Assessment - Photon Photovoltaik-Aktienindex - 3/25/24 - RS = 9
⇐
⇓ instrument
freshest
⇓ Δday
3/25/24
⇓ Δwk
1/22/24
prc diff
⇓ Δ9
Curr
∅-RS
SOM Price Index
3,089.700
Thu
-0.51
2,975.030
3.85
3,090.870
-115.840
-3.75
USD
-19.63
Nextracker
56.980
Thu
-1.79
60.125
-5.23
45.575
14.550
31.93
USD
48.47
L
Sino-American Sili
215.000
Thu
-3.80
220.000
-2.27
196.000
24.000
12.24
TWD
29.41
L
Encavis
16.855
Thu
-0.03
16.880
-0.15
13.270
3.610
27.20
EUR
20.94
L
Flat Glass
19.020
Thu
-3.45
18.880
0.74
14.940
3.940
26.37
HKD
7.97
L
Xinyi Solar
6.060
Thu
1.17
6.160
-1.62
3.700
2.460
66.49
HKD
5.91
Scatec
72.150
Thu
-0.28
73.000
-1.16
67.150
5.850
8.71
NOK
4.20
Enlight Renewable
6,153.000
Thu
-2.02
6,419.000
-4.14
6,562.000
-143.000
-2.18
ILS
2.26
ReNew Energy Global
6.000
Thu
5.970
0.50
6.650
-0.680
-10.23
USD
0.42
L
GCL Poly Energy
1.280
Thu
0.79
1.310
-2.29
1.010
0.300
29.70
HKD
-3.74
Neoen
26.240
Thu
2.26
25.500
2.90
26.320
-0.820
-3.12
EUR
-5.73
S
West Holdings
2,866.000
Thu
0.92
2,782.000
3.02
3,330.000
-548.000
-16.46
JPY
-6.05
S
Grenergy Renovables
24.340
Thu
-1.62
24.640
-1.22
31.680
-7.040
-22.22
EUR
-6.43
L
First Solar
168.800
Thu
0.81
154.770
9.07
149.910
4.860
3.24
USD
-9.67
L
Daqo New Energy
28.150
Thu
5.39
26.590
5.87
20.090
6.500
32.35
USD
-10.32
Enphase Energy
120.980
Thu
0.98
111.050
8.94
107.150
3.900
3.64
USD
-14.22
Altus Power
4.780
Thu
0.21
4.590
4.14
5.700
-1.110
-19.47
USD
-17.08
L
SMA Solar
53.500
Thu
-5.56
53.900
-0.74
48.060
5.840
12.15
EUR
-20.90
Array Tech
14.910
Thu
-1.26
13.800
8.04
13.180
0.620
4.70
USD
-23.18
L
Xinte Energy
10.460
Thu
3.77
9.900
5.66
8.720
1.180
13.53
HKD
-24.46
S
BCPG
6.750
Thu
0.75
6.750
8.300
-1.550
-18.67
THB
-25.16
S
Sunrun
13.180
Thu
0.61
10.890
21.03
13.770
-2.880
-20.92
USD
-25.58
S
United Renewable
11.400
Thu
1.33
11.550
-1.30
13.200
-1.650
-12.50
TWD
-27.02
S
Solaria Energía
10.105
Thu
-1.13
9.964
1.42
14.235
-4.271
-30.00
EUR
-29.69
Canadian Solar
19.760
Thu
1.86
18.360
7.63
21.050
-2.690
-12.78
USD
-32.40
⇓ instrument
freshest
⇓ Δday
3/25/24
⇓ Δwk
1/22/24
prc diff
⇓ Δ9
Curr
∅-RS
Shoals Technologies
11.180
Thu
-4.93
11.790
-5.17
13.870
-2.080
-15.00
USD
-33.90
JinkoSolar
25.190
Thu
1.82
22.170
13.62
28.500
-6.330
-22.21
USD
-35.73
L
SolarEdge
70.980
Thu
1.85
64.020
10.87
71.850
-7.830
-10.90
USD
-46.81
S
Sunnova Energy
6.130
Thu
2.68
5.390
13.73
10.450
-5.060
-48.42
USD
-54.46
S
SunPower
3.000
Thu
4.53
2.570
16.73
3.210
-0.640
-19.94
USD
-54.85
S
Meyer Burger
0.025
Thu
-21.14
0.024
2.46
0.107
-0.082
-77.15
CHF
-88.84
PPVX - 30 out of 30 instruments rated - 3/25/24 / 1/22/24 - 13 did rise, Market-Ratio(9) = 43.33 %
Technical Chart
Transactions Photon Photovoltaik-Aktienindex * L9 - 45 ex 1 (1)
⇐
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
1/02/06
1/23/06
21
- cash -
long
1/23/06
2/06/06
14
Encavis
100
6,234
EUR
1.604
1.575
-0.029
-2
9,819
-38
2/06/06
3/20/06
42
Enlight Renewable
100
6
ILS
1,500.000
1,395.000
-105.000
-7
9,189
-47
3/20/06
4/03/06
14
Encavis
100
5,559
EUR
1.653
1.653
0.000
0
9,189
0
4/03/06
4/17/06
14
- cash -
4/17/06
5/01/06
14
Encavis
100
4,872
EUR
1.886
1.886
0.000
0
9,189
0
5/01/06
5/08/06
7
- cash -
5/08/06
6/12/06
35
Encavis
100
4,872
EUR
1.886
1.886
0.000
0
9,189
0
6/12/06
6/19/06
7
- cash -
6/19/06
6/26/06
7
Encavis
100
4,872
EUR
1.886
1.526
-0.360
-19
7,435
-100
6/26/06
9/25/06
91
- cash -
9/25/06
10/02/06
7
Encavis
100
3,730
EUR
1.993
1.925
-0.068
-3
7,182
-84
10/02/06
10/16/06
14
- cash -
10/16/06
10/23/06
7
Encavis
100
3,767
EUR
1.906
1.906
0.000
0
7,182
0
10/23/06
10/30/06
7
- cash -
10/30/06
12/11/06
42
Encavis
100
3,767
EUR
1.906
1.915
0.009
0
7,216
4
12/11/06
12/18/06
7
SunPower
100
185
USD
38.880
37.080
-1.800
-5
6,883
-92
12/18/06
1/08/07
21
Encavis
100
3,594
EUR
1.915
1.867
-0.048
-3
6,710
-36
1/08/07
2/19/07
42
SunPower
100
177
USD
37.770
45.000
7.230
19
7,990
358
2/19/07
3/19/07
28
Encavis
100
3,261
EUR
2.450
2.334
-0.116
-5
7,611
-47
3/19/07
3/26/07
7
- cash -
3/26/07
4/02/07
7
Encavis
100
3,261
EUR
2.334
2.266
-0.068
-3
7,390
-79
4/02/07
4/23/07
21
SunPower
100
157
USD
46.810
56.800
9.990
21
8,958
2,785
4/23/07
5/07/07
14
- cash -
5/07/07
5/14/07
7
SunPower
100
159
USD
56.200
56.630
0.430
1
9,027
49
5/14/07
5/21/07
7
- cash -
5/21/07
9/17/07
119
SunPower
100
170
USD
52.890
74.660
21.770
41
12,727
188
9/17/07
9/24/07
7
- cash -
9/24/07
11/12/07
49
SunPower
100
156
USD
81.120
109.880
28.760
35
17,214
859
11/12/07
1/14/08
63
First Solar
100
80
USD
212.630
175.880
-36.750
-17
14,274
-67
1/14/08
3/31/08
77
- cash -
3/31/08
4/14/08
14
First Solar
100
51
USD
278.000
285.790
7.790
3
14,671
106
4/14/08
4/28/08
14
- cash -
4/28/08
5/12/08
14
First Solar
100
53
USD
276.240
311.140
34.900
13
16,521
2,124
5/12/08
6/09/08
28
Canadian Solar
100
484
USD
34.100
37.200
3.100
9
18,021
211
6/09/08
9/01/08
84
- cash -
9/01/08
9/08/08
7
Canadian Solar
100
591
USD
30.460
26.610
-3.850
-13
15,746
-100
9/08/08
12/29/08
112
- cash -
12/29/08
2/09/09
42
Encavis
100
8,137
EUR
1.935
1.945
0.010
1
15,827
5
2/09/09
2/23/09
14
Enlight Renewable
100
105
ILS
150.000
131.000
-19.000
-13
13,832
-97
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
2/23/09
3/23/09
28
- cash -
3/23/09
3/30/09
7
Encavis
100
7,489
EUR
1.847
1.906
0.059
3
14,274
415
3/30/09
4/06/09
7
West Holdings
100
24,331
JPY
0.587
0.597
0.010
2
14,518
141
4/06/09
7/13/09
98
GCL Poly Energy
100
14,373
HKD
1.010
2.520
1.510
150
36,221
2,912
7/13/09
7/20/09
7
- cash -
7/20/09
8/03/09
14
GCL Poly Energy
100
12,404
HKD
2.920
3.400
0.480
16
42,175
5,187
8/03/09
8/10/09
7
- cash -
8/10/09
1/25/10
168
West Holdings
100
17,895
JPY
2.357
3.947
1.590
67
70,628
207
1/25/10
3/29/10
63
- cash -
3/29/10
4/19/10
21
West Holdings
100
15,753
JPY
4.483
3.783
-0.700
-16
59,601
-95
4/19/10
7/12/10
84
- cash -
7/12/10
8/09/10
28
United Renewable
100
490
TWD
121.526
120.414
-1.112
-1
59,056
-11
8/09/10
8/30/10
21
Enlight Renewable
100
196
ILS
300.000
342.000
42.000
14
67,288
875
8/30/10
9/06/10
7
United Renewable
100
477
TWD
141.038
145.896
4.858
3
69,605
485
9/06/10
11/22/10
77
Enlight Renewable
100
165
ILS
420.000
633.000
213.000
51
104,750
599
11/22/10
11/29/10
7
- cash -
11/29/10
12/06/10
7
Enlight Renewable
100
158
ILS
661.000
630.000
-31.000
-5
99,852
-92
12/06/10
1/24/11
49
- cash -
1/24/11
1/31/11
7
Enlight Renewable
100
166
ILS
600.000
551.000
-49.000
-8
91,718
-99
1/31/11
4/18/11
77
GCL Poly Energy
100
25,266
HKD
3.630
4.860
1.230
34
122,795
299
4/18/11
5/02/11
14
- cash -
5/02/11
5/23/11
21
GCL Poly Energy
100
22,531
HKD
5.450
4.010
-1.440
-26
90,351
-100
5/23/11
1/23/12
245
- cash -
1/23/12
3/12/12
49
Encavis
100
28,691
EUR
3.149
3.140
-0.009
0
90,092
-2
3/12/12
3/19/12
7
West Holdings
100
18,330
JPY
4.915
4.465
-0.450
-9
81,844
-99
3/19/12
3/26/12
7
Encavis
100
25,834
EUR
3.168
3.060
-0.108
-3
79,054
-84
3/26/12
9/17/12
175
- cash -
9/17/12
10/22/12
35
West Holdings
100
11,473
JPY
6.890
5.745
-1.145
-17
65,917
-85
10/22/12
11/05/12
14
- cash -
11/05/12
11/12/12
7
Encavis
100
19,878
EUR
3.316
3.368
0.052
2
66,951
125
11/12/12
12/17/12
35
- cash -
12/17/12
12/24/12
7
JinkoSolar
100
10,798
USD
6.200
5.550
-0.650
-10
59,932
-100
12/24/12
1/07/13
14
First Solar
100
1,996
USD
30.020
31.020
1.000
3
61,928
135
1/07/13
1/21/13
14
JinkoSolar
100
9,312
USD
6.650
7.730
1.080
16
71,985
4,958
1/21/13
1/28/13
7
Daqo New Energy
100
28,119
USD
2.560
2.474
-0.086
-3
69,567
-83
1/28/13
2/04/13
7
Enlight Renewable
100
142
ILS
489.000
440.000
-49.000
-10
62,609
-100
2/04/13
2/18/13
14
Daqo New Energy
100
26,986
USD
2.320
2.712
0.392
17
73,187
5,757
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
2/18/13
3/18/13
28
SunPower
100
5,465
USD
13.390
11.710
-1.680
-13
64,006
-83
3/18/13
5/20/13
63
- cash -
5/20/13
7/01/13
42
SunPower
100
2,819
USD
22.700
21.400
-1.300
-6
60,342
-40
7/01/13
7/08/13
7
Canadian Solar
100
5,113
USD
11.800
12.310
0.510
4
62,949
808
7/08/13
8/05/13
28
SunPower
100
2,643
USD
23.810
24.590
0.780
3
65,011
52
8/05/13
9/30/13
56
Canadian Solar
100
4,127
USD
15.750
16.990
1.240
8
70,128
64
9/30/13
10/07/13
7
Daqo New Energy
100
13,251
USD
5.292
4.754
-0.538
-10
62,999
-100
10/07/13
10/21/13
14
Canadian Solar
100
3,293
USD
19.130
23.120
3.990
21
76,138
13,863
10/21/13
10/28/13
7
Daqo New Energy
100
10,028
USD
7.592
6.014
-1.578
-21
60,314
-100
10/28/13
11/18/13
21
Canadian Solar
100
2,640
USD
22.840
31.000
8.160
36
81,856
20,123
11/18/13
11/25/13
7
Daqo New Energy
100
8,944
USD
9.152
7.792
-1.360
-15
69,693
-100
11/25/13
12/16/13
21
Canadian Solar
100
2,415
USD
28.850
29.130
0.280
1
70,369
18
12/16/13
12/30/13
14
- cash -
12/30/13
3/10/14
70
Canadian Solar
100
2,320
USD
30.320
36.040
5.720
19
83,639
146
3/10/14
3/24/14
14
Daqo New Energy
100
8,102
USD
10.322
7.220
-3.102
-30
58,507
-100
3/24/14
3/31/14
7
- cash -
3/31/14
4/14/14
14
Daqo New Energy
100
6,830
USD
8.566
7.948
-0.618
-7
54,286
-86
4/14/14
4/21/14
7
- cash -
4/21/14
4/28/14
7
Daqo New Energy
100
6,911
USD
7.854
8.266
0.412
5
57,133
1,338
4/28/14
6/16/14
49
- cash -
6/16/14
6/23/14
7
SunPower
100
1,481
USD
38.560
39.990
1.430
4
59,251
568
6/23/14
7/14/14
21
Daqo New Energy
100
9,363
USD
6.328
5.752
-0.576
-9
53,858
-81
7/14/14
7/21/14
7
SunPower
100
1,389
USD
38.760
38.840
0.080
0
53,969
11
7/21/14
8/04/14
14
Enphase Energy
100
4,750
USD
11.360
9.720
-1.640
-14
46,179
-98
8/04/14
8/11/14
7
- cash -
8/11/14
8/18/14
7
Enphase Energy
100
3,940
USD
11.720
13.190
1.470
13
51,971
47,305
8/18/14
9/08/14
21
- cash -
9/08/14
10/20/14
42
Enphase Energy
100
3,394
USD
15.310
12.230
-3.080
-20
41,517
-86
10/20/14
2/09/15
112
- cash -
2/09/15
3/16/15
35
Enphase Energy
100
2,869
USD
14.470
13.090
-1.380
-10
37,558
-65
3/16/15
6/01/15
77
Encavis
100
6,257
EUR
6.002
6.700
0.698
12
41,925
68
6/01/15
7/20/15
49
- cash -
7/20/15
7/27/15
7
SMA Solar
100
1,394
EUR
30.060
29.875
-0.185
-1
41,668
-28
7/27/15
10/26/15
91
- cash -
10/26/15
12/14/15
49
SMA Solar
100
970
EUR
42.950
43.775
0.825
2
42,468
15
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
12/14/15
12/21/15
7
- cash -
12/21/15
1/11/16
21
SMA Solar
100
790
EUR
53.700
49.315
-4.385
-8
39,004
-77
1/11/16
1/25/16
14
- cash -
1/25/16
2/01/16
7
SMA Solar
100
813
EUR
47.920
47.000
-0.920
-2
38,256
-64
2/01/16
3/14/16
42
- cash -
3/14/16
3/28/16
14
SMA Solar
100
879
EUR
43.500
41.180
-2.320
-5
36,216
-76
3/28/16
4/11/16
14
- cash -
4/11/16
5/09/16
28
SMA Solar
100
801
EUR
45.160
46.500
1.340
3
37,290
46
5/09/16
8/15/16
98
- cash -
8/15/16
8/22/16
7
Daqo New Energy
100
7,933
USD
4.700
4.954
0.254
5
39,305
1,456
8/22/16
8/29/16
7
- cash -
8/29/16
9/12/16
14
Daqo New Energy
100
7,953
USD
4.942
5.088
0.146
3
40,466
114
9/12/16
10/17/16
35
- cash -
10/17/16
10/31/16
14
Solaria Energía
100
50,268
EUR
0.805
0.825
0.020
2
41,471
90
10/31/16
1/16/17
77
- cash -
1/16/17
1/23/17
7
Enlight Renewable
100
38
ILS
1,081.000
1,074.000
-7.000
-1
41,205
-29
1/23/17
3/06/17
42
Solaria Energía
100
42,046
EUR
0.980
1.080
0.100
10
45,410
133
3/06/17
4/17/17
42
Enlight Renewable
100
36
ILS
1,250.000
1,242.000
-8.000
-1
45,122
-5
4/17/17
5/15/17
28
- cash -
5/15/17
5/22/17
7
Enlight Renewable
100
33
ILS
1,364.000
1,368.000
4.000
0
45,254
16
5/22/17
5/29/17
7
- cash -
5/29/17
6/12/17
14
Solaria Energía
100
35,915
EUR
1.260
1.390
0.130
10
49,923
1,194
6/12/17
6/19/17
7
- cash -
6/19/17
7/24/17
35
Solaria Energía
100
39,309
EUR
1.270
1.490
0.220
17
58,571
429
7/24/17
8/07/17
14
JinkoSolar
100
2,091
USD
28.000
29.020
1.020
4
60,704
154
8/07/17
9/11/17
35
SolarEdge
100
2,141
USD
28.350
24.850
-3.500
-12
53,210
-75
9/11/17
9/18/17
7
JinkoSolar
100
1,854
USD
28.700
27.640
-1.060
-4
51,245
-86
9/18/17
10/09/17
21
SolarEdge
100
1,912
USD
26.800
28.750
1.950
7
54,973
239
10/09/17
10/16/17
7
- cash -
10/16/17
10/30/17
14
Sino-American Sili
100
672
TWD
81.700
83.500
1.800
2
56,183
77
10/30/17
11/20/17
21
SolarEdge
100
1,726
USD
32.550
38.900
6.350
20
67,143
2,114
11/20/17
12/25/17
35
Enphase Energy
100
26,227
USD
2.560
2.420
-0.140
-5
63,471
-44
12/25/17
2/05/18
42
Daqo New Energy
100
5,876
USD
10.800
9.676
-1.124
-10
56,867
-62
2/05/18
2/12/18
7
Enphase Energy
100
24,724
USD
2.300
2.660
0.360
16
65,767
196,245
2/12/18
2/19/18
7
- cash -
2/19/18
2/26/18
7
Enphase Energy
100
25,791
USD
2.550
2.680
0.130
5
69,120
1,237
2/26/18
3/05/18
7
SolarEdge
100
1,357
USD
50.900
50.600
-0.300
-1
68,713
-27
3/05/18
3/19/18
14
- cash -
3/19/18
3/26/18
7
Enphase Energy
100
14,496
USD
4.740
4.920
0.180
4
71,322
598
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
3/26/18
4/09/18
14
- cash -
4/09/18
6/11/18
63
Enphase Energy
100
17,186
USD
4.150
4.620
0.470
11
79,400
86
6/11/18
6/18/18
7
Solaria Energía
100
13,808
EUR
5.750
6.240
0.490
9
86,166
7,011
6/18/18
11/12/18
147
- cash -
11/12/18
11/26/18
14
West Holdings
100
7,016
JPY
12.280
12.760
0.480
4
89,533
172
11/26/18
12/03/18
7
- cash -
12/03/18
12/10/18
7
West Holdings
100
6,656
JPY
13.450
11.840
-1.610
-12
78,817
-100
12/10/18
12/17/18
7
- cash -
12/17/18
12/24/18
7
Grenergy Renovables
100
14,595
EUR
5.400
4.660
-0.740
-14
68,017
-100
12/24/18
12/31/18
7
- cash -
12/31/18
3/25/19
84
Grenergy Renovables
100
11,626
EUR
5.850
6.750
0.900
15
78,480
86
3/25/19
4/01/19
7
Flat Glass
100
18,956
HKD
4.140
3.980
-0.160
-4
75,447
-87
4/01/19
4/22/19
21
Grenergy Renovables
100
10,059
EUR
7.500
7.600
0.100
1
76,453
26
4/22/19
4/29/19
7
Flat Glass
100
18,601
HKD
4.110
3.780
-0.330
-8
70,315
-99
4/29/19
5/06/19
7
Grenergy Renovables
100
8,659
EUR
8.120
7.800
-0.320
-4
67,544
-88
5/06/19
11/11/19
189
Enphase Energy
100
4,912
USD
13.750
18.740
4.990
36
92,055
82
11/11/19
11/18/19
7
Grenergy Renovables
100
7,248
EUR
12.700
11.950
-0.750
-6
86,619
-96
11/18/19
12/02/19
14
- cash -
12/02/19
12/16/19
14
Grenergy Renovables
100
5,430
EUR
15.950
13.850
-2.100
-13
75,216
-97
12/16/19
3/16/20
91
Enphase Energy
100
2,919
USD
25.760
27.450
1.690
7
80,149
29
3/16/20
5/11/20
56
- cash -
5/11/20
6/22/20
42
Enphase Energy
100
1,345
USD
59.580
45.560
-14.020
-24
61,292
-90
6/22/20
6/29/20
7
SolarEdge
100
400
USD
152.980
137.060
-15.920
-10
54,924
-100
6/29/20
7/20/20
21
Flat Glass
100
6,698
HKD
8.200
10.660
2.460
30
71,401
9,460
7/20/20
10/12/20
84
Sunrun
100
1,859
USD
38.400
63.790
25.390
66
118,601
807
10/12/20
10/19/20
7
Flat Glass
100
4,623
HKD
25.650
19.940
-5.710
-22
92,204
-100
10/19/20
10/26/20
7
JinkoSolar
100
1,219
USD
75.630
64.920
-10.710
-14
79,148
-100
10/26/20
11/16/20
21
Flat Glass
100
3,549
HKD
22.300
19.820
-2.480
-11
70,347
-87
11/16/20
11/23/20
7
Daqo New Energy
100
1,610
USD
43.684
40.840
-2.844
-7
65,768
-97
11/23/20
11/30/20
7
Flat Glass
100
2,910
HKD
22.600
21.650
-0.950
-4
63,003
-89
11/30/20
12/07/20
7
JinkoSolar
100
912
USD
69.040
58.360
-10.680
-15
53,263
-100
12/07/20
1/04/21
28
GCL Poly Energy
100
47,556
HKD
1.120
1.300
0.180
16
61,823
598
L/S date buy date sell days instrument spl pieces Curr prc buy prc sell prc diff d % asset yield
1/04/21
1/11/21
7
Flat Glass
100
1,761
HKD
35.100
33.600
-1.500
-4
59,182
-90
1/11/21
1/18/21
7
Daqo New Energy
100
773
USD
76.530
72.000
-4.530
-6
55,680
-96
1/18/21
3/01/21
42
GCL Poly Energy
100
32,753
HKD
1.700
3.230
1.530
90
105,792
26,355
3/01/21
7/05/21
126
- cash -
7/05/21
8/30/21
56
GCL Poly Energy
100
53,430
HKD
1.980
1.980
0.000
0
105,792
0
8/30/21
9/27/21
28
- cash -
9/27/21
10/04/21
7
GCL Poly Energy
100
53,430
HKD
1.980
1.980
0.000
0
105,792
0
10/04/21
10/18/21
14
- cash -
10/18/21
11/01/21
14
Xinte Energy
100
4,852
HKD
21.800
22.050
0.250
1
107,005
35
11/01/21
11/29/21
28
GCL Poly Energy
100
29,723
HKD
3.600
2.980
-0.620
-17
88,577
-91
11/29/21
12/06/21
7
Enphase Energy
100
345
USD
256.710
212.940
-43.770
-17
73,476
-100
12/06/21
12/20/21
14
West Holdings
100
1,181
JPY
62.200
56.000
-6.200
-10
66,154
-94
12/20/21
3/14/22
84
- cash -
3/14/22
4/04/22
21
Solaria Energía
100
3,366
EUR
19.650
21.160
1.510
8
71,237
262
4/04/22
4/11/22
7
Enphase Energy
100
329
USD
216.380
187.880
-28.500
-13
61,860
-100
4/11/22
4/25/22
14
Solaria Energía
100
2,698
EUR
22.920
20.990
-1.930
-8
56,653
-90
4/25/22
5/02/22
7
Encavis
100
2,742
EUR
20.660
19.710
-0.950
-5
54,048
-91
5/02/22
6/06/22
35
- cash -
6/06/22
6/13/22
7
JinkoSolar
100
805
USD
67.100
58.370
-8.730
-13
47,021
-100
6/13/22
6/27/22
14
- cash -
6/27/22
8/01/22
35
GCL Poly Energy
100
12,439
HKD
3.780
3.360
-0.420
-11
41,796
-71
8/01/22
9/26/22
56
Enphase Energy
100
148
USD
280.890
274.920
-5.970
-2
40,913
-13
9/26/22
10/03/22
7
First Solar
100
319
USD
128.210
136.620
8.410
7
43,595
2,646
10/03/22
11/28/22
56
- cash -
11/28/22
2/06/23
70
First Solar
100
263
USD
165.620
167.470
1.850
1
44,082
6
2/06/23
2/13/23
7
- cash -
2/13/23
3/13/23
28
First Solar
100
263
USD
167.260
203.580
36.320
22
53,634
1,196
3/13/23
5/22/23
70
- cash -
5/22/23
6/05/23
14
SMA Solar
100
533
EUR
100.600
93.200
-7.400
-7
49,690
-86
6/05/23
6/12/23
7
- cash -
6/12/23
6/19/23
7
First Solar
100
253
USD
196.240
188.990
-7.250
-4
47,856
-86
6/19/23
7/03/23
14
- cash -
7/03/23
7/31/23
28
SMA Solar
100
443
EUR
107.800
86.650
-21.150
-20
38,486
-94
7/31/23
8/07/23
7
First Solar
100
185
USD
207.400
195.600
-11.800
-6
36,303
-95
8/07/23
12/04/23
119
- cash -
12/04/23
1/22/24
49
ReNew Energy Global
100
5,467
USD
6.640
6.650
0.010
0
36,358
1
1/22/24
2/12/24
21
- cash -
2/12/24
2/19/24
7
Nextracker
100
620
USD
58.595
60.545
1.950
3
37,567
451
2/19/24
3/29/24
39
- cash -
accum 1/23/06
2/19/24 3780
days out of 6661 invested (57%)
276
37,567
14
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
GCL Poly Energy long 4/06/09 7/13/09 98 1.01 2.52 1.51 149.50
7/20/09 8/03/09 14 2.92 3.40 0.48 16.44
1/31/11 4/18/11 77 3.63 4.86 1.23 33.88
5/02/11 5/23/11 21 5.45 4.01 -1.44 -26.42
12/07/20 1/04/21 28 1.12 1.30 0.18 16.07
1/18/21 3/01/21 42 1.70 3.23 1.53 90.00
7/05/21 8/30/21 56 1.98 1.98 0.00 0.00
9/27/21 10/04/21 7 1.98 1.98 0.00 0.00
11/01/21 11/29/21 28 3.60 2.98 -0.62 -17.22
6/27/22 8/01/22 35 3.78 3.36 -0.42 -11.11 364.40
SunPower 12/11/06 12/18/06 7 38.88 37.08 -1.80 -4.63
1/08/07 2/19/07 42 37.77 45.00 7.23 19.14
4/02/07 4/23/07 21 46.81 56.80 9.99 21.34
5/07/07 5/14/07 7 56.20 56.63 0.43 0.77
5/21/07 9/17/07 119 52.89 74.66 21.77 41.16
9/24/07 11/12/07 49 81.12 109.88 28.76 35.45
2/18/13 3/18/13 28 13.39 11.71 -1.68 -12.55
5/20/13 7/01/13 42 22.70 21.40 -1.30 -5.73
7/08/13 8/05/13 28 23.81 24.59 0.78 3.28
6/16/14 6/23/14 7 38.56 39.99 1.43 3.71
7/14/14 7/21/14 7 38.76 38.84 0.08 0.21 135.06
Canadian Solar 5/12/08 6/09/08 28 34.10 37.20 3.10 9.09
9/01/08 9/08/08 7 30.46 26.61 -3.85 -12.64
7/01/13 7/08/13 7 11.80 12.31 0.51 4.32
8/05/13 9/30/13 56 15.75 16.99 1.24 7.87
10/07/13 10/21/13 14 19.13 23.12 3.99 20.86
10/28/13 11/18/13 21 22.84 31.00 8.16 35.73
11/25/13 12/16/13 21 28.85 29.13 0.28 0.97
12/30/13 3/10/14 70 30.32 36.04 5.72 18.87 111.15
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Sunrun 7/20/20 10/12/20 84 38.40 63.79 25.39 66.12 66.12
Solaria Energía 10/17/16 10/31/16 14 0.81 0.83 0.02 2.48
1/23/17 3/06/17 42 0.98 1.08 0.10 10.20
5/29/17 6/12/17 14 1.26 1.39 0.13 10.32
6/19/17 7/24/17 35 1.27 1.49 0.22 17.32
6/11/18 6/18/18 7 5.75 6.24 0.49 8.52
3/14/22 4/04/22 21 19.65 21.16 1.51 7.68
4/11/22 4/25/22 14 22.92 20.99 -1.93 -8.42 56.44
First Solar 11/12/07 1/14/08 63 212.63 175.88 -36.75 -17.28
3/31/08 4/14/08 14 278.00 285.79 7.79 2.80
4/28/08 5/12/08 14 276.24 311.14 34.90 12.63
12/24/12 1/07/13 14 30.02 31.02 1.00 3.33
9/26/22 10/03/22 7 128.21 136.62 8.41 6.56
11/28/22 2/06/23 70 165.62 167.47 1.85 1.12
2/13/23 3/13/23 28 167.26 203.58 36.32 21.71
6/12/23 6/19/23 7 196.24 188.99 -7.25 -3.69
7/31/23 8/07/23 7 207.40 195.60 -11.80 -5.69 17.89
Enlight Renewable 2/06/06 3/20/06 42 1,500.00 1,395.00 -105.00 -7.00
2/09/09 2/23/09 14 150.00 131.00 -19.00 -12.67
8/09/10 8/30/10 21 300.00 342.00 42.00 14.00
9/06/10 11/22/10 77 420.00 633.00 213.00 50.71
11/29/10 12/06/10 7 661.00 630.00 -31.00 -4.69
1/24/11 1/31/11 7 600.00 551.00 -49.00 -8.17
1/28/13 2/04/13 7 489.00 440.00 -49.00 -10.02
1/16/17 1/23/17 7 1,081.00 1,074.00 -7.00 -0.65
3/06/17 4/17/17 42 1,250.00 1,242.00 -8.00 -0.64
5/15/17 5/22/17 7 1,364.00 1,368.00 4.00 0.29 8.81
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Nextracker 2/12/24 2/19/24 7 58.60 60.55 1.95 3.33 3.33
United Renewable 7/12/10 8/09/10 28 121.53 120.41 -1.11 -0.92
8/30/10 9/06/10 7 141.04 145.90 4.86 3.44 2.50
Sino-American Sili 10/16/17 10/30/17 14 81.70 83.50 1.80 2.20 2.20
Xinte Energy 10/18/21 11/01/21 14 21.80 22.05 0.25 1.15 1.15
ReNew Energy Global 12/04/23 1/22/24 49 6.64 6.65 0.01 0.15 0.15
SolarEdge 8/07/17 9/11/17 35 28.35 24.85 -3.50 -12.35
9/18/17 10/09/17 21 26.80 28.75 1.95 7.28
10/30/17 11/20/17 21 32.55 38.90 6.35 19.51
2/26/18 3/05/18 7 50.90 50.60 -0.30 -0.59
6/22/20 6/29/20 7 152.98 137.06 -15.92 -10.41 0.09
West Holdings 3/30/09 4/06/09 7 0.59 0.60 0.01 1.70
8/10/09 1/25/10 168 2.36 3.95 1.59 67.47
3/29/10 4/19/10 21 4.48 3.78 -0.70 -15.61
3/12/12 3/19/12 7 4.92 4.47 -0.45 -9.16
9/17/12 10/22/12 35 6.89 5.75 -1.15 -16.62
11/12/18 11/26/18 14 12.28 12.76 0.48 3.91
12/03/18 12/10/18 7 13.45 11.84 -1.61 -11.97
12/06/21 12/20/21 14 62.20 56.00 -6.20 -9.97 -10.34
Grenergy Renovables 12/17/18 12/24/18 7 5.40 4.66 -0.74 -13.70
12/31/18 3/25/19 84 5.85 6.75 0.90 15.38
4/01/19 4/22/19 21 7.50 7.60 0.10 1.33
4/29/19 5/06/19 7 8.12 7.80 -0.32 -3.94
11/11/19 11/18/19 7 12.70 11.95 -0.75 -5.91
12/02/19 12/16/19 14 15.95 13.85 -2.10 -13.17 -20.81
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Encavis 1/23/06 2/06/06 14 1.60 1.58 -0.03 -1.81
3/20/06 4/03/06 14 1.65 1.65 0.00 0.00
4/17/06 5/01/06 14 1.89 1.89 0.00 0.00
5/08/06 6/12/06 35 1.89 1.89 0.00 0.00
6/19/06 6/26/06 7 1.89 1.53 -0.36 -19.09
9/25/06 10/02/06 7 1.99 1.93 -0.07 -3.41
10/16/06 10/23/06 7 1.91 1.91 0.00 0.00
10/30/06 12/11/06 42 1.91 1.92 0.01 0.47
12/18/06 1/08/07 21 1.92 1.87 -0.05 -2.51
2/19/07 3/19/07 28 2.45 2.33 -0.12 -4.73
3/26/07 4/02/07 7 2.33 2.27 -0.07 -2.91
12/29/08 2/09/09 42 1.94 1.95 0.01 0.52
3/23/09 3/30/09 7 1.85 1.91 0.06 3.19
1/23/12 3/12/12 49 3.15 3.14 -0.01 -0.29
3/19/12 3/26/12 7 3.17 3.06 -0.11 -3.41
11/05/12 11/12/12 7 3.32 3.37 0.05 1.57
3/16/15 6/01/15 77 6.00 6.70 0.70 11.63
4/25/22 5/02/22 7 20.66 19.71 -0.95 -4.60 -24.87
Flat Glass 3/25/19 4/01/19 7 4.14 3.98 -0.16 -3.86
4/22/19 4/29/19 7 4.11 3.78 -0.33 -8.03
6/29/20 7/20/20 21 8.20 10.66 2.46 30.00
10/12/20 10/19/20 7 25.65 19.94 -5.71 -22.26
10/26/20 11/16/20 21 22.30 19.82 -2.48 -11.12
11/23/20 11/30/20 7 22.60 21.65 -0.95 -4.20
1/04/21 1/11/21 7 35.10 33.60 -1.50 -4.27 -27.17
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Enphase Energy 7/21/14 8/04/14 14 11.36 9.72 -1.64 -14.44
8/11/14 8/18/14 7 11.72 13.19 1.47 12.54
9/08/14 10/20/14 42 15.31 12.23 -3.08 -20.12
2/09/15 3/16/15 35 14.47 13.09 -1.38 -9.54
11/20/17 12/25/17 35 2.56 2.42 -0.14 -5.47
2/05/18 2/12/18 7 2.30 2.66 0.36 15.65
2/19/18 2/26/18 7 2.55 2.68 0.13 5.10
3/19/18 3/26/18 7 4.74 4.92 0.18 3.80
4/09/18 6/11/18 63 4.15 4.62 0.47 11.33
5/06/19 11/11/19 189 13.75 18.74 4.99 36.29
12/16/19 3/16/20 91 25.76 27.45 1.69 6.56
5/11/20 6/22/20 42 59.58 45.56 -14.02 -23.53
11/29/21 12/06/21 7 256.71 212.94 -43.77 -17.05
4/04/22 4/11/22 7 216.38 187.88 -28.50 -13.17
8/01/22 9/26/22 56 280.89 274.92 -5.97 -2.13 -27.67
SMA Solar 7/20/15 7/27/15 7 30.06 29.88 -0.18 -0.62
10/26/15 12/14/15 49 42.95 43.78 0.82 1.92
12/21/15 1/11/16 21 53.70 49.32 -4.39 -8.17
1/25/16 2/01/16 7 47.92 47.00 -0.92 -1.92
3/14/16 3/28/16 14 43.50 41.18 -2.32 -5.33
4/11/16 5/09/16 28 45.16 46.50 1.34 2.97
5/22/23 6/05/23 14 100.60 93.20 -7.40 -7.36
7/03/23 7/31/23 28 107.80 86.65 -21.15 -19.62 -33.77
JinkoSolar 12/17/12 12/24/12 7 6.20 5.55 -0.65 -10.48
1/07/13 1/21/13 14 6.65 7.73 1.08 16.24
7/24/17 8/07/17 14 28.00 29.02 1.02 3.64
9/11/17 9/18/17 7 28.70 27.64 -1.06 -3.69
10/19/20 10/26/20 7 75.63 64.92 -10.71 -14.16
11/30/20 12/07/20 7 69.04 58.36 -10.68 -15.47
6/06/22 6/13/22 7 67.10 58.37 -8.73 -13.01 -34.44
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Daqo New Energy 1/21/13 1/28/13 7 2.56 2.47 -0.09 -3.36
2/04/13 2/18/13 14 2.32 2.71 0.39 16.90
9/30/13 10/07/13 7 5.29 4.75 -0.54 -10.17
10/21/13 10/28/13 7 7.59 6.01 -1.58 -20.79
11/18/13 11/25/13 7 9.15 7.79 -1.36 -14.86
3/10/14 3/24/14 14 10.32 7.22 -3.10 -30.05
3/31/14 4/14/14 14 8.57 7.95 -0.62 -7.21
4/21/14 4/28/14 7 7.85 8.27 0.41 5.25
6/23/14 7/14/14 21 6.33 5.75 -0.58 -9.10
8/15/16 8/22/16 7 4.70 4.95 0.25 5.40
8/29/16 9/12/16 14 4.94 5.09 0.15 2.95
12/25/17 2/05/18 42 10.80 9.68 -1.12 -10.41
11/16/20 11/23/20 7 43.68 40.84 -2.84 -6.51
1/11/21 1/18/21 7 76.53 72.00 -4.53 -5.92 -63.66
Annotations
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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