Share-o-matic - Assessment NZX 50 (NZX 50 Index)

Assessment - NZX 50 Index - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		NZX 50	11,755.200	Fri	0.07	11,820.800	-0.55	11,261.200	559.600	4.97	1.53
		Gentrack	8.230	Fri	-0.24	8.250	-0.24	5.240	3.010	57.44	55.60
	L	a2 Milk	6.830	Fri	0.29	6.680	2.25	4.320	2.360	54.63	29.97
	L	Westpac Banking	29.210	Fri	1.11	29.800	-1.98	24.100	5.700	23.65	22.71
	L	Fisher & Paykel HC	28.850	Fri	0.52	28.900	-0.17	22.650	6.250	27.59	22.03
		Vista	1.830	Fri	3.39	1.810	1.10	1.350	0.460	34.07	14.82
		ANZ Banking NZ	31.900	Fri	1.85	31.000	2.90	28.140	2.860	10.16	12.28
	L	Meridian Energy (NS)	6.170	Fri	0.33	6.050	1.98	5.120	0.930	18.16	10.99
	L	Fonterra Shs Fund	3.580	Fri	-1.10	3.690	-2.98	3.160	0.530	16.77	9.10
		Summerset	10.200	Fri	-3.41	10.770	-5.29	9.900	0.870	8.79	7.32
		Sky Network Telev.	2.730	Fri	0.37	2.800	-2.50	2.860	-0.060	-2.10	6.31
	L	Contact Energy	8.860	Fri	0.68	8.560	3.50	8.100	0.460	5.68	5.66
		Infratil	10.650	Fri	0.28	10.700	-0.47	10.380	0.320	3.08	5.27
	L	New Zealand Exchange	1.130	Fri	-1.74	1.140	-0.88	1.000	0.140	14.00	4.12
		Turners Automotive	3.990	Fri	0.25	4.230	-5.67	4.160	0.070	1.68	4.01
		Mainfreight	68.500	Fri	-0.01	69.510	-1.45	57.500	12.010	20.89	3.03
	L	Sanford	4.010	Thu	-0.99	4.100	-2.20	4.000	0.100	2.50	2.83
		Goodman Property	2.210	Fri	0.23	2.215	-0.23	2.045	0.170	8.31	1.89
		Channel Infra	1.540	Fri	1.32	1.520	1.32	1.460	0.060	4.11	1.24
		Mercury	6.400	Fri	-1.54	6.450	-0.78	6.130	0.320	5.22	0.71
		Scales	3.100	Fri	1.64	3.200	-3.13	3.100	0.100	3.23	0.42
		Hallenstein Glasson	5.470	Fri	-1.44	5.910	-7.45	5.850	0.060	1.03	-0.06
	L	Freightways	8.200	Fri	-1.80	8.450	-2.96	7.960	0.490	6.16	-0.23
	L	Ebos	34.850	Fri	1.46	35.500	-1.83	37.900	-2.400	-6.33	-3.15
	S	Argosy Property	1.120	Fri	1.82	1.090	2.75	1.090	0.000	0.00	-3.53
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	S	Precinct Properties	1.160	Fri	-1.28	1.170	-0.85	1.150	0.020	1.74	-3.66
		Property for Indust.	2.200	Fri	-1.79	2.195	0.23	2.210	-0.015	-0.68	-3.70
	S	Auckland Int Airport	7.790	Fri	-1.02	7.900	-1.39	7.860	0.040	0.51	-3.79
		Vital Healthcare	2.020	Fri	-1.94	2.100	-3.81	2.010	0.090	4.48	-3.86
		Vulcan Steel	7.290	Fri	4.14	7.870	-7.37	7.900	-0.030	-0.38	-4.62
		Vector	3.640	Fri	-1.36	3.640		3.710	-0.070	-1.89	-5.56
		Manawa Energy	4.200	Fri	-1.18	4.220	-0.47	4.260	-0.040	-0.94	-5.97
	S	Genesis Energy	2.265	Fri	1.80	2.315	-2.16	2.420	-0.105	-4.34	-8.00
		Stride Property	1.230	Fri	-2.38	1.240	-0.81	1.290	-0.050	-3.88	-8.26
	S	Chorus	7.190	Fri	0.56	7.230	-0.55	7.450	-0.220	-2.95	-8.34
	S	Skellerup	3.950	Fri	1.28	4.200	-5.95	4.820	-0.620	-12.86	-9.17
	S	Kiwi Property	0.815	Fri	-0.61	0.785	3.82	0.800	-0.015	-1.88	-9.21
	S	Arvida	0.990	Fri		1.020	-2.94	1.150	-0.130	-11.30	-9.77
	S	Serko	3.150	Fri	-1.56	3.410	-7.62	4.250	-0.840	-19.76	-10.09
	L	Investore Property	1.110	Fri	0.91	1.100	0.91	1.200	-0.100	-8.33	-10.38
	S	Spark New Zealand	4.380	Fri	1.15	4.490	-2.45	5.060	-0.570	-11.26	-10.97
	S	Port of Tauranga	4.800	Fri	-0.41	4.830	-0.62	5.200	-0.370	-7.12	-14.21
		Skycity Entertainm.	1.740	Fri	3.57	1.700	2.35	1.940	-0.240	-12.37	-15.29
	S	Warehouse	1.280	Fri	2.40	1.330	-3.76	1.800	-0.470	-26.11	-18.37
		Oceania Healthcare	0.560	Fri	-3.45	0.550	1.82	0.710	-0.160	-22.54	-21.84
	S	Fletcher Building	3.510	Fri	1.15	3.600	-2.50	4.520	-0.920	-20.35	-22.06
	S	Air New Zealand	0.555	Fri		0.520	6.73	0.675	-0.155	-22.96	-24.18
	S	Ryman Healthcare	3.670	Fri	-2.65	3.890	-5.66	5.800	-1.910	-32.93	-30.99
	S	Heartland	1.000	Fri		1.010	-0.99	1.660	-0.650	-39.16	-32.44
		KMD Brands	0.460	Fri	-3.16	0.500	-8.00	0.900	-0.400	-44.44	-34.56
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	S	Tourism	1.970	Fri	-1.50	1.820	8.24	3.560	-1.740	-48.88	-48.60
NZX 50 - 50 out of 50 instruments rated - 5/06/24 / 11/06/23 - 24 did rise, Market-Ratio(26) = 48.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions NZX 50 Index * 26 - 60/40 (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		1/16/06	14		- cash -
long	1/16/06	9/25/06	252		Channel Infra	100	1,700	5.880	6.600		0.720	12	11,224	18
short	9/25/06	11/13/06	49		Spark New Zealand	100	2,640	4.250	4.550	3.950	-0.300	-7	10,432	-42
long	11/13/06	11/12/07	364		Comvita	100	2,641	3.950	2.720		-1.230	-31	7,184	-31
short	11/12/07	5/25/09	560		Comvita	100	2,641	2.720	0.870	8.504	5.784	213	22,459	110
long	5/25/09	6/08/09	14		Xero	100	17,967	1.250	1.250		0.000	0	22,459	0
short	6/08/09	6/15/09	7		Tourism	100	45,834	0.490	0.470	0.511	0.021	4	23,417	783
long	6/15/09	5/17/10	336		a2 Milk	100	167,262	0.140	0.090		-0.050	-36	15,054	-38
short	5/17/10	11/08/10	175		Channel Infra	100	4,401	3.420	3.630	3.210	-0.210	-6	14,129	-12
long	11/08/10	11/14/11	371		Restaurant Brands	100	5,175	2.730	2.150		-0.580	-21	11,128	-21
short	11/14/11	2/06/12	84		Heartland	100	22,255	0.500	0.490	0.510	0.010	2	11,355	9
long	2/06/12	11/11/13	644		Comvita	100	4,205	2.700	3.650		0.950	35	15,350	19
short	11/11/13	5/19/14	189		Chorus	100	7,451	2.060	1.720	2.467	0.407	20	18,384	42
long	5/19/14	9/07/15	476		Tourism	100	16,126	1.140	1.990		0.850	75	32,091	53
short	9/07/15	12/07/15	91		Xero	100	2,359	13.600	18.270	8.930	-4.670	-34	21,074	-81
long	12/07/15	11/28/16	357		a2 Milk	100	18,325	1.150	2.420		1.270	110	44,347	114
short	11/28/16	5/01/17	154		TrustPower	100	9,965	4.450	4.820	4.080	-0.370	-8	40,660	-19
long	5/01/17	2/19/18	294		a2 Milk	100	11,854	3.430	9.280		5.850	171	110,006	244
short	2/19/18	5/28/18	98		Metro Perf Glass	100	126,443	0.870	0.890	0.850	-0.020	-2	107,477	-8
long	5/28/18	12/10/18	196		a2 Milk	100	9,979	10.770	10.570		-0.200	-2	105,481	-3
short	12/10/18	4/15/19	126		Metro Perf Glass	100	199,021	0.530	0.430	0.653	0.123	23	130,021	83
long	4/15/19	3/09/20	329		Chorus	100	21,332	6.095	7.470		1.375	23	159,352	25
short	3/09/20	9/14/20	189		Sky Network Telev.	100	31,245	5.100	1.530	17.000	11.900	233	531,168	923
long	9/14/20	1/24/22	497		Pushpay	100	275,931	1.925	1.160		-0.765	-40	320,080	-31
short	1/24/22	5/29/23	490		Pushpay	100	275,931	1.160	1.410	0.910	-0.250	-22	251,098	-17
5/29/23		4/08/24	315		- cash -
long	4/08/24	5/10/24	32		Gentrack	100	29,999	8.370	8.230		-0.140	-2	246,898	-18
accum	1/16/06	5/10/24	6375	days out of 6704 invested (95%)							2,369		246,898	20

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk	long	6/15/09	5/17/10	336	0.14	0.09		-0.05	-35.71
	long	12/07/15	11/28/16	357	1.15	2.42		1.27	110.43
	long	5/01/17	2/19/18	294	3.43	9.28		5.85	170.55
	long	5/28/18	12/10/18	196	10.77	10.57		-0.20	-1.86	259.21
Sky Network Telev.	short	3/09/20	9/14/20	189	5.10	1.53	17.00	11.90	233.33	233.33
Comvita	long	11/13/06	11/12/07	364	3.95	2.72		-1.23	-31.14
	short	11/12/07	5/25/09	560	2.72	0.87	8.50	5.78	212.64
	long	2/06/12	11/11/13	644	2.70	3.65		0.95	35.19	191.04
Tourism	short	6/08/09	6/15/09	7	0.49	0.47	0.51	0.02	4.27
	long	5/19/14	9/07/15	476	1.14	1.99		0.85	74.56	82.01
Chorus	short	11/11/13	5/19/14	189	2.06	1.72	2.47	0.41	19.77
	long	4/15/19	3/09/20	329	6.10	7.47		1.38	22.56	46.79
Metro Perf Glass	short	2/19/18	5/28/18	98	0.87	0.89	0.85	-0.02	-2.30
	short	12/10/18	4/15/19	126	0.53	0.43	0.65	0.12	23.26	20.43
Channel Infra	long	1/16/06	9/25/06	252	5.88	6.60		0.72	12.24
	short	5/17/10	11/08/10	175	3.42	3.63	3.21	-0.21	-6.14	5.35
Heartland	short	11/14/11	2/06/12	84	0.50	0.49	0.51	0.01	2.04	2.04
Gentrack	long	4/08/24	5/10/24	32	8.37	8.23		-0.14	-1.67	-1.67
Spark New Zealand	short	9/25/06	11/13/06	49	4.25	4.55	3.95	-0.30	-7.06	-7.06
TrustPower	short	11/28/16	5/01/17	154	4.45	4.82	4.08	-0.37	-8.31	-8.31
Restaurant Brands	long	11/08/10	11/14/11	371	2.73	2.15		-0.58	-21.25	-21.25
Xero	long	5/25/09	6/08/09	14	1.25	1.25		0.00	0.00
	short	9/07/15	12/07/15	91	13.60	18.27	8.93	-4.67	-34.34	-34.34
Pushpay	long	9/14/20	1/24/22	497	1.93	1.16		-0.77	-39.74
	short	1/24/22	5/29/23	490	1.16	1.41	0.91	-0.25	-21.55	-52.73

Annotations

2/22/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
6/05/23	NZX 50	Hallenstein Glasson replaces Pushpay
9/17/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
11/27/17	Vista	stock split 1:2 (two for one)
4/05/17	NZX 50	machine learning processed for all techniques
4/03/17	NZX 50	9 constituents exchanged since last analysis - the market has to be re-learnt.
	NZX 50	index adaption: Arvida, Sanford, Scales, Tourism and Vista replace Orion Health, Skellerup, Steel & Tube, Warehouse and Tower
10/18/16	Port of Tauranga	stock split 1:5 (five for one)
9/13/16	NZX 50	index adaption: Investore and NZ Refining for Nuplex and Pacific Edge
7/29/16	Mighty River Power	renames to Mercury NZ Limited
7/12/16	Stride Property	demerger of Investore 4:1 (one new Investore for four old Stride)
6/17/16	NZX 50	Tegel replaces Coats
4/14/16	NZX 50	Comvita replaces Diligent
4/11/16	NZX 50	instrument Diligent (DIL, NZDILE0001S9) deleted (acquisition by Insight Venture Partners)
12/31/15	Heartland	name change from Heartland New Zealand to Heartland Bank, ticker changes from HNZ to HBL
9/25/15	DNZ Property Fund	changes name to Stride Property
8/29/15	NZX 50	The alternating technique got caught in some traps recently, the dedicated techniques are operating more careful.
	NZX 50	complete analysis
7/14/15	NZX 50	Metro Performance Glass and Orion Health replace NZ Oil & Gas and OceanaGold
4/30/15	Meridian Energy (NS)	replaces MELCA.NZ


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