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

Assessment - NZX 50 Index - 5/01/23 - RS = 51

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/01/23	⇓ Δwk	5/09/22	prc diff	⇓ Δ51	∅-RS
		NZX 50	11,957.500	Tue	0.35	12,003.000		11,381.700	621.300	5.46	4.62
		Gentrack	8.190	Tue		3.290		1.600	1.690	105.63	79.15
	S	Tourism	2.900	Tue	-1.02	4.250		2.750	1.500	54.55	36.47
	L	Fisher & Paykel HC	28.470	Tue	1.71	27.410		21.500	5.910	27.49	25.59
		Hallenstein Glasson	6.040	Tue	1.51	6.430		5.870	0.560	9.54	18.85
	S	Auckland Int Airport	7.850	Tue		8.820		7.360	1.460	19.84	12.35
		Infratil	10.920	Tue	-1.71	9.550		8.150	1.400	17.18	11.42
	L	Sky Network Telev.	2.910	Tue	1.39	2.640		2.570	0.070	2.72	10.61
	L	Fonterra Shs Fund	3.700	Tue	0.27	3.450		2.800	0.650	23.21	10.43
		Channel Infra	1.550	Tue		1.470		1.090	0.380	34.86	10.17
	S	Chorus	7.200	Tue	-1.37	8.645		7.190	1.455	20.24	9.89
	L	Meridian Energy (NS)	6.000	Tue	1.69	5.420		4.570	0.850	18.60	9.62
		Mercury	6.380	Tue	1.75	6.395		5.650	0.745	13.19	9.41
		Ebos	35.060	Tue		44.000		41.650	2.350	5.64	7.44
		Air New Zealand	0.550	Tue		0.760		0.765	-0.005	-0.65	5.91
	L	Goodman Property	2.280	Tue		2.170		2.160	0.010	0.46	3.93
	L	Contact Energy	8.670	Tue	0.23	7.840		7.590	0.250	3.29	3.21
		KMD Brands	0.540	Tue		1.120		1.280	-0.160	-12.50	3.09
	S	Spark New Zealand	4.770	Tue	1.27	5.195		4.865	0.330	6.78	2.38
		Mainfreight	68.000	Tue	-0.73	72.150		77.000	-4.850	-6.30	0.66
		ANZ Banking NZ	30.730	Tue	-0.71	26.350		28.700	-2.350	-8.19	0.59
	S	Genesis Energy	2.325	Tue	1.97	2.750		2.730	0.020	0.73	-0.19
	L	Sanford	4.000	Tue		4.180		4.450	-0.270	-6.07	-0.35
	L	Westpac Banking	28.270	Tue	-0.63	24.330		27.100	-2.770	-10.22	-0.80
	S	Port of Tauranga	4.900	Tue	-0.81	6.320		6.110	0.210	3.44	-0.91
		⇓instrument	freshest		⇓ Δday	5/01/23	⇓ Δwk	5/09/22	prc diff	⇓ Δ51	∅-RS
	L	a2 Milk	6.690	Tue	3.08	5.850		4.410	1.440	32.65	-1.61
		Property for Indust.	2.220	Tue	-0.89	2.350		2.490	-0.140	-5.62	-2.24
	L	Kiwi Property	0.810	Tue	-2.99	0.915		1.025	-0.110	-10.73	-3.14
	L	Vulcan Steel	8.300	Tue	6.68	8.520		9.900	-1.380	-13.94	-3.75
	S	Precinct Properties	1.170	Tue	-0.85	1.255		1.390	-0.135	-9.71	-3.81
	L	New Zealand Exchange	1.170	Tue		1.180		1.270	-0.090	-7.09	-4.27
		Vector	3.730	Tue	0.27	4.010		4.370	-0.360	-8.24	-5.18
		Turners Automotive	4.380	Tue		3.350		3.960	-0.610	-15.40	-5.59
		Skellerup	4.500	Tue	0.45	4.970		5.420	-0.450	-8.30	-6.09
	L	Freightways	8.400	Tue	0.60	9.280		11.250	-1.970	-17.51	-6.24
	L	Vital Healthcare	2.185	Tue	1.16	2.330		3.000	-0.670	-22.33	-7.45
	L	Investore Property	1.130	Tue		1.420		1.600	-0.180	-11.25	-7.48
	L	Argosy Property	1.125	Tue	2.27	1.115		1.275	-0.160	-12.55	-7.68
	S	Fletcher Building	3.810	Tue	-2.06	4.610		6.020	-1.410	-23.42	-8.65
		Skycity Entertainm.	1.780	Tue	-1.11	2.360		2.810	-0.450	-16.01	-11.00
	L	Manawa Energy	4.360	Tue	-0.23	4.900		6.950	-2.050	-29.50	-11.67
		Heartland	1.060	Tue		1.570		2.260	-0.690	-30.53	-14.30
		Summerset	11.100	Tue	-0.45	8.160		10.700	-2.540	-23.74	-16.61
		Stride Property	1.250	Tue	-0.79	1.290		1.800	-0.510	-28.33	-17.01
		Arvida	1.080	Tue	0.93	1.030		1.520	-0.490	-32.24	-18.85
		Oceania Healthcare	0.600	Tue	1.69	0.700		0.990	-0.290	-29.29	-18.89
	L	Vista	1.810	Tue	-1.09	1.250		1.760	-0.510	-28.98	-19.35
		Scales	3.400	Tue	4.62	3.140		4.720	-1.580	-33.47	-24.07
	S	Ryman Healthcare	4.070	Tue	-4.46	5.370		8.310	-2.940	-35.38	-24.94
	S	Serko	3.720	Tue	17.35	2.120		4.930	-2.810	-57.00	-26.88
		⇓instrument	freshest		⇓ Δday	5/01/23	⇓ Δwk	5/09/22	prc diff	⇓ Δ51	∅-RS
	L	Warehouse	1.420	Tue	5.19	1.740		3.260	-1.520	-46.63	-38.88
NZX 50 - 50 out of 50 instruments rated - 5/01/23 / 5/09/22 - 19 did rise, Market-Ratio(51) = 38.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 51 - B/S = 60/55

1/06/20	scale up chart	4/29/24

Transactions NZX 50 Index * A51 - 60/55 (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		1/23/06	21		- cash -
short	1/23/06	3/20/06	56		a2 Milk	100	125,000	0.080	0.060	0.107	0.027	33	13,338	553
long	3/20/06	12/10/07	630		Mainfreight	100	2,977	4.480	7.090		2.610	58	21,107	30
short	12/10/07	10/05/09	665		Comvita	100	7,538	2.800	1.160	6.759	3.959	141	50,947	62
long	10/05/09	10/12/09	7		Restaurant Brands	100	41,760	1.220	1.340		0.120	10	55,959	13,222
short	10/12/09	10/19/09	7		Channel Infra	100	11,080	5.050	5.080	5.020	-0.030	-1	55,626	-27
long	10/19/09	11/30/09	42		Restaurant Brands	100	38,100	1.460	1.460		0.000	0	55,626	0
short	11/30/09	12/07/09	7		Channel Infra	100	12,361	4.500	4.150	4.880	0.380	8	60,317	6,715
long	12/07/09	7/19/10	224		Restaurant Brands	100	37,698	1.600	2.270		0.670	42	85,575	77
short	7/19/10	11/01/10	105		New Zealand Exchange	100	133,710	0.640	0.670	0.610	-0.030	-5	81,564	-15
long	11/01/10	11/08/10	7		Restaurant Brands	100	29,129	2.800	2.730		-0.070	-2	79,525	-73
short	11/08/10	1/31/11	84		Fisher & Paykel HC	100	27,234	2.920	3.180	2.660	-0.260	-9	72,444	-33
long	1/31/11	2/28/11	28		Xero	100	26,830	2.700	2.620		-0.080	-3	70,297	-32
short	2/28/11	4/25/11	56		Heartland	100	90,124	0.780	0.710	0.857	0.077	10	77,228	85
long	4/25/11	10/03/11	161		a2 Milk	100	551,627	0.140	0.210		0.070	50	115,842	151
short	10/03/11	10/17/11	14		Heartland	100	236,411	0.490	0.510	0.470	-0.020	-4	111,113	-66
long	10/17/11	10/31/11	14		a2 Milk	100	462,972	0.240	0.240		0.000	0	111,113	0
short	10/31/11	3/05/12	126		Heartland	100	213,679	0.520	0.440	0.615	0.095	18	131,306	62
long	3/05/12	5/21/12	77		a2 Milk	100	354,881	0.370	0.450		0.080	22	159,697	153
short	5/21/12	7/30/12	70		KMD Brands	100	99,190	1.610	1.510	1.717	0.107	7	170,270	40
long	7/30/12	1/20/14	539		Xero	100	31,826	5.350	42.350		37.000	692	1,347,832	306
short	1/20/14	6/02/14	133		Chorus	100	880,936	1.530	1.710	1.350	-0.180	-12	1,189,264	-29
long	6/02/14	7/21/14	49		Tourism	100	1,061,842	1.120	1.180		0.060	5	1,252,974	48
short	7/21/14	7/28/14	7		a2 Milk	100	2,054,056	0.610	0.630	0.590	-0.020	-3	1,211,893	-82
long	7/28/14	2/22/16	574		Tourism	100	1,035,806	1.170	2.540		1.370	117	2,630,947	64
short	2/22/16	2/29/16	7		ANZ Banking NZ	100	104,402	25.200	24.220	26.220	1.020	4	2,737,406	691
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	2/29/16	5/22/17	448		a2 Milk	100	1,555,344	1.760	3.490		1.730	98	5,428,151	75
short	5/22/17	6/12/17	21		Comvita	100	965,863	5.620	5.200	6.074	0.454	8	5,866,556	286
long	6/12/17	7/17/17	35		a2 Milk	100	1,705,394	3.440	4.030		0.590	17	6,872,739	421
short	7/17/17	10/02/17	77		Comvita	100	1,137,870	6.040	7.500	4.580	-1.460	-24	5,211,449	-73
long	10/02/17	3/05/18	154		a2 Milk	100	781,326	6.670	12.820		6.150	92	10,016,604	370
short	3/05/18	3/12/18	7		Metro Perf Glass	100	12,068,197	0.830	0.800	0.861	0.031	4	10,391,925	581
long	3/12/18	4/16/18	35		a2 Milk	100	748,158	13.890	12.470		-1.420	-10	9,329,540	-68
short	4/16/18	5/21/18	35		Tegel	100	11,377,488	0.820	1.130	0.510	-0.310	-38	5,802,519	-99
long	5/21/18	7/16/18	56		a2 Milk	100	525,590	11.040	11.290		0.250	2	5,933,916	16
short	7/16/18	8/20/18	35		Comvita	100	993,955	5.970	5.700	6.253	0.283	5	6,215,007	62
long	8/20/18	12/10/18	112		Xero	100	130,924	47.470	37.200		-10.270	-22	4,870,417	-55
short	12/10/18	1/28/19	49		Metro Perf Glass	100	9,189,466	0.530	0.510	0.551	0.021	4	5,061,558	33
long	1/28/19	3/16/20	413		Vista	100	1,240,578	4.080	1.740		-2.340	-57	2,158,606	-53
short	3/16/20	10/26/20	224		Sky Network Telev.	100	707,739	3.050	1.550	6.002	2.952	97	4,247,568	201
long	10/26/20	11/02/20	7		Pushpay	100	1,826,911	2.325	2.200		-0.125	-5	4,019,204	-94
short	11/02/20	11/09/20	7		Channel Infra	100	7,442,971	0.540	0.540	0.540	0.000	0	4,019,204	0
long	11/09/20	12/14/20	35		Metro Perf Glass	100	10,862,714	0.370	0.415		0.045	12	4,508,026	231
short	12/14/20	1/25/21	42		Channel Infra	100	7,640,722	0.590	0.510	0.683	0.093	16	5,214,793	255
long	1/25/21	2/08/21	14		Metro Perf Glass	100	13,036,983	0.400	0.420		0.020	5	5,475,533	257
short	2/08/21	2/22/21	14		a2 Milk	100	494,628	11.070	11.340	10.800	-0.270	-2	5,341,983	-47
long	2/22/21	11/22/21	273		Skellerup	100	1,174,062	4.550	5.950		1.400	31	6,985,670	43
short	11/22/21	5/29/23	553		Pushpay	100	4,885,084	1.430	1.410	1.450	0.020	1	7,084,837	1
5/29/23		5/01/24	338		- cash -
accum	1/23/06	5/29/23	6335	days out of 6694 invested (95%)							70,748		7,084,837	46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk	short	1/23/06	3/20/06	56	0.08	0.06	0.11	0.03	33.38
	long	4/25/11	10/03/11	161	0.14	0.21		0.07	50.00
	long	10/17/11	10/31/11	14	0.24	0.24		0.00	0.00
	long	3/05/12	5/21/12	77	0.37	0.45		0.08	21.62
	short	7/21/14	7/28/14	7	0.61	0.63	0.59	-0.02	-3.28
	long	2/29/16	5/22/17	448	1.76	3.49		1.73	98.30
	long	6/12/17	7/17/17	35	3.44	4.03		0.59	17.15
	long	10/02/17	3/05/18	154	6.67	12.82		6.15	92.20
	long	3/12/18	4/16/18	35	13.89	12.47		-1.42	-10.22
	long	5/21/18	7/16/18	56	11.04	11.29		0.25	2.26
	short	2/08/21	2/22/21	14	11.07	11.34	10.80	-0.27	-2.44	841.21
Xero	long	1/31/11	2/28/11	28	2.70	2.62		-0.08	-2.96
	long	7/30/12	1/20/14	539	5.35	42.35		37.00	691.59	668.13
Tourism	long	6/02/14	7/21/14	49	1.12	1.18		0.06	5.36
	long	7/28/14	2/22/16	574	1.17	2.54		1.37	117.09	128.72
Comvita	short	12/10/07	10/05/09	665	2.80	1.16	6.76	3.96	141.38
	short	5/22/17	6/12/17	21	5.62	5.20	6.07	0.45	8.08
	short	7/17/17	10/02/17	77	6.04	7.50	4.58	-1.46	-24.17
	short	7/16/18	8/20/18	35	5.97	5.70	6.25	0.28	4.74	107.19
Sky Network Telev.	short	3/16/20	10/26/20	224	3.05	1.55	6.00	2.95	96.77	96.77
Mainfreight	long	3/20/06	12/10/07	630	4.48	7.09		2.61	58.26	58.26
Restaurant Brands	long	10/05/09	10/12/09	7	1.22	1.34		0.12	9.84
	long	10/19/09	11/30/09	42	1.46	1.46		0.00	0.00
	long	12/07/09	7/19/10	224	1.60	2.27		0.67	41.88
	long	11/01/10	11/08/10	7	2.80	2.73		-0.07	-2.50	51.93
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Skellerup	long	2/22/21	11/22/21	273	4.55	5.95		1.40	30.77	30.77
Metro Perf Glass	short	3/05/18	3/12/18	7	0.83	0.80	0.86	0.03	3.75
	short	12/10/18	1/28/19	49	0.53	0.51	0.55	0.02	3.92
	long	11/09/20	12/14/20	35	0.37	0.42		0.05	12.16
	long	1/25/21	2/08/21	14	0.40	0.42		0.02	5.00	26.98
Channel Infra	short	10/12/09	10/19/09	7	5.05	5.08	5.02	-0.03	-0.59
	short	11/30/09	12/07/09	7	4.50	4.15	4.88	0.38	8.43
	short	11/02/20	11/09/20	7	0.54	0.54	0.54	0.00	0.00
	short	12/14/20	1/25/21	42	0.59	0.51	0.68	0.09	15.68	24.69
Heartland	short	2/28/11	4/25/11	56	0.78	0.71	0.86	0.08	9.86
	short	10/03/11	10/17/11	14	0.49	0.51	0.47	-0.02	-4.08
	short	10/31/11	3/05/12	126	0.52	0.44	0.61	0.09	18.17	24.52
KMD Brands	short	5/21/12	7/30/12	70	1.61	1.51	1.72	0.11	6.62	6.62
ANZ Banking NZ	short	2/22/16	2/29/16	7	25.20	24.22	26.22	1.02	4.05	4.05
Pushpay	long	10/26/20	11/02/20	7	2.33	2.20		-0.13	-5.38
	short	11/22/21	5/29/23	553	1.43	1.41	1.45	0.02	1.42	-4.03
New Zealand Exchange	short	7/19/10	11/01/10	105	0.64	0.67	0.61	-0.03	-4.69	-4.69
Fisher & Paykel HC	short	11/08/10	1/31/11	84	2.92	3.18	2.66	-0.26	-8.90	-8.90
Chorus	short	1/20/14	6/02/14	133	1.53	1.71	1.35	-0.18	-11.76	-11.76
Xero	long	8/20/18	12/10/18	112	47.47	37.20		-10.27	-21.63	-21.63
Tegel	short	4/16/18	5/21/18	35	0.82	1.13	0.51	-0.31	-37.80	-37.80
Vista	long	1/28/19	3/16/20	413	4.08	1.74		-2.34	-57.35	-57.35

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


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