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

Assessment - Bayrischer Aktienindex in Japanese yen - 1/07/24 - RS = 22

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
		BAX	138,986.430	12/08/24	-0.03	146,023.428	-4.82	129,114.097	16,909.331	13.10	11.48
		7C Solarparken	396.009	12/08/24	0.88	477.464	-17.06	535.585	-58.122	-10.85	-11.07
		Adidas	36,810.619	12/08/24	-1.03	38,041.106	-3.23	28,415.564	9,625.542	33.87	27.01
		Adtran Networks	3,310.183	12/08/24		3,351.777	-1.24	3,192.760	159.017	4.98	4.27
		Allianz	44,349.517	12/08/24		45,493.350	-2.51	39,358.749	6,134.601	15.59	18.63
		Atoss	23,535.226	12/08/24	0.74	19,167.865	22.78	19,435.927	-268.062	-1.38	5.87
	L	AUTO1	1,408.128	12/08/24	0.18	1,100.506	27.95	624.344	476.162	76.27	21.87
	S	BMW	13,687.866	12/08/24	-0.90	15,448.675	-11.40	15,151.243	297.433	1.96	-3.91
	S	BayWa	2,391.650	12/08/24	0.44	3,483.491	-31.34	4,860.977	-1,377.486	-28.34	-25.47
	L	Cancom	5,261.631	12/08/24	-0.52	5,660.239	-7.04	4,734.863	925.376	19.54	29.30
		CTS Eventim	13,344.716	12/08/24	-0.32	13,414.039	-0.52	9,729.936	3,684.103	37.86	28.43
	L	Dermapharm	6,091.776	12/08/24	0.29	6,204.426	-1.82	6,219.496	-15.070	-0.24	-0.96
	L	Deutsche Pfandbrief	856.835	12/08/24	0.20	893.403	-4.09	908.340	-14.937	-1.64	-2.46
		Hensoldt	6,003.389	12/08/24	0.99	6,100.442	-1.59	4,380.467	1,719.975	39.26	23.84
	L	Infineon	5,247.766	12/08/24	0.36	5,955.729	-11.89	5,351.066	604.664	11.30	9.80
	L	Knaus Tabbert	5,554.521	12/08/24	-1.69	6,793.674	-18.24	6,545.158	248.516	3.80	-8.39
	L	Koenig & Bauer	1,658.558	12/08/24	-4.20	2,353.523	-29.53	1,851.801	501.722	27.09	15.30
		Krones	20,415.682	12/08/24	0.68	20,485.006	-0.34	18,565.899	1,919.106	10.34	16.85
	S	Medigene	190.639	12/08/24	0.46	193.238	-1.35	225.090	-31.851	-14.15	-26.16
		Morphosys	11,654.963	2/08/24		11,715.621	-0.52	6,262.599	5,453.022	87.07	103.22
		MTU Aero Engines	44,817.449	12/08/24	0.23	41,004.673	9.30	35,311.926	5,692.747	16.12	24.47
	L	Münchener Rück	76,116.874	12/08/24	1.01	80,917.505	-5.93	63,136.829	17,780.676	28.16	29.34
		Mutares	5,415.875	12/08/24	0.16	6,048.449	-10.46	5,818.805	229.644	3.95	24.46
		Nemetschek	15,147.119	12/08/24	0.52	16,004.994	-5.36	13,498.989	2,506.005	18.56	34.03
		Patrizia Immobilien	1,239.152	12/08/24	1.27	1,225.288	1.13	1,227.616	-2.329	-0.19	-7.05
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
		Pro7-Sat1	1,008.653	12/08/24	0.17	1,159.431	-13.00	974.430	185.000	18.99	10.48
	L	Puma	6,032.851	12/08/24	-0.29	7,571.827	-20.33	6,066.244	1,505.583	24.82	-5.09
		Rational	150,171.382	12/08/24	1.40	133,620.468	12.39	115,019.179	18,601.289	16.17	21.91
	S	Schaeffler	805.189	12/08/24	0.17	926.331	-13.08	933.882	-7.551	-0.81	1.86
		Scout24	11,880.263	12/08/24	0.51	12,278.872	-3.25	10,785.143	1,493.729	13.85	18.24
	L	SFC Energy	3,400.303	12/08/24	-0.71	3,421.100	-0.61	2,902.219	518.881	17.88	6.53
		Siemens	27,244.018	12/08/24	0.01	30,696.313	-11.25	26,713.823	3,982.490	14.91	22.71
	L	Siemens Energy	4,202.719	12/08/24	0.25	4,187.121	0.37	2,195.821	1,991.301	90.69	88.22
		Siemens Healthineers	8,713.926	12/08/24	0.08	9,330.903	-6.61	8,342.682	988.221	11.85	13.84
	S	Siltronic	12,738.138	12/08/24	0.75	12,616.822	0.96	13,992.271	-1,375.448	-9.83	-1.81
	S	Sixt	10,528.461	12/08/24	-2.49	11,507.651	-8.51	14,718.624	-3,210.972	-21.82	-21.43
	L	Steico	4,653.320	12/08/24	0.56	5,025.932	-7.41	4,725.285	300.647	6.36	5.23
		Stemmer Imaging	8,336.115	12/08/24	-0.21	6,013.788	38.62	5,172.271	841.516	16.27	18.63
		Synlab	1,916.786	12/08/24	1.10	1,941.050	-1.25	1,874.150	66.899	3.57	17.18
		Traton	4,627.324	12/08/24		5,320.556	-13.03	3,604.626	1,715.930	47.60	45.74
	L	Umweltbank	977.457	12/08/24	-1.40	1,105.705	-11.60	1,222.827	-117.122	-9.58	-12.39
	S	Vitesco Technologies	9,020.681	12/08/24	-0.10	10,372.484	-13.03	12,818.931	-2,446.448	-19.08	-15.73
		Wacker Chemie	14,568.270	12/08/24	-0.33	17,616.758	-17.30	16,251.148	1,365.610	8.40	-3.60
		Wacker Neuson	2,433.244	12/08/24	-0.28	2,616.951	-7.02	2,710.653	-93.702	-3.46	-10.88
	L	WashTec	6,308.411	12/08/24	-0.27	6,776.343	-6.91	5,108.416	1,667.927	32.65	20.89
BAX - 44 out of 43 instruments rated - 1/07/24 / 29/01/24 - 31 did rise, Market-Ratio(22) in JPY = 70.45 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 22 - B/S = 62/50

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

Transactions Bayrischer Aktienindex in Japanese yen * L22 - 62/50 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		23/10/06	294		- cash -
long	23/10/06	10/09/07	322		Wirecard	100	15	659.208	1,206.264	547.056	83	18,206	98
10/09/07		27/04/09	595		- cash -
	27/04/09	8/06/09	42		Steico	100	50	360.304	585.735	225.431	63	29,477	6,723
8/06/09		15/06/09	7		- cash -
	15/06/09	20/06/11	735		Pro7-Sat1	100	50	582.065	2,127.581	1,545.516	266	106,753	90
20/06/11		25/07/11	35		- cash -
	25/07/11	8/08/11	14		Zooplus	100	16	6,601.196	5,453.591	-1,147.605	-17	88,391	-99
8/08/11		9/01/12	154		- cash -
	9/01/12	9/07/12	182		Wirecard	100	68	1,293.220	1,502.151	208.931	16	102,599	35
9/07/12		5/11/12	119		- cash -
	5/11/12	28/07/14	630		Morphosys	100	38	2,693.537	9,857.016	7,163.479	266	374,811	112
28/07/14		5/01/15	161		- cash -
	5/01/15	17/08/15	224		Patrizia Immobilien	100	200	1,869.899	3,349.391	1,479.492	79	670,709	159
17/08/15		26/10/15	70		- cash -
	26/10/15	11/01/16	77		Adtran Networks	100	512	1,308.124	1,299.322	-8.802	-1	666,203	-3
11/01/16		25/01/16	14		- cash -
	25/01/16	8/02/16	14		Koenig & Bauer	100	171	3,888.884	3,090.565	-798.319	-21	529,690	-100
8/02/16		29/02/16	21		- cash -
	29/02/16	28/03/16	28		Phoenix Solar	100	926	571.600	571.455	-0.145	0	529,556	0
28/03/16		20/06/16	84		- cash -
	20/06/16	27/06/16	7		Koenig & Bauer	100	94	5,574.932	4,826.842	-748.091	-13	459,235	-100
27/06/16		11/07/16	14		- cash -
	11/07/16	7/11/16	119		Koenig & Bauer	100	92	4,978.744	4,927.743	-51.001	-1	454,543	-3
7/11/16		28/11/16	21		- cash -
	28/11/16	5/03/18	462		Siltronic	100	104	4,334.817	15,815.200	11,480.383	265	1,648,503	178
5/03/18		7/05/18	63		- cash -
	7/05/18	18/06/18	42		SFC Energy	100	1,463	1,126.519	1,021.817	-104.702	-9	1,495,325	-57
18/06/18		6/08/18	49		- cash -
	6/08/18	13/08/18	7		Wirecard	100	69	21,383.505	21,438.099	54.594	0	1,499,092	14
13/08/18		27/08/18	14		- cash -
	27/08/18	10/09/18	14		Wirecard	100	59	25,200.830	23,998.685	-1,202.145	-5	1,428,165	-72
10/09/18		15/04/19	217		- cash -
	15/04/19	5/08/19	112		Adtran Networks	100	1,183	1,206.527	760.947	-445.579	-37	901,045	-78
5/08/19		4/11/19	91		- cash -
	4/11/19	2/03/20	119		va-Q-tec	100	696	1,294.486	1,331.437	36.951	3	926,762	9
2/03/20		10/08/20	161		- cash -
	10/08/20	2/11/20	84		va-Q-tec	100	402	2,301.567	3,145.278	843.712	37	1,265,934	288
2/11/20		16/11/20	14		- cash -
	16/11/20	4/10/21	322		va-Q-tec	100	280	4,518.007	3,619.673	-898.333	-20	1,014,401	-22
4/10/21		6/02/23	490		- cash -
	6/02/23	26/06/23	140		va-Q-tec	100	289	3,505.723	4,081.201	575.478	16	1,180,714	49
26/06/23		26/02/24	245		- cash -
	26/02/24	1/07/24	126		Morphosys	100	110	10,643.785	11,715.621	1,071.836	10	1,298,616	32
accum	23/10/06	1/07/24	4189	days out of 7122 invested (59%)						12,886		1,298,616	53

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Morphosys	long	5/11/12	28/07/14	630	2,693.54	9,857.02	7,163.48	265.95
		26/02/24	1/07/24	126	10,643.78	11,715.62	1,071.84	10.07	302.80
Pro7-Sat1		15/06/09	20/06/11	735	582.06	2,127.58	1,545.52	265.52	265.52
Siltronic		28/11/16	5/03/18	462	4,334.82	15,815.20	11,480.38	264.84	264.84
Wirecard		23/10/06	10/09/07	322	659.21	1,206.26	547.06	82.99
		9/01/12	9/07/12	182	1,293.22	1,502.15	208.93	16.16
		6/08/18	13/08/18	7	21,383.51	21,438.10	54.59	0.26
		27/08/18	10/09/18	14	25,200.83	23,998.69	-1,202.14	-4.77	102.93
Patrizia Immobilien		5/01/15	17/08/15	224	1,869.90	3,349.39	1,479.49	79.12	79.12
Steico		27/04/09	8/06/09	42	360.30	585.74	225.43	62.57	62.57
va-Q-tec		4/11/19	2/03/20	119	1,294.49	1,331.44	36.95	2.85
		10/08/20	2/11/20	84	2,301.57	3,145.28	843.71	36.66
		16/11/20	4/10/21	322	4,518.01	3,619.67	-898.33	-19.88
		6/02/23	26/06/23	140	3,505.72	4,081.20	575.48	16.42	31.10
Phoenix Solar		29/02/16	28/03/16	28	571.60	571.46	-0.15	-0.03	-0.03
SFC Energy		7/05/18	18/06/18	42	1,126.52	1,021.82	-104.70	-9.29	-9.29
Zooplus		25/07/11	8/08/11	14	6,601.20	5,453.59	-1,147.60	-17.38	-17.38
Koenig & Bauer		25/01/16	8/02/16	14	3,888.88	3,090.57	-798.32	-20.53
		20/06/16	27/06/16	7	5,574.93	4,826.84	-748.09	-13.42
		11/07/16	7/11/16	119	4,978.74	4,927.74	-51.00	-1.02	-31.90
Adtran Networks		26/10/15	11/01/16	77	1,308.12	1,299.32	-8.80	-0.67
		15/04/19	5/08/19	112	1,206.53	760.95	-445.58	-36.93	-37.36

Annotations

12/08/24	Morphosys	acquired by Novartis
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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