Share-o-matic - Portfolio

Tue, May 7th, 2024, 5:46UTC

Assessment - Automotive Industry - 4/15/24 - RS = 26

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	SOM Automotive	540.106	Mon	0.78	547.372		471.591	75.781	16.07	USD	13.26
	L	Traton	32.900	Mon	1.23	34.850		19.430	15.420	79.36	EUR	66.01
		Bajaj Auto	9,052.550	Mon	-0.58	8,997.050		5,076.700	3,920.350	77.22	INR	61.78
		Tata Motors	1,016.200	Mon	0.28	998.800		666.200	332.600	49.92	INR	50.09
		Toyota	3,581.000	Thu	-0.67	3,767.000		2,660.000	1,107.000	41.62	JPY	47.57
		Iveco	11.505	Mon	0.04	12.600		8.796	3.804	43.25	EUR	44.53
	L	Daimler Truck	40.590	Mon	-0.88	45.610		31.200	14.410	46.19	EUR	38.50
	L	Renault	48.210	Mon	0.44	50.120		36.505	13.615	37.30	EUR	36.58
		Stellantis	20.230	Mon	-0.49	25.000		18.700	6.300	33.69	EUR	35.74
		Paccar	105.150	Mon	0.34	118.020		85.090	32.930	38.70	USD	32.64
	L	Mahindra & Mahindra	2,224.950	Mon	1.46	2,053.450		1,574.550	478.900	30.42	INR	32.51
	L	Suzuki Motor	1,806.000	Thu	-0.63	1,836.000		1,479.250	356.750	24.12	JPY	28.47
		Kia	113,900.000	Fri	-4.77	114,600.000		83,900.000	30,700.000	36.59	KRW	28.46
		Ferrari	397.600	Mon	-0.38	389.900		298.400	91.500	30.66	EUR	27.89
		Yokohama Rubber	4,058.000	Thu	-0.34	4,048.000		2,855.000	1,193.000	41.79	JPY	26.47
		Denso	2,681.500	Thu	1.44	2,968.000		2,377.500	590.500	24.84	JPY	25.97
	L	GS Yuasa	2,961.500	Thu	-0.05	3,145.000		2,512.500	632.500	25.17	JPY	25.53
	L	General Motors	45.060	Mon	0.45	42.690		30.060	12.630	42.02	USD	22.75
	L	Maruti Suzuki	12,439.300	Mon	-0.42	12,422.800		10,704.500	1,718.300	16.05	INR	22.39
		Pirelli	6.142	Mon	2.37	5.850		4.498	1.352	30.06	EUR	22.10
		Honda Motor	1,783.000	Thu	-0.25	1,860.000		1,663.000	197.000	11.85	JPY	21.95
		Volvo	274.700	Mon	1.18	287.000		227.100	59.900	26.38	SEK	21.86
	L	Autoliv	1,322.000	Mon	0.05	1,262.000		1,040.500	221.500	21.29	SEK	20.95
	L	Hyundai Motor	241,000.000	Fri	-3.21	241,500.000		186,800.000	54,700.000	29.28	KRW	20.91
		Mazda Motor	1,730.000	Thu	-3.24	1,809.500		1,591.000	218.500	13.73	JPY	20.43
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	Michelin	36.830	Mon	1.24	34.960		29.350	5.610	19.11	EUR	16.92
	L	Eicher Motors	4,599.000	Mon	-0.01	4,219.350		3,486.600	732.750	21.02	INR	16.89
		KATEK	15.000	Mon	-0.66	15.150		10.650	4.500	42.25	EUR	15.48
	L	Mercedes-Benz	72.530	Mon	1.33	76.240		64.700	11.540	17.84	EUR	14.18
	L	Bridgestone	6,935.000	Thu	-0.07	6,756.000		5,798.000	958.000	16.52	JPY	14.12
		Nokian Tyres	8.372	Mon	2.47	9.250		7.566	1.684	22.26	EUR	13.10
		Schaeffler	5.635	Mon	2.08	6.320		5.330	0.990	18.57	EUR	10.65
		Isuzu Motors	1,948.000	Thu	-2.06	2,009.500		1,800.500	209.000	11.61	JPY	9.18
	L	BMW	103.050	Mon	0.54	109.700		98.640	11.060	11.21	EUR	8.43
		Hella	83.500	Mon	0.12	81.400		72.100	9.300	12.90	EUR	8.13
	L	Volkswagen	116.950	Mon	1.26	123.300		108.620	14.680	13.52	EUR	6.56
	L	SAIC Motor Corp	14.800	Mon	-0.40	15.210		15.120	0.090	0.60	CNY	5.92
		Hyundai Mobis	226,000.000	Fri		242,500.000		228,500.000	14,000.000	6.13	KRW	5.30
	S	Nissan Motor	580.000	Thu	0.12	586.500		616.500	-30.000	-4.87	JPY	1.91
	L	Mitsubishi Motors	479.400	Thu	-1.18	509.500		555.500	-46.000	-8.28	JPY	1.88
	L	Great Wall Motor	26.250	Mon	0.19	25.680		28.880	-3.200	-11.08	CNY	0.90
	L	Ford Motor	12.500	Mon	0.56	12.230		11.930	0.300	2.51	USD	0.85
	L	Porsche	84.300	Mon	0.69	93.140		90.340	2.800	3.10	EUR	-0.89
	S	Continental	62.460	Mon	1.46	65.840		63.680	2.160	3.39	EUR	-4.07
		Hino Motors	450.200	Thu	-0.44	506.200		551.600	-45.400	-8.23	JPY	-4.11
	L	BYD Company	226.000	Mon	-0.18	208.200		240.400	-32.200	-13.39	HKD	-7.77
	S	Magna	63.650	Mon	-0.38	68.410		72.240	-3.830	-5.30	CAD	-7.84
	L	Plastic Omnium	11.590	Mon	1.67	12.190		14.140	-1.950	-13.79	EUR	-9.01
	S	Li Auto	117.800	Mon	6.13	116.200		129.700	-13.500	-10.41	HKD	-11.44
	S	Vitesco Technologies	63.600	Mon	0.87	66.600		90.400	-23.800	-26.33	EUR	-12.36
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	Xinyi Glass	9.890	Mon	11.63	8.240		9.760	-1.520	-15.57	HKD	-15.18
	L	Valeo	12.340	Mon	1.56	12.420		13.180	-0.760	-5.77	EUR	-15.74
		Cdn Tire	136.610	Mon	1.94	127.770		140.680	-12.910	-9.18	CAD	-16.02
	L	LG Energy Solution	391,000.000	Fri	0.51	373,000.000		474,000.000	-101,000.000	-21.31	KRW	-20.54
		Forvia	15.300	Mon	1.66	13.950		16.905	-2.955	-17.48	EUR	-22.63
		Tesla Motors	184.760	Mon	1.97	161.480		253.920	-92.440	-36.41	USD	-25.42
Automotive - 55 out of 55 instruments rated - 4/15/24 / 10/16/23 - 40 did rise, Market-Ratio(26) = 72.73 %

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	5/06/24	84		Bajaj Auto	100	1,513	INR	782.995	905.255		122.260	16	1,369,732	88
accum	7/03/06	5/06/24	6518	days out of 6700 invested (97%)								13,597		1,369,732	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
Bajaj Auto	long	2/12/24	5/06/24	84	783.00	905.26		122.26	15.61	15.61
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
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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