Share-o-matic - Portfolio

Thu, 8th Oct 2026, 10:30UTC

Assessment - Automotive Producers - 1/07/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		SOM Auto Makers	655.986	12/08/24	-0.43	729.682	-10.10	658.702	70.980	10.78	USD	7.07
	L	Mahindra & Mahindra	2,717.650	12/08/24	-1.15	2,875.850	-5.50	1,729.400	1,146.450	66.29	INR	71.22
		Bajaj Auto	9,710.850	12/08/24	-0.56	9,532.400	1.87	6,797.250	2,735.150	40.24	INR	60.07
		Kia	102,100.000	12/08/24	0.20	128,600.000	-20.61	100,000.000	28,600.000	28.60	KRW	37.80
	L	Hyundai Motor	243,500.000	12/08/24	0.21	286,000.000	-14.86	203,500.000	82,500.000	40.54	KRW	34.51
		Tata Motors	1,076.150	12/08/24	0.75	1,002.050	7.39	779.950	222.100	28.48	INR	33.28
		Traton	26.700	12/08/24		30.700	-13.03	21.320	9.380	44.00	EUR	32.61
	L	Eicher Motors	4,808.800	12/08/24	-0.45	4,635.550	3.74	4,143.500	492.050	11.88	INR	30.64
	L	General Motors	42.990	12/08/24	-1.13	46.680	-7.90	35.920	10.760	29.96	USD	30.39
		Renault	40.250	12/08/24	-0.72	48.250	-16.58	36.905	11.345	30.74	EUR	24.45
		Maruti Suzuki	12,273.200	12/08/24	0.40	12,108.700	1.36	10,302.300	1,806.400	17.53	INR	19.59
		Ferrari	385.700	12/08/24		382.200	0.92	305.200	77.000	25.23	EUR	18.71
		Suzuki Motor	1,626.000	9/08/24	0.31	1,833.500	-11.32	1,508.250	325.250	21.56	JPY	16.13
		Iveco	8.642	12/08/24	-0.21	10.635	-18.74	8.146	2.489	30.55	EUR	13.05
		Paccar	92.170	12/08/24	-0.74	101.840	-9.50	97.650	4.190	4.29	USD	12.78
		Toyota	2,447.500	9/08/24	-0.14	3,284.000	-25.47	2,590.500	693.500	26.77	JPY	6.66
		Volvo	255.700	12/08/24	-0.12	273.400	-6.47	261.350	12.050	4.61	SEK	6.58
		Daimler Truck	33.000	12/08/24	-0.87	37.230	-11.36	34.020	3.210	9.44	EUR	6.15
	L	BYD Company	213.600	12/08/24	-0.28	232.000	-7.93	214.400	17.600	8.21	HKD	5.14
		Isuzu Motors	2,021.500	9/08/24	0.50	2,219.500	-8.92	1,816.000	403.500	22.22	JPY	3.81
		Honda Motor	1,420.000	9/08/24	-0.14	1,760.500	-19.34	1,466.000	294.500	20.09	JPY	1.39
	L	Great Wall Motor	22.210	12/08/24	-0.31	25.280	-12.14	25.220	0.060	0.24	CNY	-0.27
	S	SAIC Motor Corp	13.740	12/08/24	-0.87	13.860	-0.87	13.530	0.330	2.44	CNY	-1.22
	S	Ford Motor	9.860	12/08/24	-2.38	12.760	-22.73	12.190	0.570	4.68	USD	-2.45
	S	Stellantis	13.980	12/08/24	-0.57	18.634	-24.98	21.150	-2.516	-11.90	EUR	-3.30
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
	S	Mercedes-Benz	57.480	12/08/24	-0.57	64.800	-11.30	62.550	2.250	3.60	EUR	-4.70
	S	Volkswagen	93.500	12/08/24	-0.47	106.050	-11.83	111.800	-5.750	-5.14	EUR	-8.53
	S	Mazda Motor	1,114.500	9/08/24	1.32	1,562.500	-28.67	1,523.500	39.000	2.56	JPY	-9.32
	S	Nissan Motor	410.200	9/08/24	-0.56	552.400	-25.74	554.200	-1.800	-0.32	JPY	-11.22
		Tesla Motors	197.490	12/08/24	-1.26	209.860	-5.89	248.480	-38.620	-15.54	USD	-12.07
	S	BMW	78.980	12/08/24	-0.90	89.140	-11.40	100.780	-11.640	-11.55	EUR	-12.27
	S	Mitsubishi Motors	386.000	9/08/24	1.05	457.900	-15.70	449.000	8.900	1.98	JPY	-16.70
	S	Hino Motors	446.500	9/08/24	-0.42	422.600	5.66	463.400	-40.800	-8.80	JPY	-18.25
	S	Porsche	65.680	12/08/24	-0.97	69.360	-5.31	79.900	-10.540	-13.19	EUR	-21.17
	S	Li Auto	77.000	12/08/24	-1.79	70.300	9.53	139.400	-69.100	-49.57	HKD	-42.82
Auto Makers - 34 out of 34 instruments rated - 1/07/24 / 1/01/24 - 26 did rise, Market-Ratio(26) = 76.47 %

Technical Chart

	Auto Makers RS = 26 - B/S = 60/40

3/01/22	scale up chart	1/07/24

Transactions Automotive Producers * 26 - 60/40 (2)

														⇐
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		13/08/07	588		- cash -
short	13/08/07	17/09/07	35		Mazda Motor	50	164	JPY	30.400	26.570	34.782	4.382	14	10,719	307
					Mahindra & Mahindra	50	308	INR	16.249	19.280	13.218	-3.031	-19	9,785	-88
100							-2							-20
long	17/09/07	12/11/07	56		Volkswagen	50	53	EUR	92.200	115.330		23.130	25	11,011	330
					SAIC Motor Corp	50	212	CNY	23.030	16.530		-6.500	-28	9,633	-88
100							-2							-10
short	12/11/07	20/04/09	525		Toyota	50	394	JPY	12.200	7.550	19.714	7.514	62	12,593	40
					Kia	50	477	KRW	10.100	10.250	9.950	-0.150	-1	12,522	-1
100							30							20
long	20/04/09	23/05/11	763		SAIC Motor Corp	50	723	CNY	8.650	16.010		7.360	85	17,843	34
					Maruti Suzuki	50	78	INR	80.225	121.560		41.335	52	21,067	22
100							68							28
short	23/05/11	6/02/12	259		Mazda Motor	50	1,109	JPY	9.490	6.960	12.940	3.450	36	24,893	55
					Mitsubishi Motors	50	1,098	JPY	9.600	9.620	9.580	-0.020	0	24,871	0
100							18							26
long	6/02/12	23/07/12	168		Hino Motors	50	2,364	JPY	5.260	5.200		-0.060	-1	24,729	-2
					Tata Motors	50	495	INR	25.105	21.600		-3.505	-14	22,994	-28
100							-8							-16
short	23/07/12	19/11/12	119		Peugeot	50	2,137	EUR	5.380	3.865	7.489	2.109	39	27,501	176
					Mazda Motor	50	2,538	JPY	4.530	6.110	2.950	-1.580	-35	23,491	-73
100							2							7
long	19/11/12	17/08/15	1001		Mahindra & Mahindra	50	246	INR	47.708	67.585		19.878	42	28,381	14
					Maruti Suzuki	50	78	INR	149.415	454.235		304.820	204	52,157	50
100							123							34
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	17/08/15	8/08/16	357		Hyundai Motor	50	181	KRW	143.500	133.000	154.829	11.329	8	54,207	8
					Tata Motors	50	735	INR	35.595	51.455	19.735	-15.860	-45	42,550	-45
100							-18							-19
long	8/08/16	24/10/16	77		SAIC Motor Corp	50	904	CNY	23.520	22.200		-1.320	-6	41,357	-24
					Tata Motors	50	413	INR	51.455	54.750		3.295	6	42,718	34
100							0							2
short	24/10/16	7/11/16	14		Fiat Chrysler	50	3,714	EUR	5.750	6.670	4.830	-0.920	-16	39,301	-99
					Mitsubishi Motors	50	4,404	JPY	4.850	5.850	3.850	-1.000	-21	34,897	-100
100							-18							-99
long	7/11/16	21/08/17	287		Maruti Suzuki	50	29	INR	589.615	750.380		160.765	27	39,559	36
					Tata Motors	50	334	INR	53.195	37.535		-15.660	-29	34,328	-36
100							-2							-2
short	21/08/17	18/09/17	28		Ford Motor	50	1,623	USD	10.570	11.630	9.510	-1.060	-10	32,608	-75
					Tata Motors	50	457	INR	37.535	40.495	34.575	-2.960	-8	31,255	-66
100							-9							-71
long	18/09/17	7/05/18	231		Fiat Chrysler	50	1,108	EUR	14.100	19.228		5.128	36	36,937	63
					Ferrari	50	166	EUR	93.900	118.050		24.150	26	40,946	44
100							31							53
short	7/05/18	15/04/19	343		Tesla Motors	50	1,014	USD	20.185	17.759	22.942	2.757	14	43,742	15
					Tata Motors	50	611	INR	33.515	23.175	48.468	14.953	45	52,879	48
100							29							31
long	15/04/19	27/05/19	42		Peugeot	50	1,097	EUR	24.090	19.920		-4.170	-17	48,304	-81
					Kia	50	650	KRW	40.650	41.650		1.000	2	48,954	24
100							-7							-49
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	27/05/19	11/11/19	168		Tesla Motors	50	1,926	USD	12.709	23.006	2.411	-10.297	-81	29,121	-97
					Mitsubishi Motors	50	5,026	JPY	4.870	5.090	4.650	-0.220	-5	28,016	-10
100							-43							-70
long	11/11/19	9/03/20	119		Tesla Motors	50	608	USD	23.006	40.533		17.527	76	38,672	468
					Ferrari	50	94	EUR	148.700	124.700		-24.000	-16	36,416	-42
100							30							124
short	9/03/20	7/09/20	182		Renault	50	926	EUR	19.660	25.160	14.160	-5.500	-28	31,323	-48
					Nissan Motor	50	4,679	JPY	3.892	4.199	3.585	-0.307	-8	29,887	-15
100							-18							-33
long	7/09/20	20/09/21	378		Tesla Motors	50	107	USD	139.440	243.390		103.950	75	41,010	71
					Hyundai Motor	50	88	KRW	170.000	209.000		39.000	23	44,442	22
100							49							47
short	20/09/21	27/09/21	7		Paccar	50	278	USD	79.870	81.560	78.180	-1.690	-2	43,972	-67
					Renault	50	790	EUR	28.125	31.510	24.740	-3.385	-12	41,298	-100
100							-7							-98
long	27/09/21	6/12/21	70		Isuzu Motors	50	1,380	JPY	14.960	15.060		0.100	1	41,436	4
					Tata Motors	50	622	INR	33.165	46.720		13.555	41	49,867	497
100							21							167
short	6/12/21	17/01/22	42		Traton	50	1,191	EUR	20.920	23.300	18.540	-2.380	-11	47,032	-65
					Bajaj Auto	50	76	INR	324.975	348.975	300.975	-24.000	-7	45,208	-49
100							-9							-58
long	17/01/22	7/03/22	49		Ford Motor	50	897	USD	25.190	15.970		-9.220	-37	36,938	-97
					Tata Motors	50	430	INR	52.500	39.400		-13.100	-25	31,305	-88
100							-31							-94
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/03/22	5/09/22	182		Volkswagen	50	114	EUR	136.740	143.500	129.980	-6.760	-5	30,534	-10
					Renault	50	717	EUR	21.890	27.760	16.020	-5.870	-27	26,325	-47
100							-16							-29
long	5/09/22	26/09/22	21		Mitsubishi Motors	50	2,285	JPY	5.760	5.830		0.070	1	26,485	23
					Mahindra & Mahindra	50	99	INR	132.055	123.640		-8.415	-6	25,652	-68
100							-3							-36
short	26/09/22	7/11/22	42		Traton	50	1,016	EUR	12.620	14.000	11.240	-1.380	-11	24,250	-63
					Ford Motor	50	1,070	USD	11.990	13.700	10.280	-1.710	-14	22,421	-74
100							-13							-69
long	7/11/22	27/02/23	112		Mitsubishi Motors	50	1,751	JPY	6.400	5.460		-0.940	-15	20,775	-40
					Mahindra & Mahindra	50	82	INR	135.130	125.740		-9.390	-7	20,005	-21
100							-11							-31
short	27/02/23	3/04/23	35		Lucid	50	1,141	USD	8.760	7.900	9.714	0.954	11	21,093	194
					Rivian Automotive	50	542	USD	18.450	15.230	22.351	3.901	21	23,207	639
100							16							371
long	3/04/23	12/08/24	497		Renault	50	302	EUR	38.360	40.250		1.890	5	23,778	4
					Iveco	50	1,369	EUR	8.488	8.642		0.154	2	23,989	1
100							3							2
accum	13/08/07	12/08/24	6996	days out of 7584 invested (92%)								140		23,989	5

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Maruti Suzuki	long	20/04/09	23/05/11	763	80.23	121.56		41.34	51.52	50	25.76
	long	19/11/12	17/08/15	1001	149.42	454.24		304.82	204.01		102.00
	long	7/11/16	21/08/17	287	589.62	750.38		160.77	27.27		13.63	188.68
Toyota	short	12/11/07	20/04/09	525	12.20	7.55	19.71	7.51	61.59		30.79	30.79
Tesla Motors	short	7/05/18	15/04/19	343	20.18	17.76	22.94	2.76	13.66		6.83
	short	27/05/19	11/11/19	168	12.71	23.01	2.41	-10.30	-81.03		-40.51
	long	11/11/19	9/03/20	119	23.01	40.53		17.53	76.19		38.09
	long	7/09/20	20/09/21	378	139.44	243.39		103.95	74.55		37.27	20.47
SAIC Motor Corp	long	17/09/07	12/11/07	56	23.03	16.53		-6.50	-28.22		-14.11
	long	20/04/09	23/05/11	763	8.65	16.01		7.36	85.09		42.54
	long	8/08/16	24/10/16	77	23.52	22.20		-1.32	-5.61		-2.81	18.99
Hyundai Motor	short	17/08/15	8/08/16	357	143.50	133.00	154.83	11.33	7.89		3.95
	long	7/09/20	20/09/21	378	170.00	209.00		39.00	22.94		11.47	15.87
Rivian Automotive	short	27/02/23	3/04/23	35	18.45	15.23	22.35	3.90	21.14		10.57	10.57
Volkswagen	long	17/09/07	12/11/07	56	92.20	115.33		23.13	25.09		12.54
	short	7/03/22	5/09/22	182	136.74	143.50	129.98	-6.76	-4.94		-2.47	9.76
Peugeot	short	23/07/12	19/11/12	119	5.38	3.87	7.49	2.11	39.20		19.60
	long	15/04/19	27/05/19	42	24.09	19.92		-4.17	-17.31		-8.66	9.25
Fiat Chrysler	short	24/10/16	7/11/16	14	5.75	6.67	4.83	-0.92	-16.00		-8.00
	long	18/09/17	7/05/18	231	14.10	19.23		5.13	36.37		18.18	8.73
Lucid	short	27/02/23	3/04/23	35	8.76	7.90	9.71	0.95	10.89		5.44	5.44
Mazda Motor	short	13/08/07	17/09/07	35	30.40	26.57	34.78	4.38	14.41		7.21
	short	23/05/11	6/02/12	259	9.49	6.96	12.94	3.45	36.35		18.18
	short	23/07/12	19/11/12	119	4.53	6.11	2.95	-1.58	-34.88		-17.44	4.60
Ferrari	long	18/09/17	7/05/18	231	93.90	118.05		24.15	25.72		12.86
	long	11/11/19	9/03/20	119	148.70	124.70		-24.00	-16.14		-8.07	3.75
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Mahindra & Mahindra	short	13/08/07	17/09/07	35	16.25	19.28	13.22	-3.03	-18.65		-9.33
	long	19/11/12	17/08/15	1001	47.71	67.59		19.88	41.67		20.83
	long	5/09/22	26/09/22	21	132.06	123.64		-8.41	-6.37		-3.19
	long	7/11/22	27/02/23	112	135.13	125.74		-9.39	-6.95		-3.47	2.39
Iveco	long	3/04/23	12/08/24	497	8.49	8.64		0.15	1.81		0.91	0.91
Kia	short	12/11/07	20/04/09	525	10.10	10.25	9.95	-0.15	-1.49		-0.74
	long	15/04/19	27/05/19	42	40.65	41.65		1.00	2.46		1.23	0.48
Isuzu Motors	long	27/09/21	6/12/21	70	14.96	15.06		0.10	0.67		0.33	0.33
Hino Motors	long	6/02/12	23/07/12	168	5.26	5.20		-0.06	-1.14		-0.57	-0.57
Paccar	short	20/09/21	27/09/21	7	79.87	81.56	78.18	-1.69	-2.12		-1.06	-1.06
Bajaj Auto	short	6/12/21	17/01/22	42	324.98	348.98	300.98	-24.00	-7.39		-3.69	-3.69
Nissan Motor	short	9/03/20	7/09/20	182	3.89	4.20	3.59	-0.31	-7.89		-3.94	-3.94
Traton	short	6/12/21	17/01/22	42	20.92	23.30	18.54	-2.38	-11.38		-5.69
	short	26/09/22	7/11/22	42	12.62	14.00	11.24	-1.38	-10.94		-5.47	-10.84
Mitsubishi Motors	short	23/05/11	6/02/12	259	9.60	9.62	9.58	-0.02	-0.21		-0.10
	short	24/10/16	7/11/16	14	4.85	5.85	3.85	-1.00	-20.62		-10.31
	short	27/05/19	11/11/19	168	4.87	5.09	4.65	-0.22	-4.52		-2.26
	long	5/09/22	26/09/22	21	5.76	5.83		0.07	1.22		0.61
	long	7/11/22	27/02/23	112	6.40	5.46		-0.94	-14.69		-7.34	-18.36
Tata Motors	long	6/02/12	23/07/12	168	25.11	21.60		-3.51	-13.96		-6.98
	short	17/08/15	8/08/16	357	35.60	51.46	19.74	-15.86	-44.56		-22.28
	long	8/08/16	24/10/16	77	51.46	54.75		3.30	6.40		3.20
	long	7/11/16	21/08/17	287	53.20	37.54		-15.66	-29.44		-14.72
	short	21/08/17	18/09/17	28	37.54	40.50	34.58	-2.96	-7.89		-3.94
	short	7/05/18	15/04/19	343	33.52	23.18	48.47	14.95	44.62		22.31
	long	27/09/21	6/12/21	70	33.17	46.72		13.56	40.87		20.44
	long	17/01/22	7/03/22	49	52.50	39.40		-13.10	-24.95		-12.48	-21.20
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Ford Motor	short	21/08/17	18/09/17	28	10.57	11.63	9.51	-1.06	-10.03		-5.01
	long	17/01/22	7/03/22	49	25.19	15.97		-9.22	-36.60		-18.30
	short	26/09/22	7/11/22	42	11.99	13.70	10.28	-1.71	-14.26		-7.13	-27.93
Renault	short	9/03/20	7/09/20	182	19.66	25.16	14.16	-5.50	-27.98		-13.99
	short	20/09/21	27/09/21	7	28.13	31.51	24.74	-3.39	-12.04		-6.02
	short	7/03/22	5/09/22	182	21.89	27.76	16.02	-5.87	-26.82		-13.41
	long	3/04/23	12/08/24	497	38.36	40.25		1.89	4.93		2.46	-28.28

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.


	is taking down something concerning