Share-o-matic - Portfolio

Wed, 24th Dec 2025, 9:44UTC

Christmas Eve

Assessment - Automotive Producers - 18/01/21 - RS = 13

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/01/21	Δwk	19/10/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Auto Makers	655.986	12/08/24	-0.43	520.869		410.740	110.129	26.81	USD	37.31
		Tata Motors	1,076.150	12/08/24	0.75	245.950		128.250	117.700	91.77	INR	112.02
	L	Mahindra & Mahindra	2,717.650	12/08/24	-1.15	809.000		597.450	211.550	35.41	INR	58.59
		Bajaj Auto	9,710.850	12/08/24	-0.56	3,563.750		2,980.000	583.750	19.59	INR	26.03
		Ferrari	385.700	12/08/24		176.300		162.850	13.450	8.26	EUR	13.60
		Isuzu Motors	2,021.500	9/08/24	0.50	970.000		933.500	36.500	3.91	JPY	3.76
	S	Mitsubishi Motors	386.000	9/08/24	1.05	222.000		214.000	8.000	3.74	JPY	-15.28
	L	Eicher Motors	4,808.800	12/08/24	-0.45	2,873.000		2,198.150	674.850	30.70	INR	52.89
		Toyota	2,447.500	9/08/24	-0.14	1,527.000		1,389.000	138.000	9.94	JPY	9.18
		Maruti Suzuki	12,273.200	12/08/24	0.40	7,830.650		6,851.950	978.700	14.28	INR	26.86
		Honda Motor	1,420.000	9/08/24	-0.14	928.830		861.670	67.160	7.79	JPY	3.33
	S	Mazda Motor	1,114.500	9/08/24	1.32	746.000		612.000	134.000	21.90	JPY	12.85
		Kia	102,100.000	12/08/24	0.20	71,500.000		46,700.000	24,800.000	53.10	KRW	83.72
		Suzuki Motor	1,626.000	9/08/24	0.31	1,258.750		1,158.250	100.500	8.68	JPY	24.28
		Volvo	255.700	12/08/24	-0.12	212.900		185.250	27.650	14.93	SEK	37.60
		Renault	40.250	12/08/24	-0.72	34.630		23.805	10.825	45.47	EUR	46.60
	S	BMW	78.980	12/08/24	-0.90	69.490		63.620	5.870	9.23	EUR	18.06
	S	Stellantis	13.980	12/08/24	-0.57	12.570		10.746	1.824	16.97	EUR	30.30
		Traton	26.700	12/08/24		24.660		17.926	6.734	37.57	EUR	41.50
		Paccar	92.170	12/08/24	-0.74	88.160		91.060	-2.900	-3.18	USD	14.18
	S	Mercedes-Benz	57.480	12/08/24	-0.57	56.670		48.810	7.860	16.10	EUR	44.48
	L	Hyundai Motor	243,500.000	12/08/24	0.21	241,000.000		168,000.000	73,000.000	43.45	KRW	90.15
	S	Ford Motor	9.860	12/08/24	-2.38	9.830		7.590	2.240	29.51	USD	46.30
		Daimler Truck	33.000	12/08/24	-0.87						EUR	-na-
		Iveco	8.642	12/08/24	-0.21						EUR	-na-
		⇓instrument	freshest		⇓ Δday	18/01/21	Δwk	19/10/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
	S	Li Auto	77.000	12/08/24	-1.79						HKD	-na-
	S	Porsche	65.680	12/08/24	-0.97						EUR	-na-
	L	BYD Company	213.600	12/08/24	-0.28	235.400		128.400	107.000	83.33	HKD	253.90
	L	General Motors	42.990	12/08/24	-1.13	49.970		33.350	16.620	49.84	USD	71.79
	S	Nissan Motor	410.200	9/08/24	-0.56	523.800		378.300	145.500	38.46	JPY	23.12
		Tesla Motors	197.490	12/08/24	-1.26	275.387		143.610	131.777	91.76	USD	281.05
	S	Volkswagen	93.500	12/08/24	-0.47	151.200		139.280	11.920	8.56	EUR	10.59
	S	SAIC Motor Corp	13.740	12/08/24	-0.87	24.770		20.490	4.280	20.89	CNY	20.20
	L	Great Wall Motor	22.210	12/08/24	-0.31	41.200		22.920	18.280	79.76	CNY	247.68
	S	Hino Motors	446.500	9/08/24	-0.42	887.000		768.000	119.000	15.49	JPY	17.53
Auto Makers - 30 out of 34 instruments rated - 18/01/21 / 19/10/20 - 29 did rise, Market-Ratio(13) = 96.67 %

Technical Chart

	Auto Makers RS = 13 - B/S = 81/34

4/01/21	scale up chart	1/07/24

Transactions Automotive Producers * A13 - 81/34 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		30/01/06	28		- cash -
long	30/01/06	12/06/06	133		Mahindra & Mahindra	100	717	INR	13.931	13.051		-0.880	-6	9,369	-16
short	12/06/06	18/09/06	98		Ford Motor	100	1,383	USD	6.770	7.820	5.720	-1.050	-16	7,917	-47
long	18/09/06	20/08/07	336		SAIC Motor Corp	100	1,907	CNY	4.150	19.320		15.170	366	36,846	432
short	20/08/07	30/03/09	588		Mazda Motor	100	1,303	JPY	28.270	9.040	88.406	60.136	213	115,204	103
long	30/03/09	7/03/11	707		SAIC Motor Corp	100	15,695	CNY	7.340	17.380		10.040	137	272,781	56
short	7/03/11	13/02/12	343		Mazda Motor	100	26,795	JPY	10.180	7.270	14.255	4.075	40	381,966	43
long	13/02/12	14/05/12	91		Tata Motors	100	14,790	INR	25.825	29.020		3.195	12	429,220	60
short	14/05/12	7/01/13	238		Peugeot	100	61,598	EUR	6.968	5.394	9.001	2.033	29	554,467	48
long	7/01/13	8/04/13	91		Mazda Motor	100	62,159	JPY	8.920	15.310		6.390	72	951,663	773
short	8/04/13	27/05/13	49		Kia	100	18,266	KRW	52.100	59.300	44.900	-7.200	-14	820,148	-67
long	27/05/13	27/10/14	518		Tesla Motors	100	111,499	USD	7.356	14.778		7.422	101	1,647,738	63
short	27/10/14	19/01/15	84		Hyundai Motor	100	9,362	KRW	176.000	172.500	179.571	3.571	2	1,681,170	9
long	19/01/15	22/06/15	154		Maruti Suzuki	100	4,635	INR	362.635	398.085		35.450	10	1,845,480	25
short	22/06/15	23/11/15	154		Hyundai Motor	100	13,980	KRW	132.000	157.000	107.000	-25.000	-19	1,495,980	-39
long	23/11/15	11/01/16	49		Maruti Suzuki	100	3,157	INR	473.715	427.945		-45.770	-10	1,351,485	-53
short	11/01/16	30/05/16	140		Fiat Chrysler	100	184,503	EUR	7.325	6.395	8.390	1.065	15	1,548,017	42
long	30/05/16	27/06/16	28		Tata Motors	100	36,596	INR	42.300	44.795		2.495	6	1,639,324	111
short	27/06/16	10/10/16	105		Mitsubishi Motors	100	340,815	JPY	4.810	4.890	4.730	-0.080	-2	1,612,059	-6
long	10/10/16	19/03/18	525		Tata Motors	100	28,635	INR	56.295	33.570		-22.725	-40	961,329	-30
short	19/03/18	4/11/19	595		Tata Motors	100	28,636	INR	33.570	17.220	65.444	31.874	95	1,874,072	51
long	4/11/19	3/02/20	91		Ferrari	100	12,181	EUR	153.850	154.250		0.400	0	1,878,945	1
short	3/02/20	8/06/20	126		Renault	100	53,907	EUR	34.855	26.355	46.096	11.241	32	2,484,935	125
long	8/06/20	23/08/21	441		Tesla Motors	100	39,239	USD	63.328	235.433		172.105	272	9,238,163	196
short	23/08/21	22/11/21	91		SAIC Motor Corp	100	501,801	CNY	18.410	20.880	15.940	-2.470	-13	7,998,715	-44
long	22/11/21	24/01/22	63		Tata Motors	100	164,548	INR	48.610	47.845		-0.765	-2	7,872,835	-9
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	24/01/22	6/06/22	133		Traton	100	374,896	EUR	21.000	18.010	24.486	3.486	17	9,179,873	52
long	6/06/22	4/07/22	28		Mitsubishi Motors	100	2,266,635	JPY	4.050	4.400		0.350	9	9,973,195	195
short	4/07/22	15/08/22	42		General Motors	100	309,822	USD	32.190	39.400	24.980	-7.210	-22	7,739,378	-89
long	15/08/22	12/12/22	119		Mitsubishi Motors	100	1,494,088	JPY	5.180	5.910		0.730	14	8,830,063	50
short	12/12/22	3/04/23	112		Tesla Motors	100	52,616	USD	167.820	194.770	140.870	-26.950	-16	7,412,062	-43
long	3/04/23	30/10/23	210		Iveco	100	873,240	EUR	8.488	8.048		-0.440	-5	7,027,836	-9
short	30/10/23	4/03/24	126		Lucid	100	1,726,741	USD	4.070	3.210	5.160	1.090	27	8,910,674	99
long	4/03/24	3/06/24	91		Tata Motors	100	90,262	INR	98.720	95.045		-3.675	-4	8,578,961	-14
short	3/06/24	12/08/24	70		Li Auto	100	104,240	HKD	82.300	77.000	87.965	5.665	7	9,169,460	41
accum	30/01/06	12/08/24	7268	days out of 7296 invested (100%)								91,595		9,169,460	41

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
SAIC Motor Corp	long	18/09/06	20/08/07	336	4.15	19.32		15.17	365.54
	long	30/03/09	7/03/11	707	7.34	17.38		10.04	136.78
	short	23/08/21	22/11/21	91	18.41	20.88	15.94	-2.47	-13.42	854.44
Mazda Motor	short	20/08/07	30/03/09	588	28.27	9.04	88.41	60.14	212.72
	short	7/03/11	13/02/12	343	10.18	7.27	14.25	4.07	40.03
	long	7/01/13	8/04/13	91	8.92	15.31		6.39	71.64	651.59
Tesla Motors	long	27/05/13	27/10/14	518	7.36	14.78		7.42	100.91
	long	8/06/20	23/08/21	441	63.33	235.43		172.11	271.77
	short	12/12/22	3/04/23	112	167.82	194.77	140.87	-26.95	-16.06	526.97
Renault	short	3/02/20	8/06/20	126	34.86	26.36	46.10	11.24	32.25	32.25
Tata Motors	long	13/02/12	14/05/12	91	25.83	29.02		3.20	12.37
	long	30/05/16	27/06/16	28	42.30	44.80		2.50	5.90
	long	10/10/16	19/03/18	525	56.30	33.57		-22.73	-40.37
	short	19/03/18	4/11/19	595	33.57	17.22	65.44	31.87	94.95
	long	22/11/21	24/01/22	63	48.61	47.85		-0.77	-1.57
	long	4/03/24	3/06/24	91	98.72	95.05		-3.68	-3.72	31.09
Peugeot	short	14/05/12	7/01/13	238	6.97	5.39	9.00	2.03	29.18	29.18
Lucid	short	30/10/23	4/03/24	126	4.07	3.21	5.16	1.09	26.79	26.79
Mitsubishi Motors	short	27/06/16	10/10/16	105	4.81	4.89	4.73	-0.08	-1.66
	long	6/06/22	4/07/22	28	4.05	4.40		0.35	8.64
	long	15/08/22	12/12/22	119	5.18	5.91		0.73	14.09	21.89
Traton	short	24/01/22	6/06/22	133	21.00	18.01	24.49	3.49	16.60	16.60
Fiat Chrysler	short	11/01/16	30/05/16	140	7.33	6.40	8.39	1.07	14.54	14.54
Li Auto	short	3/06/24	12/08/24	70	82.30	77.00	87.96	5.66	6.88	6.88
Ferrari	long	4/11/19	3/02/20	91	153.85	154.25		0.40	0.26	0.26
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Maruti Suzuki	long	19/01/15	22/06/15	154	362.64	398.09		35.45	9.78
	long	23/11/15	11/01/16	49	473.72	427.95		-45.77	-9.66	-0.83
Iveco	long	3/04/23	30/10/23	210	8.49	8.05		-0.44	-5.18	-5.18
Mahindra & Mahindra	long	30/01/06	12/06/06	133	13.93	13.05		-0.88	-6.32	-6.32
Kia	short	8/04/13	27/05/13	49	52.10	59.30	44.90	-7.20	-13.82	-13.82
Ford Motor	short	12/06/06	18/09/06	98	6.77	7.82	5.72	-1.05	-15.51	-15.51
Hyundai Motor	short	27/10/14	19/01/15	84	176.00	172.50	179.57	3.57	2.03
	short	22/06/15	23/11/15	154	132.00	157.00	107.00	-25.00	-18.94	-17.29
General Motors	short	4/07/22	15/08/22	42	32.19	39.40	24.98	-7.21	-22.40	-22.40

Annotations

28/03/24	Suzuki Motor	stock split 1:4 (four for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
25/08/22	Tesla Motors	stock split 1:3 (three for one)
29/09/21	Toyota	stock split 1:5 (five for one)
21/12/17	Mahindra & Mahindra	stock split 1:2 (two for one)
13/03/15	Auto Producers	first full analysis, the Mixed Cut looks pretty good, no overlaps.


	is taking down something concerning