Share-o-matic - Assessment PSI 20 (Portuguese Stock Index 20 )

Assessment - Portuguese Stock Index 20 in Japanese yen - 1/07/24 - RS = 9

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	⇓∅-RS
		PSI 20	1,136,266.173	12/08/24	0.09	1,142,766.956	-0.57	1,117,814.700	24,952.256	2.23	13.00
	L	Altri	821.480	12/08/24	-0.04	935.863	-12.22	877.604	58.259	6.64	26.00
		Banco Comercial	65.476	12/08/24	0.16	60.069	9.00	54.480	5.589	10.26	33.60
		Corticeira Amorim	1,547.640	12/08/24		1,570.170	-1.43	1,633.063	-62.892	-3.85	2.44
		CTT-Correios	726.161	12/08/24	0.24	730.493	-0.59	752.112	-21.619	-2.87	23.32
	L	Energias de Portugal	637.947	12/08/24	-0.43	615.590	3.63	599.347	16.243	2.71	-4.03
	L	EDP Renováveis	2,428.045	12/08/24	-0.92	2,301.530	5.50	2,191.918	109.612	5.00	-5.88
		Galp Energia	3,303.250	12/08/24	0.16	3,438.431	-3.93	3,411.696	26.735	0.78	50.22
		Greenvolt	1,447.122	12/08/24	0.60	1,473.118	-1.76	1,388.773	84.345	6.07	29.86
		Jerónimo Martins	2,811.056	12/08/24	0.81	3,330.980	-15.61	3,261.106	69.874	2.14	-4.24
		Mota-Engil	584.395	12/08/24	0.30	614.897	-4.96	710.784	-95.887	-13.49	9.87
		NOS	597.913	12/08/24	0.58	584.915	2.22	549.653	35.262	6.42	7.86
	L	Redes Energéticas	407.274	12/08/24	-0.42	396.009	2.84	378.984	17.024	4.49	4.17
		Semapa	2,478.304	12/08/24	0.56	2,526.831	-1.92	2,680.498	-153.668	-5.73	13.50
		Sonae	157.884	12/08/24	0.77	153.551	2.82	158.956	-5.405	-3.40	3.46
		The Navigator	625.988	12/08/24	0.84	671.049	-6.71	708.107	-37.058	-5.23	15.10
PSI 20 - 15 out of 15 instruments rated - 1/07/24 / 29/04/24 - 9 did rise, Market-Ratio(9) in JPY = 60.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 9 - B/S = 30/62

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

Transactions Portuguese Stock Index 20 in Japanese yen * S9 - 30/62 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		22/05/06	140		- cash -
short	22/05/06	24/07/06	63		Impresa	100	31	319.648	311.204	328.321	8.673	3	10,269	17
24/07/06		20/08/07	392		- cash -
	20/08/07	28/04/08	252		Pharol	100	6	1,502.280	1,245.063	1,812.635	310.355	21	12,131	31
28/04/08		9/06/08	42		- cash -
	9/06/08	26/01/09	231		Banco Comercial	100	10	1,180.040	413.940	3,364.004	2,183.964	185	33,971	423
26/01/09		9/03/09	42		- cash -
	9/03/09	13/04/09	35		Banco Comercial	100	101	333.992	404.524	263.460	-70.532	-21	26,847	-92
13/04/09		13/07/09	91		- cash -
	13/07/09	10/08/09	28		Semapa	100	35	749.548	897.939	601.157	-148.391	-20	21,653	-94
10/08/09		30/11/09	112		- cash -
	30/11/09	4/01/10	35		Redes Energéticas	100	56	383.677	402.596	364.758	-18.919	-5	20,594	-41
4/01/10		25/01/10	21		- cash -
	25/01/10	12/04/10	77		EDP Renováveis	100	25	811.726	749.748	878.827	67.101	8	22,271	46
12/04/10		10/05/10	28		- cash -
	10/05/10	19/07/10	70		Mota-Engil	100	78	285.412	245.149	332.288	46.876	16	25,928	121
19/07/10		3/01/11	168		- cash -
	3/01/11	31/01/11	28		Mota-Engil	100	134	192.118	222.008	162.229	-29.889	-16	21,922	-89
31/01/11		18/04/11	77		- cash -
	18/04/11	16/01/12	273		Teixeira Duarte	100	332	65.978	20.483	212.518	146.540	222	70,574	378
16/01/12		16/04/12	91		- cash -
	16/04/12	13/08/12	119		Banco Comercial	100	1,291	54.656	43.482	68.701	14.045	26	88,706	102
13/08/12		1/04/13	231		- cash -
	1/04/13	6/05/13	35		Banif	100	6,278	14.129	15.191	13.067	-1.062	-8	82,036	-56
6/05/13		24/06/13	49		- cash -
	24/06/13	12/08/13	49		Banif	100	6,516	12.589	1.547	102.469	89.880	714	667,697	> 999,999
12/08/13		2/06/14	294		- cash -
	2/06/14	16/02/15	259		Pharol	100	1,780	374.917	98.125	1,432.483	1,057.566	282	2,550,164	561
16/02/15		1/06/15	105		- cash -
	1/06/15	26/10/15	147		Pharol	100	36,738	69.414	51.094	94.303	24.889	36	3,464,523	114
26/10/15		14/12/15	49		- cash -
	14/12/15	21/03/16	98		Pharol	100	110,745	31.284	16.858	58.054	26.770	86	6,429,214	900
21/03/16		23/05/16	63		- cash -
	23/05/16	8/08/16	77		Pharol	100	419,644	15.321	19.301	11.340	-3.981	-26	4,758,769	-76
8/08/16		17/10/16	70		- cash -
	17/10/16	20/03/17	154		Banco Comercial	100	206,768	23.015	19.689	26.902	3.887	17	5,562,521	45
20/03/17		21/08/17	154		- cash -
	21/08/17	2/10/17	42		CTT-Correios	100	8,262	673.247	676.561	669.934	-3.314	0	5,535,143	-4
2/10/17		12/03/18	161		- cash -
	12/03/18	7/05/18	56		CTT-Correios	100	13,083	423.056	405.078	441.832	18.776	4	5,780,789	33
7/05/18		23/07/18	77		- cash -
	23/07/18	21/01/19	182		CTT-Correios	100	15,030	384.616	385.755	383.477	-1.139	0	5,763,665	-1
21/01/19		20/05/19	119		- cash -
	20/05/19	16/09/19	119		CTT-Correios	100	21,279	270.862	266.060	275.750	4.888	2	5,867,677	6
16/09/19		10/02/20	147		- cash -
	10/02/20	18/05/20	98		Pharol	100	491,726	11.933	7.893	18.039	6.106	51	8,870,356	366
18/05/20		21/09/20	126		- cash -
	21/09/20	23/11/20	63		Banco Comercial	100	829,136	10.698	13.918	7.479	-3.220	-30	6,200,784	-87
23/11/20		19/07/21	238		- cash -
	19/07/21	30/08/21	42		Pharol	100	480,420	12.907	12.408	13.426	0.519	4	6,450,026	41
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
30/08/21		20/12/21	112		- cash -
	20/12/21	31/01/22	42		Pharol	100	645,683	9.989	11.624	8.355	-1.635	-16	5,394,554	-79
31/01/22		7/03/22	35		- cash -
	7/03/22	28/03/22	21		Pharol	100	544,194	9.913	10.849	8.977	-0.936	-9	4,885,177	-82
28/03/22		1/08/22	126		- cash -
	1/08/22	28/11/22	119		CTT-Correios	100	10,821	451.419	454.456	448.382	-3.037	-1	4,852,312	-2
28/11/22		2/01/23	35		- cash -
	2/01/23	27/03/23	84		Pharol	100	634,162	7.652	7.878	7.425	-0.227	-3	4,708,597	-12
27/03/23		5/06/23	70		- cash -
	5/06/23	31/07/23	56		Altri	100	7,776	605.516	668.072	542.960	-62.556	-10	4,222,160	-51
31/07/23		21/08/23	21		- cash -
	21/08/23	28/08/23	7		EDP Renováveis	100	1,589	2,656.715	2,781.630	2,531.800	-124.915	-5	4,023,670	-92
28/08/23		3/07/25	675		- cash -
accum	22/05/06	28/08/23	2961	days out of 7122 invested (42%)							40,137		4,023,670	109

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Pharol	short	20/08/07	28/04/08	252	1,502.28	1,245.06	1,812.63	310.35	20.66
		2/06/14	16/02/15	259	374.92	98.13	1,432.48	1,057.57	282.08
		1/06/15	26/10/15	147	69.41	51.09	94.30	24.89	35.86
		14/12/15	21/03/16	98	31.28	16.86	58.05	26.77	85.57
		23/05/16	8/08/16	77	15.32	19.30	11.34	-3.98	-25.98
		10/02/20	18/05/20	98	11.93	7.89	18.04	6.11	51.17
		19/07/21	30/08/21	42	12.91	12.41	13.43	0.52	4.02
		20/12/21	31/01/22	42	9.99	11.62	8.35	-1.63	-16.36
		7/03/22	28/03/22	21	9.91	10.85	8.98	-0.94	-9.44
		2/01/23	27/03/23	84	7.65	7.88	7.42	-0.23	-2.96	894.25
Banif		1/04/13	6/05/13	35	14.13	15.19	13.07	-1.06	-7.52
		24/06/13	12/08/13	49	12.59	1.55	102.47	89.88	713.95	652.76
Teixeira Duarte		18/04/11	16/01/12	273	65.98	20.48	212.52	146.54	222.10	222.10
Banco Comercial		9/06/08	26/01/09	231	1,180.04	413.94	3,364.00	2,183.96	185.08
		9/03/09	13/04/09	35	333.99	404.52	263.46	-70.53	-21.12
		16/04/12	13/08/12	119	54.66	43.48	68.70	14.04	25.70
		17/10/16	20/03/17	154	23.01	19.69	26.90	3.89	16.89
		21/09/20	23/11/20	63	10.70	13.92	7.48	-3.22	-30.10	130.96
CTT-Correios		21/08/17	2/10/17	42	673.25	676.56	669.93	-3.31	-0.49
		12/03/18	7/05/18	56	423.06	405.08	441.83	18.78	4.44
		23/07/18	21/01/19	182	384.62	385.76	383.48	-1.14	-0.30
		20/05/19	16/09/19	119	270.86	266.06	275.75	4.89	1.80
		1/08/22	28/11/22	119	451.42	454.46	448.38	-3.04	-0.67	4.78
EDP Renováveis		25/01/10	12/04/10	77	811.73	749.75	878.83	67.10	8.27
		21/08/23	28/08/23	7	2,656.71	2,781.63	2,531.80	-124.92	-4.70	3.18
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Impresa		22/05/06	24/07/06	63	319.65	311.20	328.32	8.67	2.71	2.71
Mota-Engil		10/05/10	19/07/10	70	285.41	245.15	332.29	46.88	16.42
		3/01/11	31/01/11	28	192.12	222.01	162.23	-29.89	-15.56	-1.69
Redes Energéticas		30/11/09	4/01/10	35	383.68	402.60	364.76	-18.92	-4.93	-4.93
Altri		5/06/23	31/07/23	56	605.52	668.07	542.96	-62.56	-10.33	-10.33
Semapa		13/07/09	10/08/09	28	749.55	897.94	601.16	-148.39	-19.80	-19.80

Annotations

20/04/18	PSI 20	F.Ramada replaces Novabase
24/10/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
2/05/16	Navigator	name change, Portucel Soporcel before
19/04/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
23/12/15	PSI 20	Banif is excluded
21/09/15	PSI 20	complete analysis


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