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

Assessment - Bayrischer Aktienindex in Japanese yen - 1/07/24 - RS = 22

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
		BAX	138,986.430	12/08/24	-0.03	146,023.428	-4.82	129,114.097	16,909.331	13.10	11.48
		7C Solarparken	396.009	12/08/24	0.88	477.464	-17.06	535.585	-58.122	-10.85	-11.07
		Adidas	36,810.619	12/08/24	-1.03	38,041.106	-3.23	28,415.564	9,625.542	33.87	27.01
		Adtran Networks	3,310.183	12/08/24		3,351.777	-1.24	3,192.760	159.017	4.98	4.27
		Allianz	44,349.517	12/08/24		45,493.350	-2.51	39,358.749	6,134.601	15.59	18.63
		Atoss	23,535.226	12/08/24	0.74	19,167.865	22.78	19,435.927	-268.062	-1.38	5.87
	L	AUTO1	1,408.128	12/08/24	0.18	1,100.506	27.95	624.344	476.162	76.27	21.87
	S	BMW	13,687.866	12/08/24	-0.90	15,448.675	-11.40	15,151.243	297.433	1.96	-3.91
	S	BayWa	2,391.650	12/08/24	0.44	3,483.491	-31.34	4,860.977	-1,377.486	-28.34	-25.47
	L	Cancom	5,261.631	12/08/24	-0.52	5,660.239	-7.04	4,734.863	925.376	19.54	29.30
		CTS Eventim	13,344.716	12/08/24	-0.32	13,414.039	-0.52	9,729.936	3,684.103	37.86	28.43
	L	Dermapharm	6,091.776	12/08/24	0.29	6,204.426	-1.82	6,219.496	-15.070	-0.24	-0.96
	L	Deutsche Pfandbrief	856.835	12/08/24	0.20	893.403	-4.09	908.340	-14.937	-1.64	-2.46
		Hensoldt	6,003.389	12/08/24	0.99	6,100.442	-1.59	4,380.467	1,719.975	39.26	23.84
	L	Infineon	5,247.766	12/08/24	0.36	5,955.729	-11.89	5,351.066	604.664	11.30	9.80
	L	Knaus Tabbert	5,554.521	12/08/24	-1.69	6,793.674	-18.24	6,545.158	248.516	3.80	-8.39
	L	Koenig & Bauer	1,658.558	12/08/24	-4.20	2,353.523	-29.53	1,851.801	501.722	27.09	15.30
		Krones	20,415.682	12/08/24	0.68	20,485.006	-0.34	18,565.899	1,919.106	10.34	16.85
	S	Medigene	190.639	12/08/24	0.46	193.238	-1.35	225.090	-31.851	-14.15	-26.16
		Morphosys	11,654.963	2/08/24		11,715.621	-0.52	6,262.599	5,453.022	87.07	103.22
		MTU Aero Engines	44,817.449	12/08/24	0.23	41,004.673	9.30	35,311.926	5,692.747	16.12	24.47
	L	Münchener Rück	76,116.874	12/08/24	1.01	80,917.505	-5.93	63,136.829	17,780.676	28.16	29.34
		Mutares	5,415.875	12/08/24	0.16	6,048.449	-10.46	5,818.805	229.644	3.95	24.46
		Nemetschek	15,147.119	12/08/24	0.52	16,004.994	-5.36	13,498.989	2,506.005	18.56	34.03
		Patrizia Immobilien	1,239.152	12/08/24	1.27	1,225.288	1.13	1,227.616	-2.329	-0.19	-7.05
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
		Pro7-Sat1	1,008.653	12/08/24	0.17	1,159.431	-13.00	974.430	185.000	18.99	10.48
	L	Puma	6,032.851	12/08/24	-0.29	7,571.827	-20.33	6,066.244	1,505.583	24.82	-5.09
		Rational	150,171.382	12/08/24	1.40	133,620.468	12.39	115,019.179	18,601.289	16.17	21.91
	S	Schaeffler	805.189	12/08/24	0.17	926.331	-13.08	933.882	-7.551	-0.81	1.86
		Scout24	11,880.263	12/08/24	0.51	12,278.872	-3.25	10,785.143	1,493.729	13.85	18.24
	L	SFC Energy	3,400.303	12/08/24	-0.71	3,421.100	-0.61	2,902.219	518.881	17.88	6.53
		Siemens	27,244.018	12/08/24	0.01	30,696.313	-11.25	26,713.823	3,982.490	14.91	22.71
	L	Siemens Energy	4,202.719	12/08/24	0.25	4,187.121	0.37	2,195.821	1,991.301	90.69	88.22
		Siemens Healthineers	8,713.926	12/08/24	0.08	9,330.903	-6.61	8,342.682	988.221	11.85	13.84
	S	Siltronic	12,738.138	12/08/24	0.75	12,616.822	0.96	13,992.271	-1,375.448	-9.83	-1.81
	S	Sixt	10,528.461	12/08/24	-2.49	11,507.651	-8.51	14,718.624	-3,210.972	-21.82	-21.43
	L	Steico	4,653.320	12/08/24	0.56	5,025.932	-7.41	4,725.285	300.647	6.36	5.23
		Stemmer Imaging	8,336.115	12/08/24	-0.21	6,013.788	38.62	5,172.271	841.516	16.27	18.63
		Synlab	1,916.786	12/08/24	1.10	1,941.050	-1.25	1,874.150	66.899	3.57	17.18
		Traton	4,627.324	12/08/24		5,320.556	-13.03	3,604.626	1,715.930	47.60	45.74
	L	Umweltbank	977.457	12/08/24	-1.40	1,105.705	-11.60	1,222.827	-117.122	-9.58	-12.39
	S	Vitesco Technologies	9,020.681	12/08/24	-0.10	10,372.484	-13.03	12,818.931	-2,446.448	-19.08	-15.73
		Wacker Chemie	14,568.270	12/08/24	-0.33	17,616.758	-17.30	16,251.148	1,365.610	8.40	-3.60
		Wacker Neuson	2,433.244	12/08/24	-0.28	2,616.951	-7.02	2,710.653	-93.702	-3.46	-10.88
	L	WashTec	6,308.411	12/08/24	-0.27	6,776.343	-6.91	5,108.416	1,667.927	32.65	20.89
BAX - 44 out of 43 instruments rated - 1/07/24 / 29/01/24 - 31 did rise, Market-Ratio(22) in JPY = 70.45 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 22 - B/S = 57/57

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

Transactions Bayrischer Aktienindex in Japanese yen * L22 - 57 ex 6 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	22/05/06	140		WashTec	100	6	1,492.971	1,987.811	494.840	33	12,969	111
22/05/06		29/05/06	7		- cash -
	29/05/06	12/06/06	14		Sixt	100	3	3,373.203	2,862.994	-510.209	-15	11,438	-99
12/06/06		19/06/06	7		- cash -
	19/06/06	3/07/06	14		Sixt	100	3	3,112.113	3,417.973	305.860	10	12,356	1,052
3/07/06		23/10/06	112		- cash -
	23/10/06	26/02/07	126		Sixt	100	4	2,978.422	3,917.501	939.079	32	16,112	121
	26/02/07	30/07/07	154		MTU Aero Engines	100	2	6,671.309	7,849.403	1,178.095	18	18,468	47
30/07/07		20/04/09	630		- cash -
	20/04/09	8/06/09	49		Steico	100	49	372.557	585.735	213.178	57	28,914	2,809
8/06/09		15/06/09	7		- cash -
	15/06/09	30/08/10	441		Pro7-Sat1	100	49	582.065	1,570.494	988.430	170	77,347	127
30/08/10		20/09/10	21		- cash -
	20/09/10	27/09/10	7		Pro7-Sat1	100	40	1,910.063	1,962.217	52.155	3	79,433	307
27/09/10		11/10/10	14		- cash -
	11/10/10	28/03/11	168		Pro7-Sat1	100	38	2,068.649	2,266.392	197.743	10	86,948	22
	28/03/11	20/06/11	84		Patrizia Immobilien	100	152	568.317	580.718	12.401	2	88,833	10
20/06/11		9/01/12	203		- cash -
	9/01/12	19/03/12	70		Adidas	100	17	5,176.794	6,489.168	1,312.374	25	111,143	225
	19/03/12	4/06/12	77		Adtran Networks	100	194	572.735	427.461	-145.274	-25	82,960	-75
	4/06/12	2/07/12	28		Cancom	100	151	548.091	681.144	133.054	24	103,051	1,600
2/07/12		10/09/12	70		- cash -
	10/09/12	17/09/12	7		SFC Energy	100	151	678.893	684.418	5.525	1	103,885	53
17/09/12		24/09/12	7		- cash -
	24/09/12	1/10/12	7		SFC Energy	100	163	635.077	586.112	-48.966	-8	95,904	-98
1/10/12		8/10/12	7		- cash -
	8/10/12	24/06/13	259		Morphosys	100	35	2,677.860	4,575.745	1,897.885	71	162,330	113
24/06/13		1/07/13	7		- cash -
	1/07/13	26/08/13	56		Morphosys	100	28	5,693.822	7,803.133	2,109.310	37	221,391	680
26/08/13		9/09/13	14		- cash -
	9/09/13	14/04/14	217		Morphosys	100	30	7,200.305	8,201.794	1,001.489	14	251,435	24
	14/04/14	28/07/14	105		Sixt	100	64	3,891.172	3,814.118	-77.054	-2	246,504	-7
28/07/14		22/12/14	147		- cash -
	22/12/14	27/07/15	217		Patrizia Immobilien	100	138	1,775.175	3,231.426	1,456.251	82	447,466	174
27/07/15		3/08/15	7		- cash -
	3/08/15	17/08/15	14		Adtran Networks	100	323	1,382.121	1,353.815	-28.306	-2	438,324	-42
17/08/15		26/10/15	70		- cash -
	26/10/15	21/12/15	56		Adtran Networks	100	335	1,308.124	1,492.175	184.051	14	499,981	136
21/12/15		28/12/15	7		- cash -
	28/12/15	11/01/16	14		Adtran Networks	100	333	1,498.563	1,299.322	-199.241	-13	433,633	-98
11/01/16		25/01/16	14		- cash -
	25/01/16	8/02/16	14		Koenig & Bauer	100	111	3,888.884	3,090.565	-798.319	-21	345,020	-100
8/02/16		29/02/16	21		- cash -
	29/02/16	28/03/16	28		WashTec	100	93	3,685.963	4,586.879	900.916	24	428,805	1,630
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
28/03/16		20/06/16	84		- cash -
	20/06/16	27/06/16	7		Koenig & Bauer	100	76	5,574.932	4,826.842	-748.091	-13	371,950	-100
27/06/16		11/07/16	14		- cash -
	11/07/16	8/08/16	28		Koenig & Bauer	100	74	4,978.744	5,635.409	656.665	13	420,544	403
8/08/16		10/10/16	63		- cash -
	10/10/16	17/10/16	7		Adidas	100	23	18,216.995	17,821.186	-395.809	-2	411,440	-68
17/10/16		28/11/16	42		- cash -
	28/11/16	5/12/16	7		Siltronic	100	94	4,334.817	5,127.895	793.077	18	485,989	637,834
5/12/16		12/12/16	7		- cash -
	12/12/16	5/03/18	448		Siltronic	100	96	5,051.171	15,815.200	10,764.029	213	1,519,336	153
5/03/18		12/03/18	7		- cash -
	12/03/18	26/03/18	14		SFC Energy	100	1,424	1,066.838	1,060.298	-6.540	-1	1,510,023	-15
26/03/18		2/04/18	7		- cash -
	2/04/18	9/04/18	7		SFC Energy	100	1,403	1,075.733	1,052.352	-23.381	-2	1,477,220	-68
9/04/18		16/04/18	7		- cash -
	16/04/18	11/06/18	56		SFC Energy	100	1,295	1,140.678	1,141.580	0.902	0	1,478,387	1
11/06/18		16/07/18	35		- cash -
	16/07/18	23/07/18	7		Nemetschek	100	296	4,993.304	4,998.797	5.493	0	1,480,013	6
23/07/18		6/08/18	14		- cash -
	6/08/18	13/08/18	7		Nemetschek	100	279	5,302.440	5,353.212	50.772	1	1,494,179	64
13/08/18		27/08/18	14		- cash -
	27/08/18	3/09/18	7		Nemetschek	100	245	6,084.525	6,138.863	54.339	1	1,507,492	59
3/09/18		18/03/19	196		- cash -
	18/03/19	25/03/19	7		Adtran Networks	100	1,374	1,096.590	1,112.100	15.510	1	1,528,802	108
25/03/19		1/04/19	7		- cash -
	1/04/19	29/04/19	28		Adtran Networks	100	1,319	1,158.701	944.271	-214.430	-19	1,245,969	-93
	29/04/19	10/06/19	42		Nemetschek	100	191	6,491.081	5,670.403	-820.678	-13	1,089,220	-69
	10/06/19	5/08/19	56		Atoss	100	256	4,249.734	3,864.185	-385.549	-9	990,519	-46
5/08/19		4/11/19	91		- cash -
	4/11/19	16/12/19	42		CTS Eventim	100	150	6,563.165	6,749.009	185.844	3	1,018,396	27
	16/12/19	27/01/20	42		Schaeffler	100	823	1,236.809	1,081.762	-155.048	-13	890,792	-69
	27/01/20	24/02/20	28		Nemetschek	100	115	7,715.718	7,325.856	-389.862	-5	845,957	-49
	24/02/20	2/03/20	7		Atoss	100	160	5,284.224	4,759.434	-524.790	-10	761,991	-100
2/03/20		10/08/20	161		- cash -
	10/08/20	2/11/20	84		Steico	100	154	4,939.037	5,705.388	766.351	16	880,009	87
2/11/20		16/11/20	14		- cash -
	16/11/20	19/07/21	245		Steico	100	146	6,003.379	13,655.606	7,652.228	127	1,997,234	240
19/07/21		26/07/21	7		- cash -
	26/07/21	20/09/21	56		Steico	100	139	14,309.246	13,772.976	-536.270	-4	1,922,693	-22
20/09/21		27/09/21	7		- cash -
	27/09/21	4/10/21	7		Steico	100	132	14,467.518	13,602.758	-864.760	-6	1,808,544	-96
4/10/21		25/10/21	21		- cash -
	25/10/21	29/11/21	35		Nemetschek	100	135	13,338.499	13,785.759	447.260	3	1,868,925	41
29/11/21		27/12/21	28		- cash -
	27/12/21	10/01/22	14		Nemetschek	100	128	14,598.230	11,600.117	-2,998.113	-21	1,485,166	-100
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
10/01/22		5/12/22	329		- cash -
	5/12/22	12/12/22	7		Adtran Networks	100	492	3,012.513	3,085.688	73.175	2	1,521,168	250
12/12/22		23/01/23	42		- cash -
	23/01/23	17/04/23	84		Vitesco Technologies	100	177	8,578.701	9,532.447	953.746	11	1,689,981	58
	17/04/23	8/05/23	21		Hensoldt	100	311	5,431.585	4,695.918	-735.667	-14	1,461,189	-92
	8/05/23	19/06/23	42		Knaus Tabbert	100	196	7,445.111	8,258.462	813.351	11	1,620,606	146
19/06/23		19/02/24	245		- cash -
	19/02/24	3/06/24	105		Morphosys	100	152	10,596.890	11,669.196	1,072.305	10	1,783,596	40
3/06/24		10/06/24	7		- cash -
	10/06/24	1/07/24	21		Morphosys	100	155	11,460.380	11,715.621	255.241	2	1,823,159	47
accum	2/01/06	1/07/24	4301	days out of 7122 invested (60%)						18,132		1,823,159	56

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Steico	long	20/04/09	8/06/09	49	372.56	585.74	213.18	57.22
		10/08/20	2/11/20	84	4,939.04	5,705.39	766.35	15.52
		16/11/20	19/07/21	245	6,003.38	13,655.61	7,652.23	127.47
		26/07/21	20/09/21	56	14,309.25	13,772.98	-536.27	-3.75
		27/09/21	4/10/21	7	14,467.52	13,602.76	-864.76	-5.98	273.86
Siltronic		28/11/16	5/12/16	7	4,334.82	5,127.89	793.08	18.30
		12/12/16	5/03/18	448	5,051.17	15,815.20	10,764.03	213.10	270.38
Pro7-Sat1		15/06/09	30/08/10	441	582.06	1,570.49	988.43	169.81
		20/09/10	27/09/10	7	1,910.06	1,962.22	52.15	2.73
		11/10/10	28/03/11	168	2,068.65	2,266.39	197.74	9.56	203.68
Morphosys		8/10/12	24/06/13	259	2,677.86	4,575.75	1,897.89	70.87
		1/07/13	26/08/13	56	5,693.82	7,803.13	2,109.31	37.05
		9/09/13	14/04/14	217	7,200.30	8,201.79	1,001.49	13.91
		19/02/24	3/06/24	105	10,596.89	11,669.20	1,072.31	10.12
		10/06/24	1/07/24	21	11,460.38	11,715.62	255.24	2.23	200.28
Patrizia Immobilien		28/03/11	20/06/11	84	568.32	580.72	12.40	2.18
		22/12/14	27/07/15	217	1,775.17	3,231.43	1,456.25	82.03	86.01
WashTec		2/01/06	22/05/06	140	1,492.97	1,987.81	494.84	33.14
		29/02/16	28/03/16	28	3,685.96	4,586.88	900.92	24.44	65.69
Cancom		4/06/12	2/07/12	28	548.09	681.14	133.05	24.28	24.28
Adidas		9/01/12	19/03/12	70	5,176.79	6,489.17	1,312.37	25.35
		10/10/16	17/10/16	7	18,216.99	17,821.19	-395.81	-2.17	22.63
Sixt		29/05/06	12/06/06	14	3,373.20	2,862.99	-510.21	-15.13
		19/06/06	3/07/06	14	3,112.11	3,417.97	305.86	9.83
		23/10/06	26/02/07	126	2,978.42	3,917.50	939.08	31.53
		14/04/14	28/07/14	105	3,891.17	3,814.12	-77.05	-1.98	20.18
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
MTU Aero Engines		26/02/07	30/07/07	154	6,671.31	7,849.40	1,178.09	17.66	17.66
Vitesco Technologies		23/01/23	17/04/23	84	8,578.70	9,532.45	953.75	11.12	11.12
Knaus Tabbert		8/05/23	19/06/23	42	7,445.11	8,258.46	813.35	10.92	10.92
CTS Eventim		4/11/19	16/12/19	42	6,563.17	6,749.01	185.84	2.83	2.83
SFC Energy		10/09/12	17/09/12	7	678.89	684.42	5.52	0.81
		24/09/12	1/10/12	7	635.08	586.11	-48.97	-7.71
		12/03/18	26/03/18	14	1,066.84	1,060.30	-6.54	-0.61
		2/04/18	9/04/18	7	1,075.73	1,052.35	-23.38	-2.17
		16/04/18	11/06/18	56	1,140.68	1,141.58	0.90	0.08	-9.47
Schaeffler		16/12/19	27/01/20	42	1,236.81	1,081.76	-155.05	-12.54	-12.54
Hensoldt		17/04/23	8/05/23	21	5,431.59	4,695.92	-735.67	-13.54	-13.54
Atoss		10/06/19	5/08/19	56	4,249.73	3,864.19	-385.55	-9.07
		24/02/20	2/03/20	7	5,284.22	4,759.43	-524.79	-9.93	-18.10
Koenig & Bauer		25/01/16	8/02/16	14	3,888.88	3,090.57	-798.32	-20.53
		20/06/16	27/06/16	7	5,574.93	4,826.84	-748.09	-13.42
		11/07/16	8/08/16	28	4,978.74	5,635.41	656.67	13.19	-22.12
Nemetschek		16/07/18	23/07/18	7	4,993.30	4,998.80	5.49	0.11
		6/08/18	13/08/18	7	5,302.44	5,353.21	50.77	0.96
		27/08/18	3/09/18	7	6,084.52	6,138.86	54.34	0.89
		29/04/19	10/06/19	42	6,491.08	5,670.40	-820.68	-12.64
		27/01/20	24/02/20	28	7,715.72	7,325.86	-389.86	-5.05
		25/10/21	29/11/21	35	13,338.50	13,785.76	447.26	3.35
		27/12/21	10/01/22	14	14,598.23	11,600.12	-2,998.11	-20.54	-30.54
Adtran Networks		19/03/12	4/06/12	77	572.74	427.46	-145.27	-25.36
		3/08/15	17/08/15	14	1,382.12	1,353.82	-28.31	-2.05
		26/10/15	21/12/15	56	1,308.12	1,492.17	184.05	14.07
		28/12/15	11/01/16	14	1,498.56	1,299.32	-199.24	-13.30
		18/03/19	25/03/19	7	1,096.59	1,112.10	15.51	1.41
		1/04/19	29/04/19	28	1,158.70	944.27	-214.43	-18.51
		5/12/22	12/12/22	7	3,012.51	3,085.69	73.18	2.43	-38.79

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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