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

Assessment - NZX 20 Index - 4/15/24 - RS = 27

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ27	∅-RS
		SOM Price Index	440.560	Mon	-0.27	440.560		431.084	9.476	2.20	-1.07
	L	a2 Milk	6.070	05:00	-3.34	6.280	-3.34	4.410	1.870	42.40	22.42
		Summerset	11.180	05:00	-0.18	11.200	-0.18	9.840	1.360	13.82	13.68
	L	Fisher & Paykel HC	26.400	05:00	-0.86	26.630	-0.86	21.680	4.950	22.83	12.38
	L	Infratil	10.810	05:00	-0.37	10.850	-0.37	10.150	0.700	6.90	7.69
		Meridian Energy (NS)	5.830	05:00	0.69	5.790	0.69	5.040	0.750	14.88	6.76
	L	Goodman Property	2.245	05:00	-1.10	2.270	-1.10	2.125	0.145	6.82	4.70
	L	Contact Energy	8.420	05:00	0.12	8.410	0.12	7.870	0.540	6.86	4.41
		Mercury	6.530	05:00	-0.31	6.550	-0.31	6.020	0.530	8.80	2.37
	L	Freightways	8.560	05:00	-1.61	8.700	-1.61	8.250	0.450	5.45	2.25
		Mainfreight	68.000	05:00		68.000		62.800	5.200	8.28	0.52
	S	Auckland Int Airport	8.005	05:00	-1.05	8.090	-1.05	7.850	0.240	3.06	-2.00
	S	Precinct Properties	1.175	05:00	-1.26	1.190	-1.26	1.165	0.025	2.15	-2.42
	L	Kiwi Property	0.830	05:00	-1.78	0.845	-1.78	0.860	-0.015	-1.74	-2.69
	L	Ebos	35.010	05:00	-1.38	35.500	-1.38	34.200	1.300	3.80	-4.41
	S	Chorus	7.305	05:00	-2.99	7.530	-2.99	7.585	-0.055	-0.73	-5.39
		Skycity Entertainm.	1.880	05:00	-1.05	1.900	-1.05	1.940	-0.040	-2.06	-6.64
	S	Spark New Zealand	4.680	05:00	-0.11	4.685	-0.11	4.810	-0.125	-2.60	-7.60
		Port of Tauranga	5.030	05:00	-0.79	5.070	-0.79	5.720	-0.650	-11.36	-11.27
	S	Fletcher Building	3.870	05:00	-2.03	3.950	-2.03	4.820	-0.870	-18.05	-15.29
	S	Ryman Healthcare	4.440	05:00	-1.33	4.500	-1.33	6.050	-1.550	-25.62	-21.27
NZX 20 - 20 out of 20 instruments rated - 4/15/24 / 10/09/23 - 13 did rise, Market-Ratio(27) = 65.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 20 RS = 27 - B/S = 52/52

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

Transactions NZX 20 Index * L27 - 52 ex 2 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	1/30/06	28		Mainfreight	100	2,739	3.650	3.580	-0.070	-2	9,808	-22
1/30/06		3/06/06	35		- cash -
	3/06/06	10/09/06	217		Mainfreight	100	2,249	4.360	6.450	2.090	48	14,509	93
10/09/06		10/16/06	7		- cash -
	10/16/06	2/26/07	133		Mainfreight	100	2,225	6.520	7.450	0.930	14	16,578	44
	2/26/07	5/14/07	77		Ryman Healthcare	100	7,207	2.300	2.520	0.220	10	18,163	54
	5/14/07	7/16/07	63		a2 Milk	100	139,719	0.130	0.230	0.100	77	32,135	2,626
7/16/07		9/24/07	70		- cash -
	9/24/07	11/12/07	49		a2 Milk	100	123,597	0.260	0.210	-0.050	-19	25,956	-80
11/12/07		9/22/08	315		- cash -
	9/22/08	9/29/08	7		Fisher & Paykel HC	100	8,399	3.090	2.880	-0.210	-7	24,192	-97
9/29/08		7/27/09	301		- cash -
	7/27/09	8/10/09	14		a2 Milk	100	201,597	0.120	0.100	-0.020	-17	20,160	-99
	8/10/09	8/31/09	21		Ryman Healthcare	100	10,554	1.910	1.840	-0.070	-4	19,421	-48
	8/31/09	11/16/09	77		Fletcher Building	100	2,470	7.860	8.000	0.140	2	19,767	9
	11/16/09	2/15/10	91		Ryman Healthcare	100	10,033	1.970	2.020	0.050	3	20,268	11
2/15/10		3/08/10	21		- cash -
	3/08/10	5/03/10	56		Mainfreight	100	3,378	6.000	6.500	0.500	8	21,957	68
5/03/10		5/17/10	14		- cash -
	5/17/10	5/24/10	7		Mainfreight	100	3,496	6.280	6.040	-0.240	-4	21,118	-87
5/24/10		9/27/10	126		- cash -
	9/27/10	10/04/10	7		Mainfreight	100	2,953	7.150	7.000	-0.150	-2	20,675	-67
10/04/10		11/15/10	42		- cash -
	11/15/10	8/08/11	266		Mainfreight	100	2,793	7.400	9.900	2.500	34	27,658	49
8/08/11		9/05/11	28		- cash -
	9/05/11	11/21/11	77		a2 Milk	100	138,289	0.200	0.260	0.060	30	35,955	247
11/21/11		1/23/12	63		- cash -
	1/23/12	12/17/12	329		a2 Milk	100	143,821	0.250	0.530	0.280	112	76,225	130
	12/17/12	1/14/13	28		Summerset	100	34,181	2.230	2.260	0.030	1	77,251	19
	1/14/13	1/21/13	7		Ryman Healthcare	100	16,332	4.730	4.620	-0.110	-2	75,454	-71
	1/21/13	3/18/13	56		Fletcher Building	100	8,113	9.300	8.800	-0.500	-5	71,398	-30
	3/18/13	6/10/13	84		Summerset	100	27,673	2.580	2.970	0.390	15	82,190	84
	6/10/13	8/26/13	77		Ryman Healthcare	100	12,842	6.400	6.830	0.430	7	87,712	36
8/26/13		9/02/13	7		- cash -
	9/02/13	10/14/13	42		Fisher & Paykel HC	100	23,834	3.680	3.610	-0.070	-2	86,044	-15
10/14/13		12/16/13	63		- cash -
	12/16/13	12/23/13	7		Ryman Healthcare	100	11,073	7.770	7.880	0.110	1	87,262	108
12/23/13		12/30/13	7		- cash -
	12/30/13	1/20/14	21		Ryman Healthcare	100	11,116	7.850	8.190	0.340	4	91,041	109
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/20/14		2/24/14	35		- cash -
	2/24/14	4/07/14	42		a2 Milk	100	95,832	0.950	0.850	-0.100	-11	81,458	-62
	4/07/14	4/28/14	21		Ryman Healthcare	100	9,708	8.390	8.300	-0.090	-1	80,584	-17
	4/28/14	5/26/14	28		Auckland Int Airport	100	20,609	3.910	3.870	-0.040	-1	79,760	-13
	5/26/14	7/28/14	63		Fisher & Paykel HC	100	18,377	4.340	4.610	0.270	6	84,722	42
	7/28/14	8/11/14	14		Spark New Zealand	100	28,816	2.940	2.810	-0.130	-4	80,976	-69
	8/11/14	11/03/14	84		Fisher & Paykel HC	100	16,940	4.780	5.500	0.720	15	93,172	84
	11/03/14	4/13/15	161		Meridian Energy (NS)	100	56,812	1.640	1.910	0.270	16	108,512	41
	4/13/15	7/06/15	84		Chorus	100	36,659	2.960	2.985	0.025	1	109,428	4
	7/06/15	7/13/15	7		Meridian Energy (NS)	100	48,419	2.260	2.075	-0.185	-8	100,471	-99
	7/13/15	8/17/15	35		a2 Milk	100	135,771	0.740	0.790	0.050	7	107,259	98
8/17/15		10/19/15	63		- cash -
	10/19/15	1/04/16	77		Ebos	100	7,933	13.520	13.750	0.230	2	109,084	8
	1/04/16	10/10/16	280		a2 Milk	100	58,647	1.860	1.910	0.050	3	112,016	4
10/10/16		10/17/16	7		- cash -
	10/17/16	10/24/16	7		Fletcher Building	100	10,668	10.500	10.500	0.000	0	112,016	0
10/24/16		4/24/17	182		- cash -
	4/24/17	2/05/18	287		a2 Milk	100	35,005	3.200	9.040	5.840	183	316,445	275
2/05/18		3/19/18	42		- cash -
	3/19/18	4/16/18	28		a2 Milk	100	22,930	13.800	12.470	-1.330	-10	285,948	-73
4/16/18		4/30/18	14		- cash -
	4/30/18	8/13/18	105		a2 Milk	100	23,534	12.150	10.770	-1.380	-11	253,472	-34
	8/13/18	8/27/18	14		Summerset	100	32,833	7.720	7.620	-0.100	-1	250,188	-29
	8/27/18	9/10/18	14		a2 Milk	100	20,540	12.180	11.540	-0.640	-5	237,043	-76
	9/10/18	10/22/18	42		Ryman Healthcare	100	17,702	13.390	12.000	-1.390	-10	212,437	-61
	10/22/18	12/03/18	42		Chorus	100	44,074	4.820	4.760	-0.060	-1	209,792	-10
	12/03/18	12/31/18	28		Spark New Zealand	100	49,074	4.275	4.150	-0.125	-3	203,658	-32
	12/31/18	2/11/19	42		Mainfreight	100	6,612	30.800	32.810	2.010	7	216,948	73
	2/11/19	2/18/19	7		Meridian Energy (NS)	100	57,852	3.750	3.725	-0.025	-1	215,502	-29
	2/18/19	2/25/19	7		Mainfreight	100	6,530	33.000	32.500	-0.500	-2	212,237	-55
	2/25/19	3/25/19	28		a2 Milk	100	14,586	14.550	13.680	-0.870	-6	199,547	-55
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	3/25/19	5/27/19	63		Chorus	100	34,885	5.720	5.570	-0.150	-3	194,314	-14
	5/27/19	6/10/19	14		a2 Milk	100	12,432	15.630	14.190	-1.440	-9	176,412	-92
	6/10/19	8/19/19	70		Meridian Energy (NS)	100	40,276	4.380	4.670	0.290	7	188,092	40
	8/19/19	11/18/19	91		Mercury	100	38,075	4.940	4.760	-0.180	-4	181,239	-14
	11/18/19	12/30/19	42		Fisher & Paykel HC	100	8,776	20.650	22.240	1.590	8	195,193	91
	12/30/19	3/02/20	63		Summerset	100	21,568	9.050	7.430	-1.620	-18	160,253	-68
	3/02/20	3/09/20	7		Fisher & Paykel HC	100	6,259	25.600	26.770	1.170	5	167,576	928
3/09/20		9/07/20	182		- cash -
	9/07/20	9/21/20	14		Fisher & Paykel HC	100	4,885	34.300	31.190	-3.110	-9	152,383	-92
	9/21/20	10/05/20	14		Chorus	100	17,316	8.800	8.490	-0.310	-4	147,015	-61
	10/05/20	12/14/20	70		Summerset	100	16,155	9.100	10.970	1.870	21	177,225	165
	12/14/20	1/11/21	28		Mainfreight	100	2,858	61.990	68.500	6.510	11	195,831	268
	1/11/21	1/18/21	7		Meridian Energy (NS)	100	23,257	8.420	7.440	-0.980	-12	173,039	-100
	1/18/21	4/05/21	77		Summerset	100	14,371	12.040	11.950	-0.090	-1	171,745	-3
	4/05/21	5/03/21	28		Fletcher Building	100	24,570	6.990	7.350	0.360	5	180,591	92
5/03/21		5/10/21	7		- cash -
	5/10/21	5/17/21	7		Fletcher Building	100	24,240	7.450	7.280	-0.170	-2	176,470	-70
5/17/21		5/31/21	14		- cash -
	5/31/21	6/14/21	14		Fletcher Building	100	23,719	7.440	7.880	0.440	6	186,906	347
6/14/21		8/23/21	70		- cash -
	8/23/21	10/18/21	56		Mainfreight	100	2,076	90.010	89.350	-0.660	-1	185,536	-5
10/18/21		1/03/22	77		- cash -
	1/03/22	1/10/22	7		Ebos	100	4,503	41.200	39.850	-1.350	-3	179,457	-82
1/10/22		8/22/22	224		- cash -
	8/22/22	8/29/22	7		Infratil	100	19,634	9.140	9.000	-0.140	-2	176,708	-55
8/29/22		12/05/22	98		- cash -
	12/05/22	12/12/22	7		a2 Milk	100	26,453	6.680	7.020	0.340	5	185,702	1,231
12/12/22		12/19/22	7		- cash -
	12/19/22	1/23/23	35		a2 Milk	100	26,266	7.070	7.410	0.340	5	194,633	63
1/23/23		2/06/23	14		- cash -
	2/06/23	2/13/23	7		a2 Milk	100	26,020	7.480	7.500	0.020	0	195,153	15
2/13/23		4/10/23	56		- cash -
	4/10/23	5/29/23	49		Fisher & Paykel HC	100	7,227	27.000	24.430	-2.570	-10	176,580	-53
	5/29/23	6/05/23	7		Infratil	100	17,675	9.990	9.990	0.000	0	176,580	0
6/05/23		6/19/23	14		- cash -
	6/19/23	8/14/23	56		Infratil	100	18,336	9.630	9.970	0.340	4	182,814	25
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
8/14/23		1/01/24	140		- cash -
	1/01/24	1/08/24	7		Summerset	100	17,835	10.250	10.450	0.200	2	186,381	174
1/08/24		2/26/24	49		- cash -
	2/26/24	3/04/24	7		a2 Milk	100	29,964	6.220	6.100	-0.120	-2	182,785	-64
3/04/24		3/11/24	7		- cash -
	3/11/24	4/16/24	36		a2 Milk	100	29,152	6.270	6.070	-0.200	-3	176,955	-28
accum	1/02/06	4/16/24	4278	days out of 6679 invested (64%)						1,670		176,955	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
a2 Milk	long	5/14/07	7/16/07	63	0.13	0.23	0.10	76.92
		9/24/07	11/12/07	49	0.26	0.21	-0.05	-19.23
		7/27/09	8/10/09	14	0.12	0.10	-0.02	-16.67
		9/05/11	11/21/11	77	0.20	0.26	0.06	30.00
		1/23/12	12/17/12	329	0.25	0.53	0.28	112.00
		2/24/14	4/07/14	42	0.95	0.85	-0.10	-10.53
		7/13/15	8/17/15	35	0.74	0.79	0.05	6.76
		1/04/16	10/10/16	280	1.86	1.91	0.05	2.69
		4/24/17	2/05/18	287	3.20	9.04	5.84	182.50
		3/19/18	4/16/18	28	13.80	12.47	-1.33	-9.64
		4/30/18	8/13/18	105	12.15	10.77	-1.38	-11.36
		8/27/18	9/10/18	14	12.18	11.54	-0.64	-5.25
		2/25/19	3/25/19	28	14.55	13.68	-0.87	-5.98
		5/27/19	6/10/19	14	15.63	14.19	-1.44	-9.21
		12/05/22	12/12/22	7	6.68	7.02	0.34	5.09
		12/19/22	1/23/23	35	7.07	7.41	0.34	4.81
		2/06/23	2/13/23	7	7.48	7.50	0.02	0.27
		2/26/24	3/04/24	7	6.22	6.10	-0.12	-1.93
		3/11/24	4/16/24	36	6.27	6.07	-0.20	-3.19	517.69
Mainfreight		1/02/06	1/30/06	28	3.65	3.58	-0.07	-1.92
		3/06/06	10/09/06	217	4.36	6.45	2.09	47.94
		10/16/06	2/26/07	133	6.52	7.45	0.93	14.26
		3/08/10	5/03/10	56	6.00	6.50	0.50	8.33
		5/17/10	5/24/10	7	6.28	6.04	-0.24	-3.82
		9/27/10	10/04/10	7	7.15	7.00	-0.15	-2.10
		11/15/10	8/08/11	266	7.40	9.90	2.50	33.78
		12/31/18	2/11/19	42	30.80	32.81	2.01	6.53
		2/18/19	2/25/19	7	33.00	32.50	-0.50	-1.52
		12/14/20	1/11/21	28	61.99	68.50	6.51	10.50
		8/23/21	10/18/21	56	90.01	89.35	-0.66	-0.73	160.38
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Summerset		12/17/12	1/14/13	28	2.23	2.26	0.03	1.35
		3/18/13	6/10/13	84	2.58	2.97	0.39	15.12
		8/13/18	8/27/18	14	7.72	7.62	-0.10	-1.30
		12/30/19	3/02/20	63	9.05	7.43	-1.62	-17.90
		10/05/20	12/14/20	70	9.10	10.97	1.87	20.55
		1/18/21	4/05/21	77	12.04	11.95	-0.09	-0.75
		1/01/24	1/08/24	7	10.25	10.45	0.20	1.95	15.32
Ryman Healthcare		2/26/07	5/14/07	77	2.30	2.52	0.22	9.57
		8/10/09	8/31/09	21	1.91	1.84	-0.07	-3.66
		11/16/09	2/15/10	91	1.97	2.02	0.05	2.54
		1/14/13	1/21/13	7	4.73	4.62	-0.11	-2.33
		6/10/13	8/26/13	77	6.40	6.83	0.43	6.72
		12/16/13	12/23/13	7	7.77	7.88	0.11	1.42
		12/30/13	1/20/14	21	7.85	8.19	0.34	4.33
		4/07/14	4/28/14	21	8.39	8.30	-0.09	-1.07
		9/10/18	10/22/18	42	13.39	12.00	-1.39	-10.38	5.83
Fletcher Building		8/31/09	11/16/09	77	7.86	8.00	0.14	1.78
		1/21/13	3/18/13	56	9.30	8.80	-0.50	-5.38
		10/17/16	10/24/16	7	10.50	10.50	0.00	0.00
		4/05/21	5/03/21	28	6.99	7.35	0.36	5.15
		5/10/21	5/17/21	7	7.45	7.28	-0.17	-2.28
		5/31/21	6/14/21	14	7.44	7.88	0.44	5.91	4.81
Fisher & Paykel HC		9/22/08	9/29/08	7	3.09	2.88	-0.21	-6.80
		9/02/13	10/14/13	42	3.68	3.61	-0.07	-1.90
		5/26/14	7/28/14	63	4.34	4.61	0.27	6.22
		8/11/14	11/03/14	84	4.78	5.50	0.72	15.06
		11/18/19	12/30/19	42	20.65	22.24	1.59	7.70
		3/02/20	3/09/20	7	25.60	26.77	1.17	4.57
		9/07/20	9/21/20	14	34.30	31.19	-3.11	-9.07
		4/10/23	5/29/23	49	27.00	24.43	-2.57	-9.52	3.55
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Infratil		8/22/22	8/29/22	7	9.14	9.00	-0.14	-1.53
		5/29/23	6/05/23	7	9.99	9.99	0.00	0.00
		6/19/23	8/14/23	56	9.63	9.97	0.34	3.53	1.94
Meridian Energy (NS)		11/03/14	4/13/15	161	1.64	1.91	0.27	16.46
		7/06/15	7/13/15	7	2.26	2.08	-0.19	-8.19
		2/11/19	2/18/19	7	3.75	3.73	-0.02	-0.67
		6/10/19	8/19/19	70	4.38	4.67	0.29	6.62
		1/11/21	1/18/21	7	8.42	7.44	-0.98	-11.64	0.07
Auckland Int Airport		4/28/14	5/26/14	28	3.91	3.87	-0.04	-1.02	-1.02
Ebos		10/19/15	1/04/16	77	13.52	13.75	0.23	1.70
		1/03/22	1/10/22	7	41.20	39.85	-1.35	-3.28	-1.63
Mercury		8/19/19	11/18/19	91	4.94	4.76	-0.18	-3.64	-3.64
Chorus		4/13/15	7/06/15	84	2.96	2.99	0.02	0.84
		10/22/18	12/03/18	42	4.82	4.76	-0.06	-1.24
		3/25/19	5/27/19	63	5.72	5.57	-0.15	-2.62
		9/21/20	10/05/20	14	8.80	8.49	-0.31	-3.52	-6.44
Spark New Zealand		7/28/14	8/11/14	14	2.94	2.81	-0.13	-4.42
		12/03/18	12/31/18	28	4.28	4.15	-0.13	-2.92	-7.22

Annotations

2/23/24	NZX 20	Component update: in: A2 Milk, Ebos, Freightways, Port of Tauranga and Summerset out: Air New Zealand, Sky Network Television and Xero
10/18/16	Port of Tauranga	stock split 1:5 (five for one)
7/29/16	Mighty River Power	renames to Mercury NZ Limited
6/17/16	NZX 20	Chorus replaces Port of Tauranga
4/30/15	Meridian Energy (NS)	replaces MELCA.NZ


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