Share-o-matic - Assessment PSI 20 (Portuguese Stock Index 20 )

Assessment - Portuguese Stock Index 20 in Japanese yen - 7/01/24 - RS = 12

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/08/24	prc diff	⇓ Δ12	⇓∅-RS
		PSI 20	1,136,266.173	8/12/24	0.09	1,142,766.956	-0.57	1,032,154.731	110,612.224	10.72	13.00
		The Navigator	625.988	8/12/24	0.84	671.049	-6.71	654.665	16.384	2.50	15.10
		Jerónimo Martins	2,811.056	8/12/24	0.81	3,330.980	-15.61	3,031.161	299.819	9.89	-4.24
		Sonae	157.884	8/12/24	0.77	153.551	2.82	147.934	5.617	3.80	3.46
		Greenvolt	1,447.122	8/12/24	0.60	1,473.118	-1.76	1,372.259	100.859	7.35	29.86
		NOS	597.913	8/12/24	0.58	584.915	2.22	596.348	-11.433	-1.92	7.86
		Semapa	2,478.304	8/12/24	0.56	2,526.831	-1.92	2,464.466	62.365	2.53	13.50
		Mota-Engil	584.395	8/12/24	0.30	614.897	-4.96	781.842	-166.945	-21.35	9.87
		CTT-Correios	726.161	8/12/24	0.24	730.493	-0.59	715.782	14.711	2.06	23.32
		Banco Comercial	65.476	8/12/24	0.16	60.069	9.00	50.657	9.412	18.58	33.60
		Galp Energia	3,303.250	8/12/24	0.16	3,438.431	-3.93	2,639.910	798.520	30.25	50.22
		Corticeira Amorim	1,547.640	8/12/24		1,570.170	-1.43	1,621.012	-50.842	-3.14	2.44
	L	Altri	821.480	8/12/24	-0.04	935.863	-12.22	856.632	79.231	9.25	26.00
	L	Redes Energéticas	407.274	8/12/24	-0.42	396.009	2.84	361.598	34.411	9.52	4.17
	L	Energias de Portugal	637.947	8/12/24	-0.43	615.590	3.63	572.132	43.458	7.60	-4.03
	L	EDP Renováveis	2,428.045	8/12/24	-0.92	2,301.530	5.50	2,003.202	298.328	14.89	-5.88
PSI 20 - 15 out of 15 instruments rated - 7/01/24 / 4/08/24 - 12 did rise, Market-Ratio(12) in JPY = 80.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 12 - B/S = 80/76

1/03/22	scale up chart	7/01/24

Transactions Portuguese Stock Index 20 in Japanese yen * L12 - 80/76 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		1/09/06	7		- cash -
long	1/09/06	5/08/06	119		Semapa	100	9	1,018.285	1,250.573	232.287	23	12,091	88
5/08/06		8/14/06	98		- cash -
	8/14/06	8/21/06	7		Altri	100	57	210.103	226.493	16.390	8	13,025	4,924
8/21/06		8/28/06	7		- cash -
	8/28/06	10/02/06	35		Altri	100	55	233.329	249.367	16.038	7	13,907	100
10/02/06		10/09/06	7		- cash -
	10/09/06	10/30/06	21		Altri	100	55	251.217	289.940	38.724	15	16,037	1,108
10/30/06		12/04/06	35		- cash -
	12/04/06	5/14/07	161		Altri	100	54	291.773	517.785	226.012	77	28,241	267
5/14/07		5/28/07	14		- cash -
	5/28/07	8/13/07	77		Altri	100	52	541.029	512.331	-28.698	-5	26,749	-23
8/13/07		5/04/09	630		- cash -
	5/04/09	6/15/09	42		Sonae	100	293	91.060	95.723	4.663	5	28,115	54
6/15/09		9/07/09	84		- cash -
	9/07/09	12/07/09	91		Impresa	100	154	182.114	267.655	85.541	47	41,289	369
12/07/09		8/09/10	245		- cash -
	8/09/10	8/16/10	7		Jerónimo Martins	100	41	1,004.438	975.870	-28.568	-3	40,117	-78
8/16/10		2/21/11	189		- cash -
	2/21/11	2/28/11	7		Jerónimo Martins	100	30	1,309.735	1,305.391	-4.344	0	39,987	-16
2/28/11		4/04/11	35		- cash -
	4/04/11	4/11/11	7		Jerónimo Martins	100	28	1,382.902	1,388.851	5.948	0	40,154	25
4/11/11		2/13/12	308		- cash -
	2/13/12	2/27/12	14		Jerónimo Martins	100	29	1,356.173	1,482.251	126.078	9	43,810	915
2/27/12		3/05/12	7		- cash -
	3/05/12	3/12/12	7		Jerónimo Martins	100	28	1,518.058	1,554.326	36.268	2	44,825	243
3/12/12		8/20/12	161		- cash -
	8/20/12	8/27/12	7		Banco BPI	100	787	56.921	56.875	-0.046	0	44,789	-4
8/27/12		9/03/12	7		- cash -
	9/03/12	9/24/12	21		Banco BPI	100	761	58.840	82.276	23.436	40	62,624	33,834
9/24/12		10/08/12	14		- cash -
	10/08/12	11/12/12	35		Banco BPI	100	717	87.313	83.770	-3.542	-4	60,084	-35
11/12/12		12/17/12	35		- cash -
	12/17/12	4/01/13	105		Banco BPI	100	609	98.643	115.809	17.166	17	70,538	75
4/01/13		9/16/13	168		- cash -
	9/16/13	9/23/13	7		Teixeira Duarte	100	808	87.263	87.263	0.000	0	70,538	0
9/23/13		9/30/13	7		- cash -
	9/30/13	12/09/13	70		Impresa	100	762	92.504	151.838	59.335	64	115,751	1,225
12/09/13		12/30/13	21		- cash -
	12/30/13	1/27/14	28		Impresa	100	752	153.727	199.313	45.586	30	150,032	2,853
1/27/14		2/17/14	21		- cash -
	2/17/14	4/14/14	56		Impresa	100	720	208.169	264.901	56.732	27	190,878	381
4/14/14		4/21/14	7		- cash -
	4/21/14	5/12/14	21		Impresa	100	709	268.955	247.215	-21.739	-8	175,465	-77
5/12/14		3/02/15	294		- cash -
	3/02/15	5/18/15	77		Altri	100	417	419.891	529.421	109.530	26	221,139	200
5/18/15		5/02/16	350		- cash -
	5/02/16	5/16/16	14		Sonae Capital	100	2,677	82.597	77.645	-4.952	-6	207,882	-80
5/16/16		4/10/17	329		- cash -
	4/10/17	7/03/17	84		Pharol	100	5,359	38.790	39.848	1.058	3	213,553	12
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
7/03/17		3/04/19	609		- cash -
	3/04/19	4/01/19	28		Altri	100	222	959.279	879.639	-79.641	-8	195,873	-68
4/01/19		11/11/19	224		- cash -
	11/11/19	11/25/19	14		CTT-Correios	100	534	366.321	378.426	12.105	3	202,337	133
11/25/19		6/08/20	196		- cash -
	6/08/20	6/29/20	21		EDP Renováveis	100	135	1,489.273	1,471.457	-17.816	-1	199,932	-19
6/29/20		12/14/20	168		- cash -
	12/14/20	12/21/20	7		Pharol	100	10,872	18.389	16.545	-1.844	-10	179,884	-100
12/21/20		1/18/21	28		- cash -
	1/18/21	3/01/21	42		EDP Renováveis	100	62	2,898.750	2,179.157	-719.593	-25	135,269	-92
3/01/21		10/11/21	224		- cash -
	10/11/21	11/15/21	35		CTT-Correios	100	219	616.915	559.800	-57.115	-9	122,761	-64
11/15/21		5/23/22	189		- cash -
	5/23/22	6/20/22	28		The Navigator	100	216	567.342	553.980	-13.363	-2	119,874	-27
6/20/22		1/02/23	196		- cash -
	1/02/23	1/09/23	7		Galp Energia	100	66	1,796.505	1,781.919	-14.586	-1	118,912	-35
1/09/23		5/27/24	504		- cash -
	5/27/24	6/17/24	21		Galp Energia	100	34	3,402.780	3,197.694	-205.086	-6	111,939	-66
6/17/24		5/30/26	712		- cash -
accum	1/09/06	6/17/24	1323	days out of 7453 invested (18%)						1,019		111,939	95

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Impresa	long	9/07/09	12/07/09	91	182.11	267.66	85.54	46.97
		9/30/13	12/09/13	70	92.50	151.84	59.33	64.14
		12/30/13	1/27/14	28	153.73	199.31	45.59	29.65
		2/17/14	4/14/14	56	208.17	264.90	56.73	27.25
		4/21/14	5/12/14	21	268.95	247.22	-21.74	-8.08	265.85
Altri		8/14/06	8/21/06	7	210.10	226.49	16.39	7.80
		8/28/06	10/02/06	35	233.33	249.37	16.04	6.87
		10/09/06	10/30/06	21	251.22	289.94	38.72	15.41
		12/04/06	5/14/07	161	291.77	517.79	226.01	77.46
		5/28/07	8/13/07	77	541.03	512.33	-28.70	-5.30
		3/02/15	5/18/15	77	419.89	529.42	109.53	26.09
		3/04/19	4/01/19	28	959.28	879.64	-79.64	-8.30	158.35
Banco BPI		8/20/12	8/27/12	7	56.92	56.88	-0.05	-0.08
		9/03/12	9/24/12	21	58.84	82.28	23.44	39.83
		10/08/12	11/12/12	35	87.31	83.77	-3.54	-4.06
		12/17/12	4/01/13	105	98.64	115.81	17.17	17.40	57.37
Semapa		1/09/06	5/08/06	119	1,018.29	1,250.57	232.29	22.81	22.81
Jerónimo Martins		8/09/10	8/16/10	7	1,004.44	975.87	-28.57	-2.84
		2/21/11	2/28/11	7	1,309.74	1,305.39	-4.34	-0.33
		4/04/11	4/11/11	7	1,382.90	1,388.85	5.95	0.43
		2/13/12	2/27/12	14	1,356.17	1,482.25	126.08	9.30
		3/05/12	3/12/12	7	1,518.06	1,554.33	36.27	2.39	8.83
Sonae		5/04/09	6/15/09	42	91.06	95.72	4.66	5.12	5.12
Teixeira Duarte		9/16/13	9/23/13	7	87.26	87.26	0.00	0.00	0.00
The Navigator		5/23/22	6/20/22	28	567.34	553.98	-13.36	-2.36	-2.36
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sonae Capital		5/02/16	5/16/16	14	82.60	77.65	-4.95	-6.00	-6.00
CTT-Correios		11/11/19	11/25/19	14	366.32	378.43	12.11	3.30
		10/11/21	11/15/21	35	616.91	559.80	-57.11	-9.26	-6.26
Galp Energia		1/02/23	1/09/23	7	1,796.51	1,781.92	-14.59	-0.81
		5/27/24	6/17/24	21	3,402.78	3,197.69	-205.09	-6.03	-6.79
Pharol		4/10/17	7/03/17	84	38.79	39.85	1.06	2.73
		12/14/20	12/21/20	7	18.39	16.55	-1.84	-10.03	-7.57
EDP Renováveis		6/08/20	6/29/20	21	1,489.27	1,471.46	-17.82	-1.20
		1/18/21	3/01/21	42	2,898.75	2,179.16	-719.59	-24.82	-25.72

Annotations

4/20/18	PSI 20	F.Ramada replaces Novabase
10/24/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
5/02/16	Navigator	name change, Portucel Soporcel before
4/19/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
12/23/15	PSI 20	Banif is excluded
9/21/15	PSI 20	complete analysis


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