Share-o-matic - Assessment Automotive (Automotive Industry)

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	666.668	Fri	26.07	539.937	23.47	459.881	80.056	17.41	USD	10.60
		Bajaj Auto	8,981.800	Fri	1.53	9,052.550	-0.78	5,406.850	3,645.700	67.43	INR	56.64
	L	Traton	33.900	Fri	1.19	32.900	3.04	18.950	13.950	73.61	EUR	53.03
		Tata Motors	1,046.650	Fri	1.59	1,016.200	3.00	646.050	370.150	57.29	INR	46.34
	L	Mahindra & Mahindra	2,193.050	Fri	1,427.19	2,224.950	-1.43	1,488.300	736.650	49.50	INR	39.23
		Toyota	3,425.000	Fri	-2.92	3,581.000	-4.36	2,846.000	735.000	25.83	JPY	34.77
		Iveco	11.745	Fri	0.21	11.505	2.09	6.998	4.507	64.40	EUR	29.36
	L	Renault	48.300	Fri	0.04	48.210	0.19	34.635	13.575	39.19	EUR	28.96
	L	General Motors	45.210	Fri	-0.33	45.060	0.33	29.110	15.950	54.79	USD	27.90
		Ferrari	374.500	Fri	-0.85	397.600	-5.81	311.900	85.700	27.48	EUR	27.29
		Pirelli	6.234	Fri	2.70	6.142	1.50	4.408	1.734	39.34	EUR	26.64
		Kia	114,100.000	Fri	2.15	113,900.000	0.18	79,000.000	34,900.000	44.18	KRW	25.57
	L	Eicher Motors	4,657.850	Fri	1.97	4,599.000	1.28	3,510.950	1,088.050	30.99	INR	25.22
		Yokohama Rubber	4,087.000	Fri	0.96	4,058.000	0.71	2,899.000	1,159.000	39.98	JPY	24.56
	L	Autoliv	1,351.200	Fri	0.46	1,322.000	2.21	1,058.500	263.500	24.89	SEK	24.15
	L	Suzuki Motor	1,787.000	Fri	1.10	1,806.000	-1.05	1,526.250	279.750	18.33	JPY	23.33
	L	Michelin	37.120	Fri	-0.56	36.830	0.79	28.220	8.610	30.51	EUR	21.81
		Daimler Truck	41.490	Fri	0.48	40.590	2.22	29.650	10.940	36.90	EUR	20.77
		Maruti Suzuki	12,675.500	Fri	1.37	12,439.300	1.90	10,284.800	2,154.500	20.95	INR	19.87
		Hyundai Motor	241,500.000	Fri	1.90	241,000.000	0.21	177,900.000	63,100.000	35.47	KRW	19.18
	L	GS Yuasa	2,986.500	Fri	-1.24	2,961.500	0.84	2,536.000	425.500	16.78	JPY	16.54
	L	Bridgestone	6,884.000	Fri	0.82	6,935.000	-0.74	5,896.000	1,039.000	17.62	JPY	15.64
		Paccar	109.180	Fri	0.24	105.150	3.83	86.370	18.780	21.74	USD	15.26
		Volvo	282.600	Fri	2.02	274.700	2.88	223.000	51.700	23.18	SEK	14.74
		KATEK	14.850	Fri	-1.00	15.000	-1.00	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	1,736.500	Fri	-0.66	1,783.000	-2.61	1,621.000	162.000	9.99	JPY	13.93
		Mazda Motor	1,685.000	Fri	-0.65	1,730.000	-2.60	1,500.000	230.000	15.33	JPY	12.63
		Denso	2,600.000	Fri	-0.90	2,681.500	-3.04	2,392.000	289.500	12.10	JPY	11.20
		Hella	82.900	Fri	-0.72	83.500	-0.72	74.700	8.800	11.78	EUR	10.66
	L	Mercedes-Benz	68.190	Fri	-0.23	72.530	-5.98	57.530	15.000	26.07	EUR	8.21
		Stellantis	20.280	Fri	0.25	20.230	0.25	18.326	1.904	10.39	EUR	7.26
	L	Xinyi Glass	10.080	Fri	0.40	9.890	1.92	9.480	0.410	4.32	HKD	4.81
		Isuzu Motors	1,936.000	Fri	0.05	1,948.000	-0.62	1,745.000	203.000	11.63	JPY	4.43
	L	Great Wall Motor	26.000	Fri	-0.95	26.250	-0.95	29.690	-3.440	-11.59	CNY	3.67
		Ford Motor	11.990	Fri	-1.15	12.500	-4.08	10.310	2.190	21.24	USD	2.93
		SAIC Motor Corp	14.610	Fri	0.27	14.800	-1.28	15.010	-0.210	-1.40	CNY	2.65
		Nokian Tyres	8.352	Fri	1.48	8.372	-0.24	7.654	0.718	9.38	EUR	2.22
		BMW	101.600	Fri	-0.05	103.050	-1.41	92.830	10.220	11.01	EUR	1.56
		Volkswagen	116.950	Fri	-0.38	116.950		105.060	11.890	11.32	EUR	1.17
	L	BYD Company	223.400	Fri	-1.06	226.000	-1.15	249.200	-23.200	-9.31	HKD	0.77
	S	Nissan Motor	551.900	Fri	-4.27	580.000	-4.84	607.000	-27.000	-4.45	JPY	-0.02
		Schaeffler	6.420	Fri	0.63	5.635	13.93	5.020	0.615	12.25	EUR	-0.75
		Hyundai Mobis	227,000.000	Fri	0.44	226,000.000	0.44	228,000.000	-2,000.000	-0.88	KRW	-2.14
	L	Mitsubishi Motors	447.500	Fri	-0.62	479.400	-6.65	498.000	-18.600	-3.73	JPY	-3.78
		Cdn Tire	144.070	Fri	-1.08	136.610	5.46	145.290	-8.680	-5.97	CAD	-8.60
	S	Continental	60.880	Fri	0.46	62.460	-2.53	62.400	0.060	0.10	EUR	-8.76
	L	Porsche	81.540	Fri	0.34	84.300	-3.27	90.320	-6.020	-6.67	EUR	-9.11
	S	Li Auto	105.500	Fri	-1.59	117.800	-10.44	155.700	-37.900	-24.34	HKD	-10.92
	L	Plastic Omnium	11.500	Fri	0.52	11.590	-0.78	11.840	-0.250	-2.11	EUR	-12.07
		Forvia	14.720	Fri	0.20	15.300	-3.79	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	64.110	Fri	1.04	63.650	0.72	72.980	-9.330	-12.78	CAD	-13.95
	S	Hino Motors	462.500	Fri	0.19	450.200	2.73	472.600	-22.400	-4.74	JPY	-14.04
	L	Valeo	12.360	Fri	-0.16	12.340	0.16	13.610	-1.270	-9.33	EUR	-14.34
		Tesla Motors	168.470	Fri	-2.04	184.760	-8.82	219.270	-34.510	-15.74	USD	-14.41
	L	LG Energy Solution	383,500.000	Fri	-1.29	391,000.000	-1.92	493,500.000	-102,500.000	-20.77	KRW	-14.59
	S	Vitesco Technologies	71.650	Fri	1.06	63.600	12.66	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 = 60/40

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

Transactions Automotive Industry * 26 - 60/40 (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		11/12/07	679		- cash -
short	11/12/07	4/27/09	532		Grammer	100	621	EUR	16.100	4.770	54.342	38.242	238	33,748	130
long	4/27/09	6/06/11	770		Ford Motor	100	6,604	USD	5.110	13.910		8.800	172	91,863	61
short	6/06/11	2/06/12	245		Mitsubishi Motors	100	9,803	JPY	9.370	9.620	9.120	-0.250	-3	89,413	-4
long	2/06/12	7/23/12	168		Hino Motors	100	16,998	JPY	5.260	5.200		-0.060	-1	88,393	-2
short	7/23/12	11/19/12	119		Peugeot	100	16,429	EUR	5.380	3.865	7.489	2.109	39	123,038	176
long	11/19/12	10/20/14	700		Montupet	100	18,613	EUR	6.610	46.490		39.880	603	865,325	177
short	10/20/14	1/19/15	91		Grammer	100	33,288	EUR	25.995	33.855	18.135	-7.860	-30	603,681	-76
long	1/19/15	8/24/15	217		Maruti Suzuki	100	1,664	INR	362.635	425.025		62.390	17	707,498	31
short	8/24/15	3/28/16	217		Grammer	100	35,714	EUR	19.810	33.800	5.820	-13.990	-71	207,859	-87
long	3/28/16	4/11/16	14		Hankook Tire	100	3,691	KRW	56.300	51.700		-4.600	-8	190,880	-89
short	4/11/16	8/08/16	119		Leoni	100	6,521	EUR	29.270	33.340	25.200	-4.070	-14	164,340	-37
long	8/08/16	10/24/16	77		Grammer	100	3,500	EUR	46.950	51.820		4.870	10	181,385	60
short	10/24/16	10/31/16	7		Mitsubishi Motors	100	37,398	JPY	4.850	5.850	3.850	-1.000	-21	143,987	-100
long	10/31/16	6/11/18	588		Grammer	100	2,767	EUR	52.030	64.350		12.320	24	178,076	14
short	6/11/18	4/15/19	308		Tata Motors	100	5,749	INR	30.975	23.175	41.400	10.425	34	238,011	41
long	4/15/19	5/13/19	28		Kia	100	5,855	KRW	40.650	42.350		1.700	4	247,964	71
short	5/13/19	11/11/19	182		Leoni	100	14,433	EUR	17.180	12.620	23.388	6.208	36	337,560	86
long	11/11/19	3/02/20	112		Schaeffler	100	34,166	EUR	9.880	7.914		-1.966	-20	270,390	-51
short	3/02/20	9/07/20	189		Renault	100	10,545	EUR	25.640	25.160	26.129	0.489	2	275,548	4
long	9/07/20	9/20/21	378		Tesla Motors	100	1,976	USD	139.440	243.390		103.950	75	480,954	71
short	9/20/21	11/15/21	56		Valeo	100	23,023	EUR	20.890	28.330	13.450	-7.440	-36	309,662	-94
long	11/15/21	11/29/21	14		Tata Motors	100	6,126	INR	50.545	46.145		-4.400	-9	282,708	-91
short	11/29/21	1/17/22	49		ElringKlinger	100	26,322	EUR	10.740	12.660	8.820	-1.920	-18	232,170	-77
long	1/17/22	2/28/22	42		Ford Motor	100	9,216	USD	25.190	17.560		-7.630	-30	161,852	-96
short	2/28/22	9/05/22	189		Nokian Tyres	100	9,520	EUR	17.000	10.090	28.642	11.642	68	272,685	174
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/05/22	9/26/22	21		Mitsubishi Motors	100	47,341	JPY	5.760	5.830		0.070	1	275,999	23
short	9/26/22	11/14/22	49		Forvia	100	22,150	EUR	12.460	17.245	7.675	-4.785	-38	170,012	-97
long	11/14/22	12/05/22	21		Mitsubishi Motors	100	29,362	JPY	5.790	5.740		-0.050	-1	168,543	-14
short	12/05/22	4/03/23	119		Tesla Motors	100	923	USD	182.450	194.770	170.130	-12.320	-7	157,172	-19
long	4/03/23	5/10/24	403		Iveco	100	18,516	EUR	8.488	11.745		3.257	38	217,479	34
accum	11/12/07	5/10/24	6025	days out of 6704 invested (90%)								2,075		217,479	21

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	10/20/14	700	6.61	46.49		39.88	603.33	603.33
Ford Motor	long	4/27/09	6/06/11	770	5.11	13.91		8.80	172.21
	long	1/17/22	2/28/22	42	25.19	17.56		-7.63	-30.29	89.76
Nokian Tyres	short	2/28/22	9/05/22	189	17.00	10.09	28.64	11.64	68.48	68.48
Tesla Motors	long	9/07/20	9/20/21	378	139.44	243.39		103.95	74.55
	short	12/05/22	4/03/23	119	182.45	194.77	170.13	-12.32	-6.75	62.76
Peugeot	short	7/23/12	11/19/12	119	5.38	3.87	7.49	2.11	39.20	39.20
Iveco	long	4/03/23	5/10/24	403	8.49	11.75		3.26	38.37	38.37
Tata Motors	short	6/11/18	4/15/19	308	30.98	23.18	41.40	10.43	33.66
	long	11/15/21	11/29/21	14	50.55	46.15		-4.40	-8.71	22.02
Maruti Suzuki	long	1/19/15	8/24/15	217	362.64	425.03		62.39	17.20	17.20
Leoni	short	4/11/16	8/08/16	119	29.27	33.34	25.20	-4.07	-13.91
	short	5/13/19	11/11/19	182	17.18	12.62	23.39	6.21	36.13	17.20
Kia	long	4/15/19	5/13/19	28	40.65	42.35		1.70	4.18	4.18
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
Grammer	short	11/12/07	4/27/09	532	16.10	4.77	54.34	38.24	237.53
	short	10/20/14	1/19/15	91	26.00	33.86	18.14	-7.86	-30.24
	short	8/24/15	3/28/16	217	19.81	33.80	5.82	-13.99	-70.62
	long	8/08/16	10/24/16	77	46.95	51.82		4.87	10.37
	long	10/31/16	6/11/18	588	52.03	64.35		12.32	23.68	-5.57
Hankook Tire	long	3/28/16	4/11/16	14	56.30	51.70		-4.60	-8.17	-8.17
ElringKlinger	short	11/29/21	1/17/22	49	10.74	12.66	8.82	-1.92	-17.88	-17.88
Schaeffler	long	11/11/19	3/02/20	112	9.88	7.91		-1.97	-19.90	-19.90
Mitsubishi Motors	short	6/06/11	2/06/12	245	9.37	9.62	9.12	-0.25	-2.67
	short	10/24/16	10/31/16	7	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
	long	11/14/22	12/05/22	21	5.79	5.74		-0.05	-0.86	-22.47
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
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	11/14/22	49	12.46	17.25	7.68	-4.79	-38.40	-38.40

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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