Special report-03-apr-2019-epic-research

Page 1

Special Report

03–APR -2019

Global markets at a glance

World Indices

The benchmark S&P 500 stock index paused on Tuesday, taking a breather from Monday’s strong quarterly kickoff as a decline in shares of Walgreens Boots Alliance Inc weighed and economic data did little to ease growth concerns.The Dow Jones Industrial Average fell 79.29 points, or 0.30%, to 26,179.13, the S&P 500 gained 0.05 points to 2,867.24, and the Nasdaq Composite added 19.78 points, or 0.25%, to 7,848.69.

Index

Value

% Change

DJI

26179

-0.30

2867

+0.00

NASDAQ

7848.49

+0.25

FTSE100

7391

+1.01

21669 29820

+0.76 +0.66

Asian shares hovered near seven-month highs early on Wednesday as global investors paused for breath after the strong rally seen earlier this week, while oil approached the key USD 70 per barrel mark.MSCI’s broadest index of AsiaPacific shares outside Japan was up less than 0.1 percent early in the Asian trading day. Australian shares were up 0.6 percent, while Japan’s Nikkei stock index added 0.2 percent.A positive opening is likely as Nifty Futures on Singaporean Exchange were trading over 8.5 points higher. The futures traded around 11,795-odd levels.

Top Gainers

Oil prices rose for a fourth day on Wednesday, holding firm despite an industry report showing that US inventories rose unexpectedly last week, with supply cuts and sanctions supporting the market.Brent futures rose 22 cents, or 0.3 percent, to $69.59 a barrel by 0028 GMT. PREVIOUS DAY ROUNDOFF Indian equity markets continued its upward momentum with the Nifty index closing ~0.4% higher on Tuesday. The Nifty PSU Bank index was among the top outperformers, closing ~1% higher led by SBI, which has added long positions since the start of the April series.Tata Motors and Bharti Airtel were the top open interest gainers adding long positions with a surge of ~8.5% and 5%, respectively in the stock price. Conversely, the Nifty Midcap index underperformed the benchmark index as market breadth ended in favor of the declines. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-21.10pts], Consumption[-3.75pts],PSE[+9.30pts],CPSE [+7 .1 0 pts],Ene rgy [ -8 . 6 0 pts],FM CG[ -1 2 0 pts] ,Auto [+89.95pts],Pharma[-78.45pts],IT[+147.75pts],Metal[13.20pts],Realty[+6.20pts], Fin Serv sector[+38.95pts].

S&P500

NIKKEI HANG SENG Company

CMP

Change

% Chg

Tata Motors

202.95

15.6

8.33

Bharti Airtel

356.45

15.65

4.59

20,583.50

535.1

2.67

2,079.30

47.65

2.35

GAIL Top Losers

362.6

7.9

2.23

Company

CMP

Change

% Chg

273.95 HPCL 417.7 Zee Entertain 380.5 BPCL 2,853.10 Bajaj Auto 469.7 Sun Pharma Stocks at 52 Week’s HIGH

-9.85

-3.47

-14

-3.24

-11.4

-2.91

-62.55

-2.15

-9.15

-1.91

Eicher Motors TCS

Symbol

Prev. Close

Change

%Chg

ASIANPAINT

1,523.45

30

2.01

BAJAJFINSV

7,311.00

139.2

1.94

BAJFINANCE

3,077.00

71.55

2.38

41.85

1.95

4.89

3.6

0.15

4.35

Prev. Close

Change

%Chg

CHROMATIC

0.85

0

0

CYBERMEDIA

4.6

0.15

3.16

570 1.15 94.25

-69.2 -0.05 0

-10.65 -4.17 0

BALAXI BILENERGY

Stocks at 52 Week’s LOW Symbol

CYIENT DNAMEDIA GENESYS

Indian Indices Company

NIFTY SENSEX

CMP

Change

% Chg

11713

+44

+0.38

39056.65

+184.78

+0.48

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Special Report

03–APR -2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Jindal Steel [FUTURE ]

REPCOHOME

Jindal Steel — Stock is trading in channel line & strong buying seen in last week in this stock . In last week buying in metal sector & stock specific like Vedanta , Jindal , Tata Steel. Our recommendation is to Buy in the range 185-187 Target 190-195 Sl below 182 .

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 460 target 465/470 Sl 450 .

2. KSCL [FUTURE] KSCL— In KSCL we have seen Buying in this week , we may expect that it will be continue in upcoming week also. On Technical point of view seen trend line breakout & also stock bounce back RSI & MACD also indicate upmove in this stock with strong volume.Our recommendation is Buy stock future in the range of 460 Target 470/480 Sl 450

MACRO NEWS 

US President Donald Trump said on Monday he intends to end India’s preferential trade treatment under a program that allows $5.6 billion worth of Indian exports to enter the United States duty free. Trump, who has vowed to reduce US trade deficits, has repeatedly called out India for its high tariffs.“I am taking this step because, after intensive engagement between the United States and the Government of India, I have determined that India has not assured the United States that it will provide equitable and reasonable access to the markets of India,” Trump said in a letter to congressional leaders

China set a 2019 budget deficit target that’s higher than last year’s ratio and said its fiscal policy would be more “proactive and effective”. The Ministry of Finance said on Tuesday that it is targeting a budget deficit of 2.8 percent of gross domestic product (GDP) for this year, compared with 2018’s 2.6 percent target.Policymakers have pledged to step up support for the cooling economy this year, following a raft of measures in 2018 including fast-tracked infrastructure projects and cuts in banks’ reserve requirements and taxes.

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Special Report

03–APR -2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

30,500

213

4,34,554

BANKNIFTY

CE

30,700 130.2

4,20,137

BANKNIFTY

CE

30,600 162.95

3,66,687

TATAMOTORS CE

200

12

15,932

TATAMOTORS CE

210

7.45

11,954

TATAMOTORS CE

220

4.35

9,573

SBIN

CE

340

7.15

6,521

RELIANCE

CE

1,400

40

6,015

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

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

Karnataka Bank: Bank targets Rs 1,44,000 crore business turnover for FY20.

4,23,120 Cipla's wholly owned subsidiary in USA i.e. Cipla Technologies LLC, has signed a binding term sheet today 3,73,400 with Pulmatrix Inc 3,90,780 NIFTY FUTURE NIFTY -On weekly chart Nifty close with 40,96,000 green candle,during this week nifty was traded in a 29,72,000 brode range of 235 points. On Nifty we may expect new all time high will see before starting first phase of 24,52,000 election April 17,2019 . In last week FII infuse more than 1,65,12,000 6000 cr & selling by DII in cash Rs 435 cr, which was less as we compare to last week data . After analysis of data 13,96,500 suggest that 11500-11600 work as support & OI addtion seen in 11700-11800 works as resistance . Our 2,83,500 recommendation is to Buy Nifty 50 in the range 11700Open 11750 Target 11800/11900 SL below 11600. Interest

BANKNIFTY

PE

30,000

42

6,53,375

6,83,920

BANKNIFTY

PE

30,200

76.6

3,34,214

3,25,920

BANKNIFTY

PE

30,100

54.9

3,22,110

3,25,740

TATAMOTORS PE

180

2.2

5,421

25,88,000

TATAMOTORS PE

190

4.05

5,275

20,02,000

TCS

PE

2,000 24.85

4,555

7,69,250

RELIANCE

PE

1,380 32.65

4,164

2,86,000

RELIANCE

PE

1,360 24.55

3,767

6,49,500

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

Amount in Crores

NET AMOUNT

INDEX FUTURES

32355

2533.07

40841

3199.87

215281

17173.14

-666.7974

INDEX OPTIONS

1278167

87372.33

1270874

86734.58

755268

60475.66

637.7477

STOCK FUTURES

220022

13566.68

211998

13178.58

1379319

89408.43

388.1047

STOCK OPTIONS

104038

6347.42

100258

6193.38

60146

3983.20

154.0382 513.0932

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11772

11743

11699

11669

11625

BANKNIFTY

30618

30486

30320

30189

30023

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Special Report

03–APR -2019

RECOMMENDATIONS GOLD TRADING STRATEGY:

COMMODITY ROUNDUP

GOLD BUY ABOVE 31800 Target 31850/31900 Sl 31700 GOLD SELL BELOW 31750 Target 31700/31650 Sl 31850

Gold prices steadied near their lowest in about four-weeks on Tuesday as robust economic data from the United States and China tempered concerns of a global slowdown, boosting the dollar and riskier assets. Spot gold XAU= was up 0.1 percent at $1,288.53 per ounce at 1007 GMT, having touched its lowest since March 7 at $1,284.76 earlier. U.S. gold futures GCv1 fell about 0.2 percent to $1,292.30 an ounce."Gold continues to struggle with the bullishness we are seeing across the other sectors ... Today, the primary driver is the continuous strength of the dollar," said Saxo Bank analyst Ole Hansen."(Global slowdown) concerns are most certainly easing. It's too early to say they are gone but they have eased, and with that, also the need to have protection."

SILVER TRADING STRATEGY: Silver Buy Above 37700 Target 37800/37900 Sl 37575 Silver Sell Below 37900 Target 37800/3750 Sl 38150

World stocks hovered just under a six-month high, supported by strong manufacturing data from the United States and China, while the dollar index .DXY rose to a three -week high against a basket of rival currencies, making bullion expensive for holders of other currencies. MKTS/ GLOB USD/Investors are also keeping a close watch on SinoU.S. trade negotiations, set to resume later this week in Washington with a Chinese delegation led by Vice Premier Liu He. Gold prices slipped on Tuesday to their lowest in more than three weeks as waning concerns about a global economic slowdown lifted equities to multi-month highs, denting the precious metal's safe-haven appeal. Spot gold XAU= was down 0.1 percent at $1,286.41 per ounce by 0732 GMT, after touching its lowest since March 7 at $1,284.76 earlier in the session. U.S. gold futuresGCv1 fell about 0.2 percent to $1,291.40 an ounce."Concerns we saw emerge in the past few weeks around economic growth has certainly eased and that shift (in sentiment) in the past day or two resulted in little bit of selling in gold market," ANZ analyst Daniel Hynes said."Most of the global growth is coming from China and the (Chinese) data over the weekend eased those concerns."Strong manufacturing data from the United States and China triggered a massive selloff in the U.S. bond market on Monday, which in turn lifted Asian equities to seven-month highs. US/ MKTS/GLOB

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Special Report

03–APR -2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 9110 TGT 9140/9180 SL BELOW 9080 SELL GUARGUM APR BELOW 9000 TGT 8960/8900 SL ABOVE 9040

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

Indonesia’s palm and palm kernel oil exports in February rose 16.7 percent from a year earlier to 2.77 million tonnes, the Indonesia Palm Oil Association (GAPKI) said in a statement.On a monthly basis, shipments dropped almost 11 percent in February, which the association said was due to fewer working days in the month.At the end of February, domestic stocks of palm oil stood at 2.5 million tonnes, down from January’s 3 million tonnes, it said.

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 6900 TGT 6950/7050 SL BELOW 6850 SELL DHANIYA APRIL BELOW 6850 TGT 6800/6700 SL ABOVE 6900

The government has permitted moong dal imports of up to 1.5 lakh tonne in a fiscal year.This quota restriction will not apply to the government's import commitments under any bilateral or regional agreement or Memorandum of Understanding, PTI reported citing an official notification."Import of Moong shall be subject an annual (fiscal year) quota of 1.5 lakh million tonnes as per procedure to be notified by Directorate General of Foreign Trade," an official notification said.The notification came into effect from April 1, 2019. The Coffee Board of India has activated a blockchain-based marketplace app, in a bid to provide better returns to coffee growers by removing middlemen.The Indian Coffee Board hopes the initiative will help build the brand of Indian Coffee as a luxury, premium beverage, and eliminate the need for intermediaries in the supply chain vertical.With this, the Coffee Board of India has taken the third spot in launching a blockchain coffee trading app, after France and Ethiopia.The app, launched by commerce minister Suresh Prabhu last September, was activated on Thursday after months of testing with farmers and traders.Blockchain based market place app while bringing transparency in the trade of Indian coffee, maintain the traceability of Indian coffee from bean to cup so as the consumer tastes real Indian coffee and the grower is paid fairly for his coffee produced.

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Special Report

03–APR -2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

69.21 Yen

62.3675

77.8125 GBP

90.43

Euro

Rate

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 69.15 TGT 69.25/69.35 SL BELOW 69.05 SELL USDINR BELOW 69.3 TGT 69.2/69.10 SL ABOVE 69.42

While the trade optimism pushed the dollar lower against most Asian currencies, it helped erase the greenback's earlier losses against the safe-haven yen JPY= , which followed U.S. President Donald Trump's criticism about Federal Reserve monetary policy and a strong dollar. dollar traded at 111.96 yen JPY= , near a 10-week high of 112.08 on Friday. It had dipped to 111.75 yen after Trump's comments on the Fed. have a gentleman that likes a very strong dollar at the Fed...I want a strong dollar, but I want a dollar that's great for our country not a dollar that is so strong that it is prohibitive for us to be dealing with other nations," he told his supporters in a speech. The rupee on Tuesday recovered from the day's low to finally settle at 68.74 against the US dollar with gains of 40 paise amid sustained foreign fund inflows and heavy buying in domestic equities. Forex dealers said foreign fund inflows in the debt and equity markets helped the rupee recover.

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 90.6 TGT 90.72/90.82 SL BELOW 90.45 SELL GBPINR BELOW 90.35 TGT 90.25/90.15 SL ABOVE 90.45

At the Interbank Foreign Exchange (forex), the domestic currency opened lower at 69.32 a dollar but recovered the losses during the day and touched the day's high of 68.70. It finally settled at 68.74 per dollar, up 40 paise over its previous close.A panel of economists, including former Chief Economic Adviser Arvind Virmani, Tuesday called for at least 0.25 percentage point rate cut in the RBI's first monetary policy of the current fiscal to be unveiled later this week. Virmani said that it is for the RBI to understand that the real interest rate in India right now is very high."It is high time time to ease monetary policy," Virmani said during a panel discussion on RBI monetary policy organised by Assocham-EGROW Foundation. Ashima Goyal, Professor of Economics, Indira Gandhi Institute of Development Research and Member, Prime Minister's Economic Advisory Council, and Upasana Bhardwaj, Senior Economist, Vice President Kotak Mahindra Bank, also participated in the discussion.

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Special Report

03–APR -2019

Date

Commodity/ Currency Pairs

01/04/19

NCDEX DHANIYA

APR

BUY

6900

01/04/19

NCDEX DHANIYA

APR

Sell

01/04/19

NCDEX GUARGUM5

APR

01/04/19

NCDEX GUARGUM5

01/04/19

Contract Strategy

Entry Level

Stop Loss

Remark

6915/6940/69 60

6840

NOT EXECUTED

6800

6785/6760/67 40

6860

TARGET

BUY

8900

8915/8940/89 60

8840

TARGET

APR

SELL

8800

8785/8760/87 40

8860

MCX GOLD

MAR

BUY

33350

33400/33475

33250

NOT EXECUTED

01/04/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

01/04/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

01/04/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

10750/10700

10900

TARGET

Target

TARGET

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

01/04/19

NIFTY

FUTURE

BUY

01/04/19

JINDAL STEEL

FUTURE

BUY

180-182

187/190

177

TARGET

01/04/19

KSCL

FUTURE

BUY

460

470/480

450

NOT EXECUTED

29/03/19

REPOHOME

CASH

BUY

460

465/470

450

TARGET

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Special Report

03–APR -2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS

TIME (ET)

REPORT

PERIOD

ACTU FORECAS PREVIOUS AL T

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, APRIL 1 8:30 am

Retail sales* (new date)

Feb.

0.3%

0.2%

8:30 am

Retail sales ex-autos* (new date)

Feb.

0.4%

0.9%

9:45 am

Markit manufacturing PMI (final)

March

--

52.5

10 am

ISM manufacturing index

March

54.6%

54.2%

10 am

Construction spending

Feb.

-0.1%

1.3%

10 am

Business inventories* (new date)

Jan.

--

0.6%

TUESDAY, APRIL 2 8:30 am

Durable goods orders* (new date)

Feb.

-2.0%

0.3%

8:30 am

Core capex orders* (new date)

Feb.

--

0.8%

Varies

Motor vehicle sales

March

16.8mln

16.6mln

WEDNESDAY, APRIL 3 9:45 am Markit manufacturing index flashreport 8:15 am ADP employment

Nov.

9:45 am

Nov.

Markit services index flash

-March --

55.7 --

183,000

54.8

9:45 am

Markit services PMI (final)

March

--

54.8

10 am

ISM nonmanufacturing index

March

58.3%

59.7%

3/30

--

--

THURSDAY, APRIL 4 8:30 am

Weekly jobless claims

FRIDAY, APRIL 5 8:30 am

Nonfarm payrolls

March

173,000

20,000

8:30 am

Unemployment rate

March

3.8%

3.8%

8:30 am

Average hourly earnings

March

0.2%

0.4%

3 pm

Consumer credit

Feb.

--

$17 bln

*DELAYED BY GOVERNMENT SHUTDOWN

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Special Report

03–APR -2019

Disclaimer The information and views in this report, our website & all the service we provide are believed to be reliable, but we do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. This material is for personal information and based upon it & takes no responsibility. The information given herein should be treated as only factor, while making investment decision. The report does not provide individually tailor-made investment advice. Epic research recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. Epic research shall not be responsible for any transaction conducted based on the information given in this report, which is in violation of rules and regulations of NSE and BSE. The share price projections shown are not necessarily indicative of future price performance. The information herein, together with all estimates and forecasts, can change without notice. Analyst or any person related to epic research might be holding positions in the stocks recommended. It is understood that anyone who is browsing through the site has done so at his free will and does not read any views expressed as a recommendation for which either the site or its owners or anyone can be held responsible for . Any surfing and reading of the information is the acceptance of this disclaimer. All Rights Reserved. Investment in equity & bullion market has its own risks. We, however, do not vouch for the accuracy or the completeness thereof. We are not responsible for any loss incurred whatsoever for any financial profits or loss which may arise from the recommendations above epic research does not purport to be an invitation or an offer to buy or sell any financial instrument. Our Clients (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Report or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions can be taken.

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: 2019-04-03 09:26+05:30

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