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

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

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	∅-RS
		NZX 50	7,454.073	8/12/24	0.31	7,155.575	4.17	7,019.838	135.736	1.93	1.45
		Gentrack	6.130	8/12/24	2.02	6.252	-1.94	4.738	1.514	31.95	74.68
	L	Vista	1.833	8/12/24	5.23	1.366	34.22	1.102	0.264	23.97	36.59
	L	a2 Milk	4.522	8/12/24	0.95	4.400	2.76	3.713	0.687	18.50	37.47
	L	Fisher & Paykel HC	19.902	8/12/24	0.89	18.178	9.48	15.659	2.519	16.09	24.37
	L	Fonterra Shs Fund	2.543	8/12/24	2.20	2.470	2.95	2.132	0.338	15.86	19.52
		Westpac Banking	18.524	8/12/24	0.07	17.784	4.16	16.536	1.248	7.55	16.94
	L	Meridian Energy (NS)	3.824	8/12/24	1.29	4.006	-4.55	3.506	0.500	14.25	18.95
	L	Contact Energy	5.086	8/12/24	0.84	5.535	-8.11	5.093	0.442	8.68	10.90
	L	Scales	2.033	8/12/24		2.124	-4.29	1.895	0.229	12.09	9.51
		ANZ Banking NZ	18.239	8/12/24	0.13	18.694	-2.44	18.271	0.423	2.32	8.73
		Infratil	6.415	8/12/24	-0.75	6.767	-5.20	6.402	0.365	5.71	8.07
	L	Sanford	2.488	8/12/24	-0.49	2.416	3.02	2.369	0.047	1.97	0.22
		Channel Infra	0.923	8/12/24	0.66	0.898	2.70	0.912	-0.014	-1.51	-2.18
	L	Mainfreight	44.065	8/12/24	-0.55	42.031	4.84	41.161	0.870	2.11	3.11
		Mercury	3.909	8/12/24	-2.13	4.073	-4.02	3.796	0.276	7.28	4.68
	L	Manawa Energy	2.525	8/12/24	2.46	2.501	0.97	2.707	-0.206	-7.61	-6.68
	S	Goodman Property	1.232	8/12/24	-1.46	1.217	1.25	1.327	-0.110	-8.27	-7.74
		Turners Automotive	2.616	8/12/24	1.17	2.373	10.23	2.695	-0.322	-11.93	-5.45
	S	Property for Indust.	1.329	8/12/24	0.69	1.305	1.86	1.321	-0.016	-1.19	-4.61
		New Zealand Exchange	0.765	8/12/24	0.80	0.637	20.00	0.681	-0.044	-6.43	-3.58
		Chorus	4.795	8/12/24	0.13	4.692	2.20	4.400	0.291	6.62	-0.04
		Vector	2.228	8/12/24		2.246	-0.81	2.191	0.054	2.48	-2.96
	S	Freightways	5.432	8/12/24	1.24	4.746	14.45	5.176	-0.430	-8.31	-6.33
		Kiwi Property	0.546	8/12/24		0.498	9.76	0.495	0.003	0.64	-3.81
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	∅-RS
	S	Argosy Property	0.659	8/12/24	0.93	0.619	6.37	0.678	-0.059	-8.71	-9.35
	S	Precinct Properties	0.759	8/12/24	0.81	0.689	10.13	0.705	-0.016	-2.25	-5.70
	S	Hallenstein Glasson	3.490	8/12/24	0.70	3.308	5.50	3.411	-0.103	-3.03	-6.32
	S	Auckland Int Airport	4.510	8/12/24	0.68	4.643	-2.88	4.720	-0.077	-1.63	-5.15
		Stride Property	0.789	8/12/24		0.710	11.11	0.758	-0.048	-6.33	-12.53
	S	Vulcan Steel	4.261	8/12/24	0.14	4.309	-1.13	4.975	-0.666	-13.38	-13.02
	S	Summerset	6.616	8/12/24	-0.73	5.730	15.47	6.610	-0.880	-13.31	-7.61
	S	Sky Network Telev.	1.608	8/12/24	-1.85	1.481	8.61	1.682	-0.201	-11.95	-7.40
	S	Vital Healthcare	1.147	8/12/24	-1.05	1.077	6.48	1.291	-0.214	-16.56	-16.91
	S	Genesis Energy	1.353	8/12/24	-1.11	1.314	3.00	1.392	-0.078	-5.59	-11.27
	S	Ebos	21.917	8/12/24	0.11	19.513	12.32	20.717	-1.204	-5.81	-10.06
		Port of Tauranga	3.290	8/12/24	-0.91	2.919	12.68	2.861	0.059	2.06	-11.52
	S	Investore Property	0.704	8/12/24		0.619	13.73	0.657	-0.038	-5.83	-13.56
	S	Skellerup	2.731	8/12/24	3.21	2.240	21.95	2.576	-0.337	-13.07	-17.70
	S	Arvida	0.989	8/12/24	0.62	0.552	79.12	0.628	-0.075	-12.02	-17.49
	S	Spark New Zealand	2.622	8/12/24		2.482	5.62	2.792	-0.310	-11.10	-16.38
	S	Air New Zealand	0.337	8/12/24	0.91	0.325	3.74	0.338	-0.013	-3.81	-17.74
	S	Oceania Healthcare	0.467	8/12/24		0.328	42.59	0.361	-0.034	-9.28	-19.79
	S	Serko	2.215	8/12/24	0.27	1.973	12.31	2.020	-0.047	-2.33	-15.35
	S	Skycity Entertainm.	0.941	8/12/24	-0.64	0.898	4.73	1.102	-0.203	-18.46	-22.91
	S	Warehouse	0.722	8/12/24	-0.83	0.595	21.43	0.847	-0.252	-29.77	-36.27
	S	Ryman Healthcare	2.828	8/12/24	0.65	2.149	31.64	2.594	-0.445	-17.17	-32.57
	S	Heartland	0.643	8/12/24	0.95	0.589	9.28	0.628	-0.039	-6.22	-30.21
	S	Fletcher Building	1.894	8/12/24	0.65	1.827	3.65	2.351	-0.524	-22.30	-29.92
	S	KMD Brands	0.249	8/12/24	2.50	0.219	13.89	0.320	-0.101	-31.68	-46.28
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	∅-RS
	S	Tourism	1.262	8/12/24	1.96	1.086	16.20	1.723	-0.637	-36.96	-42.77
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 4/22/24 - 18 did rise, Market-Ratio(10) in USD = 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 Dollar * 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	1,119	8.934	7.170	11.130	2.197	25	12,458	4,466
8/27/07		9/03/07	7		- cash -
	9/03/07	9/10/07	7		Turners Automotive	100	1,945	6.405	6.432	6.377	-0.028	0	12,404	-20
9/10/07		11/26/07	77		- cash -
	11/26/07	12/03/07	7		Turners Automotive	100	2,078	5.968	6.010	5.926	-0.042	-1	12,317	-31
12/03/07		12/10/07	7		- cash -
	12/10/07	12/24/07	14		Turners Automotive	100	1,949	6.317	6.070	6.573	0.257	4	12,817	182
12/24/07		1/07/08	14		- cash -
	1/07/08	3/31/08	84		Turners Automotive	100	2,257	5.678	4.178	7.716	2.038	36	17,417	279
3/31/08		4/14/08	14		- cash -
	4/14/08	4/21/08	7		Turners Automotive	100	5,169	3.369	3.427	3.311	-0.058	-2	17,118	-59
4/21/08		6/23/08	63		- cash -
	6/23/08	8/04/08	42		Turners Automotive	100	7,544	2.269	1.249	4.123	1.853	82	31,101	17,831
8/04/08		10/13/08	70		- cash -
	10/13/08	12/08/08	56		Turners Automotive	100	89,026	0.349	0.338	0.361	0.011	3	32,112	23
12/08/08		12/15/08	7		- cash -
	12/15/08	12/22/08	7		Tourism	100	98,195	0.327	0.368	0.286	-0.041	-12	28,103	-100
12/22/08		12/29/08	7		- cash -
	12/29/08	1/05/09	7		Tourism	100	69,749	0.403	0.393	0.413	0.010	3	28,820	272
1/05/09		2/16/09	42		- cash -
	2/16/09	2/23/09	7		Turners Automotive	100	135,534	0.213	0.208	0.217	0.005	2	29,465	217
2/23/09		2/15/10	357		- cash -
	2/15/10	2/22/10	7		Channel Infra	100	11,833	2.490	2.379	2.606	0.116	5	30,841	981
2/22/10		5/24/10	91		- cash -
	5/24/10	8/02/10	70		Channel Infra	100	13,444	2.294	2.222	2.368	0.075	3	31,843	18
8/02/10		8/01/11	364		- cash -
	8/01/11	9/05/11	35		Heartland	100	58,402	0.545	0.483	0.615	0.070	13	35,929	252
9/05/11		9/12/11	7		- cash -
	9/12/11	10/10/11	28		Heartland	100	79,478	0.452	0.400	0.510	0.058	13	40,558	385
10/10/11		12/26/11	77		- cash -
	12/26/11	1/09/12	14		Heartland	100	113,856	0.356	0.375	0.338	-0.018	-5	38,461	-75
1/09/12		1/23/12	14		- cash -
	1/23/12	1/30/12	7		Turners Automotive	100	63,599	0.605	0.618	0.591	-0.014	-2	37,587	-70
1/30/12		6/24/13	511		- cash -
	6/24/13	7/01/13	7		Chorus	100	20,724	1.814	1.873	1.755	-0.059	-3	36,361	-82
7/01/13		7/22/13	21		- cash -
	7/22/13	7/29/13	7		Chorus	100	17,304	2.101	2.277	1.925	-0.176	-8	33,317	-99
7/29/13		9/28/15	791		- cash -
	9/28/15	10/12/15	14		KMD Brands	100	37,345	0.892	1.014	0.771	-0.121	-14	28,786	-98
10/12/15		2/22/16	133		- cash -
	2/22/16	2/29/16	7		ANZ Banking NZ	100	1,704	16.885	15.959	17.865	0.979	6	30,455	1,792
2/29/16		10/31/16	245		- cash -
	10/31/16	11/21/16	21		Serko	100	101,330	0.301	0.247	0.365	0.065	22	37,016	2,870
11/21/16		2/26/18	462		- cash -
	2/26/18	4/16/18	49		Fletcher Building	100	7,757	4.772	4.613	4.936	0.165	3	38,292	29
4/16/18		10/29/18	196		- cash -
	10/29/18	11/05/18	7		Air New Zealand	100	22,053	1.736	1.986	1.486	-0.250	-14	32,777	-100
11/05/18		11/26/18	21		- cash -
	11/26/18	12/17/18	21		Fletcher Building	100	10,359	3.164	3.285	3.043	-0.121	-4	31,519	-49
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	25,190	1.251	0.808	1.937	0.685	55	48,783	9,411
	4/06/20	5/11/20	35		KMD Brands	100	117,237	0.416	0.644	0.188	-0.228	-55	22,041	-100
5/11/20		5/18/20	7		- cash -
	5/18/20	5/25/20	7		Sky Network Telev.	100	20,570	1.071	1.044	1.100	0.028	3	22,622	288
5/25/20		11/29/21	553		- cash -
	11/29/21	12/13/21	14		a2 Milk	100	5,361	4.219	4.001	4.448	0.229	5	23,851	297
12/13/21		1/24/22	42		- cash -
	1/24/22	2/07/22	14		Ryman Healthcare	100	3,305	7.216	6.579	7.914	0.698	10	26,157	1,010
2/07/22		2/21/22	14		- cash -
	2/21/22	4/04/22	42		Ryman Healthcare	100	4,212	6.210	6.301	6.118	-0.092	-1	25,771	-12
4/04/22		5/30/22	56		- cash -
	5/30/22	7/25/22	56		Air New Zealand	100	59,519	0.433	0.379	0.495	0.062	14	29,432	138
7/25/22		10/03/22	70		- cash -
	10/03/22	11/14/22	42		Serko	100	16,619	1.771	1.594	1.967	0.196	11	32,691	149
11/14/22		3/20/23	126		- cash -
	3/20/23	3/27/23	7		Ryman Healthcare	100	10,219	3.199	3.116	3.284	0.085	3	33,555	290
3/27/23		9/18/23	175		- cash -
	9/18/23	10/30/23	42		KMD Brands	100	71,758	0.468	0.484	0.451	-0.017	-4	32,349	-27
	10/30/23	11/06/23	7		a2 Milk	100	13,227	2.446	2.582	2.309	-0.137	-6	30,540	-95
11/06/23		11/13/23	7		- cash -
	11/13/23	11/27/23	14		a2 Milk	100	12,800	2.386	2.593	2.179	-0.207	-9	27,889	-91
11/27/23		6/03/24	189		- cash -
	6/03/24	8/12/24	70		Tourism	100	24,142	1.155	1.262	1.048	-0.107	-9	25,299	-40
accum	8/06/07	8/12/24	1272	days out of 7131 invested (18%)							153		25,299	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	8.93	7.17	11.13	2.20	24.59
		9/03/07	9/10/07	7	6.40	6.43	6.38	-0.03	-0.43
		11/26/07	12/03/07	7	5.97	6.01	5.93	-0.04	-0.70
		12/10/07	12/24/07	14	6.32	6.07	6.57	0.26	4.06
		1/07/08	3/31/08	84	5.68	4.18	7.72	2.04	35.89
		4/14/08	4/21/08	7	3.37	3.43	3.31	-0.06	-1.72
		6/23/08	8/04/08	42	2.27	1.25	4.12	1.85	81.69
		10/13/08	12/08/08	56	0.35	0.34	0.36	0.01	3.25
		2/16/09	2/23/09	7	0.21	0.21	0.22	0.00	2.24
		1/23/12	1/30/12	7	0.60	0.62	0.59	-0.01	-2.27	220.89
Gentrack		3/02/20	4/06/20	35	1.25	0.81	1.94	0.69	54.77	54.77
Serko		10/31/16	11/21/16	21	0.30	0.25	0.37	0.06	21.55
		10/03/22	11/14/22	42	1.77	1.59	1.97	0.20	11.07	35.00
Heartland		8/01/11	9/05/11	35	0.55	0.48	0.62	0.07	12.83
		9/12/11	10/10/11	28	0.45	0.40	0.51	0.06	12.88
		12/26/11	1/09/12	14	0.36	0.37	0.34	-0.02	-5.17	20.78
Ryman Healthcare		1/24/22	2/07/22	14	7.22	6.58	7.91	0.70	9.67
		2/21/22	4/04/22	42	6.21	6.30	6.12	-0.09	-1.47
		3/20/23	3/27/23	7	3.20	3.12	3.28	0.08	2.64	10.91
Channel Infra		2/15/10	2/22/10	7	2.49	2.38	2.61	0.12	4.67
		5/24/10	8/02/10	70	2.29	2.22	2.37	0.07	3.25	8.07
ANZ Banking NZ		2/22/16	2/29/16	7	16.89	15.96	17.86	0.98	5.80	5.80
Sky Network Telev.		5/18/20	5/25/20	7	1.07	1.04	1.10	0.03	2.64	2.64
Fletcher Building		2/26/18	4/16/18	49	4.77	4.61	4.94	0.16	3.45
		11/26/18	12/17/18	21	3.16	3.29	3.04	-0.12	-3.84	-0.52
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Air New Zealand		10/29/18	11/05/18	7	1.74	1.99	1.49	-0.25	-14.40
		5/30/22	7/25/22	56	0.43	0.38	0.49	0.06	14.21	-2.24
a2 Milk		11/29/21	12/13/21	14	4.22	4.00	4.45	0.23	5.43
		10/30/23	11/06/23	7	2.45	2.58	2.31	-0.14	-5.59
		11/13/23	11/27/23	14	2.39	2.59	2.18	-0.21	-8.68	-9.10
Chorus		6/24/13	7/01/13	7	1.81	1.87	1.75	-0.06	-3.26
		7/22/13	7/29/13	7	2.10	2.28	1.93	-0.18	-8.37	-11.36
Tourism		12/15/08	12/22/08	7	0.33	0.37	0.29	-0.04	-12.48
		12/29/08	1/05/09	7	0.40	0.39	0.41	0.01	2.55
		6/03/24	8/12/24	70	1.16	1.26	1.05	-0.11	-9.29	-18.58
KMD Brands		9/28/15	10/12/15	14	0.89	1.01	0.77	-0.12	-13.60
		4/06/20	5/11/20	35	0.42	0.64	0.19	-0.23	-54.82
		9/18/23	10/30/23	42	0.47	0.48	0.45	-0.02	-3.60	-62.37

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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