Special report-04-apr-2019-epic-research

Page 1

Special Report

04–APR -2019

Global markets at a glance Asian shares hovered near seven-month highs early on US stocks edged higher on Wednesday, extending a strong start to the quarter as a rally among chipmaker shares provided a boost to the broader market on growing hopes of a trade deal between Washington and Beijing.Shares of chipmakers, which rely heavily on China for revenue, especially benefited. The Philadelphia Semiconductor index jumped as much as 3 percent to a record high. The index ended 2.3 percent higher.

World Indices Index

Value

% Change

DJI

26218

+0.15

S&P500

2873

+0.21

NASDAQ

7895

+0.60

FTSE100

7418

+0.37

21768 29790

+0.26 -0.65

NIKKEI HANG SENG

Top Gainers Company

The Dow Jones Industrial Average rose 39 points, or 0.15 percent, to 26,218.13, the S&P 500 gained 6.16 points, or 0.21 percent, to 2,873.4 and the Nasdaq Composite added 46.86 points, or 0.6 percent, to 7,895.55. Asian shares paused near an eight-month peak on Thursday as investors awaited developments on trade talks between the United States and China, who appear closer to signing a deal, nudging bond yields higher globally and softening the safe-haven yen.MSCI’s broadest index of Asia-Pacific shares outside Japan took a breather after five straight days of gains took it to its highest since late August. Japan’s Nikkei was also flat to stay near a recent one-month top. PREVIOUS DAY ROUNDOFF Indian equity markets ended its 4-day winning streak. An upward momentum got disrupted in the closing hour of trade as profit booking weighed in.Nifty & Bank Nifty index closed ~0.4%/0.8% lower as across the board selling pressure was seen in major heavyweights. Zee Limited was the top index loser, shedding ~3% as open interest soared higher, hinting a formation of heavy short positions.Nifty PSU Bank index underperformed the benchmark index, closing ~2.5% lower as across the board long unwinding was witnessed in SBI, PNB, Canara Bank, etc. Nifty midcap index underperformed the benchmark index as market breadth ended in the favour 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].

CMP

Change

% Chg

Indiabulls Hsg

869.85

30.4

3.62

Maruti Suzuki

7,072.90

183.2

2.66

Bajaj Finserv

7,401.55

121.95

1.68

HCL Tech

1,120.60

18

1.63

JSW Steel

289.9

2.8

0.98

CMP

Change

% Chg

363.2 404.55 153.45 352.45 320.5

-17.3 -13.15 -4.7 -10.15 -8.5

-4.55 -3.15 -2.97 -2.8 -2.58

Top Losers Company

BPCL Zee Entertain IOC GAIL SBI

Stocks at 52 Week’s HIGH 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

CMP

Change

% Chg

NIFTY

11644

-69.2

-0.59

SENSEX

38877

-179.53

-0.46

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Special Report

04–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 465 target 470/490 Sl 460 .

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 475 Target 470/480 Sl 450

MACRO NEWS 

Oil prices dipped on Thursday, with Brent edging away from the psychologically important USD 70 level after easing in the previous session on data showing a surprise build in US inventories.Brent futures eased 2 cents to $69.29 by 0100 GMT. On Wednesday, Brent dipped 6 cents, after touching USD 69.96, the highest since November 12, when it last traded above USD 70. US West Texas Intermediate crude was down 14 cents, or 0.2 percent, at USD 62.34 a barrel.

While it's almost a given that the Reserve Bank of India (RBI) will deliver a policy rate cut when the three-day Monetary Policy Committee meeting ends on April 4, hopes are high that the central bank will also do more to address liquidity concerns.A poll of about 70 economists conducted by Reuters showed that 85 percent of the participants expect the RBI to cut the repo rate by 25 basis points to 6percent on April 4 and then keep the rates on hold through to the middle of next year at least.

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Special Report

04–APR -2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

30,800

9.35

5,69,253

BANKNIFTY

CE

30,700 15.15

5,62,247

BANKNIFTY

CE

30,500

33.8

5,16,183

TATAMOTORS CE

210

6.55

9,474

TATAMOTORS CE

220

3.95

7,980

CE

1,400

32

6,107

TATAMOTORS CE

240

1.35

5,621

7,000

255

5,401

RELIANCE MARUTI

CE

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

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

5,60,680 Cipla's wholly owned subsidiary in USA i.e. Cipla Technologies LLC, has signed a binding term sheet today 6,27,160 with Pulmatrix Inc 8,05,520 NIFTY FUTURE NIFTY -On weekly chart Nifty close with 43,76,000 green candle,during this week nifty was traded in a 33,62,000 brode range of 235 points. On Nifty we may expect new all time high will see before starting first phase of 16,37,000 election April 17,2019 . In last week FII infuse more than 26,24,000 6000 cr & selling by DII in cash Rs 435 cr, which was less as we compare to last week data . After analysis of data 81,075 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

60

6,24,212

6,82,960

BANKNIFTY

PE

30,200 122.1

5,93,768

2,46,000

BANKNIFTY

PE

30,300 168.5

5,40,113

2,55,020

8.05

4,608

18,00,000

TATAMOTORS PE

200

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

MARUTI

PE

6,800 67.35

3,829

1,10,475

RELIANCE

PE

1,380

37.4

3,660

2,65,500

SBIN

PE

320

8.7

3,611

35,91,000

TATAMOTORS PE

190

4.2

3,531

20,64,000

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

37418

2828.97

33919

2736.93

219249

17713.69

92.0446

INDEX OPTIONS

2841186

191022.58

2830434

190145.90

804337

63656.14

876.6731

STOCK FUTURES

221155

13789.21

200690

12432.92

1410192

91442.59

1356.2867

STOCK OPTIONS

99245

6153.10

99162

6122.43

87714

5624.24

30.6679 2355.6723

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11809

11726

11678

11595

11546

BANKNIFTY

30810

30451

30244

29885

29677

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Special Report

04–APR -2019

RECOMMENDATIONS GOLD TRADING STRATEGY: GOLD BUY ABOVE 31800 Target 31850/31900 Sl 31700 GOLD SELL BELOW 31750 Target 31700/31650 Sl 31850

COMMODITY ROUNDUP Gold prices edged lower on Wednesday as safe-haven demand for the metal was hurt by a risk-conducive environment with equities rallying to seven-month highs, while a weaker dollar limited bullion's losses. Spot gold XAU= edged 0.2 percent lower to $1,290.81 per ounce as of 0742 GMT, having touched its lowest level since March 7 at $1,284.76 in the previous session. U.S. gold futures GCcv1 were flat at $1,295.50 an ounce."There won't be much movement in gold prices as stocks have gone up to their highs in Asia and investors are not seeing gold as a good safe-haven," said Brian Lan, managing director at dealer GoldSilver Central in Singapore.Asian shares climbed to seven-month highs as investors lapped up signs of progress in U.S.-China trade talks and brisk economic data. MKTS/GLOB Markets drew hope from White House economic adviser Larry Kudlow, who on Tuesday said the two countries "expect to make more headway" in trade talks this week. Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin are due to resume talks with Chinese vice premier Liu He later on Wednesday.

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

The prospects of a trade resolution between the two countries weighed on the dollar .DXY , thereby limiting gold's losses.The dollar, which secured preference over gold as a safe-haven against the trade-war, shed about 0.2 percent against its rivals. USD/"The yellow metal continues to trade within the $1,280 to $1,300 range and still looks likely to test downside support through $1,280-$1,285 as global equities firm," MKS said in a note.Investors now await cues on the strength of the U.S. economy from the non-farm payrolls data due on Friday. Oil prices rose for a fourth day on Wednesday, pushing Brent towards a nearly five-month high of $70 a barrel as support from OPEC-led supply cuts and U.S. sanctions overshadowed a report showing an unexpected rise in U.S. inventories.Brent futures LCOc1 gained 38 cents, or 0.55 percent, to $69.75 by 0900 GMT. They earlier reached $69.96 - the highest since Nov. 12, when they last traded above $70.U.S. West Texas Intermediate crude CLc1 rose 20 cents or 0.32 percent to $62.78, having hit $62.99, the highest since Nov. 7."

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Special Report

04–APR -2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 9138 TGT 9153/9178/9198 SL BELOW 9078 SELL GUARGUM APR BELOW 8905 TGT 8890/8865/8845 SL ABOVE 8965

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 7144 TGT 7159/7184/7200 SL BELOW 7084 SELL DHANIYA APRIL BELOW 6865 TGT 6850/6825/6805 SL ABOVE 6925

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

India's growth is set to pick up and is expected to grow at 7.2 per cent in the current fiscal on strengthening consumption, Asian Development Bank said in its flagship report."Growth slowed from 7.2 per cent in fiscal 2017 to 7 per cent in 2018, with weaker agricultural output and consumption growth curtailed by higher global oil prices and lower government expenditure," according to the Asian Development Outlook (ADO) 2019.It is expected to rebound to 7.2 per cent in 2019 and 7.3 per cent in 2020 as policy rates are cut and farmers receive income support, bolstering domestic demand, the report stated adding that sub-region wise, southeast Asia will sustain growth at close to 5 per cent this year and the next. Strengthening domestic demand will offset weaker export growth. Strong consumption, spurred by rising incomes, subdued inflation, and robust remittances, should boost economic activity in the subregion, it said. Export demand, on the other hand, is likely to soften in 2019 in line with the weaker global environment and a muted forecast for semiconductor exports, before picking up slightly in 2020. Growth in global trade volumes is likely to slow down to 2.6% in 2019 compared to 3% in 2018, due to rising trade tensions between major economic powers and increased economic uncertainty, according to WTO estimates. Trade growth could then rebound to 3% in 2020, but only if there is an easing of trade tensions, said a WTO report. World GDP growth is expected to decline from 2.9% in 2018 to 2.6% in both 2019 and 2020, the report added.“Trade growth in 2018 was weighed down by several factors, including new tariffs and retaliatory measures affecting widely traded goods, weaker global economic growth, volatility in financial markets and tighter monetary conditions in developed countries, among others,” the report stated.

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Special Report

04–APR -2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

68.86 Yen

61.9250

77.6950 GBP

90.79

Euro

Rate

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 68.8 TGT 68.9/69 SL BELOW 68.7 SELL USDINR BELOW 69.10 TGT 69/68.9 SL ABOVE 69.2

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 90.7/90.8 SL BELOW 90.5 SELL GBPINR BELOW 90.9 TGT 90.8/90.7 SL ABOVE 91

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

04–APR -2019

Date

Commodity/ Currency Pairs

03/04/19

NCDEX DHANIYA

APR

BUY

6900

03/04/19

NCDEX DHANIYA

APR

Sell

03/04/19

NCDEX GUARGUM5

APR

03/04/19

NCDEX GUARGUM5

03/04/19

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

JUN

BUY

31800

31850/31900

31700

NOT EXECUTED

03/04/19

MCX GOLD

JUN

SELL

31750

31700/31650

31850

TARGET

03/04/19

MCX SILVER

JUL

BUY

37700

37800/37900

37575

TARGET

03/04/19

MCX SILVER

JUL

SELL

37900

37800/37750

38150

TARGET

Entry Level

Target

Stop Loss

Remark

Target

TARGET

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

03/04/19

NIFTY

FUTURE

BUY

11700-11750

11800/11900

10900

TARGET

03/04/19

JINDAL STEEL

FUTURE

BUY

185-187

190-195

182

TARGET

03/04/19

KSCL

FUTURE

BUY

460

470/480

450

NOT EXECUTED

03/04/19

REPOHOME

CASH

BUY

460

465/470

450

TARGET

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Special Report

04–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

04–APR -2019

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Sachin Yadav

Digitally signed by Sachin Yadav DN: cn=Sachin Yadav c=IN o=Personal Reason: I am the author of this document Location: Date: 2019-04-04 09:21+05:30

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