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

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

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
		NZX 50	12,281.200	12/08/24	0.31	11,789.400	4.17	11,916.200	-126.800	-1.06	0.59
		Gentrack	10.100	12/08/24	2.02	10.300	-1.94	8.190	2.110	25.76	69.30
	L	Vista	3.020	12/08/24	5.23	2.250	34.22	1.830	0.420	22.95	41.35
	L	a2 Milk	7.450	12/08/24	0.95	7.250	2.76	6.490	0.760	11.71	37.08
	L	Fisher & Paykel HC	32.790	12/08/24	0.89	29.950	9.48	27.990	1.960	7.00	26.97
	L	Fonterra Shs Fund	4.190	12/08/24	2.20	4.070	2.95	3.690	0.380	10.30	20.61
		Westpac Banking	30.520	12/08/24	0.07	29.300	4.16	28.450	0.850	2.99	15.98
	L	Meridian Energy (NS)	6.300	12/08/24	1.29	6.600	-4.55	5.900	0.700	11.86	13.20
	L	Contact Energy	8.380	12/08/24	0.84	9.120	-8.11	8.650	0.470	5.43	11.79
	L	Scales	3.350	12/08/24		3.500	-4.29	3.250	0.250	7.69	10.59
		ANZ Banking NZ	30.050	12/08/24	0.13	30.800	-2.44	30.950	-0.150	-0.48	9.73
		Infratil	10.570	12/08/24	-0.75	11.150	-5.20	11.110	0.040	0.36	5.77
	L	Sanford	4.100	12/08/24	-0.49	3.980	3.02	4.000	-0.020	-0.50	3.16
		Channel Infra	1.520	12/08/24	0.66	1.480	2.70	1.550	-0.070	-4.52	1.89
	L	Mainfreight	72.600	12/08/24	-0.55	69.250	4.84	68.500	0.750	1.09	1.72
		Mercury	6.440	12/08/24	-2.13	6.710	-4.02	6.270	0.440	7.02	1.05
	L	Manawa Energy	4.160	12/08/24	2.46	4.120	0.97	4.370	-0.250	-5.72	-1.88
	S	Goodman Property	2.030	12/08/24	-1.46	2.005	1.25	2.280	-0.275	-12.06	-2.56
		Turners Automotive	4.310	12/08/24	1.17	3.910	10.23	4.380	-0.470	-10.73	-2.67
	S	Property for Indust.	2.190	12/08/24	0.69	2.150	1.86	2.240	-0.090	-4.02	-3.26
		New Zealand Exchange	1.260	12/08/24	0.80	1.050	20.00	1.170	-0.120	-10.26	-3.76
		Chorus	7.900	12/08/24	0.13	7.730	2.20	7.300	0.430	5.89	-4.11
		Vector	3.670	12/08/24		3.700	-0.81	3.720	-0.020	-0.54	-4.20
	S	Freightways	8.950	12/08/24	1.24	7.820	14.45	8.350	-0.530	-6.35	-4.71
		Kiwi Property	0.900	12/08/24		0.820	9.76	0.835	-0.015	-1.80	-5.84
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	S	Argosy Property	1.085	12/08/24	0.93	1.020	6.37	1.100	-0.080	-7.27	-5.94
	S	Precinct Properties	1.250	12/08/24	0.81	1.135	10.13	1.180	-0.045	-3.81	-6.38
	S	Hallenstein Glasson	5.750	12/08/24	0.70	5.450	5.50	5.950	-0.500	-8.40	-6.54
	S	Auckland Int Airport	7.430	12/08/24	0.68	7.650	-2.88	7.850	-0.200	-2.55	-8.17
		Stride Property	1.300	12/08/24		1.170	11.11	1.260	-0.090	-7.14	-8.30
	S	Vulcan Steel	7.020	12/08/24	0.14	7.100	-1.13	7.780	-0.680	-8.74	-8.39
	S	Summerset	10.900	12/08/24	-0.73	9.440	15.47	11.150	-1.710	-15.34	-8.99
	S	Sky Network Telev.	2.650	12/08/24	-1.85	2.440	8.61	2.870	-0.430	-14.98	-9.00
	S	Vital Healthcare	1.890	12/08/24	-1.05	1.775	6.48	2.160	-0.385	-17.82	-9.08
	S	Genesis Energy	2.230	12/08/24	-1.11	2.165	3.00	2.280	-0.115	-5.04	-10.47
	S	Ebos	36.110	12/08/24	0.11	32.150	12.32	35.060	-2.910	-8.30	-11.23
		Port of Tauranga	5.420	12/08/24	-0.91	4.810	12.68	4.940	-0.130	-2.63	-11.26
	S	Investore Property	1.160	12/08/24		1.020	13.73	1.130	-0.110	-9.73	-12.34
	S	Skellerup	4.500	12/08/24	3.21	3.690	21.95	4.480	-0.790	-17.63	-16.35
	S	Arvida	1.630	12/08/24	0.62	0.910	79.12	1.070	-0.160	-14.95	-17.05
	S	Spark New Zealand	4.320	12/08/24		4.090	5.62	4.710	-0.620	-13.16	-18.07
	S	Air New Zealand	0.555	12/08/24	0.91	0.535	3.74	0.550	-0.015	-2.73	-18.39
	S	Oceania Healthcare	0.770	12/08/24		0.540	42.59	0.590	-0.050	-8.47	-20.37
	S	Serko	3.650	12/08/24	0.27	3.250	12.31	3.170	0.080	2.52	-22.22
	S	Skycity Entertainm.	1.550	12/08/24	-0.64	1.480	4.73	1.800	-0.320	-17.78	-25.71
	S	Warehouse	1.190	12/08/24	-0.83	0.980	21.43	1.350	-0.370	-27.41	-30.44
	S	Ryman Healthcare	4.660	12/08/24	0.65	3.540	31.64	4.260	-0.720	-16.90	-31.33
	S	Heartland	1.060	12/08/24	0.95	0.970	9.28	1.060	-0.090	-8.49	-31.75
	S	Fletcher Building	3.120	12/08/24	0.65	3.010	3.65	3.890	-0.880	-22.62	-33.60
	S	KMD Brands	0.410	12/08/24	2.50	0.360	13.89	0.540	-0.180	-33.33	-37.71
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	S	Tourism	2.080	12/08/24	1.96	1.790	16.20	2.930	-1.140	-38.91	-40.22
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 29/04/24 - 14 did rise, Market-Ratio(9) = 28.00 %
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 * 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	2,403	4.160	4.450	3.870	-0.290	-7	9,303	-72
10/09/07		17/12/07	98		- cash -
	17/12/07	7/04/08	112		Comvita	100	3,445	2.700	1.510	4.828	2.128	79	16,633	565
7/04/08		30/06/08	84		- cash -
	30/06/08	11/08/08	42		a2 Milk	100	166,334	0.100	0.090	0.111	0.011	11	18,480	150
11/08/08		13/10/08	63		- cash -
	13/10/08	8/12/08	56		Tourism	100	17,433	1.060	0.640	1.756	0.696	66	30,606	2,580
8/12/08		15/12/08	7		- cash -
	15/12/08	5/01/09	21		Tourism	100	51,010	0.600	0.670	0.530	-0.070	-12	27,035	-88
5/01/09		9/02/09	35		- cash -
	9/02/09	16/02/09	7		Tourism	100	42,242	0.640	0.660	0.620	-0.020	-3	26,191	-81
16/02/09		31/05/10	469		- cash -
	31/05/10	26/07/10	56		Channel Infra	100	7,841	3.340	3.080	3.622	0.282	8	28,401	70
26/07/10		8/08/11	378		- cash -
	8/08/11	10/10/11	63		Heartland	100	49,826	0.570	0.520	0.625	0.055	10	31,131	70
10/10/11		31/10/16	1848		- cash -
	31/10/16	12/12/16	42		TrustPower	100	6,340	4.910	4.420	5.454	0.544	11	34,582	149
12/12/16		26/02/18	441		- cash -
	26/02/18	9/04/18	42		Metro Perf Glass	100	41,665	0.830	0.770	0.895	0.065	8	37,278	92
9/04/18		26/11/18	231		- cash -
	26/11/18	17/12/18	21		Metro Perf Glass	100	93,194	0.400	0.600	0.200	-0.200	-50	18,639	-100
17/12/18		2/03/20	441		- cash -
	2/03/20	11/05/20	70		Sky Network Telev.	100	3,516	5.300	2.040	13.770	8.470	160	48,418	14,424
11/05/20		29/11/21	567		- cash -
	29/11/21	13/12/21	14		Pushpay	100	36,133	1.340	1.390	1.290	-0.050	-4	46,612	-63
13/12/21		14/02/22	63		- cash -
	14/02/22	28/03/22	42		Pushpay	100	47,562	0.980	1.100	0.860	-0.120	-12	40,904	-68
28/03/22		30/05/22	63		- cash -
	30/05/22	18/07/22	49		Air New Zealand	100	61,976	0.660	0.630	0.691	0.031	5	42,850	41
18/07/22		3/10/22	77		- cash -
	3/10/22	21/11/22	49		EROAD	100	27,293	1.570	1.280	1.926	0.356	23	52,558	358
21/11/22		11/09/23	294		- cash -
	11/09/23	13/11/23	63		Pacific Edge	100	536,310	0.098	0.100	0.096	-0.002	-2	51,486	-11
13/11/23		27/10/26	1079		- cash -
accum	20/08/07	13/11/23	770	days out of 7603 invested (10%)							415		51,486	117

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	5.30	2.04	13.77	8.47	159.80	159.80
Comvita		17/12/07	7/04/08	112	2.70	1.51	4.83	2.13	78.81	78.81
Tourism		13/10/08	8/12/08	56	1.06	0.64	1.76	0.70	65.62
		15/12/08	5/01/09	21	0.60	0.67	0.53	-0.07	-11.67
		9/02/09	16/02/09	7	0.64	0.66	0.62	-0.02	-3.13	41.73
EROAD		3/10/22	21/11/22	49	1.57	1.28	1.93	0.36	22.66	22.66
a2 Milk		30/06/08	11/08/08	42	0.10	0.09	0.11	0.01	11.10	11.10
TrustPower		31/10/16	12/12/16	42	4.91	4.42	5.45	0.54	11.09	11.09
Heartland		8/08/11	10/10/11	63	0.57	0.52	0.62	0.05	9.61	9.61
Channel Infra		31/05/10	26/07/10	56	3.34	3.08	3.62	0.28	8.44	8.44
Air New Zealand		30/05/22	18/07/22	49	0.66	0.63	0.69	0.03	4.76	4.76
Pacific Edge		11/09/23	13/11/23	63	0.10	0.10	0.10	-0.00	-2.04	-2.04
Skycity Entertainm.		20/08/07	10/09/07	21	4.16	4.45	3.87	-0.29	-6.97	-6.97
Pushpay		29/11/21	13/12/21	14	1.34	1.39	1.29	-0.05	-3.73
		14/02/22	28/03/22	42	0.98	1.10	0.86	-0.12	-12.24	-15.52
Metro Perf Glass		26/02/18	9/04/18	42	0.83	0.77	0.89	0.06	7.80
		26/11/18	17/12/18	21	0.40	0.60	0.20	-0.20	-50.00	-46.10

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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