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

Assessment - STOXX Europe 50 in Pound sterling - 6/12/06 - RS = 26

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/12/06	⇓ Δwk	12/12/05	prc diff	⇓ Δ26	∅-RS
		Stoxx 50	2,983.610	8/12/24	-0.16			2,247.535	-2,247.535	-100.00	-na-
	L	ABB	20.086	8/12/24	0.55	5.958		5.314	0.644	12.12	18.02
		EssilorLuxottica	142.374	8/12/24	-0.58	26.270		23.811	2.459	10.33	12.69
		Rio Tinto	4,942.000	8/12/24	0.56	2,176.780		2,057.000	119.780	5.82	11.29
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,925.000		2,712.000	213.000	7.85	9.84
	L	BAT	2,801.000	8/12/24		1,354.000		1,270.000	84.000	6.61	9.00
	L	Iberdrola	8.314	8/12/24	0.29	4.210		3.671	0.539	14.68	9.41
	S	Diageo	2,451.500	8/12/24	1.03	904.500		839.000	65.500	7.81	7.21
		UBS	10.968	8/12/24	0.44	28.379		27.556	0.824	2.99	6.47
		Reckitt Benckiser	4,180.000	8/12/24		1,946.000		1,792.000	154.000	8.59	6.01
		ING Groep	10.461	8/12/24	0.21	15.204		14.983	0.220	1.47	6.39
		BNP Paribas	40.693	8/12/24		46.491		44.092	2.399	5.44	5.05
		Deutsche Post	24.752	8/12/24	-0.36	14.457		12.977	1.480	11.40	3.99
	L	Roche	122.610	8/12/24	0.25	84.697		88.965	-4.268	-4.80	3.66
		Anheuser-Busch InBev	37.911	8/12/24	-0.47	15.367		15.224	0.143	0.94	3.76
		Enel	4.422	8/12/24	0.44	4.271		4.008	0.263	6.56	3.57
		GSK	1,572.000	8/12/24	0.42	1,490.890		1,444.550	46.340	3.21	2.94
		L´Oreal	258.683	8/12/24	-1.59	46.050		41.429	4.621	11.15	2.54
	S	Vinci	70.500	8/12/24	-0.77	25.171		23.458	1.714	7.31	2.33
		SAP	130.011	8/12/24	-0.33	26.893		26.060	0.833	3.19	2.26
	S	Air Liquide	111.468	8/12/24	-0.79	37.214		36.618	0.596	1.63	2.01
	L	Richemont	56.582	8/12/24	1.22	10.010		10.004	0.006	0.06	1.47
	L	Bayer	17.829	8/12/24	-0.04	22.170		22.805	-0.635	-2.78	1.48
		Hermes International	1,377.721	8/12/24	-0.50	43.955		45.973	-2.018	-4.39	1.40
	L	Zurich Insurance	205.100	8/12/24	0.85	112.953		117.572	-4.619	-3.93	1.21
		⇓instrument	freshest		⇓ Δday	6/12/06	⇓ Δwk	12/12/05	prc diff	⇓ Δ26	∅-RS
	L	HSBC	643.900	8/12/24	0.22	765.114		744.258	20.856	2.80	0.70
		Axa	22.218	8/12/24	-0.77	16.843		17.579	-0.736	-4.19	0.77
		ASML	538.863	8/12/24	0.08	10.645		11.106	-0.461	-4.15	0.34
		Schneider Electric	145.087	8/12/24	0.38	25.274		25.393	-0.118	-0.47	0.36
		Sanofi	65.706	8/12/24	-0.60	48.969		47.555	1.414	2.97	-0.14
		RELX	3,531.000	8/12/24	0.57	528.000		522.000	6.000	1.15	-0.68
	S	LVMH	436.187	8/12/24	-0.14	49.278		50.483	-1.205	-2.39	-0.22
		Banco Santander	2.808	8/12/24	-0.24	6.758		6.642	0.116	1.75	-0.68
	L	Nestlé	39.122	8/12/24	-0.40	16.132		17.255	-1.123	-6.51	-1.16
	L	Novartis	42.697	8/12/24	0.16	24.164		25.006	-0.841	-3.36	-2.03
	S	BASF	28.351	8/12/24	-0.22	20.577		21.145	-0.569	-2.69	-2.16
	L	Münchener Rück	301.643	8/12/24	1.01	68.625		76.700	-8.075	-10.53	-2.80
		Allianz	175.752	8/12/24		78.446		84.811	-6.364	-7.50	-3.01
		Shell	22.682	8/12/24	0.93	17.197		17.871	-0.673	-3.77	-4.44
		BP	439.600	8/12/24	1.35	607.500		630.500	-23.000	-3.65	-5.47
		Siemens	107.965	8/12/24	0.01	41.490		44.843	-3.352	-7.48	-7.86
		TotalEnergies	42.389	8/12/24	0.60	33.159		36.061	-2.903	-8.05	-8.90
	L	Unilever Plc	4,714.000	8/12/24	-0.34	1,146.000		1,257.780	-111.780	-8.89	-9.43
	S	Mercedes-Benz	39.477	8/12/24	-0.57	26.016		28.748	-2.732	-9.50	-9.56
	L	Deutsche Telekom	16.985	8/12/24	0.49	8.839		9.464	-0.625	-6.60	-9.83
		Airbus	91.866	8/12/24	-0.45	17.754		22.266	-4.512	-20.27	-12.08
		Safran	132.003	8/12/24	-0.18	11.064		13.408	-2.344	-17.48	-13.48
		Glencore	410.250	8/12/24	1.27						-na-
	S	National Grid	978.400	8/12/24	-0.04	523.438		489.311	34.127	6.97	-na-
		Novo Nordisk	82.248	8/12/24	-2.80						-na-
		⇓instrument	freshest		⇓ Δday	6/12/06	⇓ Δwk	12/12/05	prc diff	⇓ Δ26	∅-RS
	L	Prosus	22.561	8/12/24	1.77						-na-
Europe 50 - 47 out of 50 instruments rated - 6/12/06 / 12/12/05 - 25 did rise, Market-Ratio(26) in GBP = 53.19 %

Technical Chart

	Europe 50 RS = 26 - B/S = 20/39

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

Transactions STOXX Europe 50 in Pound sterling * S26 - 20/39 (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		1/21/08	749		- cash -
short	1/21/08	8/11/08	203		UBS	100	533	18.759	11.150	31.560	12.802	68	16,823	155
8/11/08		8/25/08	14		- cash -
	8/25/08	9/15/08	21		UBS	100	1,501	11.202	9.916	12.656	1.454	13	19,005	734
9/15/08		9/29/08	14		- cash -
	9/29/08	4/27/09	210		Lloyds Bank	100	8,748	2.173	1.005	4.696	2.524	116	41,083	282
4/27/09		8/08/11	833		- cash -
	8/08/11	12/26/11	140		Lloyds Bank	100	125,215	0.328	0.250	0.430	0.102	31	53,880	103
12/26/11		8/24/15	1337		- cash -
	8/24/15	2/22/16	182		Rio Tinto	100	2,500	21.545	20.510	22.632	1.087	5	56,598	10
2/22/16		5/23/16	91		- cash -
	5/23/16	7/04/16	42		Credit Suisse	100	5,919	9.562	8.022	11.397	1.835	19	67,459	360
7/04/16		1/07/19	917		- cash -
	1/07/19	3/04/19	56		BAT	100	2,726	24.745	28.715	20.775	-3.970	-16	56,637	-68
3/04/19		3/09/20	371		- cash -
	3/09/20	9/07/20	182		Anheuser-Busch InBev	100	1,517	37.311	44.258	30.364	-6.947	-19	46,098	-34
9/07/20		10/03/22	756		- cash -
	10/03/22	11/07/22	35		Adidas	100	445	103.461	100.036	107.003	3.542	3	47,675	42
11/07/22		10/23/23	350		- cash -
	10/23/23	11/27/23	35		Adyen	100	80	594.694	945.900	243.488	-351.206	-59	19,578	-100
11/27/23		12/06/25	740		- cash -
accum	1/21/08	11/27/23	1106	days out of 7278 invested (15%)							96		19,578	25

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Lloyds Bank	short	9/29/08	4/27/09	210	2.17	1.01	4.70	2.52	116.17
		8/08/11	12/26/11	140	0.33	0.25	0.43	0.10	31.15	183.51
UBS		1/21/08	8/11/08	203	18.76	11.15	31.56	12.80	68.24
		8/25/08	9/15/08	21	11.20	9.92	12.66	1.45	12.98	90.07
Credit Suisse		5/23/16	7/04/16	42	9.56	8.02	11.40	1.83	19.19	19.19
Rio Tinto		8/24/15	2/22/16	182	21.55	20.51	22.63	1.09	5.05	5.05
Adidas		10/03/22	11/07/22	35	103.46	100.04	107.00	3.54	3.42	3.42
BAT		1/07/19	3/04/19	56	24.75	28.72	20.78	-3.97	-16.04	-16.04
Anheuser-Busch InBev		3/09/20	9/07/20	182	37.31	44.26	30.36	-6.95	-18.62	-18.62
Adyen		10/23/23	11/27/23	35	594.69	945.90	243.49	-351.21	-59.06	-59.06

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
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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