Share-o-matic - Portfolio

Thu, May 9th, 2024, 22:18UTC

Assessment - Automotive Industry - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		SOM Automotive	715.261	15:39	35.62	539.937	32.47	459.881	80.056	17.41	USD	10.60
		Bajaj Auto	8,846.850	09:59	1.11	9,052.550	-2.27	5,406.850	3,645.700	67.43	INR	56.64
	L	Traton	33.500	15:35	-0.15	32.900	1.82	18.950	13.950	73.61	EUR	53.03
		Tata Motors	1,030.300	10:00	1.80	1,016.200	1.39	646.050	370.150	57.29	INR	46.34
	L	Mahindra & Mahindra	2,212.550	10:00	1,952.46	2,224.950	-0.56	1,488.300	736.650	49.50	INR	39.23
		Toyota	3,528.000	06:15	-1.42	3,581.000	-1.48	2,846.000	735.000	25.83	JPY	34.77
		Iveco	11.720	15:35	0.60	11.505	1.87	6.998	4.507	64.40	EUR	29.36
	L	Renault	48.280	15:35	0.86	48.210	0.15	34.635	13.575	39.19	EUR	28.96
	L	General Motors	45.050	Wed	-0.51	45.060	-0.02	29.110	15.950	54.79	USD	27.90
		Ferrari	377.700	15:35	-0.18	397.600	-5.01	311.900	85.700	27.48	EUR	27.29
		Pirelli	6.068	15:39	0.80	6.142	-1.20	4.408	1.734	39.34	EUR	26.64
		Kia	111,700.000	06:30	-3.71	113,900.000	-1.93	79,000.000	34,900.000	44.18	KRW	25.57
	L	Eicher Motors	4,568.050	09:59	-0.70	4,599.000	-0.67	3,510.950	1,088.050	30.99	INR	25.22
		Yokohama Rubber	4,048.000	06:15	2.12	4,058.000	-0.25	2,899.000	1,159.000	39.98	JPY	24.56
	L	Autoliv	1,345.000	Wed	-1.13	1,322.000	1.74	1,058.500	263.500	24.89	SEK	24.15
	L	Suzuki Motor	1,767.500	06:15		1,806.000	-2.13	1,526.250	279.750	18.33	JPY	23.33
	L	Michelin	37.330	15:35	0.27	36.830	1.36	28.220	8.610	30.51	EUR	21.81
		Daimler Truck	41.290	15:35	1.90	40.590	1.72	29.650	10.940	36.90	EUR	20.77
		Maruti Suzuki	12,504.700	09:59	-0.31	12,439.300	0.53	10,284.800	2,154.500	20.95	INR	19.87
		Hyundai Motor	237,000.000	06:30	-2.07	241,000.000	-1.66	177,900.000	63,100.000	35.47	KRW	19.18
	L	GS Yuasa	3,024.000	06:15	0.60	2,961.500	2.11	2,536.000	425.500	16.78	JPY	16.54
	L	Bridgestone	6,828.000	06:15	0.32	6,935.000	-1.54	5,896.000	1,039.000	17.62	JPY	15.64
		Paccar	107.050	Wed	0.42	105.150	1.81	86.370	18.780	21.74	USD	15.26
		Volvo	277.000	Wed	-0.25	274.700	0.84	223.000	51.700	23.18	SEK	14.74
		KATEK	15.000	15:36	0.33	15.000		10.200	4.800	47.06	EUR	13.98
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		Honda Motor	1,748.000	06:15	-0.11	1,783.000	-1.96	1,621.000	162.000	9.99	JPY	13.93
		Mazda Motor	1,696.000	06:15		1,730.000	-1.97	1,500.000	230.000	15.33	JPY	12.63
		Denso	2,623.500	06:15	-0.72	2,681.500	-2.16	2,392.000	289.500	12.10	JPY	11.20
		Hella	83.500	15:35	1.21	83.500		74.700	8.800	11.78	EUR	10.66
	L	Mercedes-Benz	68.350	15:36	1.61	72.530	-5.76	57.530	15.000	26.07	EUR	8.21
		Stellantis	20.230	15:38	2.17	20.230		18.326	1.904	10.39	EUR	7.26
	L	Xinyi Glass	10.040	08:08	3.29	9.890	1.52	9.480	0.410	4.32	HKD	4.81
		Isuzu Motors	1,935.000	06:15	0.78	1,948.000	-0.67	1,745.000	203.000	11.63	JPY	4.43
	L	Great Wall Motor	26.250	07:00	1.27	26.250		29.690	-3.440	-11.59	CNY	3.67
		Ford Motor	12.150	Wed	-0.16	12.500	-2.80	10.310	2.190	21.24	USD	2.93
		SAIC Motor Corp	14.570	07:00	0.14	14.800	-1.55	15.010	-0.210	-1.40	CNY	2.65
		Nokian Tyres	8.234	Wed	-0.91	8.372	-1.65	7.654	0.718	9.38	EUR	2.22
		BMW	101.650	15:35	0.49	103.050	-1.36	92.830	10.220	11.01	EUR	1.56
		Volkswagen	117.400	15:35	0.17	116.950	0.38	105.060	11.890	11.32	EUR	1.17
	L	BYD Company	225.800	08:08	1.26	226.000	-0.09	249.200	-23.200	-9.31	HKD	0.77
	S	Nissan Motor	576.500	06:15	0.93	580.000	-0.60	607.000	-27.000	-4.45	JPY	-0.02
		Schaeffler	6.375	15:35	1.84	5.635	13.13	5.020	0.615	12.25	EUR	-0.75
		Hyundai Mobis	226,000.000	06:30	-2.59	226,000.000		228,000.000	-2,000.000	-0.88	KRW	-2.14
	L	Mitsubishi Motors	450.300	06:15	-4.90	479.400	-6.07	498.000	-18.600	-3.73	JPY	-3.78
		Cdn Tire	136.300	Wed	0.35	136.610	-0.23	145.290	-8.680	-5.97	CAD	-8.60
	S	Continental	60.600	15:35	-1.66	62.460	-2.98	62.400	0.060	0.10	EUR	-8.76
	L	Porsche	81.260	15:37	-0.42	84.300	-3.61	90.320	-6.020	-6.67	EUR	-9.11
	S	Li Auto	107.200	08:08	-2.01	117.800	-9.00	155.700	-37.900	-24.34	HKD	-10.92
	L	Plastic Omnium	11.440	15:35	1.15	11.590	-1.29	11.840	-0.250	-2.11	EUR	-12.07
		Forvia	14.685	15:35	-1.11	15.300	-4.02	17.285	-1.985	-11.48	EUR	-13.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
	S	Magna	64.640	Wed	1.08	63.650	1.56	72.980	-9.330	-12.78	CAD	-13.95
	S	Hino Motors	461.600	06:15	-0.22	450.200	2.53	472.600	-22.400	-4.74	JPY	-14.04
	L	Valeo	12.375	15:35	1.02	12.340	0.28	13.610	-1.270	-9.33	EUR	-14.34
		Tesla Motors	174.720	Wed	-1.74	184.760	-5.43	219.270	-34.510	-15.74	USD	-14.41
	L	LG Energy Solution	388,500.000	06:30	-1.15	391,000.000	-0.64	493,500.000	-102,500.000	-20.77	KRW	-14.59
	S	Vitesco Technologies	70.900	15:35	2.09	63.600	11.48	93.250	-29.650	-31.80	EUR	-16.46
Automotive - 55 out of 55 instruments rated - 5/06/24 / 11/06/23 - 38 did rise, Market-Ratio(26) = 69.09 %

Technical Chart

	Automotive RS = 26 - B/S = 65/45

1/06/20	scale up chart	5/06/24

Transactions Automotive Industry * A26 - 65/45 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		7/03/06	182		- cash -
short	7/03/06	11/20/06	140		Kia	100	655	KRW	15.250	14.500	16.039	0.789	5	10,517	14
long	11/20/06	11/12/07	357		SAIC Motor Corp	100	2,214	CNY	4.750	16.530		11.780	248	36,598	258
short	11/12/07	4/27/09	532		Grammer	100	2,273	EUR	16.100	4.770	54.342	38.242	238	123,521	130
long	4/27/09	5/30/11	763		Ford Motor	100	24,172	USD	5.110	14.920		9.810	192	360,648	67
short	5/30/11	2/06/12	252		Mitsubishi Motors	100	38,448	JPY	9.380	9.620	9.140	-0.240	-3	351,421	-4
long	2/06/12	7/23/12	168		Hino Motors	100	66,810	JPY	5.260	5.200		-0.060	-1	347,412	-2
short	7/23/12	11/19/12	119		Peugeot	100	64,574	EUR	5.380	3.865	7.489	2.109	39	483,586	176
long	11/19/12	8/18/14	637		Montupet	100	73,159	EUR	6.610	48.590		41.980	635	3,554,801	214
short	8/18/14	1/26/15	161		Nokian Tyres	100	145,843	EUR	24.374	22.648	26.232	1.858	8	3,825,704	18
long	1/26/15	8/17/15	203		Maruti Suzuki	100	10,601	INR	360.865	454.235		93.370	26	4,815,519	51
short	8/17/15	3/28/16	224		Tata Motors	100	135,286	INR	35.595	36.325	34.865	-0.730	-2	4,716,761	-3
long	3/28/16	4/04/16	7		Hankook Tire	100	83,779	KRW	56.300	52.600		-3.700	-7	4,406,778	-97
short	4/04/16	8/08/16	126		Leoni	100	152,906	EUR	28.820	33.340	24.300	-4.520	-16	3,715,643	-39
long	8/08/16	9/12/16	35		Grammer	100	79,140	EUR	46.950	53.230		6.280	13	4,212,642	270
short	9/12/16	10/10/16	28		Mitsubishi Motors	100	854,491	JPY	4.930	4.890	4.970	0.040	1	4,247,078	11
long	10/10/16	10/24/16	14		Grammer	100	77,360	EUR	54.900	51.820		-3.080	-6	4,008,810	-78
short	10/24/16	11/07/16	14		Mitsubishi Motors	100	826,558	JPY	4.850	5.850	3.850	-1.000	-21	3,182,252	-100
long	11/07/16	8/21/17	287		Grammer	100	61,161	EUR	52.030	43.220		-8.810	-17	2,643,423	-21
short	8/21/17	9/25/17	35		Nemak	100	176,110	MXN	15.010	14.440	15.603	0.592	4	2,747,768	50
long	9/25/17	4/23/18	210		Fiat Chrysler	100	186,289	EUR	14.750	19.680		4.930	33	3,666,173	65
short	4/23/18	4/22/19	364		Tata Motors	100	109,749	INR	33.405	23.485	47.515	14.110	42	5,214,753	42
long	4/22/19	5/13/19	21		Kia	100	121,840	KRW	42.800	42.350		-0.450	-1	5,159,925	-17
short	5/13/19	11/11/19	182		Leoni	100	300,344	EUR	17.180	12.620	23.388	6.208	36	7,024,371	86
long	11/11/19	3/02/20	112		Schaeffler	100	710,968	EUR	9.880	7.914		-1.966	-20	5,626,608	-51
short	3/02/20	9/07/20	189		Renault	100	219,446	EUR	25.640	25.160	26.129	0.489	2	5,733,961	4
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/07/20	9/20/21	378		Tesla Motors	100	41,121	USD	139.440	243.390		103.950	75	10,008,489	71
short	9/20/21	11/15/21	56		Valeo	100	479,104	EUR	20.890	28.330	13.450	-7.440	-36	6,443,955	-94
long	11/15/21	11/29/21	14		Tata Motors	100	127,489	INR	50.545	46.145		-4.400	-9	5,883,003	-91
short	11/29/21	1/17/22	49		ElringKlinger	100	547,765	EUR	10.740	12.660	8.820	-1.920	-18	4,831,295	-77
long	1/17/22	2/07/22	21		Ford Motor	100	191,794	USD	25.190	17.880		-7.310	-29	3,429,280	-100
short	2/07/22	9/05/22	210		Hankook Tire	100	97,561	KRW	35.150	39.600	30.700	-4.450	-13	2,995,134	-21
long	9/05/22	9/26/22	21		Mitsubishi Motors	100	519,988	JPY	5.760	5.830		0.070	1	3,031,533	23
short	9/26/22	4/03/23	189		Forvia	100	243,301	EUR	12.460	20.390	4.530	-7.930	-64	1,102,156	-86
long	4/03/23	10/30/23	210		Iveco	100	129,848	EUR	8.488	8.048		-0.440	-5	1,045,023	-9
short	10/30/23	2/12/24	105		Lucid	100	256,762	USD	4.070	3.590	4.614	0.544	13	1,184,753	55
long	2/12/24	5/09/24	87		Bajaj Auto	100	1,513	INR	782.995	884.685		101.690	13	1,338,610	67
accum	7/03/06	5/09/24	6520	days out of 6702 invested (97%)								13,286		1,338,610	32

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Montupet	long	11/19/12	8/18/14	637	6.61	48.59		41.98	635.10	635.10
SAIC Motor Corp	long	11/20/06	11/12/07	357	4.75	16.53		11.78	248.00	248.00
Grammer	short	11/12/07	4/27/09	532	16.10	4.77	54.34	38.24	237.53
	long	8/08/16	9/12/16	35	46.95	53.23		6.28	13.38
	long	10/10/16	10/24/16	14	54.90	51.82		-3.08	-5.61
	long	11/07/16	8/21/17	287	52.03	43.22		-8.81	-16.93	200.04
Ford Motor	long	4/27/09	5/30/11	763	5.11	14.92		9.81	191.98
	long	1/17/22	2/07/22	21	25.19	17.88		-7.31	-29.02	107.25
Tesla Motors	long	9/07/20	9/20/21	378	139.44	243.39		103.95	74.55	74.55
Peugeot	short	7/23/12	11/19/12	119	5.38	3.87	7.49	2.11	39.20	39.20
Fiat Chrysler	long	9/25/17	4/23/18	210	14.75	19.68		4.93	33.42	33.42
Tata Motors	short	8/17/15	3/28/16	224	35.60	36.33	34.87	-0.73	-2.05
	short	4/23/18	4/22/19	364	33.41	23.49	47.52	14.11	42.24
	long	11/15/21	11/29/21	14	50.55	46.15		-4.40	-8.71	27.19
Maruti Suzuki	long	1/26/15	8/17/15	203	360.87	454.24		93.37	25.87	25.87
Leoni	short	4/04/16	8/08/16	126	28.82	33.34	24.30	-4.52	-15.68
	short	5/13/19	11/11/19	182	17.18	12.62	23.39	6.21	36.13	14.78
Lucid	short	10/30/23	2/12/24	105	4.07	3.59	4.61	0.54	13.37	13.37
Bajaj Auto	long	2/12/24	5/09/24	87	783.00	884.69		101.69	12.99	12.99
Nokian Tyres	short	8/18/14	1/26/15	161	24.37	22.65	26.23	1.86	7.62	7.62
Kia	short	7/03/06	11/20/06	140	15.25	14.50	16.04	0.79	5.17
	long	4/22/19	5/13/19	21	42.80	42.35		-0.45	-1.05	4.07
Nemak	short	8/21/17	9/25/17	35	15.01	14.44	15.60	0.59	3.95	3.95
Renault	short	3/02/20	9/07/20	189	25.64	25.16	26.13	0.49	1.91	1.91
Hino Motors	long	2/06/12	7/23/12	168	5.26	5.20		-0.06	-1.14	-1.14
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Iveco	long	4/03/23	10/30/23	210	8.49	8.05		-0.44	-5.18	-5.18
ElringKlinger	short	11/29/21	1/17/22	49	10.74	12.66	8.82	-1.92	-17.88	-17.88
Hankook Tire	long	3/28/16	4/04/16	7	56.30	52.60		-3.70	-6.57
	short	2/07/22	9/05/22	210	35.15	39.60	30.70	-4.45	-12.66	-18.40
Schaeffler	long	11/11/19	3/02/20	112	9.88	7.91		-1.97	-19.90	-19.90
Mitsubishi Motors	short	5/30/11	2/06/12	252	9.38	9.62	9.14	-0.24	-2.56
	short	9/12/16	10/10/16	28	4.93	4.89	4.97	0.04	0.82
	short	10/24/16	11/07/16	14	4.85	5.85	3.85	-1.00	-20.62
	long	9/05/22	9/26/22	21	5.76	5.83		0.07	1.22	-21.07
Valeo	short	9/20/21	11/15/21	56	20.89	28.33	13.45	-7.44	-35.62	-35.62
Forvia	short	9/26/22	4/03/23	189	12.46	20.39	4.53	-7.93	-63.64	-63.64

Annotations

3/28/24	Suzuki Motor	stock split 1:4 (four for one)
9/28/23	Denso	stock split 1:4 (four for one)
	Honda Motor	stock split 1:3 (three for one)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
6/16/22	Michelin	stock split 1:4 (four for one)
4/04/22	Hella	acquired by Faurecia
9/29/21	Toyota	stock split 1:5 (five for one)
9/16/21	Continental	spin-off drive technology: one additional Vitesco for five Continental
6/29/18	Autoliv	spin-off of Veoneer
6/22/18	Pirelli	returns
12/21/17	Mahindra & Mahindra	stock split 1:2 (two for one)
6/06/16	Valeo	stock split 1:3 (three for one)
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
1/18/16	Autoindustrie	Montupet drops out (acquisition by Linamar)
12/21/15	Schaeffler	entry (SDAX)
11/02/15	Pirelli	drops out due to acquisition by CNCC
3/14/15	Automotive	completely re-analyzed, excellent performing Mixed Cut
1/19/15	Hella	entry


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