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

Assessment - STOXX Europe 50 in Pound sterling - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		Stoxx 50	3,685.940	8/12/24	-0.16	3,824.835	-3.63	3,558.244	266.591	7.49	7.89
		ASML	665.710	8/12/24	0.08	809.695	-17.78	592.581	217.114	36.64	34.43
		Novo Nordisk	101.590	8/12/24	-2.80	114.299	-11.12	81.435	32.864	40.36	37.83
	L	ABB	39.839	8/12/24	0.55	44.102	-9.67	34.961	9.142	26.15	32.59
		Schneider Electric	179.239	8/12/24	0.38	191.203	-6.26	158.016	33.187	21.00	24.40
		SAP	160.615	8/12/24	-0.33	157.544	1.95	121.246	36.298	29.94	26.58
		Safran	163.076	8/12/24	-0.18	171.476	-4.90	138.614	32.862	23.71	18.88
		RELX	3,531.000	8/12/24	0.57	3,577.000	-1.29	3,110.000	467.000	15.02	18.92
	L	Münchener Rück	372.648	8/12/24	1.01	396.151	-5.93	326.063	70.087	21.50	18.27
		ING Groep	12.924	8/12/24	0.21	13.879	-6.88	11.758	2.122	18.04	20.15
		UBS	21.753	8/12/24	0.44	23.618	-7.89	24.463	-0.845	-3.45	11.98
	L	Prosus	27.872	8/12/24	1.77	28.097	-0.80	23.457	4.640	19.78	11.31
	L	AstraZeneca	12,780.000	8/12/24	0.63	12,304.000	3.87	10,600.000	1,704.000	16.08	15.63
		Banco Santander	3.469	8/12/24	-0.24	3.774	-8.06	3.285	0.488	14.86	14.23
	L	Richemont	112.225	8/12/24	1.22	123.036	-8.79	108.490	14.546	13.41	9.07
		EssilorLuxottica	175.888	8/12/24	-0.58	171.221	2.73	157.859	13.362	8.46	8.17
	L	Unilever Plc	4,714.000	8/12/24	-0.34	4,345.000	8.49	3,800.000	545.000	14.34	11.64
	L	HSBC	643.900	8/12/24	0.22	690.900	-6.80	635.500	55.400	8.72	9.01
	L	Zurich Insurance	406.793	8/12/24	0.85	422.637	-3.75	412.028	10.610	2.57	7.26
		Siemens	133.379	8/12/24	0.01	150.281	-11.25	147.706	2.575	1.74	12.22
		Allianz	217.123	8/12/24		222.723	-2.51	210.320	12.403	5.90	8.53
		Shell	28.021	8/12/24	0.93	28.746	-2.52	25.904	2.842	10.97	10.68
	L	Iberdrola	10.271	8/12/24	0.29	10.453	-1.75	10.318	0.135	1.31	8.51
	L	Deutsche Telekom	20.983	8/12/24	0.49	20.092	4.43	18.907	1.185	6.27	10.11
		Hermes International	1,702.031	8/12/24	-0.50	1,783.484	-4.57	1,667.955	115.529	6.93	3.68
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,526.000	3.01	1,450.200	75.800	5.23	5.65
		L´Oreal	319.576	8/12/24	-1.59	349.782	-8.64	391.737	-41.955	-10.71	-4.07
	L	Novartis	84.685	8/12/24	0.16	84.668	0.02	79.547	5.121	6.44	6.59
		Airbus	113.491	8/12/24	-0.45	111.693	1.61	121.507	-9.814	-8.08	-8.06
		TotalEnergies	52.368	8/12/24	0.60	53.971	-2.97	53.547	0.424	0.79	3.19
		Enel	5.462	8/12/24	0.44	5.606	-2.56	5.850	-0.244	-4.18	5.31
		Glencore	410.250	8/12/24	1.27	461.700	-11.14	472.100	-10.400	-2.20	1.18
		Anheuser-Busch InBev	46.836	8/12/24	-0.47	46.191	1.40	50.783	-4.592	-9.04	-2.46
	L	Roche	243.183	8/12/24	0.25	218.935	11.08	229.165	-10.230	-4.46	0.51
		Axa	27.448	8/12/24	-0.77	26.523	3.49	25.635	0.888	3.47	3.30
		Rio Tinto	4,942.000	8/12/24	0.56	5,234.000	-5.58	5,842.000	-608.000	-10.41	-0.91
	L	BAT	2,801.000	8/12/24		2,451.000	14.28	2,295.500	155.500	6.77	-1.76
		BNP Paribas	50.272	8/12/24		52.325	-3.92	54.408	-2.082	-3.83	1.02
	S	BASF	35.025	8/12/24	-0.22	37.664	-7.01	42.403	-4.739	-11.18	-4.82
	L	Nestlé	77.594	8/12/24	-0.40	80.431	-3.53	91.394	-10.963	-12.00	-9.40
	S	Mercedes-Benz	48.770	8/12/24	-0.57	54.981	-11.30	54.373	0.608	1.12	-3.80
		Sanofi	81.173	8/12/24	-0.60	77.932	4.16	78.026	-0.094	-0.12	-1.40
		BP	439.600	8/12/24	1.35	478.500	-8.13	466.150	12.350	2.65	-5.19
	S	LVMH	538.863	8/12/24	-0.14	604.111	-10.80	637.696	-33.586	-5.27	-7.83
	S	Air Liquide	137.707	8/12/24	-0.79	137.978	-0.20	153.096	-15.118	-9.87	-6.38
		Deutsche Post	30.579	8/12/24	-0.36	32.683	-6.44	38.991	-6.308	-16.18	-8.06
	S	Vinci	87.095	8/12/24	-0.77	85.611	1.73	98.836	-13.225	-13.38	-9.23
	S	Diageo	2,451.500	8/12/24	1.03	2,480.000	-1.15	2,856.000	-376.000	-13.17	-13.31
	S	National Grid	978.400	8/12/24	-0.04	885.400	10.50	1,058.000	-172.600	-16.31	-13.65
		Reckitt Benckiser	4,180.000	8/12/24		4,289.000	-2.54	5,420.000	-1,131.000	-20.87	-16.63
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	L	Bayer	22.026	8/12/24	-0.04	22.204	-0.80	29.234	-7.029	-24.04	-25.29
Europe 50 - 50 out of 50 instruments rated - 7/01/24 / 1/01/24 - 30 did rise, Market-Ratio(26) in GBP = 60.00 %

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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