Share-o-matic - Assessment NZX 20 (NZX 20 Index)

Assessment - NZX 20 Index - 13/03/23 - RS = 26

		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
	L	SOM Price Index	427.432	Mon	-1.43	431.674	-0.98	450.134	-18.460	-4.10	-1.17
	L	Fisher & Paykel HC	24.880	Mon	-0.72	25.250	-1.47	20.490	4.760	23.23	16.76
	L	Auckland Int Airport	8.700	Mon	-1.81	8.565	1.58	7.720	0.845	10.95	11.00
	L	Mercury	6.160	Mon	0.16	6.350	-2.99	6.160	0.190	3.08	9.47
	L	Air New Zealand	0.765	Mon	-2.55	0.790	-3.16	0.675	0.115	17.04	6.51
	L	Xero	89.360	Mon	-0.12	86.390	3.44	89.240	-2.850	-3.19	6.22
		Meridian Energy (NS)	5.150	Mon	-1.34	5.210	-1.15	4.990	0.220	4.41	6.02
		Infratil	8.650	Mon	-3.14	8.610	0.46	9.290	-0.680	-7.32	1.89
	L	Sky Network Telev.	2.430	Mon	-1.22	2.450	-0.82	2.350	0.100	4.26	1.60
		Chorus	7.940	Mon	-0.75	7.820	1.53	7.760	0.060	0.77	1.12
	S	Spark New Zealand	4.900	Mon	0.93	4.955	-1.11	5.450	-0.495	-9.08	-1.64
		Contact Energy	7.580	Mon	-1.43	7.500	1.07	7.940	-0.440	-5.54	-1.87
	L	Goodman Property	2.060	Mon	-2.37	2.060		2.190	-0.130	-5.94	-2.64
	L	Mainfreight	69.000	Mon	-0.36	69.900	-1.29	74.400	-4.500	-6.05	-4.20
	L	Precinct Properties	1.240	Mon	-0.80	1.255	-1.20	1.360	-0.105	-7.72	-6.20
		Kiwi Property	0.870	Mon	-4.40	0.895	-2.79	0.995	-0.100	-10.05	-7.52
		Skycity Entertainm.	2.310	Mon	-2.12	2.340	-1.28	2.860	-0.520	-18.18	-14.07
		Fletcher Building	4.240	Mon	-2.53	4.520	-6.19	5.580	-1.060	-19.00	-14.52
	S	Ryman Healthcare	5.120	Mon	-1.16	5.250	-2.48	9.250	-4.000	-43.24	-32.52
NZX 20 - 18 out of 18 instruments rated - 13/03/23 / 12/09/22 - 7 did rise, Market-Ratio(26) = 38.89 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 20 RS = 26 - B/S = 60/40

7/01/19	scale up chart	13/03/23

Transactions NZX 20 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
2/01/06		16/01/06	14		- cash -
long	16/01/06	25/09/06	252		Mainfreight	50	1,347	3.710	6.400		2.690	73	13,623	120
					Ryman Healthcare	50	4,904	1.020	1.780		0.760	75	17,350	124
100							74						122
short	25/09/06	13/11/06	49		Sky Network Telev.	50	164	52.700	58.900	46.500	-6.200	-12	16,334	-61
					Spark New Zealand	50	2,048	4.250	4.550	3.950	-0.300	-7	15,719	-42
100							-9						-52
long	13/11/06	6/08/07	266		Mainfreight	50	1,159	6.780	7.200		0.420	6	16,206	9
					Ryman Healthcare	50	4,416	1.780	2.070		0.290	16	17,487	23
100							11						16
short	6/08/07	24/09/07	49		Fisher & Paykel HC	50	2,571	3.400	3.390	3.410	0.010	0	17,512	2
					Skycity Entertainm.	50	1,892	4.620	5.140	4.100	-0.520	-11	16,529	-59
100							-5						-34
long	24/09/07	12/11/07	49		Air New Zealand	50	3,722	2.220	2.000		-0.220	-10	15,710	-54
					Auckland Int Airport	50	2,615	3.160	3.070		-0.090	-3	15,474	-19
100							-6						-39
short	12/11/07	27/07/09	623		Fisher & Paykel HC	50	2,410	3.210	3.190	3.230	0.020	1	15,523	0
					Spark New Zealand	50	1,838	4.210	2.860	6.197	1.987	47	19,175	25
100							24						13
long	27/07/09	31/05/10	308		Fletcher Building	50	1,315	7.290	8.260		0.970	13	20,451	16
					Xero	50	6,523	1.470	1.400		-0.070	-5	19,994	-6
100							4						5
short	31/05/10	8/11/10	161		Kiwi Property	50	10,985	0.910	1.030	0.790	-0.120	-13	18,676	-27
					Spark New Zealand	50	5,262	1.900	2.080	1.720	-0.180	-9	17,729	-20
100							-11						-24
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	8/11/10	21/11/11	378		Mainfreight	50	1,197	7.400	10.350		2.950	40	21,260	38
					Xero	50	4,955	1.790	2.850		1.060	59	26,512	57
100							50						47
short	21/11/11	6/02/12	77		Fisher & Paykel HC	50	5,500	2.410	2.120	2.740	0.330	14	28,326	84
					Fletcher Building	50	2,209	6.000	6.410	5.590	-0.410	-7	27,420	-29
100							3						17
long	6/02/12	31/08/15	1302		Port of Tauranga	50	6,528	2.100	3.446		1.346	64	36,207	15
					Xero	50	4,525	3.030	13.900		10.870	359	85,393	53
100							211						38
short	31/08/15	14/12/15	105		Sky Network Telev.	50	842	50.700	42.100	61.057	10.357	20	94,114	91
					Xero	50	3,072	13.900	17.750	10.050	-3.850	-28	82,287	-68
100							-4						-12
long	14/12/15	31/10/16	322		Fisher & Paykel HC	50	4,921	8.360	8.860		0.500	6	84,747	7
					Z Energy	50	6,168	6.670	7.820		1.150	17	91,840	20
100							12						13
short	31/10/16	1/05/17	182		Air New Zealand	50	23,792	1.930	2.610	1.250	-0.680	-35	75,662	-58
					Skycity Entertainm.	50	11,774	3.900	4.360	3.440	-0.460	-12	70,246	-22
100							-24						-42
long	1/05/17	5/02/18	280		Air New Zealand	50	13,457	2.610	3.050		0.440	17	76,167	23
					Mainfreight	50	1,593	22.040	26.130		4.090	19	82,682	25
100							18						24
short	5/02/18	14/05/18	98		Sky Network Telev.	50	1,471	28.100	21.700	36.388	8.288	29	94,873	162
					Trade Me	50	9,312	4.440	4.750	4.130	-0.310	-7	91,987	-24
100							11						49
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	14/05/18	9/03/20	665		Ryman Healthcare	50	4,034	11.400	14.470		3.070	27	104,371	14
					Xero	50	1,147	40.070	71.400		31.330	78	140,306	37
100							53						26
short	9/03/20	14/09/20	189		Air New Zealand	50	35,976	1.950	1.345	2.827	0.877	45	171,861	105
					Sky Network Telev.	50	13,755	5.100	1.530	17.000	11.900	233	335,545	923
100							139						439
long	14/09/20	17/05/21	245		Chorus	50	18,335	9.150	6.310		-2.840	-31	283,474	-43
					Fisher & Paykel HC	50	5,053	33.200	33.480		0.280	1	284,889	1
100							-15						-22
short	17/05/21	23/08/21	98		Chorus	50	22,574	6.310	6.930	5.690	-0.620	-10	270,893	-32
					Meridian Energy (NS)	50	27,184	5.240	5.280	5.200	-0.040	-1	269,806	-3
100							-5						-18
long	23/08/21	24/01/22	154		Fletcher Building	50	17,474	7.720	6.820		-0.900	-12	254,079	-25
					Mainfreight	50	1,498	90.010	85.500		-4.510	-5	247,323	-11
100							-8						-19
short	24/01/22	19/12/22	329		Ryman Healthcare	50	11,450	10.800	5.800	20.110	9.310	86	353,926	99
					Xero	50	1,063	116.250	73.200	184.618	68.368	59	426,602	67
100							73						83
long	19/12/22	13/02/23	56		Chorus	50	25,776	8.275	8.550		0.275	3	433,690	24
					Spark New Zealand	50	40,475	5.270	5.240		-0.030	-1	432,476	-4
100							1						9
short	13/02/23	20/03/23	35		Ryman Healthcare	50	33,114	6.530	5.120	8.328	1.798	28	492,025	1,164
					Skycity Entertainm.	50	85,470	2.530	2.310	2.771	0.241	10	512,623	158
100							19						489
accum	16/01/06	20/03/23	6273	days out of 6287 invested (100%)							5,026		512,623	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Xero	long	27/07/09	31/05/10	308	1.47	1.40		-0.07	-4.76	50	-2.38
	long	8/11/10	21/11/11	378	1.79	2.85		1.06	59.22		29.61
	long	6/02/12	31/08/15	1302	3.03	13.90		10.87	358.75		179.37
	short	31/08/15	14/12/15	105	13.90	17.75	10.05	-3.85	-27.70		-13.85	204.52
Ryman Healthcare	long	16/01/06	25/09/06	252	1.02	1.78		0.76	74.51		37.25
	long	13/11/06	6/08/07	266	1.78	2.07		0.29	16.29		8.15
	long	14/05/18	9/03/20	665	11.40	14.47		3.07	26.93		13.46
	short	24/01/22	19/12/22	329	10.80	5.80	20.11	9.31	86.21		43.10
	short	13/02/23	20/03/23	35	6.53	5.12	8.33	1.80	27.54		13.77	174.21
Sky Network Telev.	short	25/09/06	13/11/06	49	52.70	58.90	46.50	-6.20	-11.76		-5.88
	short	31/08/15	14/12/15	105	50.70	42.10	61.06	10.36	20.43		10.21
	short	5/02/18	14/05/18	98	28.10	21.70	36.39	8.29	29.49		14.75
	short	9/03/20	14/09/20	189	5.10	1.53	17.00	11.90	233.33		116.67	157.89
Xero	long	14/05/18	9/03/20	665	40.07	71.40		31.33	78.19		39.09
	short	24/01/22	19/12/22	329	116.25	73.20	184.62	68.37	58.81		29.41	80.00
Mainfreight	long	16/01/06	25/09/06	252	3.71	6.40		2.69	72.51		36.25
	long	13/11/06	6/08/07	266	6.78	7.20		0.42	6.19		3.10
	long	8/11/10	21/11/11	378	7.40	10.35		2.95	39.86		19.93
	long	1/05/17	5/02/18	280	22.04	26.13		4.09	18.56		9.28
	long	23/08/21	24/01/22	154	90.01	85.50		-4.51	-5.01		-2.51	79.49
Port of Tauranga	long	6/02/12	31/08/15	1302	2.10	3.45		1.35	64.10		32.05	32.05
Spark New Zealand	short	25/09/06	13/11/06	49	4.25	4.55	3.95	-0.30	-7.06		-3.53
	short	12/11/07	27/07/09	623	4.21	2.86	6.20	1.99	47.20		23.60
	short	31/05/10	8/11/10	161	1.90	2.08	1.72	-0.18	-9.47		-4.74
	long	19/12/22	13/02/23	56	5.27	5.24		-0.03	-0.57		-0.28	13.27
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Fisher & Paykel HC	short	6/08/07	24/09/07	49	3.40	3.39	3.41	0.01	0.29		0.15
	short	12/11/07	27/07/09	623	3.21	3.19	3.23	0.02	0.63		0.31
	short	21/11/11	6/02/12	77	2.41	2.12	2.74	0.33	13.68		6.84
	long	14/12/15	31/10/16	322	8.36	8.86		0.50	5.98		2.99
	long	14/09/20	17/05/21	245	33.20	33.48		0.28	0.84		0.42	11.01
Z Energy	long	14/12/15	31/10/16	322	6.67	7.82		1.15	17.24		8.62	8.62
Air New Zealand	long	24/09/07	12/11/07	49	2.22	2.00		-0.22	-9.91		-4.95
	short	31/10/16	1/05/17	182	1.93	2.61	1.25	-0.68	-35.23		-17.62
	long	1/05/17	5/02/18	280	2.61	3.05		0.44	16.86		8.43
	short	9/03/20	14/09/20	189	1.95	1.35	2.83	0.88	44.98		22.49	4.00
Meridian Energy (NS)	short	17/05/21	23/08/21	98	5.24	5.28	5.20	-0.04	-0.76		-0.38	-0.38
Auckland Int Airport	long	24/09/07	12/11/07	49	3.16	3.07		-0.09	-2.85		-1.42	-1.42
Fletcher Building	long	27/07/09	31/05/10	308	7.29	8.26		0.97	13.31		6.65
	short	21/11/11	6/02/12	77	6.00	6.41	5.59	-0.41	-6.83		-3.42
	long	23/08/21	24/01/22	154	7.72	6.82		-0.90	-11.66		-5.83	-3.00
Trade Me	short	5/02/18	14/05/18	98	4.44	4.75	4.13	-0.31	-6.98		-3.49	-3.49
Kiwi Property	short	31/05/10	8/11/10	161	0.91	1.03	0.79	-0.12	-13.19		-6.59	-6.59
Skycity Entertainm.	short	6/08/07	24/09/07	49	4.62	5.14	4.10	-0.52	-11.26		-5.63
	short	31/10/16	1/05/17	182	3.90	4.36	3.44	-0.46	-11.79		-5.90
	short	13/02/23	20/03/23	35	2.53	2.31	2.77	0.24	9.53		4.76	-6.96
Chorus	long	14/09/20	17/05/21	245	9.15	6.31		-2.84	-31.04		-15.52
	short	17/05/21	23/08/21	98	6.31	6.93	5.69	-0.62	-9.83		-4.91
	long	19/12/22	13/02/23	56	8.28	8.55		0.28	3.32		1.66	-18.33

Annotations

17/09/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
5/04/18	Xero	this is the instrument traded at the ASX in AUD
29/07/16	Mighty River Power	renames to Mercury NZ Limited
17/06/16	NZX 20	Chorus replaces Port of Tauranga
30/04/15	Meridian Energy (NS)	replaces MELCA.NZ


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