Share-o-matic - Portfolio

Tue, 30th Jun 2026, 9:07UTC

Assessment - NZX 50 Index in Pound sterling - 1/07/24 - RS = 9

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/04/24	prc diff	⇓ Δ9	⇓∅-RS
		NZX 50	5,896.363	12/08/24	0.31	5,660.243	4.17	5,672.482	-12.239	-0.22	1.04
	S	Arvida	0.783	12/08/24	0.62	0.437	79.12	0.509	-0.072	-14.22	-17.77
	S	Oceania Healthcare	0.370	12/08/24		0.259	42.59	0.281	-0.022	-7.69	-20.08
	L	Vista	1.450	12/08/24	5.23	1.080	34.22	0.871	0.209	24.01	35.91
	S	Ryman Healthcare	2.237	12/08/24	0.65	1.700	31.64	2.028	-0.328	-16.19	-32.80
	S	Skellerup	2.161	12/08/24	3.21	1.772	21.95	2.133	-0.361	-16.93	-17.97
	S	Warehouse	0.571	12/08/24	-0.83	0.471	21.43	0.643	-0.172	-26.78	-36.46
		New Zealand Exchange	0.605	12/08/24	0.80	0.504	20.00	0.557	-0.053	-9.49	-3.97
	S	Tourism	0.999	12/08/24	1.96	0.859	16.20	1.395	-0.535	-38.38	-42.94
	S	Summerset	5.233	12/08/24	-0.73	4.532	15.47	5.308	-0.775	-14.61	-7.96
	S	Freightways	4.297	12/08/24	1.24	3.754	14.45	3.975	-0.220	-5.54	-6.69
	S	KMD Brands	0.197	12/08/24	2.50	0.173	13.89	0.257	-0.084	-32.76	-46.43
	S	Investore Property	0.557	12/08/24		0.490	13.73	0.538	-0.048	-8.96	-13.88
		Port of Tauranga	2.602	12/08/24	-0.91	2.309	12.68	2.352	-0.042	-1.80	-11.86
	S	Ebos	17.337	12/08/24	0.11	15.436	12.32	16.690	-1.254	-7.51	-10.40
	S	Serko	1.752	12/08/24	0.27	1.560	12.31	1.509	0.051	3.40	-15.63
		Stride Property	0.624	12/08/24		0.562	11.11	0.600	-0.038	-6.35	-12.88
		Turners Automotive	2.069	12/08/24	1.17	1.877	10.23	2.085	-0.208	-9.97	-5.78
	S	Precinct Properties	0.600	12/08/24	0.81	0.545	10.13	0.562	-0.017	-2.99	-6.09
		Kiwi Property	0.432	12/08/24		0.394	9.76	0.397	-0.004	-0.95	-4.19
	L	Fisher & Paykel HC	15.743	12/08/24	0.89	14.379	9.48	13.324	1.055	7.92	23.82
	S	Heartland	0.509	12/08/24	0.95	0.466	9.28	0.505	-0.039	-7.71	-30.42
	S	Sky Network Telev.	1.272	12/08/24	-1.85	1.171	8.61	1.366	-0.195	-14.25	-7.71
	S	Vital Healthcare	0.907	12/08/24	-1.05	0.852	6.48	1.028	-0.176	-17.12	-17.24
	S	Argosy Property	0.521	12/08/24	0.93	0.490	6.37	0.524	-0.034	-6.48	-9.69
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/04/24	prc diff	⇓ Δ9	⇓∅-RS
	S	Spark New Zealand	2.074	12/08/24		1.964	5.62	2.242	-0.278	-12.42	-16.69
	S	Hallenstein Glasson	2.761	12/08/24	0.70	2.617	5.50	2.832	-0.216	-7.62	-6.67
	L	Mainfreight	34.856	12/08/24	-0.55	33.248	4.84	32.608	0.640	1.96	2.67
	S	Skycity Entertainm.	0.744	12/08/24	-0.64	0.711	4.73	0.857	-0.146	-17.07	-23.21
		Westpac Banking	14.653	12/08/24	0.07	14.067	4.16	13.543	0.524	3.87	16.46
	S	Air New Zealand	0.266	12/08/24	0.91	0.257	3.74	0.262	-0.005	-1.89	-18.03
	S	Fletcher Building	1.498	12/08/24	0.65	1.445	3.65	1.852	-0.407	-21.96	-30.18
	L	Sanford	1.968	12/08/24	-0.49	1.911	3.02	1.904	0.007	0.35	-0.16
	S	Genesis Energy	1.071	12/08/24	-1.11	1.039	3.00	1.085	-0.046	-4.23	-11.61
	L	Fonterra Shs Fund	2.012	12/08/24	2.20	1.954	2.95	1.757	0.198	11.24	19.01
	L	a2 Milk	3.577	12/08/24	0.95	3.481	2.76	3.089	0.391	12.67	36.79
		Channel Infra	0.730	12/08/24	0.66	0.711	2.70	0.738	-0.027	-3.70	-2.55
		Chorus	3.793	12/08/24	0.13	3.711	2.20	3.475	0.236	6.80	-0.44
	S	Property for Indust.	1.051	12/08/24	0.69	1.032	1.86	1.066	-0.034	-3.19	-4.98
	S	Goodman Property	0.975	12/08/24	-1.46	0.963	1.25	1.085	-0.123	-11.31	-8.10
	L	Manawa Energy	1.997	12/08/24	2.46	1.978	0.97	2.080	-0.102	-4.91	-7.03
		Vector	1.762	12/08/24		1.776	-0.81	1.771	0.006	0.32	-3.32
	S	Vulcan Steel	3.370	12/08/24	0.14	3.409	-1.13	3.704	-0.295	-7.96	-13.34
		Gentrack	4.849	12/08/24	2.02	4.945	-1.94	3.899	1.046	26.84	73.97
		ANZ Banking NZ	14.427	12/08/24	0.13	14.787	-2.44	14.733	0.054	0.37	8.32
	S	Auckland Int Airport	3.567	12/08/24	0.68	3.673	-2.88	3.737	-0.064	-1.71	-5.53
		Mercury	3.092	12/08/24	-2.13	3.222	-4.02	2.985	0.237	7.94	4.25
	L	Scales	1.608	12/08/24		1.680	-4.29	1.547	0.133	8.62	9.06
	L	Meridian Energy (NS)	3.025	12/08/24	1.29	3.169	-4.55	2.809	0.360	12.82	18.44
		Infratil	5.075	12/08/24	-0.75	5.353	-5.20	5.289	0.065	1.22	7.68
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/04/24	prc diff	⇓ Δ9	⇓∅-RS
	L	Contact Energy	4.023	12/08/24	0.84	4.379	-8.11	4.118	0.261	6.34	10.47
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 29/04/24 - 17 did rise, Market-Ratio(9) in GBP = 34.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 9 - B/S = 20/30

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

Transactions NZX 50 Index in Pound sterling * S9 - 20/30 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		20/08/07	595		- cash -
short	20/08/07	10/09/07	21		Skycity Entertainm.	100	6,829	1.464	1.516	1.413	-0.052	-4	9,647	-46
10/09/07		17/12/07	98		- cash -
	17/12/07	7/04/08	112		Comvita	100	9,420	1.024	0.598	1.754	0.730	71	16,521	477
7/04/08		30/06/08	84		- cash -
	30/06/08	11/08/08	42		a2 Milk	100	433,232	0.038	0.033	0.044	0.006	16	19,106	254
11/08/08		13/10/08	63		- cash -
	13/10/08	8/12/08	56		Tourism	100	51,670	0.370	0.233	0.587	0.217	59	30,320	1,929
8/12/08		15/12/08	7		- cash -
	15/12/08	5/01/09	21		Tourism	100	138,846	0.218	0.270	0.167	-0.052	-24	23,132	-99
5/01/09		9/02/09	35		- cash -
	9/02/09	16/02/09	7		Tourism	100	100,530	0.230	0.241	0.220	-0.010	-5	22,076	-91
16/02/09		31/05/10	469		- cash -
	31/05/10	26/07/10	56		Channel Infra	100	14,066	1.569	1.452	1.696	0.127	8	23,857	66
26/07/10		8/08/11	378		- cash -
	8/08/11	10/10/11	63		Heartland	100	81,486	0.293	0.257	0.333	0.040	14	27,127	110
10/10/11		31/10/16	1848		- cash -
	31/10/16	12/12/16	42		TrustPower	100	9,445	2.872	2.507	3.290	0.418	15	31,077	226
12/12/16		26/02/18	441		- cash -
	26/02/18	9/04/18	42		Metro Perf Glass	100	71,535	0.434	0.399	0.473	0.039	9	33,851	110
9/04/18		26/11/18	231		- cash -
	26/11/18	17/12/18	21		Metro Perf Glass	100	159,820	0.212	0.323	0.100	-0.112	-53	15,998	-100
17/12/18		2/03/20	441		- cash -
	2/03/20	11/05/20	70		Sky Network Telev.	100	6,167	2.594	1.004	6.702	4.108	158	41,330	14,004
11/05/20		29/11/21	567		- cash -
	29/11/21	13/12/21	14		Pushpay	100	60,260	0.686	0.711	0.661	-0.025	-4	39,820	-62
13/12/21		14/02/22	63		- cash -
	14/02/22	28/03/22	42		Pushpay	100	83,003	0.480	0.580	0.380	-0.100	-21	31,533	-87
28/03/22		30/05/22	63		- cash -
	30/05/22	18/07/22	49		Air New Zealand	100	92,221	0.342	0.324	0.360	0.018	5	33,237	48
18/07/22		3/10/22	77		- cash -
	3/10/22	21/11/22	49		EROAD	100	41,771	0.796	0.661	0.957	0.162	20	39,987	296
21/11/22		11/09/23	294		- cash -
	11/09/23	13/11/23	63		Pacific Edge	100	862,805	0.046	0.048	0.045	-0.002	-4	38,567	-19
13/11/23		30/06/26	960		- cash -
accum	20/08/07	13/11/23	770	days out of 7484 invested (10%)							286		38,567	90

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Sky Network Telev.	short	2/03/20	11/05/20	70	2.59	1.00	6.70	4.11	158.35	158.35
Comvita		17/12/07	7/04/08	112	1.02	0.60	1.75	0.73	71.25	71.25
EROAD		3/10/22	21/11/22	49	0.80	0.66	0.96	0.16	20.31	20.31
a2 Milk		30/06/08	11/08/08	42	0.04	0.03	0.04	0.01	15.64	15.64
Tourism		13/10/08	8/12/08	56	0.37	0.23	0.59	0.22	58.70
		15/12/08	5/01/09	21	0.22	0.27	0.17	-0.05	-23.71
		9/02/09	16/02/09	7	0.23	0.24	0.22	-0.01	-4.56	15.55
TrustPower		31/10/16	12/12/16	42	2.87	2.51	3.29	0.42	14.56	14.56
Heartland		8/08/11	10/10/11	63	0.29	0.26	0.33	0.04	13.70	13.70
Channel Infra		31/05/10	26/07/10	56	1.57	1.45	1.70	0.13	8.07	8.07
Air New Zealand		30/05/22	18/07/22	49	0.34	0.32	0.36	0.02	5.40	5.40
Skycity Entertainm.		20/08/07	10/09/07	21	1.46	1.52	1.41	-0.05	-3.53	-3.53
Pacific Edge		11/09/23	13/11/23	63	0.05	0.05	0.04	-0.00	-3.55	-3.55
Pushpay		29/11/21	13/12/21	14	0.69	0.71	0.66	-0.03	-3.65
		14/02/22	28/03/22	42	0.48	0.58	0.38	-0.10	-20.81	-23.70
Metro Perf Glass		26/02/18	9/04/18	42	0.43	0.40	0.47	0.04	8.93
		26/11/18	17/12/18	21	0.21	0.32	0.10	-0.11	-52.74	-48.52

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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