Share-o-matic - Assessment Auto Makers (Automotive Producers)

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

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		SOM Auto Makers	1,020.050	Fri	42.05	747.966	36.38	617.629	130.337	21.10	USD	14.40
		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
		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
	L	Suzuki Motor	1,787.000	Fri	1.10	1,806.000	-1.05	1,526.250	279.750	18.33	JPY	23.33
		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
		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
		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
	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
		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
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		SAIC Motor Corp	14.610	Fri	0.27	14.800	-1.28	15.010	-0.210	-1.40	CNY	2.65
		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
	L	Mitsubishi Motors	447.500	Fri	-0.62	479.400	-6.65	498.000	-18.600	-3.73	JPY	-3.78
	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
	S	Hino Motors	462.500	Fri	0.19	450.200	2.73	472.600	-22.400	-4.74	JPY	-14.04
		Tesla Motors	168.470	Fri	-2.04	184.760	-8.82	219.270	-34.510	-15.74	USD	-14.41
Auto Makers - 34 out of 34 instruments rated - 5/06/24 / 11/06/23 - 25 did rise, Market-Ratio(26) = 73.53 %

Technical Chart

	Auto Makers RS = 26 - B/S = 60/40

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

Transactions Automotive Producers * 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		8/13/07	588		- cash -
short	8/13/07	9/17/07	35		Mazda Motor	100	328	JPY	30.400	26.570	34.782	4.382	14	11,437	307
long	9/17/07	11/12/07	56		SAIC Motor Corp	100	496	CNY	23.030	16.530		-6.500	-28	8,213	-88
short	11/12/07	4/20/09	525		Kia	100	813	KRW	10.100	10.250	9.950	-0.150	-1	8,091	-1
long	4/20/09	5/23/11	763		SAIC Motor Corp	100	935	CNY	8.650	16.010		7.360	85	14,973	34
short	5/23/11	2/06/12	259		Mitsubishi Motors	100	1,559	JPY	9.600	9.620	9.580	-0.020	0	14,942	0
long	2/06/12	7/23/12	168		Hino Motors	100	2,840	JPY	5.260	5.200		-0.060	-1	14,771	-2
short	7/23/12	11/19/12	119		Peugeot	100	2,745	EUR	5.380	3.865	7.489	2.109	39	20,560	176
long	11/19/12	8/17/15	1001		Mahindra & Mahindra	100	430	INR	47.708	67.585		19.878	42	29,107	14
short	8/17/15	8/08/16	357		Tata Motors	100	817	INR	35.595	51.455	19.735	-15.860	-45	16,150	-45
long	8/08/16	10/24/16	77		Tata Motors	100	313	INR	51.455	54.750		3.295	6	17,181	34
short	10/24/16	11/07/16	14		Mitsubishi Motors	100	3,542	JPY	4.850	5.850	3.850	-1.000	-21	13,639	-100
long	11/07/16	8/21/17	287		Maruti Suzuki	100	23	INR	589.615	750.380		160.765	27	17,337	36
short	8/21/17	9/18/17	28		Tata Motors	100	461	INR	37.535	40.495	34.575	-2.960	-8	15,972	-66
long	9/18/17	5/07/18	231		Fiat Chrysler	100	1,132	EUR	14.100	19.228		5.128	36	21,777	63
short	5/07/18	4/15/19	343		Tata Motors	100	649	INR	33.515	23.175	48.468	14.953	45	31,482	48
long	4/15/19	5/27/19	42		Kia	100	774	KRW	40.650	41.650		1.000	2	32,256	24
short	5/27/19	11/11/19	168		Tesla Motors	100	2,538	USD	12.709	23.006	2.411	-10.297	-81	6,121	-97
long	11/11/19	3/09/20	119		Tesla Motors	100	266	USD	23.006	40.533		17.527	76	10,783	468
short	3/09/20	9/07/20	182		Renault	100	548	EUR	19.660	25.160	14.160	-5.500	-28	7,769	-48
long	9/07/20	9/20/21	378		Tesla Motors	100	55	USD	139.440	243.390		103.950	75	13,487	71
short	9/20/21	9/27/21	7		Renault	100	479	EUR	28.125	31.510	24.740	-3.385	-12	11,865	-100
long	9/27/21	12/06/21	70		Tata Motors	100	357	INR	33.165	46.720		13.555	41	16,704	497
short	12/06/21	1/17/22	42		Bajaj Auto	100	51	INR	324.975	348.975	300.975	-24.000	-7	15,480	-49
long	1/17/22	3/07/22	49		Ford Motor	100	614	USD	25.190	15.970		-9.220	-37	9,819	-97
short	3/07/22	9/05/22	182		Renault	100	448	EUR	21.890	27.760	16.020	-5.870	-27	7,190	-47
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	1,248	JPY	5.760	5.830		0.070	1	7,277	23
short	9/26/22	11/07/22	42		Traton	100	576	EUR	12.620	14.000	11.240	-1.380	-11	6,482	-63
long	11/07/22	2/27/23	112		Mitsubishi Motors	100	1,012	JPY	6.400	5.460		-0.940	-15	5,531	-40
short	2/27/23	4/03/23	35		Lucid	100	631	USD	8.760	7.900	9.714	0.954	11	6,133	194
long	4/03/23	5/10/24	403		Iveco	100	722	EUR	8.488	11.745		3.257	38	8,484	34
accum	8/13/07	5/10/24	6117	days out of 6705 invested (91%)								-15		8,484	-1

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Mahindra & Mahindra	long	11/19/12	8/17/15	1001	47.71	67.59		19.88	41.67	41.67
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
Fiat Chrysler	long	9/18/17	5/07/18	231	14.10	19.23		5.13	36.37	36.37
SAIC Motor Corp	long	9/17/07	11/12/07	56	23.03	16.53		-6.50	-28.22
	long	4/20/09	5/23/11	763	8.65	16.01		7.36	85.09	32.85
Maruti Suzuki	long	11/07/16	8/21/17	287	589.62	750.38		160.77	27.27	27.27
Mazda Motor	short	8/13/07	9/17/07	35	30.40	26.57	34.78	4.38	14.41	14.41
Lucid	short	2/27/23	4/03/23	35	8.76	7.90	9.71	0.95	10.89	10.89
Tata Motors	short	8/17/15	8/08/16	357	35.60	51.46	19.74	-15.86	-44.56
	long	8/08/16	10/24/16	77	51.46	54.75		3.30	6.40
	short	8/21/17	9/18/17	28	37.54	40.50	34.58	-2.96	-7.89
	short	5/07/18	4/15/19	343	33.52	23.18	48.47	14.95	44.62
	long	9/27/21	12/06/21	70	33.17	46.72		13.56	40.87	10.71
Kia	short	11/12/07	4/20/09	525	10.10	10.25	9.95	-0.15	-1.49
	long	4/15/19	5/27/19	42	40.65	41.65		1.00	2.46	0.94
Hino Motors	long	2/06/12	7/23/12	168	5.26	5.20		-0.06	-1.14	-1.14
Bajaj Auto	short	12/06/21	1/17/22	42	324.98	348.98	300.98	-24.00	-7.39	-7.39
Traton	short	9/26/22	11/07/22	42	12.62	14.00	11.24	-1.38	-10.94	-10.94
Mitsubishi Motors	short	5/23/11	2/06/12	259	9.60	9.62	9.58	-0.02	-0.21
	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
	long	11/07/22	2/27/23	112	6.40	5.46		-0.94	-14.69	-31.60
Ford Motor	long	1/17/22	3/07/22	49	25.19	15.97		-9.22	-36.60	-36.60
Tesla Motors	short	5/27/19	11/11/19	168	12.71	23.01	2.41	-10.30	-81.03
	long	11/11/19	3/09/20	119	23.01	40.53		17.53	76.19
	long	9/07/20	9/20/21	378	139.44	243.39		103.95	74.55	-41.65
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Renault	short	3/09/20	9/07/20	182	19.66	25.16	14.16	-5.50	-27.98
	short	9/20/21	9/27/21	7	28.13	31.51	24.74	-3.39	-12.04
	short	3/07/22	9/05/22	182	21.89	27.76	16.02	-5.87	-26.82	-53.63

Annotations

3/28/24	Suzuki Motor	stock split 1:4 (four for one)
9/28/23	Honda Motor	stock split 1:3 (three for one)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
9/29/21	Toyota	stock split 1:5 (five for one)
12/21/17	Mahindra & Mahindra	stock split 1:2 (two for one)
3/13/15	Auto Producers	first full analysis, the Mixed Cut looks pretty good, no overlaps.


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