Special report-07-feb-2019-epic-research

Page 1

Special Report

07-FEB-2019

Global markets at a glance US stocks edged lower on Wednesday as videogame makers gave disappointing revenue forecasts and investors awaited developments on US-China trade relations.The Dow Jones Industrial Average fell 21.22 points, or 0.08 percent, to 25,390.3, the S&P 500 lost 6.09 points, or 0.22 percent, to 2,731.61 and the Nasdaq Composite dropped 26.80 points, or 0.36 percent, to 7,375.28. Asian share markets were in a muted mood on Thursday and looked set for a sleepy session with China still on holiday and no major economic data on the diary.MSCI’s broadest index of Asia-Pacific shares outside Japan was little moved in early trade after ending almost unchanged on Wednesday. Japan’s Nikkeidipped 0.2 percent, while EMini futures for the S&P 500 were off 0.06 percent in very thin trade.Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 19 points or 0.17 percent. Nifty futures were trading around 11,086-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Benchmark indices ended at day's high with Nifty closing above 11,050 level.The Sensex was up 358.42 points at 36975.23, while Nifty was up 128.10 points at 11,062.50. About 1032 shares have advanced, 1512 shares declined, and 144 shares are unchanged. Tech Mahindra, Cipla, Zee Entertainment, Grasim and Tata Steel are the top gainers on the Nifty, while losers include Adani Ports, IndusInd Bank, Dr Reddys Labs, Titan Company and NTPC.All the sectoral indices ended in green led by metal and IT with 2 percent gain, followed by auto, energy, FMCG and Pharma.Five days of a successive rally in the Indian markets pushed Nifty beyond its crucial resistance levels of 10,98511,000 on February 6. The index made a long bullish candle for the 5th consecutive day in a row. The index managed to surpass crucial resistance levels in a single trading session and is on track to hit a higher target towards 11,400, experts said. India VIX fell 0.95 percent to 15.63 levels which should comfort bulls. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+49.35pts], Consumption[+49.75pts],PSE[+42.6pts],CPSE [+31.2pts],Energy[+195.2pts],FMCG[+269.15pts],Auto [+99.10pts],Pharma[+106.3Pts],IT[+316.9pts],Metal [+64.65pts],Realty[+1.15pts], Fin Serv sector[+90.6pts].

World Indices Index

Value

% Change

DJI

25286

-0.16

S&P500

2731

-0.22

NASDAQ

7375

-0.36

FTSE100

7173

-0.06

20868 27990

-0.08 +0.21

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Tech Mahindra

811.35

60.35

8.04

Cipla

534.95

26.95

5.31

Zee Entertain

388

22.65

6.2

Bajaj Finance

2,711.25

107.65

4.13

485.1

20.4

4.39

CMP

Change

% Chg

330.35 1,526.05 2,789.70 1,059.05 137.1

-9.45 -15.7 -31.75 -7.65 -0.95

-2.78 -1.02 -1.13 -0.72 -0.69

Tata Steel

Top Losers Company

Adani Ports IndusInd Bank Dr Reddys Labs Titan Company NTPC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AXISBANK

734.5

-3.4

-0.47

AXISGOLD

2,930.00

2.1

0.07

BATAINDIA

1,204.00

23.1

1.96

DIVISLAB

1,659.95

40.65

2.52

GOLDBEES

2,974.00

14.5

0.49

Prev. Close

Change

%Chg

3.05

0

0

10

-0.65

-5.78

20.8 50.05 1.7

0 -5.05 -0.05

0 -8.79 -2.86

Stocks at 52 Week’s LOW Symbol

3IINFOTECH 3PLAND AARVEEDEN ABAN ABGSHIP

Indian Indices Company

CMP

Change

% Chg

NIFTY

11062

+128

+1.17

SENSEX

36975

+358.42

+0.98

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Special Report

07-FEB-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ] TITAN -In Titan on daily chart as well as weekly we have seen that Buying in this stock by traders as well as investors in last week .Reason behind that quarterly result awaited in this week & also from technical aspect stock now moving towards to break its previous highs.Our recommendation is to Buy 1070 stock target will be 1075/1085 SL below 1060

REPCOHOME Stock has given the breakout of the neckline of the double bottom pattern but can not sustain at upper level .we have seen the weakness on chart We recommend sell below 375 for the target of 370/365 with the stop loss of 385

2. MCDOWNLL –N [FUTURE] MCDOWELL-N – Daily chart of MCDOWELL-N looking good in future .We have seen the stock move towards to breck its resistence level & . Our recommendation is to buy the stock MACRO NEWS future from 562 Target will be 566/570 SL 555. RSI & MACD also showing that uptrend . Traders are bullish in this stock.  India is among the several countries that stand to benefit from the ongoing trade tensions between the world's top two economies - the US and China, the UN has said in its latest report.The US and China are locked in a trade war since President Donald Trump imposed heavy tariffs on imported steel and aluminium items in March last year, a move that sparked fears of a global trade war. 

The outcome of the monetary policy committee (MPC) meeting later this week, the first under governor Shaktikanta Das, will be a close call. With the recent softening in inflation, weaker global growth momentum, lower commodity prices and a likely dovish path for global central banks, it is fair to expect Reserve Bank of India’s (RBI’s) policy commentary to adopt a dovish tone.

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Special Report

07-FEB-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,500

73.3

8,05,107

9,53,580

BANKNIFTY

CE

27,400

115

5,69,844

6,27,840 crore versus Rs 1,001.91 crore YoY.

BANKNIFTY

CE

27,600

41.6

4,65,234

RELIANCE

CE

1,320

33.9

8,128

RELIANCE

CE

1,340

24.8

8,121

8,16,920 Novartis India Q3: Profit dips to Rs 12.87 crore versus Rs 6,68,000 18.74 crore; revenue falls to Rs 135.62 crore versus Rs 156.1 crore YoY. 5,53,000

RELINFRA

CE

200

5.75

6,510

RELIANCE

CE

1,360 17.65

6,342

RELIANCE

CE

1,300 44.95

5,908

MARUTIACTIVE PUT CE OPTION 9,000 111.5 5,823 MOST Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

PE

27,200

40.5

5,80,645

6,25,180

BANKNIFTY

PE

27,000

12.2

5,16,111

8,84,920

BANKNIFTY

PE

27,300

69

4,89,081

4,86,880

RELINFRA

PE

170

29

6,696

2,97,700

RELIANCE

PE

1,300 27.25

5,282

5,91,500

RELIANCE

PE

1,280

20.5

4,748

5,91,500

RELIANCE

PE

1,260 15.15

4,689

7,90,500

LUPIN

PE

4,660

4,06,000

12.2

crore versus Rs 61.42 crore; revenue falls to Rs 940.91

13,36,400 NIFTY FUTURE NIFTY -On daily weekly chart we have 5,56,000 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 10,49,500 Raising wedge pattern in technical term bearish reversal pattern .Nifty ,in last trading session cross the important 2,83,500 resistense level of 11000 with the good volume .Now we Open expect that nifty may move towards 11100-11130 level. Interest Buy nifty future 11100 Target 11130-11175 sl 11000 .

Symbol

800

Balrampur Chini Mills Q3: Profit jumps to Rs 120.32

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

29776

2093.29

32494

2278.06

292727

23312.00

-184.7739

INDEX OPTIONS

1370593

81108.05

1353960

79921.39

762173

57300.85

1186.6692

STOCK FUTURES

232098

12444.19

232354

12333.68

1453013

86541.49

110.515

STOCK OPTIONS

127828

7293.48

126171

7160.10

91716

5466.56

133.381 1245.7913

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11142

11102

11032

10992

10922

BANKNIFTY

27509

27455

27375

27321

27240

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Special Report

07-FEB-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 33500 TGT 33550/33600 SL BELOW 33400 SELL GOLD BELOW 33300 TGT 33250/33200 SL ABOVE 33500

SILVER TRADING STRATEGY: BUY SILVER ABOVE 40700 TGT 40750/40800 SL BELOW 40550 SELL SILVER BELOW 40400 TGT 40300/40200 SL ABOVE 40600

COMMODITY ROUNDUP Gold prices on Wednesday declined marginally by Rs 25 to Rs 34,450 per 10 gram at the bullion market in the national capital on muted demand from jewellers, according to the All India Sarafa Association.Silver also slumped Rs 320 to Rs 41,380 per kg on subdued offtake from industrial units and coin makers.Traders attributed the decrease in the prices of the yellow metal to lackluster demand from local jewellers amid weak trend overseas.Globally, gold traded lower at USD 1,313.58 an ounce, while silver was also down at USD 15.75 an ounce in New York.In the national capital, gold of 99.9 per cent and 99.5 per cent purities dropped Rs 25 each to Rs 34,450 and Rs 34,300 per 10 gram, respectively. Sovereign gold, however, held steady at Rs 26,100 per piece of eight grams.Silver ready declined by Rs 320 to Rs 41,380 per kg, while weekly-based delivery witnessed a fall of Rs 322 to Rs 40,323 per kg. On the other hand, silver coins were flat at Rs 80,000 for buying and Rs 81,000 for selling of 100 pieces. Oil fell 1 percent on Wednesday after a report showed a rise in U.S. crude inventories, while concerns about the impact of U.S. sanctions on Venezuela on global supplies eased.U.S. crude inventories rose by 2.5 million barrels last week, the American Petroleum Institute said on Tuesday. The government's official supply report is due later on Wednesday. API/S EIA/S.Benchmark Brent crude LCOc1 had slipped 62 cents to $61.36 a barrel by 1000 GMT, after rallying about 15 percent in January. U.S. crude CLc1 was down 48 cents at $53.18."A bumper January for oil bulls is turning into a gloomy February as the supportive glow of Venezuela's deepening turmoil starts to fade," said Stephen Brennock of oil broker PVM.He said the API figures showing rising stocks "do little to silence the U.S. glut alarm bells."The U.S. announced sanctions on Venezuela's state oil company last week, a move that could curb supplies but the development has yet to push prices up steeply. would seem that the market is really not too worried yet about the potential loss of Venezuelan barrels," analysts at JBC Energy wrote. Concern about weaker global economic growth and the trade dispute between the United States and China have also weighed on sentiment Oil fell on Tuesday after a survey showed euro zone business expansion nearly stalled in January. President Donald Trump said in his State of the Union address that a trade deal with China was possible.

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Special Report

07-FEB-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM FEB ABOVE 8200 TARGET 8215/8240/8260 SL 8140 SELL GUARGUM FEB BELOW 8150 TARGET 8135/8120/8080 SL 8210

NCDEX INDICES Index

Value

% Change

Barley

1580

0.39

Castor Seed

5096

0.39

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4229 6609 2049 4336

-1.18 -0.05 0.59 -0.09

15910

-0.38

3952 3826 6398

1.24 0.86 0.13

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA APR ABOVE 6340 TARGET 6355/6370/6400 SL 6280 SELL DHANIYA APR BELOW 6250 TARGET 6235/6220/6190 SL 6310

The government has allowed export of bio-fuels from special economic zones (SEZs) and export-oriented units (EoUs) with certain conditions, according to a notice of the directorate general of foreign trade.In August 2018, the government imposed restrictions on export of bio-fuels for non-fuel purposes.After this restriction, exporters operating from SEZs and EoUs made representations to remove this prohibition stating they only use imported material for export of final product.They also informed government authorities that SEZ units have been granted letter of approval for export of bio-fuels and EoU units have obligations to fulfil under an export promotion scheme. "Considering the hardship faced by the trade community and the fact that production of bio-fuels in EoU/SEZ would be from imported feedstock, therefore, it would not impact the domestic production/consumption. Hence, the restriction as applicable to DTA (domestic tariff area) may not be extended to EoU/SEZ," the DGFT notice said. SEZs and EoUs are export-oriented units outside the ambit of domestic customs laws."Members of trade and industry are informed that export of bio-fuels for non-fuel purposes from EoU/SEZ will be regulated" under certain rules of SEZs and foreign trade policy, it added.It said that the feedstock for production of bio-fuel for export from these areas should be from imported sources only . Unfavorable climatic conditions and water shortage coupled with a static growing area are set to blow India off its No. 1 position in Cotton production worldwide.As per the latest international reports, for the year 2018-19, India will lose its ‘top Cotton producer’ tag to China, which has shown improved yields with better farming practices.

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Special Report

07-FEB-2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

71.73 Yen

65.7175

Euro

81.82 GBP

93.0375

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.8 TARGET 71.9 72 SL 71.6 SELL USDINR FUTURE BELOW 71.65 TARGET 71.55 71.45 SL 71.85

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 93.10 TARGET 93.2 93.3 SL 92.9 SELL GBPINR FUTURE BELOW 92.9 TARGET 92.8 92.7 SL 93.10

Rate

The euro fell on Thursday ahead of a European Central Bank meeting in which policymakers may express caution about slowing economic growth.The ECB is expected to reaffirm its plan to raise interest rates by the end of the year but traders will focus on how explicitly, if at all, the central bank acknowledges the slow-downThe euro has lost around 1.6 percent of its value over the last two weeks as investors bet the ECB will keep monetary policy accommodative for an extended period.If recent weakerthan-expected economic activity in Germany and France leads ECB President Mario Draghi to point to a potentially longer lasting slowdown, that could hurt the euro."We see a risk of modest dovish bias from Draghi today given the long stream of the soft euro zone data and look for the euro to test $1.1310," said ING FX strategist Petr Krpata.At 0830 the euro was down 0.2 percent at $1.1355 EUR=EBS .Germany, France and Italy, the euro zone's biggest economies, barely grew in the fourth quarter and French business activity fell unexpectedly this month, a survey showed on Thursday. ECB holds its first meeting of the year at a time when concerns are also growing about global trade tensions and Brexit.Sterling traded marginally lower at $1.3043, hovering near highs last seen in mid-November in a sign traders expect Britain to avoid a chaotic exit from the European Union.Some analysts expect limited upside for sterling. Philip Wee, currency strategist at DBS says that most of the gains in the pound are due to the unwinding of short positions. He sees sterling capped in the range of $1.3170-1.3240 The U.S. dollar pushed higher against a basket of its rivals on Thursday but gains were held in check amid concerns over global growth, the U.S. government shutdown and the ongoing U.S.-China trade war."Trade tensions are the most dominant factor for investor sentiment right now and will drive market flows," said Nick Twidale, chief operating officer at Rakuten Securities.Twidale added that investor risk appetite will only improve once concerns over the partial U.S. government shutdown and trade tensions fade.

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Special Report

07-FEB-2019

Date

Commodity/ Currency Pairs

06/2/19

NCDEX DHANIYA

APR

BUY

6570

06/2/19

NCDEX DHANIYA

APR

Sell

06/2/19

NCDEX GUARGUM5

FEB

06/2/19

NCDEX GUARGUM5

06/2/19

Contract Strategy

Entry Level

Stop Loss

Remark

6595/6620/66 40

6510

NOT EXECUTED

6500

6485/6460/64 40

6560

TARGET

BUY

8450

8465/8480/85 10

8390

NOT EXECUTED

FEB

SELL

8400

8385/8360/83 40

8340

TARGET

MCX GOLD

FEB

BUY

33500

33550/33600

33400

NOT EXECUTED

06/2/19

MCX GOLD

FEB

SELL

33300

33250/33200

33500

TARGET

06/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

06/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

06/2/19

NIFTY

FUTURE

SELL

10900-10850

10750/10600

11000

NOT EXECUTED

06/2/19

TITAN

FUTURE

BUY

1030

1040/1050

1010

NOT EXECUTED

06/2/19

MCDOWNLL-N

FUTURE

SELL

540

530

550

NOT EXECUTED

06/2/19

REPOHOME

CASH

SELL

390

385/380

410

TARGET

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Special Report

07-FEB-2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS TIME (ET)

REPORT

PERIOD ACTUAL

FORECAST

PREVIOUS

Dec.

--

0.22

THE GOVERNMENT SHUTDOWN COULD DELAY THE RELEASE OF SOME DATA THIS WEEK MONDAY, JAN. 28

8:30 am

Chicago Fed national activity index

TUESDAY, JAN. 29

8:30 am

Advance trade in goods*

Dec.

--

N/A

9 am

Case-Shiller house prices

Nov.

--

5.5%

10 am

Consumer confidence index

Jan.

124.0

128.1

10 am

Homeownership rate

--

64.4%

WEDNESDAY, JAN. 30

8:15 am

ADP employment

Jan.

--

271,000

8:30 am

Gross domestic product*

Q4

2.6%

3.4%

10 am

Pending home sales

Dec.

--

-0.7%

2 pm

FOMC announcement

2.25-2.5%

2.25-2.5%

2:30 pm

Jerome Powell press conference

THURSDAY, JAN. 31

8:30 am

Weekly jobless claims

1/1926

214,000

199,000

8:30 am

Employment cost index

Q4

0.8%

0.8%

8:30 am

Personal income*

Dec.

0.5%

0.2%

8:30 am

Consumer spending*

Dec.

0.3%

0.4%

8:30 am

Core inflation*

Dec.

0.2%

0.1%

9:45 am

Chicago PMI

Jan.

--

65.4

Jan.

177,000

312,000

FRIDAY, FEB. 1

8:30 am

Nonfarm payrolls

9:45 amam MarkitUnemployment manufacturing index 8:30 rate flash

Nov.

Jan.

--

55.7 3.9%

3.9%

9:45 amam MarkitAverage services hourly index flash 8:30 earnings

Nov.

Jan.

--

54.8 0.2%

0.4%

9:45 am

Markit manufacturing PMI

Jan.

--

54.9

10 am

ISM manufacturing index

Jan.

54.3%

54.1%

10 am

Construction spending*

Dec.

--

N/A

10 am

Consumer sentiment index

Jan.

90.8

90.7

Varies

Motor vehicle sales

Jan.

17.2 mln

17.5 mln

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