Special report-01-mar-2019-epic-research

Page 1

Special Report

01–MAR-2019

Global markets at a glance

World Indices

Wall Street’s main indexes fell slightly on Thursday as support from better-than-feared US GDP data was countered by concerns about earnings and US-China trade relations.The Dow Jones Industrial Average fell 69.16 points, or 0.27 percent, to 25,916, the S&P 500 lost 7.89 points, or 0.28 percent, to 2,784.49 and the Nasdaq Composite dropped 21.98 points, or 0.29 percent, to 7,532.53.

Index

Value

% Change

DJI

25985

-0.09

S&P500

2792

-0.05

NASDAQ

7554

+0.07

FTSE100

7107

-0.61

21463 28773

-0.43 +0.05

Asian shares inched higher on Friday with broader gains capped by investor caution as concerns about China’s economy and global trade weighed onsentiment while stronger-than-expected US GDP data pushed the dollar up.MSCI’s broadest index of Asia-Pacific shares outside Japan was up less than 0.1 percent in early trade. Japan’s Nikkei 225 gained 0.8 percent, helped by the weaker yen, while Australian shares added 0.6. percent.Trends on SGX Nifty indicate a flat positive opening for the broader index in India, a rise of 4 points or 0.04 percent. Nifty futures were trading around 10,874-level on the Singaporean Exchange. Experts said VIX has to cool down below 16-15 zones to get the smooth ride in the market else restricted upside could continue to keep pressure on themarket.Stay tuned to Moneycontrol to find out what happens in currency and equity markets today. We have collated a list of important headlines from across news agencies.

Top Gainers

PREVIOUS DAY ROUNDOFF

Stocks at 52 Week’s HIGH

Indian equity markets ended the day on a flat note with Nifty ending the day 14 points lower at 10,792, while Bank Nifty settled 9 points lower at 26,789.Markets continue to trade range bound with Nifty Futures ending the Feb expiry marginally lower by 0.39% lower.The broader markets relatively outperformed on Thursday with Nifty Midcap 100 and Nifty Smallcap 100 Index ending the session 0.45% and 0 .7 7 % h i g he r , r e s p e c t i v e l y . Among the sectoral indices, Nifty Realty was the top performer, up 0.99%. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+19.35pts], Consumption[-7.95pts],PSE[+44.55pts],CPSE [+33.90pts],Energy[+129.45pts],FMCG[+90.9pts],Auto[64 .9 pts],Pharm a[+18 .65 pts],IT[ -170 .10 pts],Metal [+24.75pts],Realty[+2.25pts], Fin Serv sector[-6.70pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

Coal India

228.3

6.85

3.09

Vedanta

169.4

4.75

2.88

IOC

144.6

3.7

2.63

BPCL

337.55

6.85

2.07

GAIL

342

6.3

1.88

CMP

Change

% Chg

1,983.45 19,869.10 6,829.70 2,628.10 3,826.50

-74.65 -538.65 -138.8 -50.45 -62.6

-3.63 -2.64 -1.99 -1.88 -1.61

Top Losers Company

TCS Eicher Motors Maruti Suzuki Hero Motocorp UltraTechCement Symbol

Prev. Close

Change

%Chg

ASTRAZEN

2,039.90

84.55

4.33

BILENERGY

1.65

0.05

3.13

125.45

11.4

10.22

1,000.01

0.01

0

113.75

0.3

0.27

Prev. Close

Change

%Chg

21STCENMGM

17.3

0.3

1.7

ANTGRAPHIC

0.4

0.05

11.11

73 136.05 200

-0.65 -0.15 -2.5

-0.88 -0.1 -1.23

DALMIASUG LIQUIDETF PFC

Stocks at 52 Week’s LOW Symbol

ARROWGREEN ASIANHOTNR BIL

Indian Indices Company

CMP

Change

% Chg

NIFTY

10792

-14.2

-0.13

SENSEX

35867

-37.99

-0.11

_____________________________________________________________________________________________________________________


Special Report

01–MAR-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ]

REPCOHOME

TITAN -Titan is trading above its 100 DEMA .Our view is that stock may bounce back from lower level , recommendation is to Buy 1050 stock target will be 1055/1060 SL below 1040

Stock showing strength in last day & it is going to be continued beacuse after analysis of derivate date we have seen the increase in open interest along with the price of stock rise . Our recommendation is to buy the stock above 325 target 330/335 Sl 315 .

2. KSCL [FUTURE]

MACRO NEWS 

India's eight core industries -- coal, steel, natural gas, cement, crude oil, fertilisers, refinery products and electricity -- grew at 1.8 percent in January versus 2.6 percent month-on-month (MoM).The growth for April to January period was at 4.5 percent as opposed to 4.1 percent year-on-year (YoY). The steel output for January stood at 8.2 percent, as compared to 12.9 percent last month. Output of fertilisers in January stood at 10.5 percent as compared to -2.4 percent MoM, and the output of refinery products stood at 2.6 percent, as compared to -4.8 percent MoM.

A rise in productivity last year gives more room for wages to grow without the risk of higher inflation, Federal Reserve Chairman Jerome Powell said on Thursday, offering another reason why the US central bank can hold off on further rate increases. “Signs of upward pressure on inflation appear muted despite the strong labor market,” with unemployment at 4 percent and wage increases picking up of late, Powell said in remarks prepared for delivery at the Citizens Budget Commission in New York

KSCL— In KSCL we have seen sharp selling in this week , we may expect that it will be continue in upcoming week also. On Technical point of view seen trend line breakdown & also stock not able to sustain at upper level. RSI & MACD also indicate downtrend in this stock with strong volume.Our recommendation is sell stock future in the range of 410 Target 405/400 Sl 420

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Special Report

01–MAR-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

26,900

0.05 18,75,751

9,10,760

BANKNIFTY

CE

27,000

0.1 18,69,232

BANKNIFTY

CE

27,300

0.1 12,42,100

RELIANCE

CE

1,240

0.05

21,718

YESBANK

CE

235

0.05

19,518

YESBANK

CE

230

1.05

18,354

MARUTI

CE

7,000

0.15

10,638

YESBANK

CE

240

0.05

9,893

MARUTIACTIVE PUT CE OPTION 9,000 111.5 5,823 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

Vascon Engineers: Company received work order amounting to Rs 83.52 crore from Airport Authority of India.

GE T&D has voluntarily delisted the equity shares of the 11,09,600 company from The Calcutta Stock Exchange Limited 3,09,700 w.e.f. February 21, 2019 10,14,500 NIFTY FUTURE NIFTY -On daily weekly chart we have 26,88,000 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 23,34,500 Raising wedge pattern in technical term bearish reversal 75,375 pattern .Nifty breach the important level of 11000 in this week ,but closing below 11000 .On technical point of 47,51,250 view still our recommendation is to sell nifty future in the range of 10800 Target 10750/10700 SL 10900 Our 2,83,500 strategy is to sell on rise .

LTP

Traded Volume (Contracts)

Open Interest

26,800

1.8

22,45,079

4,56,600

PE

26,700

0.05

15,68,479

10,34,720

NIFTY

PE

10,800

1.9

13,10,634

19,68,450

TCS

PE

2,000 16.05

13,830

1,41,500

TCS

PE

1,980

0.05

11,018

5,49,000

RELIANCE

PE

1,220

0.05

10,265

6,40,500

TATASTEEL

PE

500

0.05

8,359

8,70,020

YESBANK

PE

230

0.05

6,876

15,97,750

FII DERIVATIVES STATISTICS BUY No. of Contracts

SELL Amount in Crores

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

INDEX FUTURES

94492

6985.51

81615

INDEX OPTIONS

3171625

196411.69

STOCK FUTURES

349188

21172.97

337867

STOCK OPTIONS

89952

5168.56

78714

Amount in Crores

NET AMOUNT

5770.86

200577

15567.23

1214.653

3140012 194402.63

589455

43712.17

2009.0569

20564.41

1370864

82873.30

608.5649

4529.71

25318

1420.66

638.8554 4471.1302

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10895

10843

10814

10762

10733

BANKNIFTY

26982

26886

26824

26728

26666

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Special Report

01–MAR-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: GOLD BUY ABOVE 33300 Target 33350 /33370 Sl 33250 GOLD SELL BELOW 33250 Target 33210 /33180 Sl 33320

SILVER TRADING STRATEGY: Silver Buy Above 40300 Target 40340 /40380 Sl 40260 Silver Sell Below 40200 Target 40150 /40100 Sl 40300

COMMODITY ROUNDUP Gold prices edged up on Monday as the dollar fell against the yuan after U.S. President Donald Trump said he would delay an increase in tariffs on Chinese goods, while palladium surged to a record high.A strong yuan makes bullion cheaper for world's leading consumer- China.The offshore yuan strengthened 0.2 percent to 6.689 yuan CNH= against the dollar, after hitting its highest level since midJuly. USD/Trump said on Sunday that he would delay an increase in tariffs on Chinese goods that had been scheduled for later this week, citing "substantial progress" in Sino-U.S. trade talks over the weekend, and that he and his Chinese counterpart would meet to seal a deal if progress continued. gold XAU= rose 0.2 percent to $1,330.26 per ounce at 0655 GMT. U.S. gold futures GCv1 were steady at $1,332.70.Trump's extension of tariff deadline has weakened the dollar, driving gold up, said Jeffrey Halley, senior market analyst, OANDA."Gold, as it moves into the European and New York trading session, might come under pressure from the stock market," Halley said, adding that there won't be any sustained downward pressure until there is more information on the trade deal. Indonesia's palm oil output likely eased in January from a month earlier, in line with the vegetable oil's production cycle, while exports were expected to have picked up slightly, according to a Reuters survey.Palm oil output in top producer Indonesia declined 7.7 percent to 3.60 million tonnes from 3.90 million tonnes a month earlier, according to the median results of a survey of two palm oil groups and a state palm research firm.Production of the tropical oil typically falls during the first quarter of the year.Exports were estimated at 3.04 million tonnes in January, compared with 2.90 million tonnes in December.India, Indonesia's top palm buyer, cut import taxes on crude and refined palm oil from January, easing pressure on shipments. However, Indonesian palm oil is still taxed at a higher rate compared to Malaysian oil.Indonesia on Saturday offered to open up its market for India's sugar in exchange for a lower palm oil tax. the domestic use of palm oil was estimated at 1.18 million tonnes in January, compared with 1.38 million tonnes a month earlier. By the end of January, palm oil stocks were estimated to have eased to 2.85 million tonnes from 3.43 million tonnes a month ago, according to the survey.

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Special Report

01–MAR-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM MARCH ABOVE 8400 TGT 8500/8600 SL BELOW 8270 SELL GUARGUM MARCH BELOW 8250 TGT 8150/8050 SL ABOVE 8370

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 6220 TGT 6260/6310 SL BELOW 6170 SELL DHANIYA APRIL BELOW 6130 TGT 6080/6030 SL ABOVE 6200

NCDEX INDICES Index

Value

% Change

4100 6268 1936 4146.5 15440

-0.46 -1.72 -1.14 0.33 0.03

Jeera

3840

-0.42

Mustardseed Soy Bean Turmeric

3637 6238 6148

-0.55 0.64 0.29

Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

The Centre has drafted a national Rubber policy proposing occupational security for marginal growers through insurance and price support, introduction of auctions for Rubber trading and provision of special allocation for new plantations and replanting of Rubber.The policy also suggests setting up an independent Rubber products export promotion council for tyres and general Rubber goods, exploring the possibility of treating Rubber as an agricultural product and focussing on research and skilling in the sector.The draft recognised the need to balance the interests of Rubber growers who suffer due to falling prices in the domestic market because of indiscriminate imports and that of the user industry which wants adequate supply of Rubber at reasonable prices but could not arrive at a definite solution.The policy will also explore the possibility of treating income from Rubber production as agricultural income, in consultation with the Ministry of Agriculture and Farmers’ Welfare. Even as there is lower sugar production due to deficient rainfall in sugar season (SS) 2018-19, surplus situation continued following high carry-over stock from the last season, ratings agency India Ratings said in its latest report. Sugar production is likely to decline to around 30 million tonne in SS 2018-19 from the record high of 32.3 million tonne in SS 2017-18 due to deficient rainfall, white grub and red rot infestations in the key cane producing states of Uttar Pradesh and Maharashtra, the agency said. Despite being lower than the last season, production in SS 2018-19 is likely to exceed sugar demand of around 26 million tonne, it added.Adjusting for this buffer stock, the stock-to -consumption ratio could exceed 30 percent compared to the normal carry forward requirement of 1618 percent, the report said.Meanwhile, Ind-Ra expects that the minimum support price (MSP) hike will push up the domestic wholesale prices to around Rs 33-34 per 2018.

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Special Report

01–MAR-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.9350 Yen

64.2450

Euro

81.1975 GBP

94.6575

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 71 TGT 71.10/71.20 SL BELOW 70.80 SELL USDINR BELOW 70.9 TGT 70.8/70.7 SL ABOVE 71.10

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 94.7 TGT 94.8/94.9 SL BELOW 94.5 SELL GBPINR BELOW 94.6 TGT 94.5/94.4 SL ABOVE 94.8

The British pound was on the front foot in early European hours on Tuesday, after both of the major parties moved closer to ensuring that a disruptive "no-deal" Brexit is avoided.The pound rose 0.4% to $1.3150 (GBP/USD) by 3:55AM ET (08:55 GMT), after climbing to a session peak of $1.3161, a level last seen on Jan. 31. It also hit a ninemonth high of 1.1590 against the euro earlier.U.K. Prime Minister Theresa May will propose formally ruling out a nodeal Brexit at a crunch cabinet meeting later in the day, opening the door to a delay of weeks or months to the scheduled March 29 exit date, The Sun newspaper reported.That news follows a move by the opposition Labour Party last night to back a second referendum on Brexit if no parliamentary majority can be found for a withdrawal agreement that would ensure a smooth transition to life outside the European Union.The news was a relief to investors who had feared Britain would crash out of the EU without a deal.Elsewhere, the U.S. dollar was lower against most other major currencies, as market participants looked ahead to testimony from Federal Reserve Chairman Jerome Powell to a U.S. Senate committee later in the session.It comes after the U.S. central bank adopted a more cautious stance on future interest rate hikes last month."The market will be looking for signs the Fed remains comfortable with the current state of policy," said Steven Dooley, currency strategist at Western Union Business Solutions. "The markets will also want to hear details about the eventual end of the Fed's balance sheet reduction program. "Sterling rallied against the dollar and the euro while stock futures dipped on Tuesday on media reports that Prime Minister Theresa May will propose formally ruling out a nodeal Brexit.As the United Kingdom's Brexit crisis goes down to the wire, May is making a last-ditch effort to get changes to the divorce package but lawmakers will try on Wednesday to grab control of Brexit in a series of parliamentary votes. the euro, the pound EURGBP=D3 rallied nearly half a percent to a one-month high at 86.31 pence. It GBP=D3 also gained 0.4 percent against the dollar at $1.3160.Futures for Britain's FTSE 100 .FTSE index FFIc1 fell to a two-week low as the pound rallied. The exporter-heavy index tends to suffer when sterling gains.

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Special Report

01–MAR-2019

Date

Commodity/ Currency Pairs

28/2/19

NCDEX DHANIYA

APR

BUY

6340

28/2/19

NCDEX DHANIYA

APR

Sell

28/2/19

NCDEX GUARGUM5

MAR

28/2/19

NCDEX GUARGUM5

28/2/19

Contract Strategy

Entry Level

Stop Loss

Remark

6355/6370/64 00

6280

NOT EXECUTED

6250

6235/6220/61 90

6310

TARGET

BUY

8200

8215/8240/82 60

8260

TARGET

MAR

SELL

8150

8135/8120/80 80

8210

TARGET

MCX GOLD

MAR

BUY

33350

33400/33475

33250

NOT EXECUTED

28/2/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

28/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

28/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

28/2/19

NIFTY

FUTURE

SELL

10800

10750/10700

10900

TARGET

28/2/19

TITAN

FUTURE

BUY

1040

1045/1050

1030

TARGET

28/2/19

KSCL

FUTURE

SELL

410

405/400

420

TARGET

28/2/19

REPOHOME

CASH

BUY

325

330/335

315

TARGET

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Special Report

01–MAR-2019

TIME (ET)

REPORT

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS PERIO ACTUAL

D

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, FEB. 25 8:30 am

Chicago Fed national activity index

Jan.

--

0.27

10 am

Wholesale inventories* (new date)

Dec.

--

0.3%

TUESDAY, FEB. 26 8:30 am

Housing starts* (new date)

Dec.

1.255mln

1.256mln

8:30 am

Building permits* (new date)

Dec.

--

1.322mln

9 am

Case-Shiller home price index

Dec.

--

5.2%

10 am

Consumer confidence index

Feb.

124.0

120.2

10 am

New home sales*

Jan.

-$74.0 bln

-$71.6bln

DELAYED

WEDNESDAY, FEB. 27 8:30 am

Advance trade in goods* (new date)

Dec.

8:30 am

Durable goods orders*

Jan.

10 am

Pending home sales index

Jan.

--

-2.2%

10 am

Factory orders* (new date)

Dec.

0.6%

-0.6%

DELAYED

THURSDAY, FEB. 28 8:30 am

Weekly jobless claims

2/23

223,000

216,000

8:30 am

GDP* (first & second estimates)

Q4

2.0%

3.4% (Q3)

9:45 am

Chicago PMI

Feb.

--

56.7

10 am

Housing vacancies* (new date)

Q4

9:45 am

Markit manufacturing index flash

Nov.

--

55.7

9:45 am

Markit services index flash

Nov.

--

54.8

10 am

Jerome Powell testimony

FRIDAY, MARCH 1 8:30 am

Personal income* (new date)

Dec.

0.4%

0.2%

8:30 am

Personal income

Jan.

0.3%

N/A

8:30 am

Consumer spending* (new date)

Dec.

-0.3%

0.4%

8:30 am

Consumer spending*

Jan.

8:30 am

Core inflation* (new date)

Dec.

0.2%

0.1%

8:30 am

Core inflation*

Jan.

9:45 am

Markit manufacturing PMI

Feb.

10 am

ISM manufacturing index

Feb.

10 am

Construction spending*

Jan.

10 am

Consumer sentiment index

10 am

Jerome Powell testimony

Varies

Motor vehicle sales

DELAYED DELAYED 53.7 55.3%

56.6%

Feb.

95.5

95.5

Feb.

16.8 mln

16.6 mln

DELAYED

*DELAYED BY GOVERNMENT SHUTDOWN

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Special Report

01–MAR-2019

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Sachi n Yadav

Digitally signed by Sachin Yadav DN: cn=Sachin Yadav c=IN o=Personal Reason: I am the author of this document Location: Date: 2019-03-01 09:28+05:30

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