Share-o-matic - Portfolio

Fri, Jul 4th, 2025, 3:49UTC

Independence Day

Assessment - Automotive Industry - 7/01/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
		SOM Automotive	467.073	8/12/24	-0.24	515.720	-9.43	492.268	23.452	4.76	USD	3.18
	L	Mahindra & Mahindra	2,717.650	8/12/24	-1.15	2,875.850	-5.50	1,703.550	1,172.300	68.82	INR	71.22
		Bajaj Auto	9,710.850	8/12/24	-0.56	9,532.400	1.87	7,658.250	1,874.150	24.47	INR	60.07
		Kia	102,100.000	8/12/24	0.20	128,600.000	-20.61	118,300.000	10,300.000	8.71	KRW	37.80
	L	Hyundai Motor	243,500.000	8/12/24	0.21	286,000.000	-14.86	238,000.000	48,000.000	20.17	KRW	34.51
		Tata Motors	1,076.150	8/12/24	0.75	1,002.050	7.39	926.800	75.250	8.12	INR	33.28
		Traton	26.700	8/12/24		30.700	-13.03	22.700	8.000	35.24	EUR	32.61
	L	Eicher Motors	4,808.800	8/12/24	-0.45	4,635.550	3.74	3,889.950	745.600	19.17	INR	30.64
	L	General Motors	42.990	8/12/24	-1.13	46.680	-7.90	37.790	8.890	23.52	USD	30.39
		Renault	40.250	8/12/24	-0.72	48.250	-16.58	35.895	12.355	34.42	EUR	24.45
	L	GS Yuasa	2,358.000	8/09/24	2.70	3,153.000	-25.21	2,157.500	995.500	46.14	JPY	24.21
		Maruti Suzuki	12,273.200	8/12/24	0.40	12,108.700	1.36	10,428.500	1,680.200	16.11	INR	19.59
		Pirelli	5.246	8/12/24	0.50	5.616	-6.59	4.958	0.658	13.27	EUR	19.13
		Ferrari	385.700	8/12/24		382.200	0.92	346.200	36.000	10.40	EUR	18.71
		Michelin	34.340	8/12/24	0.41	36.100	-4.88	30.570	5.530	18.09	EUR	18.67
		Suzuki Motor	1,626.000	8/09/24	0.31	1,833.500	-11.32	1,764.000	69.500	3.94	JPY	16.13
		Iveco	8.642	8/12/24	-0.21	10.635	-18.74	9.818	0.817	8.32	EUR	13.05
		Paccar	92.170	8/12/24	-0.74	101.840	-9.50	104.160	-2.320	-2.23	USD	12.78
		Hella	86.300	8/12/24	0.23	85.900	0.47	81.100	4.800	5.92	EUR	10.07
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	2,992.000	292.000	9.76	JPY	6.66
		Volvo	255.700	8/12/24	-0.12	273.400	-6.47	252.900	20.500	8.11	SEK	6.58
		Daimler Truck	33.000	8/12/24	-0.87	37.230	-11.36	33.590	3.640	10.84	EUR	6.15
		Autoliv	1,003.400	8/12/24	0.10	1,139.800	-11.97	1,156.500	-16.700	-1.44	SEK	5.89
		Yokohama Rubber	3,085.000	8/09/24	2.88	3,589.000	-14.04	3,505.000	84.000	2.40	JPY	5.54
		Bridgestone	5,582.000	8/09/24	-1.33	6,295.000	-11.33	6,344.000	-49.000	-0.77	JPY	5.28
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
	L	BYD Company	213.600	8/12/24	-0.28	232.000	-7.93	171.700	60.300	35.12	HKD	5.14
		Isuzu Motors	2,021.500	8/09/24	0.50	2,219.500	-8.92	2,034.000	185.500	9.12	JPY	3.81
		Hyundai Mobis	218,500.000	8/12/24	2.82	247,500.000	-11.72	231,500.000	16,000.000	6.91	KRW	1.84
		Honda Motor	1,420.000	8/09/24	-0.14	1,760.500	-19.34	1,683.500	77.000	4.57	JPY	1.39
	L	Great Wall Motor	22.210	8/12/24	-0.31	25.280	-12.14	19.870	5.410	27.23	CNY	-0.27
	S	SAIC Motor Corp	13.740	8/12/24	-0.87	13.860	-0.87	13.780	0.080	0.58	CNY	-1.22
	S	Ford Motor	9.860	8/12/24	-2.38	12.760	-22.73	11.590	1.170	10.09	USD	-2.45
	S	Schaeffler	4.646	8/12/24	0.17	5.345	-13.08	6.005	-0.660	-10.99	EUR	-2.90
	S	Stellantis	13.980	8/12/24	-0.57	18.634	-24.98	21.075	-2.441	-11.58	EUR	-3.30
	S	Nokian Tyres	7.982	8/12/24	-0.84	7.850	1.68	8.254	-0.404	-4.89	EUR	-4.64
	S	Mercedes-Benz	57.480	8/12/24	-0.57	64.800	-11.30	63.180	1.620	2.56	EUR	-4.70
	S	Denso	2,109.000	8/09/24	-0.19	2,527.000	-16.54	2,430.000	97.000	3.99	JPY	-4.88
		Xinyi Glass	7.550	8/12/24	-0.13	8.560	-11.80	6.180	2.380	38.51	HKD	-5.84
	L	Cdn Tire	149.260	8/12/24	-0.17	135.740	9.96	142.270	-6.530	-4.59	CAD	-6.95
	S	Volkswagen	93.500	8/12/24	-0.47	106.050	-11.83	119.080	-13.030	-10.94	EUR	-8.53
	S	Mazda Motor	1,114.500	8/09/24	1.32	1,562.500	-28.67	1,842.000	-279.500	-15.17	JPY	-9.32
	S	Nissan Motor	410.200	8/09/24	-0.56	552.400	-25.74	596.500	-44.100	-7.39	JPY	-11.22
		Tesla Motors	197.490	8/12/24	-1.26	209.860	-5.89	181.060	28.800	15.91	USD	-12.07
	S	BMW	78.980	8/12/24	-0.90	89.140	-11.40	96.570	-7.430	-7.69	EUR	-12.27
	S	Mitsubishi Motors	386.000	8/09/24	1.05	457.900	-15.70	452.900	5.000	1.10	JPY	-16.70
	S	Continental	58.860	8/12/24	0.34	53.040	10.97	74.060	-21.020	-28.38	EUR	-17.95
	S	Hino Motors	446.500	8/09/24	-0.42	422.600	5.66	477.700	-55.100	-11.53	JPY	-18.25
	S	Magna	52.280	8/12/24	-1.88	57.340	-8.82	76.820	-19.480	-25.36	CAD	-19.18
	S	Vitesco Technologies	52.050	8/12/24	-0.10	59.850	-13.03	82.500	-22.650	-27.45	EUR	-19.51
	S	Porsche	65.680	8/12/24	-0.97	69.360	-5.31	82.540	-13.180	-15.97	EUR	-21.17
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	Curr	∅-RS
		Opmobility	8.540	8/12/24	-1.16	9.300	-8.17	10.580	-1.280	-12.10	EUR	-22.39
	S	LG Energy Solution	328,500.000	8/12/24	2.02	347,000.000	-5.33	389,000.000	-42,000.000	-10.80	KRW	-22.61
		Valeo	9.400	8/12/24	-0.95	10.045	-6.42	11.535	-1.490	-12.92	EUR	-28.87
		Forvia	9.166	8/12/24	0.17	11.500	-20.30	15.330	-3.830	-24.98	EUR	-29.56
	S	Li Auto	77.000	8/12/24	-1.79	70.300	9.53	111.000	-40.700	-36.67	HKD	-42.82
Automotive - 54 out of 54 instruments rated - 7/01/24 / 2/05/24 - 33 did rise, Market-Ratio(21) = 61.11 %

Technical Chart

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

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

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	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		7/04/25	900		- cash -
accum	7/17/06	1/16/23	1729	days out of 7123 invested (24%)								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		7/17/06	10/09/06	84	14.35	15.10	13.60	-0.75	-5.23	-5.23

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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