NZX 50 Index - Forthcoming potential Changes.

Started by Basil, Mar 27, 2023, 09:30 AM

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bulltrap

Quote from: Scooter on Sep 30, 2025, 07:53 PMThanks for that bulltrap. 
Ive always struggled to pull the right website to show me this info.  Today I tried chatgtp as I wasn't sure.  I even asked if it was sure. It's why I dont trust it for info.  More as a confirmer of information I already know.  I didn't wait around today and sold out of resturant brands. It's only 15 cents.  So I can put it in other things.

Totally agree. As the saying goes, a bird in the hand is worth more than 1.03 in the bush. Especially if it's already seasoned and fried.

I'm also yet to find a good public source of NZX 50 index constituents. There's one at interest.co.nz that is actively maintained and looks correct on which companies are included, but not on their percentage weightings or rankings - e.g. BGP is at #27 but should be more like #49 when adjusted for free-float.

Forsyth Barr puts out a liquidity analysis piece each quarter (e.g. Sep 2025, Jun 2025) that includes the up-to-date constituents and their rankings. They subscribe to the official data from S&P, and also do their own modelling, so this should be dependable - but it isn't at a fixed URL, and not strictly public as you need a client web account.

Greekwatchdog

This ex For Bar

S&P DJI has confirmed no constituent changes will be made to the S&P/NZX 50 benchmark indices, whilst announcing one change in the S&P/NZX 20 index in the latest December 2025 quarterly index review. Changes are effective close of market Friday, 19 December 2025.

GNE enters the S&P/NZX 20 Index
Gentrack Group (GTK) will exit the S&P/NZX 20 index, having dropped below the automatic exclusion threshold for the six-month average free-float market cap. This has allowed Genesis Energy (GNE) to enter. We expect passive demand for GNE to be in the order of +2.5m shares (6x average daily volume [ADV]). Selling in GTK will be in the order of -0.5m shares (4x ADV).