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

Assessment - NZX 20 Index in Euro - 1/07/24 - RS = 25

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/01/24	prc diff	⇓ Δ25	∅-RS
	S	SOM Price Index	252.054	12/08/24	0.05	238.219	5.81	253.726	-15.507	-6.11	-3.67
	L	a2 Milk	4.216	12/08/24	0.95	4.102	2.76	2.460	1.642	66.75	38.63
	L	Fisher & Paykel HC	18.554	12/08/24	0.89	16.947	9.48	13.577	3.371	24.83	25.43
	L	Meridian Energy (NS)	3.565	12/08/24	1.29	3.735	-4.55	3.206	0.528	16.48	19.97
	L	Contact Energy	4.742	12/08/24	0.84	5.161	-8.11	4.653	0.508	10.91	11.87
		Infratil	5.981	12/08/24	-0.75	6.309	-5.20	5.809	0.500	8.61	9.04
	L	Mainfreight	41.081	12/08/24	-0.55	39.186	4.84	39.569	-0.383	-0.97	3.98
		Mercury	3.644	12/08/24	-2.13	3.797	-4.02	3.781	0.015	0.41	5.57
	S	Goodman Property	1.149	12/08/24	-1.46	1.135	1.25	1.264	-0.130	-10.26	-6.94
		Chorus	4.470	12/08/24	0.13	4.374	2.20	4.402	-0.028	-0.64	0.81
	S	Freightways	5.064	12/08/24	1.24	4.425	14.45	4.841	-0.416	-8.59	-5.51
		Kiwi Property	0.509	12/08/24		0.464	9.76	0.487	-0.023	-4.71	-3.00
	S	Precinct Properties	0.707	12/08/24	0.81	0.642	10.13	0.718	-0.075	-10.50	-4.91
	S	Auckland Int Airport	4.204	12/08/24	0.68	4.329	-2.88	4.778	-0.449	-9.40	-4.35
	S	Summerset	6.168	12/08/24	-0.73	5.342	15.47	5.951	-0.610	-10.24	-6.80
	S	Ebos	20.433	12/08/24	0.11	18.192	12.32	21.071	-2.879	-13.66	-9.29
		Port of Tauranga	3.067	12/08/24	-0.91	2.722	12.68	3.058	-0.336	-11.00	-10.77
	S	Spark New Zealand	2.445	12/08/24		2.314	5.62	2.956	-0.641	-21.70	-15.67
	S	Skycity Entertainm.	0.877	12/08/24	-0.64	0.837	4.73	1.014	-0.176	-17.39	-22.26
	S	Ryman Healthcare	2.637	12/08/24	0.65	2.003	31.64	3.252	-1.249	-38.40	-32.01
	S	Fletcher Building	1.765	12/08/24	0.65	1.703	3.65	2.699	-0.996	-36.90	-29.35
NZX 20 - 20 out of 20 instruments rated - 1/07/24 / 8/01/24 - 6 did rise, Market-Ratio(25) in EUR = 30.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 20 RS = 25 - B/S = 63/63

4/01/21	scale up chart	1/07/24

Transactions NZX 20 Index in Euro * S25 - 63 ex 9 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	2/01/06	27/03/06	84		a2 Milk	100	173,430	0.058	0.030	0.110	0.052	90	19,008	1,529
27/03/06		18/09/06	175		- cash -
	18/09/06	16/10/06	28		Spark New Zealand	100	8,201	2.318	2.254	2.383	0.066	3	19,545	44
16/10/06		23/10/06	7		- cash -
	23/10/06	6/11/06	14		Spark New Zealand	100	8,424	2.320	2.497	2.144	-0.177	-8	18,058	-87
6/11/06		13/11/06	7		- cash -
	13/11/06	20/11/06	7		Spark New Zealand	100	7,652	2.360	2.317	2.403	0.043	2	18,390	159
20/11/06		11/06/07	203		- cash -
	11/06/07	22/10/07	133		Fisher & Paykel HC	100	9,280	1.981	1.745	2.251	0.269	14	20,886	42
22/10/07		29/10/07	7		- cash -
	29/10/07	7/01/08	70		Fisher & Paykel HC	100	11,963	1.746	1.824	1.667	-0.078	-4	19,948	-21
	7/01/08	14/01/08	7		a2 Milk	100	383,828	0.052	0.122	0.000	-0.052	-100	0	-100
	14/01/08	3/03/08	49		Mainfreight	100	0	3.151	3.420	2.882	-0.269	-9	0	0
	3/03/08	24/03/08	21		Fisher & Paykel HC	100	0	1.421	1.473	1.368	-0.052	-4	0	0
	24/03/08	7/07/08	105		Ryman Healthcare	100	0	0.770	0.792	0.748	-0.022	-3	0	0
	7/07/08	8/09/08	63		a2 Milk	100	0	0.048	0.052	0.045	-0.003	-7	0	0
8/09/08		22/09/08	14		- cash -
	22/09/08	27/04/09	217		Spark New Zealand	100	0	1.342	1.137	1.584	0.242	18	0	0
	27/04/09	27/07/09	91		Goodman Property	100	0	0.342	0.453	0.230	-0.111	-33	0	0
27/07/09		3/08/09	7		- cash -
	3/08/09	10/08/09	7		Contact Energy	100	0	2.631	2.756	2.506	-0.125	-5	0	0
10/08/09		25/01/10	168		- cash -
	25/01/10	1/11/10	280		Spark New Zealand	100	0	1.199	1.126	1.278	0.078	7	0	0
1/11/10		8/08/11	280		- cash -
	8/08/11	5/09/11	28		Fisher & Paykel HC	100	0	1.356	1.319	1.393	0.037	3	0	0
5/09/11		19/09/11	14		- cash -
	19/09/11	30/01/12	133		Fisher & Paykel HC	100	0	1.346	1.360	1.333	-0.014	-1	0	0
30/01/12		27/02/12	28		- cash -
	27/02/12	5/03/12	7		Fisher & Paykel HC	100	0	1.330	1.414	1.246	-0.084	-6	0	0
5/03/12		19/03/12	14		- cash -
	19/03/12	26/03/12	7		Contact Energy	100	0	2.922	2.775	3.077	0.155	5	0	0
26/03/12		16/04/12	21		- cash -
	16/04/12	23/04/12	7		Fletcher Building	100	0	3.909	3.823	3.996	0.087	2	0	0
23/04/12		25/06/12	63		- cash -
	25/06/12	2/07/12	7		Fisher & Paykel HC	100	0	1.220	1.253	1.188	-0.033	-3	0	0
2/07/12		23/07/12	21		- cash -
	23/07/12	30/07/12	7		Fisher & Paykel HC	100	0	1.283	1.268	1.298	0.016	1	0	0
30/07/12		17/06/13	322		- cash -
	17/06/13	1/07/13	14		Chorus	100	0	1.568	1.440	1.709	0.140	9	0	0
1/07/13		8/07/13	7		- cash -
	8/07/13	15/07/13	7		Chorus	100	0	1.592	1.603	1.581	-0.011	-1	0	0
15/07/13		29/07/13	14		- cash -
	29/07/13	26/08/13	28		Freightways	100	0	2.490	2.431	2.550	0.060	2	0	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
26/08/13		2/09/13	7		- cash -
	2/09/13	9/12/13	98		Spark New Zealand	100	0	1.309	1.408	1.210	-0.099	-8	0	0
	9/12/13	3/03/14	84		Chorus	100	0	0.786	0.931	0.640	-0.146	-19	0	0
3/03/14		17/03/14	14		- cash -
	17/03/14	24/03/14	7		Chorus	100	0	1.034	1.044	1.023	-0.010	-1	0	0
24/03/14		7/04/14	14		- cash -
	7/04/14	14/04/14	7		Chorus	100	0	1.121	1.106	1.136	0.015	1	0	0
14/04/14		22/06/15	434		- cash -
	22/06/15	29/06/15	7		Contact Energy	100	0	3.141	2.989	3.302	0.161	5	0	0
29/06/15		13/07/15	14		- cash -
	13/07/15	27/07/15	14		Contact Energy	100	0	2.988	3.002	2.973	-0.015	0	0	0
27/07/15		3/08/15	7		- cash -
	3/08/15	7/12/15	126		Contact Energy	100	0	3.009	2.881	3.143	0.134	4	0	0
7/12/15		11/01/16	35		- cash -
	11/01/16	1/02/16	21		Contact Energy	100	0	2.821	2.769	2.873	0.052	2	0	0
1/02/16		10/10/16	252		- cash -
	10/10/16	3/04/17	175		Contact Energy	100	0	3.044	3.393	2.695	-0.349	-11	0	0
	3/04/17	24/04/17	21		Fletcher Building	100	0	5.470	5.174	5.784	0.313	6	0	0
24/04/17		2/10/17	161		- cash -
	2/10/17	9/10/17	7		Fletcher Building	100	0	4.899	4.899	4.899	-0.000	0	0	0
9/10/17		23/10/17	14		- cash -
	23/10/17	27/11/17	35		Fletcher Building	100	0	4.719	3.969	5.611	0.892	19	0	0
27/11/17		18/12/17	21		- cash -
	18/12/17	25/12/17	7		Fletcher Building	100	0	4.512	4.549	4.475	-0.037	-1	0	0
25/12/17		8/01/18	14		- cash -
	8/01/18	22/01/18	14		Fletcher Building	100	0	4.612	4.519	4.706	0.094	2	0	0
22/01/18		29/01/18	7		- cash -
	29/01/18	21/05/18	112		Fletcher Building	100	0	4.374	3.818	5.012	0.637	15	0	0
21/05/18		4/06/18	14		- cash -
	4/06/18	11/06/18	7		Fletcher Building	100	0	3.955	4.089	3.820	-0.134	-3	0	0
11/06/18		29/10/18	140		- cash -
	29/10/18	5/11/18	7		Fletcher Building	100	0	3.392	3.421	3.364	-0.028	-1	0	0
5/11/18		19/11/18	14		- cash -
	19/11/18	14/01/19	56		Fletcher Building	100	0	3.313	2.969	3.697	0.384	12	0	0
14/01/19		2/03/20	413		- cash -
	2/03/20	7/09/20	189		Skycity Entertainm.	100	0	1.776	1.615	1.953	0.177	10	0	0
7/09/20		19/04/21	224		- cash -
	19/04/21	26/04/21	7		a2 Milk	100	0	5.317	4.729	5.978	0.661	12	0	0
26/04/21		3/05/21	7		- cash -
	3/05/21	14/06/21	42		a2 Milk	100	0	4.616	3.705	5.751	1.135	25	0	0
14/06/21		21/06/21	7		- cash -
	21/06/21	9/08/21	49		a2 Milk	100	0	3.814	3.670	3.963	0.149	4	0	0
9/08/21		23/08/21	14		- cash -
	23/08/21	30/08/21	7		a2 Milk	100	0	4.005	3.625	4.425	0.420	10	0	0
30/08/21		6/09/21	7		- cash -
	6/09/21	20/09/21	14		a2 Milk	100	0	3.564	3.322	3.824	0.260	7	0	0
20/09/21		27/09/21	7		- cash -
	27/09/21	4/10/21	7		a2 Milk	100	0	3.635	4.015	3.256	-0.379	-10	0	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
4/10/21		11/10/21	7		- cash -
	11/10/21	8/08/22	301		a2 Milk	100	0	3.756	3.364	4.194	0.438	12	0	0
	8/08/22	5/12/22	119		Fisher & Paykel HC	100	0	12.937	14.540	11.334	-1.603	-12	0	0
	5/12/22	12/12/22	7		Ryman Healthcare	100	0	4.008	3.772	4.259	0.251	6	0	0
12/12/22		19/12/22	7		- cash -
	19/12/22	26/12/22	7		Ryman Healthcare	100	0	3.485	3.268	3.717	0.232	7	0	0
26/12/22		2/01/23	7		- cash -
	2/01/23	3/04/23	91		Ryman Healthcare	100	0	3.172	3.100	3.245	0.074	2	0	0
3/04/23		24/04/23	21		- cash -
	24/04/23	8/05/23	14		Ryman Healthcare	100	0	2.989	3.043	2.935	-0.054	-2	0	0
8/05/23		15/05/23	7		- cash -
	15/05/23	26/06/23	42		Ryman Healthcare	100	0	3.088	3.693	2.484	-0.604	-20	0	0
26/06/23		10/07/23	14		- cash -
	10/07/23	5/02/24	210		a2 Milk	100	0	3.030	3.005	3.054	0.024	1	0	0
	5/02/24	4/03/24	28		Fletcher Building	100	0	2.391	2.308	2.477	0.086	4	0	0
4/03/24		18/03/24	14		- cash -
	18/03/24	25/03/24	7		Ryman Healthcare	100	0	2.568	2.438	2.706	0.138	5	0	0
25/03/24		29/04/24	35		- cash -
	29/04/24	12/08/24	105		Ryman Healthcare	100	0	2.376	2.637	2.116	-0.261	-11	0	0
accum	2/01/06	12/08/24	3745	days out of 7070 invested (53%)							-100		0	-75

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Fletcher Building	short	16/04/12	23/04/12	7	3.91	3.82	4.00	0.09	2.23
		3/04/17	24/04/17	21	5.47	5.17	5.78	0.31	5.73
		2/10/17	9/10/17	7	4.90	4.90	4.90	-0.00	0.00
		23/10/17	27/11/17	35	4.72	3.97	5.61	0.89	18.91
		18/12/17	25/12/17	7	4.51	4.55	4.47	-0.04	-0.83
		8/01/18	22/01/18	14	4.61	4.52	4.71	0.09	2.04
		29/01/18	21/05/18	112	4.37	3.82	5.01	0.64	14.57
		4/06/18	11/06/18	7	3.95	4.09	3.82	-0.13	-3.39
		29/10/18	5/11/18	7	3.39	3.42	3.36	-0.03	-0.83
		19/11/18	14/01/19	56	3.31	2.97	3.70	0.38	11.59
		5/02/24	4/03/24	28	2.39	2.31	2.48	0.09	3.60	65.05
Spark New Zealand		18/09/06	16/10/06	28	2.32	2.25	2.38	0.07	2.83
		23/10/06	6/11/06	14	2.32	2.50	2.14	-0.18	-7.61
		13/11/06	20/11/06	7	2.36	2.32	2.40	0.04	1.84
		22/09/08	27/04/09	217	1.34	1.14	1.58	0.24	18.02
		25/01/10	1/11/10	280	1.20	1.13	1.28	0.08	6.51
		2/09/13	9/12/13	98	1.31	1.41	1.21	-0.10	-7.55	12.43
Skycity Entertainm.		2/03/20	7/09/20	189	1.78	1.62	1.95	0.18	9.96	9.96
Freightways		29/07/13	26/08/13	28	2.49	2.43	2.55	0.06	2.41	2.41
Contact Energy		3/08/09	10/08/09	7	2.63	2.76	2.51	-0.12	-4.74
		19/03/12	26/03/12	7	2.92	2.77	3.08	0.16	5.31
		22/06/15	29/06/15	7	3.14	2.99	3.30	0.16	5.12
		13/07/15	27/07/15	14	2.99	3.00	2.97	-0.01	-0.49
		3/08/15	7/12/15	126	3.01	2.88	3.14	0.13	4.46
		11/01/16	1/02/16	21	2.82	2.77	2.87	0.05	1.85
		10/10/16	3/04/17	175	3.04	3.39	2.70	-0.35	-11.46	-1.15
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Mainfreight		14/01/08	3/03/08	49	3.15	3.42	2.88	-0.27	-8.54	-8.54
Chorus		17/06/13	1/07/13	14	1.57	1.44	1.71	0.14	8.95
		8/07/13	15/07/13	7	1.59	1.60	1.58	-0.01	-0.68
		9/12/13	3/03/14	84	0.79	0.93	0.64	-0.15	-18.55
		17/03/14	24/03/14	7	1.03	1.04	1.02	-0.01	-1.00
		7/04/14	14/04/14	7	1.12	1.11	1.14	0.02	1.35	-11.56
Fisher & Paykel HC		11/06/07	22/10/07	133	1.98	1.74	2.25	0.27	13.58
		29/10/07	7/01/08	70	1.75	1.82	1.67	-0.08	-4.49
		3/03/08	24/03/08	21	1.42	1.47	1.37	-0.05	-3.67
		8/08/11	5/09/11	28	1.36	1.32	1.39	0.04	2.76
		19/09/11	30/01/12	133	1.35	1.36	1.33	-0.01	-1.01
		27/02/12	5/03/12	7	1.33	1.41	1.25	-0.08	-6.32
		25/06/12	2/07/12	7	1.22	1.25	1.19	-0.03	-2.67
		23/07/12	30/07/12	7	1.28	1.27	1.30	0.02	1.21
		8/08/22	5/12/22	119	12.94	14.54	11.33	-1.60	-12.39	-14.07
Ryman Healthcare		24/03/08	7/07/08	105	0.77	0.79	0.75	-0.02	-2.85
		5/12/22	12/12/22	7	4.01	3.77	4.26	0.25	6.26
		19/12/22	26/12/22	7	3.48	3.27	3.72	0.23	6.65
		2/01/23	3/04/23	91	3.17	3.10	3.25	0.07	2.32
		24/04/23	8/05/23	14	2.99	3.04	2.93	-0.05	-1.81
		15/05/23	26/06/23	42	3.09	3.69	2.48	-0.60	-19.57
		18/03/24	25/03/24	7	2.57	2.44	2.71	0.14	5.35
		29/04/24	12/08/24	105	2.38	2.64	2.12	-0.26	-10.97	-16.56
Goodman Property		27/04/09	27/07/09	91	0.34	0.45	0.23	-0.11	-32.53	-32.53
a2 Milk		2/01/06	27/03/06	84	0.06	0.03	0.11	0.05	90.08
		7/01/08	14/01/08	7	0.05	0.12	0.00	-0.05	-99.81
		7/07/08	8/09/08	63	0.05	0.05	0.05	-0.00	-6.77
		19/04/21	26/04/21	7	5.32	4.73	5.98	0.66	12.44
		3/05/21	14/06/21	42	4.62	3.71	5.75	1.14	24.59
		21/06/21	9/08/21	49	3.81	3.67	3.96	0.15	3.91
		23/08/21	30/08/21	7	4.01	3.63	4.43	0.42	10.48
		6/09/21	20/09/21	14	3.56	3.32	3.82	0.26	7.29
		27/09/21	4/10/21	7	3.64	4.01	3.26	-0.38	-10.43
		11/10/21	8/08/22	301	3.76	3.36	4.19	0.44	11.67
		10/07/23	5/02/24	210	3.03	3.01	3.05	0.02	0.81	-99.41

Annotations

23/02/24	NZX 20	Component update: in: A2 Milk, Ebos, Freightways, Port of Tauranga and Summerset out: Air New Zealand, Sky Network Television and Xero
18/10/16	Port of Tauranga	stock split 1:5 (five for one)
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


	is taking down something concerning