Share-o-matic - Portfolio

Wed, 17th Sep 2025, 7:14UTC

Assessment - Automotive Industry in Pound sterling - 1/07/24 - RS = 21

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21	⇓∅-RS
		SOM Automotive	369.467	12/08/24	-0.24	407.948	-9.43	392.571	15.377	3.92	3.37
		Autoliv	74.643	12/08/24	0.10	84.790	-11.97	86.979	-2.189	-2.52	1.84
		Bajaj Auto	92.090	12/08/24	-0.56	90.398	1.87	73.558	16.839	22.89	49.60
	S	BMW	67.012	12/08/24	-0.90	75.633	-11.40	82.729	-7.096	-8.58	-11.91
		Bridgestone	27.328	9/08/24	-1.33	30.819	-11.33	34.060	-3.241	-9.52	-6.03
	L	BYD Company	21.636	12/08/24	-0.28	23.499	-7.93	17.510	5.989	34.20	4.50
	L	Cdn Tire	85.919	12/08/24	-0.17	78.137	9.96	83.911	-5.774	-6.88	-8.58
	S	Continental	49.941	12/08/24	0.34	45.003	10.97	63.445	-18.442	-29.07	-22.40
		Daimler Truck	28.000	12/08/24	-0.87	31.589	-11.36	28.776	2.813	9.78	5.38
	S	Denso	10.325	9/08/24	-0.19	12.372	-16.54	13.046	-0.675	-5.17	-5.93
	L	Eicher Motors	45.603	12/08/24	-0.45	43.960	3.74	37.363	6.597	17.66	20.91
		Ferrari	327.255	12/08/24		324.285	0.92	296.579	27.706	9.34	15.56
	S	Ford Motor	7.800	12/08/24	-2.38	10.093	-22.73	9.243	0.851	9.20	4.98
		Forvia	7.777	12/08/24	0.17	9.757	-20.30	13.133	-3.375	-25.70	-32.74
	L	General Motors	34.006	12/08/24	-1.13	36.925	-7.90	30.137	6.789	22.53	27.33
	L	Great Wall Motor	2.412	12/08/24	-0.31	2.746	-12.14	2.202	0.544	24.70	-1.83
	L	GS Yuasa	11.544	9/08/24	2.70	15.436	-25.21	11.583	3.853	33.26	10.65
		Hella	73.223	12/08/24	0.23	72.884	0.47	69.476	3.408	4.90	10.18
	S	Hino Motors	2.186	9/08/24	-0.42	2.069	5.66	2.565	-0.496	-19.33	-23.07
		Honda Motor	6.952	9/08/24	-0.14	8.619	-19.34	9.038	-0.419	-4.64	-0.71
		Hyundai Mobis	124.985	12/08/24	2.82	141.574	-11.72	138.539	3.034	2.19	2.68
	L	Hyundai Motor	139.286	12/08/24	0.21	163.596	-14.86	142.429	21.167	14.86	31.34
		Isuzu Motors	9.897	9/08/24	0.50	10.866	-8.92	10.920	-0.054	-0.49	6.43
		Iveco	7.332	12/08/24	-0.21	9.023	-18.74	8.411	0.613	7.28	11.74
		Kia	58.403	12/08/24	0.20	73.561	-20.61	70.796	2.765	3.91	30.18
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21	⇓∅-RS
	S	LG Energy Solution	187.907	12/08/24	2.02	198.489	-5.33	232.794	-34.305	-14.74	-22.60
	S	Li Auto	7.799	12/08/24	-1.79	7.121	9.53	11.320	-4.199	-37.10	-44.50
	S	Magna	30.094	12/08/24	-1.88	33.007	-8.82	45.309	-12.302	-27.15	-22.33
	L	Mahindra & Mahindra	25.772	12/08/24	-1.15	27.272	-5.50	16.363	10.910	66.67	64.60
		Maruti Suzuki	116.389	12/08/24	0.40	114.829	1.36	100.167	14.663	14.64	11.18
	S	Mazda Motor	5.456	9/08/24	1.32	7.650	-28.67	9.889	-2.240	-22.65	-9.98
	S	Mercedes-Benz	48.770	12/08/24	-0.57	54.981	-11.30	54.124	0.856	1.58	-3.80
		Michelin	29.136	12/08/24	0.41	30.630	-4.88	26.188	4.441	16.96	13.65
	S	Mitsubishi Motors	1.890	9/08/24	1.05	2.242	-15.70	2.432	-0.190	-7.80	-14.54
	S	Nissan Motor	2.008	9/08/24	-0.56	2.704	-25.74	3.202	-0.498	-15.55	-13.31
	S	Nokian Tyres	6.772	12/08/24	-0.84	6.660	1.68	7.071	-0.410	-5.80	-5.17
		Opmobility	7.246	12/08/24	-1.16	7.891	-8.17	9.064	-1.173	-12.94	-26.94
		Paccar	72.909	12/08/24	-0.74	80.558	-9.50	83.065	-2.507	-3.02	5.51
		Pirelli	4.451	12/08/24	0.50	4.765	-6.59	4.247	0.518	12.19	10.72
	S	Porsche	55.728	12/08/24	-0.97	58.850	-5.31	70.710	-11.860	-16.77	-22.16
		Renault	34.151	12/08/24	-0.72	40.939	-16.58	30.750	10.189	33.13	21.21
	S	SAIC Motor Corp	1.492	12/08/24	-0.87	1.505	-0.87	1.527	-0.022	-1.42	-5.55
	S	Schaeffler	3.942	12/08/24	0.17	4.535	-13.08	5.144	-0.609	-11.84	-6.75
	S	Stellantis	11.862	12/08/24	-0.57	15.810	-24.98	18.054	-2.244	-12.43	-6.67
		Suzuki Motor	7.960	9/08/24	0.31	8.976	-11.32	9.471	-0.494	-5.22	8.20
		Tata Motors	10.205	12/08/24	0.75	9.503	7.39	8.902	0.601	6.75	31.75
		Tesla Motors	156.220	12/08/24	-1.26	166.005	-5.89	144.391	21.614	14.97	-1.30
		Toyota	11.982	9/08/24	-0.14	16.078	-25.47	16.063	0.014	0.09	4.78
		Traton	22.654	12/08/24		26.048	-13.03	19.446	6.602	33.95	32.86
		Valeo	7.976	12/08/24	-0.95	8.523	-6.42	9.882	-1.359	-13.75	-26.54
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21	⇓∅-RS
	S	Vitesco Technologies	44.163	12/08/24	-0.10	50.781	-13.03	70.675	-19.894	-28.15	-22.58
		Volvo	19.022	12/08/24	-0.12	20.338	-6.47	19.020	1.318	6.93	9.65
	S	Volkswagen	79.332	12/08/24	-0.47	89.980	-11.83	102.012	-12.032	-11.79	-8.56
		Xinyi Glass	0.765	12/08/24	-0.13	0.867	-11.80	0.630	0.237	37.57	-6.83
		Yokohama Rubber	15.103	9/08/24	2.88	17.571	-14.04	18.818	-1.247	-6.63	-2.45
Automotive - 54 out of 54 instruments rated - 1/07/24 / 5/02/24 - 26 did rise, Market-Ratio(21) in GBP = 48.15 %

Technical Chart

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

4/01/21	scale up chart	1/07/24

Transactions Automotive Industry in Pound sterling * S21 - 29/42 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		17/07/06	196		- cash -
short	17/07/06	9/10/06	84		Kia	100	1,224,945	0.008	0.008	0.008	-0.000	-4	9,555	-18
9/10/06		19/11/07	406		- cash -
	19/11/07	23/03/09	490		Grammer	100	834	11.446	3.502	37.406	25.960	227	31,205	142
23/03/09		15/08/11	875		- cash -
	15/08/11	2/01/12	140		Fiat Chrysler	100	10,763	2.899	2.063	4.074	1.175	41	43,851	143
2/01/12		2/07/12	182		- cash -
	2/07/12	3/09/12	63		Peugeot	100	8,824	4.969	3.908	6.319	1.350	27	55,760	302
3/09/12		10/08/15	1071		- cash -
	10/08/15	30/11/15	112		Grammer	100	3,253	17.137	19.941	14.334	-2.804	-16	46,640	-44
30/11/15		14/12/15	14		- cash -
	14/12/15	21/12/15	7		Leoni	100	1,932	24.132	26.256	22.008	-2.124	-9	42,536	-99
21/12/15		11/01/16	21		- cash -
	11/01/16	18/01/16	7		Fiat Chrysler	100	7,776	5.470	4.935	6.062	0.592	11	47,139	21,130
18/01/16		8/02/16	21		- cash -
	8/02/16	22/02/16	14		Leoni	100	2,094	22.501	21.069	24.031	1.530	7	50,343	456
22/02/16		28/03/16	35		- cash -
	28/03/16	6/06/16	70		Leoni	100	2,286	22.014	22.748	21.281	-0.734	-3	48,666	-16
6/06/16		4/06/18	728		- cash -
	4/06/18	11/03/19	280		Tata Motors	100	151,563	0.321	0.193	0.535	0.214	67	81,056	94
11/03/19		3/06/19	84		- cash -
	3/06/19	21/10/19	140		Leoni	100	7,009	11.564	10.366	12.900	1.336	12	90,420	33
21/10/19		2/03/20	133		- cash -
	2/03/20	3/08/20	154		Renault	100	4,037	22.397	18.885	26.562	4.165	19	107,233	50
3/08/20		7/03/22	581		- cash -
	7/03/22	1/08/22	147		Nokian Tyres	100	9,221	11.628	9.535	14.180	2.552	22	130,765	64
1/08/22		26/12/22	147		- cash -
	26/12/22	16/01/23	21		Tesla Motors	100	1,281	102.001	100.350	103.679	1.678	2	132,914	33
16/01/23		17/09/25	975		- cash -
accum	17/07/06	16/01/23	1729	days out of 7198 invested (24%)							1,229		132,914	73

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Grammer	short	19/11/07	23/03/09	490	11.45	3.50	37.41	25.96	226.80
		10/08/15	30/11/15	112	17.14	19.94	14.33	-2.80	-16.36	173.34
Tata Motors		4/06/18	11/03/19	280	0.32	0.19	0.53	0.21	66.56	66.56
Fiat Chrysler		15/08/11	2/01/12	140	2.90	2.06	4.07	1.17	40.53
		11/01/16	18/01/16	7	5.47	4.94	6.06	0.59	10.82	55.74
Peugeot		2/07/12	3/09/12	63	4.97	3.91	6.32	1.35	27.16	27.16
Nokian Tyres		7/03/22	1/08/22	147	11.63	9.54	14.18	2.55	21.95	21.95
Renault		2/03/20	3/08/20	154	22.40	18.89	26.56	4.16	18.60	18.60
Leoni		14/12/15	21/12/15	7	24.13	26.26	22.01	-2.12	-8.80
		8/02/16	22/02/16	14	22.50	21.07	24.03	1.53	6.80
		28/03/16	6/06/16	70	22.01	22.75	21.28	-0.73	-3.33
		3/06/19	21/10/19	140	11.56	10.37	12.90	1.34	11.55	5.03
Tesla Motors		26/12/22	16/01/23	21	102.00	100.35	103.68	1.68	1.64	1.64
Kia		17/07/06	9/10/06	84	0.01	0.01	0.01	-0.00	-4.45	-4.45

Annotations

28/03/24	Suzuki Motor	stock split 1:4 (four for one)
28/09/23	Denso	stock split 1:4 (four for one)
	Honda Motor	stock split 1:3 (three for one)
25/08/22	Tesla Motors	stock split 1:3 (three for one)
16/06/22	Michelin	stock split 1:4 (four for one)
4/04/22	Hella	acquired by Faurecia
29/09/21	Toyota	stock split 1:5 (five for one)
16/09/21	Continental	spin-off drive technology: one additional Vitesco for five Continental
29/06/18	Autoliv	spin-off of Veoneer
22/06/18	Pirelli	returns
21/12/17	Mahindra & Mahindra	stock split 1:2 (two for one)
6/06/16	Valeo	stock split 1:3 (three for one)
4/06/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
18/01/16	Autoindustrie	Montupet drops out (acquisition by Linamar)
21/12/15	Schaeffler	entry (SDAX)
2/11/15	Pirelli	drops out due to acquisition by CNCC
14/03/15	Automotive	completely re-analyzed, excellent performing Mixed Cut
19/01/15	Hella	entry


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