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

Assessment - Automotive Industry - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		SOM Automotive	467.073	8/12/24	-0.24	515.720	-9.43	487.016	28.704	5.89	USD	3.18
	L	Mahindra & Mahindra	2,717.650	8/12/24	-1.15	2,875.850	-5.50	1,729.400	1,146.450	66.29	INR	71.22
		Bajaj Auto	9,710.850	8/12/24	-0.56	9,532.400	1.87	6,797.250	2,735.150	40.24	INR	60.07
		Kia	102,100.000	8/12/24	0.20	128,600.000	-20.61	100,000.000	28,600.000	28.60	KRW	37.80
	L	Hyundai Motor	243,500.000	8/12/24	0.21	286,000.000	-14.86	203,500.000	82,500.000	40.54	KRW	34.51
		Tata Motors	1,076.150	8/12/24	0.75	1,002.050	7.39	779.950	222.100	28.48	INR	33.28
		Traton	26.700	8/12/24		30.700	-13.03	21.320	9.380	44.00	EUR	32.61
	L	Eicher Motors	4,808.800	8/12/24	-0.45	4,635.550	3.74	4,143.500	492.050	11.88	INR	30.64
	L	General Motors	42.990	8/12/24	-1.13	46.680	-7.90	35.920	10.760	29.96	USD	30.39
		Renault	40.250	8/12/24	-0.72	48.250	-16.58	36.905	11.345	30.74	EUR	24.45
	L	GS Yuasa	2,358.000	8/09/24	2.70	3,153.000	-25.21	1,985.000	1,168.000	58.84	JPY	24.21
		Maruti Suzuki	12,273.200	8/12/24	0.40	12,108.700	1.36	10,302.300	1,806.400	17.53	INR	19.59
		Pirelli	5.246	8/12/24	0.50	5.616	-6.59	4.927	0.689	13.98	EUR	19.13
		Ferrari	385.700	8/12/24		382.200	0.92	305.200	77.000	25.23	EUR	18.71
		Michelin	34.340	8/12/24	0.41	36.100	-4.88	32.460	3.640	11.21	EUR	18.67
		Suzuki Motor	1,626.000	8/09/24	0.31	1,833.500	-11.32	1,508.250	325.250	21.56	JPY	16.13
		Iveco	8.642	8/12/24	-0.21	10.635	-18.74	8.146	2.489	30.55	EUR	13.05
		Paccar	92.170	8/12/24	-0.74	101.840	-9.50	97.650	4.190	4.29	USD	12.78
		Hella	86.300	8/12/24	0.23	85.900	0.47	82.500	3.400	4.12	EUR	10.07
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	2,590.500	693.500	26.77	JPY	6.66
		Volvo	255.700	8/12/24	-0.12	273.400	-6.47	261.350	12.050	4.61	SEK	6.58
		Daimler Truck	33.000	8/12/24	-0.87	37.230	-11.36	34.020	3.210	9.44	EUR	6.15
		Autoliv	1,003.400	8/12/24	0.10	1,139.800	-11.97	1,108.000	31.800	2.87	SEK	5.89
		Yokohama Rubber	3,085.000	8/09/24	2.88	3,589.000	-14.04	3,233.000	356.000	11.01	JPY	5.54
		Bridgestone	5,582.000	8/09/24	-1.33	6,295.000	-11.33	5,840.000	455.000	7.79	JPY	5.28
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
	L	BYD Company	213.600	8/12/24	-0.28	232.000	-7.93	214.400	17.600	8.21	HKD	5.14
		Isuzu Motors	2,021.500	8/09/24	0.50	2,219.500	-8.92	1,816.000	403.500	22.22	JPY	3.81
		Hyundai Mobis	218,500.000	8/12/24	2.82	247,500.000	-11.72	237,000.000	10,500.000	4.43	KRW	1.84
		Honda Motor	1,420.000	8/09/24	-0.14	1,760.500	-19.34	1,466.000	294.500	20.09	JPY	1.39
	L	Great Wall Motor	22.210	8/12/24	-0.31	25.280	-12.14	25.220	0.060	0.24	CNY	-0.27
	S	SAIC Motor Corp	13.740	8/12/24	-0.87	13.860	-0.87	13.530	0.330	2.44	CNY	-1.22
	S	Ford Motor	9.860	8/12/24	-2.38	12.760	-22.73	12.190	0.570	4.68	USD	-2.45
	S	Schaeffler	4.646	8/12/24	0.17	5.345	-13.08	5.595	-0.250	-4.47	EUR	-2.90
	S	Stellantis	13.980	8/12/24	-0.57	18.634	-24.98	21.150	-2.516	-11.90	EUR	-3.30
	S	Nokian Tyres	7.982	8/12/24	-0.84	7.850	1.68	8.258	-0.408	-4.94	EUR	-4.64
	S	Mercedes-Benz	57.480	8/12/24	-0.57	64.800	-11.30	62.550	2.250	3.60	EUR	-4.70
	S	Denso	2,109.000	8/09/24	-0.19	2,527.000	-16.54	2,127.000	400.000	18.81	JPY	-4.88
		Xinyi Glass	7.550	8/12/24	-0.13	8.560	-11.80	8.760	-0.200	-2.28	HKD	-5.84
	L	Cdn Tire	149.260	8/12/24	-0.17	135.740	9.96	140.720	-4.980	-3.54	CAD	-6.95
	S	Volkswagen	93.500	8/12/24	-0.47	106.050	-11.83	111.800	-5.750	-5.14	EUR	-8.53
	S	Mazda Motor	1,114.500	8/09/24	1.32	1,562.500	-28.67	1,523.500	39.000	2.56	JPY	-9.32
	S	Nissan Motor	410.200	8/09/24	-0.56	552.400	-25.74	554.200	-1.800	-0.32	JPY	-11.22
		Tesla Motors	197.490	8/12/24	-1.26	209.860	-5.89	248.480	-38.620	-15.54	USD	-12.07
	S	BMW	78.980	8/12/24	-0.90	89.140	-11.40	100.780	-11.640	-11.55	EUR	-12.27
	S	Mitsubishi Motors	386.000	8/09/24	1.05	457.900	-15.70	449.000	8.900	1.98	JPY	-16.70
	S	Continental	58.860	8/12/24	0.34	53.040	10.97	76.920	-23.880	-31.05	EUR	-17.95
	S	Hino Motors	446.500	8/09/24	-0.42	422.600	5.66	463.400	-40.800	-8.80	JPY	-18.25
	S	Magna	52.280	8/12/24	-1.88	57.340	-8.82	78.290	-20.950	-26.76	CAD	-19.18
	S	Vitesco Technologies	52.050	8/12/24	-0.10	59.850	-13.03	78.200	-18.350	-23.47	EUR	-19.51
	S	Porsche	65.680	8/12/24	-0.97	69.360	-5.31	79.900	-10.540	-13.19	EUR	-21.17
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		Opmobility	8.540	8/12/24	-1.16	9.300	-8.17	12.000	-2.700	-22.50	EUR	-22.39
	S	LG Energy Solution	328,500.000	8/12/24	2.02	347,000.000	-5.33	429,500.000	-82,500.000	-19.21	KRW	-22.61
		Valeo	9.400	8/12/24	-0.95	10.045	-6.42	13.915	-3.870	-27.81	EUR	-28.87
		Forvia	9.166	8/12/24	0.17	11.500	-20.30	20.420	-8.920	-43.68	EUR	-29.56
	S	Li Auto	77.000	8/12/24	-1.79	70.300	9.53	139.400	-69.100	-49.57	HKD	-42.82
Automotive - 54 out of 54 instruments rated - 7/01/24 / 1/01/24 - 35 did rise, Market-Ratio(26) = 64.81 %

Technical Chart

	Automotive RS = 26 - B/S = 65/45

1/04/21	scale up chart	7/01/24

Transactions Automotive Industry * A26 - 65/45 (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		7/03/06	182		- cash -
short	7/03/06	11/20/06	140		Kia	100	655	KRW	15.250	14.500	16.039	0.789	5	10,517	14
long	11/20/06	11/12/07	357		SAIC Motor Corp	100	2,214	CNY	4.750	16.530		11.780	248	36,598	258
short	11/12/07	4/27/09	532		Grammer	100	2,273	EUR	16.100	4.770	54.342	38.242	238	123,521	130
long	4/27/09	5/30/11	763		Ford Motor	100	24,172	USD	5.110	14.920		9.810	192	360,648	67
short	5/30/11	2/06/12	252		Mitsubishi Motors	100	38,448	JPY	9.380	9.620	9.140	-0.240	-3	351,421	-4
long	2/06/12	7/23/12	168		Hino Motors	100	66,810	JPY	5.260	5.200		-0.060	-1	347,412	-2
short	7/23/12	11/19/12	119		Peugeot	100	64,574	EUR	5.380	3.865	7.489	2.109	39	483,586	176
long	11/19/12	8/18/14	637		Montupet	100	73,159	EUR	6.610	48.590		41.980	635	3,554,801	214
short	8/18/14	1/26/15	161		Nokian Tyres	100	145,843	EUR	24.374	22.648	26.232	1.858	8	3,825,704	18
long	1/26/15	8/17/15	203		Maruti Suzuki	100	10,601	INR	360.865	454.235		93.370	26	4,815,519	51
short	8/17/15	3/28/16	224		Tata Motors	100	135,286	INR	35.595	36.325	34.865	-0.730	-2	4,716,761	-3
long	3/28/16	4/04/16	7		Hankook Tire	100	83,779	KRW	56.300	52.600		-3.700	-7	4,406,778	-97
short	4/04/16	8/08/16	126		Leoni	100	152,906	EUR	28.820	33.340	24.300	-4.520	-16	3,715,643	-39
long	8/08/16	9/12/16	35		Grammer	100	79,140	EUR	46.950	53.230		6.280	13	4,212,642	270
short	9/12/16	10/10/16	28		Mitsubishi Motors	100	854,491	JPY	4.930	4.890	4.970	0.040	1	4,247,078	11
long	10/10/16	10/24/16	14		Grammer	100	77,360	EUR	54.900	51.820		-3.080	-6	4,008,810	-78
short	10/24/16	11/07/16	14		Mitsubishi Motors	100	826,558	JPY	4.850	5.850	3.850	-1.000	-21	3,182,252	-100
long	11/07/16	8/21/17	287		Grammer	100	61,161	EUR	52.030	43.220		-8.810	-17	2,643,423	-21
short	8/21/17	9/25/17	35		Nemak	100	176,110	MXN	15.010	14.440	15.603	0.592	4	2,747,768	50
long	9/25/17	4/23/18	210		Fiat Chrysler	100	186,289	EUR	14.750	19.680		4.930	33	3,666,173	65
short	4/23/18	4/22/19	364		Tata Motors	100	109,749	INR	33.405	23.485	47.515	14.110	42	5,214,753	42
long	4/22/19	5/13/19	21		Kia	100	121,840	KRW	42.800	42.350		-0.450	-1	5,159,925	-17
short	5/13/19	11/11/19	182		Leoni	100	300,344	EUR	17.180	12.620	23.388	6.208	36	7,024,371	86
long	11/11/19	3/02/20	112		Schaeffler	100	710,968	EUR	9.880	7.914		-1.966	-20	5,626,608	-51
short	3/02/20	9/07/20	189		Renault	100	219,446	EUR	25.640	25.160	26.129	0.489	2	5,733,961	4
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/07/20	9/20/21	378		Tesla Motors	100	41,121	USD	139.440	243.390		103.950	75	10,008,489	71
short	9/20/21	11/15/21	56		Valeo	100	479,104	EUR	20.890	28.330	13.450	-7.440	-36	6,443,955	-94
long	11/15/21	11/29/21	14		Tata Motors	100	127,489	INR	50.545	46.145		-4.400	-9	5,883,003	-91
short	11/29/21	1/17/22	49		ElringKlinger	100	547,765	EUR	10.740	12.660	8.820	-1.920	-18	4,831,295	-77
long	1/17/22	2/07/22	21		Ford Motor	100	191,794	USD	25.190	17.880		-7.310	-29	3,429,280	-100
short	2/07/22	9/05/22	210		Hankook Tire	100	97,561	KRW	35.150	39.600	30.700	-4.450	-13	2,995,134	-21
long	9/05/22	9/26/22	21		Mitsubishi Motors	100	519,988	JPY	5.760	5.830		0.070	1	3,031,533	23
short	9/26/22	4/03/23	189		Forvia	100	243,301	EUR	12.460	20.390	4.530	-7.930	-64	1,102,156	-86
long	4/03/23	10/30/23	210		Iveco	100	129,848	EUR	8.488	8.048		-0.440	-5	1,045,023	-9
short	10/30/23	2/12/24	105		Lucid	100	256,762	USD	4.070	3.590	4.614	0.544	13	1,184,753	55
long	2/12/24	8/12/24	182		Bajaj Auto	100	1,513	INR	782.995	971.085		188.090	24	1,469,333	54
accum	7/03/06	8/12/24	6951	days out of 7133 invested (97%)								14,593		1,469,333	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Montupet	long	11/19/12	8/18/14	637	6.61	48.59		41.98	635.10	635.10
SAIC Motor Corp	long	11/20/06	11/12/07	357	4.75	16.53		11.78	248.00	248.00
Grammer	short	11/12/07	4/27/09	532	16.10	4.77	54.34	38.24	237.53
	long	8/08/16	9/12/16	35	46.95	53.23		6.28	13.38
	long	10/10/16	10/24/16	14	54.90	51.82		-3.08	-5.61
	long	11/07/16	8/21/17	287	52.03	43.22		-8.81	-16.93	200.04
Ford Motor	long	4/27/09	5/30/11	763	5.11	14.92		9.81	191.98
	long	1/17/22	2/07/22	21	25.19	17.88		-7.31	-29.02	107.25
Tesla Motors	long	9/07/20	9/20/21	378	139.44	243.39		103.95	74.55	74.55
Peugeot	short	7/23/12	11/19/12	119	5.38	3.87	7.49	2.11	39.20	39.20
Fiat Chrysler	long	9/25/17	4/23/18	210	14.75	19.68		4.93	33.42	33.42
Tata Motors	short	8/17/15	3/28/16	224	35.60	36.33	34.87	-0.73	-2.05
	short	4/23/18	4/22/19	364	33.41	23.49	47.52	14.11	42.24
	long	11/15/21	11/29/21	14	50.55	46.15		-4.40	-8.71	27.19
Maruti Suzuki	long	1/26/15	8/17/15	203	360.87	454.24		93.37	25.87	25.87
Bajaj Auto	long	2/12/24	8/12/24	182	783.00	971.09		188.09	24.02	24.02
Leoni	short	4/04/16	8/08/16	126	28.82	33.34	24.30	-4.52	-15.68
	short	5/13/19	11/11/19	182	17.18	12.62	23.39	6.21	36.13	14.78
Lucid	short	10/30/23	2/12/24	105	4.07	3.59	4.61	0.54	13.37	13.37
Nokian Tyres	short	8/18/14	1/26/15	161	24.37	22.65	26.23	1.86	7.62	7.62
Kia	short	7/03/06	11/20/06	140	15.25	14.50	16.04	0.79	5.17
	long	4/22/19	5/13/19	21	42.80	42.35		-0.45	-1.05	4.07
Nemak	short	8/21/17	9/25/17	35	15.01	14.44	15.60	0.59	3.95	3.95
Renault	short	3/02/20	9/07/20	189	25.64	25.16	26.13	0.49	1.91	1.91
Hino Motors	long	2/06/12	7/23/12	168	5.26	5.20		-0.06	-1.14	-1.14
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Iveco	long	4/03/23	10/30/23	210	8.49	8.05		-0.44	-5.18	-5.18
ElringKlinger	short	11/29/21	1/17/22	49	10.74	12.66	8.82	-1.92	-17.88	-17.88
Hankook Tire	long	3/28/16	4/04/16	7	56.30	52.60		-3.70	-6.57
	short	2/07/22	9/05/22	210	35.15	39.60	30.70	-4.45	-12.66	-18.40
Schaeffler	long	11/11/19	3/02/20	112	9.88	7.91		-1.97	-19.90	-19.90
Mitsubishi Motors	short	5/30/11	2/06/12	252	9.38	9.62	9.14	-0.24	-2.56
	short	9/12/16	10/10/16	28	4.93	4.89	4.97	0.04	0.82
	short	10/24/16	11/07/16	14	4.85	5.85	3.85	-1.00	-20.62
	long	9/05/22	9/26/22	21	5.76	5.83		0.07	1.22	-21.07
Valeo	short	9/20/21	11/15/21	56	20.89	28.33	13.45	-7.44	-35.62	-35.62
Forvia	short	9/26/22	4/03/23	189	12.46	20.39	4.53	-7.93	-63.64	-63.64

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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