| | Sun, Nov 30th, 2025, 6:57UTC |
| | |
Assessment - Automotive Suppliers in Japanese yen - 7/01/24 - RS = 49
⇐
| |
|
instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
7/24/23 |
prc diff |
⇓ Δ49 |
|
⇓∅-RS |
| |  |
 |
 |
|
S |
 |
SOM Auto Suppliers |
39,845.392 |
8/12/24 |
0.08 |
43,449.472 |
-8.29 |
42,298.331 |
1,151.141 |
2.72 |
|
4.60 |
| | |
|
|
|
|
|
Autoliv |
15,246.521 |
8/12/24 |
0.10 |
17,319.100 |
-11.97 |
14,430.082 |
2,889.019 |
20.02 |
|
11.40 |
| | |
|
|
|
|
|
Bridgestone |
5,582.000 |
8/09/24 |
-1.33 |
6,295.000 |
-11.33 |
5,792.000 |
503.000 |
8.68 |
|
5.28 |
| | |
|
|
|
L |
|
Cdn Tire |
17,549.849 |
8/12/24 |
-0.17 |
15,960.180 |
9.96 |
19,963.134 |
-4,002.954 |
-20.05 |
|
-0.41 |
| | |
|
|
|
S |
|
Continental |
10,200.909 |
8/12/24 |
0.34 |
9,192.256 |
10.97 |
11,508.777 |
-2,316.521 |
-20.13 |
|
-15.43 |
| | |
|
|
|
S |
|
Denso |
2,109.000 |
8/09/24 |
-0.19 |
2,527.000 |
-16.54 |
2,410.750 |
116.250 |
4.82 |
|
-4.88 |
| | |
|
|
|
|
|
Forvia |
1,588.541 |
8/12/24 |
0.17 |
1,993.042 |
-20.30 |
3,894.194 |
-1,901.152 |
-48.82 |
|
-26.90 |
| | |
|
|
|
L |
|
GS Yuasa |
2,358.000 |
8/09/24 |
2.70 |
3,153.000 |
-25.21 |
2,829.500 |
323.500 |
11.43 |
|
24.21 |
| | |
|
|
|
|
|
Hella |
14,956.480 |
8/12/24 |
0.23 |
14,887.157 |
0.47 |
11,430.486 |
3,456.671 |
30.24 |
|
20.41 |
| | |
|
|
|
|
|
Hyundai Mobis |
25,529.425 |
8/12/24 |
2.82 |
28,917.770 |
-11.72 |
26,558.078 |
2,359.692 |
8.89 |
|
11.99 |
| | |
|
|
|
S |
|
LG Energy Solution |
38,381.767 |
8/12/24 |
2.02 |
40,543.298 |
-5.33 |
66,063.219 |
-25,519.921 |
-38.63 |
|
-15.86 |
| | |
|
|
|
S |
|
Magna |
6,147.033 |
8/12/24 |
-1.88 |
6,741.983 |
-8.82 |
8,830.963 |
-2,088.981 |
-23.66 |
|
-15.43 |
| | |
|
|
|
|
|
Michelin |
5,951.397 |
8/12/24 |
0.41 |
6,256.419 |
-4.88 |
4,487.640 |
1,768.779 |
39.41 |
|
24.30 |
| | |
|
|
|
S |
|
Nokian Tyres |
1,383.344 |
8/12/24 |
-0.84 |
1,360.468 |
1.68 |
1,294.933 |
65.535 |
5.06 |
|
3.55 |
| | |
|
|
|
|
|
Opmobility |
1,480.050 |
8/12/24 |
-1.16 |
1,611.764 |
-8.17 |
2,993.848 |
-1,382.083 |
-46.16 |
|
-20.51 |
| | |
|
|
|
|
|
Pirelli |
909.174 |
8/12/24 |
0.50 |
973.298 |
-6.59 |
735.935 |
237.362 |
32.25 |
|
21.15 |
| | |
|
|
|
S |
|
Schaeffler |
805.189 |
8/12/24 |
0.17 |
926.331 |
-13.08 |
923.834 |
2.497 |
0.27 |
|
1.86 |
| | |
|
|
|
|
|
Valeo |
1,629.095 |
8/12/24 |
-0.95 |
1,740.879 |
-6.42 |
3,363.381 |
-1,622.503 |
-48.24 |
|
-20.17 |
| | |
|
|
|
S |
|
Vitesco Technologies |
9,020.681 |
8/12/24 |
-0.10 |
10,372.484 |
-13.03 |
12,080.301 |
-1,707.818 |
-14.14 |
|
-15.73 |
| | |
|
|
|
|
|
Xinyi Glass |
156.206 |
8/12/24 |
-0.13 |
177.102 |
-11.80 |
203.325 |
-26.223 |
-12.90 |
|
1.52 |
| | |
|
|
|
|
|
Yokohama Rubber |
3,085.000 |
8/09/24 |
2.88 |
3,589.000 |
-14.04 |
3,104.000 |
485.000 |
15.63 |
|
5.54 |
| Auto Suppliers - 20 out of 20 instruments rated - 7/01/24 / 7/24/23 - 11 did rise, Market-Ratio(49) in JPY = 55.00 % |
Technical Chart
Transactions Automotive Suppliers in Japanese yen * A49 - 33/17 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 1/02/06 |
3/03/08 |
791 |
|
- cash - |
| short |
3/03/08 |
9/07/09 |
553 |
|
|
|
Forvia |
100 |
1 |
|
5,432.025 |
1,305.373 |
22,604.194 |
17,172.169 |
316 |
27,172 |
156 |
|
| long |
9/07/09 |
11/14/11 |
798 |
|
|
|
Opmobility |
100 |
125 |
|
217.075 |
659.712 |
|
442.637 |
204 |
82,502 |
66 |
|
| short |
11/14/11 |
1/30/12 |
77 |
|
|
|
Forvia |
100 |
44 |
|
1,852.157 |
1,872.996 |
1,831.318 |
-20.839 |
-1 |
81,585 |
-5 |
|
| long |
1/30/12 |
6/04/12 |
126 |
|
|
|
Bertrandt |
100 |
14 |
|
5,573.872 |
5,042.299 |
|
-531.574 |
-10 |
74,143 |
-25 |
|
| short |
6/04/12 |
7/16/12 |
42 |
|
|
|
Forvia |
100 |
60 |
|
1,225.195 |
1,192.130 |
1,259.178 |
33.982 |
3 |
76,182 |
27 |
|
| long |
7/16/12 |
2/08/16 |
1302 |
|
|
|
Continental |
100 |
13 |
|
5,774.730 |
19,406.572 |
|
13,631.841 |
236 |
253,396 |
40 |
|
| short |
2/08/16 |
3/07/16 |
28 |
|
|
|
Leoni |
100 |
67 |
|
3,762.230 |
3,808.688 |
3,715.773 |
-46.457 |
-1 |
250,283 |
-15 |
|
| long |
3/07/16 |
10/08/18 |
945 |
|
|
|
Grammer |
100 |
59 |
|
4,187.059 |
5,910.581 |
|
1,723.522 |
41 |
351,971 |
14 |
|
| short |
10/08/18 |
9/23/19 |
350 |
|
|
|
Valeo |
100 |
84 |
|
4,154.257 |
3,406.927 |
5,065.518 |
911.261 |
22 |
428,517 |
23 |
|
| long |
9/23/19 |
10/07/19 |
14 |
|
|
|
Hyundai Mobis |
100 |
18,933 |
|
22.633 |
21.833 |
|
-0.800 |
-4 |
413,379 |
-61 |
|
| short |
10/07/19 |
10/21/19 |
14 |
|
|
|
STS |
100 |
777 |
|
531.371 |
538.477 |
524.266 |
-7.105 |
-1 |
407,858 |
-30 |
|
| long |
10/21/19 |
2/24/20 |
126 |
|
|
|
Valeo |
100 |
103 |
|
3,941.165 |
3,033.625 |
|
-907.540 |
-23 |
314,381 |
-53 |
|
| short |
2/24/20 |
12/07/20 |
287 |
|
|
|
STS |
100 |
554 |
|
566.853 |
604.072 |
529.635 |
-37.219 |
-7 |
293,762 |
-8 |
|
| long |
12/07/20 |
3/07/22 |
455 |
|
|
|
Opmobility |
100 |
81 |
|
3,619.386 |
1,951.214 |
|
-1,668.172 |
-46 |
158,640 |
-39 |
|
| short |
3/07/22 |
9/12/22 |
189 |
|
|
|
Nokian Tyres |
100 |
90 |
|
1,759.857 |
1,663.226 |
1,862.103 |
102.246 |
6 |
167,842 |
12 |
|
| long |
9/12/22 |
9/19/22 |
7 |
|
|
|
Yokohama Rubber |
100 |
7,061 |
|
23.770 |
23.160 |
|
-0.610 |
-3 |
163,535 |
-74 |
|
| short |
9/19/22 |
2/06/23 |
140 |
|
|
|
Forvia |
100 |
76 |
|
2,137.317 |
2,677.292 |
1,597.343 |
-539.974 |
-25 |
122,497 |
-53 |
|
| long |
2/06/23 |
8/12/24 |
553 |
|
|
|
Autoliv |
100 |
10 |
|
11,809.381 |
15,246.521 |
|
3,437.141 |
29 |
156,868 |
18 |
|
| accum | 3/03/08 |
8/12/24 | 6481 |
days out of 7272 invested (89%) |
1,469 |
156,868 |
17 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| Continental | long | 7/16/12 | 2/08/16 | 1302 | 5,774.73 | 19,406.57 | | 13,631.84 | 236.06 | | | 236.06 |
| Forvia | short | 3/03/08 | 9/07/09 | 553 | 5,432.03 | 1,305.37 | 22,604.19 | 17,172.17 | 316.13 | | | |
| | short | 11/14/11 | 1/30/12 | 77 | 1,852.16 | 1,873.00 | 1,831.32 | -20.84 | -1.13 | | | |
| | short | 6/04/12 | 7/16/12 | 42 | 1,225.20 | 1,192.13 | 1,259.18 | 33.98 | 2.77 | | | |
| | short | 9/19/22 | 2/06/23 | 140 | 2,137.32 | 2,677.29 | 1,597.34 | -539.97 | -25.26 | | | 216.03 |
| Opmobility | long | 9/07/09 | 11/14/11 | 798 | 217.07 | 659.71 | | 442.64 | 203.91 | | | |
| | long | 12/07/20 | 3/07/22 | 455 | 3,619.39 | 1,951.21 | | -1,668.17 | -46.09 | | | 63.84 |
| Grammer | long | 3/07/16 | 10/08/18 | 945 | 4,187.06 | 5,910.58 | | 1,723.52 | 41.16 | | | 41.16 |
| Autoliv | long | 2/06/23 | 8/12/24 | 553 | 11,809.38 | 15,246.52 | | 3,437.14 | 29.11 | | | 29.11 |
| Nokian Tyres | short | 3/07/22 | 9/12/22 | 189 | 1,759.86 | 1,663.23 | 1,862.10 | 102.25 | 5.81 | | | 5.81 |
| Leoni | short | 2/08/16 | 3/07/16 | 28 | 3,762.23 | 3,808.69 | 3,715.77 | -46.46 | -1.23 | | | -1.23 |
| Yokohama Rubber | long | 9/12/22 | 9/19/22 | 7 | 23.77 | 23.16 | | -0.61 | -2.57 | | | -2.57 |
| Hyundai Mobis | long | 9/23/19 | 10/07/19 | 14 | 22.63 | 21.83 | | -0.80 | -3.53 | | | -3.53 |
| Valeo | short | 10/08/18 | 9/23/19 | 350 | 4,154.26 | 3,406.93 | 5,065.52 | 911.26 | 21.94 | | | |
| | long | 10/21/19 | 2/24/20 | 126 | 3,941.17 | 3,033.62 | | -907.54 | -23.03 | | | -6.14 |
| STS | short | 10/07/19 | 10/21/19 | 14 | 531.37 | 538.48 | 524.27 | -7.11 | -1.34 | | | |
| | short | 2/24/20 | 12/07/20 | 287 | 566.85 | 604.07 | 529.63 | -37.22 | -6.57 | | | -7.82 |
| Bertrandt | long | 1/30/12 | 6/04/12 | 126 | 5,573.87 | 5,042.30 | | -531.57 | -9.54 | | | -9.54 |
Annotations
| 9/28/23 | Denso | | | stock split 1:4 (four for one) |
| 6/16/22 | Michelin | | | stock split 1:4 (four for one) |
| 4/04/22 | Hella | | | acquired by Faurecia |
| 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 |
| 2/10/17 | Auto Suppliers | | | machine learning processed for all techniques |
| 6/06/16 | Valeo | | | stock split 1:3 (three for one) |
| 6/04/16 | Schaeffler | | | moves from SDAX to MDAX (2016-06-20) |
| 12/21/15 | Schaeffler | | | entry (SDAX) |
| 11/02/15 | Pirelli | | | drops out due to acquisition by CNCC |
| 3/13/15 | Auto Suppliers | | | first full analysis, Best Long and Short do not cooperate, so the Alternating seems to be the best way. |
| 1/19/15 | Hella | | | entry |
|
|
