Share-o-matic - Assessment Sustainability

Assessment - Sustainability in Japanese yen - 1/07/24 - RS = 41

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	SOM Sustainability	123,451.125	12/08/24	-0.76	126,929.984	-2.74	135,655.132	-8,725.148	-6.43	-2.38
		7C Solarparken	396.009	12/08/24	0.88	477.464	-17.06	523.362	-45.899	-8.77	-11.07
	L	Acciona Energías	3,490.423	12/08/24	-0.30	3,402.036	2.60	4,092.172	-690.136	-16.86	-11.68
		Aixtron	3,178.469	12/08/24	-2.19	3,112.612	2.12	5,389.921	-2,277.309	-42.25	-33.72
		Algonquin	831.284	12/08/24	-4.72	945.336	-12.06	1,052.659	-107.324	-10.20	-0.51
		Altus Power	475.029	12/08/24	-6.96	602.673	-21.18	872.314	-269.641	-30.91	-23.18
	L	Array Tech	1,135.868	12/08/24	-0.99	1,546.268	-26.54	3,560.103	-2,013.836	-56.57	-34.42
		Aspen Pharmacare	2,027.704	12/08/24	0.86	2,045.034	-0.85	1,294.591	750.443	57.97	36.07
		Ballard Power	295.123	12/08/24	-5.99	363.319	-18.77	588.219	-224.899	-38.23	-28.85
		BCPG	24.429	9/08/24		27.511	-11.20	42.243	-14.732	-34.88	-19.06
		Befesa	4,599.594	12/08/24	0.15	5,549.322	-17.11	4,736.310	813.012	17.17	9.53
	L	BillerudKorsnäs	1,609.136	12/08/24	0.95	1,495.934	7.57	1,151.730	344.204	29.89	13.71
	S	bioMérieux	16,750.218	12/08/24	-0.67	15,545.728	7.75	14,429.958	1,115.770	7.73	0.22
	L	Bloom Energy	1,799.939	12/08/24	-3.05	1,837.102	-2.02	2,135.767	-298.665	-13.98	-2.33
	L	Boiron	5,337.886	12/08/24	0.82	5,199.240	2.67	8,509.570	-3,310.330	-38.90	-20.39
	L	Boralex	4,055.301	12/08/24	0.09	3,940.074	2.92	3,619.133	320.941	8.87	15.96
	L	Brookfield Renewable	3,938.898	12/08/24	-0.45	3,980.051	-1.03	3,868.879	111.172	2.87	7.56
	L	BYD Company	4,419.281	12/08/24	-0.28	4,799.968	-7.93	4,664.185	135.783	2.91	13.88
		Cdn Nat Railway	17,895.531	12/08/24	-0.01	19,007.829	-5.85	17,106.536	1,901.293	11.11	6.53
	L	Canadian Solar	2,132.783	12/08/24	-2.51	2,263.658	-5.78	3,937.958	-1,674.300	-42.52	-31.76
	L	China Longyuan	139.790	12/08/24	-0.35	141.350	-1.10	115.503	25.847	22.38	25.28
		China Three Gorges R	105.386	12/08/24	-0.21	99.396	6.03	97.673	1.723	1.76	1.47
		Daqo New Energy	2,594.886	12/08/24	-4.74	2,312.130	12.23	4,667.100	-2,354.970	-50.46	-38.91
		Deckers Outdoor	148,373.823	12/08/24	3.15	152,897.908	-2.96	77,675.783	75,222.125	96.84	52.89
		Derichebourg	789.591	12/08/24	0.80	760.822	3.78	749.600	11.222	1.50	0.84
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		E.on	2,136.021	12/08/24	0.78	2,115.224	0.98	1,829.005	286.219	15.65	10.86
	L	eBay	9,017.470	12/08/24	-1.26	8,511.742	5.94	6,481.100	2,030.642	31.33	26.78
	S	Edisun Power Europe	13,142.262	12/08/24	1.38	14,215.100	-7.55	18,934.045	-4,718.945	-24.92	-20.02
	L	EDP Renováveis	2,428.045	12/08/24	-0.92	2,301.530	5.50	2,571.816	-270.286	-10.51	-5.88
	S	EJR	2,572.000	9/08/24	-0.87	2,607.000	-1.34	2,970.000	-363.000	-12.22	-9.57
		Encavis	2,946.236	12/08/24		2,928.905	0.59	2,117.131	811.775	38.34	28.59
		Encompass Health	14,034.357	12/08/24	1.33	13,791.996	1.76	10,197.659	3,594.337	35.25	30.10
		Energiekontor	10,138.518	12/08/24	-2.34	10,762.427	-5.80	13,324.819	-2,562.392	-19.23	-7.46
		Energy Recovery	2,682.136	12/08/24	-0.30	2,051.996	30.71	3,380.032	-1,328.036	-39.29	-23.44
	L	Enlight Renewable	259,236.272	12/08/24	-3.23	240,974.737	7.58	242,034.358	-1,059.621	-0.44	-3.47
	L	Enphase Energy	17,629.389	12/08/24	1.16	15,714.732	12.18	17,292.773	-1,578.041	-9.13	-10.37
		ERG	4,034.610	12/08/24		4,062.340	-0.68	3,921.665	140.675	3.59	0.46
	L	First Solar	35,421.968	12/08/24	3.51	35,984.247	-1.56	24,758.362	11,225.885	45.34	41.66
		FuelCell Energy	71.254	12/08/24	-1.61	98.641	-27.76	172.692	-74.050	-42.88	-46.00
	L	GCL Poly Energy	23.586	12/08/24		24.000	-1.72	25.681	-1.682	-6.55	0.10
	L	Geberit	93,479.927	12/08/24	-0.72	94,624.288	-1.21	74,534.278	20,090.009	26.95	15.21
	S	Geox	96.533	12/08/24	0.91	102.252	-5.59	112.093	-9.841	-8.78	-10.45
	L	Goldwind Sc&Tech	82.148	12/08/24	1.28	64.211	27.94	74.992	-10.781	-14.38	-6.09
	S	Green Plains RE	2,126.320	12/08/24	-0.38	2,510.867	-15.32	4,810.272	-2,299.405	-47.80	-31.02
		Greenvolt	1,447.122	12/08/24	0.60	1,473.118	-1.76	928.317	544.801	58.69	29.86
	L	Grenergy Renovables	5,970.461	12/08/24	1.32	5,970.461		3,915.350	2,055.111	52.49	40.54
	L	Hannon Armstrong SIC	4,881.164	12/08/24	-1.63	4,642.034	5.15	3,678.183	963.851	26.20	29.15
	L	Huaneng Renewables	95.586	12/08/24	0.22	119.792	-20.21	74.589	45.203	60.60	45.21
	L	INIT Innov. in Traff	6,585.704	12/08/24	-3.55	6,880.328	-4.28	4,152.165	2,728.163	65.70	37.54
		Innergex RE	1,111.122	12/08/24	-1.87	1,202.834	-7.62	1,361.556	-158.723	-11.66	14.06
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		Interface	2,635.279	12/08/24	-0.79	2,354.140	11.94	1,439.096	915.043	63.58	37.19
	L	JinkoSolar	3,045.678	12/08/24	-3.48	3,323.587	-8.36	4,329.097	-1,005.511	-23.23	-24.79
		Kadant	46,905.065	12/08/24	-1.48	46,911.528	-0.01	32,613.615	14,297.913	43.84	23.25
		Kingfisher	55,436.011	12/08/24	0.18	51,350.822	7.96	43,119.090	8,231.732	19.09	18.37
	L	Kurita Water	5,634.000	9/08/24	-9.14	6,864.000	-17.92	5,513.000	1,351.000	24.51	19.82
	L	L'Occitane	682.834	29/07/24	0.72	671.049	1.76	457.054	213.995	46.82	46.26
	S	LONGi Green Energy	309.059	12/08/24	0.87	311.721	-0.85	533.349	-221.628	-41.55	-32.60
	L	LTC Properties	5,800.523	12/08/24	-0.22	5,564.624	4.24	4,712.856	851.768	18.07	14.81
	L	Manawa Energy	407.961	12/08/24	2.46	404.038	0.97	384.412	19.627	5.11	1.38
	S	Maxeon Solar	23.638	12/08/24	-8.16	88.672	-73.34	1,943.887	-1,855.215	-95.44	-86.84
	L	Mayr-Melnhof	17,954.709	12/08/24	1.17	19,202.526	-6.50	20,492.435	-1,289.908	-6.29	-1.14
	L	McPhy Energy	402.075	8/08/24		420.272	-4.33	934.632	-514.360	-55.03	-19.53
		MillerKnoll	4,385.131	12/08/24	-3.49	4,275.260	2.57	2,677.457	1,597.803	59.68	23.31
	S	Molina Healthcare	54,558.847	12/08/24	-0.15	47,205.593	15.58	48,560.279	-1,354.686	-2.79	-7.99
	S	Natura Cosmeticos	474.428	12/08/24	-0.91	450.388	5.34	470.688	-20.300	-4.31	-5.52
	L	Nel	83.527	12/08/24	-1.99	92.185	-9.39	142.193	-50.008	-35.17	-5.09
	L	Neoen	6,651.561	12/08/24	-0.10	6,471.321	2.79	4,423.714	2,047.607	46.29	46.41
	L	Nextracker	6,298.172	12/08/24	-2.01	7,451.814	-15.48	6,159.333	1,292.481	20.98	14.28
		Nordex	2,277.267	12/08/24	-2.81	1,994.775	14.16	1,836.110	158.666	8.64	10.72
	L	Northland Power	2,751.350	12/08/24	-0.47	2,765.459	-0.51	2,620.147	145.312	5.55	7.93
	L	Ormat Technologies	11,586.504	12/08/24	-1.10	11,180.952	3.63	10,879.569	301.383	2.77	7.24
	L	Ørsted	9,702.563	12/08/24	0.63	8,738.117	11.04	8,624.890	113.227	1.31	2.01
	S	Pennon Group	120,002.419	12/08/24	-0.84	119,389.641	0.51	113,288.271	6,101.370	5.39	-5.58
	L	Plug Power	315.070	12/08/24	-1.02	368.390	-14.47	1,202.937	-834.547	-69.38	-44.28
	S	Potlatch	6,601.932	12/08/24	-1.99	6,104.283	8.15	6,981.463	-877.180	-12.56	-11.02
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		ReNew Energy Global	950.058	12/08/24	-0.84	982.373	-3.29	857.554	124.819	14.56	8.72
		Ricoh	1,254.500	9/08/24	2.12	1,404.000	-10.65	1,327.500	76.500	5.76	9.19
	L	Rockwool	63,769.662	12/08/24	-0.22	65,628.836	-2.83	34,832.100	30,796.736	88.41	57.85
	L	Scatec	1,280.601	12/08/24	-1.46	1,300.279	-1.51	929.042	371.237	39.96	31.27
	S	Severn Trent	513,508.224	12/08/24	-0.63	488,997.091	5.01	447,845.556	41,151.535	9.19	4.16
	L	SFC Energy	3,400.303	12/08/24	-0.71	3,421.100	-0.61	3,291.735	129.364	3.93	6.53
	L	Shimano	27,080.000	9/08/24	-0.48	25,065.000	8.04	20,670.000	4,395.000	21.26	12.58
	S	Shoals Technologies	828.877	12/08/24	0.20	987.220	-16.04	3,002.177	-2,014.957	-67.12	-50.36
	S	Sims Metal Managemt	1,041.228	12/08/24	-2.71	1,096.029	-5.00	1,302.427	-206.398	-15.85	-15.27
	L	Sino-American Sili	932.217	12/08/24	0.80	1,100.809	-15.32	762.178	338.631	44.43	29.56
	S	SMA Solar	3,795.445	12/08/24	-1.26	4,589.196	-17.30	10,033.083	-5,443.888	-54.26	-51.12
		Smith and Nephew	236,123.909	12/08/24	-0.86	199,275.506	18.49	191,894.592	7,380.915	3.85	1.59
	S	SolarEdge	3,464.156	12/08/24	1.13	3,872.940	-10.55	20,106.022	-16,233.082	-80.74	-68.81
	L	Solaria Energía	1,915.053	12/08/24	1.47	2,010.373	-4.74	2,270.271	-259.898	-11.45	-3.93
	L	Sprouts	15,540.231	12/08/24	-0.10	13,502.777	15.09	6,011.733	7,491.044	124.61	87.20
		Steelcase	1,985.750	12/08/24	-1.76	2,094.005	-5.17	1,290.021	803.984	62.32	28.35
	L	Steico	4,653.320	12/08/24	0.56	5,025.932	-7.41	3,978.500	1,047.432	26.33	5.23
	L	Sunnova Energy	1,069.623	12/08/24	-4.47	845.034	26.58	1,744.628	-899.593	-51.56	-30.74
	L	SunPower	32.315	12/08/24	-4.76	437.867	-92.62	999.250	-561.383	-56.18	-27.21
	L	Sunrun	2,800.085	12/08/24	-3.13	1,763.585	58.77	2,081.155	-317.570	-15.26	-10.32
		Svenska Cellulosa B	2,082.455	12/08/24	0.81	2,371.158	-12.18	1,966.545	404.612	20.57	13.79
		Tesla Motors	31,909.339	12/08/24	-1.26	33,908.015	-5.89	39,155.231	-5,247.215	-13.40	7.26
		Tomra Systems	2,394.694	12/08/24	0.13	1,992.046	20.21	1,822.536	169.510	9.30	11.90
	L	Trina Solar	384.715	12/08/24	0.58	379.834	1.29	615.216	-235.382	-38.26	-31.97
	L	Umweltbank	977.457	12/08/24	-1.40	1,105.705	-11.60	1,392.475	-286.770	-20.59	-12.39
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	United Natural Foods	1,990.597	12/08/24	-1.28	2,066.537	-3.67	2,739.449	-672.912	-24.56	-4.85
	L	United Renewable	56.032	12/08/24	0.89	65.701	-14.72	70.675	-4.973	-7.04	0.95
	L	Verbio	2,790.259	12/08/24	0.06	3,003.428	-7.10	6,550.317	-3,546.889	-54.15	-29.79
	L	Verbund	13,318.720	12/08/24	1.52	13,128.081	1.45	12,669.629	458.452	3.62	8.60
		Vestas Wind Systems	3,538.240	12/08/24	-7.76	3,767.151	-6.08	3,306.349	460.802	13.94	-1.45
	L	Voltalia	1,764.275	12/08/24	-0.97	1,590.967	10.89	2,263.956	-672.989	-29.73	4.89
		West Holdings	2,142.000	9/08/24	-1.38	2,485.000	-13.80	3,175.000	-690.000	-21.73	-7.06
	L	Xinte Energy	155.999	12/08/24	1.62	167.585	-6.91	299.490	-131.905	-44.04	-21.12
		Xinyi Solar	73.034	12/08/24	0.28	81.310	-10.18	112.922	-31.613	-27.99	-19.33
Sustainability - 108 out of 108 instruments rated - 1/07/24 / 18/09/23 - 55 did rise, Market-Ratio(41) in JPY = 50.93 %

Technical Chart

	Sustainability RS = 41 - B/S = 72/67

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

Transactions Sustainability in Japanese yen * L41 - 72/67 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		19/02/07	413		- cash -
long	19/02/07	26/02/07	7		Nordex	100	2	3,591.212	4,115.966	524.754	15	11,050	122,491
26/02/07		5/03/07	7		- cash -
	5/03/07	12/03/07	7		Nordex	100	3	3,301.974	3,964.063	662.089	20	13,036	> 999,999
12/03/07		19/03/07	7		- cash -
	19/03/07	30/07/07	133		Nordex	100	3	3,851.870	4,946.709	1,094.839	28	16,320	99
30/07/07		31/08/09	763		- cash -
	31/08/09	8/03/10	189		Aixtron	100	8	1,832.543	2,932.835	1,100.291	60	25,123	148
8/03/10		5/04/10	28		- cash -
	5/04/10	3/05/10	28		Green Plains RE	100	16	1,518.436	1,376.650	-141.786	-9	22,854	-72
3/05/10		21/03/11	322		- cash -
	21/03/11	9/05/11	49		Keurig Dr Pepper	100	4	4,963.628	6,168.079	1,204.452	24	27,672	404
9/05/11		18/03/13	679		- cash -
	18/03/13	16/12/13	273		SunPower	100	24	1,115.656	2,878.667	1,763.011	158	69,984	255
16/12/13		30/12/13	14		- cash -
	30/12/13	28/07/14	210		Plug Power	100	408	171.347	562.322	390.975	228	229,502	689
28/07/14		29/09/14	63		- cash -
	29/09/14	6/10/14	7		Plug Power	100	469	489.224	479.574	-9.650	-2	224,976	-65
6/10/14		30/09/19	1820		- cash -
	30/09/19	2/12/19	63		Enphase Energy	100	93	2,402.489	2,405.064	2.575	0	225,215	1
2/12/19		10/02/20	70		- cash -
	10/02/20	2/03/20	21		Tesla Motors	100	39	5,639.025	5,349.736	-289.289	-5	213,933	-60
2/03/20		20/07/20	140		- cash -
	20/07/20	6/09/21	413		Tesla Motors	100	18	11,745.963	26,854.011	15,108.049	129	485,878	108
6/09/21		3/07/25	1396		- cash -
accum	19/02/07	6/09/21	1400	days out of 7122 invested (20%)						4,759		485,878	175

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Plug Power	long	30/12/13	28/07/14	210	171.35	562.32	390.97	228.18
		29/09/14	6/10/14	7	489.22	479.57	-9.65	-1.97	221.70
SunPower		18/03/13	16/12/13	273	1,115.66	2,878.67	1,763.01	158.02	158.02
Tesla Motors		10/02/20	2/03/20	21	5,639.03	5,349.74	-289.29	-5.13
		20/07/20	6/09/21	413	11,745.96	26,854.01	15,108.05	128.62	116.89
Nordex		19/02/07	26/02/07	7	3,591.21	4,115.97	524.75	14.61
		5/03/07	12/03/07	7	3,301.97	3,964.06	662.09	20.05
		19/03/07	30/07/07	133	3,851.87	4,946.71	1,094.84	28.42	76.70
Aixtron		31/08/09	8/03/10	189	1,832.54	2,932.83	1,100.29	60.04	60.04
Keurig Dr Pepper		21/03/11	9/05/11	49	4,963.63	6,168.08	1,204.45	24.27	24.27
Enphase Energy		30/09/19	2/12/19	63	2,402.49	2,405.06	2.57	0.11	0.11
Green Plains RE		5/04/10	3/05/10	28	1,518.44	1,376.65	-141.79	-9.34	-9.34

Annotations

28/03/24	EJR	stock split 1:3 (three for one)
6/02/23	Enlight Renewable	reverse split 10:1 (one for ten)
25/08/22	Tesla Motors	stock split 1:3 (three for one)
27/05/22	Tomra Systems	stock split 1:2 (two for one)
29/07/21	United Renewable	reverse stock split 0.5658:1
1/04/21	GCL Poly Energy	suspended
14/12/20	Brookfield Renewable	Stock split 2:3 (three for two)
17/11/20	Daqo New Energy	stock split 1:5 (five for one)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/01/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
20/09/17	bioMérieux	stock split 1:3 (three for one)
18/09/17	Umweltbank	stock split 1:5 (five for one)
3/07/17	Xinjiang Goldwind	stock split 10:13 (thirteen for ten)
14/03/17	Sustainability	standard techniques were re-calculated.
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
8/08/16	Capital Stage	acquires Chorus Clean Energy
17/02/16	Nachhaltigkeit	Keurig Green Mountain drops out due to acquisition by JAB (Reimann).
25/01/16	HealthSouth	recording started
1/01/16	Sunrun	recording started
20/08/15	Nachhaltigkeit	complete analysis
20/07/15	eBay	spin-off of PayPal ratio 2790 : 3839
1/07/15	Scatec Solar	monitoring started


	is taking down something concerning