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

Assessment - Automotive Industry in Pound sterling - 7/01/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
		SOM Automotive	369.467	8/12/24	-0.24	407.948	-9.43	382.535	25.413	6.64	3.37
	L	Mahindra & Mahindra	25.772	8/12/24	-1.15	27.272	-5.50	15.552	11.721	75.37	64.60
		Bajaj Auto	92.090	8/12/24	-0.56	90.398	1.87	71.583	18.815	26.28	49.60
		Kia	58.403	8/12/24	0.20	73.561	-20.61	59.062	14.499	24.55	30.18
	L	Hyundai Motor	139.286	8/12/24	0.21	163.596	-14.86	115.641	47.955	41.47	31.34
		Tata Motors	10.205	8/12/24	0.75	9.503	7.39	7.975	1.528	19.16	31.75
		Traton	22.654	8/12/24		26.048	-13.03	19.249	6.799	35.32	32.86
	L	Eicher Motors	45.603	8/12/24	-0.45	43.960	3.74	34.792	9.167	26.35	20.91
	L	General Motors	34.006	8/12/24	-1.13	36.925	-7.90	27.891	9.034	32.39	27.33
		Renault	34.151	8/12/24	-0.72	40.939	-16.58	29.244	11.695	39.99	21.21
	L	GS Yuasa	11.544	8/09/24	2.70	15.436	-25.21	11.243	4.193	37.29	10.65
		Maruti Suzuki	116.389	8/12/24	0.40	114.829	1.36	94.745	20.084	21.20	11.18
		Pirelli	4.451	8/12/24	0.50	4.765	-6.59	4.407	0.358	8.12	10.72
		Ferrari	327.255	8/12/24		324.285	0.92	269.295	54.990	20.42	15.56
		Michelin	29.136	8/12/24	0.41	30.630	-4.88	26.495	4.135	15.61	13.65
		Suzuki Motor	7.960	8/09/24	0.31	8.976	-11.32	8.672	0.304	3.51	8.20
		Iveco	7.332	8/12/24	-0.21	9.023	-18.74	8.312	0.712	8.57	11.74
		Paccar	72.909	8/12/24	-0.74	80.558	-9.50	79.906	0.652	0.82	5.51
		Hella	73.223	8/12/24	0.23	72.884	0.47	70.073	2.811	4.01	10.18
		Toyota	11.982	8/09/24	-0.14	16.078	-25.47	15.932	0.146	0.91	4.78
		Volvo	19.022	8/12/24	-0.12	20.338	-6.47	18.600	1.738	9.35	9.65
		Daimler Truck	28.000	8/12/24	-0.87	31.589	-11.36	28.200	3.389	12.02	5.38
		Autoliv	74.643	8/12/24	0.10	84.790	-11.97	85.982	-1.193	-1.39	1.84
		Yokohama Rubber	15.103	8/09/24	2.88	17.571	-14.04	18.562	-0.991	-5.34	-2.45
		Bridgestone	27.328	8/09/24	-1.33	30.819	-11.33	34.267	-3.448	-10.06	-6.03
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
	L	BYD Company	21.636	8/12/24	-0.28	23.499	-7.93	18.781	4.718	25.12	4.50
		Isuzu Motors	9.897	8/09/24	0.50	10.866	-8.92	11.110	-0.244	-2.19	6.43
		Hyundai Mobis	124.985	8/12/24	2.82	141.574	-11.72	119.721	21.853	18.25	2.68
		Honda Motor	6.952	8/09/24	-0.14	8.619	-19.34	8.782	-0.163	-1.85	-0.71
	L	Great Wall Motor	2.412	8/12/24	-0.31	2.746	-12.14	2.324	0.422	18.15	-1.83
	S	SAIC Motor Corp	1.492	8/12/24	-0.87	1.505	-0.87	1.529	-0.023	-1.51	-5.55
	S	Ford Motor	7.800	8/12/24	-2.38	10.093	-22.73	9.103	0.991	10.89	4.98
	S	Schaeffler	3.942	8/12/24	0.17	4.535	-13.08	4.987	-0.452	-9.06	-6.75
	S	Stellantis	11.862	8/12/24	-0.57	15.810	-24.98	16.601	-0.791	-4.76	-6.67
	S	Nokian Tyres	6.772	8/12/24	-0.84	6.660	1.68	7.389	-0.729	-9.86	-5.17
	S	Mercedes-Benz	48.770	8/12/24	-0.57	54.981	-11.30	52.751	2.230	4.23	-3.80
	S	Denso	10.325	8/09/24	-0.19	12.372	-16.54	12.442	-0.071	-0.57	-5.93
		Xinyi Glass	0.765	8/12/24	-0.13	0.867	-11.80	0.687	0.180	26.16	-6.83
	L	Cdn Tire	85.919	8/12/24	-0.17	78.137	9.96	86.726	-8.589	-9.90	-8.58
	S	Volkswagen	79.332	8/12/24	-0.47	89.980	-11.83	98.852	-8.872	-8.98	-8.56
	S	Mazda Motor	5.456	8/09/24	1.32	7.650	-28.67	9.489	-1.840	-19.39	-9.98
	S	Nissan Motor	2.008	8/09/24	-0.56	2.704	-25.74	3.079	-0.375	-12.17	-13.31
		Tesla Motors	156.220	8/12/24	-1.26	166.005	-5.89	150.473	15.532	10.32	-1.30
	S	BMW	67.012	8/12/24	-0.90	75.633	-11.40	80.908	-5.275	-6.52	-11.91
	S	Mitsubishi Motors	1.890	8/09/24	1.05	2.242	-15.70	2.485	-0.243	-9.78	-14.54
	S	Continental	49.941	8/12/24	0.34	45.003	10.97	65.623	-20.620	-31.42	-22.40
	S	Hino Motors	2.186	8/09/24	-0.42	2.069	5.66	2.757	-0.688	-24.96	-23.07
	S	Magna	30.094	8/12/24	-1.88	33.007	-8.82	44.489	-11.482	-25.81	-22.33
	S	Vitesco Technologies	44.163	8/12/24	-0.10	50.781	-13.03	68.453	-17.672	-25.82	-22.58
	S	Porsche	55.728	8/12/24	-0.97	58.850	-5.31	65.419	-6.569	-10.04	-22.16
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
		Opmobility	7.246	8/12/24	-1.16	7.891	-8.17	9.181	-1.290	-14.05	-26.94
	S	LG Energy Solution	187.907	8/12/24	2.02	198.489	-5.33	223.183	-24.694	-11.06	-22.60
		Valeo	7.976	8/12/24	-0.95	8.523	-6.42	10.362	-1.839	-17.75	-26.54
		Forvia	7.777	8/12/24	0.17	9.757	-20.30	13.512	-3.754	-27.79	-32.74
	S	Li Auto	7.799	8/12/24	-1.79	7.121	9.53	11.031	-3.910	-35.45	-44.50
Automotive - 54 out of 54 instruments rated - 7/01/24 / 1/29/24 - 28 did rise, Market-Ratio(22) in GBP = 51.85 %

Technical Chart

	Automotive RS = 22 - B/S = 46/46

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

Transactions Automotive Industry in Pound sterling * S22 - 46 ex 13 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		7/10/06	189		- cash -
short	7/10/06	10/16/06	98		Kia	100	1,297,799	0.008	0.008	0.007	-0.001	-10	8,955	-34
10/16/06		9/10/07	329		- cash -
	9/10/07	9/17/07	7		Mazda Motor	100	74,971	0.119	0.115	0.124	0.005	4	9,319	699
9/17/07		11/12/07	56		- cash -
	11/12/07	1/21/08	70		Kia	100	1,748,888	0.005	0.005	0.005	-0.000	-2	9,094	-12
	1/21/08	3/30/09	434		Forvia	100	380	23.923	7.427	77.057	53.134	222	29,285	167
3/30/09		2/15/10	322		- cash -
	2/15/10	3/01/10	14		Mitsubishi Motors	100	349,528	0.084	0.092	0.075	-0.009	-10	26,285	-94
3/01/10		4/18/11	413		- cash -
	4/18/11	4/25/11	7		BYD Company	100	11,691	2.248	2.243	2.253	0.005	0	26,341	12
4/25/11		5/09/11	14		- cash -
	5/09/11	5/30/11	21		BYD Company	100	12,060	2.184	1.961	2.432	0.248	11	29,335	549
5/30/11		6/06/11	7		- cash -
	6/06/11	6/27/11	21		BYD Company	100	15,592	1.881	2.044	1.719	-0.163	-9	26,796	-79
6/27/11		8/01/11	35		- cash -
	8/01/11	11/14/11	105		BYD Company	100	12,889	2.079	1.675	2.580	0.501	24	33,254	112
	11/14/11	1/16/12	63		Stellantis	100	14,215	2.339	2.299	2.380	0.041	2	33,833	11
1/16/12		6/25/12	161		- cash -
	6/25/12	7/02/12	7		Forvia	100	3,424	9.880	10.798	8.962	-0.918	-9	30,690	-99
7/02/12		7/09/12	7		- cash -
	7/09/12	9/17/12	70		Mazda Motor	100	768,105	0.040	0.039	0.041	0.001	3	31,723	19
9/17/12		9/24/12	7		- cash -
	9/24/12	10/22/12	28		Mazda Motor	100	852,510	0.037	0.039	0.035	-0.002	-5	30,094	-50
10/22/12		8/11/14	658		- cash -
	8/11/14	8/18/14	7		Xinyi Glass	100	89,613	0.336	0.351	0.321	-0.015	-5	28,739	-91
8/18/14		10/27/14	70		- cash -
	10/27/14	11/03/14	7		Hyundai Motor	100	276,977	0.104	0.092	0.116	0.013	12	32,240	40,009
11/03/14		7/27/15	266		- cash -
	7/27/15	2/15/16	203		Tata Motors	100	85,274	0.378	0.322	0.444	0.066	18	37,888	34
	2/15/16	2/29/16	14		Great Wall Motor	100	44,748	0.847	0.900	0.793	-0.054	-6	35,490	-82
2/29/16		3/07/16	7		- cash -
	3/07/16	6/20/16	105		Great Wall Motor	100	37,295	0.952	0.893	1.015	0.063	7	37,840	25
6/20/16		6/27/16	7		- cash -
	6/27/16	7/04/16	7		Mitsubishi Motors	100	1,067,392	0.035	0.034	0.037	0.001	3	38,960	358
7/04/16		8/08/16	35		- cash -
	8/08/16	8/15/16	7		Mitsubishi Motors	100	1,090,852	0.036	0.036	0.035	-0.001	-2	38,071	-70
8/15/16		9/26/16	42		- cash -
	9/26/16	10/03/16	7		Mitsubishi Motors	100	1,041,037	0.037	0.036	0.037	0.001	2	38,935	222
10/03/16		8/14/17	315		- cash -
	8/14/17	8/28/17	14		Tata Motors	100	86,269	0.451	0.460	0.443	-0.009	-2	38,174	-40
8/28/17		3/26/18	210		- cash -
	3/26/18	4/16/18	21		Tata Motors	100	105,832	0.361	0.361	0.360	-0.001	0	38,100	-3
4/16/18		5/14/18	28		- cash -
	5/14/18	3/18/19	308		Tata Motors	100	108,032	0.353	0.193	0.645	0.293	83	69,703	105
3/18/19		3/25/19	7		- cash -
	3/25/19	4/01/19	7		Schaeffler	100	11,393	6.118	6.298	5.937	-0.181	-3	67,645	-79
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
4/01/19		5/20/19	49		- cash -
	5/20/19	5/27/19	7		Tesla Motors	100	6,292	10.750	10.018	11.534	0.785	7	72,583	3,843
5/27/19		6/03/19	7		- cash -
	6/03/19	7/15/19	42		Tesla Motors	100	7,706	9.419	13.502	5.336	-4.083	-43	41,119	-99
	7/15/19	10/21/19	98		Mitsubishi Motors	100	1,107,794	0.037	0.034	0.040	0.003	8	44,312	32
10/21/19		2/17/20	119		- cash -
	2/17/20	8/10/20	175		Renault	100	1,610	27.514	21.627	35.004	7.489	27	56,370	65
8/10/20		8/23/21	378		- cash -
	8/23/21	8/30/21	7		Valeo	100	2,750	20.494	20.456	20.533	0.039	0	56,476	10
8/30/21		9/20/21	21		- cash -
	9/20/21	9/27/21	7		Valeo	100	3,147	17.945	20.550	15.339	-2.605	-15	48,277	-100
9/27/21		11/29/21	63		- cash -
	11/29/21	12/27/21	28		Opmobility	100	2,653	18.192	19.230	17.153	-1.039	-6	45,521	-54
12/27/21		2/28/22	63		- cash -
	2/28/22	8/08/22	161		Nokian Tyres	100	3,200	14.224	9.460	21.386	7.162	50	68,440	152
8/08/22		9/26/22	49		- cash -
	9/26/22	11/14/22	49		Forvia	100	6,099	11.220	15.156	7.284	-3.936	-35	44,432	-96
11/14/22		12/19/22	35		- cash -
	12/19/22	1/30/23	42		Tesla Motors	100	361	123.011	116.175	130.250	7.239	6	47,045	64
1/30/23		2/13/23	14		- cash -
	2/13/23	2/20/23	7		Paccar	100	783	60.076	62.856	57.296	-2.780	-5	44,869	-92
2/20/23		12/25/23	308		- cash -
	12/25/23	1/08/24	14		Xinyi Glass	100	53,142	0.844	0.796	0.895	0.051	6	47,568	359
1/08/24		12/06/25	698		- cash -
accum	7/10/06	1/08/24	2289	days out of 7278 invested (31%)							376		47,568	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Tata Motors	short	7/27/15	2/15/16	203	0.38	0.32	0.44	0.07	17.52
		8/14/17	8/28/17	14	0.45	0.46	0.44	-0.01	-1.95
		3/26/18	4/16/18	21	0.36	0.36	0.36	-0.00	-0.20
		5/14/18	3/18/19	308	0.35	0.19	0.65	0.29	82.95	110.38
Forvia		1/21/08	3/30/09	434	23.92	7.43	77.06	53.13	222.10
		6/25/12	7/02/12	7	9.88	10.80	8.96	-0.92	-9.29
		9/26/22	11/14/22	49	11.22	15.16	7.28	-3.94	-35.08	89.67
Nokian Tyres		2/28/22	8/08/22	161	14.22	9.46	21.39	7.16	50.35	50.35
Renault		2/17/20	8/10/20	175	27.51	21.63	35.00	7.49	27.22	27.22
BYD Company		4/18/11	4/25/11	7	2.25	2.24	2.25	0.00	0.22
		5/09/11	5/30/11	21	2.18	1.96	2.43	0.25	11.36
		6/06/11	6/27/11	21	1.88	2.04	1.72	-0.16	-8.66
		8/01/11	11/14/11	105	2.08	1.68	2.58	0.50	24.10	26.52
Hyundai Motor		10/27/14	11/03/14	7	0.10	0.09	0.12	0.01	12.18	12.18
Mazda Motor		9/10/07	9/17/07	7	0.12	0.11	0.12	0.00	4.07
		7/09/12	9/17/12	70	0.04	0.04	0.04	0.00	3.37
		9/24/12	10/22/12	28	0.04	0.04	0.04	-0.00	-5.14	2.05
Stellantis		11/14/11	1/16/12	63	2.34	2.30	2.38	0.04	1.74	1.74
Xinyi Glass		8/11/14	8/18/14	7	0.34	0.35	0.32	-0.02	-4.50
		12/25/23	1/08/24	14	0.84	0.80	0.90	0.05	6.02	1.24
Great Wall Motor		2/15/16	2/29/16	14	0.85	0.90	0.79	-0.05	-6.33
		3/07/16	6/20/16	105	0.95	0.89	1.01	0.06	6.62	-0.13
Mitsubishi Motors		2/15/10	3/01/10	14	0.08	0.09	0.08	-0.01	-10.25
		6/27/16	7/04/16	7	0.04	0.03	0.04	0.00	2.96
		8/08/16	8/15/16	7	0.04	0.04	0.03	-0.00	-2.28
		9/26/16	10/03/16	7	0.04	0.04	0.04	0.00	2.27
		7/15/19	10/21/19	98	0.04	0.03	0.04	0.00	7.76	-0.48
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Schaeffler		3/25/19	4/01/19	7	6.12	6.30	5.94	-0.18	-2.95	-2.95
Paccar		2/13/23	2/20/23	7	60.08	62.86	57.30	-2.78	-4.63	-4.63
Opmobility		11/29/21	12/27/21	28	18.19	19.23	17.15	-1.04	-5.71	-5.71
Kia		7/10/06	10/16/06	98	0.01	0.01	0.01	-0.00	-10.45
		11/12/07	1/21/08	70	0.01	0.01	0.01	-0.00	-2.41	-12.61
Valeo		8/23/21	8/30/21	7	20.49	20.46	20.53	0.04	0.19
		9/20/21	9/27/21	7	17.94	20.55	15.34	-2.61	-14.52	-14.36
Tesla Motors		5/20/19	5/27/19	7	10.75	10.02	11.53	0.78	7.30
		6/03/19	7/15/19	42	9.42	13.50	5.34	-4.08	-43.35
		12/19/22	1/30/23	42	123.01	116.17	130.25	7.24	5.88	-35.64

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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