Special report-05-mar-2019-epic-research

Page 1

Special Report

05–MAR-2019

Global markets at a glance

World Indices

Wall Street’s major indexes fell on Monday, weighed down by a weak US construction spending report and declines in healthcare shares, as an initial rally on optimism over a USChina trade deal faded.The Dow Jones Industrial Average fell 206.67 points, or 0.79 percent, to 25,819.65, the S&P 500 lost 10.88 points, or 0.39 percent, to 2,792.81 and the Nasdaq Composite dropped 17.79 points, or 0.23 percent, to 7,577.57.

Index

Value

% Change

DJI

25791

-0.09

S&P500

2792

-0.39

NASDAQ

7577

-0.23

FTSE100

7134

+0.39

21693 28915

-0.59 -0.15

Asian shares stepped back on Tuesday after China cut its economic growth target and pledged measures to support the economy amid growing challenges from rising debt and a dispute over trade and technology with the United States.Australian shares dropped 0.6 percent while South Korea’s Kospi lost 0.5 percent. MSCI’s broadest index of Asia-Pacific shares outside Japan dipped 0.2 percent and Japan’s Nikkei dropped 0.3 percent. China cut its growth target for this year to 6.0 to 6.5 percent, in line with expectations, from around 6.5 percent last year.Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 22.5 points or 0.21 percent. Nifty futures were trading around 10,825-level on the Singaporean Exchange

Top Gainers

NIKKEI HANG SENG Company

CMP

Change

% Chg

486.35

19.65

4.21

HPCL

232.7

9.35

4.19

Yes Bank

237.6

6.45

2.79

IndusInd Bank

1,514.10

40.25

2.73

Indiabulls Hsg

671.9

16.65

2.54

CMP

Change

% Chg

307.65 2,863.50 702.4 1,392.35 869.75

-10.4 -37.1 -7.15 -12.85 -7.85

-3.27 -1.28 -1.01 -0.91 -0.89

Zee Entertain

Top Losers Company Bharti Airtel Bajaj Auto Axis Bank

PREVIOUS DAY ROUNDOFF Indian equity markets are trading with a positive bias with all the major indices trading in green. The Nifty is up 51 points at 10,843, while Bank Nifty is up 240 points at 27,030.Nifty and Bank Nifty futures have added fresh long positions in the first half of today’s trade. Across the board buying was seen in major midcap heavyweights with the Nifty Mid-cap index outperforming the benchmark index by ~0.8%. PSU Banking stocks also put up a strong show with Canara Bank, Indian Bank, & Allahabad Bank adding fresh open interest with a sharp surge in the underlying price, indicating a buildup of long positions. CG Power was the top Nifty500 gainer, up 13%. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+43.85pts], Consumption[+19.55pts],PSE[+52.4pts],CPSE [+31.25pts],Energy[+39.25pts],FMCG[+202.05pts],Auto [+58.5pts],Pharma[+87.8pts],IT[+116.30pts],Metal [+51.10pts],Realty[+0.10ts], Fin Serv sector[+80.75pts].

Asian Paints UPL

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AAVAS

1,085.00

65.85

6.56

472.5

22.5

5

2,049.00

-50.4

-2.48

136.75

3.75

2.86

1.7

0.05

3.03

Prev. Close

Change

%Chg

450

22.5

5

73

3.4

4.63

443.95 37.65 199

17.7 -1.3 -0.05

3.52 -3.06 -0.02

ANUP ASTRAZEN BALRAMCHIN BILENERGY

Stocks at 52 Week’s LOW Symbol

ANUP ARROWGREEN ASTEC BANARBEADS BIL

Indian Indices Company

CMP

Change

% Chg

NIFTY

10863

+71

+0.66

SENSEX

36063

+196

+0.55

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Special Report

05–MAR-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Vedanta [FUTURE ]

REPCOHOME

Vedanta — In vendanta we have seen that hammer formation on weekly chart . In last two weeks strong buying force seen in metal & energy stock. On technical point of view stock is near to its resistence level , it may posssible resistence will be breakout in upcoming week . Our recommendation is to Buy stock future 175-178 Target 185190 Sl 165

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 355 target 360/365 Sl 345 .

2. KSCL [FUTURE]

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.

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

05–MAR-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,200 111.05

2,83,014

2,85,620

BANKNIFTY

CE

27,300

70

2,03,167

BANKNIFTY

CE

27,000

223

1,82,881

TATAMOTORS CE

190

4.3

4,579

YESBANK

CE

240

13.3

4,526

MARUTI

CE

7,200

97.9

4,263

YESBANK

CE

250

9.15

4,252

TATAMOTORS CE

200

2.15

4,223

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 3,39,360 company from The Calcutta Stock Exchange Limited 2,88,060 w.e.f. February 21, 2019 20,06,000 NIFTY FUTURE NIFTY -On daily weekly chart we have 47,12,750 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 1,17,375 Raising wedge pattern in technical term bearish reversal 29,82,000 pattern .Nifty breach the important level of 11000 in this week ,but closing below 11000 .On technical point of 24,78,000 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

82

2,01,194

3,95,320

PE

27,000

142

1,89,472

4,39,460

BANKNIFTY

PE

26,500

42

1,63,672

4,11,660

RELIANCE

PE

1,200 19.65

3,468

5,71,000

TCS

PE

1,950

30.6

3,282

1,92,250

MARUTI

PE

6,500

54

3,146

35,625

RELIANCE

PE

1,220 27.05

3,074

4,05,500

TCS

PE

1,900 17.95

2,897

3,40,250

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

24994

1787.49

22454

1617.53

196731

15336.29

169.9632

INDEX OPTIONS

851634

53779.44

824605

51947.01

634868

47287.52

1832.4286

STOCK FUTURES

190925

10678.02

193878

10818.13

1398613

85241.99

-140.1101

STOCK OPTIONS

100313

5655.41

92497

5154.01

62372

3623.37

501.397 2363.6787

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10909

10886

10854

10831

10800

BANKNIFTY

27164

27104

27016

26956

26868

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Special Report

05–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

05–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

Global liquid fuels production was expected to exceed global consumption through 2020, the U.S. Energy Information Administration (EIA) said in its Short-Term Energy Outlook.EIA forecast that higher U.S. crude oil production growth and slightly lower global oil consumption will offset the short-term supply reductions. As a result, global petroleum liquids stocks increase and prices remain relatively flat.According to EIA's February Short-Term Energy Outlook (STEO), global liquid fuels inventories grew by an estimated 0.5 million barrels per day (b/d) in 2018, and will grow by 0.4 million b/d in 2019 and by 0.6 million b/d in 2020.EIA expected U.S. crude oil production to average 12.4 million b/d in 2019 and 13.2 million b/d in 2020, with most of the growth from the Permian region of the state of Texas and New Mexico. When it comes to oil prices, EIA forecast Brent spot prices will average 61 U.S. dollars per barrel in 2019 and 62 dollars per barrel in 2020, compared with an average of 71 dollars per barrel in 2018.EIA expected that West Texas Intermediate (WTI) crude oil prices will average 8 dollars per barrel lower than Brent prices in the first quarter of 2019 before the discount gradually falls to 4 dollars per barrel in the fourth quarter of 2019 and through 2020. India's natural rubber imports in January declined 4.8% from a year earlier to 39,997 tonnes, the state-run Rubber Board said, as local consumption fell due to weak demand from tyre makers.The country's production last month eased 1.4 percent from a year ago to 72,000 tonnes, while consumption dropped 2.4 percent to 97,000 tonnes, the board said.India's imports between April to January jumped more than 30 percent from a year ago to 489,085 tonnes, it said.

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Special Report

05–MAR-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.1675 Yen

63.81

Euro

81.0875 GBP

94.38

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 71.20 TGT 71.30/71.40 SL BELOW 71 SELL USDINR BELOW 71TGT 70.9/70.8 SL ABOVE 71.20

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 94.4 TGT 94.5/94.6 SL BELOW 94.2 SELL GBPINR BELOW 94 TGT 93.9/93.8 SL ABOVE 94.2

The Australian dollar and the Chinese yuan inched up on hopes Washington and Beijing were close to a trade deal after a bitter year-long tariff dispute.Fuelling such expectations was a report from the Wall Street Journal on Sunday that said the United States and China could reach a formal agreement at a summit around March 27 given progress in talks between the two countries. Aussie gained as much as 0.57 percent to $0.7118, before giving up some of its gains to $0.7085 AUD=D4 following soft business inventories and declines in job advertisements and dwelling approvals. data was seen as pointing to a weak reading in Australian GDP data due on Wednesday, prompted speculators to create new short positions," said Yukio Ishizuki, senior strategist at Daiwa Securities.But Ishizuki also said markets had gone too far in pricing in a downturn in the Australian economy."Interest rate futures are now pricing in a rate cut this year but the economy could turn out to be stronger than expected given recent strength in commodity prices. I'd bet the Aussie could easily rise to around $0.73-74," he said.The Reserve Bank of Australia will hold its policy meeting on Tuesday.The Chinese yuan ticked up 0.20 percent to 6.7030 to the dollar in offshore trade CNH= , edging near its 7-1/2-month high of 6.6737 hit last week.The yuan has been supported since late last month after Washington delayed its self-imposed March 1 deadline for raising tariffs on $200 billion worth of Chinese imports, citing progress in its trade talks with Beijing. 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.) .

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Special Report

05–MAR-2019

Date

Commodity/ Currency Pairs

01/03/19

NCDEX DHANIYA

APR

BUY

6340

01/03/19

NCDEX DHANIYA

APR

Sell

01/03/19

NCDEX GUARGUM5

MAR

01/03/19

NCDEX GUARGUM5

01/03/19

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

01/03/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

01/03/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

01/03/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

01/03/19

NIFTY

FUTURE

SELL

10800

10750/10700

10900

TARGET

01/03/19

TITAN

FUTURE

BUY

1040

1045/1050

1030

TARGET

01/03/19

KSCL

FUTURE

SELL

410

405/400

420

TARGET

01/03/19

REPOHOME

CASH

BUY

325

330/335

315

TARGET

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Special Report

05–MAR-2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS

PERI ACTUAL OD

TIME (ET) REPORT

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, MARCH 4 10 am

Construction spending* (new date)

Dec.

0.3%

0.8%

TUESDAY, MARCH 5 9:45 am

Markit services PMI (final)

Feb.

--

56.2

10 am

New home sales* (new date)

Dec.

576,000

657,000

10 am

ISM nonmanufacturing index

Feb.

57.4%

56.7%

2 pm

Federal budget* (new date)

Jan.

--

$49 bln

WEDNESDAY, MARCH 6 8:15 am

ADP employment

Feb.

--

213,000

8:30 am

Trade balance* (new date)

Dec.

-$57.8 bln

-$49.3bln

10 am

Factory orders*

Jan.

2 pm

Beige Book

DELAYED

THURSDAY, MARCH 7 9:45 am

Markit manufacturing index flash

Nov.

9:45 am

Markit services index flash

Nov.

3/2

--

Weekly jobless claims

8:30 am

Productivity* (full report)

Q4

1.7%

2.2% (Q3)

8:30 am

Unit labor costs* (full report)

Q4

1.6%

0.9% (Q3)

8:30 am

Trade balance*

Jan.

3 pm

Consumer credit

Jan.

--

$17 bln

--

224,000

55.7

8:30 am

54.8

225,000

DELAYED

FRIDAY, MARCH 8 8:30 am

Nonfarm payrolls

Feb.

180,000

304,000

8:30 am

Unemployment rate

Feb.

3.9%

4.0%

8:30 am

Average hourly earnings

Feb.

0.3%

0.1%

8:30 am

Housing starts* (new date)

Jan.

1.222mln

1.078mln

10 am

Wholesale inventories*

Jan.

DELAYED

*DELAYED BY GOVERNMENT SHUTDOWN _____________________________________________________________________________________________________________________


Special Report

05–MAR-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.

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: 2019-03-05 09:17+05:30

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