Special report-08-apr-2019-epic-research

Page 1

Special Report

08–APR -2019

Global markets at a glance The benchmark S&P 500 stock index edged higher, nearing a six-month high on Thursday, with losses in technology stocks countered by gains in Boeing Co and Facebook Inc as investors waited for more clarity on the US-China trade talks.The Dow Jones Industrial Average rose 166.5 points, or 0.64 percent, to 26,384.63, the S&P 500 gained 5.99 points, or 0.21 percent, to 2,879.39 and the Nasdaq Composite dropped 3.77 points, or 0.05 percent, to 7,891.78. Asian share markets consolidated weekly gains on Friday as Sino-US talks dragged on with no concrete conclusions, while caution ahead of US payrolls and a holiday in China and Hong Kong dampened volatility.MSCI’s broadest index of Asia-Pacific shares outside Japan was little changed and near its highest since the end of August. Japan’s Nikkei added 0.1 percent, to be 2.6 percent firmer for the week. E -Mini futures for the S&P 500 edged up 0.04 percent.Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 18.5 points or 0.16 percent. Nifty futures were trading around 10,703-level on the Singaporean Exchange. Oil prices fell on Friday, with Brent slipping away from the USD 70 mark after briefly rising above that level in the previous session, as traders fretted about progress in US-China talks to end a trade war. PREVIOUS DAY ROUNDOFF Indian equity markets closed lower for the second day in a row. RBI announced a repo rate cut by 25bps on the expected lines, bringing the rates back at 6% after a period of 1 year.Nifty & Bank Nifty index closed ~0.4% & 0.8% lower respectively as across the board profit booking was seen in major heavyweights.Tata Motors was the top index loser, gaining ~2% as open interest soared higher, hinting a formation of continued long positions in the April series. Market breadth ended in the favour of the declines with adv a nce / de c li ne r a tio clo s i ng at 2 : 3 x. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-3.7pts], Consumption[+23.40pts],PSE[-9.30pts],CPSE [+6.80pts],Energy[-138.08pts],FMCG[+29.7pts],Auto [+55.70pts],Pharma[+83.10pts],IT[-218.8pts],Metal[13.10pts],Realty[-0.20pts], Fin Serv sector[-7.10pts].

World Indices Index

Value

% Change

DJI

26424

+0.15

S&P500

2892

+0.46

NASDAQ

7938

+0.59

FTSE100

7446

+0.61

21789 30064

-0.08 +0.43

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Tata Steel

549.3

18.65

3.51

UltraTechCement

4,190.40

110.45

2.71

Bajaj Finance

3,114.20

74.75

2.46

191.7

4.5

2.4

20,980.30

490.75

2.4

CMP

Change

% Chg

2,994.05 196.3 317.05 411.5 2,618.40

-47.75 -3.05 -4.75 -5.8 -18.8

-1.57 -1.53 -1.48 -1.39 -0.71

Vedanta Eicher Motors

Top Losers Company

Britannia Power Grid Corp SBI Zee Entertain Hero Motocorp

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

BALAXI

46.05

2.15

4.9

BILENERGY

3.9

0.15

4

CREDITACC

567.9

-6.75

-1.21

FMGOETZE

599

27.55

4.86

2,058.80

28.8

1.43

HDFC

Stocks at 52 Week’s LOW Symbol

Prev. Close

Change

%Chg

CANDC

10.55

-0.55

-4.95

COX&KINGS

131.05

-1.15

-0.86

DNAMEDIA EXCEL GENESYS

1.05 1.3 88

0.05 -0.05 -3.85

4.55 -3.7 -4.11

Indian Indices Company

CMP

Change

% Chg

NIFTY

11666

+68

+0.59

SENSEX

38862

+177.51

+0.46

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Special Report

08–APR -2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. HAVELLS [FUTURE ]

INFY

HAVELLS — Stock is trading in channel line & Hammer pattern form on daily chart . Stock is al;so taking a support of trend line .RSI & MACD also indicating Buying in this stock .Our recommendation is to Buy stock future in the range 770-773 Target 777-785 maintain sl below 765

INFOSYS — Stock is taking a support of trendline on weekly chart & also forming a Cup & Handle . Quarterly result of company is on April 12,2019. Our recommendation is to Buy Infosys 760-762 Target 770/780 maintain Sl below 750. Market expectation from company is high on revenue front as we compare with its peers like TCS , HCL Tech .

2. PVR [FUTURE] PVR — On weekly chart stock giveen breakout & created bullish hammer candle stick pattern .Our view on the technical basis is to buy stock future in range 1690 –1695 Target 1720/1750 Sl below 1650 . Stock is moving above all its important moving averages like 50,100 & 200 DEMA.

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

08–APR -2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

30,500

103

4,21,853

BANKNIFTY

CE

30,300 172.05

3,44,160

BANKNIFTY

CE

30,200

220

2,65,838

RELIANCE

CE

1,400

23.1

5,935

IBULHSGFIN

CE

900

69.5

5,634

IBULHSGFIN

CE

950

46.6

5,273

DHFL

CE

160

17.8

5,216

TATASTEEL

CE

560

12.8

4,959

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

LTP

BANKNIFTY

PE

29,900

0.05

24,30,078

6,09,880

BANKNIFTY

PE

30,000

93.5

22,36,751

1,79,120

BANKNIFTY

PE

29,800

0.05

16,41,436

7,53,760

RELIANCE

PE

1,360

35

5,866

6,91,500

RELIANCE

PE

1,340 25.95

3,655

3,25,000

RELIANCE

PE

1,320

18

3,282

6,78,000

RELIANCE

PE

1,300 12.65

3,158

8,38,000

SBIN

PE

2,987

42,63,000

7.6

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

4,93,760 Cipla's wholly owned subsidiary in USA i.e. Cipla Technologies LLC, has signed a binding term sheet today 2,18,840 with Pulmatrix Inc 1,87,100 NIFTY FUTURE NIFTY -On weekly chart Nifty close with 21,53,500 green candle,during this week nifty was traded in a 17,29,500 brode range of 235 points. On Nifty we may expect new all time high will see before starting first phase of 13,31,500 election April 17,2019 . In last week FII infuse more than 12,36,000 6000 cr & selling by DII in cash Rs 435 cr, which was less as we compare to last week data . After analysis of data 11,25,721 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.

Optio Strike n Price Type

320

Traded Volume (Contracts)

Open Interest

Interest

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

42157

3061.78

39619

2989.07

220599

17645.22

72.7083

INDEX OPTIONS

5101663

328247.81

5086094

327150.56

778673

61981.48

1097.2478

STOCK FUTURES

196330

12077.86

198233

12245.33

1395841

90460.52

-167.4692

STOCK OPTIONS

94924

5963.40

95890

6011.31

93910

5957.42

-47.91 954.5769

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11709

11653

11606

11550

11503

BANKNIFTY

30422

30163

29986

29727

29551

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Special Report

08–APR -2019

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

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

COMMODITY ROUNDUP Gold inched higher on Thursday as stock markets retreated from multi-month highs following weak data from Germany, while investors awaited clarity on the progress of U.S.-China trade talks.Platinum XPT= jumped more than 1 percent to its highest since mid-June last year at $887.59 per ounce. Spot gold XAU= had risen 0.1 percent to $1,291.37 per ounce as of 1012 GMT. U.S. gold futures GCv1 were unchanged at $1,295.70 an ounce."The German industrial data is the main market driver this morning," said ActivTrades chief analyst Carlo Alberto De Casa, adding that falling equity markets were supporting gold.European and Asian shares stepped back from eight-month highs, increasing investors' appetite for bullion. MKTS/GLOB . German industrial orders fell at their sharpest rate in more than two years in February, compounding worries that Europe's largest economy had a weak start to the year. country's leading economic institutes also slashed their 2019 growth forecasts and warned that the numbers could be much lower still if there is a no-deal Brexit. whole of Europe is suffering and in the United States, a lot of people are talking about the possibility of bringing down interest rates again because they have been hiking rates too quickly," said Afshin Nabavi, MKS SA senior vice president."So eventually if that happens, it will be really positive for the precious metals."Meanwhile, U.S.-China trade discussions made "good headway" last week and the two sides aim to bridge differences during talks that could extend beyond three days this week, White House economic adviser Larry Kudlow said. is a lot of optimism around the idea that we will see a peaceful resolution and some agreement really soon," said Michael McCarthy, chief market strategist at CMC (NS:CMC) Markets. Oil prices fell for a second day on Thursday, with Brent briefly edging below $69 per barrel because of rising inventories and production in the United States, but losses were limited as supply tightened elsewhere. Brent futures LCOc1 were down 28 cents at $69.03 by 0954 GMT. Brent fell 6 cents on Wednesday, after touching $69.96 - the highest since Nov. 12, when it last traded above $70.U.S. West Texas Intermediate (WTI) crude CLc1 fell 18 cents to $62.28 a barrel. The contract dropped 12 cents in the previous session after hitting $62.99, also the highest since November.

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Special Report

08–APR -2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 9010 TGT 9040/9100/9150 SL BELOW 8960 SELL GUARGUM APR BELOW 8926 TGT 8896/8836/8786 SL ABOVE 8976

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 7254 TGT 7269/7329/7399 SL BELOW 7224 SELL DHANIYA APRIL BELOW 7126 TGT 7111/7051/6981 SL ABOVE 7156

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

World food prices were broadly stable in March, with a jump in dairy prices offset by drops in cereal, vegetable oil and sugar price quotations, the United Nations food agency said in its latest report.The Food and Agriculture Organization's (FAO) food price index,, which tracks monthly changes in international prices of a basket of food commodities, averaged 167 points, down two points from February and some 3.6% below its level in March 2018. The FAO Dairy Price Index rose 6.2% during the month, marking its third consecutive increase, driven by increased import demand for butter, cheese and Whole Milk Powder, ahead of an expected tightening in export availabilities from Oceania.The FAO Meat Price Index also rose though slightly, by 0.4% from February, buoyed by growing import demand from China for pig, bovine and poultry meats. By contrast, the FAO Vegetable Oil Price Index declined by 4.4% amid subdued import demand for palm oil, increased soy oil crushing in the United States of America and accumulating rapeseed inventories in Canada. The FAO Cereal Price Index dropped 2.2% in the month, led by declining prices of wheat and maize, both of which have ample exportable supplies and favorable harvest prospects in key producing countries. International rice prices were mildly firmer in March.The FAO Sugar Price Index declined by 2.1%, as harvests in key producing countries were larger than previously anticipated. India's latest production estimates point to an 8.0% year-on-year increase during the period from October 2018 through January 2019 and is now expected to overtake Brazil as the world's largest sugar producer.

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Special Report

08–APR -2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

69.40 Yen

62.43

Euro

78.09 GBP

91.3425

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 69.3 TGT 69.4/69.5 SL BELOW 69 SELL USDINR BELOW 69.5 TGT 69.4/69.3 SL ABOVE 69.62

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 91.4 TGT 91.5/91.6 SL BELOW 91.28 SELL GBPINR BELOW 91.10 TGT 91/90.9 SL ABOVE 91.22

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

08–APR -2019

Date

Commodity/ Currency Pairs

05/04/19

NCDEX DHANIYA

APR

BUY

7144

05/04/19

NCDEX DHANIYA

APR

Sell

05/04/19

NCDEX GUARGUM5

APR

05/04/19

NCDEX GUARGUM5

05/04/19

Contract Strategy

Entry Level

Stop Loss

Remark

7159/7184/7200

7084

TARGET

6865

6850/6825/6805

6925

NOT EXECUTED

BUY

9138

9153/9178/9198

7084

NOT EXECUTED

APR

SELL

8905

8890/8865/8845

8965

NOT EXECUTED

MCX GOLD

JUN

BUY

3

31850/31900

31700

NOT EXECUTED

05/04/19

MCX GOLD

JUN

SELL

31750

31700/31650

31850

TARGET

05/04/19

MCX SILVER

JUL

BUY

37700

37800/37900

37575

TARGET

05/04/19

MCX SILVER

JUL

SELL

37900

37800/37750

38150

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

05/04/19

NIFTY

FUTURE

BUY

11700-11750

11800/11900

10900

TARGET

05/04/19

JINDAL STEEL

FUTURE

BUY

185-187

190-195

182

SL HIT

05/04/19

KSCL

FUTURE

BUY

475

480

460

NOT EXECUTED

05/04/19

REPOHOME

CASH

BUY

465

470/490

460

NOT EXECUTED

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Special Report

08–APR -2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS

TIME (ET)

PER ACTUAL IOD

REPORT

FORECAST

PREVIOUS

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

Factory orders* (new date)

Feb .

0.1%

6 am

NFIB small business index

Ma rch

101.7

10 am

Job openings

Feb .

7.6 mln

10 am TUESDAY, APRIL 9

WEDNESDAY, APRIL 10

8:30 am

Consumer price index

Ma rch

0.2%

8:30 am

Core CPI

Ma rch

0.1%

2 pm

FOMC minutes

9:45 am 2 pm 9:45 am

Markit manufacturing index flash Federal budget Markit services index flash

Nov. Nov.

-Ma rch --

55.7

--

54.8

-$125bln

THURSDAY, APRIL 11

8:30 am

Weekly jobless claims

4/6

--

8:30 am

Producer price index

Ma rch

0.1%

8:30 am

Import price index

Ma rch

0.6%

10 am

Consumer sentiment index

Apr il

98.4

FRIDAY, APRIL 12

*DELAYED BY GOVERNMENT SHUTDOWN

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Special Report

08–APR -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: 2019-04-08 09:25+05:30

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