Share-o-matic - Assessment Europe 50 (STOXX Europe 50)

Assessment - STOXX Europe 50 in Japanese yen - 9/25/23 - RS = 22

		⇓instrument	freshest		Δday	9/25/23	⇓ Δwk	4/24/23	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	617,766.016	Fri	0.07	618,817.201	-0.17	604,113.518	14,703.684	2.43	9.34
		Adidas	26,259.145	Fri	6.22	25,467.998	3.11	23,924.524	1,543.474	6.45	18.56
	S	Adyen	111,217.614	Fri	5.00	101,824.714	9.22	214,454.835	-112,630.121	-52.52	-47.93
	L	Anheuser-Busch InBev	8,275.523	Fri	3.37	8,229.820	0.56	8,869.392	-639.572	-7.21	3.45
	S	Richemont	18,278.782	Fri	1.91	18,645.989	-1.97	22,959.783	-4,313.794	-18.79	-4.09
	S	ASML	88,113.601	Fri	1.51	87,420.165	0.79	85,002.044	2,418.121	2.84	3.08
	S	LVMH	112,903.924	Fri	1.47	112,415.367	0.43	133,737.736	-21,322.369	-15.94	-0.80
		National Grid	178,106.711	Fri	1.41	182,286.766	-2.29	190,994.416	-8,707.650	-4.56	4.73
		SAP	19,356.309	Fri	1.10	19,608.468	-1.29	17,774.368	1,834.100	10.32	20.23
	S	DHL	6,073.077	Fri	0.88	6,119.569	-0.76	6,477.829	-358.260	-5.53	3.95
		AstraZeneca	2,017,694.592	Fri	0.87	2,034,414.814	-0.82	2,039,733.165	-5,318.351	-0.26	9.05
		Nestlé	16,930.722	Fri	0.82	17,485.613	-3.17	17,348.064	137.549	0.79	6.20
		L´Oreal	61,967.927	Fri	0.74	61,700.009	0.43	64,822.770	-3,122.761	-4.82	10.07
		Reckitt Benckiser	1,053,010.490	Fri	0.73	1,056,281.838	-0.31	1,086,270.260	-29,988.422	-2.76	4.96
	L	Sanofi	15,993.147	Fri	0.71	16,175.961	-1.13	15,244.916	931.046	6.11	18.87
		BASF	6,768.877	Fri	0.70	6,742.085	0.40	7,448.984	-706.899	-9.49	-3.17
		Unilever Plc	738,234.141	Fri	0.68	741,687.230	-0.47	735,806.406	5,880.824	0.80	6.08
	S	EssilorLuxottica	26,029.051	Fri	0.61	26,126.762	-0.37	27,396.961	-1,270.199	-4.64	4.16
		Hermes International	272,614.750	Fri	0.58	273,087.547	-0.17	298,611.752	-25,524.205	-8.55	10.33
	S	Kering	68,067.008	Fri	0.57	69,272.640	-1.74	86,707.126	-17,434.486	-20.11	-9.83
		Enel	917.226	Fri	0.52	941.654	-2.59	893.760	47.895	5.36	16.65
		Prosus	4,400.164	Fri	0.50	4,402.528	-0.05	4,560.724	-158.196	-3.47	1.67
	L	RELX	504,332.777	Fri	0.40	503,969.294	0.07	455,938.382	48,030.912	10.53	21.09
		Schneider Electric	24,739.891	Fri	0.31	24,487.733	1.03	22,720.588	1,767.144	7.78	12.92
	S	Roche	40,874.294	Fri	0.30	40,727.410	0.36	42,477.490	-1,750.080	-4.12	-5.13
		⇓instrument	freshest		Δday	9/25/23	⇓ Δwk	4/24/23	prc diff	⇓ Δ22	⇓∅-RS
	L	BAT	468,347.952	Fri	0.25	476,526.321	-1.72	489,978.651	-13,452.329	-2.75	-4.52
		Iberdrola	1,669.761	Fri	0.24	1,697.341	-1.62	1,752.528	-55.187	-3.15	5.18
		Bayer	7,162.875	Fri	0.22	7,299.986	-1.88	8,959.835	-1,659.850	-18.53	-7.41
		Airbus	20,011.921	Fri	0.19	19,378.373	3.27	19,013.888	364.485	1.92	10.38
	L	UBS	3,703.085	Fri	0.18	3,768.367	-1.73	2,752.904	1,015.462	36.89	37.98
		Novartis	15,319.904	Fri	0.17	15,096.315	1.48	13,542.868	1,553.447	11.47	18.28
	L	Deutsche Telekom	3,131.177	Fri	0.09	3,182.712	-1.62	3,270.792	-88.080	-2.69	7.82
	S	Siemens	21,379.880	Fri	0.06	20,878.716	2.40	21,596.717	-718.001	-3.32	3.65
		HSBC	117,205.120	Fri		116,060.148	0.99	96,134.415	19,925.733	20.73	22.54
	S	Mercedes-Benz	10,384.198	Fri		10,461.422	-0.74	10,362.451	98.971	0.96	6.21
		Air Liquide	25,190.624	Fri	-0.06	25,256.816	-0.26	24,209.199	1,047.617	4.33	16.18
	L	BNP Paribas	9,523.708	Fri	-0.07	9,522.132	0.02	8,768.570	753.562	8.59	16.08
	S	Diageo	551,403.836	Fri	-0.13	563,853.132	-2.21	627,732.744	-63,879.612	-10.18	-5.98
	L	GSK	271,158.380	Fri	-0.13	279,118.659	-2.85	247,169.244	31,949.415	12.93	16.76
		Vinci	16,551.047	Fri	-0.19	16,475.399	0.46	16,469.609	5.790	0.04	10.29
		Zurich Insurance	68,561.752	Fri	-0.21	69,116.643	-0.80	65,543.184	3,573.460	5.45	7.01
	L	Rio Tinto	940,330.735	Fri	-0.23	924,155.738	1.75	862,074.005	62,081.732	7.20	3.34
		ABB	5,353.072	Fri	-0.36	5,299.215	1.02	4,791.673	507.542	10.59	13.88
	L	Axa	4,441.140	Fri	-0.60	4,510.483	-1.54	4,347.218	163.266	3.76	12.89
		Safran	23,425.515	Fri	-0.81	23,189.117	1.02	21,116.329	2,072.788	9.82	22.43
		Banco Santander	570.272	Fri	-0.86	543.717	4.88	525.091	18.625	3.55	18.01
	L	Novo Nordisk	13,609.717	Fri	-1.17	13,468.103	1.05	11,472.563	1,995.541	17.39	35.72
	L	Allianz	35,570.094	Fri	-1.25	36,145.331	-1.59	33,174.965	2,970.366	8.95	18.45
	L	BP	96,577.455	Fri	-1.79	95,832.315	0.78	89,527.584	6,304.730	7.04	15.95
	L	TotalEnergies	9,819.994	Fri	-2.06	9,791.626	0.29	8,630.680	1,160.946	13.45	18.23
		⇓instrument	freshest		Δday	9/25/23	⇓ Δwk	4/24/23	prc diff	⇓ Δ22	⇓∅-RS
	L	Shell	4,807.557	Fri	-2.07	4,796.526	0.23	4,157.435	639.091	15.37	18.09
Europe 50 - 50 out of 50 instruments rated - 9/25/23 / 4/24/23 - 29 did rise, Market-Ratio(22) in JPY = 58.00 %

Technical Chart

	Europe 50 RS = 22 - B/S = 28/27

1/07/19	scale up chart	9/25/23

Transactions STOXX Europe 50 in Japanese yen * A22 - 28/27 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		6/12/06	161		- cash -
short	6/12/06	6/26/06	14		Vodafone	100	40	246.445	244.081	248.832	2.387	1	10,095	29
long	6/26/06	1/21/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	1/21/08	4/21/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	4/21/08	4/28/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	4/28/08	6/23/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	6/23/08	6/30/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	6/30/08	8/11/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	9/08/08	3/30/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	3/30/09	4/06/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	4/06/09	4/13/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	4/13/09	8/30/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	8/30/10	9/06/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	9/06/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	12/19/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	12/19/11	10/20/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	10/20/14	11/10/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	11/10/14	8/24/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	8/24/15	10/26/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	10/26/15	12/14/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	12/14/15	12/28/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	12/28/15	1/04/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	1/04/16	1/25/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	1/25/16	3/28/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	3/28/16	4/18/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	4/18/16	4/25/16	7		BAT	100	29	6,651.471	6,705.150		53.679	1	200,918	52
short	4/25/16	5/16/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	5/16/16	3/05/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	3/05/18	4/23/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	4/23/18	10/15/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	11/12/18	12/10/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	12/10/18	2/11/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	2/11/19	3/02/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	6/22/20	6/29/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	6/29/20	7/27/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	7/27/20	6/20/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	6/20/22	6/27/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	6/27/22	7/11/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	7/11/22	7/25/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	7/25/22	9/05/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	9/05/22	11/07/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	11/07/22	9/29/23	326		BP	100	388	846.782	965.775		118.992	14	374,748	16
accum	6/12/06	9/29/23	6320	days out of 6481 invested (98%)							3,647		374,748	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	1/21/08	4/21/08	91	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	4/28/08	6/23/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	6/30/08	8/11/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	9/08/08	3/30/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	12/19/11	10/20/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	2/11/19	3/02/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	6/26/06	1/21/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	6/22/20	6/29/20	7	38,817.60	38,988.78		171.18	0.44
	long	7/27/20	6/20/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Lloyds Bank	short	4/06/09	4/13/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	12/19/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	3/28/16	4/18/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	4/25/16	5/16/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
Adidas	short	7/11/22	7/25/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	9/05/22	11/07/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novo Nordisk	long	9/06/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	7/25/22	9/05/22	42	7,854.98	7,347.88		-507.10	-6.46	8.61
BP	short	8/30/10	9/06/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	11/07/22	9/29/23	326	846.78	965.77		118.99	14.05	8.21
Novartis	long	11/10/14	8/24/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	10/15/18	11/12/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	3/05/18	4/23/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	4/13/09	8/30/10	504	3,972.34	4,194.41		222.07	5.59
	short	10/20/14	11/10/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vodafone	short	6/12/06	6/26/06	14	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	6/29/20	7/27/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	4/21/08	4/28/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	6/23/08	6/30/08	7	10,467.67	10,510.69		43.02	0.41
	short	8/24/15	10/26/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	12/14/15	12/28/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	1/04/16	1/25/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Bayer	short	12/10/18	2/11/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	8/11/08	9/08/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	3/30/09	4/06/09	7	3,294.67	3,535.06		240.39	7.30
	long	11/12/18	12/10/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	4/23/18	10/15/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	10/26/15	12/14/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	12/28/15	1/04/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	1/25/16	3/28/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	4/18/16	4/25/16	7	6,651.47	6,705.15		53.68	0.81
	long	5/16/16	3/05/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	6/27/22	7/11/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83
Adyen	short	6/20/22	6/27/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69	-15.69

Annotations

9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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