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

Assessment - Bayrischer Aktienindex in Swiss Franc - 5/10/21 - RS = 21

		⇓instrument	freshest		Δday	5/10/21	⇓ Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
		BAX	1,116.956	09:53	-1.29	1,161.103	-3.80	987.678	173.425	17.56	22.56
	L	Deutsche Pfandbrief	10.595	09:47	3.13	10.941	-3.16	9.444	1.497	15.86	41.95
	L	BayWa	43.983	09:46	2.29	45.186	-2.66	35.016	10.170	29.04	36.86
		SFC Energy	21.816	Thu	2.26	21.860	-0.20	16.269	5.591	34.37	24.84
		Pro7-Sat1	19.125	09:44	2.25	19.459	-1.71	14.443	5.016	34.73	47.08
		Infineon	34.234	09:43	2.17	34.519	-0.82	31.730	2.789	8.79	21.28
		Rational	844.864	09:45	2.14	842.457	0.29	774.133	68.324	8.83	25.62
		va-Q-tec	33.753	09:51	1.82	33.589	0.49	44.929	-11.340	-25.24	31.48
		Koenig & Bauer	28.064	09:39	1.79	30.416	-7.73	24.393	6.023	24.69	32.87
		Siemens	155.581	09:42	1.34	157.332	-1.11	121.426	35.905	29.57	25.59
		Atoss	173.962	09:52	1.27	192.562	-9.66	143.837	48.725	33.87	38.14
		Adva	10.941	09:49	1.21	10.941		7.499	3.442	45.90	39.83
	L	Telefonica D	2.818	09:46	1.18	2.730	3.25	2.449	0.281	11.47	5.53
		Adidas	315.265	09:42	1.16	313.405	0.59	309.761	3.644	1.18	9.58
		Wacker Chemie	136.872	09:46	1.05	136.380	0.36	118.625	17.755	14.97	43.29
	L	Krones	80.799	09:30	1.03	84.465	-4.34	68.956	15.509	22.49	28.20
		Siemens Energy	26.784	09:43	0.91	28.096	-4.67	27.636	0.460	1.67	-na-
		Münchener Rück	264.061	09:41	0.86	270.844	-2.50	256.859	13.985	5.44	7.69
		Allianz	237.310	09:43	0.79	235.450	0.79	206.845	28.605	13.83	16.63
		BMW	90.252	09:42	0.78	93.195	-3.16	77.478	15.717	20.29	31.17
	L	Leoni	11.882	09:43	0.74	13.818	-14.01	6.707	7.111	106.03	74.72
		Siltronic	155.636	09:46	0.71	158.262	-1.66	135.702	22.559	16.62	45.47
	L	Rhön-Klinikum	17.068	08:25	0.65	17.418	-2.01	17.756	-0.338	-1.90	-2.82
		CTS Eventim	57.834	09:45	0.61	58.512	-1.16	54.141	4.372	8.07	21.66
		Nemetschek	62.298	09:45	0.60	62.211	0.14	61.521	0.689	1.12	-4.98
		⇓instrument	freshest		Δday	5/10/21	⇓ Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
		Umweltbank	18.709	09:19	0.59	19.037	-1.72	14.276	4.761	33.35	31.75
		MTU Aero Engines	227.792	09:42	0.58	231.730	-1.70	221.951	9.780	4.41	24.51
	L	WashTec	61.707	08:58	0.53	63.567	-2.93	46.276	17.292	37.37	41.18
		Sixt	130.088	09:43	0.51	130.088		103.757	26.332	25.38	43.19
		Süss Microtec	26.094	09:53	0.42	28.611	-8.80	20.428	8.183	40.06	60.40
	L	Wacker Neuson	27.199	09:45	0.40	26.937	0.97	18.036	8.901	49.35	53.77
		Osram Licht	57.604	09:37	0.29	57.714	-0.19	55.854	1.860	3.33	12.23
	L	Linde	270.079	09:42	0.28	271.720	-0.60	221.735	49.985	22.54	21.52
		Westwing	46.631	09:43	0.28	47.199	-1.21	35.108	12.091	34.44	158.87
		Steico	91.139	09:53	0.12	89.935	1.34	54.087	35.848	66.28	75.77
		Dr. Hönle	51.368	09:39	0.11	52.681	-2.49	57.319	-4.638	-8.09	-2.11
		Puma	98.491	09:46	0.04	97.353	1.17	90.978	6.375	7.01	16.86
	L	Dermapharm	76.587	09:49		76.861	-0.36	57.459	19.401	33.77	39.26
	L	Sixt Leasing	17.768	07:02		18.031	-1.46	17.239	0.792	4.59	1.75
		7C Solarparken	4.398	09:41	-0.12	4.420	-0.50	4.719	-0.299	-6.34	4.67
	S	Morphosys	72.780	09:45	-0.18	73.217	-0.60	100.955	-27.738	-27.48	-29.62
		Siemens Healthineers	50.898	09:46	-0.21	51.729	-1.61	43.587	8.142	18.68	13.54
	S	Patrizia Immobilien	23.140	09:39	-0.47	23.633	-2.08	27.259	-3.626	-13.30	-5.00
		Traton	29.212	09:43	-0.67	27.943	4.54	24.673	3.270	13.25	32.57
		Cancom	51.302	09:44	-0.68	54.497	-5.86	46.588	7.909	16.98	5.42
	L	Schaeffler	8.053	09:45	-1.21	8.622	-6.60	6.669	1.952	29.27	23.23
	L	Scout24	70.154	09:45	-1.57	75.931	-7.61	71.595	4.335	6.06	2.43
		Stemmer Imaging	29.322	09:01	-1.83	29.650	-1.11	18.711	10.939	58.47	38.15
		Zooplus	240.046	09:43	-2.40	255.801	-6.16	173.035	82.765	47.83	44.26
		Medigene	4.300	09:24	-2.48	4.338	-0.88	3.749	0.589	15.70	-5.59
		⇓instrument	freshest		Δday	5/10/21	⇓ Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
		Hensoldt	1.825	09:46	-87.34	15.077	-87.90	15.192	-0.115	-0.76	-na-
BAX - 50 out of 50 instruments rated - 5/10/21 / 12/14/20 - 43 did rise, Market-Ratio(21) in CHF = 86.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

1/02/17	scale up chart	5/10/21

Transactions Bayrischer Aktienindex in Swiss Franc * 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
1/02/06		6/12/06	161		- cash -
short	6/12/06	10/16/06	126		MTU Aero Engines	100	274	36.382	48.902	23.861	-12.520	-34	6,569	-71
long	10/16/06	10/30/06	14		Wirecard	100	954	6.881	8.260		1.379	20	7,885	11,584
short	10/30/06	11/06/06	7		Phoenix Solar	100	371	21.239	21.669	20.808	-0.431	-2	7,725	-66
long	11/06/06	8/06/07	273		Wirecard	100	962	8.024	13.252		5.228	65	12,755	96
short	8/06/07	6/16/08	315		Patrizia Immobilien	100	640	19.927	5.715	69.485	49.558	249	44,472	325
long	6/16/08	6/23/08	7		Phoenix Solar	100	587	75.677	77.776		2.100	3	45,704	317
short	6/23/08	4/27/09	308		Pro7-Sat1	100	4,605	9.924	2.760	35.679	25.755	260	164,306	356
long	4/27/09	5/18/09	21		Steico	100	38,902	4.224	5.296		1.073	25	206,035	5,009
short	5/18/09	6/15/09	28		Grammer	100	28,664	7.188	8.244	6.132	-1.056	-15	175,766	-87
long	6/15/09	7/06/09	21		Pro7-Sat1	100	27,535	6.383	5.924		-0.459	-7	163,136	-73
short	7/06/09	7/13/09	7		Grammer	100	20,455	7.975	8.102	7.849	-0.126	-2	160,553	-56
long	7/13/09	2/08/10	210		Infineon	100	37,136	4.323	5.807		1.483	34	215,643	67
short	2/08/10	3/01/10	21		Phoenix Solar	100	5,114	42.164	41.637	42.699	0.534	1	218,374	24
long	3/01/10	5/24/10	84		Pro7-Sat1	100	13,551	16.115	17.407		1.292	8	235,889	40
short	5/24/10	6/07/10	14		Phoenix Solar	100	6,070	38.860	37.588	40.175	1.315	3	243,870	138
long	6/07/10	8/23/10	77		Cancom	100	64,688	3.770	4.628		0.858	23	299,378	164
short	8/23/10	9/13/10	21		Phoenix Solar	100	7,800	38.380	36.862	39.962	1.581	4	311,711	102
long	9/13/10	5/30/11	259		Grammer	100	15,756	19.783	21.336		1.553	8	336,179	11
short	5/30/11	6/06/11	7		Phoenix Solar	100	17,898	18.783	20.625	16.940	-1.842	-10	303,208	-100
long	6/06/11	6/13/11	7		Zooplus	100	5,323	56.955	59.032		2.077	4	314,266	547
short	6/13/11	1/02/12	203		Phoenix Solar	100	15,418	20.382	3.030	137.109	116.727	573	2,113,960	2,979
long	1/02/12	1/09/12	7		Wirecard	100	135,939	15.551	16.058		0.507	3	2,182,860	432
short	1/09/12	1/16/12	7		Phoenix Solar	100	843,401	2.588	2.765	2.411	-0.177	-7	2,033,778	-97
long	1/16/12	6/18/12	154		Wirecard	100	128,190	15.865	18.012		2.147	14	2,308,970	35
short	6/18/12	10/29/12	133		Phoenix Solar	100	1,201,387	1.922	1.246	2.965	1.043	54	3,562,113	229
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	10/29/12	6/24/13	238		KUKA	100	125,994	28.272	39.018		10.746	38	4,915,997	64
short	6/24/13	7/01/13	7		SFC Energy	100	844,027	5.824	5.716	5.935	0.111	2	5,009,473	167
long	7/01/13	4/14/14	287		Morphosys	100	92,318	54.263	70.862		16.599	31	6,541,870	40
short	4/14/14	4/21/14	7		Adva	100	1,679,483	3.895	3.918	3.873	-0.023	-1	6,503,799	-26
long	4/21/14	5/05/14	14		Sixt	100	184,196	35.309	35.182		-0.127	0	6,480,439	-9
short	5/05/14	6/09/14	35		Adva	100	1,662,947	3.897	3.898	3.896	-0.001	0	6,479,507	0
long	6/09/14	6/16/14	7		Cancom	100	269,161	24.073	22.411		-1.662	-7	6,032,063	-98
short	6/16/14	6/23/14	7		Adva	100	1,579,479	3.819	3.766	3.873	0.053	1	6,116,533	106
long	6/23/14	7/14/14	21		Wacker Neuson	100	303,438	20.157	20.856		0.699	3	6,328,634	81
short	7/14/14	7/28/14	14		Phoenix Solar	100	1,859,399	3.404	2.406	4.816	1.412	41	8,954,497	850,607
long	7/28/14	8/04/14	7		Nemetschek	100	1,159,951	7.720	7.454		-0.266	-3	8,646,423	-84
short	8/04/14	12/29/14	147		Phoenix Solar	100	3,861,251	2.239	1.879	2.669	0.429	19	10,303,749	55
long	12/29/14	7/27/15	210		KUKA	100	144,508	71.302	79.384		8.083	11	11,471,754	21
short	7/27/15	11/09/15	105		Grammer	100	409,038	28.046	25.541	30.797	2.751	10	12,596,943	38
long	11/09/15	11/16/15	7		Adva	100	1,149,858	10.955	11.362		0.407	4	13,064,540	569
short	11/16/15	11/23/15	7		Leoni	100	348,632	37.474	39.026	35.921	-1.552	-4	12,523,369	-89
long	11/23/15	12/14/15	21		Adva	100	1,042,523	12.013	10.677		-1.335	-11	11,131,330	-87
short	12/14/15	7/04/16	203		Leoni	100	309,259	35.994	27.059	47.878	11.884	33	14,806,656	67
long	7/04/16	7/18/16	14		Koenig & Bauer	100	316,244	46.820	48.436		1.616	3	15,317,551	142
short	7/18/16	7/25/16	7		Siltronic	100	970,427	15.784	15.877	15.692	-0.092	-1	15,227,941	-26
long	7/25/16	8/01/16	7		Koenig & Bauer	100	281,721	54.053	53.541		-0.513	-1	15,083,515	-39
short	8/01/16	11/21/16	112		Telefonica D	100	3,774,195	3.996	3.827	4.174	0.177	4	15,752,737	15
long	11/21/16	12/05/16	14		Siltronic	100	399,567	39.424	45.437		6.012	15	18,155,029	3,946
short	12/05/16	1/02/17	28		SFC Energy	100	7,553,982	2.403	2.110	2.738	0.335	14	20,682,803	447
long	1/02/17	3/05/18	427		Siltronic	100	431,104	47.976	139.964		91.987	192	60,338,939	150
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/05/18	5/07/18	63		Umweltbank	100	5,213,854	11.573	11.647	11.499	-0.074	-1	59,951,508	-4
long	5/07/18	5/14/18	7		SFC Energy	100	5,789,268	10.356	10.365		0.009	0	60,003,031	5
short	5/14/18	7/30/18	77		Osram Licht	100	995,460	60.277	43.489	83.544	23.267	39	83,164,544	370
long	7/30/18	8/06/18	7		Wirecard	100	448,728	185.334	191.317		5.983	3	85,849,352	424
short	8/06/18	4/15/19	252		Osram Licht	100	1,877,519	45.725	37.149	56.281	10.556	23	106m	35
long	4/15/19	6/10/19	56		Adva	100	9,769,028	10.817	7.715		-3.102	-29	75,364,102	-89
short	6/10/19	7/08/19	28		Leoni	100	4,978,447	15.138	15.351	14.926	-0.213	-1	74,305,816	-17
long	7/08/19	7/15/19	7		SFC Energy	100	5,357,671	13.869	13.970		0.101	1	74,848,007	46
short	7/15/19	11/04/19	112		Leoni	100	5,081,419	14.730	13.208	16.427	1.697	12	83,470,445	43
long	11/04/19	11/25/19	21		va-Q-tec	100	7,096,247	11.763	13.055		1.293	11	92,642,457	512
short	11/25/19	12/16/19	21		STS	100	16,878,942	5.489	5.251	5.737	0.248	5	96,832,803	116
long	12/16/19	3/02/20	77		va-Q-tec	100	6,201,831	15.614	11.805		-3.809	-24	73,212,221	-73
short	3/02/20	8/03/20	154		Koenig & Bauer	100	3,272,695	22.371	20.517	24.391	2.021	9	79,825,288	23
long	8/03/20	10/26/20	84		Steico	100	1,876,190	42.546	49.205		6.658	16	92,317,554	88
short	10/26/20	11/09/20	14		Leoni	100	17,086,730	5.403	6.440	4.366	-1.037	-19	74,598,957	-100
long	11/09/20	5/14/21	186		va-Q-tec	100	2,346,240	31.795	33.753		1.958	6	79,192,625	12
accum	6/12/06	5/14/21	5450	days out of 5611 invested (97%)							791,826		79,192,625	82

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	10/30/06	11/06/06	7	21.24	21.67	20.81	-0.43	-2.03
	long	6/16/08	6/23/08	7	75.68	77.78		2.10	2.77
	short	2/08/10	3/01/10	21	42.16	41.64	42.70	0.53	1.27
	short	5/24/10	6/07/10	14	38.86	37.59	40.17	1.31	3.38
	short	8/23/10	9/13/10	21	38.38	36.86	39.96	1.58	4.12
	short	5/30/11	6/06/11	7	18.78	20.62	16.94	-1.84	-9.81
	short	6/13/11	1/02/12	203	20.38	3.03	137.11	116.73	572.70
	short	1/09/12	1/16/12	7	2.59	2.76	2.41	-0.18	-6.83
	short	6/18/12	10/29/12	133	1.92	1.25	2.97	1.04	54.27
	short	7/14/14	7/28/14	14	3.40	2.41	4.82	1.41	41.49
	short	8/04/14	12/29/14	147	2.24	1.88	2.67	0.43	19.17	1,513.94
Pro7-Sat1	short	6/23/08	4/27/09	308	9.92	2.76	35.68	25.75	259.52
	long	6/15/09	7/06/09	21	6.38	5.92		-0.46	-7.19
	long	3/01/10	5/24/10	84	16.11	17.41		1.29	8.02	260.45
Patrizia Immobilien	short	8/06/07	6/16/08	315	19.93	5.71	69.49	49.56	248.70	248.70
Siltronic	short	7/18/16	7/25/16	7	15.78	15.88	15.69	-0.09	-0.59
	long	11/21/16	12/05/16	14	39.42	45.44		6.01	15.25
	long	1/02/17	3/05/18	427	47.98	139.96		91.99	191.74	234.26
Wirecard	long	10/16/06	10/30/06	14	6.88	8.26		1.38	20.03
	long	11/06/06	8/06/07	273	8.02	13.25		5.23	65.16
	long	1/02/12	1/09/12	7	15.55	16.06		0.51	3.26
	long	1/16/12	6/18/12	154	15.87	18.01		2.15	13.53
	long	7/30/18	8/06/18	7	185.33	191.32		5.98	3.23	139.92
Osram Licht	short	5/14/18	7/30/18	77	60.28	43.49	83.54	23.27	38.60
	short	8/06/18	4/15/19	252	45.72	37.15	56.28	10.56	23.09	70.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
KUKA	long	10/29/12	6/24/13	238	28.27	39.02		10.75	38.01
	long	12/29/14	7/27/15	210	71.30	79.38		8.08	11.34	53.65
Steico	long	4/27/09	5/18/09	21	4.22	5.30		1.07	25.40
	long	8/03/20	10/26/20	84	42.55	49.20		6.66	15.65	45.02
Infineon	long	7/13/09	2/08/10	210	4.32	5.81		1.48	34.31	34.31
Morphosys	long	7/01/13	4/14/14	287	54.26	70.86		16.60	30.59	30.59
SFC Energy	short	6/24/13	7/01/13	7	5.82	5.72	5.94	0.11	1.90
	short	12/05/16	1/02/17	28	2.40	2.11	2.74	0.33	13.92
	long	5/07/18	5/14/18	7	10.36	10.36		0.01	0.09
	long	7/08/19	7/15/19	7	13.87	13.97		0.10	0.73	17.04
Cancom	long	6/07/10	8/23/10	77	3.77	4.63		0.86	22.76
	long	6/09/14	6/16/14	7	24.07	22.41		-1.66	-6.91	14.28
Leoni	short	11/16/15	11/23/15	7	37.47	39.03	35.92	-1.55	-4.14
	short	12/14/15	7/04/16	203	35.99	27.06	47.88	11.88	33.02
	short	6/10/19	7/08/19	28	15.14	15.35	14.93	-0.21	-1.40
	short	7/15/19	11/04/19	112	14.73	13.21	16.43	1.70	11.52
	short	10/26/20	11/09/20	14	5.40	6.44	4.37	-1.04	-19.19	13.29
Koenig & Bauer	long	7/04/16	7/18/16	14	46.82	48.44		1.62	3.45
	long	7/25/16	8/01/16	7	54.05	53.54		-0.51	-0.95
	short	3/02/20	8/03/20	154	22.37	20.52	24.39	2.02	9.03	11.73
STS	short	11/25/19	12/16/19	21	5.49	5.25	5.74	0.25	4.52	4.52
Telefonica D	short	8/01/16	11/21/16	112	4.00	3.83	4.17	0.18	4.44	4.44
Zooplus	long	6/06/11	6/13/11	7	56.95	59.03		2.08	3.65	3.65
Wacker Neuson	long	6/23/14	7/14/14	21	20.16	20.86		0.70	3.47	3.47
Sixt	long	4/21/14	5/05/14	14	35.31	35.18		-0.13	-0.36	-0.36
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Grammer	short	5/18/09	6/15/09	28	7.19	8.24	6.13	-1.06	-14.69
	short	7/06/09	7/13/09	7	7.98	8.10	7.85	-0.13	-1.58
	long	9/13/10	5/30/11	259	19.78	21.34		1.55	7.85
	short	7/27/15	11/09/15	105	28.05	25.54	30.80	2.75	9.81	-0.57
Umweltbank	short	3/05/18	5/07/18	63	11.57	11.65	11.50	-0.07	-0.64	-0.64
Nemetschek	long	7/28/14	8/04/14	7	7.72	7.45		-0.27	-3.44	-3.44
va-Q-tec	long	11/04/19	11/25/19	21	11.76	13.06		1.29	10.99
	long	12/16/19	3/02/20	77	15.61	11.80		-3.81	-24.39
	long	11/09/20	5/14/21	186	31.80	33.75		1.96	6.16	-10.92
Adva	short	4/14/14	4/21/14	7	3.90	3.92	3.87	-0.02	-0.58
	short	5/05/14	6/09/14	35	3.90	3.90	3.90	-0.00	-0.01
	short	6/16/14	6/23/14	7	3.82	3.77	3.87	0.05	1.40
	long	11/09/15	11/16/15	7	10.96	11.36		0.41	3.71
	long	11/23/15	12/14/15	21	12.01	10.68		-1.34	-11.12
	long	4/15/19	6/10/19	56	10.82	7.71		-3.10	-28.68	-33.73
MTU Aero Engines	short	6/12/06	10/16/06	126	36.38	48.90	23.86	-12.52	-34.41	-34.41

Annotations

6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
7/16/18	Cancom	stock split 1:2 (another one for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
3/20/17	BAX	GFK drops out (acquired by KKR)
12/16/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
3/10/16	WashTec	recording started (SDAX)
3/09/16	Pro7-Sat1	moves from MDAX to DAX
3/04/16	Süss Microtec	returns to the TecDAX
2/08/16	BayX40	complete analysis
12/21/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
9/04/15	Sixt Leasing	recording started (SDAX)
	Deutsche Pfandbrief	recording started (MDAX)
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/21/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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