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

Assessment - NZX 50 Index in Euro - 7/01/24 - RS = 10

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
		NZX 50	6,949.407	8/12/24	0.31	6,671.118	4.17	6,584.596	86.521	1.31	2.32
	L	Vista	1.709	8/12/24	5.23	1.273	34.22	1.033	0.240	23.22	37.71
	S	Skellerup	2.546	8/12/24	3.21	2.088	21.95	2.417	-0.329	-13.60	-16.98
	S	KMD Brands	0.232	8/12/24	2.50	0.204	13.89	0.300	-0.096	-32.09	-45.83
	L	Manawa Energy	2.354	8/12/24	2.46	2.331	0.97	2.539	-0.207	-8.17	-5.87
	L	Fonterra Shs Fund	2.371	8/12/24	2.20	2.303	2.95	2.000	0.303	15.16	20.54
		Gentrack	5.715	8/12/24	2.02	5.828	-1.94	4.444	1.384	31.14	76.32
	S	Tourism	1.177	8/12/24	1.96	1.013	16.20	1.617	-0.604	-37.34	-42.28
	L	Meridian Energy (NS)	3.565	8/12/24	1.29	3.735	-4.55	3.289	0.446	13.56	19.97
	S	Freightways	5.064	8/12/24	1.24	4.425	14.45	4.855	-0.430	-8.86	-5.51
		Turners Automotive	2.439	8/12/24	1.17	2.213	10.23	2.528	-0.315	-12.47	-4.60
	L	a2 Milk	4.216	8/12/24	0.95	4.102	2.76	3.483	0.619	17.78	38.63
	S	Heartland	0.600	8/12/24	0.95	0.549	9.28	0.589	-0.040	-6.79	-29.62
	S	Argosy Property	0.614	8/12/24	0.93	0.577	6.37	0.636	-0.059	-9.26	-8.56
	S	Air New Zealand	0.314	8/12/24	0.91	0.303	3.74	0.317	-0.014	-4.40	-17.04
	L	Fisher & Paykel HC	18.554	8/12/24	0.89	16.947	9.48	14.688	2.259	15.38	25.43
	L	Contact Energy	4.742	8/12/24	0.84	5.161	-8.11	4.778	0.383	8.02	11.87
	S	Precinct Properties	0.707	8/12/24	0.81	0.642	10.13	0.661	-0.019	-2.85	-4.91
		New Zealand Exchange	0.713	8/12/24	0.80	0.594	20.00	0.639	-0.045	-7.00	-2.77
	S	Hallenstein Glasson	3.254	8/12/24	0.70	3.084	5.50	3.200	-0.116	-3.62	-5.50
	S	Property for Indust.	1.239	8/12/24	0.69	1.217	1.86	1.239	-0.022	-1.80	-3.79
	S	Auckland Int Airport	4.204	8/12/24	0.68	4.329	-2.88	4.428	-0.099	-2.23	-4.35
		Channel Infra	0.860	8/12/24	0.66	0.837	2.70	0.856	-0.018	-2.11	-1.33
	S	Fletcher Building	1.765	8/12/24	0.65	1.703	3.65	2.205	-0.502	-22.77	-29.35
	S	Ryman Healthcare	2.637	8/12/24	0.65	2.003	31.64	2.433	-0.430	-17.68	-32.01
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
	S	Arvida	0.922	8/12/24	0.62	0.515	79.12	0.589	-0.074	-12.56	-16.77
	S	Serko	2.065	8/12/24	0.27	1.839	12.31	1.894	-0.055	-2.92	-14.62
	S	Vulcan Steel	3.972	8/12/24	0.14	4.018	-1.13	4.666	-0.649	-13.91	-12.26
		ANZ Banking NZ	17.004	8/12/24	0.13	17.428	-2.44	17.138	0.290	1.69	9.70
		Chorus	4.470	8/12/24	0.13	4.374	2.20	4.128	0.246	5.97	0.81
	S	Ebos	20.433	8/12/24	0.11	18.192	12.32	19.432	-1.240	-6.38	-9.29
		Westpac Banking	17.270	8/12/24	0.07	16.580	4.16	15.510	1.069	6.89	17.97
	S	Investore Property	0.656	8/12/24		0.577	13.73	0.617	-0.039	-6.40	-12.83
		Kiwi Property	0.509	8/12/24		0.464	9.76	0.464	0.000	0.03	-3.00
	S	Oceania Healthcare	0.436	8/12/24		0.306	42.59	0.339	-0.033	-9.83	-19.11
	L	Scales	1.896	8/12/24		1.981	-4.29	1.778	0.203	11.41	10.44
	S	Spark New Zealand	2.445	8/12/24		2.314	5.62	2.619	-0.305	-11.64	-15.67
		Stride Property	0.736	8/12/24		0.662	11.11	0.711	-0.049	-6.89	-11.79
		Vector	2.077	8/12/24		2.094	-0.81	2.055	0.038	1.86	-2.12
	L	Sanford	2.320	8/12/24	-0.49	2.252	3.02	2.222	0.030	1.35	1.09
	L	Mainfreight	41.081	8/12/24	-0.55	39.186	4.84	38.609	0.576	1.49	3.98
	S	Skycity Entertainm.	0.877	8/12/24	-0.64	0.837	4.73	1.033	-0.196	-18.95	-22.26
	S	Summerset	6.168	8/12/24	-0.73	5.342	15.47	6.200	-0.858	-13.84	-6.80
		Infratil	5.981	8/12/24	-0.75	6.309	-5.20	6.005	0.304	5.06	9.04
	S	Warehouse	0.673	8/12/24	-0.83	0.555	21.43	0.794	-0.240	-30.19	-35.71
		Port of Tauranga	3.067	8/12/24	-0.91	2.722	12.68	2.683	0.039	1.44	-10.77
	S	Vital Healthcare	1.069	8/12/24	-1.05	1.004	6.48	1.211	-0.207	-17.06	-16.20
	S	Genesis Energy	1.262	8/12/24	-1.11	1.225	3.00	1.305	-0.080	-6.16	-10.52
	S	Goodman Property	1.149	8/12/24	-1.46	1.135	1.25	1.244	-0.110	-8.83	-6.94
	S	Sky Network Telev.	1.500	8/12/24	-1.85	1.381	8.61	1.578	-0.197	-12.49	-6.57
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
		Mercury	3.644	8/12/24	-2.13	3.797	-4.02	3.561	0.236	6.63	5.57
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 4/22/24 - 18 did rise, Market-Ratio(10) in EUR = 36.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 10 - B/S = 26/26

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

Transactions NZX 50 Index in Euro * S10 - 26 ex 4 (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		8/06/07	581		- cash -
short	8/06/07	8/27/07	21		Turners Automotive	100	1,541	6.486	5.243	8.023	1.537	24	12,368	3,929
8/27/07		9/03/07	7		- cash -
	9/03/07	9/10/07	7		Turners Automotive	100	2,632	4.699	4.672	4.726	0.027	1	12,440	35
9/10/07		11/26/07	77		- cash -
	11/26/07	12/03/07	7		Turners Automotive	100	3,092	4.023	4.107	3.940	-0.084	-2	12,181	-67
12/03/07		12/10/07	7		- cash -
	12/10/07	12/24/07	14		Turners Automotive	100	2,826	4.310	4.221	4.401	0.091	2	12,438	72
12/24/07		1/07/08	14		- cash -
	1/07/08	3/31/08	84		Turners Automotive	100	3,229	3.851	2.645	5.607	1.756	46	18,108	412
3/31/08		4/14/08	14		- cash -
	4/14/08	4/21/08	7		Turners Automotive	100	8,492	2.132	2.167	2.098	-0.034	-2	17,816	-57
4/21/08		6/23/08	63		- cash -
	6/23/08	8/04/08	42		Turners Automotive	100	12,254	1.454	0.802	2.634	1.180	81	32,280	17,408
8/04/08		10/13/08	70		- cash -
	10/13/08	12/08/08	56		Turners Automotive	100	123,920	0.260	0.266	0.255	-0.006	-2	31,587	-13
12/08/08		12/15/08	7		- cash -
	12/15/08	12/22/08	7		Tourism	100	129,287	0.244	0.264	0.224	-0.020	-8	28,999	-99
12/22/08		12/29/08	7		- cash -
	12/29/08	1/05/09	7		Tourism	100	100,991	0.287	0.282	0.292	0.005	2	29,500	144
1/05/09		2/16/09	42		- cash -
	2/16/09	2/23/09	7		Turners Automotive	100	178,390	0.165	0.162	0.169	0.003	2	30,077	175
2/23/09		2/15/10	357		- cash -
	2/15/10	2/22/10	7		Channel Infra	100	16,465	1.827	1.747	1.910	0.083	5	31,444	916
2/22/10		5/24/10	91		- cash -
	5/24/10	8/02/10	70		Channel Infra	100	17,240	1.824	1.702	1.954	0.130	7	33,693	43
8/02/10		8/01/11	364		- cash -
	8/01/11	9/05/11	35		Heartland	100	88,959	0.379	0.340	0.422	0.043	11	37,505	206
9/05/11		9/12/11	7		- cash -
	9/12/11	10/10/11	28		Heartland	100	113,197	0.331	0.299	0.367	0.035	11	41,498	274
10/10/11		12/26/11	77		- cash -
	12/26/11	1/09/12	14		Heartland	100	151,946	0.273	0.295	0.252	-0.022	-8	38,230	-88
1/09/12		1/23/12	14		- cash -
	1/23/12	1/30/12	7		Turners Automotive	100	81,714	0.468	0.468	0.468	-0.000	0	38,226	0
1/30/12		6/24/13	511		- cash -
	6/24/13	7/01/13	7		Chorus	100	27,656	1.382	1.440	1.325	-0.057	-4	36,640	-89
7/01/13		7/22/13	21		- cash -
	7/22/13	7/29/13	7		Chorus	100	22,917	1.599	1.717	1.481	-0.118	-7	33,938	-98
7/29/13		9/28/15	791		- cash -
	9/28/15	10/12/15	14		KMD Brands	100	42,769	0.794	0.892	0.695	-0.099	-12	29,720	-97
10/12/15		2/22/16	133		- cash -
	2/22/16	2/29/16	7		ANZ Banking NZ	100	1,943	15.296	14.670	15.949	0.653	4	30,989	784
2/29/16		10/31/16	245		- cash -
	10/31/16	11/21/16	21		Serko	100	113,314	0.273	0.233	0.322	0.048	18	36,431	1,565
11/21/16		2/26/18	462		- cash -
	2/26/18	4/16/18	49		Fletcher Building	100	9,396	3.877	3.727	4.033	0.156	4	37,895	34
4/16/18		10/29/18	196		- cash -
	10/29/18	11/05/18	7		Air New Zealand	100	24,860	1.524	1.742	1.306	-0.218	-14	32,470	-100
11/05/18		11/26/18	21		- cash -
	11/26/18	12/17/18	21		Fletcher Building	100	11,639	2.790	2.894	2.686	-0.104	-4	31,259	-48
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
12/17/18		3/02/20	441		- cash -
	3/02/20	4/06/20	35		Gentrack	100	27,893	1.121	0.748	1.678	0.558	50	46,817	6,654
	4/06/20	5/11/20	35		KMD Brands	100	121,569	0.385	0.596	0.174	-0.211	-55	21,190	-100
5/11/20		5/18/20	7		- cash -
	5/18/20	5/25/20	7		Sky Network Telev.	100	21,568	0.982	0.958	1.008	0.025	3	21,739	280
5/25/20		11/29/21	553		- cash -
	11/29/21	12/13/21	14		a2 Milk	100	5,807	3.743	3.542	3.956	0.213	6	22,975	323
12/13/21		1/24/22	42		- cash -
	1/24/22	2/07/22	14		Ryman Healthcare	100	3,607	6.368	5.750	7.052	0.684	11	25,441	1,328
2/07/22		2/21/22	14		- cash -
	2/21/22	4/04/22	42		Ryman Healthcare	100	4,646	5.476	5.741	5.210	-0.265	-5	24,208	-35
4/04/22		5/30/22	56		- cash -
	5/30/22	7/25/22	56		Air New Zealand	100	60,299	0.401	0.371	0.435	0.033	8	26,206	68
7/25/22		10/03/22	70		- cash -
	10/03/22	11/14/22	42		Serko	100	14,502	1.807	1.542	2.117	0.310	17	30,705	296
11/14/22		3/20/23	126		- cash -
	3/20/23	3/27/23	7		Ryman Healthcare	100	10,291	2.984	2.887	3.083	0.100	3	31,731	455
3/27/23		9/18/23	175		- cash -
	9/18/23	10/30/23	42		KMD Brands	100	72,582	0.437	0.456	0.418	-0.019	-4	30,332	-32
	10/30/23	11/06/23	7		a2 Milk	100	13,163	2.304	2.405	2.204	-0.101	-4	29,007	-90
11/06/23		11/13/23	7		- cash -
	11/13/23	11/27/23	14		a2 Milk	100	13,008	2.230	2.371	2.089	-0.141	-6	27,173	-82
11/27/23		6/03/24	189		- cash -
	6/03/24	8/12/24	70		Tourism	100	25,568	1.063	1.177	0.949	-0.114	-11	24,252	-45
accum	8/06/07	8/12/24	1195	days out of 7054 invested (17%)							143		24,252	31

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Turners Automotive	short	8/06/07	8/27/07	21	6.49	5.24	8.02	1.54	23.69
		9/03/07	9/10/07	7	4.70	4.67	4.73	0.03	0.58
		11/26/07	12/03/07	7	4.02	4.11	3.94	-0.08	-2.08
		12/10/07	12/24/07	14	4.31	4.22	4.40	0.09	2.11
		1/07/08	3/31/08	84	3.85	2.65	5.61	1.76	45.59
		4/14/08	4/21/08	7	2.13	2.17	2.10	-0.03	-1.61
		6/23/08	8/04/08	42	1.45	0.80	2.63	1.18	81.19
		10/13/08	12/08/08	56	0.26	0.27	0.25	-0.01	-2.15
		2/16/09	2/23/09	7	0.17	0.16	0.17	0.00	1.96
		1/23/12	1/30/12	7	0.47	0.47	0.47	-0.00	-0.01	222.07
Gentrack		3/02/20	4/06/20	35	1.12	0.75	1.68	0.56	49.77	49.77
Serko		10/31/16	11/21/16	21	0.27	0.23	0.32	0.05	17.56
		10/03/22	11/14/22	42	1.81	1.54	2.12	0.31	17.17	37.74
Heartland		8/01/11	9/05/11	35	0.38	0.34	0.42	0.04	11.32
		9/12/11	10/10/11	28	0.33	0.30	0.37	0.04	10.65
		12/26/11	1/09/12	14	0.27	0.29	0.25	-0.02	-7.88	13.47
Channel Infra		2/15/10	2/22/10	7	1.83	1.75	1.91	0.08	4.55
		5/24/10	8/02/10	70	1.82	1.70	1.95	0.13	7.15	12.02
Ryman Healthcare		1/24/22	2/07/22	14	6.37	5.75	7.05	0.68	10.74
		2/21/22	4/04/22	42	5.48	5.74	5.21	-0.27	-4.85
		3/20/23	3/27/23	7	2.98	2.89	3.08	0.10	3.34	8.89
ANZ Banking NZ		2/22/16	2/29/16	7	15.30	14.67	15.95	0.65	4.27	4.27
Sky Network Telev.		5/18/20	5/25/20	7	0.98	0.96	1.01	0.03	2.59	2.59
Fletcher Building		2/26/18	4/16/18	49	3.88	3.73	4.03	0.16	4.02
		11/26/18	12/17/18	21	2.79	2.89	2.69	-0.10	-3.73	0.14
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk		11/29/21	12/13/21	14	3.74	3.54	3.96	0.21	5.69
		10/30/23	11/06/23	7	2.30	2.40	2.20	-0.10	-4.37
		11/13/23	11/27/23	14	2.23	2.37	2.09	-0.14	-6.32	-5.32
Air New Zealand		10/29/18	11/05/18	7	1.52	1.74	1.31	-0.22	-14.31
		5/30/22	7/25/22	56	0.40	0.37	0.43	0.03	8.25	-7.24
Chorus		6/24/13	7/01/13	7	1.38	1.44	1.32	-0.06	-4.15
		7/22/13	7/29/13	7	1.60	1.72	1.48	-0.12	-7.37	-11.22
Tourism		12/15/08	12/22/08	7	0.24	0.26	0.22	-0.02	-8.19
		12/29/08	1/05/09	7	0.29	0.28	0.29	0.00	1.73
		6/03/24	8/12/24	70	1.06	1.18	0.95	-0.11	-10.75	-16.65
KMD Brands		9/28/15	10/12/15	14	0.79	0.89	0.69	-0.10	-12.43
		4/06/20	5/11/20	35	0.39	0.60	0.17	-0.21	-54.74
		9/18/23	10/30/23	42	0.44	0.46	0.42	-0.02	-4.41	-62.11

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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