Share-o-matic - Assessment Nordic 30 (STOXX Nordic 30)

Assessment - STOXX Nordic 30 in Japanese yen - 1/07/24 - RS = 12

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/04/24	prc diff	⇓ Δ12	⇓∅-RS
		Stoxx Nordic 30	2,348,964.640	12/08/24	-0.46	2,448,426.101	-4.06	2,297,685.781	150,740.320	6.56	16.86
		Assa Abloy	4,648.107	12/08/24	0.13	4,563.016	1.86	4,390.134	172.883	3.94	20.67
	L	Atlas Copco A	2,691.769	12/08/24	0.28	3,020.738	-10.89	2,630.203	390.535	14.85	31.80
	L	Carlsberg B	18,628.922	12/08/24		19,614.284	-5.02	20,633.261	-1,018.977	-4.94	-1.78
		Coloplast	20,553.167	12/08/24	0.25	19,344.704	6.25	20,213.616	-868.912	-4.30	10.25
	S	DNB	3,249.941	12/08/24	0.14	3,212.099	1.18	3,073.388	138.710	4.51	10.23
	L	DSV	28,247.822	12/08/24		26,574.566	6.30	25,255.977	1,318.589	5.22	4.96
		EQT	4,810.692	12/08/24	-0.13	4,781.822	0.60	4,812.345	-30.523	-0.63	34.25
		Equinor	4,601.687	12/08/24	3.19	4,624.393	-0.49	4,201.432	422.960	10.07	5.35
	L	Ericsson	1,080.051	12/08/24	1.14	1,019.575	5.93	791.000	228.575	28.90	29.62
	L	Essity B	4,514.393	12/08/24	-0.97	4,192.262	7.68	3,679.268	512.994	13.94	17.34
	S	Evolution	15,158.391	12/08/24	-0.88	16,797.917	-9.76	18,741.002	-1,943.086	-10.37	0.38
		Genmab	42,319.444	12/08/24	0.89	40,309.213	4.99	45,299.526	-4,990.314	-11.02	-14.67
		Hexagon	1,530.122	12/08/24	-0.15	1,829.461	-16.36	1,782.190	47.271	2.65	18.48
	L	Investor	4,345.730	12/08/24	0.30	4,407.269	-1.40	3,778.358	628.910	16.65	35.67
	L	Kone	8,102.149	12/08/24	-0.32	8,006.830	1.19	7,118.286	888.544	12.48	13.90
	S	Neste	3,155.072	12/08/24	-1.54	2,921.973	7.98	4,495.673	-1,573.700	-35.00	-36.93
		NIBE Industrier	677.387	12/08/24	0.18	686.048	-1.26	707.275	-21.227	-3.00	-24.42
	L	Nokia	609.611	12/08/24	1.05	635.954	-4.14	529.794	106.160	20.04	17.25
		Nordea Bank	1,820.344	12/08/24	-0.13	1,977.611	-7.95	1,775.010	202.601	11.41	15.65
		Novo Nordisk	20,750.704	12/08/24	-2.80	23,346.575	-11.12	19,250.642	4,095.933	21.28	51.02
		Novonesis	9,974.468	12/08/24	0.12	9,816.438	1.61	8,585.044	1,231.394	14.34	30.20
	L	Ørsted	9,702.563	12/08/24	0.63	8,738.117	11.04	8,569.584	168.533	1.97	2.01
		Sampo	7,017.241	12/08/24	0.40	6,963.515	0.77	6,531.822	431.693	6.61	9.30
		Sandvik	3,078.478	12/08/24	-0.54	3,266.895	-5.77	3,499.757	-232.862	-6.65	9.46
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/04/24	prc diff	⇓ Δ12	⇓∅-RS
		S.E.B	2,289.865	12/08/24	-0.10	2,397.749	-4.50	2,142.649	255.099	11.91	26.12
	S	Svenska Handelsbank	1,552.155	12/08/24	0.29	1,546.837	0.34	1,589.754	-42.917	-2.70	9.32
		Swedbank	3,146.855	12/08/24	-0.86	3,382.376	-6.96	3,192.433	189.943	5.95	19.50
		UPM-Kymmene	5,152.447	12/08/24	0.17	5,693.168	-9.50	5,202.394	490.773	9.43	12.35
		Vestas Wind Systems	3,538.240	12/08/24	-7.76	3,767.151	-6.08	4,060.613	-293.462	-7.23	-1.45
		Volvo	3,885.325	12/08/24	-0.12	4,154.274	-6.47	4,217.803	-63.528	-1.51	19.93
Nordic 30 - 30 out of 30 instruments rated - 1/07/24 / 8/04/24 - 19 did rise, Market-Ratio(12) in JPY = 63.33 %

Technical Chart

	Nordic 30 RS = 12 - B/S = 76/48

4/01/21	scale up chart	1/07/24

Transactions STOXX Nordic 30 in Japanese yen * L12 - 76/48 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		28/08/06	238		- cash -
long	28/08/06	7/05/07	252		Carlsberg A	100	1	8,289.710	13,510.790	5,221.080	63	15,221	103
7/05/07		21/05/07	14		- cash -
	21/05/07	9/07/07	49		Volvo	100	6	2,493.801	2,760.294	266.493	11	16,820	113
9/07/07		28/04/08	294		- cash -
	28/04/08	16/06/08	49		Yara International	100	2	7,578.775	9,301.291	1,722.515	23	20,265	360
16/06/08		4/05/09	322		- cash -
	4/05/09	1/02/10	273		DNB	100	27	748.187	971.182	222.995	30	26,286	42
1/02/10		8/03/10	35		- cash -
	8/03/10	24/05/10	77		Coloplast	100	12	2,110.059	1,867.881	-242.178	-11	23,380	-44
24/05/10		26/07/10	63		- cash -
	26/07/10	21/02/11	210		Novo Nordisk	100	31	746.679	1,029.656	282.977	38	32,152	75
21/02/11		24/10/11	245		- cash -
	24/10/11	21/11/11	28		Equinor	100	16	1,933.718	1,870.763	-62.955	-3	31,145	-35
21/11/11		28/11/11	7		- cash -
	28/11/11	16/04/12	140		Equinor	100	16	1,879.353	2,062.727	183.374	10	34,079	27
16/04/12		6/08/12	112		- cash -
	6/08/12	3/06/13	301		Pandora	100	33	1,007.499	3,429.540	2,422.041	240	114,006	342
3/06/13		19/08/13	77		- cash -
	19/08/13	3/02/14	168		Pandora	100	31	3,590.559	5,739.243	2,148.684	60	180,615	177
3/02/14		28/04/14	84		- cash -
	28/04/14	19/05/14	21		Pandora	100	27	6,565.413	7,250.844	685.431	10	199,122	462
19/05/14		26/05/14	7		- cash -
	26/05/14	1/09/14	98		Pandora	100	26	7,523.604	7,893.010	369.406	5	208,727	20
1/09/14		3/11/14	63		- cash -
	3/11/14	15/12/14	42		Pandora	100	22	9,479.449	9,932.374	452.925	5	218,691	50
15/12/14		5/01/15	21		- cash -
	5/01/15	11/05/15	126		Pandora	100	22	9,688.843	12,655.711	2,966.868	31	283,962	117
11/05/15		2/05/16	357		- cash -
	2/05/16	16/05/16	14		Equinor	100	153	1,855.885	1,806.351	-49.534	-3	276,383	-51
16/05/16		5/09/16	112		- cash -
	5/09/16	17/10/16	42		Atlas Copco A	100	121	2,272.133	2,312.103	39.970	2	281,220	16
17/10/16		23/01/17	98		- cash -
	23/01/17	24/07/17	182		UPM-Kymmene	100	96	2,899.309	3,285.439	386.130	13	318,288	28
24/07/17		17/09/18	420		- cash -
	17/09/18	15/10/18	28		Ericsson	100	329	967.342	923.342	-44.000	-5	303,812	-45
15/10/18		11/02/19	119		- cash -
	11/02/19	27/05/19	105		Vestas Wind Systems	100	163	1,852.711	1,818.894	-33.818	-2	298,300	-6
27/05/19		28/10/19	154		- cash -
	28/10/19	2/03/20	126		Hennes & Mauritz	100	128	2,325.587	1,980.075	-345.511	-15	254,075	-37
2/03/20		8/06/20	98		- cash -
	8/06/20	2/11/20	147		Pandora	100	43	5,820.212	8,366.373	2,546.161	44	363,560	146
2/11/20		9/11/20	7		- cash -
	9/11/20	20/09/21	315		Pandora	100	37	9,660.835	13,962.526	4,301.691	45	522,722	53
20/09/21		30/05/22	252		- cash -
	30/05/22	6/06/22	7		Equinor	100	109	4,777.829	4,868.131	90.302	2	532,565	165
6/06/22		1/08/22	56		- cash -
	1/08/22	22/08/22	21		Equinor	100	108	4,912.180	5,391.653	479.473	10	584,348	405
22/08/22		12/09/22	21		- cash -
	12/09/22	19/09/22	7		Equinor	100	112	5,205.771	4,949.653	-256.118	-5	555,663	-93
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
19/09/22		5/12/22	77		- cash -
	5/12/22	27/03/23	112		Genmab	100	8	62,995.812	49,607.189	-13,388.624	-21	448,554	-54
27/03/23		1/01/24	280		- cash -
	1/01/24	3/06/24	154		Novo Nordisk	100	30	14,672.766	21,058.415	6,385.649	44	640,123	135
3/06/24		3/07/25	395		- cash -
accum	28/08/06	3/06/24	3094	days out of 7122 invested (43%)						6,301		640,123	63

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Pandora	long	6/08/12	3/06/13	301	1,007.50	3,429.54	2,422.04	240.40
		19/08/13	3/02/14	168	3,590.56	5,739.24	2,148.68	59.84
		28/04/14	19/05/14	21	6,565.41	7,250.84	685.43	10.44
		26/05/14	1/09/14	98	7,523.60	7,893.01	369.41	4.91
		3/11/14	15/12/14	42	9,479.45	9,932.37	452.93	4.78
		5/01/15	11/05/15	126	9,688.84	12,655.71	2,966.87	30.62
		8/06/20	2/11/20	147	5,820.21	8,366.37	2,546.16	43.75
		9/11/20	20/09/21	315	9,660.83	13,962.53	4,301.69	44.53	1,692.50
Novo Nordisk		26/07/10	21/02/11	210	746.68	1,029.66	282.98	37.90
		1/01/24	3/06/24	154	14,672.77	21,058.41	6,385.65	43.52	97.91
Carlsberg A		28/08/06	7/05/07	252	8,289.71	13,510.79	5,221.08	62.98	62.98
DNB		4/05/09	1/02/10	273	748.19	971.18	223.00	29.80	29.80
Yara International		28/04/08	16/06/08	49	7,578.78	9,301.29	1,722.52	22.73	22.73
UPM-Kymmene		23/01/17	24/07/17	182	2,899.31	3,285.44	386.13	13.32	13.32
Volvo		21/05/07	9/07/07	49	2,493.80	2,760.29	266.49	10.69	10.69
Equinor		24/10/11	21/11/11	28	1,933.72	1,870.76	-62.96	-3.26
		28/11/11	16/04/12	140	1,879.35	2,062.73	183.37	9.76
		2/05/16	16/05/16	14	1,855.88	1,806.35	-49.53	-2.67
		30/05/22	6/06/22	7	4,777.83	4,868.13	90.30	1.89
		1/08/22	22/08/22	21	4,912.18	5,391.65	479.47	9.76
		12/09/22	19/09/22	7	5,205.77	4,949.65	-256.12	-4.92	9.90
Atlas Copco A		5/09/16	17/10/16	42	2,272.13	2,312.10	39.97	1.76	1.76
Vestas Wind Systems		11/02/19	27/05/19	105	1,852.71	1,818.89	-33.82	-1.83	-1.83
Ericsson		17/09/18	15/10/18	28	967.34	923.34	-44.00	-4.55	-4.55
Coloplast		8/03/10	24/05/10	77	2,110.06	1,867.88	-242.18	-11.48	-11.48
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Hennes & Mauritz		28/10/19	2/03/20	126	2,325.59	1,980.08	-345.51	-14.86	-14.86
Genmab		5/12/22	27/03/23	112	62,995.81	49,607.19	-13,388.62	-21.25	-21.25

Annotations

13/09/23	Novo Nordisk	stock split 1:2 (two for one)
13/05/22	Atlas Copco A	splits 1:4 (four for one)
19/05/21	Hexagon	stock split 1:7 (seven for one)
	Investor	stock split 1:4 (four for one)
3/04/19	Neste Oil	stock split 1:3 (three for one)
19/06/18	Atlas Copco A	spin-off Epiroc
16/05/18	Statoil	is now called Equinor
19/09/16	Nordic 30	Vestas Wind Systems replaces Yara
5/09/15	Nordic 30	Pandora replaces Seadrill (market adjustment to index)
3/06/15	Assa Abloy	ex split 1:3 (three for one)
19/05/15	Svenska Handelsbank	ex Split 1:3 (three for one)
22/09/14	Nordic 30	Coloplast replaces Swedish Match.


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