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Assessment - Bayrischer Aktienindex - 7/01/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	∅-RS
		BAX	801.962	8/12	-0.03	842.566	-4.82	800.169	42.397	5.30	5.86
		Morphosys	67.250	8/02		67.600	-0.52	33.420	34.180	102.27	86.20
	L	Siemens Energy	24.250	8/12	0.25	24.160	0.37	11.965	12.195	101.92	67.67
		Traton	26.700	8/12		30.700	-13.03	22.260	8.440	37.92	32.61
		CTS Eventim	77.000	8/12	-0.32	77.400	-0.52	59.300	18.100	30.52	21.89
		Nemetschek	87.400	8/12	0.52	92.350	-5.36	86.080	6.270	7.28	20.89
	L	Münchener Rück	439.200	8/12	1.01	466.900	-5.93	398.400	68.500	17.19	18.31
		Adidas	212.400	8/12	-1.03	219.500	-3.23	166.640	52.860	31.72	17.93
		Rational	866.500	8/12	1.40	771.000	12.39	740.000	31.000	4.19	17.09
	L	WashTec	36.400	8/12	-0.27	39.100	-6.91	32.400	6.700	20.68	14.72
		Mutares	31.250	8/12	0.16	34.900	-10.46	34.450	0.450	1.31	14.45
	L	AUTO1	8.125	8/12	0.18	6.350	27.95	4.090	2.260	55.26	13.81
	L	Cancom	30.360	8/12	-0.52	32.660	-7.04	29.400	3.260	11.09	13.52
	L	Koenig & Bauer	9.570	8/12	-4.20	13.580	-29.53	11.660	1.920	16.47	10.97
	L	Steico	26.850	8/12	0.56	29.000	-7.41	30.100	-1.100	-3.65	9.83
		MTU Aero Engines	258.600	8/12	0.23	236.600	9.30	209.600	27.000	12.88	9.60
		Hensoldt	34.640	8/12	0.99	35.200	-1.59	27.660	7.540	27.26	9.42
	L	SFC Energy	19.620	8/12	-0.71	19.740	-0.61	18.760	0.980	5.22	9.18
		Krones	117.800	8/12	0.68	118.200	-0.34	116.500	1.700	1.46	8.90
		Synlab	11.060	8/12	1.10	11.200	-1.25	11.810	-0.610	-5.17	8.07
		Siemens	157.200	8/12	0.01	177.120	-11.25	163.400	13.720	8.40	7.94
		Allianz	255.900	8/12		262.500	-2.51	249.850	12.650	5.06	7.44
		Scout24	68.550	8/12	0.51	70.850	-3.25	66.560	4.290	6.45	7.29
	L	Infineon	30.280	8/12	0.36	34.365	-11.89	34.655	-0.290	-0.84	7.08
		Pro7-Sat1	5.820	8/12	0.17	6.690	-13.00	5.512	1.178	21.37	3.13
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	∅-RS
		Siemens Healthineers	50.280	8/12	0.08	53.840	-6.61	51.380	2.460	4.79	2.97
		Atoss	135.800	8/12	0.74	110.600	22.78	114.000	-3.400	-2.98	1.25
		Stemmer Imaging	48.100	8/12	-0.21	34.700	38.62	28.900	5.800	20.07	0.13
		Adtran Networks	19.100	8/12		19.340	-1.24	20.050	-0.710	-3.54	-0.70
	L	Knaus Tabbert	32.050	8/12	-1.69	39.200	-18.24	41.650	-2.450	-5.88	-1.02
	S	Schaeffler	4.646	8/12	0.17	5.345	-13.08	5.580	-0.235	-4.21	-2.90
	L	Deutsche Pfandbrief	4.944	8/12	0.20	5.155	-4.09	5.765	-0.610	-10.58	-4.51
		Patrizia Immobilien	7.150	8/12	1.27	7.070	1.13	7.960	-0.890	-11.18	-6.31
	S	Siltronic	73.500	8/12	0.75	72.800	0.96	91.100	-18.300	-20.09	-6.97
	L	Dermapharm	35.150	8/12	0.29	35.800	-1.82	39.260	-3.460	-8.81	-7.56
	L	Puma	34.810	8/12	-0.29	43.690	-20.33	42.400	1.290	3.04	-9.25
		7C Solarparken	2.285	8/12	0.88	2.755	-17.06	3.425	-0.670	-19.56	-10.60
	S	BMW	78.980	8/12	-0.90	89.140	-11.40	93.310	-4.170	-4.47	-12.27
		Wacker Neuson	14.040	8/12	-0.28	15.100	-7.02	17.020	-1.920	-11.28	-14.56
	L	Umweltbank	5.640	8/12	-1.40	6.380	-11.60	8.240	-1.860	-22.57	-15.93
		Wacker Chemie	84.060	8/12	-0.33	101.650	-17.30	95.700	5.950	6.22	-16.31
	S	Vitesco Technologies	52.050	8/12	-0.10	59.850	-13.03	84.150	-24.300	-28.88	-19.51
	S	Medigene	1.100	8/12	0.46	1.115	-1.35	1.440	-0.325	-22.57	-23.51
	S	Sixt	60.750	8/12	-2.49	66.400	-8.51	93.450	-27.050	-28.95	-25.47
	S	BayWa	13.800	8/12	0.44	20.100	-31.34	28.500	-8.400	-29.47	-29.58
BAX - 44 out of 43 instruments rated - 7/01/24 / 1/22/24 - 25 did rise, Market-Ratio(23) = 56.82 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 23 - B/S = 27/38

1/06/20	scale up chart	7/01/24

Transactions Bayrischer Aktienindex * S23 - 27/38 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/07/06	217		- cash -
short	8/07/06	9/18/06	42		KUKA	100	617	16.188	14.982	17.491	1.303	8	10,804	96
9/18/06		11/26/07	434		- cash -
	11/26/07	5/05/08	161		Patrizia Immobilien	100	1,856	5.820	3.670	9.230	3.410	59	17,132	184
5/05/08		5/12/08	7		- cash -
	5/12/08	6/23/08	42		Pro7-Sat1	100	1,744	9.820	6.140	15.706	5.886	60	27,397	5,821
6/23/08		7/14/08	21		- cash -
	7/14/08	4/06/09	266		Pro7-Sat1	100	5,188	5.280	1.590	17.534	12.254	232	90,968	419
4/06/09		8/08/11	854		- cash -
	8/08/11	1/16/12	161		Phoenix Solar	100	6,997	13.000	2.290	73.799	60.799	468	516,380	5,024
1/16/12		10/13/14	1001		- cash -
	10/13/14	11/24/14	42		Phoenix Solar	100	260,929	1.979	1.690	2.317	0.338	17	604,678	294
11/24/14		8/24/15	273		- cash -
	8/24/15	8/31/15	7		Grammer	100	30,523	19.810	21.365	18.255	-1.555	-8	557,215	-99
8/31/15		10/15/18	1141		- cash -
	10/15/18	3/18/19	154		Osram Licht	100	17,353	32.110	37.900	26.320	-5.790	-18	456,741	-38
3/18/19		3/09/20	357		- cash -
	3/09/20	6/08/20	91		Leoni	100	65,155	7.010	8.695	5.325	-1.685	-24	346,955	-67
6/08/20		1/24/22	595		- cash -
	1/24/22	8/15/22	203		Morphosys	100	13,632	25.450	24.030	26.954	1.504	6	367,456	11
8/15/22		8/22/22	7		- cash -
	8/22/22	11/21/22	91		Koenig & Bauer	100	29,538	12.440	15.400	9.480	-2.960	-24	280,023	-66
11/21/22		9/25/23	308		- cash -
	9/25/23	12/04/23	70		Steico	100	10,874	25.750	29.550	21.950	-3.800	-15	238,702	-57
12/04/23		12/21/24	383		- cash -
accum	8/07/06	12/04/23	1330	days out of 6928 invested (19%)							2,287		238,702	139

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	8/08/11	1/16/12	161	13.00	2.29	73.80	60.80	467.69
		10/13/14	11/24/14	42	1.98	1.69	2.32	0.34	17.10	564.76
Pro7-Sat1		5/12/08	6/23/08	42	9.82	6.14	15.71	5.89	59.93
		7/14/08	4/06/09	266	5.28	1.59	17.53	12.25	232.08	431.10
Patrizia Immobilien		11/26/07	5/05/08	161	5.82	3.67	9.23	3.41	58.58	58.58
KUKA		8/07/06	9/18/06	42	16.19	14.98	17.49	1.30	8.05	8.05
Morphosys		1/24/22	8/15/22	203	25.45	24.03	26.95	1.50	5.91	5.91
Grammer		8/24/15	8/31/15	7	19.81	21.37	18.26	-1.56	-7.85	-7.85
Steico		9/25/23	12/04/23	70	25.75	29.55	21.95	-3.80	-14.76	-14.76
Osram Licht		10/15/18	3/18/19	154	32.11	37.90	26.32	-5.79	-18.03	-18.03
Koenig & Bauer		8/22/22	11/21/22	91	12.44	15.40	9.48	-2.96	-23.79	-23.79
Leoni		3/09/20	6/08/20	91	7.01	8.70	5.33	-1.69	-24.04	-24.04

Annotations

8/12/24	Morphosys	acquired by Novartis
6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
7/16/18	Cancom	stock split 1:2 (another one for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
3/20/17	BAX	GFK drops out (acquired by KKR)
12/16/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
3/10/16	WashTec	recording started (SDAX)
3/09/16	Pro7-Sat1	moves from MDAX to DAX
2/08/16	BayX40	complete analysis
12/21/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
9/04/15	Deutsche Pfandbrief	recording started (MDAX)
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/21/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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