Share-o-matic - Assessment MDAX (Mid-Cap-DAX)

Assessment - Mid-Cap-DAX in Japanese yen - 1/07/24 - RS = 18

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	⇓∅-RS
		MDAX	4,185,890.793	12/08/24	-0.40	4,375,108.468	-4.32	4,215,952.514	159,155.953	3.78	2.77
		Aixtron	3,178.469	12/08/24	-2.19	3,112.612	2.12	5,330.067	-2,217.456	-41.60	-33.72
		Aroundtown	352.508	12/08/24	-0.54	337.431	4.47	282.199	55.231	19.57	17.06
	L	Aurubis	11,161.035	12/08/24	1.02	13,440.035	-16.96	9,688.951	3,751.085	38.72	16.68
	S	Bechtle	6,752.080	12/08/24	-1.86	7,164.553	-5.76	7,807.077	-642.525	-8.23	0.44
		Befesa	4,599.594	12/08/24	0.15	5,549.322	-17.11	4,803.601	745.722	15.52	9.53
	L	Bilfinger	8,362.111	12/08/24	1.15	8,570.081	-2.43	6,938.898	1,631.183	23.51	43.06
	S	Carl Zeiss Meditec	10,459.138	12/08/24	-5.33	11,481.655	-8.91	18,213.789	-6,732.134	-36.96	-23.76
		CTS Eventim	13,344.716	12/08/24	-0.32	13,414.039	-0.52	11,567.554	1,846.485	15.96	28.43
	L	Delivery Hero	3,615.205	12/08/24	-3.07	3,894.231	-7.17	3,498.879	395.352	11.30	-13.36
	S	Deutsche Lufthansa	960.473	12/08/24	-1.21	997.561	-3.72	1,183.242	-185.681	-15.69	-17.55
		Encavis	2,946.236	12/08/24		2,928.905	0.59	1,822.196	1,106.709	60.73	28.59
		Evonik Industries	3,134.275	12/08/24	-0.14	3,272.922	-4.24	2,779.483	493.439	17.75	13.51
	S	Evotec	934.130	12/08/24	-2.88	1,563.238	-40.24	2,271.001	-707.763	-31.17	-36.18
		Fraport	7,667.146	12/08/24	-0.58	8,308.386	-7.72	8,658.907	-350.522	-4.05	2.93
		Freenet	4,336.166	12/08/24	1.46	4,356.963	-0.48	3,930.516	426.447	10.85	12.29
		Fresenius MedCare	5,741.694	12/08/24	-1.31	6,218.291	-7.66	5,956.269	262.022	4.40	0.29
		Fuchs	6,641.163	12/08/24	-0.62	7,334.395	-9.45	6,680.569	653.825	9.79	14.99
		GEA Group	6,980.846	12/08/24	0.55	6,804.072	2.60	6,101.783	702.289	11.51	16.36
		Gerresheimer	16,862.868	12/08/24	-1.47	17,521.439	-3.76	17,020.246	501.193	2.94	9.06
		Hella	14,956.480	12/08/24	0.23	14,887.157	0.47	13,243.419	1,643.738	12.41	20.41
		HelloFresh	935.863	12/08/24	7.14	833.611	12.27	1,817.291	-983.680	-54.13	-56.04
		Hensoldt	6,003.389	12/08/24	0.99	6,100.442	-1.59	5,493.566	606.875	11.05	23.84
		Hochtief	18,076.024	12/08/24	-1.23	18,509.294	-2.34	17,069.296	1,439.999	8.44	18.72
	S	Hugo Boss	6,308.411	12/08/24	-3.50	7,232.143	-12.77	10,408.346	-3,176.204	-30.52	-24.69
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	⇓∅-RS
		Jenoptik	4,925.413	12/08/24	3.42	4,627.324	6.44	4,908.240	-280.916	-5.72	7.91
		Jungheinrich	4,856.090	12/08/24	-0.85	5,341.353	-9.09	4,708.771	632.581	13.43	6.08
		K+S	1,980.910	12/08/24	-0.52	2,181.948	-9.21	2,092.787	89.161	4.26	-7.65
		Kion Group	5,840.480	12/08/24	2.09	6,790.207	-13.99	6,866.958	-76.751	-1.12	9.76
		Knorr-Bremse	12,270.206	12/08/24	1.36	12,278.872	-0.07	10,117.318	2,161.554	21.36	23.01
		Lanxess	3,921.960	12/08/24	-1.91	3,999.949	-1.95	3,909.261	90.688	2.32	-2.33
		LEG Immobilien	14,471.218	12/08/24	-2.36	13,188.739	9.72	11,304.321	1,884.418	16.67	19.04
		Krones	20,415.682	12/08/24	0.68	20,485.006	-0.34	18,279.188	2,205.817	12.07	16.85
		Morphosys	11,654.963	2/08/24		11,715.621	-0.52	10,643.785	1,071.836	10.07	103.22
		Nemetschek	15,147.119	12/08/24	0.52	16,004.994	-5.36	14,139.394	1,865.600	13.19	34.03
		Nordex	2,277.267	12/08/24	-2.81	1,994.775	14.16	1,555.529	439.246	28.24	10.72
	L	Puma	6,032.851	12/08/24	-0.29	7,571.827	-20.33	6,933.993	637.834	9.20	-5.09
		Redcare Pharmacy	24,089.812	12/08/24	0.36	19,237.188	25.23	23,364.007	-4,126.819	-17.66	1.31
		RTL Group	4,913.282	12/08/24	1.25	4,947.943	-0.70	5,585.126	-637.182	-11.41	-7.48
		Scout24	11,880.263	12/08/24	0.51	12,278.872	-3.25	10,889.033	1,389.838	12.76	18.24
	S	Siltronic	12,738.138	12/08/24	0.75	12,616.822	0.96	14,526.886	-1,910.064	-13.15	-1.81
	S	Sixt	10,528.461	12/08/24	-2.49	11,507.651	-8.51	13,913.765	-2,406.114	-17.29	-21.43
	S	SMA Solar	3,795.445	12/08/24	-1.26	4,589.196	-17.30	8,080.121	-3,490.925	-43.20	-51.12
	S	Stabilus	7,200.947	12/08/24	-1.42	7,573.560	-4.92	10,145.113	-2,571.553	-25.35	-17.23
		Ströer Media	10,043.199	12/08/24	0.09	10,398.480	-3.42	8,689.972	1,708.508	19.66	28.97
		TAG Immobilien	2,445.376	12/08/24	-1.33	2,377.786	2.84	1,885.961	491.825	26.08	30.22
		Talanx	11,524.982	12/08/24	1.92	13,006.765	-11.39	10,921.733	2,085.032	19.09	27.01
	S	TeamViewer	2,149.019	12/08/24	-1.27	1,868.260	15.03	2,400.983	-532.723	-22.19	-17.13
		thyssenkrupp	575.383	12/08/24	-1.63	709.350	-18.89	724.137	-14.787	-2.04	-24.25
		United Internet	2,954.901	12/08/24	0.89	3,521.619	-16.09	3,704.887	-183.269	-4.95	12.76
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	26/02/24	prc diff	⇓ Δ18	⇓∅-RS
		Wacker Chemie	14,568.270	12/08/24	-0.33	17,616.758	-17.30	15,882.293	1,734.465	10.92	-3.60
MDAX - 50 out of 49 instruments rated - 1/07/24 / 26/02/24 - 31 did rise, Market-Ratio(18) in JPY = 62.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	MDAX RS = 18 - B/S = 25/25

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

Transactions Mid-Cap-DAX in Japanese yen * L18 - 25 ex 8 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	17/07/06	196		Nordex	100	13	717.184	1,570.468	853.284	119	21,093	330
17/07/06		4/09/06	49		- cash -
	4/09/06	11/09/06	7		Nordex	100	10	1,995.984	1,733.940	-262.044	-13	18,472	-100
11/09/06		18/09/06	7		- cash -
	18/09/06	20/08/07	336		Nordex	100	10	1,743.584	3,895.142	2,151.558	123	39,988	139
20/08/07		27/08/07	7		- cash -
	27/08/07	26/11/07	91		Nordex	100	7	5,516.420	5,118.628	-397.792	-7	37,203	-26
26/11/07		3/12/07	7		- cash -
	3/12/07	21/01/08	49		Aixtron	100	26	1,403.250	1,066.846	-336.404	-24	28,457	-87
21/01/08		28/04/08	98		- cash -
	28/04/08	1/09/08	126		K+S	100	2	10,567.210	12,163.378	1,596.167	15	31,649	50
1/09/08		9/02/09	161		- cash -
	9/02/09	16/02/09	7		Jenoptik	100	49	638.600	575.938	-62.663	-10	28,579	-100
16/02/09		2/03/09	14		- cash -
	2/03/09	9/03/09	7		Carl Zeiss Meditec	100	22	1,283.072	1,255.935	-27.137	-2	27,982	-67
9/03/09		23/03/09	14		- cash -
	23/03/09	27/04/09	35		CTS Eventim	100	36	770.073	698.346	-71.727	-9	25,399	-64
	27/04/09	7/06/10	406		Aixtron	100	34	732.189	2,189.796	1,457.607	199	74,958	168
	7/06/10	27/09/10	112		Nemetschek	100	359	208.526	215.878	7.352	4	77,598	12
	27/09/10	21/03/11	175		Jungheinrich	100	82	943.046	1,015.339	72.293	8	83,526	17
	21/03/11	8/08/11	140		Hugo Boss	100	15	5,551.207	6,770.323	1,219.116	22	101,812	68
8/08/11		31/10/11	84		- cash -
	31/10/11	7/11/11	7		Encavis	100	303	335.491	334.366	-1.125	0	101,471	-16
7/11/11		12/12/11	35		- cash -
	12/12/11	2/04/12	112		Encavis	100	310	327.118	325.356	-1.762	-1	100,925	-2
	2/04/12	11/06/12	70		Hugo Boss	100	10	9,692.108	7,497.195	-2,194.913	-23	78,976	-74
11/06/12		16/07/12	35		- cash -
	16/07/12	23/07/12	7		Carl Zeiss Meditec	100	39	1,982.195	1,893.492	-88.703	-4	75,516	-91
23/07/12		30/07/12	7		- cash -
	30/07/12	6/08/12	7		Hugo Boss	100	9	8,390.088	7,517.647	-872.442	-10	67,664	-100
	6/08/12	3/09/12	28		Lanxess	100	11	5,915.955	6,149.158	233.203	4	70,230	66
3/09/12		10/09/12	7		- cash -
	10/09/12	12/11/12	63		Lanxess	100	10	6,416.000	6,213.565	-202.436	-3	68,205	-17
	12/11/12	7/04/14	511		Morphosys	100	26	2,587.891	9,023.693	6,435.803	249	235,536	144
	7/04/14	13/10/14	189		Nordex	100	136	1,724.430	1,570.800	-153.631	-9	214,642	-16
13/10/14		3/11/14	21		- cash -
	3/11/14	24/08/15	294		Ströer Media	100	81	2,632.896	6,554.482	3,921.586	149	532,291	210
24/08/15		31/08/15	7		- cash -
	31/08/15	8/02/16	161		SMA Solar	100	112	4,727.503	4,906.524	179.021	4	552,341	9
8/02/16		22/02/16	14		- cash -
	22/02/16	29/02/16	7		SMA Solar	100	100	5,494.696	5,219.226	-275.470	-5	524,794	-93
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
29/02/16		14/03/16	14		- cash -
	14/03/16	4/07/16	112		SMA Solar	100	95	5,496.878	5,076.440	-420.437	-8	484,853	-23
	4/07/16	22/08/16	49		Carl Zeiss Meditec	100	117	4,132.970	3,741.531	-391.440	-9	439,054	-52
	22/08/16	16/01/17	147		Hochtief	100	31	13,855.418	16,422.685	2,567.267	19	518,640	53
	16/01/17	18/06/18	518		Siltronic	100	89	5,815.107	17,856.128	12,041.021	207	1,590,290	120
	18/06/18	8/10/18	112		Sixt	100	119	13,363.213	12,514.618	-848.595	-6	1,489,308	-19
8/10/18		11/02/19	126		- cash -
	11/02/19	8/04/19	56		Carl Zeiss Meditec	100	154	9,643.330	9,279.845	-363.485	-4	1,433,331	-22
	8/04/19	29/07/19	112		Nordex	100	749	1,911.221	1,391.525	-519.696	-27	1,044,079	-64
	29/07/19	2/12/19	126		Ströer Media	100	121	8,594.002	8,555.917	-38.085	0	1,039,470	-1
	2/12/19	9/03/20	98		HelloFresh	100	488	2,127.809	2,722.133	594.324	28	1,329,501	150
9/03/20		20/04/20	42		- cash -
	20/04/20	27/04/20	7		HelloFresh	100	359	3,693.782	4,063.955	370.173	10	1,462,393	14,447
27/04/20		11/05/20	14		- cash -
	11/05/20	15/06/20	35		HelloFresh	100	319	4,579.615	4,603.905	24.290	1	1,470,141	6
15/06/20		22/06/20	7		- cash -
	22/06/20	1/03/21	252		HelloFresh	100	278	5,275.969	7,778.094	2,502.126	47	2,165,732	75
	1/03/21	24/05/21	84		thyssenkrupp	100	1,414	1,531.090	1,277.774	-253.316	-17	1,807,543	-54
	24/05/21	7/03/22	287		Hugo Boss	100	299	6,027.437	5,508.572	-518.865	-9	1,652,402	-11
7/03/22		4/04/22	28		- cash -
	4/04/22	9/05/22	35		K+S	100	438	3,765.345	4,122.078	356.733	9	1,808,652	157
9/05/22		30/05/22	21		- cash -
	30/05/22	6/06/22	7		K+S	100	519	3,483.154	3,763.370	280.216	8	1,954,084	5,552
6/06/22		11/07/22	35		- cash -
	11/07/22	18/07/22	7		Hensoldt	100	603	3,235.916	3,411.258	175.343	5	2,059,815	1,467
18/07/22		15/08/22	28		- cash -
	15/08/22	22/08/22	7		SMA Solar	100	259	7,944.143	7,024.057	-920.086	-12	1,821,513	-100
22/08/22		12/09/22	21		- cash -
	12/09/22	19/09/22	7		SMA Solar	100	240	7,587.655	7,521.120	-66.535	-1	1,805,545	-37
19/09/22		31/10/22	42		- cash -
	31/10/22	5/12/22	35		Hensoldt	100	516	3,497.315	3,055.549	-441.766	-13	1,577,594	-76
	5/12/22	31/07/23	238		SMA Solar	100	169	9,295.754	13,550.674	4,254.919	46	2,296,675	78
	31/07/23	11/03/24	224		Redcare Pharmacy	100	139	16,514.150	20,048.573	3,534.423	21	2,787,960	37
	11/03/24	1/07/24	112		Morphosys	100	265	10,517.074	11,715.621	1,198.547	11	3,105,575	42
accum	2/01/06	1/07/24	6177	days out of 7122 invested (87%)						30,956		3,105,575	40

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Morphosys	long	12/11/12	7/04/14	511	2,587.89	9,023.69	6,435.80	248.69
		11/03/24	1/07/24	112	10,517.07	11,715.62	1,198.55	11.40	288.43
Siltronic		16/01/17	18/06/18	518	5,815.11	17,856.13	12,041.02	207.06	207.06
Nordex		2/01/06	17/07/06	196	717.18	1,570.47	853.28	118.98
		4/09/06	11/09/06	7	1,995.98	1,733.94	-262.04	-13.13
		18/09/06	20/08/07	336	1,743.58	3,895.14	2,151.56	123.40
		27/08/07	26/11/07	91	5,516.42	5,118.63	-397.79	-7.21
		7/04/14	13/10/14	189	1,724.43	1,570.80	-153.63	-8.91
		8/04/19	29/07/19	112	1,911.22	1,391.53	-519.70	-27.19	161.52
Ströer Media		3/11/14	24/08/15	294	2,632.90	6,554.48	3,921.59	148.95
		29/07/19	2/12/19	126	8,594.00	8,555.92	-38.08	-0.44	147.84
Aixtron		3/12/07	21/01/08	49	1,403.25	1,066.85	-336.40	-23.97
		27/04/09	7/06/10	406	732.19	2,189.80	1,457.61	199.08	127.38
HelloFresh		2/12/19	9/03/20	98	2,127.81	2,722.13	594.32	27.93
		20/04/20	27/04/20	7	3,693.78	4,063.96	370.17	10.02
		11/05/20	15/06/20	35	4,579.61	4,603.91	24.29	0.53
		22/06/20	1/03/21	252	5,275.97	7,778.09	2,502.13	47.42	108.60
K+S		28/04/08	1/09/08	126	10,567.21	12,163.38	1,596.17	15.10
		4/04/22	9/05/22	35	3,765.35	4,122.08	356.73	9.47
		30/05/22	6/06/22	7	3,483.15	3,763.37	280.22	8.04	36.15
Redcare Pharmacy		31/07/23	11/03/24	224	16,514.15	20,048.57	3,534.42	21.40	21.40
Hochtief		22/08/16	16/01/17	147	13,855.42	16,422.69	2,567.27	18.53	18.53
SMA Solar		31/08/15	8/02/16	161	4,727.50	4,906.52	179.02	3.79
		22/02/16	29/02/16	7	5,494.70	5,219.23	-275.47	-5.01
		14/03/16	4/07/16	112	5,496.88	5,076.44	-420.44	-7.65
		15/08/22	22/08/22	7	7,944.14	7,024.06	-920.09	-11.58
		12/09/22	19/09/22	7	7,587.66	7,521.12	-66.54	-0.88
		5/12/22	31/07/23	238	9,295.75	13,550.67	4,254.92	45.77	16.32
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Jungheinrich		27/09/10	21/03/11	175	943.05	1,015.34	72.29	7.67	7.67
Nemetschek		7/06/10	27/09/10	112	208.53	215.88	7.35	3.53	3.53
Lanxess		6/08/12	3/09/12	28	5,915.96	6,149.16	233.20	3.94
		10/09/12	12/11/12	63	6,416.00	6,213.56	-202.44	-3.16	0.66
Encavis		31/10/11	7/11/11	7	335.49	334.37	-1.13	-0.34
		12/12/11	2/04/12	112	327.12	325.36	-1.76	-0.54	-0.87
Sixt		18/06/18	8/10/18	112	13,363.21	12,514.62	-848.59	-6.35	-6.35
Hensoldt		11/07/22	18/07/22	7	3,235.92	3,411.26	175.34	5.42
		31/10/22	5/12/22	35	3,497.31	3,055.55	-441.77	-12.63	-7.90
CTS Eventim		23/03/09	27/04/09	35	770.07	698.35	-71.73	-9.31	-9.31
Jenoptik		9/02/09	16/02/09	7	638.60	575.94	-62.66	-9.81	-9.81
thyssenkrupp		1/03/21	24/05/21	84	1,531.09	1,277.77	-253.32	-16.54	-16.54
Carl Zeiss Meditec		2/03/09	9/03/09	7	1,283.07	1,255.94	-27.14	-2.11
		16/07/12	23/07/12	7	1,982.20	1,893.49	-88.70	-4.48
		4/07/16	22/08/16	49	4,132.97	3,741.53	-391.44	-9.47
		11/02/19	8/04/19	56	9,643.33	9,279.84	-363.48	-3.77	-18.54
Hugo Boss		21/03/11	8/08/11	140	5,551.21	6,770.32	1,219.12	21.96
		2/04/12	11/06/12	70	9,692.11	7,497.19	-2,194.91	-22.65
		30/07/12	6/08/12	7	8,390.09	7,517.65	-872.44	-10.40
		24/05/21	7/03/22	287	6,027.44	5,508.57	-518.86	-8.61	-22.75

Annotations

12/08/24	Morphosys	acquired by Novartis
22/05/23	MDAX	Hochtief and SMA Solar replace Evotec and Vantage Towers
4/04/22	Hella	acquired by Faurecia
20/09/21	MDAX	Befesa, Jungheinrich, Hypoport, Vantage Towers and zooplus replace Encavis, Hochtief, Morphosys, Nordex and Shop Apotheke
	MDAX	Exits to the DAX40: Airbus, Brenntag, HelloFresh, Porsche, Puma, Qiagen, Sartorius, Siemens Healthineers, Symrise, Zalando
16/08/21	Bechtle	stock split 1:3 (three for one)
28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
19/03/18	MDAX	Aroundtown, Pro7-Sat1 and Rocket Internet replace Covestro, Steinhoff and Südzucker
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
24/07/17	Bechtle	stock split 1:2 (two for one)
19/12/16	MDAX	innogy and Uniper replace DMG Mori and Rhön-Klinikum
11/08/16	MDAX	Rational replaces Kuka (acquired by Midea)
8/08/16	Capital Stage	acquires Chorus Clean Energy
22/06/16	Jungheinrich	stock split 1:3 (three for one)
10/03/16	MDAX	complete analysis after advanced changes on 2016-03-21
	MDAX	Elrinklinger and Klöckner move to the SDAX
9/03/16	K+S	moves from DAX to MDAX
21/12/15	Scout24	entry (SDAX)
	MDAX	MAN and Kabel Deutschland drop out
	Ströer Media	moves from SDAX to MDAX
	Siltronic	recording started
21/09/15	Lanxess	moves from DAX to MDAX
7/09/15	MDAX	complete analysis ex Celesio, Gerry Weber, Vonovia - in Deutsche Pfandbriefbank, Hella, Lanxess
20/08/15	MDAX	complete analysis
30/06/15	Nemetschek	stock split 1:4 (four for one)
22/06/15	MDAX	Zalando replaces Bertrandt
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI
26/02/15	MDAX	Gagfah open transactions were replaced by next scoring instruments in fundamental ranking on signal date.
30/01/15	MDax	Recently we recognized long signals for Gagfah, it should be considered that Gagfah mergers with Deutsche Annington. The gathering of REITs at the top of the MDax is conspicious, potentially instruments of industry companies such as KUKA or Symrise might be more financially rewarding.
19/01/15	Hella	entry


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