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

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

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/01/24	prc diff	⇓ Δ25	⇓∅-RS
	S	SOM Price Index	43,682.935	12/08/24	0.05	41,285.182	5.81	40,046.075	1,239.108	3.09	3.77
	L	a2 Milk	730.604	12/08/24	0.95	710.990	2.76	388.304	322.686	83.10	49.87
	S	Auckland Int Airport	728.642	12/08/24	0.68	750.217	-2.88	754.136	-3.919	-0.52	3.02
		Chorus	774.734	12/08/24	0.13	758.063	2.20	694.812	63.250	9.10	8.56
	L	Contact Energy	821.806	12/08/24	0.84	894.376	-8.11	734.362	160.015	21.79	20.64
	S	Ebos	3,541.221	12/08/24	0.11	3,152.873	12.32	3,325.750	-172.877	-5.20	-2.30
	L	Fisher & Paykel HC	3,215.636	12/08/24	0.89	2,937.124	9.48	2,142.862	794.263	37.07	35.40
	S	Fletcher Building	305.971	12/08/24	0.65	295.183	3.65	426.056	-130.872	-30.72	-24.18
	S	Freightways	877.705	12/08/24	1.24	766.889	14.45	764.024	2.865	0.37	1.79
	S	Goodman Property	199.077	12/08/24	-1.46	196.626	1.25	199.545	-2.919	-1.46	0.29
		Infratil	1,036.574	12/08/24	-0.75	1,093.454	-5.20	916.828	176.625	19.26	17.58
		Kiwi Property	88.261	12/08/24		80.415	9.76	76.852	3.564	4.64	4.46
	L	Mainfreight	7,119.707	12/08/24	-0.55	6,791.181	4.84	6,245.219	545.962	8.74	12.06
		Mercury	631.555	12/08/24	-2.13	658.034	-4.02	596.837	61.196	10.25	13.80
	L	Meridian Energy (NS)	617.826	12/08/24	1.29	647.246	-4.55	506.053	141.193	27.90	29.44
		Port of Tauranga	531.526	12/08/24	-0.91	471.705	12.68	482.683	-10.978	-2.27	-4.00
	S	Precinct Properties	122.584	12/08/24	0.81	111.307	10.13	113.255	-1.949	-1.72	2.42
	S	Ryman Healthcare	456.995	12/08/24	0.65	347.159	31.64	513.244	-166.085	-32.36	-27.09
	S	Skycity Entertainm.	152.005	12/08/24	-0.64	145.140	4.73	159.996	-14.856	-9.28	-16.37
	S	Spark New Zealand	423.652	12/08/24		401.096	5.62	466.504	-65.407	-14.02	-9.25
	S	Summerset	1,068.937	12/08/24	-0.73	925.758	15.47	939.300	-13.542	-1.44	0.46
NZX 20 - 20 out of 20 instruments rated - 1/07/24 / 8/01/24 - 10 did rise, Market-Ratio(25) in JPY = 50.00 %
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 Japanese yen * 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	1,242	8.045	4.288	15.095	7.049	88	18,755	1,440
27/03/06		18/09/06	175		- cash -
	18/09/06	16/10/06	28		Spark New Zealand	100	54	344.800	337.376	352.388	7.588	2	19,165	33
16/10/06		23/10/06	7		- cash -
	23/10/06	6/11/06	14		Spark New Zealand	100	55	347.607	374.706	320.507	-27.099	-8	17,675	-88
6/11/06		13/11/06	7		- cash -
	13/11/06	20/11/06	7		Spark New Zealand	100	49	356.411	350.004	362.935	6.524	2	17,994	157
20/11/06		11/06/07	203		- cash -
	11/06/07	22/10/07	133		Fisher & Paykel HC	100	55	322.568	285.690	364.207	41.638	13	20,285	40
22/10/07		29/10/07	7		- cash -
	29/10/07	7/01/08	70		Fisher & Paykel HC	100	70	286.921	292.096	281.747	-5.174	-2	19,922	-9
	7/01/08	14/01/08	7		a2 Milk	100	2,393	8.322	19.590	0.000	-8.322	-100	8	-100
	14/01/08	3/03/08	49		Mainfreight	100	0	506.777	538.446	475.108	-31.669	-6	8	0
	3/03/08	24/03/08	21		Fisher & Paykel HC	100	0	223.662	226.254	221.071	-2.592	-1	8	0
	24/03/08	7/07/08	105		Ryman Healthcare	100	0	118.251	132.794	103.708	-14.543	-12	8	0
	7/07/08	8/09/08	63		a2 Milk	100	1	8.097	7.929	8.270	0.172	2	8	13
8/09/08		22/09/08	14		- cash -
	22/09/08	27/04/09	217		Spark New Zealand	100	0	208.592	146.297	297.413	88.821	43	8	0
	27/04/09	27/07/09	91		Goodman Property	100	0	43.945	60.939	26.951	-16.994	-39	8	0
27/07/09		3/08/09	7		- cash -
	3/08/09	10/08/09	7		Contact Energy	100	0	355.224	381.399	329.048	-26.176	-7	8	0
10/08/09		25/01/10	168		- cash -
	25/01/10	1/11/10	280		Spark New Zealand	100	0	152.516	126.257	184.237	31.721	21	8	0
1/11/10		8/08/11	280		- cash -
	8/08/11	5/09/11	28		Fisher & Paykel HC	100	0	151.973	143.895	160.505	8.532	6	8	0
5/09/11		19/09/11	14		- cash -
	19/09/11	30/01/12	133		Fisher & Paykel HC	100	0	142.620	137.863	147.541	4.921	3	8	0
30/01/12		27/02/12	28		- cash -
	27/02/12	5/03/12	7		Fisher & Paykel HC	100	0	145.260	152.663	137.857	-7.403	-5	8	0
5/03/12		19/03/12	14		- cash -
	19/03/12	26/03/12	7		Contact Energy	100	0	321.199	303.172	340.299	19.099	6	8	0
26/03/12		16/04/12	21		- cash -
	16/04/12	23/04/12	7		Fletcher Building	100	0	413.609	411.996	415.229	1.619	0	8	0
23/04/12		25/06/12	63		- cash -
	25/06/12	2/07/12	7		Fisher & Paykel HC	100	0	123.338	126.613	120.063	-3.275	-3	8	0
2/07/12		23/07/12	21		- cash -
	23/07/12	30/07/12	7		Fisher & Paykel HC	100	0	122.375	122.523	122.228	-0.148	0	8	0
30/07/12		17/06/13	322		- cash -
	17/06/13	1/07/13	14		Chorus	100	0	196.953	185.671	208.920	11.967	6	8	0
1/07/13		8/07/13	7		- cash -
	8/07/13	15/07/13	7		Chorus	100	0	206.707	207.858	205.557	-1.150	-1	8	0
15/07/13		29/07/13	14		- cash -
	29/07/13	26/08/13	28		Freightways	100	0	323.490	320.078	326.939	3.449	1	8	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	172.829	199.806	145.851	-26.977	-16	8	0
	9/12/13	3/03/14	84		Chorus	100	0	111.480	129.768	93.191	-18.288	-16	8	0
3/03/14		17/03/14	14		- cash -
	17/03/14	24/03/14	7		Chorus	100	0	146.417	147.688	145.145	-1.272	-1	8	0
24/03/14		7/04/14	14		- cash -
	7/04/14	14/04/14	7		Chorus	100	0	158.714	155.628	161.862	3.147	2	8	0
14/04/14		22/06/15	434		- cash -
	22/06/15	29/06/15	7		Contact Energy	100	0	439.352	411.578	468.999	29.648	7	8	0
29/06/15		13/07/15	14		- cash -
	13/07/15	27/07/15	14		Contact Energy	100	0	405.725	410.571	400.879	-4.846	-1	8	0
27/07/15		3/08/15	7		- cash -
	3/08/15	7/12/15	126		Contact Energy	100	0	408.759	385.270	433.680	24.921	6	8	0
7/12/15		11/01/16	35		- cash -
	11/01/16	1/02/16	21		Contact Energy	100	0	360.732	364.926	356.538	-4.194	-1	8	0
1/02/16		10/10/16	252		- cash -
	10/10/16	3/04/17	175		Contact Energy	100	0	351.287	401.404	301.170	-50.117	-14	8	0
	3/04/17	24/04/17	21		Fletcher Building	100	0	647.225	617.196	678.715	31.490	5	8	0
24/04/17		2/10/17	161		- cash -
	2/10/17	9/10/17	7		Fletcher Building	100	0	648.048	648.048	648.048	0.000	0	8	0
9/10/17		23/10/17	14		- cash -
	23/10/17	27/11/17	35		Fletcher Building	100	0	628.773	524.514	753.756	124.983	20	8	0
27/11/17		18/12/17	21		- cash -
	18/12/17	25/12/17	7		Fletcher Building	100	0	598.164	610.928	585.401	-12.764	-2	8	0
25/12/17		8/01/18	14		- cash -
	8/01/18	22/01/18	14		Fletcher Building	100	0	624.279	613.630	635.114	10.834	2	8	0
22/01/18		29/01/18	7		- cash -
	29/01/18	21/05/18	112		Fletcher Building	100	0	590.461	500.045	697.227	106.765	18	8	0
21/05/18		4/06/18	14		- cash -
	4/06/18	11/06/18	7		Fletcher Building	100	0	508.075	530.433	485.716	-22.359	-4	8	0
11/06/18		29/10/18	140		- cash -
	29/10/18	5/11/18	7		Fletcher Building	100	0	434.544	441.136	427.951	-6.592	-2	8	0
5/11/18		19/11/18	14		- cash -
	19/11/18	14/01/19	56		Fletcher Building	100	0	426.861	368.558	494.386	67.525	16	8	0
14/01/19		2/03/20	413		- cash -
	2/03/20	7/09/20	189		Skycity Entertainm.	100	0	214.017	202.886	225.758	11.741	5	8	0
7/09/20		19/04/21	224		- cash -
	19/04/21	26/04/21	7		a2 Milk	100	0	691.691	618.048	774.110	82.418	12	8	0
26/04/21		3/05/21	7		- cash -
	3/05/21	14/06/21	42		a2 Milk	100	0	607.402	494.078	746.719	139.317	23	8	0
14/06/21		21/06/21	7		- cash -
	21/06/21	9/08/21	49		a2 Milk	100	0	500.783	475.251	527.687	26.904	5	8	0
9/08/21		23/08/21	14		- cash -
	23/08/21	30/08/21	7		a2 Milk	100	0	516.213	470.065	566.890	50.678	10	8	0
30/08/21		6/09/21	7		- cash -
	6/09/21	20/09/21	14		a2 Milk	100	0	464.714	426.016	506.927	42.213	9	8	0
20/09/21		27/09/21	7		- cash -
	27/09/21	4/10/21	7		a2 Milk	100	0	472.130	517.149	427.111	-45.019	-10	8	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	492.496	462.122	524.867	32.371	7	8	0
	8/08/22	5/12/22	119		Fisher & Paykel HC	100	0	1,777.392	2,085.748	1,469.036	-308.356	-17	8	0
	5/12/22	12/12/22	7		Ryman Healthcare	100	0	574.962	546.433	604.980	30.018	5	8	0
12/12/22		19/12/22	7		- cash -
	19/12/22	26/12/22	7		Ryman Healthcare	100	0	506.374	461.476	555.639	49.265	10	8	0
26/12/22		2/01/23	7		- cash -
	2/01/23	3/04/23	91		Ryman Healthcare	100	0	442.043	446.953	437.134	-4.909	-1	8	0
3/04/23		24/04/23	21		- cash -
	24/04/23	8/05/23	14		Ryman Healthcare	100	0	443.135	452.202	434.068	-9.067	-2	8	0
8/05/23		15/05/23	7		- cash -
	15/05/23	26/06/23	42		Ryman Healthcare	100	0	457.202	578.559	335.846	-121.356	-27	8	0
26/06/23		10/07/23	14		- cash -
	10/07/23	5/02/24	210		a2 Milk	100	0	471.086	479.569	462.604	-8.482	-2	8	0
	5/02/24	4/03/24	28		Fletcher Building	100	0	381.496	377.141	385.901	4.405	1	8	0
4/03/24		18/03/24	14		- cash -
	18/03/24	25/03/24	7		Ryman Healthcare	100	0	416.169	400.197	432.779	16.610	4	8	0
25/03/24		29/04/24	35		- cash -
	29/04/24	12/08/24	105		Ryman Healthcare	100	0	397.599	456.995	338.203	-59.396	-15	8	0
accum	2/01/06	12/08/24	3797	days out of 7122 invested (53%)							-100		8	-49

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	413.61	412.00	415.23	1.62	0.39
		3/04/17	24/04/17	21	647.22	617.20	678.71	31.49	4.87
		2/10/17	9/10/17	7	648.05	648.05	648.05	0.00	0.00
		23/10/17	27/11/17	35	628.77	524.51	753.76	124.98	19.88
		18/12/17	25/12/17	7	598.16	610.93	585.40	-12.76	-2.13
		8/01/18	22/01/18	14	624.28	613.63	635.11	10.83	1.74
		29/01/18	21/05/18	112	590.46	500.04	697.23	106.77	18.08
		4/06/18	11/06/18	7	508.07	530.43	485.72	-22.36	-4.40
		29/10/18	5/11/18	7	434.54	441.14	427.95	-6.59	-1.52
		19/11/18	14/01/19	56	426.86	368.56	494.39	67.53	15.82
		5/02/24	4/03/24	28	381.50	377.14	385.90	4.41	1.15	63.66
Spark New Zealand		18/09/06	16/10/06	28	344.80	337.38	352.39	7.59	2.20
		23/10/06	6/11/06	14	347.61	374.71	320.51	-27.10	-7.80
		13/11/06	20/11/06	7	356.41	350.00	362.94	6.52	1.83
		22/09/08	27/04/09	217	208.59	146.30	297.41	88.82	42.58
		25/01/10	1/11/10	280	152.52	126.26	184.24	31.72	20.80
		2/09/13	9/12/13	98	172.83	199.81	145.85	-26.98	-15.61	39.48
Skycity Entertainm.		2/03/20	7/09/20	189	214.02	202.89	225.76	11.74	5.49	5.49
Freightways		29/07/13	26/08/13	28	323.49	320.08	326.94	3.45	1.07	1.07
Mainfreight		14/01/08	3/03/08	49	506.78	538.45	475.11	-31.67	-6.25	-6.25
Contact Energy		3/08/09	10/08/09	7	355.22	381.40	329.05	-26.18	-7.37
		19/03/12	26/03/12	7	321.20	303.17	340.30	19.10	5.95
		22/06/15	29/06/15	7	439.35	411.58	469.00	29.65	6.75
		13/07/15	27/07/15	14	405.72	410.57	400.88	-4.85	-1.19
		3/08/15	7/12/15	126	408.76	385.27	433.68	24.92	6.10
		11/01/16	1/02/16	21	360.73	364.93	356.54	-4.19	-1.16
		10/10/16	3/04/17	175	351.29	401.40	301.17	-50.12	-14.27	-6.94
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Fisher & Paykel HC		11/06/07	22/10/07	133	322.57	285.69	364.21	41.64	12.91
		29/10/07	7/01/08	70	286.92	292.10	281.75	-5.17	-1.80
		3/03/08	24/03/08	21	223.66	226.25	221.07	-2.59	-1.16
		8/08/11	5/09/11	28	151.97	143.89	160.51	8.53	5.61
		19/09/11	30/01/12	133	142.62	137.86	147.54	4.92	3.45
		27/02/12	5/03/12	7	145.26	152.66	137.86	-7.40	-5.10
		25/06/12	2/07/12	7	123.34	126.61	120.06	-3.27	-2.66
		23/07/12	30/07/12	7	122.38	122.52	122.23	-0.15	-0.12
		8/08/22	5/12/22	119	1,777.39	2,085.75	1,469.04	-308.36	-17.35	-8.69
Chorus		17/06/13	1/07/13	14	196.95	185.67	208.92	11.97	6.08
		8/07/13	15/07/13	7	206.71	207.86	205.56	-1.15	-0.56
		9/12/13	3/03/14	84	111.48	129.77	93.19	-18.29	-16.40
		17/03/14	24/03/14	7	146.42	147.69	145.14	-1.27	-0.87
		7/04/14	14/04/14	7	158.71	155.63	161.86	3.15	1.98	-10.85
Ryman Healthcare		24/03/08	7/07/08	105	118.25	132.79	103.71	-14.54	-12.30
		5/12/22	12/12/22	7	574.96	546.43	604.98	30.02	5.22
		19/12/22	26/12/22	7	506.37	461.48	555.64	49.27	9.73
		2/01/23	3/04/23	91	442.04	446.95	437.13	-4.91	-1.11
		24/04/23	8/05/23	14	443.14	452.20	434.07	-9.07	-2.05
		15/05/23	26/06/23	42	457.20	578.56	335.85	-121.36	-26.54
		18/03/24	25/03/24	7	416.17	400.20	432.78	16.61	3.99
		29/04/24	12/08/24	105	397.60	456.99	338.20	-59.40	-14.94	-36.27
Goodman Property		27/04/09	27/07/09	91	43.94	60.94	26.95	-16.99	-38.67	-38.67
a2 Milk		2/01/06	27/03/06	84	8.05	4.29	15.09	7.05	87.62
		7/01/08	14/01/08	7	8.32	19.59	0.00	-8.32	-100.00
		7/07/08	8/09/08	63	8.10	7.93	8.27	0.17	2.13
		19/04/21	26/04/21	7	691.69	618.05	774.11	82.42	11.92
		3/05/21	14/06/21	42	607.40	494.08	746.72	139.32	22.94
		21/06/21	9/08/21	49	500.78	475.25	527.69	26.90	5.37
		23/08/21	30/08/21	7	516.21	470.07	566.89	50.68	9.82
		6/09/21	20/09/21	14	464.71	426.02	506.93	42.21	9.08
		27/09/21	4/10/21	7	472.13	517.15	427.11	-45.02	-9.54
		11/10/21	8/08/22	301	492.50	462.12	524.87	32.37	6.57
		10/07/23	5/02/24	210	471.09	479.57	462.60	-8.48	-1.80	-100.00

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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