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

Assessment - Automotive Industry - 4/22/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	SOM Automotive	537.852	Fri	0.53	534.979	0.54	454.054	80.925	17.82	USD	10.34
	L	Traton	32.700	Fri	-3.54	33.850	-3.40	18.110	15.740	86.91	EUR	59.97
		Bajaj Auto	8,974.300	Fri	2.74	8,795.750	2.03	5,405.400	3,390.350	62.72	INR	56.06
		Tata Motors	999.500	Fri	-0.17	973.550	2.67	647.350	326.200	50.39	INR	44.21
		Toyota	3,510.000	Fri	0.37	3,517.000	-0.20	2,610.000	907.000	34.75	JPY	35.88
		Iveco	11.885	Fri	2.72	11.875	0.08	7.842	4.033	51.43	EUR	35.26
	L	Mahindra & Mahindra	2,044.900	Fri		2,090.650	-2.19	1,565.150	525.500	33.58	INR	33.56
	L	Daimler Truck	42.900	Fri	2.26	43.220	-0.74	29.920	13.300	44.45	EUR	30.34
	L	Renault	48.550	Fri	1.15	47.470	2.28	32.995	14.475	43.87	EUR	28.68
		Kia	118,200.000	Fri	1.37	115,100.000	2.69	83,000.000	32,100.000	38.67	KRW	28.33
	L	Yokohama Rubber	3,957.000	Fri	0.76	4,084.000	-3.11	2,800.000	1,284.000	45.86	JPY	26.81
		Paccar	111.960	Fri	-0.59	112.580	-0.55	81.360	31.220	38.37	USD	25.40
	L	Maruti Suzuki	12,703.300	Fri	-1.70	12,785.500	-0.64	10,553.700	2,231.800	21.15	INR	25.11
		Stellantis	23.045	Fri	0.68	23.135	-0.39	18.022	5.113	28.37	EUR	24.77
		Ferrari	394.500	Fri	2.15	382.800	3.06	286.100	96.700	33.80	EUR	24.56
	L	General Motors	45.840	Fri	0.48	43.210	6.09	29.220	13.990	47.88	USD	23.83
		Pirelli	5.982	Fri	0.71	5.940	0.71	4.160	1.780	42.79	EUR	23.51
	L	Eicher Motors	4,601.000	Fri	-0.31	4,466.950	3.00	3,446.350	1,020.600	29.61	INR	23.13
		Suzuki Motor	1,814.500	Fri	1.34	1,762.000	2.98	1,442.500	319.500	22.15	JPY	22.27
	L	Hyundai Motor	249,500.000	Fri	-0.20	245,000.000	1.84	185,400.000	59,600.000	32.15	KRW	22.20
	L	Autoliv	1,325.000	Fri	5.33	1,270.600	4.28	1,072.000	198.600	18.53	SEK	21.11
	L	Denso	2,757.000	Fri	-1.06	2,850.000	-3.26	2,295.500	554.500	24.16	JPY	19.88
		Volvo	281.300	Fri	1.52	282.600	-0.46	217.100	65.500	30.17	SEK	19.32
	L	Michelin	35.620	Fri	-0.61	35.430	0.54	27.850	7.580	27.22	EUR	18.15
	L	GS Yuasa	2,909.500	Fri	-0.43	2,946.000	-1.24	2,429.000	517.000	21.28	JPY	16.91
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
		Honda Motor	1,750.500	Fri	0.26	1,773.500	-1.30	1,612.500	161.000	9.98	JPY	15.21
		KATEK	15.050	Fri		15.050		10.250	4.800	46.83	EUR	14.69
	L	Bridgestone	6,725.000	Fri	0.21	6,817.000	-1.35	5,752.000	1,065.000	18.52	JPY	14.64
		Mazda Motor	1,678.000	Fri	0.54	1,684.500	-0.39	1,501.500	183.000	12.19	JPY	11.15
	L	Mercedes-Benz	74.360	Fri	1.56	74.190	0.23	61.700	12.490	20.24	EUR	10.92
	L	Nokian Tyres	9.080	Fri	1.68	9.068	0.13	7.502	1.566	20.87	EUR	10.78
		Hella	82.800	Fri	0.24	83.000	-0.24	72.300	10.700	14.80	EUR	10.23
	L	Schaeffler	5.860	Fri	1.03	6.215	-5.71	5.160	1.055	20.45	EUR	9.06
	L	Ford Motor	12.790	Fri	-1.92	12.880	-0.70	11.480	1.400	12.20	USD	6.29
		Isuzu Motors	1,949.500	Fri	0.52	1,953.000	-0.18	1,766.000	187.000	10.59	JPY	5.57
	L	SAIC Motor Corp	15.200	Fri	0.40	15.090	0.73	14.550	0.540	3.71	CNY	4.99
	L	Volkswagen	120.100	Fri	1.09	121.300	-0.99	102.240	19.060	18.64	EUR	4.88
	L	BMW	106.400	Fri	1.29	105.850	0.52	93.310	12.540	13.44	EUR	4.51
		Hyundai Mobis	240,500.000	Fri	-1.43	239,000.000	0.63	218,000.000	21,000.000	9.63	KRW	3.66
	L	Great Wall Motor	26.320	Fri	-1.02	24.450	7.65	29.980	-5.530	-18.45	CNY	-3.71
	L	Porsche	89.800	Fri	0.40	89.480	0.36	88.020	1.460	1.66	EUR	-4.41
	S	Nissan Motor	549.000	Fri	0.42	550.400	-0.25	596.700	-46.300	-7.76	JPY	-4.69
	L	Hino Motors	452.300	Fri	-2.23	490.400	-7.77	533.000	-42.600	-7.99	JPY	-6.94
		Mitsubishi Motors	472.700	Fri	1.20	461.300	2.47	513.700	-52.400	-10.20	JPY	-7.75
	S	Continental	62.500	Fri	0.68	62.940	-0.70	60.600	2.340	3.86	EUR	-8.21
	S	Magna	67.150	Fri	0.92	67.560	-0.61	69.350	-1.790	-2.58	CAD	-8.87
	L	Plastic Omnium	11.650	Fri	0.43	11.980	-2.75	13.220	-1.240	-9.38	EUR	-10.07
		Cdn Tire	136.550	Fri	1.10	134.910	1.22	137.810	-2.900	-2.10	CAD	-10.72
	L	BYD Company	212.800	Fri	4.42	200.800	5.98	244.400	-43.600	-17.84	HKD	-10.86
	L	Valeo	11.505	Fri	-3.24	12.470	-7.74	13.015	-0.545	-4.19	EUR	-14.71
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
	S	Vitesco Technologies	66.750	Fri	-0.07	64.600	3.33	92.150	-27.550	-29.90	EUR	-15.04
		Forvia	14.335	Fri	1.02	14.740	-2.75	16.340	-1.600	-9.79	EUR	-17.56
	L	Xinyi Glass	8.400	Fri	2.44	7.860	6.87	9.260	-1.400	-15.12	HKD	-18.28
		LG Energy Solution	372,000.000	Fri	-0.13	378,500.000	-1.72	436,500.000	-58,000.000	-13.29	KRW	-18.65
	S	Li Auto	98.900	Fri	5.78	97.450	1.49	127.200	-29.750	-23.39	HKD	-25.96
	S	Tesla Motors	168.290	Fri	-1.11	142.050	18.47	212.080	-70.030	-33.02	USD	-34.16
Automotive - 55 out of 55 instruments rated - 4/22/24 / 10/23/23 - 40 did rise, Market-Ratio(26) = 72.73 %

Technical Chart

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

1/06/20	scale up chart	4/22/24

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	4/26/24	74		Bajaj Auto	100	1,513	INR	782.995	897.430		114.435	15	1,357,893	96
accum	7/03/06	4/26/24	6508	days out of 6690 invested (97%)								13,479		1,357,893	32

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
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
Bajaj Auto	long	2/12/24	4/26/24	74	783.00	897.43		114.44	14.62	14.62
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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