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Assessment - NZX 20 Index - 7/01/24 - RS = 52

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	7/03/23	prc diff	⇓ Δ52	∅-RS
	S	SOM Price Index	445.437	8/12/24	0.05	420.987	5.81	464.252	-43.265	-9.32	-5.65
	L	a2 Milk	7.450	8/12/24	0.95	7.250	2.76	5.270	1.980	37.57	37.08
	L	Fisher & Paykel HC	32.790	8/12/24	0.89	29.950	9.48	24.600	5.350	21.75	26.97
	L	Meridian Energy (NS)	6.300	8/12/24	1.29	6.600	-4.55	5.610	0.990	17.65	13.20
	L	Contact Energy	8.380	8/12/24	0.84	9.120	-8.11	8.110	1.010	12.45	11.79
		Infratil	10.570	8/12/24	-0.75	11.150	-5.20	10.200	0.950	9.31	5.77
	L	Mainfreight	72.600	8/12/24	-0.55	69.250	4.84	70.000	-0.750	-1.07	1.72
		Mercury	6.440	8/12/24	-2.13	6.710	-4.02	6.450	0.260	4.03	1.05
	S	Goodman Property	2.030	8/12/24	-1.46	2.005	1.25	2.210	-0.205	-9.28	-2.56
		Chorus	7.900	8/12/24	0.13	7.730	2.20	8.325	-0.595	-7.15	-4.11
	S	Freightways	8.950	8/12/24	1.24	7.820	14.45	8.240	-0.420	-5.10	-4.71
		Kiwi Property	0.900	8/12/24		0.820	9.76	0.915	-0.095	-10.38	-5.84
	S	Precinct Properties	1.250	8/12/24	0.81	1.135	10.13	1.290	-0.155	-12.02	-6.38
	S	Auckland Int Airport	7.430	8/12/24	0.68	7.650	-2.88	8.550	-0.900	-10.53	-8.17
	S	Summerset	10.900	8/12/24	-0.73	9.440	15.47	9.600	-0.160	-1.67	-8.99
	S	Ebos	36.110	8/12/24	0.11	32.150	12.32	37.500	-5.350	-14.27	-11.23
		Port of Tauranga	5.420	8/12/24	-0.91	4.810	12.68	6.200	-1.390	-22.42	-11.26
	S	Spark New Zealand	4.320	8/12/24		4.090	5.62	5.140	-1.050	-20.43	-18.07
	S	Skycity Entertainm.	1.550	8/12/24	-0.64	1.480	4.73	2.290	-0.810	-35.37	-25.71
	S	Ryman Healthcare	4.660	8/12/24	0.65	3.540	31.64	6.670	-3.130	-46.93	-31.33
	S	Fletcher Building	3.120	8/12/24	0.65	3.010	3.65	5.430	-2.420	-44.57	-33.60
NZX 20 - 20 out of 20 instruments rated - 7/01/24 / 7/03/23 - 6 did rise, Market-Ratio(52) = 30.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 20 RS = 52 - B/S = 56/32

1/04/21	scale up chart	7/01/24

Transactions NZX 20 Index * A52 - 56/32 (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		1/16/06	14		- cash -
long	1/16/06	12/31/07	714		Mainfreight	100	2,695	3.710	6.730		3.020	81	18,139	36
short	12/31/07	10/05/09	644		Air New Zealand	100	9,648	1.880	1.210	2.921	1.041	55	28,182	28
long	10/05/09	9/04/17	2891		Xero	100	20,875	1.350	26.240		24.890	1,844	547,761	45
short	9/04/17	10/09/17	35		Sky Network Telev.	100	20,987	26.100	27.600	24.600	-1.500	-6	516,281	-46
long	10/09/17	3/23/20	896		Xero	100	17,238	29.950	58.750		28.800	96	1,012,735	32
short	3/23/20	6/08/20	77		Sky Network Telev.	100	533,018	1.900	1.700	2.124	0.224	12	1,131,865	69
long	6/08/20	12/27/21	567		Fisher & Paykel HC	100	37,728	30.000	32.850		2.850	10	1,239,389	6
short	12/27/21	5/15/23	504		Ryman Healthcare	100	101,589	12.200	5.390	27.614	15.414	126	2,805,292	81
long	5/15/23	10/30/23	168		Fisher & Paykel HC	100	105,067	26.700	20.800		-5.900	-22	2,185,397	-42
short	10/30/23	12/25/23	56		Skycity Entertainm.	100	1,181,295	1.850	1.810	1.891	0.041	2	2,233,712	15
long	12/25/23	3/04/24	70		Xero	100	20,297	110.050	135.500		25.450	23	2,750,271	196
short	3/04/24	8/12/24	161		Ryman Healthcare	100	599,187	4.590	4.660	4.520	-0.070	-2	2,708,328	-3
accum	1/16/06	8/12/24	7062	days out of 7076 invested (100%)							26,983		2,708,328	34

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Xero	long	10/05/09	9/04/17	2891	1.35	26.24		24.89	1,843.70	1,843.70
Xero	long	10/09/17	3/23/20	896	29.95	58.75		28.80	96.16
	long	12/25/23	3/04/24	70	110.05	135.50		25.45	23.13	141.52
Ryman Healthcare	short	12/27/21	5/15/23	504	12.20	5.39	27.61	15.41	126.35
	short	3/04/24	8/12/24	161	4.59	4.66	4.52	-0.07	-1.53	122.89
Mainfreight	long	1/16/06	12/31/07	714	3.71	6.73		3.02	81.40	81.40
Air New Zealand	short	12/31/07	10/05/09	644	1.88	1.21	2.92	1.04	55.37	55.37
Sky Network Telev.	short	9/04/17	10/09/17	35	26.10	27.60	24.60	-1.50	-5.75
	short	3/23/20	6/08/20	77	1.90	1.70	2.12	0.22	11.76	5.34
Skycity Entertainm.	short	10/30/23	12/25/23	56	1.85	1.81	1.89	0.04	2.21	2.21
Fisher & Paykel HC	long	6/08/20	12/27/21	567	30.00	32.85		2.85	9.50
	long	5/15/23	10/30/23	168	26.70	20.80		-5.90	-22.10	-14.70

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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