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

Assessment - NZX 50 Index - 1/07/24 - RS = 46

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
		NZX 50	12,281.200	12/08/24	0.31	11,789.400	4.17	11,826.400	-37.000	-0.31	0.59
		Gentrack	10.100	12/08/24	2.02	10.300	-1.94	4.190	6.110	145.82	69.30
	L	Vista	3.020	12/08/24	5.23	2.250	34.22	1.850	0.400	21.62	41.35
	L	a2 Milk	7.450	12/08/24	0.95	7.250	2.76	5.370	1.880	35.01	37.08
	L	Fisher & Paykel HC	32.790	12/08/24	0.89	29.950	9.48	23.560	6.390	27.12	26.97
	L	Fonterra Shs Fund	4.190	12/08/24	2.20	4.070	2.95	3.850	0.220	5.71	20.61
		Westpac Banking	30.520	12/08/24	0.07	29.300	4.16	23.770	5.530	23.26	15.98
	L	Meridian Energy (NS)	6.300	12/08/24	1.29	6.600	-4.55	5.525	1.075	19.46	13.20
	L	Contact Energy	8.380	12/08/24	0.84	9.120	-8.11	8.600	0.520	6.05	11.79
	L	Scales	3.350	12/08/24		3.500	-4.29	3.200	0.300	9.38	10.59
		ANZ Banking NZ	30.050	12/08/24	0.13	30.800	-2.44	27.290	3.510	12.86	9.73
		Infratil	10.570	12/08/24	-0.75	11.150	-5.20	9.970	1.180	11.84	5.77
	L	Sanford	4.100	12/08/24	-0.49	3.980	3.02	4.150	-0.170	-4.10	3.16
		Channel Infra	1.520	12/08/24	0.66	1.480	2.70	1.620	-0.140	-8.64	1.89
	L	Mainfreight	72.600	12/08/24	-0.55	69.250	4.84	66.850	2.400	3.59	1.72
		Mercury	6.440	12/08/24	-2.13	6.710	-4.02	6.520	0.190	2.91	1.05
	L	Manawa Energy	4.160	12/08/24	2.46	4.120	0.97	4.720	-0.600	-12.71	-1.88
	S	Goodman Property	2.030	12/08/24	-1.46	2.005	1.25	2.260	-0.255	-11.28	-2.56
		Turners Automotive	4.310	12/08/24	1.17	3.910	10.23	3.540	0.370	10.45	-2.67
	S	Property for Indust.	2.190	12/08/24	0.69	2.150	1.86	2.375	-0.225	-9.47	-3.26
		New Zealand Exchange	1.260	12/08/24	0.80	1.050	20.00	1.210	-0.160	-13.22	-3.76
		Chorus	7.900	12/08/24	0.13	7.730	2.20	8.550	-0.820	-9.59	-4.11
		Vector	3.670	12/08/24		3.700	-0.81	4.060	-0.360	-8.87	-4.20
	S	Freightways	8.950	12/08/24	1.24	7.820	14.45	8.450	-0.630	-7.46	-4.71
		Kiwi Property	0.900	12/08/24		0.820	9.76	0.930	-0.110	-11.83	-5.84
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
	S	Argosy Property	1.085	12/08/24	0.93	1.020	6.37	1.195	-0.175	-14.64	-5.94
	S	Precinct Properties	1.250	12/08/24	0.81	1.135	10.13	1.280	-0.145	-11.33	-6.38
	S	Hallenstein Glasson	5.750	12/08/24	0.70	5.450	5.50	5.920	-0.470	-7.94	-6.54
	S	Auckland Int Airport	7.430	12/08/24	0.68	7.650	-2.88	8.290	-0.640	-7.72	-8.17
		Stride Property	1.300	12/08/24		1.170	11.11	1.420	-0.250	-17.61	-8.30
	S	Vulcan Steel	7.020	12/08/24	0.14	7.100	-1.13	8.200	-1.100	-13.41	-8.39
	S	Summerset	10.900	12/08/24	-0.73	9.440	15.47	9.970	-0.530	-5.32	-8.99
	S	Sky Network Telev.	2.650	12/08/24	-1.85	2.440	8.61	2.490	-0.050	-2.01	-9.00
	S	Vital Healthcare	1.890	12/08/24	-1.05	1.775	6.48	2.330	-0.555	-23.82	-9.08
	S	Genesis Energy	2.230	12/08/24	-1.11	2.165	3.00	2.520	-0.355	-14.09	-10.47
	S	Ebos	36.110	12/08/24	0.11	32.150	12.32	35.990	-3.840	-10.67	-11.23
		Port of Tauranga	5.420	12/08/24	-0.91	4.810	12.68	6.020	-1.210	-20.10	-11.26
	S	Investore Property	1.160	12/08/24		1.020	13.73	1.350	-0.330	-24.44	-12.34
	S	Skellerup	4.500	12/08/24	3.21	3.690	21.95	4.080	-0.390	-9.56	-16.35
	S	Arvida	1.630	12/08/24	0.62	0.910	79.12	1.240	-0.330	-26.61	-17.05
	S	Spark New Zealand	4.320	12/08/24		4.090	5.62	5.150	-1.060	-20.58	-18.07
	S	Air New Zealand	0.555	12/08/24	0.91	0.535	3.74	0.770	-0.235	-30.52	-18.39
	S	Oceania Healthcare	0.770	12/08/24		0.540	42.59	0.760	-0.220	-28.95	-20.37
	S	Serko	3.650	12/08/24	0.27	3.250	12.31	3.950	-0.700	-17.72	-22.22
	S	Skycity Entertainm.	1.550	12/08/24	-0.64	1.480	4.73	2.280	-0.800	-35.09	-25.71
	S	Warehouse	1.190	12/08/24	-0.83	0.980	21.43	1.760	-0.780	-44.32	-30.44
	S	Ryman Healthcare	4.660	12/08/24	0.65	3.540	31.64	6.650	-3.110	-46.77	-31.33
	S	Heartland	1.060	12/08/24	0.95	0.970	9.28	1.720	-0.750	-43.60	-31.75
	S	Fletcher Building	3.120	12/08/24	0.65	3.010	3.65	5.530	-2.520	-45.57	-33.60
	S	KMD Brands	0.410	12/08/24	2.50	0.360	13.89	0.890	-0.530	-59.55	-37.71
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
	S	Tourism	2.080	12/08/24	1.96	1.790	16.20	3.430	-1.640	-47.81	-40.22
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 14/08/23 - 14 did rise, Market-Ratio(46) = 28.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 46 - B/S = 68/68

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

Transactions NZX 50 Index * L46 - 68/68 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		27/03/06	84		- cash -
long	27/03/06	29/05/06	63		Mainfreight	100	2,132	4.690	5.300	0.610	13	11,301	103
29/05/06		5/06/06	7		- cash -
	5/06/06	19/06/06	14		Mainfreight	100	1,961	5.760	5.300	-0.460	-8	10,398	-89
19/06/06		11/09/06	84		- cash -
	11/09/06	26/02/07	168		Ryman Healthcare	100	5,976	1.740	2.300	0.560	32	13,745	83
26/02/07		12/03/07	14		- cash -
	12/03/07	19/03/07	7		Air New Zealand	100	6,247	2.200	2.030	-0.170	-8	12,683	-98
19/03/07		26/03/07	7		- cash -
	26/03/07	20/08/07	147		Air New Zealand	100	5,636	2.250	2.350	0.100	4	13,247	11
20/08/07		27/08/07	7		- cash -
	27/08/07	17/09/07	21		a2 Milk	100	63,079	0.210	0.300	0.090	43	18,924	49,143
17/09/07		22/10/07	35		- cash -
	22/10/07	29/10/07	7		a2 Milk	100	86,017	0.220	0.230	0.010	5	19,784	915
29/10/07		12/10/09	714		- cash -
	12/10/09	26/10/09	14		Restaurant Brands	100	14,764	1.340	1.550	0.210	16	22,884	4,351
26/10/09		2/11/09	7		- cash -
	2/11/09	23/11/09	21		Restaurant Brands	100	15,358	1.490	1.480	-0.010	-1	22,731	-11
23/11/09		7/12/09	14		- cash -
	7/12/09	21/12/09	14		Restaurant Brands	100	14,206	1.600	1.650	0.050	3	23,441	123
21/12/09		28/12/09	7		- cash -
	28/12/09	24/05/10	147		Restaurant Brands	100	14,206	1.650	2.210	0.560	34	31,396	107
24/05/10		3/01/11	224		- cash -
	3/01/11	10/01/11	7		Xero	100	10,826	2.900	2.960	0.060	2	32,046	191
10/01/11		4/04/11	84		- cash -
	4/04/11	1/08/11	119		a2 Milk	100	228,899	0.140	0.200	0.060	43	45,780	199
1/08/11		13/08/12	378		- cash -
	13/08/12	21/10/13	434		Xero	100	8,976	5.100	26.500	21.400	420	237,866	300
21/10/13		28/10/13	7		- cash -
	28/10/13	2/12/13	35		Xero	100	8,288	28.700	33.510	4.810	17	277,732	403
2/12/13		7/07/14	217		- cash -
	7/07/14	21/07/14	14		Tourism	100	231,443	1.200	1.180	-0.020	-2	273,103	-35
21/07/14		28/07/14	7		- cash -
	28/07/14	11/08/14	14		Tourism	100	233,421	1.170	1.200	0.030	3	280,105	93
11/08/14		20/10/14	70		- cash -
	20/10/14	7/09/15	322		Tourism	100	200,075	1.400	1.990	0.590	42	398,150	49
7/09/15		14/09/15	7		- cash -
	14/09/15	21/09/15	7		Comvita	100	66,915	5.950	6.050	0.100	2	404,841	138
21/09/15		2/11/15	42		- cash -
	2/11/15	30/11/15	28		Comvita	100	63,059	6.420	8.250	1.830	29	520,239	2,529
30/11/15		21/12/15	21		- cash -
	21/12/15	28/12/15	7		a2 Milk	100	313,397	1.660	1.970	0.310	19	617,392	753,682
28/12/15		14/03/16	77		- cash -
	14/03/16	21/11/16	252		a2 Milk	100	331,931	1.860	2.070	0.210	11	687,098	17
21/11/16		28/11/16	7		- cash -
	28/11/16	19/12/16	21		a2 Milk	100	283,924	2.420	2.070	-0.350	-14	587,724	-93
19/12/16		2/01/17	14		- cash -
	2/01/17	30/01/17	28		Tourism	100	158,844	3.700	3.980	0.280	8	632,201	159
30/01/17		13/02/17	14		- cash -
	13/02/17	20/02/17	7		a2 Milk	100	243,154	2.600	2.480	-0.120	-5	603,022	-91
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
20/02/17		15/05/17	84		- cash -
	15/05/17	22/05/17	7		a2 Milk	100	174,789	3.450	3.490	0.040	1	610,014	82
22/05/17		28/08/17	98		- cash -
	28/08/17	5/02/18	161		a2 Milk	100	109,321	5.580	9.040	3.460	62	988,264	199
5/02/18		6/08/18	182		- cash -
	6/08/18	15/10/18	70		Vista	100	240,453	4.110	3.650	-0.460	-11	877,656	-46
15/10/18		2/09/19	322		- cash -
	2/09/19	2/03/20	182		Mercury	100	168,456	5.210	4.600	-0.610	-12	774,898	-22
2/03/20		25/01/21	329		- cash -
	25/01/21	4/10/21	252		Metro Perf Glass	100	1,937,244	0.400	0.400	0.000	0	774,898	0
4/10/21		27/10/26	1849		- cash -
accum	27/03/06	4/10/21	2590	days out of 7603 invested (34%)						7,649		774,898	85

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Xero	long	3/01/11	10/01/11	7	2.90	2.96	0.06	2.07
		13/08/12	21/10/13	434	5.10	26.50	21.40	419.61
		28/10/13	2/12/13	35	28.70	33.51	4.81	16.76	519.24
a2 Milk		27/08/07	17/09/07	21	0.21	0.30	0.09	42.86
		22/10/07	29/10/07	7	0.22	0.23	0.01	4.55
		4/04/11	1/08/11	119	0.14	0.20	0.06	42.86
		21/12/15	28/12/15	7	1.66	1.97	0.31	18.67
		14/03/16	21/11/16	252	1.86	2.07	0.21	11.29
		28/11/16	19/12/16	21	2.42	2.07	-0.35	-14.46
		13/02/17	20/02/17	7	2.60	2.48	-0.12	-4.62
		15/05/17	22/05/17	7	3.45	3.49	0.04	1.16
		28/08/17	5/02/18	161	5.58	9.04	3.46	62.01	276.79
Restaurant Brands		12/10/09	26/10/09	14	1.34	1.55	0.21	15.67
		2/11/09	23/11/09	21	1.49	1.48	-0.01	-0.67
		7/12/09	21/12/09	14	1.60	1.65	0.05	3.12
		28/12/09	24/05/10	147	1.65	2.21	0.56	33.94	58.70
Tourism		7/07/14	21/07/14	14	1.20	1.18	-0.02	-1.67
		28/07/14	11/08/14	14	1.17	1.20	0.03	2.56
		20/10/14	7/09/15	322	1.40	1.99	0.59	42.14
		2/01/17	30/01/17	28	3.70	3.98	0.28	7.57	54.21
Ryman Healthcare		11/09/06	26/02/07	168	1.74	2.30	0.56	32.18	32.18
Comvita		14/09/15	21/09/15	7	5.95	6.05	0.10	1.68
		2/11/15	30/11/15	28	6.42	8.25	1.83	28.50	30.66
Mainfreight		27/03/06	29/05/06	63	4.69	5.30	0.61	13.01
		5/06/06	19/06/06	14	5.76	5.30	-0.46	-7.99	3.98
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Metro Perf Glass		25/01/21	4/10/21	252	0.40	0.40	0.00	0.00	0.00
Air New Zealand		12/03/07	19/03/07	7	2.20	2.03	-0.17	-7.73
		26/03/07	20/08/07	147	2.25	2.35	0.10	4.44	-3.63
Vista		6/08/18	15/10/18	70	4.11	3.65	-0.46	-11.19	-11.19
Mercury		2/09/19	2/03/20	182	5.21	4.60	-0.61	-11.71	-11.71

Annotations

22/02/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
5/06/23	NZX 50	Hallenstein Glasson replaces Pushpay
17/09/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
27/11/17	Vista	stock split 1:2 (two for one)
5/04/17	NZX 50	machine learning processed for all techniques
3/04/17	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
18/10/16	Port of Tauranga	stock split 1:5 (five for one)
13/09/16	NZX 50	index adaption: Investore and NZ Refining for Nuplex and Pacific Edge
29/07/16	Mighty River Power	renames to Mercury NZ Limited
12/07/16	Stride Property	demerger of Investore 4:1 (one new Investore for four old Stride)
17/06/16	NZX 50	Tegel replaces Coats
14/04/16	NZX 50	Comvita replaces Diligent
11/04/16	NZX 50	instrument Diligent (DIL, NZDILE0001S9) deleted (acquisition by Insight Venture Partners)
31/12/15	Heartland	name change from Heartland New Zealand to Heartland Bank, ticker changes from HNZ to HBL
25/09/15	DNZ Property Fund	changes name to Stride Property
29/08/15	NZX 50	The alternating technique got caught in some traps recently, the dedicated techniques are operating more careful.
	NZX 50	complete analysis
14/07/15	NZX 50	Metro Performance Glass and Orion Health replace NZ Oil & Gas and OceanaGold
30/04/15	Meridian Energy (NS)	replaces MELCA.NZ


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