Share-o-matic - Portfolio

Wed, 24th Dec 2025, 9:04UTC

Christmas Eve

Assessment - Automotive Producers - 1/07/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	1/04/24	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Auto Makers	655.986	12/08/24	-0.43	729.682	-10.10	760.327	-30.645	-4.03	USD	7.07
	S	Li Auto	77.000	12/08/24	-1.79	70.300	9.53	121.300	-51.000	-42.04	HKD	-42.82
		Tata Motors	1,076.150	12/08/24	0.75	1,002.050	7.39	992.250	9.800	0.99	INR	33.28
	S	Hino Motors	446.500	9/08/24	-0.42	422.600	5.66	508.500	-85.900	-16.89	JPY	-18.25
	L	Eicher Motors	4,808.800	12/08/24	-0.45	4,635.550	3.74	3,946.650	688.900	17.46	INR	30.64
		Bajaj Auto	9,710.850	12/08/24	-0.56	9,532.400	1.87	9,042.150	490.250	5.42	INR	60.07
		Maruti Suzuki	12,273.200	12/08/24	0.40	12,108.700	1.36	12,569.600	-460.900	-3.67	INR	19.59
		Ferrari	385.700	12/08/24		382.200	0.92	404.000	-21.800	-5.40	EUR	18.71
	S	SAIC Motor Corp	13.740	12/08/24	-0.87	13.860	-0.87	15.270	-1.410	-9.23	CNY	-1.22
	S	Porsche	65.680	12/08/24	-0.97	69.360	-5.31	92.280	-22.920	-24.84	EUR	-21.17
	L	Mahindra & Mahindra	2,717.650	12/08/24	-1.15	2,875.850	-5.50	1,915.950	959.900	50.10	INR	71.22
		Tesla Motors	197.490	12/08/24	-1.26	209.860	-5.89	175.220	34.640	19.77	USD	-12.07
		Volvo	255.700	12/08/24	-0.12	273.400	-6.47	290.100	-16.700	-5.76	SEK	6.58
	L	General Motors	42.990	12/08/24	-1.13	46.680	-7.90	45.400	1.280	2.82	USD	30.39
	L	BYD Company	213.600	12/08/24	-0.28	232.000	-7.93	201.600	30.400	15.08	HKD	5.14
		Isuzu Motors	2,021.500	9/08/24	0.50	2,219.500	-8.92	2,048.000	171.500	8.37	JPY	3.81
		Paccar	92.170	12/08/24	-0.74	101.840	-9.50	123.100	-21.260	-17.27	USD	12.78
	S	Mercedes-Benz	57.480	12/08/24	-0.57	64.800	-11.30	73.810	-9.010	-12.21	EUR	-4.70
		Suzuki Motor	1,626.000	9/08/24	0.31	1,833.500	-11.32	1,749.500	84.000	4.80	JPY	16.13
		Daimler Truck	33.000	12/08/24	-0.87	37.230	-11.36	46.960	-9.730	-20.72	EUR	6.15
	S	BMW	78.980	12/08/24	-0.90	89.140	-11.40	106.960	-17.820	-16.66	EUR	-12.27
	S	Volkswagen	93.500	12/08/24	-0.47	106.050	-11.83	122.840	-16.790	-13.67	EUR	-8.53
	L	Great Wall Motor	22.210	12/08/24	-0.31	25.280	-12.14	23.800	1.480	6.22	CNY	-0.27
		Traton	26.700	12/08/24		30.700	-13.03	33.340	-2.640	-7.92	EUR	32.61
	L	Hyundai Motor	243,500.000	12/08/24	0.21	286,000.000	-14.86	227,500.000	58,500.000	25.71	KRW	34.51
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	1/04/24	prc diff	⇓ Δ13	Curr	⇓∅-RS
	S	Mitsubishi Motors	386.000	9/08/24	1.05	457.900	-15.70	494.100	-36.200	-7.33	JPY	-16.70
		Renault	40.250	12/08/24	-0.72	48.250	-16.58	46.795	1.455	3.11	EUR	24.45
		Iveco	8.642	12/08/24	-0.21	10.635	-18.74	13.800	-3.165	-22.93	EUR	13.05
		Honda Motor	1,420.000	9/08/24	-0.14	1,760.500	-19.34	1,850.500	-90.000	-4.86	JPY	1.39
		Kia	102,100.000	12/08/24	0.20	128,600.000	-20.61	108,700.000	19,900.000	18.31	KRW	37.80
	S	Ford Motor	9.860	12/08/24	-2.38	12.760	-22.73	13.290	-0.530	-3.99	USD	-2.45
	S	Stellantis	13.980	12/08/24	-0.57	18.634	-24.98	26.345	-7.711	-29.27	EUR	-3.30
		Toyota	2,447.500	9/08/24	-0.14	3,284.000	-25.47	3,639.000	-355.000	-9.76	JPY	6.66
	S	Nissan Motor	410.200	9/08/24	-0.56	552.400	-25.74	597.800	-45.400	-7.59	JPY	-11.22
	S	Mazda Motor	1,114.500	9/08/24	1.32	1,562.500	-28.67	1,722.500	-160.000	-9.29	JPY	-9.32
Auto Makers - 34 out of 34 instruments rated - 1/07/24 / 1/04/24 - 13 did rise, Market-Ratio(13) = 38.24 %

Technical Chart

	Auto Makers RS = 13 - B/S = 30/78

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

Transactions Automotive Producers * S13 - 30/78 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		12/06/06	161		- cash -
short	12/06/06	18/09/06	98		Ford Motor	100	1,477	USD	6.770	7.820	5.720	-1.050	-16	8,449	-47
18/09/06		20/08/07	336		- cash -
	20/08/07	30/03/09	588		Mazda Motor	100	298	JPY	28.270	9.040	88.406	60.136	213	26,370	103
30/03/09		7/03/11	707		- cash -
	7/03/11	5/12/11	273		Mazda Motor	100	2,590	JPY	10.180	7.000	14.805	4.625	45	38,347	65
5/12/11		14/05/12	161		- cash -
	14/05/12	3/12/12	203		Peugeot	100	5,503	EUR	6.968	3.826	12.690	5.722	82	69,837	194
3/12/12		27/10/14	693		- cash -
	27/10/14	19/01/15	84		Hyundai Motor	100	396	KRW	176.000	172.500	179.571	3.571	2	71,251	9
19/01/15		27/07/15	189		- cash -
	27/07/15	23/11/15	119		Tata Motors	100	1,886	INR	37.760	40.185	35.335	-2.425	-6	66,678	-18
23/11/15		11/01/16	49		- cash -
	11/01/16	30/05/16	140		Fiat Chrysler	100	9,102	EUR	7.325	6.395	8.390	1.065	15	76,373	42
30/05/16		27/06/16	28		- cash -
	27/06/16	10/10/16	105		Mitsubishi Motors	100	15,878	JPY	4.810	4.890	4.730	-0.080	-2	75,103	-6
10/10/16		19/03/18	525		- cash -
	19/03/18	4/11/19	595		Tata Motors	100	2,237	INR	33.570	17.220	65.444	31.874	95	146,405	51
4/11/19		3/02/20	91		- cash -
	3/02/20	8/06/20	126		Renault	100	4,200	EUR	34.855	26.355	46.096	11.241	32	193,619	125
8/06/20		23/08/21	441		- cash -
	23/08/21	22/11/21	91		SAIC Motor Corp	100	10,517	CNY	18.410	20.880	15.940	-2.470	-13	167,642	-44
22/11/21		7/02/22	77		- cash -
	7/02/22	6/06/22	119		Hyundai Motor	100	898	KRW	186.500	187.000	186.000	-0.500	0	167,193	-1
6/06/22		4/07/22	28		- cash -
	4/07/22	15/08/22	42		General Motors	100	5,193	USD	32.190	39.400	24.980	-7.210	-22	129,752	-89
15/08/22		30/10/23	441		- cash -
	30/10/23	19/02/24	112		Lucid	100	31,879	USD	4.070	3.710	4.465	0.395	10	142,341	35
19/02/24		24/12/25	674		- cash -
accum	12/06/06	19/02/24	2695	days out of 7296 invested (37%)								1,323		142,341	43

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Mazda Motor	short	20/08/07	30/03/09	588	28.27	9.04	88.41	60.14	212.72
		7/03/11	5/12/11	273	10.18	7.00	14.80	4.62	45.43	354.79
Tata Motors		27/07/15	23/11/15	119	37.76	40.19	35.34	-2.43	-6.42
		19/03/18	4/11/19	595	33.57	17.22	65.44	31.87	94.95	82.43
Peugeot		14/05/12	3/12/12	203	6.97	3.83	12.69	5.72	82.12	82.12
Renault		3/02/20	8/06/20	126	34.86	26.36	46.10	11.24	32.25	32.25
Fiat Chrysler		11/01/16	30/05/16	140	7.33	6.40	8.39	1.07	14.54	14.54
Lucid		30/10/23	19/02/24	112	4.07	3.71	4.46	0.39	9.70	9.70
Hyundai Motor		27/10/14	19/01/15	84	176.00	172.50	179.57	3.57	2.03
		7/02/22	6/06/22	119	186.50	187.00	186.00	-0.50	-0.27	1.76
Mitsubishi Motors		27/06/16	10/10/16	105	4.81	4.89	4.73	-0.08	-1.66	-1.66
SAIC Motor Corp		23/08/21	22/11/21	91	18.41	20.88	15.94	-2.47	-13.42	-13.42
Ford Motor		12/06/06	18/09/06	98	6.77	7.82	5.72	-1.05	-15.51	-15.51
General Motors		4/07/22	15/08/22	42	32.19	39.40	24.98	-7.21	-22.40	-22.40

Annotations

28/03/24	Suzuki Motor	stock split 1:4 (four for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
25/08/22	Tesla Motors	stock split 1:3 (three for one)
29/09/21	Toyota	stock split 1:5 (five for one)
21/12/17	Mahindra & Mahindra	stock split 1:2 (two for one)
13/03/15	Auto Producers	first full analysis, the Mixed Cut looks pretty good, no overlaps.


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