Share-o-matic - Assessment PSI 20 (Portuguese Stock Index 20 )

Assessment - Portuguese Stock Index 20 in Japanese yen - 1/07/24 - RS = 11

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	15/04/24	prc diff	⇓ Δ11	⇓∅-RS
		PSI 20	1,136,266.173	12/08/24	0.09	1,142,766.956	-0.57	1,027,155.988	115,610.968	11.26	13.00
	L	Altri	821.480	12/08/24	-0.04	935.863	-12.22	816.628	119.235	14.60	26.00
		Banco Comercial	65.476	12/08/24	0.16	60.069	9.00	49.057	11.012	22.45	33.60
		Corticeira Amorim	1,547.640	12/08/24		1,570.170	-1.43	1,594.261	-24.090	-1.51	2.44
		CTT-Correios	726.161	12/08/24	0.24	730.493	-0.59	729.133	1.361	0.19	23.32
	L	Energias de Portugal	637.947	12/08/24	-0.43	615.590	3.63	585.108	30.482	5.21	-4.03
	L	EDP Renováveis	2,428.045	12/08/24	-0.92	2,301.530	5.50	2,089.088	212.443	10.17	-5.88
		Galp Energia	3,303.250	12/08/24	0.16	3,438.431	-3.93	2,654.370	784.061	29.54	50.22
		Greenvolt	1,447.122	12/08/24	0.60	1,473.118	-1.76	1,361.594	111.525	8.19	29.86
		Jerónimo Martins	2,811.056	12/08/24	0.81	3,330.980	-15.61	2,960.770	370.210	12.50	-4.24
		Mota-Engil	584.395	12/08/24	0.30	614.897	-4.96	722.906	-108.009	-14.94	9.87
		NOS	597.913	12/08/24	0.58	584.915	2.22	593.137	-8.222	-1.39	7.86
	L	Redes Energéticas	407.274	12/08/24	-0.42	396.009	2.84	360.470	35.539	9.86	4.17
		Semapa	2,478.304	12/08/24	0.56	2,526.831	-1.92	2,480.689	46.142	1.86	13.50
		Sonae	157.884	12/08/24	0.77	153.551	2.82	146.482	7.069	4.83	3.46
		The Navigator	625.988	12/08/24	0.84	671.049	-6.71	637.704	33.344	5.23	15.10
PSI 20 - 15 out of 15 instruments rated - 1/07/24 / 15/04/24 - 12 did rise, Market-Ratio(11) in JPY = 80.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 11 - B/S = 66/66

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

Transactions Portuguese Stock Index 20 in Japanese yen * S11 - 66 ex 8 (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		22/05/06	140		- cash -
short	22/05/06	7/08/06	77		Banco Comercial	100	6	1,455.711	1,537.301	1,374.121	-81.590	-6	9,510	-24
7/08/06		14/08/06	7		- cash -
	14/08/06	21/08/06	7		Banco Comercial	100	6	1,570.507	1,624.408	1,516.606	-53.901	-3	9,187	-84
21/08/06		6/11/06	77		- cash -
	6/11/06	13/11/06	7		NOS	100	6	1,431.763	1,445.453	1,418.074	-13.690	-1	9,105	-39
13/11/06		13/08/07	273		- cash -
	13/08/07	10/12/07	119		Corticeira Amorim	100	27	332.367	327.400	337.408	5.042	2	9,241	5
10/12/07		17/12/07	7		- cash -
	17/12/07	7/04/08	112		Semapa	100	5	1,560.852	1,382.915	1,761.683	200.831	13	10,245	48
7/04/08		14/04/08	7		- cash -
	14/04/08	12/05/08	28		Sonae	100	56	182.024	179.930	184.142	2.118	1	10,364	16
12/05/08		19/05/08	7		- cash -
	19/05/08	26/05/08	7		Banco Comercial	100	7	1,297.120	1,298.272	1,295.969	-1.151	0	10,356	-5
26/05/08		9/06/08	14		- cash -
	9/06/08	12/01/09	217		Banco Comercial	100	8	1,180.040	481.201	2,893.789	1,713.748	145	24,066	352
12/01/09		19/01/09	7		- cash -
	19/01/09	13/04/09	84		Banco Comercial	100	54	438.764	404.524	475.903	37.139	8	26,071	42
13/04/09		20/04/09	7		- cash -
	20/04/09	27/04/09	7		Corticeira Amorim	100	287	90.552	90.076	91.031	0.478	1	26,209	32
27/04/09		6/07/09	70		- cash -
	6/07/09	24/08/09	49		Corticeira Amorim	100	278	93.982	120.337	67.627	-26.355	-28	18,882	-91
24/08/09		30/11/09	98		- cash -
	30/11/09	11/01/10	42		Redes Energéticas	100	49	383.677	405.634	361.721	-21.957	-6	17,806	-40
11/01/10		25/01/10	14		- cash -
	25/01/10	26/04/10	91		EDP Renováveis	100	21	811.726	643.789	1,023.470	211.744	26	22,253	153
26/04/10		3/05/10	7		- cash -
	3/05/10	2/08/10	91		Mota-Engil	100	66	335.685	249.421	451.785	116.100	35	29,915	229
2/08/10		16/08/10	14		- cash -
	16/08/10	23/08/10	7		Mota-Engil	100	126	236.878	239.426	234.329	-2.548	-1	29,594	-43
23/08/10		30/08/10	7		- cash -
	30/08/10	13/09/10	14		Mota-Engil	100	124	237.097	242.345	231.848	-5.248	-2	28,943	-44
13/09/10		27/09/10	14		- cash -
	27/09/10	4/10/10	7		EDP Renováveis	100	62	465.388	467.425	463.350	-2.037	0	28,817	-20
4/10/10		11/10/10	7		- cash -
	11/10/10	25/10/10	14		EDP Renováveis	100	61	467.446	485.653	449.239	-18.207	-4	27,706	-65
25/10/10		22/11/10	28		- cash -
	22/11/10	20/12/10	28		Mota-Engil	100	122	226.483	198.668	258.193	31.710	14	31,575	452
20/12/10		27/12/10	7		- cash -
	27/12/10	31/01/11	35		Mota-Engil	100	164	191.418	222.008	160.828	-30.590	-16	26,558	-84
31/01/11		21/02/11	21		- cash -
	21/02/11	14/03/11	21		Altri	100	140	188.374	189.252	187.496	-0.878	0	26,435	-8
14/03/11		11/04/11	28		- cash -
	11/04/11	6/02/12	301		Mota-Engil	100	120	218.511	126.315	377.998	159.487	73	45,574	94
6/02/12		20/02/12	14		- cash -
	20/02/12	27/02/12	7		Banco Comercial	100	519	87.774	81.813	94.169	6.395	7	48,893	3,813
27/02/12		12/03/12	14		- cash -
	12/03/12	26/03/12	14		Banco Comercial	100	624	78.268	76.194	80.399	2.131	3	50,223	101
26/03/12		9/04/12	14		- cash -
	9/04/12	20/08/12	133		Banco Comercial	100	808	62.120	44.359	86.991	24.871	40	70,318	152
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
20/08/12		1/04/13	224		- cash -
	1/04/13	20/05/13	49		Galp Energia	100	47	1,484.744	1,661.013	1,308.476	-176.269	-12	62,034	-61
20/05/13		3/06/13	14		- cash -
	3/06/13	17/06/13	14		Redes Energéticas	100	214	288.582	277.029	300.616	12.034	4	64,609	190
17/06/13		24/06/13	7		- cash -
	24/06/13	19/08/13	56		Galp Energia	100	43	1,468.940	1,634.244	1,303.636	-165.304	-11	57,501	-54
19/08/13		16/09/13	28		- cash -
	16/09/13	23/09/13	7		Redes Energéticas	100	198	290.349	289.555	291.144	0.795	0	57,659	15
23/09/13		19/05/14	238		- cash -
	19/05/14	29/09/14	133		Jerónimo Martins	100	32	1,789.746	1,221.970	2,621.334	831.588	46	84,269	185
29/09/14		6/10/14	7		- cash -
	6/10/14	29/12/14	84		Jerónimo Martins	100	75	1,120.308	1,218.199	1,022.417	-97.891	-9	76,927	-33
29/12/14		5/01/15	7		- cash -
	5/01/15	19/01/15	14		Mota-Engil	100	210	365.865	387.472	344.258	-21.607	-6	72,390	-80
19/01/15		1/06/15	133		- cash -
	1/06/15	9/11/15	161		Mota-Engil	100	205	352.390	287.705	431.619	79.228	22	88,632	58
9/11/15		16/11/15	7		- cash -
	16/11/15	23/11/15	7		Banco Comercial	100	1,077	82.272	84.260	80.284	-1.988	-2	86,491	-72
23/11/15		7/12/15	14		- cash -
	7/12/15	4/04/16	119		Banco Comercial	100	1,022	84.616	58.125	123.180	38.564	46	125,904	216
4/04/16		11/04/16	7		- cash -
	11/04/16	25/04/16	14		Banco Comercial	100	2,384	52.801	66.029	39.573	-13.228	-25	94,367	-100
25/04/16		16/05/16	21		- cash -
	16/05/16	8/08/16	84		Banco Comercial	100	1,861	50.685	27.419	93.694	43.008	85	174,406	1,344
8/08/16		19/09/16	42		- cash -
	19/09/16	13/02/17	147		Banco Comercial	100	7,551	23.095	17.471	30.529	7.434	32	230,538	100
13/02/17		6/03/17	21		- cash -
	6/03/17	27/03/17	21		Banco Comercial	100	13,221	17.437	21.640	13.233	-4.203	-24	174,966	-99
27/03/17		10/07/17	105		- cash -
	10/07/17	22/01/18	196		CTT-Correios	100	248	703.869	477.134	1,038.347	334.479	48	257,917	106
22/01/18		29/01/18	7		- cash -
	29/01/18	3/09/18	217		CTT-Correios	100	544	474.067	432.602	519.507	45.439	10	282,636	17
	3/09/18	4/02/19	154		Mota-Engil	100	845	334.260	241.175	463.273	129.013	39	391,651	117
4/02/19		29/04/19	84		- cash -
	29/04/19	21/10/19	175		Semapa	100	213	1,831.010	1,551.297	2,161.158	330.148	18	461,973	41
21/10/19		2/12/19	42		- cash -
	2/12/19	9/12/19	7		Banco Comercial	100	19,893	23.222	23.248	23.197	-0.026	0	461,461	-6
9/12/19		13/01/20	35		- cash -
	13/01/20	1/06/20	140		NOS	100	789	584.778	467.108	732.091	147.312	25	577,690	80
1/06/20		29/06/20	28		- cash -
	29/06/20	23/11/20	147		Banco Comercial	100	44,203	13.069	13.918	12.220	-0.849	-6	540,155	-15
	23/11/20	30/11/20	7		NOS	100	1,551	348.259	398.896	297.621	-50.637	-15	461,616	-100
30/11/20		21/12/20	21		- cash -
	21/12/20	28/12/20	7		Galp Energia	100	440	1,047.109	1,120.072	974.146	-72.963	-7	429,513	-98
28/12/20		15/02/21	49		- cash -
	15/02/21	12/04/21	56		NOS	100	1,200	357.745	396.015	319.474	-38.271	-11	383,588	-52
12/04/21		26/04/21	14		- cash -
	26/04/21	3/05/21	7		Corticeira Amorim	100	293	1,305.723	1,355.274	1,256.172	-49.551	-4	369,069	-87
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/05/21		31/05/21	28		- cash -
	31/05/21	23/08/21	84		NOS	100	942	391.412	453.901	328.924	-62.489	-16	310,205	-53
23/08/21		20/09/21	28		- cash -
	20/09/21	27/09/21	7		Galp Energia	100	292	1,059.262	1,203.635	914.890	-144.373	-14	268,048	-100
27/09/21		22/11/21	56		- cash -
	22/11/21	28/03/22	126		Mota-Engil	100	1,614	165.982	183.347	148.617	-17.365	-10	240,021	-27
28/03/22		13/06/22	77		- cash -
	13/06/22	12/12/22	182		CTT-Correios	100	519	462.191	459.956	464.438	2.246	0	241,186	1
12/12/22		9/01/23	28		- cash -
	9/01/23	3/04/23	84		Altri	100	340	708.943	694.400	723.791	14.848	2	246,235	9
3/04/23		15/05/23	42		- cash -
	15/05/23	11/09/23	119		Greenvolt	100	249	987.400	947.801	1,028.654	41.254	4	256,507	13
11/09/23		18/09/23	7		- cash -
	18/09/23	6/11/23	49		EDP Renováveis	100	99	2,571.816	2,624.692	2,518.941	-52.876	-2	251,272	-14
6/11/23		13/11/23	7		- cash -
	13/11/23	4/12/23	21		EDP Renováveis	100	100	2,510.763	2,645.392	2,376.134	-134.629	-5	237,809	-62
4/12/23		1/01/24	28		- cash -
	1/01/24	8/01/24	7		NOS	100	474	501.194	522.740	479.648	-21.546	-4	227,597	-90
8/01/24		15/01/24	7		- cash -
	15/01/24	25/03/24	70		NOS	100	434	523.465	582.511	464.419	-59.046	-11	201,971	-46
25/03/24		1/04/24	7		- cash -
	1/04/24	8/04/24	7		EDP Renováveis	100	98	2,043.417	2,003.202	2,084.440	41.023	2	205,991	182
8/04/24		15/04/24	7		- cash -
	15/04/24	22/04/24	7		EDP Renováveis	100	98	2,089.088	2,100.297	2,077.878	-11.210	-1	204,892	-24
22/04/24		17/06/24	56		- cash -
	17/06/24	12/08/24	56		EDP Renováveis	100	90	2,263.660	2,428.045	2,099.275	-164.385	-7	190,098	-39
accum	22/05/06	12/08/24	4686	days out of 7122 invested (66%)							1,801		190,098	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Banco Comercial	short	22/05/06	7/08/06	77	1,455.71	1,537.30	1,374.12	-81.59	-5.60
		14/08/06	21/08/06	7	1,570.51	1,624.41	1,516.61	-53.90	-3.43
		19/05/08	26/05/08	7	1,297.12	1,298.27	1,295.97	-1.15	-0.09
		9/06/08	12/01/09	217	1,180.04	481.20	2,893.79	1,713.75	145.23
		19/01/09	13/04/09	84	438.76	404.52	475.90	37.14	8.46
		20/02/12	27/02/12	7	87.77	81.81	94.17	6.40	7.29
		12/03/12	26/03/12	14	78.27	76.19	80.40	2.13	2.72
		9/04/12	20/08/12	133	62.12	44.36	86.99	24.87	40.04
		16/11/15	23/11/15	7	82.27	84.26	80.28	-1.99	-2.42
		7/12/15	4/04/16	119	84.62	58.13	123.18	38.56	45.58
		11/04/16	25/04/16	14	52.80	66.03	39.57	-13.23	-25.05
		16/05/16	8/08/16	84	50.69	27.42	93.69	43.01	84.85
		19/09/16	13/02/17	147	23.09	17.47	30.53	7.43	32.19
		6/03/17	27/03/17	21	17.44	21.64	13.23	-4.20	-24.11
		2/12/19	9/12/19	7	23.22	23.25	23.20	-0.03	-0.11
		29/06/20	23/11/20	147	13.07	13.92	12.22	-0.85	-6.50	589.43
Mota-Engil		3/05/10	2/08/10	91	335.69	249.42	451.79	116.10	34.59
		16/08/10	23/08/10	7	236.88	239.43	234.33	-2.55	-1.08
		30/08/10	13/09/10	14	237.10	242.35	231.85	-5.25	-2.21
		22/11/10	20/12/10	28	226.48	198.67	258.19	31.71	14.00
		27/12/10	31/01/11	35	191.42	222.01	160.83	-30.59	-15.98
		11/04/11	6/02/12	301	218.51	126.32	378.00	159.49	72.99
		5/01/15	19/01/15	14	365.87	387.47	344.26	-21.61	-5.91
		1/06/15	9/11/15	161	352.39	287.71	431.62	79.23	22.48
		3/09/18	4/02/19	154	334.26	241.18	463.27	129.01	38.60
		22/11/21	28/03/22	126	165.98	183.35	148.62	-17.37	-10.46	208.52
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
CTT-Correios		10/07/17	22/01/18	196	703.87	477.13	1,038.35	334.48	47.52
		29/01/18	3/09/18	217	474.07	432.60	519.51	45.44	9.58
		13/06/22	12/12/22	182	462.19	459.96	464.44	2.25	0.49	62.45
Jerónimo Martins		19/05/14	29/09/14	133	1,789.75	1,221.97	2,621.33	831.59	46.46
		6/10/14	29/12/14	84	1,120.31	1,218.20	1,022.42	-97.89	-8.74	33.67
Semapa		17/12/07	7/04/08	112	1,560.85	1,382.92	1,761.68	200.83	12.87
		29/04/19	21/10/19	175	1,831.01	1,551.30	2,161.16	330.15	18.03	33.22
EDP Renováveis		25/01/10	26/04/10	91	811.73	643.79	1,023.47	211.74	26.09
		27/09/10	4/10/10	7	465.39	467.42	463.35	-2.04	-0.44
		11/10/10	25/10/10	14	467.45	485.65	449.24	-18.21	-3.90
		18/09/23	6/11/23	49	2,571.82	2,624.69	2,518.94	-52.88	-2.06
		13/11/23	4/12/23	21	2,510.76	2,645.39	2,376.13	-134.63	-5.36
		1/04/24	8/04/24	7	2,043.42	2,003.20	2,084.44	41.02	2.01
		15/04/24	22/04/24	7	2,089.09	2,100.30	2,077.88	-11.21	-0.54
		17/06/24	12/08/24	56	2,263.66	2,428.05	2,099.27	-164.39	-7.26	5.22
Greenvolt		15/05/23	11/09/23	119	987.40	947.80	1,028.65	41.25	4.18	4.18
Altri		21/02/11	14/03/11	21	188.37	189.25	187.50	-0.88	-0.47
		9/01/23	3/04/23	84	708.94	694.40	723.79	14.85	2.09	1.62
Sonae		14/04/08	12/05/08	28	182.02	179.93	184.14	2.12	1.16	1.16
Redes Energéticas		30/11/09	11/01/10	42	383.68	405.63	361.72	-21.96	-5.72
		3/06/13	17/06/13	14	288.58	277.03	300.62	12.03	4.17
		16/09/13	23/09/13	7	290.35	289.56	291.14	0.80	0.27	-1.52
Corticeira Amorim		13/08/07	10/12/07	119	332.37	327.40	337.41	5.04	1.52
		20/04/09	27/04/09	7	90.55	90.08	91.03	0.48	0.53
		6/07/09	24/08/09	49	93.98	120.34	67.63	-26.35	-28.04
		26/04/21	3/05/21	7	1,305.72	1,355.27	1,256.17	-49.55	-3.79	-29.35
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
NOS		6/11/06	13/11/06	7	1,431.76	1,445.45	1,418.07	-13.69	-0.96
		13/01/20	1/06/20	140	584.78	467.11	732.09	147.31	25.19
		23/11/20	30/11/20	7	348.26	398.90	297.62	-50.64	-14.54
		15/02/21	12/04/21	56	357.74	396.02	319.47	-38.27	-10.70
		31/05/21	23/08/21	84	391.41	453.90	328.92	-62.49	-15.96
		1/01/24	8/01/24	7	501.19	522.74	479.65	-21.55	-4.30
		15/01/24	25/03/24	70	523.47	582.51	464.42	-59.05	-11.28	-32.48
Galp Energia		1/04/13	20/05/13	49	1,484.74	1,661.01	1,308.48	-176.27	-11.87
		24/06/13	19/08/13	56	1,468.94	1,634.24	1,303.64	-165.30	-11.25
		21/12/20	28/12/20	7	1,047.11	1,120.07	974.15	-72.96	-6.97
		20/09/21	27/09/21	7	1,059.26	1,203.64	914.89	-144.37	-13.63	-37.16

Annotations

20/04/18	PSI 20	F.Ramada replaces Novabase
24/10/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
2/05/16	Navigator	name change, Portucel Soporcel before
19/04/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
23/12/15	PSI 20	Banif is excluded
21/09/15	PSI 20	complete analysis


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