Share-o-matic

Sun, 27th Sep 2026, 11:38UTC

Assessment - Photon Photovoltaik-Aktienindex in Dollar - 1/07/24 - RS = 46

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	14/08/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SOM Price Index	2,446.250	12/08/24	-1.07	2,588.580	-5.50	4,082.720	-1,494.140	-36.60	-14.31
	L	Sunrun	17.330	12/08/24	-3.13	10.915	58.77	16.770	-5.855	-34.91	-4.22
	L	Sunnova Energy	6.620	12/08/24	-4.47	5.230	26.58	16.200	-10.970	-67.72	-39.06
		Daqo New Energy	16.060	12/08/24	-4.74	14.310	12.23	35.870	-21.560	-60.11	-26.64
	L	Enphase Energy	109.110	12/08/24	1.16	97.260	12.18	138.590	-41.330	-29.82	2.00
	L	Voltalia	10.919	12/08/24	-0.97	9.847	10.89	16.791	-6.944	-41.36	-3.13
	L	Enlight Renewable	1,604.438	12/08/24	-3.23	1,491.416	7.58	1,652.169	-160.753	-9.73	-11.15
	L	Neoen	41.167	12/08/24	-0.10	40.052	2.79	30.214	9.837	32.56	34.60
	S	Flat Glass	1.496	12/08/24	-3.63	1.473	1.57	2.750	-1.277	-46.45	-30.08
		Encavis	18.235	12/08/24		18.127	0.59	15.156	2.971	19.60	18.17
	L	Grenergy Renovables	36.952	12/08/24	1.32	36.952		28.203	8.749	31.02	29.30
	L	Scatec	7.926	12/08/24	-1.46	8.048	-1.51	7.519	0.528	7.03	20.79
	L	First Solar	219.230	12/08/24	3.51	222.710	-1.56	211.430	11.280	5.34	53.49
	L	GCL Poly Energy	0.146	12/08/24		0.149	-1.72	0.192	-0.043	-22.58	-7.85
		ReNew Energy Global	5.880	12/08/24	-0.84	6.080	-3.29	6.190	-0.110	-1.78	2.27
	L	Solaria Energía	11.852	12/08/24	1.47	12.442	-4.74	14.757	-2.315	-15.69	-11.32
	L	Canadian Solar	13.200	12/08/24	-2.51	14.010	-5.78	33.160	-19.150	-57.75	-27.00
	L	Xinte Energy	0.965	12/08/24	1.62	1.037	-6.91	1.921	-0.884	-46.01	-27.17
	L	JinkoSolar	18.850	12/08/24	-3.48	20.570	-8.36	35.860	-15.290	-42.64	-20.77
		Xinyi Solar	0.452	12/08/24	0.28	0.503	-10.18	0.939	-0.436	-46.40	-25.66
	S	SolarEdge	21.440	12/08/24	1.13	23.970	-10.55	176.990	-153.020	-86.46	-55.38
		BCPG	0.151	9/08/24		0.170	-11.20	0.269	-0.098	-36.60	-25.24
		West Holdings	13.257	9/08/24	-1.38	15.380	-13.80	17.461	-2.081	-11.92	-21.53
	L	United Renewable	0.347	12/08/24	0.89	0.407	-14.72	0.504	-0.097	-19.27	-6.80
	L	Sino-American Sili	5.770	12/08/24	0.80	6.813	-15.32	4.833	1.980	40.96	19.02
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	14/08/23	prc diff	⇓ Δ46	⇓∅-RS
	L	Nextracker	38.980	12/08/24	-2.01	46.120	-15.48	41.170	4.950	12.02	32.31
	S	Shoals Technologies	5.130	12/08/24	0.20	6.110	-16.04	21.620	-15.510	-71.74	-51.10
	S	SMA Solar	23.490	12/08/24	-1.26	28.403	-17.30	84.828	-56.425	-66.52	-54.82
		Altus Power	2.940	12/08/24	-6.96	3.730	-21.18	5.830	-2.100	-36.02	-19.15
	L	Array Tech	7.030	12/08/24	-0.99	9.570	-26.54	23.120	-13.550	-58.61	-22.33
	L	SunPower	0.200	12/08/24	-4.76	2.710	-92.62	8.130	-5.420	-66.67	-34.59
PPVX - 30 out of 30 instruments rated - 1/07/24 / 14/08/23 - 7 did rise, Market-Ratio(46) in USD = 23.33 %

Technical Chart

	PPVX RS = 46 - B/S = 51/51

3/01/22	scale up chart	1/07/24

Transactions Photon Photovoltaik-Aktienindex in Dollar * S46 - 51 ex 9 (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		10/11/08	1043		- cash -
short	10/11/08	24/08/09	287		Solaria Energía	100	3,289	3.040	3.302	2.778	-0.262	-9	9,138	-11
24/08/09		31/08/09	7		- cash -
	31/08/09	7/09/09	7		SunPower	100	360	25.350	27.280	23.420	-1.930	-8	8,443	-98
7/09/09		12/04/10	217		- cash -
	12/04/10	10/05/10	28		SunPower	100	460	18.320	15.290	21.951	3.631	20	10,113	956
10/05/10		17/05/10	7		- cash -
	17/05/10	19/07/10	63		SunPower	100	837	12.070	13.480	10.660	-1.410	-12	8,933	-51
19/07/10		26/07/10	7		- cash -
	26/07/10	13/09/10	49		West Holdings	100	397,366	0.022	0.027	0.018	-0.005	-21	7,073	-82
13/09/10		11/10/10	28		- cash -
	11/10/10	21/03/11	161		Solaria Energía	100	3,359	2.105	2.893	1.317	-0.788	-37	4,426	-65
21/03/11		11/07/11	112		- cash -
	11/07/11	26/09/11	77		Enlight Renewable	100	53	82.912	85.125	80.699	-2.213	-3	4,309	-12
	26/09/11	10/12/12	441		JinkoSolar	100	725	5.940	5.120	6.891	0.951	16	4,999	13
	10/12/12	21/01/13	42		SMA Solar	100	226	22.073	28.198	15.947	-6.126	-28	3,614	-94
21/01/13		4/02/13	14		- cash -
	4/02/13	11/02/13	7		SMA Solar	100	153	23.551	25.128	21.974	-1.577	-7	3,373	-97
11/02/13		25/03/13	42		- cash -
	25/03/13	8/04/13	14		SMA Solar	100	130	25.879	23.059	29.043	3.164	12	3,784	1,924
8/04/13		13/10/14	553		- cash -
	13/10/14	27/10/14	14		SMA Solar	100	167	22.592	23.987	21.197	-1.395	-6	3,551	-81
27/10/14		10/11/14	14		- cash -
	10/11/14	13/04/15	154		SMA Solar	100	150	23.568	14.548	38.181	14.613	62	5,743	214
13/04/15		20/04/15	7		- cash -
	20/04/15	27/04/15	7		West Holdings	100	75,155	0.076	0.075	0.078	0.002	2	5,862	191
27/04/15		4/05/15	7		- cash -
	4/05/15	2/11/15	182		West Holdings	100	83,529	0.070	0.058	0.085	0.015	21	7,100	47
2/11/15		16/11/15	14		- cash -
	16/11/15	30/11/15	14		Enphase Energy	100	3,349	2.120	1.670	2.691	0.571	27	9,013	50,213
30/11/15		14/12/15	14		- cash -
	14/12/15	21/12/15	7		Enphase Energy	100	4,041	2.230	3.590	0.870	-1.360	-61	3,518	-100
21/12/15		4/01/16	14		- cash -
	4/01/16	16/01/17	378		Enphase Energy	100	1,007	3.490	1.650	7.382	3.892	112	7,437	106
	16/01/17	5/06/17	140		SunPower	100	998	7.450	8.110	6.790	-0.660	-9	6,778	-21
	5/06/17	26/06/17	21		Enphase Energy	100	8,689	0.780	0.850	0.710	-0.070	-9	6,170	-80
26/06/17		16/07/18	385		- cash -
	16/07/18	23/07/18	7		GCL Poly Energy	100	71,201	0.087	0.085	0.088	0.001	1	6,259	111
23/07/18		13/08/18	21		- cash -
	13/08/18	4/02/19	175		GCL Poly Energy	100	86,182	0.073	0.085	0.060	-0.013	-18	5,162	-33
	4/02/19	15/04/19	70		SMA Solar	100	213	24.166	22.359	26.118	1.952	8	5,578	50
15/04/19		8/11/21	938		- cash -
	8/11/21	28/03/22	140		Scatec	100	285	19.546	14.652	26.076	6.530	33	7,439	112
28/03/22		18/04/22	21		- cash -
	18/04/22	20/06/22	63		Shoals Technologies	100	590	12.600	19.570	5.630	-6.970	-55	3,327	-99
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
	20/06/22	8/08/22	49		Scatec	100	367	9.045	11.670	6.420	-2.625	-29	2,364	-92
8/08/22		5/09/22	28		- cash -
	5/09/22	12/09/22	7		Flat Glass	100	815	2.899	3.117	2.682	-0.218	-8	2,186	-98
12/09/22		19/09/22	7		- cash -
	19/09/22	28/11/22	70		Flat Glass	100	805	2.714	2.485	2.964	0.250	9	2,387	58
28/11/22		30/01/23	63		- cash -
	30/01/23	10/06/24	497		SunPower	100	145	16.410	3.420	78.739	62.329	380	11,425	216
	10/06/24	12/08/24	63		Shoals Technologies	100	1,677	6.810	5.130	9.040	2.230	33	15,165	416
accum	10/11/08	12/08/24	4010	days out of 7573 invested (53%)							52		15,165	4

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
SunPower	short	31/08/09	7/09/09	7	25.35	27.28	23.42	-1.93	-7.61
		12/04/10	10/05/10	28	18.32	15.29	21.95	3.63	19.82
		17/05/10	19/07/10	63	12.07	13.48	10.66	-1.41	-11.68
		16/01/17	5/06/17	140	7.45	8.11	6.79	-0.66	-8.86
		30/01/23	10/06/24	497	16.41	3.42	78.74	62.33	379.82	327.54
SMA Solar		10/12/12	21/01/13	42	22.07	28.20	15.95	-6.13	-27.75
		4/02/13	11/02/13	7	23.55	25.13	21.97	-1.58	-6.70
		25/03/13	8/04/13	14	25.88	23.06	29.04	3.16	12.23
		13/10/14	27/10/14	14	22.59	23.99	21.20	-1.39	-6.17
		10/11/14	13/04/15	154	23.57	14.55	38.18	14.61	62.00
		4/02/19	15/04/19	70	24.17	22.36	26.12	1.95	8.08	24.28
JinkoSolar		26/09/11	10/12/12	441	5.94	5.12	6.89	0.95	16.02	16.02
Flat Glass		5/09/22	12/09/22	7	2.90	3.12	2.68	-0.22	-7.50
		19/09/22	28/11/22	70	2.71	2.49	2.96	0.25	9.21	1.01
West Holdings		26/07/10	13/09/10	49	0.02	0.03	0.02	-0.00	-20.82
		20/04/15	27/04/15	7	0.08	0.07	0.08	0.00	2.07
		4/05/15	2/11/15	182	0.07	0.06	0.09	0.01	21.12	-2.12
Enlight Renewable		11/07/11	26/09/11	77	82.91	85.12	80.70	-2.21	-2.67	-2.67
Enphase Energy		16/11/15	30/11/15	14	2.12	1.67	2.69	0.57	26.95
		14/12/15	21/12/15	7	2.23	3.59	0.87	-1.36	-60.99
		4/01/16	16/01/17	378	3.49	1.65	7.38	3.89	111.52
		5/06/17	26/06/17	21	0.78	0.85	0.71	-0.07	-8.97	-4.64
Scatec		8/11/21	28/03/22	140	19.55	14.65	26.08	6.53	33.41
		20/06/22	8/08/22	49	9.04	11.67	6.42	-2.62	-29.02	-5.31
GCL Poly Energy		16/07/18	23/07/18	7	0.09	0.09	0.09	0.00	1.44
		13/08/18	4/02/19	175	0.07	0.09	0.06	-0.01	-17.52	-16.33
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Shoals Technologies		18/04/22	20/06/22	63	12.60	19.57	5.63	-6.97	-55.32
		10/06/24	12/08/24	63	6.81	5.13	9.04	2.23	32.75	-40.68
Solaria Energía		10/11/08	24/08/09	287	3.04	3.30	2.78	-0.26	-8.62
		11/10/10	21/03/11	161	2.11	2.89	1.32	-0.79	-37.43	-42.82

Annotations

22/04/24	PPVX	Voltalia replaces Meyer Burger
13/11/23	PPVX	Altus Power replaces Maxeon
10/02/23	PPVX	Nextracker replaces Beijing Energy
6/02/23	Enlight Renewable	reverse split 10:1 (one for ten)
25/09/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
29/10/21	PPVX	ReNew Energy Global replaces Soltec Power
29/07/21	United Renewable	reverse stock split 0.5658:1
23/07/21	PPVX	Xinte Energy replaces Maxeon
25/06/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
1/04/21	GCL Poly Energy	suspended
5/02/21	PPVX	Shoals Technologies Group replaces SPCG
25/01/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
17/11/20	Daqo New Energy	stock split 1:5 (five for one)
31/10/20	PPVX	Soltec Power replaces REC Silicon
23/10/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
8/10/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
21/09/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
27/03/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
28/12/19	PPVX	Motech replaces SFCE
8/11/19	PPVX	Neoen replaces REC Silicon
29/07/19	PPVX	Sunnova replaces Shinsung E&G
16/02/19	PPVX	7C Solarparken replaces China Singyes Solar
10/12/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
1/10/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
20/07/18	PPVX	West Holdings replaces JA Solar
17/07/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
25/06/18	Green Energy T	returns replacing 8point3
21/06/18	8point3	drops out due to acquisition by Capital Dynamics
18/05/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
16/02/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
30/12/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
11/08/17	PPVX	Shinsung E&G replaces Green Energy Technology
14/03/17	PPVX	Azure Power Global replaces Trina Solar
25/11/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
4/11/16	PPVX	SPCG replaces SPI
8/10/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
3/06/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
2/06/16	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
18/08/15	Solarenergie	complete analysis
1/07/15	Scatec Solar	monitoring started
14/03/15	Solar Energy	first complete analysis


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