Share-o-matic - Portfolio

Wed, 17th Sep 2025, 19:00UTC

Assessment - Medical Technology - 1/07/24 - RS = 36

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	23/10/23	prc diff	⇓ Δ36	Curr	⇓∅-RS
		SOM Medical Tech	936.448	12/08/24	-0.02	924.069	1.34	812.658	111.411	13.71	USD	1.19
	S	Align Technology	213.570	12/08/24	-0.63	238.640	-10.51	265.720	-27.080	-10.19	USD	-13.41
	L	Ambu	137.700	12/08/24	-0.40	136.550	0.84	67.940	68.610	100.99	DKK	37.16
	L	Amplifon	28.150	12/08/24	1.33	33.220	-15.26	27.060	6.160	22.76	EUR	12.85
	S	Carl Zeiss Meditec	60.350	12/08/24	-5.33	66.250	-8.91	77.160	-10.910	-14.14	EUR	-29.17
		Cochlear	339.370	12/08/24	0.26	322.560	5.21	247.470	75.090	30.34	AUD	17.08
		ConvaTec	231.600	12/08/24	-0.17	236.400	-2.03	202.200	34.200	16.91	GBP	4.59
		DexCom	71.270	12/08/24	2.16	112.170	-36.46	86.020	26.150	30.40	USD	1.43
		DiaSorin	100.100	12/08/24	0.48	93.280	7.31	83.680	9.600	11.47	EUR	6.70
		Drägerwerk	45.750	12/08/24	0.44	49.950	-8.41	48.050	1.900	3.95	EUR	4.48
	L	Eckert & Ziegler	42.420	12/08/24	1.34	46.020	-7.82	33.500	12.520	37.37	EUR	20.02
	L	Fisher & Paykel HC	32.790	12/08/24	0.89	29.950	9.48	20.630	9.320	45.18	NZD	26.97
		Fresenius MedCare	33.130	12/08/24	-1.31	35.880	-7.66	32.670	3.210	9.83	EUR	-3.75
	L	Fresenius	30.890	12/08/24		28.300	9.15	25.300	3.000	11.86	EUR	8.43
		GE HealthCare	82.370	12/08/24	-1.24	76.260	8.01	63.990	12.270	19.17	USD	1.72
		Gerresheimer	97.300	12/08/24	-1.47	101.100	-3.76	98.450	2.650	2.69	EUR	-1.05
	S	Getinge	198.050	12/08/24	-0.10	181.450	9.15	198.650	-17.200	-8.66	SEK	-12.69
	S	Illumina	124.540	12/08/24	0.79	105.500	18.05	119.470	-13.970	-11.69	USD	-18.46
		Intuitive Surgical	465.530	12/08/24	0.46	436.240	6.71	272.590	163.650	60.04	USD	27.85
	S	Medtronic	81.190	12/08/24	-1.04	77.120	5.28	72.390	4.730	6.53	USD	-2.42
	L	ResMed	33.030	12/08/24	1.13	28.600	15.49	23.440	5.160	22.01	AUD	18.50
	S	Sartorius	241.100	12/08/24	-2.90	211.700	13.89	234.200	-22.500	-9.61	EUR	-21.62
		Siemens Healthineers	50.280	12/08/24	0.08	53.840	-6.61	46.970	6.870	14.63	EUR	2.97
	S	Sino Biopharm	2.950	12/08/24	2.08	2.670	10.49	2.670	0.000	0.00	HKD	-11.18
		Smith and Nephew	1,156.000	12/08/24	-0.86	975.600	18.49	923.800	51.800	5.61	GBP	-6.12
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	23/10/23	prc diff	⇓ Δ36	Curr	⇓∅-RS
		Sonic Healthcare	27.450	12/08/24	0.22	25.660	6.98	29.520	-3.860	-13.08	AUD	-14.37
	L	Sonova	278.100	12/08/24	-1.52	280.300	-0.78	212.400	67.900	31.97	CHF	8.87
	L	Stratec	41.500	12/08/24	4.27	45.850	-9.49	37.750	8.100	21.46	EUR	4.56
	S	Straumann	112.350	12/08/24	0.76	112.700	-0.31	112.900	-0.200	-0.18	CHF	-16.75
	S	Sysmex	2,624.000	9/08/24	1.04	2,526.500	3.86	2,331.000	195.500	8.39	JPY	-5.26
		Terumo	2,611.000	9/08/24	5.05	2,548.000	2.47	1,933.000	615.000	31.82	JPY	8.55
		WuXi AppTec	41.380	12/08/24	-0.29	38.660	7.04	84.350	-45.690	-54.17	CNY	-29.23
Medical Tech - 31 out of 31 instruments rated - 1/07/24 / 23/10/23 - 22 did rise, Market-Ratio(36) = 70.97 %

Technical Chart

	Medical Tech RS = 36 - B/S = 28/28

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

Transactions Medical Technology * S36 - 28 ex 4 (2)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		12/05/08	861		- cash -
short	12/05/08	19/05/08	7		Carl Zeiss Meditec	50	526	EUR	9.500	11.500	7.500	-2.000	-21	8,948	-100
		14/07/08	63		Drägerwerk	50	121	EUR	41.270	35.200	48.387	7.117	17	9,809	151
	19/05/08		56		Fisher & Paykel HC	50	1,427	NZD	2.770	2.300	3.336	0.566	20	10,617	236
14/07/08		21/07/08	7		- cash -
	21/07/08	28/07/08	7		Sonova	50	66	CHF	80.050	79.350	80.756	0.706	1	10,663	58
					Fisher & Paykel HC	50	2,329	NZD	2.290	2.570	2.010	-0.280	-12	10,011	-100
28/07/08		18/08/08	21		- cash -
	18/08/08	25/08/08	7		Sonova	50	62	CHF	79.900	81.200	78.600	-1.300	-2	9,931	-57
					Sonic Healthcare	50	360	AUD	14.020	14.480	13.560	-0.460	-3	9,765	-82
25/08/08		22/09/08	28		- cash -
	22/09/08	17/11/08	56		Sonova	50	57	CHF	84.750	54.900	130.830	46.080	54	12,392	1,595
		29/09/08	7		Sonic Healthcare	50	368	AUD	13.380	14.280	12.480	-0.900	-7	12,060	-97
	29/09/08	17/11/08	49		Intuitive Surgical	50	164	USD	27.930	13.700	56.941	29.011	104	16,818	20,053
17/11/08		24/11/08	7		- cash -
	24/11/08	20/04/09	147		Intuitive Surgical	50	605	USD	13.880	14.000	13.760	-0.120	-1	16,746	-2
		22/12/08	28		Illumina	50	408	USD	20.590	24.810	16.370	-4.220	-20	15,024	-95
	22/12/08	22/06/09	182		Gerresheimer	50	341	EUR	19.600	15.930	24.116	4.516	23	16,564	52
	20/04/09		63		Drägerwerk	50	449	EUR	18.560	17.700	19.462	0.902	5	16,969	32
22/06/09		26/09/11	826		- cash -
	26/09/11	10/10/11	14		Illumina	50	203	USD	41.640	26.490	65.455	23.815	57	21,803	> 999,999
					Fisher & Paykel HC	50	3,475	NZD	2.450	2.610	2.290	-0.160	-7	21,247	-83
10/10/11		17/09/25	5091		- cash -
accum	12/05/08	10/10/11	357	days out of 7198 invested (5%)								112		21,247	116

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Intuitive Surgical	short	29/09/08	17/11/08	49	27.93	13.70	56.94	29.01	103.87	50	51.93
		24/11/08	20/04/09	147	13.88	14.00	13.76	-0.12	-0.86		-0.43	51.28
Sonova		21/07/08	28/07/08	7	80.05	79.35	80.76	0.71	0.88		0.44
		18/08/08	25/08/08	7	79.90	81.20	78.60	-1.30	-1.63		-0.81
		22/09/08	17/11/08	56	84.75	54.90	130.83	46.08	54.37		27.19	26.71
Illumina		24/11/08	22/12/08	28	20.59	24.81	16.37	-4.22	-20.50		-10.25
		26/09/11	10/10/11	14	41.64	26.49	65.45	23.81	57.19		28.60	15.42
Gerresheimer		22/12/08	22/06/09	182	19.60	15.93	24.12	4.52	23.04		11.52	11.52
Drägerwerk		12/05/08	14/07/08	63	41.27	35.20	48.39	7.12	17.24		8.62
		20/04/09	22/06/09	63	18.56	17.70	19.46	0.90	4.86		2.43	11.26
Fisher & Paykel HC		19/05/08	14/07/08	56	2.77	2.30	3.34	0.57	20.43		10.22
		21/07/08	28/07/08	7	2.29	2.57	2.01	-0.28	-12.23		-6.11
		26/09/11	10/10/11	14	2.45	2.61	2.29	-0.16	-6.53		-3.27	0.10
Sonic Healthcare		18/08/08	25/08/08	7	14.02	14.48	13.56	-0.46	-3.28		-1.64
		22/09/08	29/09/08	7	13.38	14.28	12.48	-0.90	-6.73		-3.36	-4.95
Carl Zeiss Meditec		12/05/08	19/05/08	7	9.50	11.50	7.50	-2.00	-21.05		-10.53	-10.53

Annotations

28/03/24	Sysmex	stock split 1:3 (three for one)
	Terumo	stock split 1:2 (two for one)
20/04/22	Straumann	stock split 1:10 (ten for one)
5/10/21	Intuitive Surgical	stock split 1:3 (three for one)
13/06/16	Sartorius	stock split 1:4 (four for one)
27/08/15	Med. Ausrüstung	complete analysis


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