Share-o-matic

Assessment - Photon Photovoltaik-Aktienindex in Swiss Franc - 7/01/24 - RS = mixed

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
	L	SOM Price Index	2,210.501	8/12/24	-1.07	2,339.115	-5.50	3,093.229	-754.114	-24.38	-20.43
	L	First Solar	198.102	8/12/24	3.51	201.247	-1.56	144.313	56.934	39.45	32.69
	L	Xinte Energy	0.872	8/12/24	1.62	0.937	-6.91	1.173	-0.236	-20.10	-25.80
	L	Solaria Energía	10.710	8/12/24	1.47	11.243	-4.74	17.260	-6.016	-34.86	-9.85
	L	Grenergy Renovables	33.391	8/12/24	1.32	33.391		31.756	1.635	5.15	31.52
	L	Enphase Energy	98.595	8/12/24	1.16	87.887	12.18	110.689	-22.802	-20.60	-15.88
	S	SolarEdge	19.374	8/12/24	1.13	21.660	-10.55	78.406	-56.746	-72.37	-70.52
	L	United Renewable	0.313	8/12/24	0.89	0.367	-14.72	0.401	-0.034	-8.41	-5.16
	L	Sino-American Sili	5.214	8/12/24	0.80	6.156	-15.32	5.349	0.807	15.09	21.23
		Xinyi Solar	0.408	8/12/24	0.28	0.455	-10.18	0.489	-0.034	-7.00	-24.15
	S	Shoals Technologies	4.636	8/12/24	0.20	5.521	-16.04	13.017	-7.496	-57.59	-53.15
		BCPG	0.137	8/09/24		0.154	-11.20	0.215	-0.061	-28.28	-23.95
		Encavis	16.477	8/12/24		16.380	0.59	14.459	1.922	13.29	20.44
	L	GCL Poly Energy	0.132	8/12/24		0.134	-1.72	0.133	0.001	0.95	-6.02
	L	Neoen	37.200	8/12/24	-0.10	36.192	2.79	28.083	8.109	28.87	37.14
		ReNew Energy Global	5.313	8/12/24	-0.84	5.494	-3.29	6.417	-0.922	-14.38	1.79
	L	Voltalia	9.867	8/12/24	-0.97	8.898	10.89	9.664	-0.766	-7.93	-1.41
	L	Array Tech	6.353	8/12/24	-0.99	8.648	-26.54	14.073	-5.425	-38.55	-38.33
	S	SMA Solar	21.227	8/12/24	-1.26	25.666	-17.30	56.156	-30.491	-54.30	-54.02
		West Holdings	11.979	8/09/24	-1.38	13.898	-13.80	18.268	-4.370	-23.92	-20.09
	L	Scatec	7.162	8/12/24	-1.46	7.272	-1.51	6.795	0.477	7.01	22.93
	L	Nextracker	35.223	8/12/24	-2.01	41.675	-15.48	39.211	2.464	6.28	6.86
	L	Canadian Solar	11.928	8/12/24	-2.51	12.660	-5.78	21.972	-9.312	-42.38	-35.80
	L	Sunrun	15.660	8/12/24	-3.13	9.863	58.77	16.443	-6.580	-40.02	-15.85
	L	Enlight Renewable	1,449.816	8/12/24	-3.23	1,347.686	7.58	1,630.125	-282.439	-17.33	-9.56
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
	L	JinkoSolar	17.033	8/12/24	-3.48	18.588	-8.36	30.943	-12.356	-39.93	-29.33
	S	Flat Glass	1.351	8/12/24	-3.63	1.331	1.57	1.413	-0.083	-5.84	-28.66
	L	Sunnova Energy	5.982	8/12/24	-4.47	4.726	26.58	12.774	-8.048	-63.00	-34.64
		Daqo New Energy	14.512	8/12/24	-4.74	12.931	12.23	22.282	-9.351	-41.97	-42.51
	L	SunPower	0.181	8/12/24	-4.76	2.449	-92.62	4.046	-1.597	-39.47	-31.31
		Altus Power	2.657	8/12/24	-6.96	3.371	-21.18	5.721	-2.351	-41.09	-27.88
PPVX - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 8 did rise, Market-Ratio(26) in CHF = 26.67 %

Drawing of market charts for mixed techniques is really a worry to me.

Transactions Photon Photovoltaik-Aktienindex in Swiss Franc * Mixed Cut L24 - 84/79 (1) - S45 - 40/47 (1)

⇐

No transaction analysis performed for the adjusted technique.

Instrument Related Contribution

Annotations

4/22/24	PPVX	Voltalia replaces Meyer Burger
11/13/23	PPVX	Altus Power replaces Maxeon
2/10/23	PPVX	Nextracker replaces Beijing Energy
2/06/23	Enlight Renewable	reverse split 10:1 (one for ten)
9/25/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
10/29/21	PPVX	ReNew Energy Global replaces Soltec Power
7/29/21	United Renewable	reverse stock split 0.5658:1
7/23/21	PPVX	Xinte Energy replaces Maxeon
6/25/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
4/01/21	GCL Poly Energy	suspended
2/05/21	PPVX	Shoals Technologies Group replaces SPCG
1/25/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
11/17/20	Daqo New Energy	stock split 1:5 (five for one)
10/31/20	PPVX	Soltec Power replaces REC Silicon
10/23/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
10/08/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
9/21/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
3/27/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
12/28/19	PPVX	Motech replaces SFCE
11/08/19	PPVX	Neoen replaces REC Silicon
7/29/19	PPVX	Sunnova replaces Shinsung E&G
2/16/19	PPVX	7C Solarparken replaces China Singyes Solar
12/10/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
10/01/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
7/20/18	PPVX	West Holdings replaces JA Solar
7/17/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
6/25/18	Green Energy T	returns replacing 8point3
6/21/18	8point3	drops out due to acquisition by Capital Dynamics
5/18/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/16/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
12/30/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
8/11/17	PPVX	Shinsung E&G replaces Green Energy Technology
3/14/17	PPVX	Azure Power Global replaces Trina Solar
11/25/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
11/04/16	PPVX	SPCG replaces SPI
10/08/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/03/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
6/02/16	Solarenergie	Change Of Composition This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now. The PPVX is a cooperation of PHOTON International GmbH, Berlin and Öko-Invest-Verlags-GmbH, Vienna. The index here is not the original PPVX but the Share-o-matic standard index, an equal weighted price index in USD starting in 2005 at 100 points. The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16	Sunrun	recording started
8/18/15	Solarenergie	complete analysis
7/01/15	Scatec Solar	monitoring started
3/14/15	Solar Energy	first complete analysis


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