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

Assessment - NZX 20 Index in Japanese yen - 1/07/24 - RS = 27

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	25/12/23	prc diff	⇓ Δ27	⇓∅-RS
	S	SOM Price Index	43,682.935	12/08/24	0.05	41,285.182	5.81	39,846.925	1,438.258	3.61	3.77
	L	a2 Milk	730.604	12/08/24	0.95	710.990	2.76	412.951	298.039	72.17	49.87
	S	Auckland Int Airport	728.642	12/08/24	0.68	750.217	-2.88	764.858	-14.640	-1.91	3.02
		Chorus	774.734	12/08/24	0.13	758.063	2.20	697.529	60.534	8.68	8.56
	L	Contact Energy	821.806	12/08/24	0.84	894.376	-8.11	719.074	175.303	24.38	20.64
	S	Ebos	3,541.221	12/08/24	0.11	3,152.873	12.32	3,199.475	-46.601	-1.46	-2.30
	L	Fisher & Paykel HC	3,215.636	12/08/24	0.89	2,937.124	9.48	2,128.494	808.630	37.99	35.40
	S	Fletcher Building	305.971	12/08/24	0.65	295.183	3.65	430.906	-135.722	-31.50	-24.18
	S	Freightways	877.705	12/08/24	1.24	766.889	14.45	740.619	26.269	3.55	1.79
	S	Goodman Property	199.077	12/08/24	-1.46	196.626	1.25	194.356	2.269	1.17	0.29
		Infratil	1,036.574	12/08/24	-0.75	1,093.454	-5.20	899.516	193.938	21.56	17.58
		Kiwi Property	88.261	12/08/24		80.415	9.76	78.102	2.314	2.96	4.46
	L	Mainfreight	7,119.707	12/08/24	-0.55	6,791.181	4.84	6,194.269	596.912	9.64	12.06
		Mercury	631.555	12/08/24	-2.13	658.034	-4.02	580.825	77.209	13.29	13.80
	L	Meridian Energy (NS)	617.826	12/08/24	1.29	647.246	-4.55	491.951	155.295	31.57	29.44
		Port of Tauranga	531.526	12/08/24	-0.91	471.705	12.68	478.485	-6.780	-1.42	-4.00
	S	Precinct Properties	122.584	12/08/24	0.81	111.307	10.13	114.459	-3.153	-2.75	2.42
	S	Ryman Healthcare	456.995	12/08/24	0.65	347.159	31.64	506.314	-159.155	-31.43	-27.09
	S	Skycity Entertainm.	152.005	12/08/24	-0.64	145.140	4.73	162.487	-17.347	-10.68	-16.37
	S	Spark New Zealand	423.652	12/08/24		401.096	5.62	460.530	-59.434	-12.91	-9.25
	S	Summerset	1,068.937	12/08/24	-0.73	925.758	15.47	911.186	14.572	1.60	0.46
NZX 20 - 20 out of 20 instruments rated - 1/07/24 / 25/12/23 - 12 did rise, Market-Ratio(27) in JPY = 60.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

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

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

Transactions NZX 20 Index in Japanese yen * 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	2/01/06	30/01/06	28		Mainfreight	100	34	293.654	286.166	-7.488	-3	9,745	-29
30/01/06		6/03/06	35		- cash -
	6/03/06	9/10/06	217		Mainfreight	100	28	337.906	505.524	167.618	50	14,439	97
9/10/06		16/10/06	7		- cash -
	16/10/06	26/02/07	133		Mainfreight	100	28	512.748	637.298	124.550	24	17,926	82
	26/02/07	14/05/07	77		Ryman Healthcare	100	91	196.750	222.324	25.574	13	20,253	78
	14/05/07	16/07/07	63		a2 Milk	100	1,765	11.469	22.067	10.597	92	38,958	4,332
16/07/07		24/09/07	70		- cash -
	24/09/07	12/11/07	49		a2 Milk	100	1,743	22.344	17.764	-4.580	-20	30,974	-82
12/11/07		22/09/08	315		- cash -
	22/09/08	29/09/08	7		Fisher & Paykel HC	100	135	228.563	209.469	-19.094	-8	28,397	-99
29/09/08		27/07/09	301		- cash -
	27/07/09	10/08/09	14		a2 Milk	100	3,805	7.462	6.565	-0.897	-12	24,982	-96
	10/08/09	31/08/09	21		Ryman Healthcare	100	199	125.383	117.780	-7.602	-6	23,469	-66
	31/08/09	16/11/09	77		Fletcher Building	100	46	503.127	532.961	29.834	6	24,842	31
	16/11/09	15/02/10	91		Ryman Healthcare	100	189	131.242	126.715	-4.527	-3	23,986	-13
15/02/10		8/03/10	21		- cash -
	8/03/10	3/05/10	56		Mainfreight	100	63	377.266	443.316	66.049	18	28,147	186
3/05/10		17/05/10	14		- cash -
	17/05/10	24/05/10	7		Mainfreight	100	68	410.615	368.945	-41.671	-10	25,314	-100
24/05/10		27/09/10	126		- cash -
	27/09/10	4/10/10	7		Mainfreight	100	57	441.993	433.684	-8.309	-2	24,840	-63
4/10/10		15/11/10	42		- cash -
	15/11/10	8/08/11	266		Mainfreight	100	52	472.426	654.146	181.720	38	34,290	56
8/08/11		5/09/11	28		- cash -
	5/09/11	21/11/11	77		a2 Milk	100	2,633	13.022	15.123	2.101	16	39,822	103
21/11/11		23/01/12	63		- cash -
	23/01/12	17/12/12	329		a2 Milk	100	2,564	15.526	37.472	21.946	141	96,091	166
	17/12/12	14/01/13	28		Summerset	100	609	157.666	168.597	10.931	7	102,748	140
	14/01/13	21/01/13	7		Ryman Healthcare	100	291	352.860	348.512	-4.348	-1	101,483	-48
	21/01/13	18/03/13	56		Fletcher Building	100	144	701.549	693.688	-7.862	-1	100,351	-7
	18/03/13	10/06/13	84		Summerset	100	493	203.377	228.582	25.205	12	112,777	66
	10/06/13	26/08/13	77		Ryman Healthcare	100	228	492.566	524.252	31.686	6	120,001	34
26/08/13		2/09/13	7		- cash -
	2/09/13	14/10/13	42		Fisher & Paykel HC	100	422	283.933	296.806	12.873	5	125,434	47
14/10/13		16/12/13	63		- cash -
	16/12/13	23/12/13	7		Ryman Healthcare	100	189	662.675	673.469	10.794	2	127,474	132
23/12/13		30/12/13	7		- cash -
	30/12/13	20/01/14	21		Ryman Healthcare	100	188	674.715	708.207	33.492	5	133,770	132
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
20/01/14		24/02/14	35		- cash -
	24/02/14	7/04/14	42		a2 Milk	100	1,649	81.111	75.367	-5.744	-7	124,298	-47
	7/04/14	28/04/14	21		Ryman Healthcare	100	167	743.918	726.256	-17.661	-2	121,349	-34
	28/04/14	26/05/14	28		Auckland Int Airport	100	354	342.128	337.355	-4.773	-1	119,659	-17
	26/05/14	28/07/14	63		Fisher & Paykel HC	100	316	378.326	401.401	23.076	6	126,951	41
	28/07/14	11/08/14	14		Spark New Zealand	100	495	255.991	242.919	-13.072	-5	120,480	-74
	11/08/14	3/11/14	84		Fisher & Paykel HC	100	291	413.222	484.303	71.081	17	141,165	99
	3/11/14	13/04/15	161		Meridian Energy (NS)	100	977	144.410	170.928	26.518	18	167,073	47
	13/04/15	6/07/15	84		Chorus	100	630	264.894	244.578	-20.316	-8	154,273	-29
	6/07/15	13/07/15	7		Meridian Energy (NS)	100	833	185.174	171.462	-13.712	-7	142,851	-98
	13/07/15	17/08/15	35		a2 Milk	100	2,336	61.148	64.581	3.433	6	150,870	77
17/08/15		19/10/15	63		- cash -
	19/10/15	4/01/16	77		Ebos	100	137	1,096.627	1,109.027	12.401	1	152,569	5
	4/01/16	10/10/16	280		a2 Milk	100	1,016	150.021	141.254	-8.767	-6	143,662	-8
10/10/16		17/10/16	7		- cash -
	17/10/16	24/10/16	7		Fletcher Building	100	184	778.390	778.390	0.000	0	143,662	0
24/10/16		24/04/17	182		- cash -
	24/04/17	5/02/18	287		a2 Milk	100	582	246.570	725.771	479.201	194	422,557	295
5/02/18		19/03/18	42		- cash -
	19/03/18	16/04/18	28		a2 Milk	100	398	1,060.588	983.215	-77.373	-7	391,763	-63
16/04/18		30/04/18	14		- cash -
	30/04/18	13/08/18	105		a2 Milk	100	419	934.590	784.631	-149.959	-16	328,930	-46
	13/08/18	27/08/18	14		Summerset	100	584	562.428	566.758	4.329	1	331,458	22
	27/08/18	10/09/18	14		a2 Milk	100	365	905.920	836.508	-69.412	-8	306,123	-87
	10/09/18	22/10/18	42		Ryman Healthcare	100	315	970.611	886.804	-83.807	-9	279,724	-54
	22/10/18	3/12/18	42		Chorus	100	785	356.200	374.857	18.657	5	294,370	56
	3/12/18	31/12/18	28		Spark New Zealand	100	874	336.662	305.540	-31.122	-9	267,169	-72
	31/12/18	11/02/19	42		Mainfreight	100	117	2,267.625	2,485.646	218.021	10	292,678	122
	11/02/19	18/02/19	7		Meridian Energy (NS)	100	1,030	284.095	282.237	-1.858	-1	290,763	-29
	18/02/19	25/02/19	7		Mainfreight	100	116	2,500.355	2,486.518	-13.837	-1	289,158	-25
	25/02/19	25/03/19	28		a2 Milk	100	259	1,113.195	1,039.191	-74.004	-7	269,991	-59
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	25/03/19	27/05/19	63		Chorus	100	621	434.515	399.320	-35.196	-8	248,135	-39
	27/05/19	10/06/19	14		a2 Milk	100	221	1,120.532	1,017.761	-102.771	-9	225,422	-92
	10/06/19	19/08/19	70		Meridian Energy (NS)	100	717	314.150	319.095	4.944	2	228,967	8
	19/08/19	18/11/19	91		Mercury	100	678	337.544	331.268	-6.276	-2	224,712	-7
	18/11/19	30/12/19	42		Fisher & Paykel HC	100	156	1,437.117	1,629.126	192.009	13	254,666	197
	30/12/19	2/03/20	63		Summerset	100	384	662.931	501.622	-161.309	-24	192,723	-80
	2/03/20	9/03/20	7		Fisher & Paykel HC	100	111	1,728.336	1,739.322	10.986	1	193,943	39
9/03/20		7/09/20	182		- cash -
	7/09/20	21/09/20	14		Fisher & Paykel HC	100	79	2,441.752	2,175.905	-265.847	-11	172,941	-95
	21/09/20	5/10/20	14		Chorus	100	281	613.914	596.244	-17.670	-3	167,975	-53
	5/10/20	14/12/20	70		Summerset	100	262	639.083	808.949	169.865	27	212,480	242
	14/12/20	11/01/21	28		Mainfreight	100	46	4,571.260	5,124.068	552.808	12	237,909	343
	11/01/21	18/01/21	7		Meridian Energy (NS)	100	377	629.849	548.517	-81.332	-13	207,247	-100
	18/01/21	5/04/21	77		Summerset	100	233	887.654	929.726	42.072	5	217,050	25
	5/04/21	3/05/21	28		Fletcher Building	100	399	543.832	577.543	33.711	6	230,501	119
3/05/21		10/05/21	7		- cash -
	10/05/21	17/05/21	7		Fletcher Building	100	389	591.031	573.447	-17.585	-3	223,660	-79
17/05/21		31/05/21	14		- cash -
	31/05/21	14/06/21	14		Fletcher Building	100	377	592.927	618.972	26.045	4	233,480	207
14/06/21		23/08/21	70		- cash -
	23/08/21	18/10/21	56		Mainfreight	100	34	6,812.945	7,229.257	416.311	6	247,634	47
18/10/21		3/01/22	77		- cash -
	3/01/22	10/01/22	7		Ebos	100	76	3,226.738	3,096.365	-130.372	-4	237,726	-88
10/01/22		22/08/22	224		- cash -
	22/08/22	29/08/22	7		Infratil	100	306	774.740	769.613	-5.127	-1	236,157	-29
29/08/22		5/12/22	98		- cash -
	5/12/22	12/12/22	7		a2 Milk	100	409	576.689	615.724	39.036	7	252,123	2,942
12/12/22		19/12/22	7		- cash -
	19/12/22	23/01/23	35		a2 Milk	100	408	617.252	627.114	9.862	2	256,146	18
23/01/23		6/02/23	14		- cash -
	6/02/23	13/02/23	7		a2 Milk	100	410	624.116	632.396	8.280	1	259,541	99
13/02/23		10/04/23	56		- cash -
	10/04/23	29/05/23	49		Fisher & Paykel HC	100	115	2,240.414	2,076.643	-163.771	-7	240,708	-43
	29/05/23	5/06/23	7		Infratil	100	283	849.188	848.414	-0.774	0	240,489	-5
5/06/23		19/06/23	14		- cash -
	19/06/23	14/08/23	56		Infratil	100	283	847.631	866.496	18.865	2	245,827	15
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
14/08/23		1/01/24	140		- cash -
	1/01/24	8/01/24	7		Summerset	100	267	918.523	939.300	20.776	2	251,375	221
8/01/24		26/02/24	49		- cash -
	26/02/24	4/03/24	7		a2 Milk	100	434	578.543	559.746	-18.797	-3	243,217	-82
4/03/24		11/03/24	7		- cash -
	11/03/24	3/06/24	84		a2 Milk	100	428	567.921	742.870	174.949	31	318,095	221
3/06/24		3/07/25	395		- cash -
accum	2/01/06	3/06/24	4326	days out of 7122 invested (61%)						3,081		318,095	34

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
a2 Milk	long	14/05/07	16/07/07	63	11.47	22.07	10.60	92.40
		24/09/07	12/11/07	49	22.34	17.76	-4.58	-20.50
		27/07/09	10/08/09	14	7.46	6.56	-0.90	-12.03
		5/09/11	21/11/11	77	13.02	15.12	2.10	16.14
		23/01/12	17/12/12	329	15.53	37.47	21.95	141.35
		24/02/14	7/04/14	42	81.11	75.37	-5.74	-7.08
		13/07/15	17/08/15	35	61.15	64.58	3.43	5.61
		4/01/16	10/10/16	280	150.02	141.25	-8.77	-5.84
		24/04/17	5/02/18	287	246.57	725.77	479.20	194.35
		19/03/18	16/04/18	28	1,060.59	983.21	-77.37	-7.30
		30/04/18	13/08/18	105	934.59	784.63	-149.96	-16.05
		27/08/18	10/09/18	14	905.92	836.51	-69.41	-7.66
		25/02/19	25/03/19	28	1,113.20	1,039.19	-74.00	-6.65
		27/05/19	10/06/19	14	1,120.53	1,017.76	-102.77	-9.17
		5/12/22	12/12/22	7	576.69	615.72	39.04	6.77
		19/12/22	23/01/23	35	617.25	627.11	9.86	1.60
		6/02/23	13/02/23	7	624.12	632.40	8.28	1.33
		26/02/24	4/03/24	7	578.54	559.75	-18.80	-3.25
		11/03/24	3/06/24	84	567.92	742.87	174.95	30.81	769.51
Mainfreight		2/01/06	30/01/06	28	293.65	286.17	-7.49	-2.55
		6/03/06	9/10/06	217	337.91	505.52	167.62	49.60
		16/10/06	26/02/07	133	512.75	637.30	124.55	24.29
		8/03/10	3/05/10	56	377.27	443.32	66.05	17.51
		17/05/10	24/05/10	7	410.62	368.94	-41.67	-10.15
		27/09/10	4/10/10	7	441.99	433.68	-8.31	-1.88
		15/11/10	8/08/11	266	472.43	654.15	181.72	38.47
		31/12/18	11/02/19	42	2,267.63	2,485.65	218.02	9.61
		18/02/19	25/02/19	7	2,500.36	2,486.52	-13.84	-0.55
		14/12/20	11/01/21	28	4,571.26	5,124.07	552.81	12.09
		23/08/21	18/10/21	56	6,812.95	7,229.26	416.31	6.11	237.02
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Summerset		17/12/12	14/01/13	28	157.67	168.60	10.93	6.93
		18/03/13	10/06/13	84	203.38	228.58	25.20	12.39
		13/08/18	27/08/18	14	562.43	566.76	4.33	0.77
		30/12/19	2/03/20	63	662.93	501.62	-161.31	-24.33
		5/10/20	14/12/20	70	639.08	808.95	169.87	26.58
		18/01/21	5/04/21	77	887.65	929.73	42.07	4.74
		1/01/24	8/01/24	7	918.52	939.30	20.78	2.26	24.25
Fletcher Building		31/08/09	16/11/09	77	503.13	532.96	29.83	5.93
		21/01/13	18/03/13	56	701.55	693.69	-7.86	-1.12
		17/10/16	24/10/16	7	778.39	778.39	0.00	0.00
		5/04/21	3/05/21	28	543.83	577.54	33.71	6.20
		10/05/21	17/05/21	7	591.03	573.45	-17.58	-2.98
		31/05/21	14/06/21	14	592.93	618.97	26.05	4.39	12.67
Fisher & Paykel HC		22/09/08	29/09/08	7	228.56	209.47	-19.09	-8.35
		2/09/13	14/10/13	42	283.93	296.81	12.87	4.53
		26/05/14	28/07/14	63	378.33	401.40	23.08	6.10
		11/08/14	3/11/14	84	413.22	484.30	71.08	17.20
		18/11/19	30/12/19	42	1,437.12	1,629.13	192.01	13.36
		2/03/20	9/03/20	7	1,728.34	1,739.32	10.99	0.64
		7/09/20	21/09/20	14	2,441.75	2,175.91	-265.85	-10.89
		10/04/23	29/05/23	49	2,240.41	2,076.64	-163.77	-7.31	12.25
Ryman Healthcare		26/02/07	14/05/07	77	196.75	222.32	25.57	13.00
		10/08/09	31/08/09	21	125.38	117.78	-7.60	-6.06
		16/11/09	15/02/10	91	131.24	126.72	-4.53	-3.45
		14/01/13	21/01/13	7	352.86	348.51	-4.35	-1.23
		10/06/13	26/08/13	77	492.57	524.25	31.69	6.43
		16/12/13	23/12/13	7	662.67	673.47	10.79	1.63
		30/12/13	20/01/14	21	674.71	708.21	33.49	4.96
		7/04/14	28/04/14	21	743.92	726.26	-17.66	-2.37
		10/09/18	22/10/18	42	970.61	886.80	-83.81	-8.63	2.51
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Infratil		22/08/22	29/08/22	7	774.74	769.61	-5.13	-0.66
		29/05/23	5/06/23	7	849.19	848.41	-0.77	-0.09
		19/06/23	14/08/23	56	847.63	866.50	18.87	2.23	1.46
Auckland Int Airport		28/04/14	26/05/14	28	342.13	337.35	-4.77	-1.40	-1.40
Mercury		19/08/19	18/11/19	91	337.54	331.27	-6.28	-1.86	-1.86
Ebos		19/10/15	4/01/16	77	1,096.63	1,109.03	12.40	1.13
		3/01/22	10/01/22	7	3,226.74	3,096.37	-130.37	-4.04	-2.96
Meridian Energy (NS)		3/11/14	13/04/15	161	144.41	170.93	26.52	18.36
		6/07/15	13/07/15	7	185.17	171.46	-13.71	-7.41
		11/02/19	18/02/19	7	284.10	282.24	-1.86	-0.65
		10/06/19	19/08/19	70	314.15	319.09	4.94	1.57
		11/01/21	18/01/21	7	629.85	548.52	-81.33	-12.91	-3.69
Chorus		13/04/15	6/07/15	84	264.89	244.58	-20.32	-7.67
		22/10/18	3/12/18	42	356.20	374.86	18.66	5.24
		25/03/19	27/05/19	63	434.52	399.32	-35.20	-8.10
		21/09/20	5/10/20	14	613.91	596.24	-17.67	-2.88	-13.27
Spark New Zealand		28/07/14	11/08/14	14	255.99	242.92	-13.07	-5.11
		3/12/18	31/12/18	28	336.66	305.54	-31.12	-9.24	-13.88

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


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