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

Assessment - NZX 50 Index in Pound sterling - 7/01/24 - RS = 10

		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
		NZX 50	5,896.363	8/12/24	0.31	5,660.243	4.17	5,678.227	-17.983	-0.32	1.04
	S	Arvida	0.783	8/12/24	0.62	0.437	79.12	0.508	-0.071	-13.96	-17.77
	S	Oceania Healthcare	0.370	8/12/24		0.259	42.59	0.292	-0.033	-11.28	-20.08
	L	Vista	1.450	8/12/24	5.23	1.080	34.22	0.891	0.189	21.23	35.91
	S	Ryman Healthcare	2.237	8/12/24	0.65	1.700	31.64	2.098	-0.399	-19.00	-32.80
	S	Skellerup	2.161	8/12/24	3.21	1.772	21.95	2.084	-0.312	-14.99	-17.97
	S	Warehouse	0.571	8/12/24	-0.83	0.471	21.43	0.685	-0.215	-31.32	-36.46
		New Zealand Exchange	0.605	8/12/24	0.80	0.504	20.00	0.551	-0.047	-8.50	-3.97
	S	Tourism	0.999	8/12/24	1.96	0.859	16.20	1.394	-0.535	-38.35	-42.94
	S	Summerset	5.233	8/12/24	-0.73	4.532	15.47	5.346	-0.814	-15.23	-7.96
	S	Freightways	4.297	8/12/24	1.24	3.754	14.45	4.187	-0.433	-10.33	-6.69
	S	KMD Brands	0.197	8/12/24	2.50	0.173	13.89	0.259	-0.086	-33.19	-46.43
	S	Investore Property	0.557	8/12/24		0.490	13.73	0.532	-0.042	-7.91	-13.88
		Port of Tauranga	2.602	8/12/24	-0.91	2.309	12.68	2.314	-0.005	-0.20	-11.86
	S	Ebos	17.337	8/12/24	0.11	15.436	12.32	16.758	-1.322	-7.89	-10.40
	S	Serko	1.752	8/12/24	0.27	1.560	12.31	1.634	-0.073	-4.48	-15.63
		Stride Property	0.624	8/12/24		0.562	11.11	0.613	-0.051	-8.39	-12.88
		Turners Automotive	2.069	8/12/24	1.17	1.877	10.23	2.180	-0.302	-13.88	-5.78
	S	Precinct Properties	0.600	8/12/24	0.81	0.545	10.13	0.570	-0.025	-4.41	-6.09
		Kiwi Property	0.432	8/12/24		0.394	9.76	0.400	-0.006	-1.58	-4.19
	L	Fisher & Paykel HC	15.743	8/12/24	0.89	14.379	9.48	12.666	1.713	13.52	23.82
	S	Heartland	0.509	8/12/24	0.95	0.466	9.28	0.508	-0.042	-8.29	-30.42
	S	Sky Network Telev.	1.272	8/12/24	-1.85	1.171	8.61	1.361	-0.189	-13.90	-7.71
	S	Vital Healthcare	0.907	8/12/24	-1.05	0.852	6.48	1.044	-0.192	-18.40	-17.24
	S	Argosy Property	0.521	8/12/24	0.93	0.490	6.37	0.549	-0.059	-10.72	-9.69
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
	S	Spark New Zealand	2.074	8/12/24		1.964	5.62	2.259	-0.295	-13.07	-16.69
	S	Hallenstein Glasson	2.761	8/12/24	0.70	2.617	5.50	2.759	-0.143	-5.17	-6.67
	L	Mainfreight	34.856	8/12/24	-0.55	33.248	4.84	33.295	-0.047	-0.14	2.67
	S	Skycity Entertainm.	0.744	8/12/24	-0.64	0.711	4.73	0.891	-0.180	-20.26	-23.21
		Westpac Banking	14.653	8/12/24	0.07	14.067	4.16	13.375	0.692	5.17	16.46
	S	Air New Zealand	0.266	8/12/24	0.91	0.257	3.74	0.273	-0.016	-5.93	-18.03
	S	Fletcher Building	1.498	8/12/24	0.65	1.445	3.65	1.902	-0.457	-24.02	-30.18
	L	Sanford	1.968	8/12/24	-0.49	1.911	3.02	1.916	-0.005	-0.28	-0.16
	S	Genesis Energy	1.071	8/12/24	-1.11	1.039	3.00	1.126	-0.086	-7.67	-11.61
	L	Fonterra Shs Fund	2.012	8/12/24	2.20	1.954	2.95	1.725	0.229	13.30	19.01
	L	a2 Milk	3.577	8/12/24	0.95	3.481	2.76	3.004	0.477	15.88	36.79
		Channel Infra	0.730	8/12/24	0.66	0.711	2.70	0.738	-0.027	-3.69	-2.55
		Chorus	3.793	8/12/24	0.13	3.711	2.20	3.559	0.152	4.27	-0.44
	S	Property for Indust.	1.051	8/12/24	0.69	1.032	1.86	1.068	-0.036	-3.38	-4.98
	S	Goodman Property	0.975	8/12/24	-1.46	0.963	1.25	1.073	-0.110	-10.29	-8.10
	L	Manawa Energy	1.997	8/12/24	2.46	1.978	0.97	2.189	-0.211	-9.65	-7.03
		Vector	1.762	8/12/24		1.776	-0.81	1.773	0.004	0.22	-3.32
	S	Vulcan Steel	3.370	8/12/24	0.14	3.409	-1.13	4.024	-0.615	-15.29	-13.34
		Gentrack	4.849	8/12/24	2.02	4.945	-1.94	3.832	1.113	29.03	73.97
		ANZ Banking NZ	14.427	8/12/24	0.13	14.787	-2.44	14.779	0.008	0.06	8.32
	S	Auckland Int Airport	3.567	8/12/24	0.68	3.673	-2.88	3.818	-0.145	-3.80	-5.53
		Mercury	3.092	8/12/24	-2.13	3.222	-4.02	3.071	0.151	4.91	4.25
	L	Scales	1.608	8/12/24		1.680	-4.29	1.533	0.147	9.61	9.06
	L	Meridian Energy (NS)	3.025	8/12/24	1.29	3.169	-4.55	2.836	0.333	11.73	18.44
		Infratil	5.075	8/12/24	-0.75	5.353	-5.20	5.179	0.175	3.37	7.68
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
	L	Contact Energy	4.023	8/12/24	0.84	4.379	-8.11	4.120	0.259	6.28	10.47
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 4/22/24 - 14 did rise, Market-Ratio(10) in GBP = 28.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 10 - B/S = 26/26

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

Transactions NZX 50 Index in Pound sterling * S10 - 26 ex 4 (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		8/06/07	581		- cash -
short	8/06/07	8/27/07	21		Turners Automotive	100	2,284	4.378	3.560	5.384	1.006	23	12,298	3,544
8/27/07		9/03/07	7		- cash -
	9/03/07	9/10/07	7		Turners Automotive	100	3,873	3.175	3.171	3.179	0.004	0	12,314	7
9/10/07		11/26/07	77		- cash -
	11/26/07	12/03/07	7		Turners Automotive	100	4,255	2.894	2.922	2.865	-0.029	-1	12,193	-40
12/03/07		12/10/07	7		- cash -
	12/10/07	12/24/07	14		Turners Automotive	100	3,919	3.111	3.060	3.163	0.052	2	12,397	54
12/24/07		1/07/08	14		- cash -
	1/07/08	3/31/08	84		Turners Automotive	100	4,309	2.877	2.095	3.950	1.074	37	17,022	297
3/31/08		4/14/08	14		- cash -
	4/14/08	4/21/08	7		Turners Automotive	100	9,942	1.712	1.715	1.709	-0.003	0	16,991	-9
4/21/08		6/23/08	63		- cash -
	6/23/08	8/04/08	42		Turners Automotive	100	14,797	1.148	0.632	2.085	0.937	82	30,855	17,756
8/04/08		10/13/08	70		- cash -
	10/13/08	12/08/08	56		Turners Automotive	100	150,587	0.205	0.230	0.180	-0.025	-12	27,030	-58
12/08/08		12/15/08	7		- cash -
	12/15/08	12/22/08	7		Tourism	100	123,780	0.218	0.246	0.190	-0.028	-13	23,568	-100
12/22/08		12/29/08	7		- cash -
	12/29/08	1/05/09	7		Tourism	100	85,203	0.277	0.270	0.283	0.007	2	24,130	242
1/05/09		2/16/09	42		- cash -
	2/16/09	2/23/09	7		Turners Automotive	100	162,745	0.148	0.144	0.153	0.004	3	24,819	334
2/23/09		2/15/10	357		- cash -
	2/15/10	2/22/10	7		Channel Infra	100	15,647	1.586	1.537	1.636	0.050	3	25,606	410
2/22/10		5/24/10	91		- cash -
	5/24/10	8/02/10	70		Channel Infra	100	16,168	1.584	1.416	1.771	0.187	12	28,633	79
8/02/10		8/01/11	364		- cash -
	8/01/11	9/05/11	35		Heartland	100	86,263	0.332	0.298	0.370	0.038	11	31,874	206
9/05/11		9/12/11	7		- cash -
	9/12/11	10/10/11	28		Heartland	100	111,836	0.285	0.257	0.316	0.030	11	35,285	276
10/10/11		12/26/11	77		- cash -
	12/26/11	1/09/12	14		Heartland	100	154,336	0.229	0.243	0.214	-0.014	-6	33,090	-81
1/09/12		1/23/12	14		- cash -
	1/23/12	1/30/12	7		Turners Automotive	100	85,204	0.388	0.393	0.384	-0.005	-1	32,676	-48
1/30/12		6/24/13	511		- cash -
	6/24/13	7/01/13	7		Chorus	100	27,783	1.176	1.231	1.121	-0.055	-5	31,148	-92
7/01/13		7/22/13	21		- cash -
	7/22/13	7/29/13	7		Chorus	100	22,630	1.376	1.484	1.269	-0.108	-8	28,709	-99
7/29/13		9/28/15	791		- cash -
	9/28/15	10/12/15	14		KMD Brands	100	48,824	0.588	0.661	0.515	-0.073	-12	25,164	-97
10/12/15		2/22/16	133		- cash -
	2/22/16	2/29/16	7		ANZ Banking NZ	100	2,103	11.964	11.466	12.485	0.520	4	26,258	820
2/29/16		10/31/16	245		- cash -
	10/31/16	11/21/16	21		Serko	100	106,888	0.246	0.198	0.305	0.059	24	32,601	4,197
11/21/16		2/26/18	462		- cash -
	2/26/18	4/16/18	49		Fletcher Building	100	9,538	3.418	3.218	3.630	0.212	6	34,623	57
4/16/18		10/29/18	196		- cash -
	10/29/18	11/05/18	7		Air New Zealand	100	25,534	1.356	1.525	1.186	-0.169	-13	30,295	-100
11/05/18		11/26/18	21		- cash -
	11/26/18	12/17/18	21		Fletcher Building	100	12,277	2.468	2.604	2.331	-0.136	-6	28,620	-63
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
12/17/18		3/02/20	441		- cash -
	3/02/20	4/06/20	35		Gentrack	100	29,237	0.979	0.657	1.459	0.481	49	42,669	6,339
	4/06/20	5/11/20	35		KMD Brands	100	126,258	0.338	0.522	0.154	-0.184	-54	19,469	-100
5/11/20		5/18/20	7		- cash -
	5/18/20	5/25/20	7		Sky Network Telev.	100	22,192	0.877	0.856	0.899	0.022	3	19,960	266
5/25/20		11/29/21	553		- cash -
	11/29/21	12/13/21	14		a2 Milk	100	6,289	3.173	3.028	3.326	0.152	5	20,919	240
12/13/21		1/24/22	42		- cash -
	1/24/22	2/07/22	14		Ryman Healthcare	100	3,902	5.360	4.860	5.912	0.552	10	23,071	1,186
2/07/22		2/21/22	14		- cash -
	2/21/22	4/04/22	42		Ryman Healthcare	100	5,058	4.561	4.807	4.314	-0.247	-5	21,824	-38
4/04/22		5/30/22	56		- cash -
	5/30/22	7/25/22	56		Air New Zealand	100	63,826	0.342	0.315	0.372	0.030	9	23,724	72
7/25/22		10/03/22	70		- cash -
	10/03/22	11/14/22	42		Serko	100	15,100	1.571	1.356	1.821	0.250	16	27,498	261
11/14/22		3/20/23	126		- cash -
	3/20/23	3/27/23	7		Ryman Healthcare	100	10,550	2.606	2.537	2.678	0.071	3	28,251	309
3/27/23		9/18/23	175		- cash -
	9/18/23	10/30/23	42		KMD Brands	100	74,911	0.377	0.398	0.356	-0.021	-6	26,654	-40
	10/30/23	11/06/23	7		a2 Milk	100	13,250	2.012	2.087	1.936	-0.075	-4	25,655	-86
11/06/23		11/13/23	7		- cash -
	11/13/23	11/27/23	14		a2 Milk	100	13,197	1.944	2.057	1.831	-0.113	-6	24,167	-79
11/27/23		6/03/24	189		- cash -
	6/03/24	8/12/24	70		Tourism	100	26,711	0.905	0.999	0.811	-0.094	-10	21,661	-44
accum	8/06/07	8/12/24	1429	days out of 7288 invested (20%)							117		21,661	22

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Turners Automotive	short	8/06/07	8/27/07	21	4.38	3.56	5.38	1.01	22.98
		9/03/07	9/10/07	7	3.18	3.17	3.18	0.00	0.13
		11/26/07	12/03/07	7	2.89	2.92	2.87	-0.03	-0.99
		12/10/07	12/24/07	14	3.11	3.06	3.16	0.05	1.67
		1/07/08	3/31/08	84	2.88	2.09	3.95	1.07	37.32
		4/14/08	4/21/08	7	1.71	1.72	1.71	-0.00	-0.18
		6/23/08	8/04/08	42	1.15	0.63	2.09	0.94	81.60
		10/13/08	12/08/08	56	0.20	0.23	0.18	-0.03	-12.40
		2/16/09	2/23/09	7	0.15	0.14	0.15	0.00	2.86
		1/23/12	1/30/12	7	0.39	0.39	0.38	-0.00	-1.25	174.56
Gentrack		3/02/20	4/06/20	35	0.98	0.66	1.46	0.48	49.09	49.09
Serko		10/31/16	11/21/16	21	0.25	0.20	0.31	0.06	24.15
		10/03/22	11/14/22	42	1.57	1.36	1.82	0.25	15.91	43.90
Heartland		8/01/11	9/05/11	35	0.33	0.30	0.37	0.04	11.32
		9/12/11	10/10/11	28	0.29	0.26	0.32	0.03	10.70
		12/26/11	1/09/12	14	0.23	0.24	0.21	-0.01	-6.22	15.56
Channel Infra		2/15/10	2/22/10	7	1.59	1.54	1.64	0.05	3.17
		5/24/10	8/02/10	70	1.58	1.42	1.77	0.19	11.82	15.37
Ryman Healthcare		1/24/22	2/07/22	14	5.36	4.86	5.91	0.55	10.29
		2/21/22	4/04/22	42	4.56	4.81	4.31	-0.25	-5.41
		3/20/23	3/27/23	7	2.61	2.54	2.68	0.07	2.74	7.18
ANZ Banking NZ		2/22/16	2/29/16	7	11.96	11.47	12.48	0.52	4.35	4.35
Sky Network Telev.		5/18/20	5/25/20	7	0.88	0.86	0.90	0.02	2.52	2.52
Fletcher Building		2/26/18	4/16/18	49	3.42	3.22	3.63	0.21	6.20
		11/26/18	12/17/18	21	2.47	2.60	2.33	-0.14	-5.53	0.33
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Air New Zealand		10/29/18	11/05/18	7	1.36	1.53	1.19	-0.17	-12.50
		5/30/22	7/25/22	56	0.34	0.31	0.37	0.03	8.71	-4.88
a2 Milk		11/29/21	12/13/21	14	3.17	3.03	3.33	0.15	4.80
		10/30/23	11/06/23	7	2.01	2.09	1.94	-0.08	-3.75
		11/13/23	11/27/23	14	1.94	2.06	1.83	-0.11	-5.80	-4.97
Chorus		6/24/13	7/01/13	7	1.18	1.23	1.12	-0.05	-4.67
		7/22/13	7/29/13	7	1.38	1.48	1.27	-0.11	-7.83	-12.14
Tourism		12/15/08	12/22/08	7	0.22	0.25	0.19	-0.03	-12.81
		12/29/08	1/05/09	7	0.28	0.27	0.28	0.01	2.38
		6/03/24	8/12/24	70	0.90	1.00	0.81	-0.09	-10.37	-19.99
KMD Brands		9/28/15	10/12/15	14	0.59	0.66	0.52	-0.07	-12.35
		4/06/20	5/11/20	35	0.34	0.52	0.15	-0.18	-54.37
		9/18/23	10/30/23	42	0.38	0.40	0.36	-0.02	-5.65	-62.27

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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