Share-o-matic - Assessment Europe 50 (STOXX Europe 50)

Assessment - STOXX Europe 50 in Pound sterling - 4/09/23 - RS = 26

historical assessment - show freshest

		instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	6/03/23	prc diff	⇓ Δ26	⇓∅-RS
		Stoxx 50	3,712.788	12/08/24	-0.16	3,390.935		3,476.870	-85.935	-2.47	2.21
	L	ABB	40.752	12/08/24	0.55	29.837		28.442	1.394	4.90	9.74
	S	Air Liquide	138.710	12/08/24	-0.79	142.265		132.078	10.187	7.71	12.62
		Airbus	114.318	12/08/24	-0.45	114.677		109.946	4.731	4.30	12.53
		Allianz	218.705	12/08/24		190.843		197.974	-7.131	-3.60	7.62
		Anheuser-Busch InBev	47.177	12/08/24	-0.47	43.903		50.687	-6.784	-13.38	-6.02
		ASML	670.558	12/08/24	0.08	527.148		523.732	3.416	0.65	6.41
	L	AstraZeneca	12,780.000	12/08/24	0.63	10,690.000		10,742.000	-52.000	-0.48	-2.71
		Axa	27.648	12/08/24	-0.77	23.695		26.715	-3.019	-11.30	1.33
		Banco Santander	3.495	12/08/24	-0.24	3.004		3.424	-0.419	-12.25	12.34
	S	BASF	35.280	12/08/24	-0.22	39.840		42.821	-2.981	-6.96	-2.49
	L	BAT	2,801.000	12/08/24		2,581.500		3,134.000	-552.500	-17.63	-13.25
	L	Bayer	22.187	12/08/24	-0.04	43.279		51.140	-7.860	-15.37	-7.09
		BNP Paribas	50.638	12/08/24		50.800		57.626	-6.826	-11.85	6.16
		BP	439.600	12/08/24	1.35	501.700		559.400	-57.700	-10.31	3.67
		Deutsche Post	30.802	12/08/24	-0.36	36.019		36.897	-0.878	-2.38	4.44
	L	Deutsche Telekom	21.135	12/08/24	0.49	16.799		19.043	-2.244	-11.78	-3.14
	S	Diageo	2,451.500	12/08/24	1.03	3,182.000		3,547.500	-365.500	-10.30	-10.74
		Enel	5.502	12/08/24	0.44	5.255		4.733	0.522	11.03	11.55
		EssilorLuxottica	177.169	12/08/24	-0.58	149.837		146.817	3.020	2.06	2.11
		Glencore	410.250	12/08/24	1.27	436.000		502.500	-66.500	-13.23	-9.63
		GSK	1,572.000	12/08/24	0.42	1,373.600		1,439.400	-65.800	-4.57	-2.12
		Hermes International	1,714.428	12/08/24	-0.50	1,608.793		1,545.372	63.421	4.10	12.42
	L	HSBC	643.900	12/08/24	0.22	585.800		617.800	-32.000	-5.18	5.33
	L	Iberdrola	10.346	12/08/24	0.29	9.175		9.468	-0.294	-3.10	-3.56
		instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	6/03/23	prc diff	⇓ Δ26	⇓∅-RS
		ING Groep	13.018	12/08/24	0.21	11.085		11.971	-0.886	-7.40	11.03
		L´Oreal	321.904	12/08/24	-1.59	346.774		335.651	11.123	3.31	5.70
	S	LVMH	542.788	12/08/24	-0.14	660.303		732.089	-71.786	-9.81	-0.43
	S	Mercedes-Benz	49.125	12/08/24	-0.57	56.834		67.237	-10.403	-15.47	-1.34
	L	Münchener Rück	375.362	12/08/24	1.01	303.572		293.900	9.671	3.29	12.96
	S	National Grid	978.400	12/08/24	-0.04	978.200		1,034.000	-55.800	-5.40	-5.03
	L	Nestlé	79.373	12/08/24	-0.40	94.059		93.619	0.440	0.47	-3.31
	L	Novartis	86.626	12/08/24	0.16	79.722		70.633	9.089	12.87	6.47
		Novo Nordisk	102.384	12/08/24	-2.80	75.151		60.098	15.053	25.05	31.75
	L	Prosus	28.075	12/08/24	1.77	25.494		28.370	-2.875	-10.14	0.34
		Reckitt Benckiser	4,180.000	12/08/24		5,698.000		5,784.000	-86.000	-1.49	-4.54
		RELX	3,531.000	12/08/24	0.57	2,584.000		2,535.000	49.000	1.93	6.17
	L	Richemont	114.797	12/08/24	1.22	112.469		132.359	-19.890	-15.03	-1.13
		Rio Tinto	4,942.000	12/08/24	0.56	5,000.000		5,972.000	-972.000	-16.28	-4.62
	L	Roche	248.758	12/08/24	0.25	230.714		241.358	-10.644	-4.41	-9.85
		Safran	164.264	12/08/24	-0.18	124.847		120.488	4.359	3.62	13.93
		Sanofi	81.764	12/08/24	-0.60	83.781		79.137	4.645	5.87	5.50
		SAP	161.785	12/08/24	-0.33	109.395		99.351	10.044	10.11	16.12
		Schneider Electric	180.545	12/08/24	0.38	134.402		138.041	-3.639	-2.64	6.43
		Shell	28.225	12/08/24	0.93	24.776		25.982	-1.206	-4.64	3.94
		Siemens	134.351	12/08/24	0.01	118.061		130.906	-12.845	-9.81	1.03
		TotalEnergies	52.749	12/08/24	0.60	50.185		52.622	-2.437	-4.63	3.80
		UBS	22.252	12/08/24	0.44	21.231		18.492	2.739	14.81	34.36
	L	Unilever Plc	4,714.000	12/08/24	-0.34	4,026.000		4,107.000	-81.000	-1.97	-2.14
	S	Vinci	87.730	12/08/24	-0.77	87.841		96.902	-9.061	-9.35	0.20
		instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	6/03/23	prc diff	⇓ Δ26	⇓∅-RS
	L	Zurich Insurance	416.118	12/08/24	0.85	369.196		396.765	-27.568	-6.95	-3.13
Europe 50 - 50 out of 50 instruments rated - 4/09/23 / 6/03/23 - 17 did rise, Market-Ratio(26) in GBP = 34.00 %

Technical Chart

	Europe 50 RS = 26 - B/S = 20/39

3/01/22	scale up chart	1/07/24

Transactions STOXX Europe 50 in Pound sterling * S26 - 20/39 (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		21/01/08	749		- cash -
short	21/01/08	11/08/08	203		UBS	100	533	18.759	11.150	31.560	12.802	68	16,823	155
11/08/08		25/08/08	14		- cash -
	25/08/08	15/09/08	21		UBS	100	1,501	11.202	9.916	12.656	1.454	13	19,005	734
15/09/08		29/09/08	14		- cash -
	29/09/08	27/04/09	210		Lloyds Bank	100	8,748	2.173	1.005	4.696	2.524	116	41,083	282
27/04/09		8/08/11	833		- cash -
	8/08/11	26/12/11	140		Lloyds Bank	100	125,215	0.328	0.250	0.430	0.102	31	53,880	103
26/12/11		24/08/15	1337		- cash -
	24/08/15	22/02/16	182		Rio Tinto	100	2,500	21.545	20.510	22.632	1.087	5	56,598	10
22/02/16		23/05/16	91		- cash -
	23/05/16	4/07/16	42		Credit Suisse	100	5,919	9.562	8.022	11.397	1.835	19	67,459	360
4/07/16		7/01/19	917		- cash -
	7/01/19	4/03/19	56		BAT	100	2,726	24.745	28.715	20.775	-3.970	-16	56,637	-68
4/03/19		9/03/20	371		- cash -
	9/03/20	7/09/20	182		Anheuser-Busch InBev	100	1,517	37.311	44.258	30.364	-6.947	-19	46,098	-34
7/09/20		3/10/22	756		- cash -
	3/10/22	7/11/22	35		Adidas	100	445	103.461	100.036	107.003	3.542	3	47,675	42
7/11/22		23/10/23	350		- cash -
	23/10/23	27/11/23	35		Adyen	100	80	594.694	945.900	243.488	-351.206	-59	19,578	-100
27/11/23		21/07/26	967		- cash -
accum	21/01/08	27/11/23	1106	days out of 7505 invested (15%)							96		19,578	25

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Lloyds Bank	short	29/09/08	27/04/09	210	2.17	1.01	4.70	2.52	116.17
		8/08/11	26/12/11	140	0.33	0.25	0.43	0.10	31.15	183.51
UBS		21/01/08	11/08/08	203	18.76	11.15	31.56	12.80	68.24
		25/08/08	15/09/08	21	11.20	9.92	12.66	1.45	12.98	90.07
Credit Suisse		23/05/16	4/07/16	42	9.56	8.02	11.40	1.83	19.19	19.19
Rio Tinto		24/08/15	22/02/16	182	21.55	20.51	22.63	1.09	5.05	5.05
Adidas		3/10/22	7/11/22	35	103.46	100.04	107.00	3.54	3.42	3.42
BAT		7/01/19	4/03/19	56	24.75	28.72	20.78	-3.97	-16.04	-16.04
Anheuser-Busch InBev		9/03/20	7/09/20	182	37.31	44.26	30.36	-6.95	-18.62	-18.62
Adyen		23/10/23	27/11/23	35	594.69	945.90	243.49	-351.21	-59.06	-59.06

Annotations

19/02/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
13/09/23	Novo Nordisk	stock split 1:2 (two for one)
18/07/22	GlaxoSmithKline	demergers OTC business -> Haleon
24/09/18	Europe 50	Safran replaces Imperial Brands
31/05/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
21/09/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
14/09/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
5/09/15	Europe 50	complete analysis
9/07/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
22/09/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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