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

Assessment - NZX 50 Index - 10/21/19 - RS = 51

		⇓instrument	freshest		⇓ Δday	10/21/19	⇓ Δwk	10/29/18	prc diff	⇓ Δ51	∅-RS
		NZX 50	11,090.400	04:40	0.25	11,062.800	0.25	8,615.540	2,447.260	28.41	13.47
	L	Mercury	5.450	04:00	-0.91	5.500	-0.91	3.380	2.120	62.72	37.19
		Xero	68.250	05:11	-0.66	68.700	-0.66	39.250	29.450	75.03	35.31
	L	Meridian Energy (NS)	5.420	04:00	0.28	5.405	0.28	3.150	2.255	71.59	34.28
	L	Restaurant Brands	11.810	03:43	-0.34	11.850	-0.34	8.520	3.330	39.08	30.60
	L	Katmandu	3.200	04:00	0.95	3.170	0.95	2.600	0.570	21.92	29.57
		Goodman Property	2.240	04:00	0.22	2.235	0.22	1.505	0.730	48.50	26.66
	L	Fisher & Paykel HC	18.950	04:00	0.96	18.770	0.96	13.370	5.400	40.39	26.48
	L	TrustPower	8.600	04:00	1.18	8.500	1.18	6.150	2.350	38.21	23.88
	L	Property for Indust.	2.450	04:00	-0.81	2.470	-0.81	1.730	0.740	42.77	23.59
		Contact Energy	8.520	04:00	1.19	8.420	1.19	5.520	2.900	52.54	23.02
		Infratil	4.975	04:00	0.40	4.955	0.40	3.390	1.565	46.17	19.43
		Vital Healthcare	2.720	04:00	0.18	2.715	0.18	2.080	0.635	30.53	19.38
	L	New Zealand Exchange	1.280	04:00		1.280		1.030	0.250	24.27	18.92
		Precinct Properties	1.880	04:00		1.880		1.405	0.475	33.81	17.53
	L	Stride Property	2.390	04:00	-0.42	2.400	-0.42	1.910	0.490	25.65	16.78
		Investore Property	1.940	04:00		1.940		1.520	0.420	27.63	15.98
		Mainfreight	40.990	04:00	1.69	40.310	1.69	27.800	12.510	45.00	15.63
		Port of Tauranga	6.470	04:00	-0.46	6.500	-0.46	5.020	1.480	29.48	15.27
	L	Arvida	1.520	04:00	-0.65	1.530	-0.65	1.300	0.230	17.69	14.62
	L	Spark New Zealand	4.560	04:00	-0.44	4.580	-0.44	3.870	0.710	18.35	14.57
		Argosy Property	1.455	04:00		1.455		1.085	0.370	34.10	13.58
		Genesis Energy	3.260	04:00	-1.21	3.300	-1.21	2.355	0.945	40.13	11.91
		Auckland Int Airport	9.165	04:00	0.94	9.080	0.94	6.840	2.240	32.75	11.89
		Kiwi Income Property	1.670	04:00	0.30	1.665	0.30	1.310	0.355	27.10	11.70
		⇓instrument	freshest		⇓ Δday	10/21/19	⇓ Δwk	10/29/18	prc diff	⇓ Δ51	∅-RS
		Ebos	24.600	04:00	-0.69	24.770	-0.69	21.000	3.770	17.95	11.30
	L	Ryman Healthcare	13.400	04:00	1.21	13.240	1.21	11.850	1.390	11.73	11.18
	L	Scales	5.180	04:00		5.180		4.500	0.680	15.11	10.65
	L	Summerset	6.770	04:00	2.89	6.580	2.89	6.500	0.080	1.23	8.21
	L	Westpac Banking	31.070	03:30	0.94	30.780	0.94	28.500	2.280	8.00	7.97
	L	Heartland	1.650	03:14	0.61	1.640	0.61	1.540	0.100	6.49	6.97
	L	Sanford	7.230	04:00	-0.28	7.250	-0.28	7.500	-0.250	-3.33	6.32
	L	ANZ Banking NZ	29.780	03:44	0.61	29.600	0.61	27.150	2.450	9.02	5.08
	L	Skycity Entertainm.	3.870	04:00	-2.76	3.980	-2.76	3.750	0.230	6.13	4.13
		Chorus	5.410	04:00	0.19	5.400	0.19	4.720	0.680	14.41	2.06
	L	Air New Zealand	2.825	04:00	-0.53	2.840	-0.53	2.660	0.180	6.77	1.96
		Vector	3.610	04:00	0.56	3.590	0.56	3.370	0.220	6.53	1.23
		Freightways	7.980	04:00	-0.25	8.000	-0.25	7.270	0.730	10.04	1.18
	S	a2 Milk	13.070	04:00	1.00	12.940	1.00	9.970	2.970	29.79	-3.50
	L	Fonterra Shs Fund	4.040	03:31	1.25	3.990	1.25	4.900	-0.910	-18.57	-3.62
	L	New Zealand Refining	2.050	04:00	-1.44	2.080	-1.44	2.330	-0.250	-10.73	-3.72
	L	Metlifecare	4.640	04:00	-0.22	4.650	-0.22	5.800	-1.150	-19.83	-3.85
	L	Fletcher Building	4.650	04:00	-1.48	4.720	-1.48	5.920	-1.200	-20.27	-6.47
	S	Z Energy	5.420	04:00	-0.91	5.470	-0.91	5.940	-0.470	-7.91	-8.91
		Tourism	3.650	03:44	-1.35	3.700	-1.35	4.950	-1.250	-25.25	-15.84
	S	Vista	3.730	04:00	-0.27	3.740	-0.27	3.790	-0.050	-1.32	-16.44
	L	Comvita	3.190	03:44		3.190		5.880	-2.690	-45.75	-17.38
	L	Metro Perf Glass	0.350	03:07	-1.41	0.355	-1.41	0.830	-0.475	-57.23	-18.45
	L	Sky Network Telev.	1.040	04:00	-3.70	1.080	-3.70	2.300	-1.220	-53.04	-24.02
NZX 50 - 48 out of 48 instruments rated - 10/21/19 / 10/29/18 - 37 did rise, Market-Ratio(51) = 77.08 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 51 - B/S = 60/55

1/05/15	scale up chart	10/21/19

Transactions NZX 50 Index * A51 - 60/55 (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		1/23/06	21		- cash -
short	1/23/06	3/20/06	56		a2 Milk	100	125,000	0.080	0.060	0.107	0.027	33	13,338	553
long	3/20/06	12/10/07	630		Mainfreight	100	2,977	4.480	7.090		2.610	58	21,107	30
short	12/10/07	10/05/09	665		Comvita	100	7,538	2.800	1.160	6.759	3.959	141	50,947	62
long	10/05/09	10/12/09	7		Restaurant Brands	100	41,760	1.220	1.340		0.120	10	55,959	13,222
short	10/12/09	10/19/09	7		New Zealand Refining	100	11,080	5.050	5.080	5.020	-0.030	-1	55,626	-27
long	10/19/09	11/30/09	42		Restaurant Brands	100	38,100	1.460	1.460		0.000	0	55,626	0
short	11/30/09	12/07/09	7		New Zealand Refining	100	12,361	4.500	4.150	4.880	0.380	8	60,317	6,715
long	12/07/09	7/19/10	224		Restaurant Brands	100	37,698	1.600	2.270		0.670	42	85,575	77
short	7/19/10	11/01/10	105		New Zealand Exchange	100	133,710	0.640	0.670	0.610	-0.030	-5	81,564	-15
long	11/01/10	11/08/10	7		Restaurant Brands	100	29,129	2.800	2.730		-0.070	-2	79,525	-73
short	11/08/10	1/31/11	84		Fisher & Paykel HC	100	27,234	2.920	3.180	2.660	-0.260	-9	72,444	-33
long	1/31/11	2/28/11	28		Xero	100	26,830	2.700	2.620		-0.080	-3	70,297	-32
short	2/28/11	4/25/11	56		Heartland	100	90,124	0.780	0.710	0.857	0.077	10	77,228	85
long	4/25/11	10/03/11	161		a2 Milk	100	551,627	0.140	0.210		0.070	50	115,842	151
short	10/03/11	10/17/11	14		Heartland	100	236,411	0.490	0.510	0.470	-0.020	-4	111,113	-66
long	10/17/11	10/31/11	14		a2 Milk	100	462,972	0.240	0.240		0.000	0	111,113	0
short	10/31/11	3/05/12	126		Heartland	100	213,679	0.520	0.440	0.615	0.095	18	131,306	62
long	3/05/12	5/21/12	77		a2 Milk	100	354,881	0.370	0.450		0.080	22	159,697	153
short	5/21/12	7/30/12	70		Katmandu	100	99,190	1.610	1.510	1.717	0.107	7	170,270	40
long	7/30/12	1/20/14	539		Xero	100	31,826	5.350	42.350		37.000	692	1,347,832	306
short	1/20/14	6/02/14	133		Chorus	100	880,936	1.530	1.710	1.350	-0.180	-12	1,189,264	-29
long	6/02/14	7/21/14	49		Tourism	100	1,061,842	1.120	1.180		0.060	5	1,252,974	48
short	7/21/14	7/28/14	7		a2 Milk	100	2,054,056	0.610	0.630	0.590	-0.020	-3	1,211,893	-82
long	7/28/14	2/22/16	574		Tourism	100	1,035,806	1.170	2.540		1.370	117	2,630,947	64
short	2/22/16	2/29/16	7		ANZ Banking NZ	100	104,402	25.200	24.220	26.220	1.020	4	2,737,406	691
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	2/29/16	5/22/17	448		a2 Milk	100	1,555,344	1.760	3.490		1.730	98	5,428,151	75
short	5/22/17	6/12/17	21		Comvita	100	965,863	5.620	5.200	6.074	0.454	8	5,866,556	286
long	6/12/17	7/17/17	35		a2 Milk	100	1,705,394	3.440	4.030		0.590	17	6,872,739	421
short	7/17/17	10/02/17	77		Comvita	100	1,137,870	6.040	7.500	4.580	-1.460	-24	5,211,449	-73
long	10/02/17	3/05/18	154		a2 Milk	100	781,326	6.670	12.820		6.150	92	10,016,604	370
short	3/05/18	3/12/18	7		Metro Perf Glass	100	12,068,197	0.830	0.800	0.861	0.031	4	10,391,925	581
long	3/12/18	4/16/18	35		a2 Milk	100	748,158	13.890	12.470		-1.420	-10	9,329,540	-68
short	4/16/18	5/21/18	35		Tegel	100	11,377,488	0.820	1.130	0.510	-0.310	-38	5,802,519	-99
long	5/21/18	7/16/18	56		a2 Milk	100	525,590	11.040	11.290		0.250	2	5,933,916	16
short	7/16/18	8/20/18	35		Comvita	100	993,955	5.970	5.700	6.253	0.283	5	6,215,007	62
long	8/20/18	12/10/18	112		Xero	100	130,924	47.470	37.200		-10.270	-22	4,870,417	-55
short	12/10/18	1/28/19	49		Metro Perf Glass	100	9,189,466	0.530	0.510	0.551	0.021	4	5,061,558	33
long	1/28/19	8/30/19	214		Trade Me	100	795,842	6.360	6.430		0.070	1	5,117,267	2
accum	1/23/06	8/30/19	5020	days out of 5041 invested (100%)							51,073		5,117,267	57

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk	short	1/23/06	3/20/06	56	0.08	0.06	0.11	0.03	33.38
	long	4/25/11	10/03/11	161	0.14	0.21		0.07	50.00
	long	10/17/11	10/31/11	14	0.24	0.24		0.00	0.00
	long	3/05/12	5/21/12	77	0.37	0.45		0.08	21.62
	short	7/21/14	7/28/14	7	0.61	0.63	0.59	-0.02	-3.28
	long	2/29/16	5/22/17	448	1.76	3.49		1.73	98.30
	long	6/12/17	7/17/17	35	3.44	4.03		0.59	17.15
	long	10/02/17	3/05/18	154	6.67	12.82		6.15	92.20
	long	3/12/18	4/16/18	35	13.89	12.47		-1.42	-10.22
	long	5/21/18	7/16/18	56	11.04	11.29		0.25	2.26	864.74
Xero	long	1/31/11	2/28/11	28	2.70	2.62		-0.08	-2.96
	long	7/30/12	1/20/14	539	5.35	42.35		37.00	691.59	668.13
Tourism	long	6/02/14	7/21/14	49	1.12	1.18		0.06	5.36
	long	7/28/14	2/22/16	574	1.17	2.54		1.37	117.09	128.72
Comvita	short	12/10/07	10/05/09	665	2.80	1.16	6.76	3.96	141.38
	short	5/22/17	6/12/17	21	5.62	5.20	6.07	0.45	8.08
	short	7/17/17	10/02/17	77	6.04	7.50	4.58	-1.46	-24.17
	short	7/16/18	8/20/18	35	5.97	5.70	6.25	0.28	4.74	107.19
Mainfreight	long	3/20/06	12/10/07	630	4.48	7.09		2.61	58.26	58.26
Restaurant Brands	long	10/05/09	10/12/09	7	1.22	1.34		0.12	9.84
	long	10/19/09	11/30/09	42	1.46	1.46		0.00	0.00
	long	12/07/09	7/19/10	224	1.60	2.27		0.67	41.88
	long	11/01/10	11/08/10	7	2.80	2.73		-0.07	-2.50	51.93
Heartland	short	2/28/11	4/25/11	56	0.78	0.71	0.86	0.08	9.86
	short	10/03/11	10/17/11	14	0.49	0.51	0.47	-0.02	-4.08
	short	10/31/11	3/05/12	126	0.52	0.44	0.61	0.09	18.17	24.52
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Metro Perf Glass	short	3/05/18	3/12/18	7	0.83	0.80	0.86	0.03	3.75
	short	12/10/18	1/28/19	49	0.53	0.51	0.55	0.02	3.92	7.82
New Zealand Refining	short	10/12/09	10/19/09	7	5.05	5.08	5.02	-0.03	-0.59
	short	11/30/09	12/07/09	7	4.50	4.15	4.88	0.38	8.43	7.79
Katmandu	short	5/21/12	7/30/12	70	1.61	1.51	1.72	0.11	6.62	6.62
ANZ Banking NZ	short	2/22/16	2/29/16	7	25.20	24.22	26.22	1.02	4.05	4.05
Trade Me	long	1/28/19	8/30/19	214	6.36	6.43		0.07	1.10	1.10
New Zealand Exchange	short	7/19/10	11/01/10	105	0.64	0.67	0.61	-0.03	-4.69	-4.69
Fisher & Paykel HC	short	11/08/10	1/31/11	84	2.92	3.18	2.66	-0.26	-8.90	-8.90
Chorus	short	1/20/14	6/02/14	133	1.53	1.71	1.35	-0.18	-11.76	-11.76
Xero	long	8/20/18	12/10/18	112	47.47	37.20		-10.27	-21.63	-21.63
Tegel	short	4/16/18	5/21/18	35	0.82	1.13	0.51	-0.31	-37.80	-37.80

Annotations

4/05/18	Xero	this is the instrument traded at the ASX in AUD
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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