Share-o-matic

Assessment - NZX 50 Index in Swiss Franc - 7/01/24 - RS = 10

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
		NZX 50	6,735.712	8/12/24	0.31	6,465.981	4.17	6,392.919	73.062	1.14	3.33
	L	Vista	1.656	8/12/24	5.23	1.234	34.22	1.003	0.231	23.01	39.18
	S	Skellerup	2.468	8/12/24	3.21	2.024	21.95	2.346	-0.322	-13.74	-16.22
	S	KMD Brands	0.225	8/12/24	2.50	0.197	13.89	0.291	-0.094	-32.21	-45.38
	L	Manawa Energy	2.282	8/12/24	2.46	2.260	0.97	2.465	-0.205	-8.33	-4.93
	L	Fonterra Shs Fund	2.298	8/12/24	2.20	2.232	2.95	1.942	0.291	14.96	21.77
		Gentrack	5.539	8/12/24	2.02	5.649	-1.94	4.315	1.334	30.92	78.11
	S	Tourism	1.141	8/12/24	1.96	0.982	16.20	1.570	-0.588	-37.45	-41.84
	L	Meridian Energy (NS)	3.455	8/12/24	1.29	3.620	-4.55	3.193	0.427	13.37	21.19
	S	Freightways	4.909	8/12/24	1.24	4.289	14.45	4.714	-0.425	-9.02	-4.59
		Turners Automotive	2.364	8/12/24	1.17	2.144	10.23	2.454	-0.310	-12.62	-3.71
	L	a2 Milk	4.086	8/12/24	0.95	3.976	2.76	3.382	0.595	17.58	40.20
	S	Heartland	0.581	8/12/24	0.95	0.532	9.28	0.572	-0.040	-6.95	-29.01
	S	Argosy Property	0.595	8/12/24	0.93	0.559	6.37	0.618	-0.058	-9.41	-7.68
	S	Air New Zealand	0.304	8/12/24	0.91	0.293	3.74	0.307	-0.014	-4.56	-16.27
	L	Fisher & Paykel HC	17.984	8/12/24	0.89	16.426	9.48	14.261	2.166	15.19	26.73
	L	Contact Energy	4.596	8/12/24	0.84	5.002	-8.11	4.638	0.363	7.84	13.00
	S	Precinct Properties	0.686	8/12/24	0.81	0.622	10.13	0.642	-0.019	-3.01	-3.99
		New Zealand Exchange	0.691	8/12/24	0.80	0.576	20.00	0.620	-0.044	-7.16	-1.79
	S	Hallenstein Glasson	3.154	8/12/24	0.70	2.989	5.50	3.107	-0.118	-3.79	-4.55
	S	Property for Indust.	1.201	8/12/24	0.69	1.179	1.86	1.203	-0.024	-1.96	-2.85
	S	Auckland Int Airport	4.075	8/12/24	0.68	4.196	-2.88	4.299	-0.103	-2.40	-3.44
		Channel Infra	0.834	8/12/24	0.66	0.812	2.70	0.831	-0.019	-2.28	-0.34
	S	Fletcher Building	1.711	8/12/24	0.65	1.651	3.65	2.141	-0.490	-22.90	-28.73
	S	Ryman Healthcare	2.556	8/12/24	0.65	1.942	31.64	2.362	-0.421	-17.81	-31.43
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
	S	Arvida	0.894	8/12/24	0.62	0.499	79.12	0.572	-0.073	-12.70	-15.96
	S	Serko	2.002	8/12/24	0.27	1.782	12.31	1.839	-0.057	-3.08	-13.86
	S	Vulcan Steel	3.850	8/12/24	0.14	3.894	-1.13	4.531	-0.637	-14.05	-11.39
		ANZ Banking NZ	16.481	8/12/24	0.13	16.892	-2.44	16.639	0.253	1.52	10.80
		Chorus	4.333	8/12/24	0.13	4.240	2.20	4.007	0.232	5.79	1.78
	S	Ebos	19.805	8/12/24	0.11	17.633	12.32	18.867	-1.234	-6.54	-8.41
		Westpac Banking	16.739	8/12/24	0.07	16.070	4.16	15.059	1.011	6.71	19.18
	S	Investore Property	0.636	8/12/24		0.559	13.73	0.599	-0.039	-6.56	-11.98
		Kiwi Property	0.494	8/12/24		0.450	9.76	0.450	-0.001	-0.14	-2.05
	S	Oceania Healthcare	0.422	8/12/24		0.296	42.59	0.329	-0.033	-9.98	-18.39
	L	Scales	1.837	8/12/24		1.920	-4.29	1.726	0.194	11.22	11.53
	S	Spark New Zealand	2.369	8/12/24		2.243	5.62	2.543	-0.300	-11.79	-14.90
		Stride Property	0.713	8/12/24		0.642	11.11	0.690	-0.049	-7.05	-10.96
		Vector	2.013	8/12/24		2.029	-0.81	1.996	0.034	1.69	-1.16
	L	Sanford	2.249	8/12/24	-0.49	2.183	3.02	2.157	0.025	1.18	2.08
	L	Mainfreight	39.818	8/12/24	-0.55	37.981	4.84	37.485	0.495	1.32	4.99
	S	Skycity Entertainm.	0.850	8/12/24	-0.64	0.812	4.73	1.003	-0.191	-19.09	-21.50
	S	Summerset	5.978	8/12/24	-0.73	5.177	15.47	6.019	-0.842	-13.99	-5.89
		Infratil	5.797	8/12/24	-0.75	6.115	-5.20	5.830	0.285	4.89	10.13
	S	Warehouse	0.653	8/12/24	-0.83	0.537	21.43	0.771	-0.234	-30.31	-35.13
		Port of Tauranga	2.973	8/12/24	-0.91	2.638	12.68	2.605	0.033	1.27	-9.92
	S	Vital Healthcare	1.037	8/12/24	-1.05	0.974	6.48	1.176	-0.202	-17.20	-15.39
	S	Genesis Energy	1.223	8/12/24	-1.11	1.187	3.00	1.267	-0.080	-6.32	-9.67
	S	Goodman Property	1.113	8/12/24	-1.46	1.100	1.25	1.208	-0.109	-8.98	-6.03
	S	Sky Network Telev.	1.453	8/12/24	-1.85	1.338	8.61	1.532	-0.194	-12.64	-5.67
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/22/24	prc diff	⇓ Δ10	⇓∅-RS
		Mercury	3.532	8/12/24	-2.13	3.680	-4.02	3.457	0.223	6.45	6.60
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 4/22/24 - 17 did rise, Market-Ratio(10) in CHF = 34.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 10 - B/S = 26/26

1/03/22	scale up chart	7/01/24

Transactions NZX 50 Index in Swiss Franc * S10 - 26 ex 4 (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		8/06/07	581		- cash -
short	8/06/07	8/27/07	21		Turners Automotive	100	940	10.637	8.609	13.143	2.506	24	12,356	3,852
8/27/07		9/03/07	7		- cash -
	9/03/07	9/10/07	7		Turners Automotive	100	1,596	7.739	7.645	7.834	0.095	1	12,507	89
9/10/07		11/26/07	77		- cash -
	11/26/07	12/03/07	7		Turners Automotive	100	1,901	6.579	6.803	6.355	-0.224	-3	12,082	-84
12/03/07		12/10/07	7		- cash -
	12/10/07	12/24/07	14		Turners Automotive	100	1,695	7.126	7.010	7.243	0.117	2	12,281	53
12/24/07		1/07/08	14		- cash -
	1/07/08	3/31/08	84		Turners Automotive	100	1,951	6.294	4.158	9.529	3.235	51	18,592	506
3/31/08		4/14/08	14		- cash -
	4/14/08	4/21/08	7		Turners Automotive	100	5,510	3.374	3.489	3.258	-0.116	-3	17,955	-84
4/21/08		6/23/08	63		- cash -
	6/23/08	8/04/08	42		Turners Automotive	100	7,640	2.350	1.311	4.212	1.862	79	32,183	15,849
8/04/08		10/13/08	70		- cash -
	10/13/08	12/08/08	56		Turners Automotive	100	80,962	0.398	0.413	0.382	-0.015	-4	30,936	-23
12/08/08		12/15/08	7		- cash -
	12/15/08	12/22/08	7		Tourism	100	80,486	0.384	0.406	0.363	-0.022	-6	29,192	-95
12/22/08		12/29/08	7		- cash -
	12/29/08	1/05/09	7		Tourism	100	67,658	0.431	0.424	0.439	0.007	2	29,675	135
1/05/09		2/16/09	42		- cash -
	2/16/09	2/23/09	7		Turners Automotive	100	120,227	0.247	0.241	0.253	0.006	3	30,442	278
2/23/09		2/15/10	357		- cash -
	2/15/10	2/22/10	7		Channel Infra	100	11,364	2.679	2.559	2.804	0.126	5	31,870	993
2/22/10		5/24/10	91		- cash -
	5/24/10	8/02/10	70		Channel Infra	100	12,096	2.635	2.313	3.002	0.367	14	36,310	97
8/02/10		8/01/11	364		- cash -
	8/01/11	9/05/11	35		Heartland	100	84,697	0.429	0.381	0.483	0.054	13	40,867	243
9/05/11		9/12/11	7		- cash -
	9/12/11	10/10/11	28		Heartland	100	102,156	0.400	0.371	0.431	0.031	8	44,009	163
10/10/11		12/26/11	77		- cash -
	12/26/11	1/09/12	14		Heartland	100	131,789	0.334	0.358	0.310	-0.024	-7	40,842	-86
1/09/12		1/23/12	14		- cash -
	1/23/12	1/30/12	7		Turners Automotive	100	72,242	0.565	0.565	0.566	0.001	0	40,904	8
1/30/12		6/24/13	511		- cash -
	6/24/13	7/01/13	7		Chorus	100	24,134	1.695	1.769	1.620	-0.075	-4	39,101	-90
7/01/13		7/22/13	21		- cash -
	7/22/13	7/29/13	7		Chorus	100	19,775	1.977	2.120	1.834	-0.143	-7	36,274	-98
7/29/13		9/28/15	791		- cash -
	9/28/15	10/12/15	14		KMD Brands	100	41,747	0.869	0.976	0.762	-0.107	-12	31,816	-97
10/12/15		2/22/16	133		- cash -
	2/22/16	2/29/16	7		ANZ Banking NZ	100	1,888	16.848	15.937	17.812	0.963	6	33,634	1,715
2/29/16		10/31/16	245		- cash -
	10/31/16	11/21/16	21		Serko	100	113,186	0.297	0.249	0.354	0.057	19	40,079	2,006
11/21/16		2/26/18	462		- cash -
	2/26/18	4/16/18	49		Fletcher Building	100	8,954	4.476	4.430	4.522	0.046	1	40,491	8
4/16/18		10/29/18	196		- cash -
	10/29/18	11/05/18	7		Air New Zealand	100	23,291	1.738	1.995	1.482	-0.257	-15	34,507	-100
11/05/18		11/26/18	21		- cash -
	11/26/18	12/17/18	21		Fletcher Building	100	10,929	3.157	3.259	3.055	-0.102	-3	33,391	-44
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
12/17/18		3/02/20	441		- cash -
	3/02/20	4/06/20	35		Gentrack	100	27,891	1.197	0.790	1.814	0.617	52	50,606	7,540
	4/06/20	5/11/20	35		KMD Brands	100	124,469	0.407	0.627	0.187	-0.220	-54	23,214	-100
5/11/20		5/18/20	7		- cash -
	5/18/20	5/25/20	7		Sky Network Telev.	100	22,345	1.039	1.013	1.065	0.026	3	23,800	267
5/25/20		11/29/21	553		- cash -
	11/29/21	12/13/21	14		a2 Milk	100	6,104	3.898	3.686	4.123	0.225	6	25,171	331
12/13/21		1/24/22	42		- cash -
	1/24/22	2/07/22	14		Ryman Healthcare	100	3,821	6.586	6.074	7.142	0.556	8	27,294	727
2/07/22		2/21/22	14		- cash -
	2/21/22	4/04/22	42		Ryman Healthcare	100	4,802	5.684	5.835	5.533	-0.151	-3	26,567	-21
4/04/22		5/30/22	56		- cash -
	5/30/22	7/25/22	56		Air New Zealand	100	64,104	0.414	0.366	0.469	0.055	13	30,091	125
7/25/22		10/03/22	70		- cash -
	10/03/22	11/14/22	42		Serko	100	17,111	1.758	1.502	2.059	0.300	17	35,229	294
11/14/22		3/20/23	126		- cash -
	3/20/23	3/27/23	7		Ryman Healthcare	100	11,868	2.968	2.854	3.088	0.119	4	36,644	679
3/27/23		9/18/23	175		- cash -
	9/18/23	10/30/23	42		KMD Brands	100	87,413	0.419	0.437	0.401	-0.018	-4	35,088	-31
	10/30/23	11/06/23	7		a2 Milk	100	15,903	2.206	2.318	2.095	-0.112	-5	33,312	-93
11/06/23		11/13/23	7		- cash -
	11/13/23	11/27/23	14		a2 Milk	100	15,485	2.151	2.285	2.018	-0.134	-6	31,242	-81
11/27/23		6/03/24	189		- cash -
	6/03/24	8/12/24	70		Tourism	100	30,099	1.038	1.141	0.935	-0.103	-10	28,146	-42
accum	8/06/07	8/12/24	1476	days out of 7335 invested (20%)							181		28,146	29

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Turners Automotive	short	8/06/07	8/27/07	21	10.64	8.61	13.14	2.51	23.56
		9/03/07	9/10/07	7	7.74	7.65	7.83	0.10	1.23
		11/26/07	12/03/07	7	6.58	6.80	6.36	-0.22	-3.40
		12/10/07	12/24/07	14	7.13	7.01	7.24	0.12	1.65
		1/07/08	3/31/08	84	6.29	4.16	9.53	3.23	51.39
		4/14/08	4/21/08	7	3.37	3.49	3.26	-0.12	-3.42
		6/23/08	8/04/08	42	2.35	1.31	4.21	1.86	79.25
		10/13/08	12/08/08	56	0.40	0.41	0.38	-0.02	-3.88
		2/16/09	2/23/09	7	0.25	0.24	0.25	0.01	2.58
		1/23/12	1/30/12	7	0.57	0.56	0.57	0.00	0.15	217.86
Gentrack		3/02/20	4/06/20	35	1.20	0.79	1.81	0.62	51.56	51.56
Serko		10/31/16	11/21/16	21	0.30	0.25	0.35	0.06	19.16
		10/03/22	11/14/22	42	1.76	1.50	2.06	0.30	17.08	39.51
Channel Infra		2/15/10	2/22/10	7	2.68	2.56	2.80	0.13	4.69
		5/24/10	8/02/10	70	2.63	2.31	3.00	0.37	13.93	19.28
Heartland		8/01/11	9/05/11	35	0.43	0.38	0.48	0.05	12.55
		9/12/11	10/10/11	28	0.40	0.37	0.43	0.03	7.69
		12/26/11	1/09/12	14	0.33	0.36	0.31	-0.02	-7.20	12.48
Ryman Healthcare		1/24/22	2/07/22	14	6.59	6.07	7.14	0.56	8.44
		2/21/22	4/04/22	42	5.68	5.84	5.53	-0.15	-2.66
		3/20/23	3/27/23	7	2.97	2.85	3.09	0.12	4.02	9.79
ANZ Banking NZ		2/22/16	2/29/16	7	16.85	15.94	17.81	0.96	5.72	5.72
Sky Network Telev.		5/18/20	5/25/20	7	1.04	1.01	1.07	0.03	2.53	2.53
Fletcher Building		2/26/18	4/16/18	49	4.48	4.43	4.52	0.05	1.03
		11/26/18	12/17/18	21	3.16	3.26	3.06	-0.10	-3.23	-2.24
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Air New Zealand		10/29/18	11/05/18	7	1.74	2.00	1.48	-0.26	-14.78
		5/30/22	7/25/22	56	0.41	0.37	0.47	0.05	13.26	-3.48
a2 Milk		11/29/21	12/13/21	14	3.90	3.69	4.12	0.22	5.76
		10/30/23	11/06/23	7	2.21	2.32	2.09	-0.11	-5.06
		11/13/23	11/27/23	14	2.15	2.28	2.02	-0.13	-6.21	-5.83
Chorus		6/24/13	7/01/13	7	1.69	1.77	1.62	-0.07	-4.41
		7/22/13	7/29/13	7	1.98	2.12	1.83	-0.14	-7.23	-11.32
Tourism		12/15/08	12/22/08	7	0.38	0.41	0.36	-0.02	-5.64
		12/29/08	1/05/09	7	0.43	0.42	0.44	0.01	1.65
		6/03/24	8/12/24	70	1.04	1.14	0.94	-0.10	-9.91	-13.58
KMD Brands		9/28/15	10/12/15	14	0.87	0.98	0.76	-0.11	-12.29
		4/06/20	5/11/20	35	0.41	0.63	0.19	-0.22	-54.13
		9/18/23	10/30/23	42	0.42	0.44	0.40	-0.02	-4.25	-61.48

Annotations

2/22/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
6/05/23	NZX 50	Hallenstein Glasson replaces Pushpay
9/17/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
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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