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

Assessment - NZX 50 Index - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
	L	NZX 50	11,796.200	05:30	-0.34	11,916.800	-1.01	11,185.100	731.700	6.54	2.31
		Gentrack	8.190	05:00	-2.38	8.300	-1.33	5.230	3.070	58.70	65.78
	L	Vista	1.860	05:00	0.54	1.930	-3.63	1.420	0.510	35.92	25.08
	L	a2 Milk	6.210	05:00	-0.32	6.280	-1.11	4.510	1.770	39.25	22.42
	L	Westpac Banking	27.500	05:00	-3.44	28.700	-4.18	22.610	6.090	26.93	19.14
		Turners Automotive	4.600	05:00	-0.22	4.650	-1.08	4.250	0.400	9.41	16.34
	L	ANZ Banking NZ	30.640	05:00	-2.73	31.510	-2.76	27.220	4.290	15.76	15.18
		Summerset	11.060	05:00	-0.81	11.200	-1.25	9.910	1.290	13.02	13.68
	L	Fisher & Paykel HC	26.600	05:00	0.23	26.630	-0.11	20.910	5.720	27.36	12.38
	L	Vulcan Steel	8.500	05:00	-1.16	9.250	-8.11	7.730	1.520	19.66	11.98
	L	Sky Network Telev.	2.840	05:00	3.27	2.860	-0.70	2.820	0.040	1.42	9.11
	L	Fonterra Shs Fund	3.630	05:00	1.11	3.650	-0.55	3.080	0.570	18.51	8.32
	L	Infratil	10.810	05:00	-1.10	10.850	-0.37	10.150	0.700	6.90	7.69
		Meridian Energy (NS)	5.890	05:00	0.86	5.790	1.73	5.200	0.590	11.35	6.76
	L	New Zealand Exchange	1.140	05:00		1.160	-1.72	1.030	0.130	12.62	5.88
	L	Goodman Property	2.215	05:00	-0.45	2.270	-2.42	2.080	0.190	9.13	4.70
	L	Contact Energy	8.580	05:00	0.82	8.410	2.02	7.980	0.430	5.39	4.41
	L	Sanford	4.060	05:00	1.00	4.130	-1.69	4.130	0.000	0.00	3.44
	L	Manawa Energy	4.560	05:00	-1.72	4.640	-1.72	4.580	0.060	1.31	2.92
		Mercury	6.440	05:00	-0.77	6.550	-1.68	6.150	0.400	6.50	2.37
	L	Freightways	8.600	05:00	-0.58	8.700	-1.15	8.420	0.280	3.33	2.25
	L	Argosy Property	1.135	05:00	0.44	1.150	-1.30	1.145	0.005	0.44	1.80
	L	Hallenstein Glasson	5.780	05:00	-0.52	6.000	-3.67	5.850	0.150	2.56	1.62
		Channel Infra	1.510	05:00		1.520	-0.66	1.500	0.020	1.33	1.38
		Mainfreight	69.500	05:00	0.72	68.000	2.21	62.300	5.700	9.15	0.52
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
	L	Arvida	1.060	05:00		1.130	-6.19	1.230	-0.100	-8.13	0.17
	L	Property for Indust.	2.230	05:00	-0.89	2.280	-2.19	2.260	0.020	0.88	-0.15
		Scales	3.250	05:00	1.56	3.170	2.52	3.190	-0.020	-0.63	-0.54
	L	Vital Healthcare	2.180	05:00		2.175	0.23	2.090	0.085	4.07	-0.80
	S	Auckland Int Airport	7.850	05:00	-1.75	8.090	-2.97	7.920	0.170	2.15	-2.00
	S	Precinct Properties	1.175	05:00	0.86	1.190	-1.26	1.155	0.035	3.03	-2.42
	L	Kiwi Property	0.830	05:00	-0.60	0.845	-1.78	0.830	0.015	1.81	-2.69
		Vector	3.720	05:00	-1.06	3.740	-0.53	3.890	-0.150	-3.86	-3.42
	L	Ebos	34.690	05:00	2.03	35.500	-2.28	34.110	1.390	4.08	-4.41
		Stride Property	1.290	05:00		1.290		1.340	-0.050	-3.73	-4.68
	S	Chorus	7.240	05:00	-1.90	7.530	-3.85	7.530	0.000	0.00	-5.39
		Skycity Entertainm.	1.820	05:00	-1.62	1.900	-4.21	1.950	-0.050	-2.56	-6.64
	S	Serko	3.480	05:00		3.400	2.35	4.250	-0.850	-20.00	-6.87
	S	Genesis Energy	2.340	05:00	-0.43	2.360	-0.85	2.420	-0.060	-2.48	-7.12
	L	Investore Property	1.110	05:00	-2.63	1.150	-3.48	1.230	-0.080	-6.50	-7.53
		Skellerup	4.320	05:00		4.300	0.47	4.580	-0.280	-6.11	-7.60
	S	Spark New Zealand	4.650	05:00	-0.43	4.685	-0.75	4.980	-0.295	-5.92	-7.60
	L	Warehouse	1.450	05:00	2.84	1.480	-2.03	1.720	-0.240	-13.95	-10.35
		Port of Tauranga	4.920	05:00	-0.61	5.070	-2.96	5.740	-0.670	-11.67	-11.27
	L	Air New Zealand	0.570	05:00	-2.56	0.605	-5.79	0.700	-0.095	-13.57	-13.30
		Oceania Healthcare	0.630	05:00	-1.56	0.610	3.28	0.720	-0.110	-15.28	-14.15
	S	Fletcher Building	3.860	05:00	-1.53	3.950	-2.28	4.330	-0.380	-8.78	-15.29
	S	Tourism	2.950	05:00		3.000	-1.67	3.490	-0.490	-14.04	-17.05
	S	Ryman Healthcare	4.400	05:00	-0.45	4.500	-2.22	5.990	-1.490	-24.87	-21.27
		Heartland	1.030	05:00	-2.83	1.090	-5.50	1.710	-0.620	-36.26	-29.01
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		KMD Brands	0.530	05:00	-3.64	0.560	-5.36	0.810	-0.250	-30.86	-29.73
NZX 50 - 50 out of 50 instruments rated - 4/15/24 / 10/16/23 - 29 did rise, Market-Ratio(26) = 58.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 26 - B/S = 60/40

1/06/20	scale up chart	4/15/24

Transactions NZX 50 Index * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/16/06	14		- cash -
long	1/16/06	9/25/06	252		Mainfreight	50	1,347	3.710	6.400		2.690	73	13,623	120
					Channel Infra	50	850	5.880	6.600		0.720	12	14,235	18
100							42						67
short	9/25/06	11/13/06	49		Restaurant Brands	50	6,652	1.070	0.950	1.205	0.135	13	15,135	143
					Spark New Zealand	50	1,674	4.250	4.550	3.950	-0.300	-7	14,633	-42
100							3						23
long	11/13/06	11/12/07	364		Mainfreight	50	1,079	6.780	7.100		0.320	5	14,978	5
					Comvita	50	1,852	3.950	2.720		-1.230	-31	12,700	-31
100							-13						-13
short	11/12/07	5/25/09	560		Vector	50	2,772	2.290	2.170	2.417	0.127	6	13,051	4
					Comvita	50	2,335	2.720	0.870	8.504	5.784	213	26,556	110
100							109						62
long	5/25/09	6/08/09	14		Restaurant Brands	50	13,976	0.950	0.990		0.040	4	27,115	193
					Xero	50	10,623	1.250	1.250		0.000	0	27,115	0
100							2						72
short	6/08/09	6/15/09	7		Comvita	50	16,533	0.820	0.850	0.790	-0.030	-4	26,619	-86
					Tourism	50	27,669	0.490	0.470	0.511	0.021	4	27,198	783
100							0						17
long	6/15/09	5/17/10	336		a2 Milk	50	97,134	0.140	0.090		-0.050	-36	22,341	-38
					Xero	50	10,792	1.260	1.470		0.210	17	24,607	18
100							-10						-10
short	5/17/10	11/08/10	175		Spark New Zealand	50	5,943	2.070	2.080	2.060	-0.010	0	24,548	-1
					Channel Infra	50	3,598	3.420	3.630	3.210	-0.210	-6	23,792	-12
100							-3						-7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	11/08/10	11/14/11	371		Mainfreight	50	1,607	7.400	10.360		2.960	40	28,549	39
					Restaurant Brands	50	4,359	2.730	2.150		-0.580	-21	26,021	-21
100							9						9
short	11/14/11	2/06/12	84		Heartland	50	26,020	0.500	0.490	0.510	0.010	2	26,286	9
					Channel Infra	50	4,170	3.120	2.850	3.416	0.296	9	27,519	48
100							6						28
long	2/06/12	11/11/13	644		a2 Milk	50	55,037	0.250	0.720		0.470	188	53,386	82
					Comvita	50	5,096	2.700	3.650		0.950	35	58,227	19
100							112						53
short	11/11/13	5/19/14	189		Chorus	50	14,132	2.060	1.720	2.467	0.407	20	63,982	42
					TrustPower	50	4,391	6.630	7.050	6.210	-0.420	-6	62,138	-12
100							7						13
long	5/19/14	9/07/15	476		Xero	50	958	32.400	13.600		-18.800	-58	44,127	-49
					Tourism	50	27,279	1.140	1.990		0.850	75	67,314	53
100							8						6
short	9/07/15	12/07/15	91		Xero	50	2,474	13.600	18.270	8.930	-4.670	-34	55,761	-81
					Metro Perf Glass	50	24,939	1.350	1.640	1.060	-0.290	-21	48,529	-62
100							-28						-73
long	12/07/15	11/28/16	357		a2 Milk	50	21,099	1.150	2.420		1.270	110	75,324	114
					Comvita	50	2,923	8.300	9.200		0.900	11	77,955	11
100							61						62
short	11/28/16	5/01/17	154		Skycity Entertainm.	50	9,695	4.020	4.360	3.680	-0.340	-8	74,659	-19
					TrustPower	50	8,759	4.450	4.820	4.080	-0.370	-8	71,418	-19
100							-8						-19
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	5/01/17	2/19/18	294		a2 Milk	50	10,410	3.430	9.280		5.850	171	132,316	244
					Air New Zealand	50	13,682	2.610	2.940		0.330	13	136,831	16
100							92						124
short	2/19/18	5/28/18	98		Metro Perf Glass	50	78,638	0.870	0.890	0.850	-0.020	-2	135,259	-8
					Tegel	50	65,784	1.040	1.120	0.960	-0.080	-8	129,996	-26
100							-5						-17
long	5/28/18	12/10/18	196		a2 Milk	50	6,035	10.770	10.570		-0.200	-2	128,789	-3
					Xero	50	1,612	40.320	37.200		-3.120	-8	123,759	-14
100							-5						-9
short	12/10/18	4/15/19	126		Fletcher Building	50	13,570	4.560	4.960	4.160	-0.400	-9	118,331	-23
					Metro Perf Glass	50	116,755	0.530	0.430	0.653	0.123	23	132,727	83
100							7						22
long	4/15/19	3/09/20	329		a2 Milk	50	4,357	15.230	16.360		1.130	7	137,651	8
					Chorus	50	10,889	6.095	7.470		1.375	23	152,623	25
100							15						17
short	3/09/20	9/14/20	189		Sky Network Telev.	50	14,963	5.100	1.530	17.000	11.900	233	330,683	923
					Channel Infra	50	72,677	1.050	0.640	1.723	0.673	64	379,573	160
100							149						481
long	9/14/20	1/24/22	497		Chorus	50	20,741	9.150	6.960		-2.190	-24	334,150	-18
					Pushpay	50	98,593	1.925	1.160		-0.765	-40	258,726	-31
100							-32						-25
short	1/24/22	4/08/24	805		Ryman Healthcare	50	11,978	10.800	4.570	25.523	14.723	136	435,078	48
		5/29/23	490		Pushpay	50	111,520	1.160	1.410	0.910	-0.250	-22	407,198	-17
100							57						23
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	4/08/24	4/19/24	11		Vista	50	102,827	1.980	1.860		-0.120	-6	394,859	-87
					Gentrack	50	24,325	8.370	8.190		-0.180	-2	390,481	-51
100							-4						-75
accum	1/16/06	4/19/24	6668	days out of 6682 invested (100%)							3,805		390,481	22

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
a2 Milk	long	6/15/09	5/17/10	336	0.14	0.09		-0.05	-35.71	50	-17.86
	long	2/06/12	11/11/13	644	0.25	0.72		0.47	188.00		94.00
	long	12/07/15	11/28/16	357	1.15	2.42		1.27	110.43		55.22
	long	5/01/17	2/19/18	294	3.43	9.28		5.85	170.55		85.28
	long	5/28/18	12/10/18	196	10.77	10.57		-0.20	-1.86		-0.93
	long	4/15/19	3/09/20	329	15.23	16.36		1.13	7.42		3.71	370.87
Sky Network Telev.	short	3/09/20	9/14/20	189	5.10	1.53	17.00	11.90	233.33		116.67	116.67
Comvita	long	11/13/06	11/12/07	364	3.95	2.72		-1.23	-31.14		-15.57
	short	11/12/07	5/25/09	560	2.72	0.87	8.50	5.78	212.64		106.32
	short	6/08/09	6/15/09	7	0.82	0.85	0.79	-0.03	-3.66		-1.83
	long	2/06/12	11/11/13	644	2.70	3.65		0.95	35.19		17.59
	long	12/07/15	11/28/16	357	8.30	9.20		0.90	10.84		5.42	112.00
Ryman Healthcare	short	1/24/22	4/08/24	805	10.80	4.57	25.52	14.72	136.32		68.16	68.16
Mainfreight	long	1/16/06	9/25/06	252	3.71	6.40		2.69	72.51		36.25
	long	11/13/06	11/12/07	364	6.78	7.10		0.32	4.72		2.36
	long	11/08/10	11/14/11	371	7.40	10.36		2.96	40.00		20.00	67.36
Channel Infra	long	1/16/06	9/25/06	252	5.88	6.60		0.72	12.24		6.12
	short	5/17/10	11/08/10	175	3.42	3.63	3.21	-0.21	-6.14		-3.07
	short	11/14/11	2/06/12	84	3.12	2.85	3.42	0.30	9.47		4.74
	short	3/09/20	9/14/20	189	1.05	0.64	1.72	0.67	64.07		32.03	42.25
Tourism	short	6/08/09	6/15/09	7	0.49	0.47	0.51	0.02	4.27		2.13
	long	5/19/14	9/07/15	476	1.14	1.99		0.85	74.56		37.28	40.21
Chorus	short	11/11/13	5/19/14	189	2.06	1.72	2.47	0.41	19.77		9.88
	long	4/15/19	3/09/20	329	6.10	7.47		1.38	22.56		11.28
	long	9/14/20	1/24/22	497	9.15	6.96		-2.19	-23.93		-11.97	7.64
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Air New Zealand	long	5/01/17	2/19/18	294	2.61	2.94		0.33	12.64		6.32	6.32
Vector	short	11/12/07	5/25/09	560	2.29	2.17	2.42	0.13	5.53		2.76	2.76
Heartland	short	11/14/11	2/06/12	84	0.50	0.49	0.51	0.01	2.04		1.02	1.02
Gentrack	long	4/08/24	4/19/24	11	8.37	8.19		-0.18	-2.15		-1.08	-1.08
Metro Perf Glass	short	9/07/15	12/07/15	91	1.35	1.64	1.06	-0.29	-21.48		-10.74
	short	2/19/18	5/28/18	98	0.87	0.89	0.85	-0.02	-2.30		-1.15
	short	12/10/18	4/15/19	126	0.53	0.43	0.65	0.12	23.26		11.63	-1.50
Restaurant Brands	short	9/25/06	11/13/06	49	1.07	0.95	1.21	0.14	12.64		6.32
	long	5/25/09	6/08/09	14	0.95	0.99		0.04	4.21		2.11
	long	11/08/10	11/14/11	371	2.73	2.15		-0.58	-21.25		-10.62	-2.98
Vista	long	4/08/24	4/19/24	11	1.98	1.86		-0.12	-6.06		-3.03	-3.03
Spark New Zealand	short	9/25/06	11/13/06	49	4.25	4.55	3.95	-0.30	-7.06		-3.53
	short	5/17/10	11/08/10	175	2.07	2.08	2.06	-0.01	-0.48		-0.24	-3.76
Tegel	short	2/19/18	5/28/18	98	1.04	1.12	0.96	-0.08	-7.69		-3.85	-3.85
Xero	long	5/28/18	12/10/18	196	40.32	37.20		-3.12	-7.74		-3.87	-3.87
Skycity Entertainm.	short	11/28/16	5/01/17	154	4.02	4.36	3.68	-0.34	-8.46		-4.23	-4.23
Fletcher Building	short	12/10/18	4/15/19	126	4.56	4.96	4.16	-0.40	-8.77		-4.39	-4.39
TrustPower	short	11/11/13	5/19/14	189	6.63	7.05	6.21	-0.42	-6.33		-3.17
	short	11/28/16	5/01/17	154	4.45	4.82	4.08	-0.37	-8.31		-4.16	-7.19
Pushpay	long	9/14/20	1/24/22	497	1.93	1.16		-0.77	-39.74		-19.87
	short	1/24/22	5/29/23	490	1.16	1.41	0.91	-0.25	-21.55		-10.78	-28.50
Xero	long	5/25/09	6/08/09	14	1.25	1.25		0.00	0.00		0.00
	long	6/15/09	5/17/10	336	1.26	1.47		0.21	16.67		8.33
	long	5/19/14	9/07/15	476	32.40	13.60		-18.80	-58.02		-29.01
	short	9/07/15	12/07/15	91	13.60	18.27	8.93	-4.67	-34.34		-17.17	-36.30

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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