Share-o-matic - Portfolio

Tue, Dec 16th, 2025, 10:01UTC

Assessment - NZX 50 Index in Pound sterling - 7/01/24 - RS = 9

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
		NZX 50	5,896.363	8/12/24	0.31	5,660.243	4.17	5,672.482	-12.239	-0.22	1.04
	L	Vista	1.450	8/12/24	5.23	1.080	34.22	0.871	0.209	24.01	35.91
	S	Skellerup	2.161	8/12/24	3.21	1.772	21.95	2.133	-0.361	-16.93	-17.97
	S	KMD Brands	0.197	8/12/24	2.50	0.173	13.89	0.257	-0.084	-32.76	-46.43
	L	Manawa Energy	1.997	8/12/24	2.46	1.978	0.97	2.080	-0.102	-4.91	-7.03
	L	Fonterra Shs Fund	2.012	8/12/24	2.20	1.954	2.95	1.757	0.198	11.24	19.01
		Gentrack	4.849	8/12/24	2.02	4.945	-1.94	3.899	1.046	26.84	73.97
	S	Tourism	0.999	8/12/24	1.96	0.859	16.20	1.395	-0.535	-38.38	-42.94
	L	Meridian Energy (NS)	3.025	8/12/24	1.29	3.169	-4.55	2.809	0.360	12.82	18.44
	S	Freightways	4.297	8/12/24	1.24	3.754	14.45	3.975	-0.220	-5.54	-6.69
		Turners Automotive	2.069	8/12/24	1.17	1.877	10.23	2.085	-0.208	-9.97	-5.78
	L	a2 Milk	3.577	8/12/24	0.95	3.481	2.76	3.089	0.391	12.67	36.79
	S	Heartland	0.509	8/12/24	0.95	0.466	9.28	0.505	-0.039	-7.71	-30.42
	S	Argosy Property	0.521	8/12/24	0.93	0.490	6.37	0.524	-0.034	-6.48	-9.69
	S	Air New Zealand	0.266	8/12/24	0.91	0.257	3.74	0.262	-0.005	-1.89	-18.03
	L	Fisher & Paykel HC	15.743	8/12/24	0.89	14.379	9.48	13.324	1.055	7.92	23.82
	L	Contact Energy	4.023	8/12/24	0.84	4.379	-8.11	4.118	0.261	6.34	10.47
	S	Precinct Properties	0.600	8/12/24	0.81	0.545	10.13	0.562	-0.017	-2.99	-6.09
		New Zealand Exchange	0.605	8/12/24	0.80	0.504	20.00	0.557	-0.053	-9.49	-3.97
	S	Hallenstein Glasson	2.761	8/12/24	0.70	2.617	5.50	2.832	-0.216	-7.62	-6.67
	S	Property for Indust.	1.051	8/12/24	0.69	1.032	1.86	1.066	-0.034	-3.19	-4.98
	S	Auckland Int Airport	3.567	8/12/24	0.68	3.673	-2.88	3.737	-0.064	-1.71	-5.53
		Channel Infra	0.730	8/12/24	0.66	0.711	2.70	0.738	-0.027	-3.70	-2.55
	S	Fletcher Building	1.498	8/12/24	0.65	1.445	3.65	1.852	-0.407	-21.96	-30.18
	S	Ryman Healthcare	2.237	8/12/24	0.65	1.700	31.64	2.028	-0.328	-16.19	-32.80
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
	S	Arvida	0.783	8/12/24	0.62	0.437	79.12	0.509	-0.072	-14.22	-17.77
	S	Serko	1.752	8/12/24	0.27	1.560	12.31	1.509	0.051	3.40	-15.63
	S	Vulcan Steel	3.370	8/12/24	0.14	3.409	-1.13	3.704	-0.295	-7.96	-13.34
		ANZ Banking NZ	14.427	8/12/24	0.13	14.787	-2.44	14.733	0.054	0.37	8.32
		Chorus	3.793	8/12/24	0.13	3.711	2.20	3.475	0.236	6.80	-0.44
	S	Ebos	17.337	8/12/24	0.11	15.436	12.32	16.690	-1.254	-7.51	-10.40
		Westpac Banking	14.653	8/12/24	0.07	14.067	4.16	13.543	0.524	3.87	16.46
	S	Investore Property	0.557	8/12/24		0.490	13.73	0.538	-0.048	-8.96	-13.88
		Kiwi Property	0.432	8/12/24		0.394	9.76	0.397	-0.004	-0.95	-4.19
	S	Oceania Healthcare	0.370	8/12/24		0.259	42.59	0.281	-0.022	-7.69	-20.08
	L	Scales	1.608	8/12/24		1.680	-4.29	1.547	0.133	8.62	9.06
	S	Spark New Zealand	2.074	8/12/24		1.964	5.62	2.242	-0.278	-12.42	-16.69
		Stride Property	0.624	8/12/24		0.562	11.11	0.600	-0.038	-6.35	-12.88
		Vector	1.762	8/12/24		1.776	-0.81	1.771	0.006	0.32	-3.32
	L	Sanford	1.968	8/12/24	-0.49	1.911	3.02	1.904	0.007	0.35	-0.16
	L	Mainfreight	34.856	8/12/24	-0.55	33.248	4.84	32.608	0.640	1.96	2.67
	S	Skycity Entertainm.	0.744	8/12/24	-0.64	0.711	4.73	0.857	-0.146	-17.07	-23.21
	S	Summerset	5.233	8/12/24	-0.73	4.532	15.47	5.308	-0.775	-14.61	-7.96
		Infratil	5.075	8/12/24	-0.75	5.353	-5.20	5.289	0.065	1.22	7.68
	S	Warehouse	0.571	8/12/24	-0.83	0.471	21.43	0.643	-0.172	-26.78	-36.46
		Port of Tauranga	2.602	8/12/24	-0.91	2.309	12.68	2.352	-0.042	-1.80	-11.86
	S	Vital Healthcare	0.907	8/12/24	-1.05	0.852	6.48	1.028	-0.176	-17.12	-17.24
	S	Genesis Energy	1.071	8/12/24	-1.11	1.039	3.00	1.085	-0.046	-4.23	-11.61
	S	Goodman Property	0.975	8/12/24	-1.46	0.963	1.25	1.085	-0.123	-11.31	-8.10
	S	Sky Network Telev.	1.272	8/12/24	-1.85	1.171	8.61	1.366	-0.195	-14.25	-7.71
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
		Mercury	3.092	8/12/24	-2.13	3.222	-4.02	2.985	0.237	7.94	4.25
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 4/29/24 - 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

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

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
1/02/06		8/20/07	595		- cash -
short	8/20/07	9/10/07	21		Skycity Entertainm.	100	6,829	1.464	1.516	1.413	-0.052	-4	9,647	-46
9/10/07		12/17/07	98		- cash -
	12/17/07	4/07/08	112		Comvita	100	9,420	1.024	0.598	1.754	0.730	71	16,521	477
4/07/08		6/30/08	84		- cash -
	6/30/08	8/11/08	42		a2 Milk	100	433,232	0.038	0.033	0.044	0.006	16	19,106	254
8/11/08		10/13/08	63		- cash -
	10/13/08	12/08/08	56		Tourism	100	51,670	0.370	0.233	0.587	0.217	59	30,320	1,929
12/08/08		12/15/08	7		- cash -
	12/15/08	1/05/09	21		Tourism	100	138,846	0.218	0.270	0.167	-0.052	-24	23,132	-99
1/05/09		2/09/09	35		- cash -
	2/09/09	2/16/09	7		Tourism	100	100,530	0.230	0.241	0.220	-0.010	-5	22,076	-91
2/16/09		5/31/10	469		- cash -
	5/31/10	7/26/10	56		Channel Infra	100	14,066	1.569	1.452	1.696	0.127	8	23,857	66
7/26/10		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		10/31/16	1848		- cash -
	10/31/16	12/12/16	42		TrustPower	100	9,445	2.872	2.507	3.290	0.418	15	31,077	226
12/12/16		2/26/18	441		- cash -
	2/26/18	4/09/18	42		Metro Perf Glass	100	71,535	0.434	0.399	0.473	0.039	9	33,851	110
4/09/18		11/26/18	231		- cash -
	11/26/18	12/17/18	21		Metro Perf Glass	100	159,820	0.212	0.323	0.100	-0.112	-53	15,998	-100
12/17/18		3/02/20	441		- cash -
	3/02/20	5/11/20	70		Sky Network Telev.	100	6,167	2.594	1.004	6.702	4.108	158	41,330	14,004
5/11/20		11/29/21	567		- cash -
	11/29/21	12/13/21	14		Pushpay	100	60,260	0.686	0.711	0.661	-0.025	-4	39,820	-62
12/13/21		2/14/22	63		- cash -
	2/14/22	3/28/22	42		Pushpay	100	83,003	0.480	0.580	0.380	-0.100	-21	31,533	-87
3/28/22		5/30/22	63		- cash -
	5/30/22	7/18/22	49		Air New Zealand	100	92,221	0.342	0.324	0.360	0.018	5	33,237	48
7/18/22		10/03/22	77		- cash -
	10/03/22	11/21/22	49		EROAD	100	41,771	0.796	0.661	0.957	0.162	20	39,987	296
11/21/22		9/11/23	294		- cash -
	9/11/23	11/13/23	63		Pacific Edge	100	862,805	0.046	0.048	0.045	-0.002	-4	38,567	-19
11/13/23		12/16/25	764		- cash -
accum	8/20/07	11/13/23	770	days out of 7288 invested (11%)							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	3/02/20	5/11/20	70	2.59	1.00	6.70	4.11	158.35	158.35
Comvita		12/17/07	4/07/08	112	1.02	0.60	1.75	0.73	71.25	71.25
EROAD		10/03/22	11/21/22	49	0.80	0.66	0.96	0.16	20.31	20.31
a2 Milk		6/30/08	8/11/08	42	0.04	0.03	0.04	0.01	15.64	15.64
Tourism		10/13/08	12/08/08	56	0.37	0.23	0.59	0.22	58.70
		12/15/08	1/05/09	21	0.22	0.27	0.17	-0.05	-23.71
		2/09/09	2/16/09	7	0.23	0.24	0.22	-0.01	-4.56	15.55
TrustPower		10/31/16	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		5/31/10	7/26/10	56	1.57	1.45	1.70	0.13	8.07	8.07
Air New Zealand		5/30/22	7/18/22	49	0.34	0.32	0.36	0.02	5.40	5.40
Skycity Entertainm.		8/20/07	9/10/07	21	1.46	1.52	1.41	-0.05	-3.53	-3.53
Pacific Edge		9/11/23	11/13/23	63	0.05	0.05	0.04	-0.00	-3.55	-3.55
Pushpay		11/29/21	12/13/21	14	0.69	0.71	0.66	-0.03	-3.65
		2/14/22	3/28/22	42	0.48	0.58	0.38	-0.10	-20.81	-23.70
Metro Perf Glass		2/26/18	4/09/18	42	0.43	0.40	0.47	0.04	8.93
		11/26/18	12/17/18	21	0.21	0.32	0.10	-0.11	-52.74	-48.52

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


	is taking down something concerning