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

Assessment - Automotive Industry - 12/04/23 - RS = 21

		⇓instrument	freshest		⇓ Δday	12/04/23	⇓ Δwk	7/10/23	prc diff	⇓ Δ21	Curr	∅-RS
		SOM Automotive	477.856	Fri	0.05	470.948	1.47	489.914	-18.966	-3.87	USD	2.32
	L	Bajaj Auto	6,075.700	Fri	-0.29	6,201.700	-2.03	4,897.950	1,303.750	26.62	INR	42.20
	L	Tata Motors	714.550	Fri	-1.03	705.600	1.27	618.650	86.950	14.05	INR	37.59
		Toyota	2,680.500	Fri	-4.08	2,767.500	-3.14	2,260.000	507.500	22.46	JPY	30.02
	L	Stellantis	21.025	Fri	0.50	20.305	3.55	16.266	4.039	24.83	EUR	26.48
	L	Hankook Tire	46,400.000	Fri	1.75	45,550.000	1.87	36,350.000	9,200.000	25.31	KRW	25.53
	L	Eicher Motors	4,055.000	Fri	-0.88	4,180.350	-3.00	3,173.900	1,006.450	31.71	INR	25.08
	L	Ferrari	340.700	Fri	1.10	326.900	4.22	289.500	37.400	12.92	EUR	25.06
	L	Yokohama Rubber	3,200.000	Fri	-4.08	3,287.000	-2.65	3,053.000	234.000	7.66	JPY	21.89
		Mazda Motor	1,506.000	Fri	-3.00	1,543.500	-2.43	1,346.500	197.000	14.63	JPY	21.22
		Mahindra & Mahindra	1,668.550	Fri	-1.42	1,656.850	0.71	1,551.400	105.450	6.80	INR	20.36
		Tesla Motors	242.750	Fri	0.05	235.580	3.04	269.610	-34.030	-12.62	USD	19.06
		Autoliv	1,066.500	Fri	1.38	1,103.000	-3.31	950.200	152.800	16.08	SEK	16.12
		Suzuki Motor	5,744.000	Fri	-2.50	5,864.000	-2.05	5,362.000	502.000	9.36	JPY	15.85
		Volvo	252.700	Fri	1.04	244.550	3.33	218.600	25.950	11.87	SEK	15.05
		Maruti Suzuki	10,618.500	Fri	-0.73	10,599.500	0.18	9,736.300	863.200	8.87	INR	14.37
		Honda Motor	1,458.000	Fri	-2.57	1,489.000	-2.08	1,405.670	83.330	5.93	JPY	14.33
		Traton	20.760	Fri	1.27	20.300	2.27	18.620	1.680	9.02	EUR	12.93
	L	Paccar	95.930	Fri	0.43	93.720	2.36	84.610	9.110	10.77	USD	12.85
	L	Isuzu Motors	1,861.500	Fri	-3.70	1,892.500	-1.64	1,742.500	150.000	8.61	JPY	11.64
	L	Bridgestone	5,979.000	Fri	-2.88	6,060.000	-1.34	5,730.000	330.000	5.76	JPY	11.38
	L	Hella	82.100	Fri	1.11	80.900	1.48	71.200	9.700	13.62	EUR	9.37
		Michelin	31.920	Fri	0.28	31.020	2.90	26.330	4.690	17.81	EUR	9.18
		Denso	2,138.500	Fri	-4.51	2,255.500	-5.19	2,363.250	-107.750	-4.56	JPY	8.75
	L	Kia Motor	86,400.000	Fri	1.53	84,100.000	2.73	87,500.000	-3,400.000	-3.89	KRW	8.24
		⇓instrument	freshest		⇓ Δday	12/04/23	⇓ Δwk	7/10/23	prc diff	⇓ Δ21	Curr	∅-RS
		Continental	73.600	Fri	0.55	71.040	3.60	67.640	3.400	5.03	EUR	7.98
		Nissan Motor	560.600	Fri	-1.84	567.300	-1.18	581.900	-14.600	-2.51	JPY	6.95
		Hyundai Mobis	226,500.000	Fri	0.89	225,500.000	0.44	232,500.000	-7,000.000	-3.01	KRW	1.59
		SAIC Motor Corp	14.120	Fri	0.57	14.710	-4.01	14.320	0.390	2.72	CNY	1.24
		Magna	74.610	Fri	0.23	75.860	-1.65	77.250	-1.390	-1.80	CAD	0.84
		Rivian Automotive	18.765	Fri	-2.21	17.740	5.78	25.510	-7.770	-30.46	USD	0.84
		Renault	37.980	Fri	0.96	36.195	4.93	37.815	-1.620	-4.28	EUR	0.16
		Pirelli	4.800	Fri	0.52	4.533	5.89	4.474	0.059	1.32	EUR	-0.31
		Hyundai Motor	185,100.000	Fri	1.37	181,600.000	1.93	205,500.000	-23,900.000	-11.63	KRW	-1.04
	S	BMW	100.920	Fri	2.35	96.160	4.95	107.480	-11.320	-10.53	EUR	-1.50
	S	Daimler Truck	32.250	Fri	0.88	30.300	6.44	31.880	-1.580	-4.96	EUR	-1.97
	S	Forvia	19.325	Fri	2.25	18.280	5.72	22.110	-3.830	-17.32	EUR	-2.62
	S	Iveco	7.936	Fri	0.84	7.576	4.75	8.024	-0.448	-5.58	EUR	-3.15
		General Motors	34.250	Fri	2.21	33.070	3.57	39.640	-6.570	-16.57	USD	-4.22
		Great Wall Motor	25.980	Fri	-0.69	26.370	-1.48	25.620	0.750	2.93	CNY	-5.21
		Volkswagen	114.860	Fri	1.16	107.800	6.55	122.040	-14.240	-11.67	EUR	-9.66
	S	Mercedes-Benz	62.870	Fri	0.85	60.520	3.88	71.910	-11.390	-15.84	EUR	-10.30
	S	Mitsubishi Motors	454.700	Fri	-3.50	466.800	-2.59	499.100	-32.300	-6.47	JPY	-10.44
	L	Nokian Tyres	8.328	Fri	6.91	7.600	9.58	7.806	-0.206	-2.64	EUR	-10.80
		Cdn Tire	143.390	Fri	-0.93	142.470	0.65	182.390	-39.920	-21.89	CAD	-11.14
	S	BYD Company	210.800	Fri	-1.03	206.600	2.03	256.800	-50.200	-19.55	HKD	-11.70
		GS Yuasa	2,033.000	Fri	-2.31	2,155.500	-5.68	2,817.000	-661.500	-23.48	JPY	-11.82
	S	Ford Motor	11.035	Fri	1.99	10.700	3.13	15.070	-4.370	-29.00	USD	-12.86
	S	Schaeffler	5.210	Fri	0.97	5.060	2.96	5.440	-0.380	-6.99	EUR	-14.90
	S	Hino Motors	465.700	Fri	-2.92	463.000	0.58	596.000	-133.000	-22.32	JPY	-15.79
		⇓instrument	freshest		⇓ Δday	12/04/23	⇓ Δwk	7/10/23	prc diff	⇓ Δ21	Curr	∅-RS
		Porsche	83.560	Fri	1.46	83.360	0.24	111.200	-27.840	-25.04	EUR	-19.95
	S	KATEK	10.250	Fri	0.99	10.500	-2.38	14.100	-3.600	-25.53	EUR	-23.80
	S	Plastic Omnium	12.130	Fri	6.50	11.390	6.50	16.800	-5.410	-32.20	EUR	-24.92
	S	Valeo	14.300	Fri	3.25	12.850	11.28	19.640	-6.790	-34.57	EUR	-26.89
	S	Xinyi Glass	8.490	Fri	-0.24	8.620	-1.51	11.820	-3.200	-27.07	HKD	-30.81
		Lucid	4.580	Fri	2.23	4.360	5.05	7.930	-3.570	-45.02	USD	-33.80
Automotive - 55 out of 55 instruments rated - 12/04/23 / 7/10/23 - 25 did rise, Market-Ratio(21) = 45.45 %

Technical Chart

	Automotive RS = 21 - B/S = 29/42

1/07/19	scale up chart	12/04/23

Transactions Automotive Industry * S21 - 29/42 (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		7/17/06	196		- cash -
short	7/17/06	10/09/06	84		Kia Motor	100	696	KRW	14.350	15.100	13.600	-0.750	-5	9,478	-21
10/09/06		11/19/07	406		- cash -
	11/19/07	3/23/09	490		Grammer	100	590	EUR	16.040	3.730	68.976	52.936	330	40,710	196
3/23/09		8/15/11	875		- cash -
	8/15/11	1/02/12	140		Fiat Chrysler	100	12,292	EUR	3.312	2.475	4.431	1.119	34	54,470	114
1/02/12		7/02/12	182		- cash -
	7/02/12	9/03/12	63		Peugeot	100	8,839	EUR	6.162	4.929	7.703	1.541	25	68,095	265
9/03/12		8/10/15	1071		- cash -
	8/10/15	11/30/15	112		Grammer	100	2,808	EUR	24.250	28.390	20.110	-4.140	-17	56,470	-46
11/30/15		12/14/15	14		- cash -
	12/14/15	12/21/15	7		Leoni	100	1,699	EUR	33.235	35.805	30.665	-2.570	-8	52,103	-98
12/21/15		1/11/16	21		- cash -
	1/11/16	1/18/16	7		Fiat Chrysler	100	7,113	EUR	7.325	6.455	8.312	0.987	13	59,126	72,905
1/18/16		2/08/16	21		- cash -
	2/08/16	2/22/16	14		Leoni	100	2,037	EUR	29.015	26.935	31.256	2.241	8	63,690	595
2/22/16		3/28/16	35		- cash -
	3/28/16	6/06/16	70		Leoni	100	2,271	EUR	28.040	28.945	27.135	-0.905	-3	61,635	-16
6/06/16		6/04/18	728		- cash -
	6/04/18	3/11/19	280		Tata Motors	100	2,150	INR	28.665	18.030	45.573	16.908	59	97,987	83
3/11/19		6/03/19	84		- cash -
	6/03/19	10/21/19	140		Leoni	100	7,522	EUR	13.025	12.075	14.050	1.025	8	105,695	22
10/21/19		3/02/20	133		- cash -
	3/02/20	8/03/20	154		Renault	100	4,122	EUR	25.640	20.995	31.313	5.673	22	129,078	61
8/03/20		3/07/22	581		- cash -
	3/07/22	8/01/22	147		Nokian Tyres	100	9,203	EUR	14.025	11.395	17.262	3.237	23	158,868	67
8/01/22		12/26/22	147		- cash -
	12/26/22	1/16/23	21		Tesla Motors	100	1,290	USD	123.150	122.400	123.905	0.755	1	159,841	11
1/16/23		12/09/23	327		- cash -
accum	7/17/06	1/16/23	1729	days out of 6550 invested (26%)								1,498		159,841	80

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Grammer	short	11/19/07	3/23/09	490	16.04	3.73	68.98	52.94	330.03
		8/10/15	11/30/15	112	24.25	28.39	20.11	-4.14	-17.07	256.61
Tata Motors		6/04/18	3/11/19	280	28.67	18.03	45.57	16.91	58.99	58.99
Fiat Chrysler		8/15/11	1/02/12	140	3.31	2.48	4.43	1.12	33.80
		1/11/16	1/18/16	7	7.33	6.46	8.31	0.99	13.48	51.83
Peugeot		7/02/12	9/03/12	63	6.16	4.93	7.70	1.54	25.01	25.01
Nokian Tyres		3/07/22	8/01/22	147	14.03	11.40	17.26	3.24	23.08	23.08
Renault		3/02/20	8/03/20	154	25.64	21.00	31.31	5.67	22.12	22.12
Leoni		12/14/15	12/21/15	7	33.24	35.81	30.67	-2.57	-7.73
		2/08/16	2/22/16	14	29.02	26.94	31.26	2.24	7.72
		3/28/16	6/06/16	70	28.04	28.95	27.14	-0.90	-3.23
		6/03/19	10/21/19	140	13.03	12.08	14.05	1.02	7.87	3.75
Tesla Motors		12/26/22	1/16/23	21	123.15	122.40	123.90	0.75	0.61	0.61
Kia Motor		7/17/06	10/09/06	84	14.35	15.10	13.60	-0.75	-5.23	-5.23

Annotations

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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