Share-o-matic - Portfolio

Thu, 19th Mar 2026, 11:02UTC

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

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
		NZX 50	6,949.407	12/08/24	0.31	6,671.118	4.17	6,646.920	24.198	0.36	2.32
		Gentrack	5.715	12/08/24	2.02	5.828	-1.94	4.568	1.260	27.58	76.32
	L	Vista	1.709	12/08/24	5.23	1.273	34.22	1.021	0.252	24.73	37.71
	L	a2 Milk	4.216	12/08/24	0.95	4.102	2.76	3.620	0.482	13.32	38.63
	L	Fisher & Paykel HC	18.554	12/08/24	0.89	16.947	9.48	15.613	1.334	8.55	25.43
	L	Fonterra Shs Fund	2.371	12/08/24	2.20	2.303	2.95	2.058	0.245	11.89	20.54
		Westpac Banking	17.270	12/08/24	0.07	16.580	4.16	15.870	0.710	4.47	17.97
	L	Meridian Energy (NS)	3.565	12/08/24	1.29	3.735	-4.55	3.291	0.444	13.48	19.97
	L	Contact Energy	4.742	12/08/24	0.84	5.161	-8.11	4.825	0.336	6.96	11.87
	L	Scales	1.896	12/08/24		1.981	-4.29	1.813	0.168	9.25	10.44
		ANZ Banking NZ	17.004	12/08/24	0.13	17.428	-2.44	17.264	0.164	0.95	9.70
		Infratil	5.981	12/08/24	-0.75	6.309	-5.20	6.197	0.112	1.81	9.04
	L	Sanford	2.320	12/08/24	-0.49	2.252	3.02	2.231	0.021	0.94	1.09
		Channel Infra	0.860	12/08/24	0.66	0.837	2.70	0.865	-0.027	-3.14	-1.33
	L	Mainfreight	41.081	12/08/24	-0.55	39.186	4.84	38.210	0.976	2.55	3.98
		Mercury	3.644	12/08/24	-2.13	3.797	-4.02	3.497	0.299	8.56	5.57
	L	Manawa Energy	2.354	12/08/24	2.46	2.331	0.97	2.438	-0.106	-4.36	-5.87
	S	Goodman Property	1.149	12/08/24	-1.46	1.135	1.25	1.272	-0.137	-10.79	-6.94
		Turners Automotive	2.439	12/08/24	1.17	2.213	10.23	2.443	-0.231	-9.44	-4.60
	S	Property for Indust.	1.239	12/08/24	0.69	1.217	1.86	1.249	-0.033	-2.63	-3.79
		New Zealand Exchange	0.713	12/08/24	0.80	0.594	20.00	0.653	-0.058	-8.96	-2.77
		Chorus	4.470	12/08/24	0.13	4.374	2.20	4.072	0.302	7.42	0.81
		Vector	2.077	12/08/24		2.094	-0.81	2.075	0.019	0.90	-2.12
	S	Freightways	5.064	12/08/24	1.24	4.425	14.45	4.658	-0.233	-5.00	-5.51
		Kiwi Property	0.509	12/08/24		0.464	9.76	0.466	-0.002	-0.38	-3.00
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	S	Argosy Property	0.614	12/08/24	0.93	0.577	6.37	0.614	-0.036	-5.93	-8.56
	S	Precinct Properties	0.707	12/08/24	0.81	0.642	10.13	0.658	-0.016	-2.43	-4.91
	S	Hallenstein Glasson	3.254	12/08/24	0.70	3.084	5.50	3.319	-0.235	-7.08	-5.50
	S	Auckland Int Airport	4.204	12/08/24	0.68	4.329	-2.88	4.379	-0.050	-1.14	-4.35
		Stride Property	0.736	12/08/24		0.662	11.11	0.703	-0.041	-5.80	-11.79
	S	Vulcan Steel	3.972	12/08/24	0.14	4.018	-1.13	4.340	-0.322	-7.42	-12.26
	S	Summerset	6.168	12/08/24	-0.73	5.342	15.47	6.220	-0.878	-14.11	-6.80
	S	Sky Network Telev.	1.500	12/08/24	-1.85	1.381	8.61	1.601	-0.220	-13.76	-6.57
	S	Vital Healthcare	1.069	12/08/24	-1.05	1.004	6.48	1.205	-0.200	-16.64	-16.20
	S	Genesis Energy	1.262	12/08/24	-1.11	1.225	3.00	1.272	-0.047	-3.67	-10.52
	S	Ebos	20.433	12/08/24	0.11	18.192	12.32	19.557	-1.364	-6.98	-9.29
		Port of Tauranga	3.067	12/08/24	-0.91	2.722	12.68	2.756	-0.034	-1.23	-10.77
	S	Investore Property	0.656	12/08/24		0.577	13.73	0.630	-0.053	-8.43	-12.83
	S	Skellerup	2.546	12/08/24	3.21	2.088	21.95	2.499	-0.411	-16.44	-16.98
	S	Arvida	0.922	12/08/24	0.62	0.515	79.12	0.597	-0.082	-13.73	-16.77
	S	Spark New Zealand	2.445	12/08/24		2.314	5.62	2.627	-0.313	-11.91	-15.67
	S	Air New Zealand	0.314	12/08/24	0.91	0.303	3.74	0.307	-0.004	-1.32	-17.04
	S	Oceania Healthcare	0.436	12/08/24		0.306	42.59	0.329	-0.024	-7.15	-19.11
	S	Serko	2.065	12/08/24	0.27	1.839	12.31	1.768	0.071	4.00	-14.62
	S	Skycity Entertainm.	0.877	12/08/24	-0.64	0.837	4.73	1.004	-0.167	-16.59	-22.26
	S	Warehouse	0.673	12/08/24	-0.83	0.555	21.43	0.753	-0.198	-26.36	-35.71
	S	Ryman Healthcare	2.637	12/08/24	0.65	2.003	31.64	2.376	-0.373	-15.70	-32.01
	S	Heartland	0.600	12/08/24	0.95	0.549	9.28	0.591	-0.042	-7.17	-29.62
	S	Fletcher Building	1.765	12/08/24	0.65	1.703	3.65	2.170	-0.467	-21.51	-29.35
	S	KMD Brands	0.232	12/08/24	2.50	0.204	13.89	0.301	-0.098	-32.37	-45.83
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	S	Tourism	1.177	12/08/24	1.96	1.013	16.20	1.634	-0.621	-38.03	-42.28
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 29/04/24 - 17 did rise, Market-Ratio(9) in EUR = 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 Euro * 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	4,645	2.153	2.233	2.072	-0.081	-4	9,624	-49
10/09/07		17/12/07	98		- cash -
	17/12/07	7/04/08	112		Comvita	100	6,721	1.432	0.757	2.707	1.275	89	18,194	697
7/04/08		30/06/08	84		- cash -
	30/06/08	11/08/08	42		a2 Milk	100	377,678	0.048	0.042	0.055	0.007	14	20,735	211
11/08/08		13/10/08	63		- cash -
	13/10/08	8/12/08	56		Tourism	100	44,109	0.470	0.269	0.821	0.351	75	36,209	3,686
8/12/08		15/12/08	7		- cash -
	15/12/08	5/01/09	21		Tourism	100	148,205	0.244	0.282	0.206	-0.038	-16	30,575	-95
5/01/09		9/02/09	35		- cash -
	9/02/09	16/02/09	7		Tourism	100	116,294	0.263	0.268	0.258	-0.005	-2	29,946	-66
16/02/09		31/05/10	469		- cash -
	31/05/10	26/07/10	56		Channel Infra	100	16,206	1.848	1.735	1.968	0.120	6	31,890	51
26/07/10		8/08/11	378		- cash -
	8/08/11	10/10/11	63		Heartland	100	94,924	0.336	0.299	0.377	0.041	12	35,777	95
10/10/11		31/10/16	1848		- cash -
	31/10/16	12/12/16	42		TrustPower	100	11,190	3.197	2.988	3.421	0.224	7	38,281	80
12/12/16		26/02/18	441		- cash -
	26/02/18	9/04/18	42		Metro Perf Glass	100	77,682	0.493	0.457	0.531	0.038	8	41,242	91
9/04/18		26/11/18	231		- cash -
	26/11/18	17/12/18	21		Metro Perf Glass	100	172,234	0.239	0.359	0.119	-0.120	-50	20,565	-100
17/12/18		2/03/20	441		- cash -
	2/03/20	11/05/20	70		Sky Network Telev.	100	6,925	2.970	1.147	7.689	4.720	159	53,249	14,172
11/05/20		29/11/21	567		- cash -
	29/11/21	13/12/21	14		Pushpay	100	65,815	0.809	0.832	0.787	-0.023	-3	51,764	-52
13/12/21		14/02/22	63		- cash -
	14/02/22	28/03/22	42		Pushpay	100	90,182	0.574	0.691	0.457	-0.117	-20	41,249	-86
28/03/22		30/05/22	63		- cash -
	30/05/22	18/07/22	49		Air New Zealand	100	102,747	0.401	0.382	0.422	0.020	5	43,318	44
18/07/22		3/10/22	77		- cash -
	3/10/22	21/11/22	49		EROAD	100	47,332	0.915	0.762	1.099	0.184	20	52,004	290
21/11/22		11/09/23	294		- cash -
	11/09/23	13/11/23	63		Pacific Edge	100	963,414	0.054	0.055	0.053	-0.001	-2	50,965	-11
13/11/23		19/03/26	857		- cash -
accum	20/08/07	13/11/23	770	days out of 7381 invested (10%)							410		50,965	116

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	2.97	1.15	7.69	4.72	158.93	158.93
Comvita		17/12/07	7/04/08	112	1.43	0.76	2.71	1.28	89.05	89.05
Tourism		13/10/08	8/12/08	56	0.47	0.27	0.82	0.35	74.63
		15/12/08	5/01/09	21	0.24	0.28	0.21	-0.04	-15.56
		9/02/09	16/02/09	7	0.26	0.27	0.26	-0.01	-2.06	44.43
EROAD		3/10/22	21/11/22	49	0.92	0.76	1.10	0.18	20.05	20.05
a2 Milk		30/06/08	11/08/08	42	0.05	0.04	0.05	0.01	13.96	13.96
Heartland		8/08/11	10/10/11	63	0.34	0.30	0.38	0.04	12.19	12.19
TrustPower		31/10/16	12/12/16	42	3.20	2.99	3.42	0.22	7.00	7.00
Channel Infra		31/05/10	26/07/10	56	1.85	1.74	1.97	0.12	6.49	6.49
Air New Zealand		30/05/22	18/07/22	49	0.40	0.38	0.42	0.02	5.02	5.02
Pacific Edge		11/09/23	13/11/23	63	0.05	0.06	0.05	-0.00	-2.00	-2.00
Skycity Entertainm.		20/08/07	10/09/07	21	2.15	2.23	2.07	-0.08	-3.76	-3.76
Pushpay		29/11/21	13/12/21	14	0.81	0.83	0.79	-0.02	-2.79
		14/02/22	28/03/22	42	0.57	0.69	0.46	-0.12	-20.31	-22.54
Metro Perf Glass		26/02/18	9/04/18	42	0.49	0.46	0.53	0.04	7.73
		26/11/18	17/12/18	21	0.24	0.36	0.12	-0.12	-50.14	-46.28

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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