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

Assessment - Automotive Industry - 5/06/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ22	Curr	∅-RS
		SOM Automotive	666.668	Fri	26.07	539.937	23.47	470.948	68.989	14.65	USD	10.60
		Bajaj Auto	8,981.800	Fri	1.53	9,052.550	-0.78	6,201.700	2,850.850	45.97	INR	56.64
	L	Traton	33.900	Fri	1.19	32.900	3.04	20.300	12.600	62.07	EUR	53.03
		Tata Motors	1,046.650	Fri	1.59	1,016.200	3.00	705.600	310.600	44.02	INR	46.34
	L	Mahindra & Mahindra	2,193.050	Fri	1,427.19	2,224.950	-1.43	1,656.850	568.100	34.29	INR	39.23
		Toyota	3,425.000	Fri	-2.92	3,581.000	-4.36	2,767.500	813.500	29.39	JPY	34.77
		Iveco	11.745	Fri	0.21	11.505	2.09	7.576	3.929	51.86	EUR	29.36
	L	Renault	48.300	Fri	0.04	48.210	0.19	36.195	12.015	33.20	EUR	28.96
	L	General Motors	45.210	Fri	-0.33	45.060	0.33	33.070	11.990	36.26	USD	27.90
		Ferrari	374.500	Fri	-0.85	397.600	-5.81	326.900	70.700	21.63	EUR	27.29
		Pirelli	6.234	Fri	2.70	6.142	1.50	4.533	1.609	35.50	EUR	26.64
		Kia	114,100.000	Fri	2.15	113,900.000	0.18	84,100.000	29,800.000	35.43	KRW	25.57
	L	Eicher Motors	4,657.850	Fri	1.97	4,599.000	1.28	4,180.350	418.650	10.01	INR	25.22
		Yokohama Rubber	4,087.000	Fri	0.96	4,058.000	0.71	3,287.000	771.000	23.46	JPY	24.56
	L	Autoliv	1,351.200	Fri	0.46	1,322.000	2.21	1,103.000	219.000	19.85	SEK	24.15
	L	Suzuki Motor	1,787.000	Fri	1.10	1,806.000	-1.05	1,466.000	340.000	23.19	JPY	23.33
	L	Michelin	37.120	Fri	-0.56	36.830	0.79	31.020	5.810	18.73	EUR	21.81
		Daimler Truck	41.490	Fri	0.48	40.590	2.22	30.300	10.290	33.96	EUR	20.77
		Maruti Suzuki	12,675.500	Fri	1.37	12,439.300	1.90	10,599.500	1,839.800	17.36	INR	19.87
		Hyundai Motor	241,500.000	Fri	1.90	241,000.000	0.21	181,600.000	59,400.000	32.71	KRW	19.18
	L	GS Yuasa	2,986.500	Fri	-1.24	2,961.500	0.84	2,155.500	806.000	37.39	JPY	16.54
	L	Bridgestone	6,884.000	Fri	0.82	6,935.000	-0.74	6,060.000	875.000	14.44	JPY	15.64
		Paccar	109.180	Fri	0.24	105.150	3.83	93.720	11.430	12.20	USD	15.26
		Volvo	282.600	Fri	2.02	274.700	2.88	244.550	30.150	12.33	SEK	14.74
		KATEK	14.850	Fri	-1.00	15.000	-1.00	10.500	4.500	42.86	EUR	13.98
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ22	Curr	∅-RS
		Honda Motor	1,736.500	Fri	-0.66	1,783.000	-2.61	1,489.000	294.000	19.74	JPY	13.93
		Mazda Motor	1,685.000	Fri	-0.65	1,730.000	-2.60	1,543.500	186.500	12.08	JPY	12.63
		Denso	2,600.000	Fri	-0.90	2,681.500	-3.04	2,255.500	426.000	18.89	JPY	11.20
		Hella	82.900	Fri	-0.72	83.500	-0.72	80.900	2.600	3.21	EUR	10.66
	L	Mercedes-Benz	68.190	Fri	-0.23	72.530	-5.98	60.520	12.010	19.84	EUR	8.21
		Stellantis	20.280	Fri	0.25	20.230	0.25	20.305	-0.075	-0.37	EUR	7.26
	L	Xinyi Glass	10.080	Fri	0.40	9.890	1.92	8.620	1.270	14.73	HKD	4.81
		Isuzu Motors	1,936.000	Fri	0.05	1,948.000	-0.62	1,892.500	55.500	2.93	JPY	4.43
	L	Great Wall Motor	26.000	Fri	-0.95	26.250	-0.95	26.370	-0.120	-0.46	CNY	3.67
		Ford Motor	11.990	Fri	-1.15	12.500	-4.08	10.700	1.800	16.82	USD	2.93
		SAIC Motor Corp	14.610	Fri	0.27	14.800	-1.28	14.710	0.090	0.61	CNY	2.65
		Nokian Tyres	8.352	Fri	1.48	8.372	-0.24	7.600	0.772	10.16	EUR	2.22
		BMW	101.600	Fri	-0.05	103.050	-1.41	96.160	6.890	7.17	EUR	1.56
		Volkswagen	116.950	Fri	-0.38	116.950		107.800	9.150	8.49	EUR	1.17
	L	BYD Company	223.400	Fri	-1.06	226.000	-1.15	206.600	19.400	9.39	HKD	0.77
	S	Nissan Motor	551.900	Fri	-4.27	580.000	-4.84	567.300	12.700	2.24	JPY	-0.02
		Schaeffler	6.420	Fri	0.63	5.635	13.93	5.060	0.575	11.36	EUR	-0.75
		Hyundai Mobis	227,000.000	Fri	0.44	226,000.000	0.44	225,500.000	500.000	0.22	KRW	-2.14
	L	Mitsubishi Motors	447.500	Fri	-0.62	479.400	-6.65	466.800	12.600	2.70	JPY	-3.78
		Cdn Tire	144.070	Fri	-1.08	136.610	5.46	142.470	-5.860	-4.11	CAD	-8.60
	S	Continental	60.880	Fri	0.46	62.460	-2.53	71.040	-8.580	-12.08	EUR	-8.76
	L	Porsche	81.540	Fri	0.34	84.300	-3.27	83.360	0.940	1.13	EUR	-9.11
	S	Li Auto	105.500	Fri	-1.59	117.800	-10.44	141.700	-23.900	-16.87	HKD	-10.92
	L	Plastic Omnium	11.500	Fri	0.52	11.590	-0.78	11.390	0.200	1.76	EUR	-12.07
		Forvia	14.720	Fri	0.20	15.300	-3.79	18.280	-2.980	-16.30	EUR	-13.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ22	Curr	∅-RS
	S	Magna	64.110	Fri	1.04	63.650	0.72	75.860	-12.210	-16.10	CAD	-13.95
	S	Hino Motors	462.500	Fri	0.19	450.200	2.73	463.000	-12.800	-2.76	JPY	-14.04
	L	Valeo	12.360	Fri	-0.16	12.340	0.16	12.850	-0.510	-3.97	EUR	-14.34
		Tesla Motors	168.470	Fri	-2.04	184.760	-8.82	235.580	-50.820	-21.57	USD	-14.41
	L	LG Energy Solution	383,500.000	Fri	-1.29	391,000.000	-1.92	430,000.000	-39,000.000	-9.07	KRW	-14.59
	S	Vitesco Technologies	71.650	Fri	1.06	63.600	12.66	93.500	-29.900	-31.98	EUR	-16.46
Automotive - 55 out of 55 instruments rated - 5/06/24 / 12/04/23 - 43 did rise, Market-Ratio(22) = 78.18 %

Technical Chart

	Automotive RS = 22 - B/S = 46/46

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

Transactions Automotive Industry * S22 - 46 ex 13 (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		7/10/06	189		- cash -
short	7/10/06	10/16/06	98		Kia	100	740	KRW	13.500	15.100	11.900	-1.600	-12	8,816	-37
10/16/06		9/10/07	329		- cash -
	9/10/07	9/17/07	7		Mazda Motor	100	320	JPY	27.470	26.570	28.401	0.931	3	9,114	468
9/17/07		11/12/07	56		- cash -
	11/12/07	1/21/08	70		Kia	100	902	KRW	10.100	10.050	10.150	0.050	0	9,159	3
	1/21/08	3/30/09	434		Forvia	100	286	EUR	32.000	8.000	128.000	96.000	300	36,615	221
3/30/09		2/15/10	322		- cash -
	2/15/10	3/01/10	14		Mitsubishi Motors	100	3,095	JPY	11.830	12.510	11.150	-0.680	-6	34,510	-79
3/01/10		4/18/11	413		- cash -
	4/18/11	4/25/11	7		BYD Company	100	1,208	HKD	28.550	28.800	28.300	-0.250	-1	34,208	-37
4/25/11		5/09/11	14		- cash -
	5/09/11	5/30/11	21		BYD Company	100	1,213	HKD	28.200	25.150	31.620	3.420	12	38,357	631
5/30/11		6/06/11	7		- cash -
	6/06/11	6/27/11	21		BYD Company	100	1,601	HKD	23.950	25.350	22.550	-1.400	-6	36,115	-65
6/27/11		8/01/11	35		- cash -
	8/01/11	11/14/11	105		BYD Company	100	1,357	HKD	26.600	20.850	33.936	7.336	28	46,070	133
	11/14/11	1/16/12	63		Stellantis	100	16,858	EUR	2.733	2.778	2.687	-0.045	-2	45,305	-9
1/16/12		6/25/12	161		- cash -
	6/25/12	7/02/12	7		Forvia	100	3,698	EUR	12.250	13.390	11.110	-1.140	-9	41,089	-99
7/02/12		7/09/12	7		- cash -
	7/09/12	9/17/12	70		Mazda Motor	100	8,334	JPY	4.930	4.920	4.940	0.010	0	41,173	1
9/17/12		9/24/12	7		- cash -
	9/24/12	10/22/12	28		Mazda Motor	100	8,722	JPY	4.720	4.960	4.480	-0.240	-5	39,079	-49
10/22/12		8/11/14	658		- cash -
	8/11/14	8/18/14	7		Xinyi Glass	100	8,942	HKD	4.370	4.549	4.191	-0.179	-4	37,480	-89
8/18/14		10/27/14	70		- cash -
	10/27/14	11/03/14	7		Hyundai Motor	100	212	KRW	176.000	160.000	193.600	17.600	10	41,211	14,299
11/03/14		7/27/15	266		- cash -
	7/27/15	2/15/16	203		Tata Motors	100	1,091	INR	37.760	31.645	45.057	7.297	19	49,171	37
	2/15/16	2/29/16	14		Great Wall Motor	100	6,192	CNY	7.940	8.210	7.670	-0.270	-3	47,499	-59
2/29/16		3/07/16	7		- cash -
	3/07/16	6/20/16	105		Great Wall Motor	100	5,367	CNY	8.850	8.620	9.086	0.236	3	48,767	10
6/20/16		6/27/16	7		- cash -
	6/27/16	7/04/16	7		Mitsubishi Motors	100	10,138	JPY	4.810	4.690	4.933	0.123	3	50,015	273
7/04/16		8/08/16	35		- cash -
	8/08/16	8/15/16	7		Mitsubishi Motors	100	10,485	JPY	4.770	4.760	4.780	0.010	0	50,119	12
8/15/16		9/26/16	42		- cash -
	9/26/16	10/03/16	7		Mitsubishi Motors	100	10,529	JPY	4.760	4.660	4.862	0.102	2	51,194	202
10/03/16		8/14/17	315		- cash -
	8/14/17	8/28/17	14		Tata Motors	100	1,362	INR	37.580	38.000	37.160	-0.420	-1	50,622	-25
8/28/17		3/26/18	210		- cash -
	3/26/18	4/16/18	21		Tata Motors	100	1,523	INR	33.235	33.915	32.555	-0.680	-2	49,587	-30
4/16/18		5/14/18	28		- cash -
	5/14/18	3/18/19	308		Tata Motors	100	1,532	INR	32.360	18.030	58.079	25.719	79	88,989	100
3/18/19		3/25/19	7		- cash -
	3/25/19	4/01/19	7		Schaeffler	100	12,470	EUR	7.136	7.378	6.894	-0.242	-3	85,971	-83
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
4/01/19		5/20/19	49		- cash -
	5/20/19	5/27/19	7		Tesla Motors	100	6,279	USD	13.691	12.709	14.749	1.058	8	92,614	4,748
5/27/19		6/03/19	7		- cash -
	6/03/19	7/15/19	42		Tesla Motors	100	7,762	USD	11.931	16.900	6.963	-4.969	-42	54,047	-99
	7/15/19	10/21/19	98		Mitsubishi Motors	100	10,787	JPY	5.010	4.860	5.165	0.155	3	55,714	12
10/21/19		2/17/20	119		- cash -
	2/17/20	8/10/20	175		Renault	100	1,686	EUR	33.030	24.080	45.307	12.277	37	76,412	93
8/10/20		8/23/21	378		- cash -
	8/23/21	8/30/21	7		Valeo	100	3,190	EUR	23.950	23.850	24.050	0.100	0	76,733	24
8/30/21		9/20/21	21		- cash -
	9/20/21	9/27/21	7		Valeo	100	3,673	EUR	20.890	24.080	17.700	-3.190	-15	65,016	-100
9/27/21		11/29/21	63		- cash -
	11/29/21	12/20/21	21		Plastic Omnium	100	3,029	EUR	21.460	21.600	21.320	-0.140	-1	64,592	-11
12/20/21		2/28/22	70		- cash -
	2/28/22	8/08/22	161		Nokian Tyres	100	3,799	EUR	17.000	11.205	25.792	8.792	52	97,993	157
8/08/22		9/26/22	49		- cash -
	9/26/22	11/14/22	49		Forvia	100	7,864	EUR	12.460	17.245	7.675	-4.785	-38	60,364	-97
11/14/22		12/19/22	35		- cash -
	12/19/22	1/30/23	42		Tesla Motors	100	402	USD	149.870	143.750	156.251	6.381	4	62,929	44
1/30/23		2/13/23	14		- cash -
	2/13/23	2/20/23	7		Paccar	100	862	USD	73.000	75.690	70.310	-2.690	-4	60,610	-86
2/20/23		10/23/23	245		- cash -
	10/23/23	10/30/23	7		KATEK	100	5,913	EUR	10.250	10.500	10.000	-0.250	-2	59,132	-72
10/30/23		12/04/23	35		- cash -
	12/04/23	12/11/23	7		Xinyi Glass	100	6,859	HKD	8.620	8.540	8.701	0.081	1	59,685	63
12/11/23		12/25/23	14		- cash -
	12/25/23	1/15/24	21		Xinyi Glass	100	7,130	HKD	8.370	7.580	9.242	0.872	10	65,905	460
1/15/24		5/12/24	118		- cash -
accum	7/10/06	1/15/24	2303	days out of 6705 invested (34%)								559		65,905	35

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Forvia	short	1/21/08	3/30/09	434	32.00	8.00	128.00	96.00	300.00
		6/25/12	7/02/12	7	12.25	13.39	11.11	-1.14	-9.31
		9/26/22	11/14/22	49	12.46	17.25	7.68	-4.79	-38.40	123.46
Tata Motors		7/27/15	2/15/16	203	37.76	31.65	45.06	7.30	19.32
		8/14/17	8/28/17	14	37.58	38.00	37.16	-0.42	-1.12
		3/26/18	4/16/18	21	33.24	33.92	32.56	-0.68	-2.05
		5/14/18	3/18/19	308	32.36	18.03	58.08	25.72	79.48	107.43
Nokian Tyres		2/28/22	8/08/22	161	17.00	11.21	25.79	8.79	51.72	51.72
Renault		2/17/20	8/10/20	175	33.03	24.08	45.31	12.28	37.17	37.17
BYD Company		4/18/11	4/25/11	7	28.55	28.80	28.30	-0.25	-0.88
		5/09/11	5/30/11	21	28.20	25.15	31.62	3.42	12.13
		6/06/11	6/27/11	21	23.95	25.35	22.55	-1.40	-5.85
		8/01/11	11/14/11	105	26.60	20.85	33.94	7.34	27.58	33.51
Hyundai Motor		10/27/14	11/03/14	7	176.00	160.00	193.60	17.60	10.00	10.00
Xinyi Glass		8/11/14	8/18/14	7	4.37	4.55	4.19	-0.18	-4.09
		12/04/23	12/11/23	7	8.62	8.54	8.70	0.08	0.94
		12/25/23	1/15/24	21	8.37	7.58	9.24	0.87	10.42	6.89
Mitsubishi Motors		2/15/10	3/01/10	14	11.83	12.51	11.15	-0.68	-5.75
		6/27/16	7/04/16	7	4.81	4.69	4.93	0.12	2.56
		8/08/16	8/15/16	7	4.77	4.76	4.78	0.01	0.21
		9/26/16	10/03/16	7	4.76	4.66	4.86	0.10	2.14
		7/15/19	10/21/19	98	5.01	4.86	5.16	0.15	3.09	2.00
Plastic Omnium		11/29/21	12/20/21	21	21.46	21.60	21.32	-0.14	-0.65	-0.65
Great Wall Motor		2/15/16	2/29/16	14	7.94	8.21	7.67	-0.27	-3.40
		3/07/16	6/20/16	105	8.85	8.62	9.09	0.24	2.67	-0.82
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Stellantis		11/14/11	1/16/12	63	2.73	2.78	2.69	-0.05	-1.66	-1.66
Mazda Motor		9/10/07	9/17/07	7	27.47	26.57	28.40	0.93	3.39
		7/09/12	9/17/12	70	4.93	4.92	4.94	0.01	0.20
		9/24/12	10/22/12	28	4.72	4.96	4.48	-0.24	-5.08	-1.67
KATEK		10/23/23	10/30/23	7	10.25	10.50	10.00	-0.25	-2.44	-2.44
Schaeffler		3/25/19	4/01/19	7	7.14	7.38	6.89	-0.24	-3.39	-3.39
Paccar		2/13/23	2/20/23	7	73.00	75.69	70.31	-2.69	-3.68	-3.68
Kia		7/10/06	10/16/06	98	13.50	15.10	11.90	-1.60	-11.85
		11/12/07	1/21/08	70	10.10	10.05	10.15	0.05	0.50	-11.41
Valeo		8/23/21	8/30/21	7	23.95	23.85	24.05	0.10	0.42
		9/20/21	9/27/21	7	20.89	24.08	17.70	-3.19	-15.27	-14.92
Tesla Motors		5/20/19	5/27/19	7	13.69	12.71	14.75	1.06	7.73
		6/03/19	7/15/19	42	11.93	16.90	6.96	-4.97	-41.64
		12/19/22	1/30/23	42	149.87	143.75	156.25	6.38	4.26	-34.46

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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