Share-o-matic - Assessment MDAX (Mid-Cap-DAX)

Assessment - Mid-Cap-DAX - 7/01/24 - RS = 17

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
		MDAX	24,152.900	8/12/24	-0.40	25,244.700	-4.32	25,987.400	-742.700	-2.86	-3.85
		HelloFresh	5.400	8/12/24	7.14	4.810	12.27	11.890	-7.080	-59.55	-55.52
		Jenoptik	28.420	8/12/24	3.42	26.700	6.44	29.840	-3.140	-10.52	3.00
		Kion Group	33.700	8/12/24	2.09	39.180	-13.99	46.440	-7.260	-15.63	5.06
		Talanx	66.500	8/12/24	1.92	75.050	-11.39	65.950	9.100	13.80	14.33
		Freenet	25.020	8/12/24	1.46	25.140	-0.48	25.880	-0.740	-2.86	3.20
		Knorr-Bremse	70.800	8/12/24	1.36	70.850	-0.07	66.300	4.550	6.86	13.95
		RTL Group	28.350	8/12/24	1.25	28.550	-0.70	33.120	-4.570	-13.80	-12.03
	L	Bilfinger	48.250	8/12/24	1.15	49.450	-2.43	42.480	6.970	16.41	28.59
	L	Aurubis	64.400	8/12/24	1.02	77.550	-16.96	58.020	19.530	33.66	0.33
		Hensoldt	34.640	8/12/24	0.99	35.200	-1.59	34.180	1.020	2.98	9.42
		United Internet	17.050	8/12/24	0.89	20.320	-16.09	22.260	-1.940	-8.72	3.19
	S	Siltronic	73.500	8/12/24	0.75	72.800	0.96	87.550	-14.750	-16.85	-6.97
		Krones	117.800	8/12/24	0.68	118.200	-0.34	115.600	2.600	2.25	8.90
		GEA Group	40.280	8/12/24	0.55	39.260	2.60	38.130	1.130	2.96	2.86
		Nemetschek	87.400	8/12/24	0.52	92.350	-5.36	88.880	3.470	3.90	20.89
		Scout24	68.550	8/12/24	0.51	70.850	-3.25	68.720	2.130	3.10	7.29
		Redcare Pharmacy	139.000	8/12/24	0.36	111.000	25.23	129.000	-18.000	-13.95	-4.90
		Hella	86.300	8/12/24	0.23	85.900	0.47	81.100	4.800	5.92	10.07
		Befesa	26.540	8/12/24	0.15	32.020	-17.11	30.080	1.940	6.45	-4.61
		Ströer Media	57.950	8/12/24	0.09	60.000	-3.42	52.400	7.600	14.50	22.72
		Encavis	17.000	8/12/24		16.900	0.59	11.010	5.890	53.50	20.38
		Morphosys	67.250	8/02/24		67.600	-0.52	65.220	2.380	3.65	86.20
		Evonik Industries	18.085	8/12/24	-0.14	18.885	-4.24	17.190	1.695	9.86	3.31
	L	Puma	34.810	8/12/24	-0.29	43.690	-20.33	40.970	2.720	6.64	-9.25
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
		CTS Eventim	77.000	8/12/24	-0.32	77.400	-0.52	74.100	3.300	4.45	21.89
		Wacker Chemie	84.060	8/12/24	-0.33	101.650	-17.30	103.350	-1.700	-1.64	-16.31
		K+S	11.430	8/12/24	-0.52	12.590	-9.21	12.720	-0.130	-1.02	-15.82
		Aroundtown	2.034	8/12/24	-0.54	1.947	4.47	1.633	0.314	19.23	7.53
		Fraport	44.240	8/12/24	-0.58	47.940	-7.72	50.060	-2.120	-4.23	-1.52
		Fuchs	38.320	8/12/24	-0.62	42.320	-9.45	40.060	2.260	5.64	10.95
		Jungheinrich	28.020	8/12/24	-0.85	30.820	-9.09	31.960	-1.140	-3.57	1.48
	S	Deutsche Lufthansa	5.542	8/12/24	-1.21	5.756	-3.72	7.047	-1.291	-18.32	-22.27
		Hochtief	104.300	8/12/24	-1.23	106.800	-2.34	107.600	-0.800	-0.74	2.99
	S	SMA Solar	21.900	8/12/24	-1.26	26.480	-17.30	57.200	-30.720	-53.71	-30.04
	S	TeamViewer	12.400	8/12/24	-1.27	10.780	15.03	14.655	-3.875	-26.44	-24.66
		Fresenius MedCare	33.130	8/12/24	-1.31	35.880	-7.66	34.480	1.400	4.06	-3.75
		TAG Immobilien	14.110	8/12/24	-1.33	13.720	2.84	11.300	2.420	21.42	16.76
	S	Stabilus	41.550	8/12/24	-1.42	43.700	-4.92	60.750	-17.050	-28.07	-19.13
		Gerresheimer	97.300	8/12/24	-1.47	101.100	-3.76	108.400	-7.300	-6.73	-1.05
		thyssenkrupp	3.320	8/12/24	-1.63	4.093	-18.89	4.654	-0.561	-12.05	-28.91
	S	Bechtle	38.960	8/12/24	-1.86	41.340	-5.76	48.770	-7.430	-15.23	-0.64
		Lanxess	22.630	8/12/24	-1.91	23.080	-1.95	23.080	0.000	0.00	-15.33
		Aixtron	18.340	8/12/24	-2.19	17.960	2.12	28.320	-10.360	-36.58	-29.83
		LEG Immobilien	83.500	8/12/24	-2.36	76.100	9.72	69.120	6.980	10.10	9.21
	S	Sixt	60.750	8/12/24	-2.49	66.400	-8.51	88.700	-22.300	-25.14	-25.47
		Nordex	13.140	8/12/24	-2.81	11.510	14.16	11.570	-0.060	-0.52	11.66
	S	Evotec	5.390	8/12/24	-2.88	9.020	-40.24	13.405	-4.385	-32.71	-50.96
	L	Delivery Hero	20.860	8/12/24	-3.07	22.470	-7.17	22.160	0.310	1.40	-1.34
	S	Hugo Boss	36.400	8/12/24	-3.50	41.730	-12.77	63.680	-21.950	-34.47	-26.85
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
	S	Carl Zeiss Meditec	60.350	8/12/24	-5.33	66.250	-8.91	117.500	-51.250	-43.62	-29.17
MDAX - 50 out of 49 instruments rated - 7/01/24 / 3/04/24 - 23 did rise, Market-Ratio(17) = 46.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 17 - B/S = 75/48

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

Transactions Mid-Cap-DAX * L17 - 75/48 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		1/09/06	7		- cash -
long	1/09/06	6/12/06	154		Salzgitter	100	196	50.880	59.230	8.350	16	11,637	43
6/12/06		10/09/06	119		- cash -
	10/09/06	8/06/07	301		Salzgitter	100	146	79.690	144.160	64.470	81	21,049	105
8/06/07		5/19/08	287		- cash -
	5/19/08	6/23/08	35		K+S	100	267	78.718	89.188	10.470	13	23,845	268
6/23/08		5/18/09	329		- cash -
	5/18/09	8/23/10	462		MTU Aero Engines	100	915	26.050	45.185	19.135	73	41,353	55
8/23/10		9/13/10	21		- cash -
	9/13/10	6/13/11	273		Hugo Boss	100	1,273	32.470	56.370	23.900	74	71,778	109
6/13/11		1/23/12	224		- cash -
	1/23/12	5/21/12	119		Dürr	100	7,866	9.125	10.445	1.320	14	82,161	51
5/21/12		9/10/12	112		- cash -
	9/10/12	6/24/13	287		Dürr	100	5,909	13.903	21.555	7.653	55	127,380	75
6/24/13		8/05/13	42		- cash -
	8/05/13	5/19/14	287		Dürr	100	4,606	27.650	29.495	1.845	7	135,878	9
5/19/14		12/08/14	203		- cash -
	12/08/14	7/06/15	210		Ströer Media	100	5,882	23.100	43.450	20.350	88	255,576	200
7/06/15		5/16/16	315		- cash -
	5/16/16	6/27/16	42		Hochtief	100	2,255	113.300	107.150	-6.150	-5	241,708	-38
6/27/16		9/05/16	70		- cash -
	9/05/16	11/21/16	77		Südzucker	100	10,296	23.475	21.790	-1.685	-7	224,359	-30
11/21/16		2/20/17	91		- cash -
	2/20/17	9/04/17	196		Covestro	100	3,251	69.000	65.440	-3.560	-5	212,786	-9
9/04/17		12/11/17	98		- cash -
	12/11/17	3/05/18	84		Uniper	100	431	493.100	492.400	-0.700	0	212,484	-1
3/05/18		4/08/19	399		- cash -
	4/08/19	8/05/19	119		Evotec	100	8,349	25.450	23.810	-1.640	-6	198,792	-18
8/05/19		12/02/19	119		- cash -
	12/02/19	3/02/20	91		Dialog Semiconductor	100	4,461	44.560	31.070	-13.490	-30	138,613	-76
3/02/20		7/13/20	133		- cash -
	7/13/20	10/05/20	84		Delivery Hero	100	1,447	95.760	98.280	2.520	3	142,259	12
10/05/20		1/18/21	105		- cash -
	1/18/21	11/29/21	315		HelloFresh	100	2,226	63.900	94.500	30.600	48	210,375	57
11/29/21		1/16/23	413		- cash -
	1/16/23	5/08/23	112		Rheinmetall	100	974	215.900	265.000	49.100	23	258,198	95
5/08/23		10/11/25	887		- cash -
accum	1/09/06	5/08/23	3248	days out of 7222 invested (45%)						2,482		258,198	44

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Salzgitter	long	1/09/06	6/12/06	154	50.88	59.23	8.35	16.41
		10/09/06	8/06/07	301	79.69	144.16	64.47	80.90	110.59
Dürr		1/23/12	5/21/12	119	9.13	10.45	1.32	14.47
		9/10/12	6/24/13	287	13.90	21.56	7.65	55.04
		8/05/13	5/19/14	287	27.65	29.50	1.85	6.67	89.31
Ströer Media		12/08/14	7/06/15	210	23.10	43.45	20.35	88.10	88.10
Hugo Boss		9/13/10	6/13/11	273	32.47	56.37	23.90	73.61	73.61
MTU Aero Engines		5/18/09	8/23/10	462	26.05	45.19	19.14	73.45	73.45
HelloFresh		1/18/21	11/29/21	315	63.90	94.50	30.60	47.89	47.89
Rheinmetall		1/16/23	5/08/23	112	215.90	265.00	49.10	22.74	22.74
K+S		5/19/08	6/23/08	35	78.72	89.19	10.47	13.30	13.30
Delivery Hero		7/13/20	10/05/20	84	95.76	98.28	2.52	2.63	2.63
Uniper		12/11/17	3/05/18	84	493.10	492.40	-0.70	-0.14	-0.14
Covestro		2/20/17	9/04/17	196	69.00	65.44	-3.56	-5.16	-5.16
Hochtief		5/16/16	6/27/16	42	113.30	107.15	-6.15	-5.43	-5.43
Evotec		4/08/19	8/05/19	119	25.45	23.81	-1.64	-6.44	-6.44
Südzucker		9/05/16	11/21/16	77	23.48	21.79	-1.69	-7.18	-7.18
Dialog Semiconductor		12/02/19	3/02/20	91	44.56	31.07	-13.49	-30.27	-30.27

Annotations

8/12/24	Morphosys	acquired by Novartis
5/22/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
9/20/21	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
8/16/21	Bechtle	stock split 1:3 (three for one)
6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
3/19/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
7/24/17	Bechtle	stock split 1:2 (two for one)
12/19/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
8/11/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/22/16	Jungheinrich	stock split 1:3 (three for one)
3/10/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
3/09/16	K+S	moves from DAX to MDAX
12/21/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
9/21/15	Lanxess	moves from DAX to MDAX
9/07/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
8/20/15	MDAX	complete analysis
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/22/15	MDAX	Zalando replaces Bertrandt
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
2/26/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
1/30/15	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.
1/19/15	Hella	entry


	is taking down something concerning