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

Assessment - Bayrischer Aktienindex in Japanese yen - 1/07/24 - RS = 23

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/01/24	prc diff	⇓ Δ23	⇓∅-RS
		BAX	138,986.430	12/08/24	-0.03	146,023.428	-4.82	129,022.450	17,000.978	13.18	11.48
		7C Solarparken	396.009	12/08/24	0.88	477.464	-17.06	552.261	-74.797	-13.54	-11.07
		Adidas	36,810.619	12/08/24	-1.03	38,041.106	-3.23	26,869.700	11,171.406	41.58	27.01
		Adtran Networks	3,310.183	12/08/24		3,351.777	-1.24	3,232.942	118.835	3.68	4.27
		Allianz	44,349.517	12/08/24		45,493.350	-2.51	40,286.813	5,206.537	12.92	18.63
		Atoss	23,535.226	12/08/24	0.74	19,167.865	22.78	18,381.816	786.049	4.28	5.87
	L	AUTO1	1,408.128	12/08/24	0.18	1,100.506	27.95	659.488	441.018	66.87	21.87
	S	BMW	13,687.866	12/08/24	-0.90	15,448.675	-11.40	15,045.678	402.997	2.68	-3.91
	S	BayWa	2,391.650	12/08/24	0.44	3,483.491	-31.34	4,595.454	-1,111.963	-24.20	-25.47
	L	Cancom	5,261.631	12/08/24	-0.52	5,660.239	-7.04	4,740.574	919.666	19.40	29.30
		CTS Eventim	13,344.716	12/08/24	-0.32	13,414.039	-0.52	9,561.769	3,852.270	40.29	28.43
	L	Dermapharm	6,091.776	12/08/24	0.29	6,204.426	-1.82	6,330.439	-126.013	-1.99	-0.96
	L	Deutsche Pfandbrief	856.835	12/08/24	0.20	893.403	-4.09	929.572	-36.169	-3.89	-2.46
		Hensoldt	6,003.389	12/08/24	0.99	6,100.442	-1.59	4,460.009	1,640.433	36.78	23.84
	L	Infineon	5,247.766	12/08/24	0.36	5,955.729	-11.89	5,587.911	367.819	6.58	9.80
	L	Knaus Tabbert	5,554.521	12/08/24	-1.69	6,793.674	-18.24	6,715.813	77.861	1.16	-8.39
	L	Koenig & Bauer	1,658.558	12/08/24	-4.20	2,353.523	-29.53	1,880.105	473.418	25.18	15.30
		Krones	20,415.682	12/08/24	0.68	20,485.006	-0.34	18,784.926	1,700.080	9.05	16.85
	S	Medigene	190.639	12/08/24	0.46	193.238	-1.35	232.191	-38.953	-16.78	-26.16
		Morphosys	11,654.963	2/08/24		11,715.621	-0.52	5,388.774	6,326.846	117.41	103.22
		MTU Aero Engines	44,817.449	12/08/24	0.23	41,004.673	9.30	33,796.742	7,207.930	21.33	24.47
	L	Münchener Rück	76,116.874	12/08/24	1.01	80,917.505	-5.93	64,239.610	16,677.896	25.96	29.34
		Mutares	5,415.875	12/08/24	0.16	6,048.449	-10.46	5,554.856	493.593	8.89	24.46
		Nemetschek	15,147.119	12/08/24	0.52	16,004.994	-5.36	13,879.884	2,125.110	15.31	34.03
		Patrizia Immobilien	1,239.152	12/08/24	1.27	1,225.288	1.13	1,283.502	-58.215	-4.54	-7.05
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/01/24	prc diff	⇓ Δ23	⇓∅-RS
		Pro7-Sat1	1,008.653	12/08/24	0.17	1,159.431	-13.00	888.777	270.654	30.45	10.48
	L	Puma	6,032.851	12/08/24	-0.29	7,571.827	-20.33	6,836.746	735.081	10.75	-5.09
		Rational	150,171.382	12/08/24	1.40	133,620.468	12.39	119,320.560	14,299.908	11.98	21.91
	S	Schaeffler	805.189	12/08/24	0.17	926.331	-13.08	899.742	26.590	2.96	1.86
		Scout24	11,880.263	12/08/24	0.51	12,278.872	-3.25	10,732.401	1,546.471	14.41	18.24
	L	SFC Energy	3,400.303	12/08/24	-0.71	3,421.100	-0.61	3,024.937	396.162	13.10	6.53
		Siemens	27,244.018	12/08/24	0.01	30,696.313	-11.25	26,347.270	4,349.043	16.51	22.71
	L	Siemens Energy	4,202.719	12/08/24	0.25	4,187.121	0.37	1,929.284	2,257.837	117.03	88.22
		Siemens Healthineers	8,713.926	12/08/24	0.08	9,330.903	-6.61	8,284.717	1,046.186	12.63	13.84
	S	Siltronic	12,738.138	12/08/24	0.75	12,616.822	0.96	14,689.328	-2,072.506	-14.11	-1.81
	S	Sixt	10,528.461	12/08/24	-2.49	11,507.651	-8.51	15,068.252	-3,560.601	-23.63	-21.43
	L	Steico	4,653.320	12/08/24	0.56	5,025.932	-7.41	4,853.444	172.488	3.55	5.23
		Stemmer Imaging	8,336.115	12/08/24	-0.21	6,013.788	38.62	4,659.952	1,353.836	29.05	18.63
		Synlab	1,916.786	12/08/24	1.10	1,941.050	-1.25	1,904.292	36.758	1.93	17.18
		Traton	4,627.324	12/08/24		5,320.556	-13.03	3,589.291	1,731.264	48.23	45.74
	L	Umweltbank	977.457	12/08/24	-1.40	1,105.705	-11.60	1,328.651	-222.946	-16.78	-12.39
	S	Vitesco Technologies	9,020.681	12/08/24	-0.10	10,372.484	-13.03	13,568.683	-3,196.199	-23.56	-15.73
		Wacker Chemie	14,568.270	12/08/24	-0.33	17,616.758	-17.30	15,431.051	2,185.707	14.16	-3.60
		Wacker Neuson	2,433.244	12/08/24	-0.28	2,616.951	-7.02	2,744.373	-127.422	-4.64	-10.88
	L	WashTec	6,308.411	12/08/24	-0.27	6,776.343	-6.91	5,224.306	1,552.037	29.71	20.89
BAX - 44 out of 43 instruments rated - 1/07/24 / 22/01/24 - 33 did rise, Market-Ratio(23) in JPY = 75.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

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

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

Transactions Bayrischer Aktienindex in Japanese yen * 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
2/01/06		7/08/06	217		- cash -
short	7/08/06	18/09/06	42		KUKA	100	4	2,385.140	2,228.872	2,552.364	167.224	7	10,669	80
18/09/06		26/11/07	434		- cash -
	26/11/07	5/05/08	161		Patrizia Immobilien	100	11	935.041	596.522	1,465.667	530.625	57	16,506	177
5/05/08		12/05/08	7		- cash -
	12/05/08	23/06/08	42		Pro7-Sat1	100	10	1,563.639	1,028.573	2,377.047	813.408	52	24,640	3,709
23/06/08		14/07/08	21		- cash -
	14/07/08	6/04/09	266		Pro7-Sat1	100	27	894.326	215.079	3,718.720	2,824.394	316	100,898	607
6/04/09		8/08/11	854		- cash -
	8/08/11	16/01/12	161		Phoenix Solar	100	69	1,457.430	223.367	9,509.489	8,052.059	552	656,491	6,926
16/01/12		13/10/14	1001		- cash -
	13/10/14	24/11/14	42		Phoenix Solar	100	2,433	269.728	248.719	292.511	22.783	8	711,923	102
24/11/14		24/08/15	273		- cash -
	24/08/15	31/08/15	7		Grammer	100	261	2,723.816	2,904.892	2,542.739	-181.077	-7	664,662	-97
31/08/15		15/10/18	1141		- cash -
	15/10/18	18/03/19	154		Osram Licht	100	159	4,162.355	4,796.397	3,528.314	-634.041	-15	563,849	-32
18/03/19		9/03/20	357		- cash -
	9/03/20	8/06/20	91		Leoni	100	687	820.738	1,063.155	578.321	-242.417	-30	397,308	-75
8/06/20		24/01/22	595		- cash -
	24/01/22	15/08/22	203		Morphosys	100	121	3,279.233	3,254.864	3,303.784	24.551	1	400,279	1
15/08/22		22/08/22	7		- cash -
	22/08/22	21/11/22	91		Koenig & Bauer	100	235	1,698.334	2,239.283	1,157.384	-540.949	-32	273,156	-79
21/11/22		25/09/23	308		- cash -
	25/09/23	4/12/23	70		Steico	100	67	4,058.174	4,710.536	3,405.813	-652.362	-16	229,448	-60
4/12/23		3/07/25	577		- cash -
accum	7/08/06	4/12/23	1330	days out of 7122 invested (19%)							2,194		229,448	136

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	16/01/12	161	1,457.43	223.37	9,509.49	8,052.06	552.48
		13/10/14	24/11/14	42	269.73	248.72	292.51	22.78	8.45	607.60
Pro7-Sat1		12/05/08	23/06/08	42	1,563.64	1,028.57	2,377.05	813.41	52.02
		14/07/08	6/04/09	266	894.33	215.08	3,718.72	2,824.39	315.81	532.12
Patrizia Immobilien		26/11/07	5/05/08	161	935.04	596.52	1,465.67	530.63	56.75	56.75
KUKA		7/08/06	18/09/06	42	2,385.14	2,228.87	2,552.36	167.22	7.01	7.01
Morphosys		24/01/22	15/08/22	203	3,279.23	3,254.86	3,303.78	24.55	0.75	0.75
Grammer		24/08/15	31/08/15	7	2,723.82	2,904.89	2,542.74	-181.08	-6.65	-6.65
Osram Licht		15/10/18	18/03/19	154	4,162.36	4,796.40	3,528.31	-634.04	-15.23	-15.23
Steico		25/09/23	4/12/23	70	4,058.17	4,710.54	3,405.81	-652.36	-16.08	-16.08
Leoni		9/03/20	8/06/20	91	820.74	1,063.16	578.32	-242.42	-29.54	-29.54
Koenig & Bauer		22/08/22	21/11/22	91	1,698.33	2,239.28	1,157.38	-540.95	-31.85	-31.85

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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