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

Assessment - STOXX Europe 50 in Pound sterling - 6/19/06 - RS = 26

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/19/06	⇓ Δwk	12/19/05	prc diff	⇓ Δ26	∅-RS
		Stoxx 50	2,967.537	8/12/24	-0.16			2,261.898	-2,261.898	-100.00	-na-
	L	ABB	19.967	8/12/24	0.55	6.383		5.226	1.158	22.16	25.27
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,074.000		2,830.000	244.000	8.62	14.89
		Rio Tinto	4,942.000	8/12/24	0.56	2,220.570		2,086.740	133.830	6.41	12.37
		EssilorLuxottica	141.607	8/12/24	-0.58	25.889		23.516	2.373	10.09	10.35
	L	Iberdrola	8.269	8/12/24	0.29	4.217		3.675	0.542	14.76	9.19
	S	Vinci	70.120	8/12/24	-0.77	26.743		24.905	1.838	7.38	8.41
		ING Groep	10.405	8/12/24	0.21	15.515		15.174	0.341	2.25	8.00
	L	BAT	2,801.000	8/12/24		1,345.000		1,300.000	45.000	3.46	7.83
	S	Diageo	2,451.500	8/12/24	1.03	903.000		831.500	71.500	8.60	6.82
		BNP Paribas	40.474	8/12/24		47.270		44.360	2.910	6.56	6.28
		SAP	129.311	8/12/24	-0.33	27.939		26.176	1.763	6.73	5.90
		UBS	10.902	8/12/24	0.44	28.166		27.767	0.399	1.44	5.05
		L´Oreal	257.290	8/12/24	-1.59	47.134		42.221	4.913	11.64	4.69
		Reckitt Benckiser	4,180.000	8/12/24		1,917.000		1,861.000	56.000	3.01	4.13
		Hermes International	1,370.299	8/12/24	-0.50	45.050		47.100	-2.050	-4.35	3.56
		Schneider Electric	144.305	8/12/24	0.38	26.163		24.956	1.206	4.83	3.43
	S	Air Liquide	110.867	8/12/24	-0.79	37.652		37.307	0.346	0.93	2.94
	L	Zurich Insurance	203.877	8/12/24	0.85	114.888		118.193	-3.305	-2.80	2.46
	L	Bayer	17.733	8/12/24	-0.04	22.460		23.204	-0.744	-3.21	2.50
	L	Roche	121.879	8/12/24	0.25	83.885		87.063	-3.178	-3.65	2.25
		GSK	1,572.000	8/12/24	0.42	1,475.780		1,493.910	-18.130	-1.21	1.73
		Sanofi	65.352	8/12/24	-0.60	49.730		50.014	-0.285	-0.57	1.38
	L	HSBC	643.900	8/12/24	0.22	770.021		755.709	14.312	1.89	1.24
	S	LVMH	433.837	8/12/24	-0.14	50.105		50.760	-0.654	-1.29	1.11
		⇓instrument	freshest		⇓ Δday	6/19/06	⇓ Δwk	12/19/05	prc diff	⇓ Δ26	∅-RS
		ASML	535.960	8/12/24	0.08	10.725		11.338	-0.613	-5.41	0.74
		Anheuser-Busch InBev	37.707	8/12/24	-0.47	14.942		15.651	-0.709	-4.53	0.28
	L	Nestlé	38.889	8/12/24	-0.40	16.288		17.076	-0.788	-4.62	-0.41
	L	Richemont	56.245	8/12/24	1.22	9.875		10.364	-0.488	-4.71	-0.41
		Deutsche Post	24.619	8/12/24	-0.36	13.833		13.263	0.570	4.30	-0.75
	L	Münchener Rück	300.018	8/12/24	1.01	70.018		77.658	-7.640	-9.84	-1.09
		Allianz	174.805	8/12/24		80.230		86.339	-6.109	-7.08	-1.22
		Banco Santander	2.793	8/12/24	-0.24	6.734		6.724	0.010	0.15	-1.37
		Siemens	107.383	8/12/24	0.01	44.402		47.477	-3.075	-6.48	-1.43
		RELX	3,531.000	8/12/24	0.57	518.000		524.000	-6.000	-1.15	-2.52
		Axa	22.098	8/12/24	-0.77	16.219		17.567	-1.348	-7.67	-3.49
		Enel	4.398	8/12/24	0.44	3.975		4.003	-0.028	-0.70	-3.59
	S	BASF	28.198	8/12/24	-0.22	20.309		21.659	-1.351	-6.24	-3.61
	L	Novartis	42.443	8/12/24	0.16	23.564		24.908	-1.343	-5.39	-4.60
		Shell	22.559	8/12/24	0.93	16.989		17.505	-0.516	-2.95	-5.66
		BP	439.600	8/12/24	1.35	595.500		621.000	-25.500	-4.11	-7.43
	L	Unilever Plc	4,714.000	8/12/24	-0.34	1,139.000		1,272.220	-133.220	-10.47	-9.90
		TotalEnergies	42.161	8/12/24	0.60	32.686		36.223	-3.537	-9.76	-10.28
	S	Mercedes-Benz	39.265	8/12/24	-0.57	25.548		29.019	-3.471	-11.96	-11.46
	L	Deutsche Telekom	16.893	8/12/24	0.49	8.539		9.359	-0.820	-8.76	-12.68
		Safran	131.292	8/12/24	-0.18	10.527		13.229	-2.702	-20.43	-17.67
		Airbus	91.371	8/12/24	-0.45	13.764		21.951	-8.186	-37.29	-32.01
		Glencore	410.250	8/12/24	1.27						-na-
	S	National Grid	978.400	8/12/24	-0.04	531.859		494.629	37.230	7.53	-na-
		Novo Nordisk	81.820	8/12/24	-2.80						-na-
		⇓instrument	freshest		⇓ Δday	6/19/06	⇓ Δwk	12/19/05	prc diff	⇓ Δ26	∅-RS
	L	Prosus	22.440	8/12/24	1.77						-na-
Europe 50 - 47 out of 50 instruments rated - 6/19/06 / 12/19/05 - 20 did rise, Market-Ratio(26) in GBP = 42.55 %

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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