Share-o-matic - Portfolio

Thu, 8th Jan 2026, 12:04UTC

Assessment - Automotive Producers - 4/09/23 - RS = 13

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	5/06/23	prc diff	Δ13	Curr	⇓∅-RS
		SOM Auto Makers	655.986	12/08/24	-0.43	643.871		598.089	45.782	7.65	USD	11.67
	S	Li Auto	77.000	12/08/24	-1.79	163.300		116.700	46.600	39.93	HKD	69.43
		Toyota	2,447.500	9/08/24	-0.14	2,597.500		2,028.500	569.000	28.05	JPY	30.30
	S	Mazda Motor	1,114.500	9/08/24	1.32	1,596.000		1,278.000	318.000	24.88	JPY	38.17
		Suzuki Motor	1,626.000	9/08/24	0.31	1,480.500		1,206.750	273.750	22.68	JPY	22.73
		Iveco	8.642	12/08/24	-0.21	9.052		7.384	1.668	22.59	EUR	29.71
	S	Mitsubishi Motors	386.000	9/08/24	1.05	576.100		481.900	94.200	19.55	JPY	9.82
	S	Nissan Motor	410.200	9/08/24	-0.56	640.000		546.200	93.800	17.17	JPY	27.24
	L	Great Wall Motor	22.210	12/08/24	-0.31	27.260		23.400	3.860	16.50	CNY	-3.14
		Honda Motor	1,420.000	9/08/24	-0.14	1,611.330		1,395.000	216.330	15.51	JPY	34.74
		Paccar	92.170	12/08/24	-0.74	83.520		73.330	10.190	13.90	USD	-1.08
	S	Stellantis	13.980	12/08/24	-0.57	16.816		14.816	2.000	13.50	EUR	12.76
		Isuzu Motors	2,021.500	9/08/24	0.50	1,927.000		1,702.500	224.500	13.19	JPY	15.41
	L	Mahindra & Mahindra	2,717.650	12/08/24	-1.15	1,576.400		1,395.400	181.000	12.97	INR	20.10
		Tesla Motors	197.490	12/08/24	-1.26	245.010		217.610	27.400	12.59	USD	25.37
		Tata Motors	1,076.150	12/08/24	0.75	609.000		546.250	62.750	11.49	INR	31.34
		Daimler Truck	33.000	12/08/24	-0.87	32.050		29.430	2.620	8.90	EUR	8.22
	S	SAIC Motor Corp	13.740	12/08/24	-0.87	14.740		13.610	1.130	8.30	CNY	2.03
		Maruti Suzuki	12,273.200	12/08/24	0.40	10,362.500		9,582.100	780.400	8.14	INR	15.96
		Volvo	255.700	12/08/24	-0.12	219.350		209.500	9.850	4.70	SEK	10.35
		Renault	40.250	12/08/24	-0.72	34.795		33.320	1.475	4.43	EUR	-0.17
	L	BYD Company	213.600	12/08/24	-0.28	253.400		248.200	5.200	2.10	HKD	14.69
		Ferrari	385.700	12/08/24		283.500		278.200	5.300	1.91	EUR	20.28
		Traton	26.700	12/08/24		19.280		19.000	0.280	1.47	EUR	17.75
		Bajaj Auto	9,710.850	12/08/24	-0.56	4,637.150		4,710.050	-72.900	-1.55	INR	15.44
		⇓instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	5/06/23	prc diff	Δ13	Curr	⇓∅-RS
	L	General Motors	42.990	12/08/24	-1.13	33.540		34.130	-0.590	-1.73	USD	-8.10
	S	Ford Motor	9.860	12/08/24	-2.38	12.140		12.590	-0.450	-3.57	USD	-5.11
	L	Eicher Motors	4,808.800	12/08/24	-0.45	3,434.150		3,673.250	-239.100	-6.51	INR	2.51
	L	Hyundai Motor	243,500.000	12/08/24	0.21	187,300.000		201,000.000	-13,700.000	-6.82	KRW	3.22
		Kia	102,100.000	12/08/24	0.20	80,000.000		86,200.000	-6,200.000	-7.19	KRW	6.49
	S	Mercedes-Benz	57.480	12/08/24	-0.57	66.500		72.040	-5.540	-7.69	EUR	0.61
	S	Hino Motors	446.500	9/08/24	-0.42	576.100		627.800	-51.700	-8.24	JPY	0.54
	S	BMW	78.980	12/08/24	-0.90	94.480		106.440	-11.960	-11.24	EUR	2.42
	S	Volkswagen	93.500	12/08/24	-0.47	108.300		122.540	-14.240	-11.62	EUR	-14.73
	S	Porsche	65.680	12/08/24	-0.97	98.880		118.400	-19.520	-16.49	EUR	-na-
Auto Makers - 34 out of 34 instruments rated - 4/09/23 / 5/06/23 - 23 did rise, Market-Ratio(13) = 67.65 %

Technical Chart

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

3/01/22	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	7283	days out of 7311 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.


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