	0.25	2.46	2.46
Sixt	long	21/04/14	5/05/14	14	28.93	28.89		-0.04	-0.14	-0.14
Nemetschek	long	28/07/14	4/08/14	7	6.35	6.13		-0.23	-3.61	-3.61
va-Q-tec	long	4/11/19	25/11/19	21	10.70	11.90		1.20	11.21
	long	16/12/19	2/03/20	77	14.25	11.05		-3.20	-22.46
	long	9/11/20	6/09/21	301	29.50	28.35		-1.15	-3.90
	long	6/02/23	20/03/23	42	24.65	21.80		-2.85	-11.56	-26.70
MTU Aero Engines	short	12/06/06	16/10/06	126	23.38	30.70	16.06	-7.32	-31.31	-31.31
Adva	short	14/04/14	21/04/14	7	3.20	3.21	3.20	-0.01	-0.22
	short	5/05/14	9/06/14	35	3.20	3.20	3.20	0.00	0.13
	short	16/06/14	23/06/14	7	3.14	3.10	3.18	0.04	1.29
	long	9/11/15	16/11/15	7	10.16	10.53		0.38	3.69
	long	23/11/15	14/12/15	21	11.10	9.86		-1.24	-11.14
	long	15/04/19	10/06/19	56	9.53	6.89		-2.64	-27.70	-32.59

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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