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 = 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	5/10/24	88		Bajaj Auto	100	1,513	INR	782.995	898.180		115.185	15	1,359,028	77
accum	7/03/06	5/10/24	6523	days out of 6705 invested (97%)								13,490		1,359,028	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
Bajaj Auto	long	2/12/24	5/10/24	88	783.00	898.18		115.19	14.71	14.71
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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