Share-o-matic - Assessment DJUA (Dow Jones Utility Average)

Assessment - Dow Jones Utility Average in Renminbi yuán - 7/01/24 - RS = 39

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ39	∅-RS
	L	DJUA	7,289.169	8/12/24	0.36	6,545.694	11.36	5,714.724	830.969	14.54	3.67
	L	PSEG	586.317	8/12/24	0.81	536.214	9.34	399.114	137.099	34.35	17.55
	L	NextEra Energy	564.980	8/12/24	0.15	509.050	10.99	380.578	128.472	33.76	11.76
	L	Southern	635.038	8/12/24	0.46	560.756	13.25	457.642	103.114	22.53	10.44
	L	AEP	707.426	8/12/24	-0.40	635.620	11.30	524.271	111.350	21.24	8.09
	L	Duke Energy	825.622	8/12/24	0.62	723.521	14.11	623.520	100.000	16.04	6.82
	L	AES	121.691	8/12/24	0.30	127.008	-4.19	103.336	23.671	22.91	0.12
		Edison International	600.154	8/12/24	0.52	518.444	15.76	445.455	72.989	16.39	4.49
	L	Sempra	575.248	8/12/24	0.74	545.972	5.36	476.324	69.648	14.62	4.77
		Dominion Resources	398.501	8/12/24	0.46	349.635	13.98	308.768	40.867	13.24	1.19
		FirstEnergy	307.323	8/12/24	0.55	278.994	10.15	237.907	41.087	17.27	3.46
		Atmos Energy	936.826	8/12/24	0.46	844.629	10.92	749.917	94.712	12.63	1.96
		Consolidated Edison	742.382	8/12/24	0.91	646.763	14.78	595.643	51.120	8.58	-1.21
	L	American Water	1,038.199	8/12/24	0.20	930.418	11.58	873.906	56.512	6.47	0.08
		Exelon	268.726	8/12/24	-0.54	251.612	6.80	267.171	-15.559	-5.82	-8.36
	L	Xcel Energy	422.533	8/12/24	0.10	381.824	10.66	401.595	-19.772	-4.92	-8.72
DJUA - 15 out of 15 instruments rated - 7/01/24 / 10/02/23 - 13 did rise, Market-Ratio(39) in CNY = 86.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 39 - B/S = 36/20

1/04/21	scale up chart	7/01/24

Transactions Dow Jones Utility Average in Renminbi yuán * A39 - 36/20 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		4/10/06	98		- cash -
short	4/10/06	4/17/06	7		NextEra Energy	50	62	80.159	77.316	83.107	2.948	4	10,183	557
					NiSource	50	79	63.623	63.390	63.858	0.234	0	10,201	21
100							2						183
long	4/17/06	1/21/08	644		FirstEnergy	50	13	388.484	497.254		108.770	28	11,615	15
					Exelon	50	12	414.303	529.627		115.324	28	12,999	15
100							28						15
short	1/21/08	3/17/08	56		AES	50	50	128.116	113.949	144.044	15.928	12	13,796	115
					NiSource	50	132	49.828	47.978	51.750	1.922	4	14,049	28
100							8						66
long	3/17/08	7/28/08	133		FirstEnergy	50	14	483.521	493.421		9.899	2	14,188	6
					Exelon	50	12	562.938	541.842		-21.096	-4	13,935	-10
100							-1						-2
short	7/28/08	7/06/09	343		AES	50	62	111.983	75.973	165.061	53.078	47	17,226	51
					Edison International	50	21	326.333	214.528	496.406	170.073	52	20,797	56
100							50						54
long	7/06/09	8/31/15	2247		NextEra Energy	50	109	95.154	156.839		61.685	65	27,521	8
					PG & E	50	39	262.831	316.069		53.238	20	29,597	3
100							43						6
short	8/31/15	12/07/15	98		CenterPoint Energy	50	124	118.701	105.173	133.969	15.268	13	31,490	57
					FirstEnergy	50	73	203.743	208.167	199.318	-4.425	-2	31,167	-8
100							5						21
long	12/07/15	3/16/20	1561		NiSource	50	127	122.670	146.342		23.672	19	34,173	4
					American Water	50	41	374.291	830.318		456.027	122	52,871	20
100							70						13
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/16/20	12/07/20	266		AES	50	344	76.805	136.214	17.396	-59.409	-77	32,434	-87
					CenterPoint Energy	50	303	87.218	151.029	23.407	-63.811	-73	13,099	-84
100							-75						-85
long	12/07/20	10/10/22	672		AES	50	48	136.214	178.003		41.790	31	15,105	16
					PG & E	50	80	81.780	101.052		19.272	24	16,647	12
100							27						14
short	10/10/22	11/14/22	35		American Water	50	9	911.399	1,023.097	799.701	-111.698	-12	15,641	-74
					Exelon	50	31	270.402	269.009	271.802	1.400	1	15,685	6
100							-6						-46
long	11/14/22	1/02/23	49		AES	50	40	194.583	198.118		3.535	2	15,826	14
					PG & E	50	77	102.204	112.010		9.806	10	16,581	98
100							6						51
short	1/02/23	3/20/23	77		Dominion Resources	50	19	422.414	382.548	466.433	44.020	10	17,418	60
					NiSource	50	45	188.887	191.343	186.432	-2.455	-1	17,307	-6
100							4						23
long	3/20/23	5/15/23	56		Consolidated Edison	50	12	666.536	684.248		17.712	3	17,520	19
					Edison International	50	19	474.574	501.930		27.356	6	18,040	44
100							4						32
short	5/15/23	7/03/23	49		AES	50	59	152.789	152.490	153.088	0.299	0	18,057	1
					Dominion Resources	50	23	380.547	380.754	380.340	-0.207	0	18,052	0
100							0						1
long	7/03/23	9/04/23	63		Edison International	50	18	500.025	497.545		-2.480	0	18,008	-3
					Atmos Energy	50	10	848.936	839.812		-9.124	-1	17,917	-6
100							-1						-4
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	9/04/23	12/11/23	98		AES	50	68	130.114	129.472	130.759	0.645	0	17,960	2
					Dominion Resources	50	26	348.231	341.791	354.792	6.561	2	18,131	7
100							1						5
long	12/11/23	1/15/24	35		PSEG	50	20	451.753	432.455		-19.297	-4	17,745	-37
					Southern	50	17	511.862	512.035		0.173	0	17,748	0
100							-2						-20
short	1/15/24	5/06/24	112		NextEra Energy	50	20	437.617	513.449	361.785	-75.832	-17	16,231	-46
					Exelon	50	34	258.599	270.597	246.600	-11.998	-5	15,823	-14
100							-11						-32
long	5/06/24	8/12/24	98		NextEra Energy	50	15	513.449	564.980		51.530	10	16,596	43
					PSEG	50	15	514.098	586.317		72.220	14	17,680	63
100							12						53
accum	4/10/06	8/12/24	6949	days out of 7047 invested (99%)							77		17,680	3

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
American Water	long	12/07/15	3/16/20	1561	374.29	830.32		456.03	121.84	50	60.92
	short	10/10/22	11/14/22	35	911.40	1,023.10	799.70	-111.70	-12.26		-6.13	51.06
Edison International	short	7/28/08	7/06/09	343	326.33	214.53	496.41	170.07	52.12		26.06
	long	3/20/23	5/15/23	56	474.57	501.93		27.36	5.76		2.88
	long	7/03/23	9/04/23	63	500.03	497.55		-2.48	-0.50		-0.25	29.37
NextEra Energy	short	4/10/06	4/17/06	7	80.16	77.32	83.11	2.95	3.68		1.84
	long	7/06/09	8/31/15	2247	95.15	156.84		61.68	64.83		32.41
	short	1/15/24	5/06/24	112	437.62	513.45	361.79	-75.83	-17.33		-8.66
	long	5/06/24	8/12/24	98	513.45	564.98		51.53	10.04		5.02	29.34
PG & E	long	7/06/09	8/31/15	2247	262.83	316.07		53.24	20.26		10.13
	long	12/07/20	10/10/22	672	81.78	101.05		19.27	23.57		11.78
	long	11/14/22	1/02/23	49	102.20	112.01		9.81	9.59		4.80	29.01
FirstEnergy	long	4/17/06	1/21/08	644	388.48	497.25		108.77	28.00		14.00
	long	3/17/08	7/28/08	133	483.52	493.42		9.90	2.05		1.02
	short	8/31/15	12/07/15	98	203.74	208.17	199.32	-4.42	-2.17		-1.09	13.92
NiSource	short	4/10/06	4/17/06	7	63.62	63.39	63.86	0.23	0.37		0.18
	short	1/21/08	3/17/08	56	49.83	47.98	51.75	1.92	3.86		1.93
	long	12/07/15	3/16/20	1561	122.67	146.34		23.67	19.30		9.65
	short	1/02/23	3/20/23	77	188.89	191.34	186.43	-2.46	-1.30		-0.65	11.24
Exelon	long	4/17/06	1/21/08	644	414.30	529.63		115.32	27.84		13.92
	long	3/17/08	7/28/08	133	562.94	541.84		-21.10	-3.75		-1.87
	short	10/10/22	11/14/22	35	270.40	269.01	271.80	1.40	0.52		0.26
	short	1/15/24	5/06/24	112	258.60	270.60	246.60	-12.00	-4.64		-2.32	9.47
Dominion Resources	short	1/02/23	3/20/23	77	422.41	382.55	466.43	44.02	10.42		5.21
	short	5/15/23	7/03/23	49	380.55	380.75	380.34	-0.21	-0.05		-0.03
	short	9/04/23	12/11/23	98	348.23	341.79	354.79	6.56	1.88		0.94	6.17
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
PSEG	long	12/11/23	1/15/24	35	451.75	432.46		-19.30	-4.27		-2.14
	long	5/06/24	8/12/24	98	514.10	586.32		72.22	14.05		7.02	4.74
Consolidated Edison	long	3/20/23	5/15/23	56	666.54	684.25		17.71	2.66		1.33	1.33
Southern	long	12/11/23	1/15/24	35	511.86	512.04		0.17	0.03		0.02	0.02
Atmos Energy	long	7/03/23	9/04/23	63	848.94	839.81		-9.12	-1.07		-0.54	-0.54
AES	short	1/21/08	3/17/08	56	128.12	113.95	144.04	15.93	12.43		6.22
	short	7/28/08	7/06/09	343	111.98	75.97	165.06	53.08	47.40		23.70
	short	3/16/20	12/07/20	266	76.80	136.21	17.40	-59.41	-77.35		-38.68
	long	12/07/20	10/10/22	672	136.21	178.00		41.79	30.68		15.34
	long	11/14/22	1/02/23	49	194.58	198.12		3.54	1.82		0.91
	short	5/15/23	7/03/23	49	152.79	152.49	153.09	0.30	0.20		0.10
	short	9/04/23	12/11/23	98	130.11	129.47	130.76	0.65	0.50		0.25	-5.90
CenterPoint Energy	short	8/31/15	12/07/15	98	118.70	105.17	133.97	15.27	12.86		6.43
	short	3/16/20	12/07/20	266	87.22	151.03	23.41	-63.81	-73.16		-36.58	-32.50

Annotations

8/22/23

Sempra

stock split 1:2 (two for one)


	is taking down something concerning