Special report-09-apr-2019-epic-research

Page 1

Special Report 09 –APR -2019

Global markets at a glance

World Indices

The S&P 500 and the Nasdaq edged into positive territory on Monday, with gains held in check by falling industrials as investors braced for what analysts now expect to be the first quarter of contracting earnings since 2016.The Dow Jones Industrial Average fell 83.97 points, or 0.32 percent, to 26,341.02, the S&P 500 gained 3.03 points, or 0.1 percent, to 2,895.77 and the Nasdaq Composite added 15.19 points, or 0.19 percent, to 7,953.88

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

Asian shares got off to a subdued start on Tuesday as investors braced for key events later in the week, including the kick-off of the US earnings season and a crucial Brexit summit, while broader concerns over slowing global growth checked sentiment.MSCI’s broadest index of AsiaPacific shares outside Japan was basically flat after brushing its highest since late August last year during the previous session. Australian shares dipped 0.25 percent while Japan’s Nikkei was down 0.15 percent.Trends on SGX Nifty indicate a flat opening for the broader index in India, a slip of 1 point or 0.01 percent. Nifty futures were trading around 10,682-level on the Singaporean Exchange. Oil prices on Tuesday reached their highest since November as concerns over exports from war-torn Libya stoked tightness in the market, with global supply already hit by OPEC-led production cuts and US sanctions on Iran and Venezuela.

Top Gainers

PREVIOUS DAY ROUNDOFF Indian equity markets closed lower with both Nifty and Bank Nifty indices losing 0.5% and 0.8% respectively as across the board profit booking was seen in major largecap stocks. Reliance Industries was the top contributor to Nifty’s fall, closing ~1.8% lower.Nifty PSU Bank index traded with a negative bias throughout the day, closing 1% lower as marginal hint of short formation was witnessed in stocks like SBI, PNB & BOI.Nifty midcap 50 index underperformed the benchmark index by 0.3%. Market breadth ended in the favour of the declines with advance/decline ratio closing at 2:3x Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-32.75pts], Consumption[-7.00pts],PSE[-32.60pts],CPSE [21.65pts],Energy[-188.15pts],FMCG[-64.7pts],Auto[38.30pts],Pharma[-27.65pts],IT[+105.20pts],Metal[-30.65 pts],Realty[-6.05pts], Fin Serv sector[-90.90pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

667

8.8

1.34

787.15

9.9

1.27

2,070.75

22.45

1.1

Infosys

767.25

7.95

1.05

Power Grid Corp

198.35

2.05

1.04

CMP

Change

% Chg

859.35 152.05 3,024.10 186.65 260.05

-43.7 -6.4 -90.1 -5.05 -6.8

-4.84 -4.04 -2.89 -2.63 -2.55

M&M Tech Mahindra TCS

Top Losers Company

Indiabulls Hsg IOC Bajaj Finance Vedanta Yes Bank

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

11604

-61.5

-0.53

SENSEX

38700

-161.7

-0.42

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Special Report 09 –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 767 Target 770-775 maintain sl below 764

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 09 –APR -2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

30,500

36.2

4,83,617

BANKNIFTY

CE

30,200

85

3,80,861

NIFTY

CE

11,700

27.5

3,45,741

RELIANCE

CE

1,400

13.4

6,619

TATASTEEL

CE

560

11.2

5,403

RELIANCE

CE

1,360

24.9

4,694

RELIANCE

CE

1,380

18.4

4,528

IBULHSGFIN

CE

900

38.9

4,384

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

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

9,01,100 Cipla's wholly owned subsidiary in USA i.e. Cipla Technologies LLC, has signed a binding term sheet today 4,89,180 with Pulmatrix Inc 22,25,850 NIFTY FUTURE NIFTY -On weekly chart Nifty close with 24,24,500 green candle,during this week nifty was traded in a 16,68,953 brode range of 235 points. On Nifty we may expect new all time high will see before starting first phase of 10,14,000 election April 17,2019 . In last week FII infuse more than 9,78,500 6000 cr & selling by DII in cash Rs 435 cr, which was less as we compare to last week data . After analysis of data 18,36,500 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

29,800

151

4,82,261

3,66,920

BANKNIFTY

PE

30,000 250.2

4,29,562

2,51,940

BANKNIFTY

PE

29,500

60

3,95,327

4,06,320

RELIANCE

PE

1,300

18

5,674

9,15,500

RELIANCE

PE

1,340 35.45

4,661

3,78,000

RELIANCE

PE

1,320

25.3

4,404

7,36,000

IBULHSGFIN

PE

800 25.45

3,264

6,49,000

200

3,009

26,58,000

TATAMOTORS PE

6.2

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

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

34636

2625.48

44831

3490.46

228404

18193.57

-864.9851

INDEX OPTIONS

2276863

154149.17

2259114

152975.44

860713

67734.93

1173.726

STOCK FUTURES

168094

10392.14

185922

11431.49

1397527

90171.79

-1039.3577

STOCK OPTIONS

92760

5866.75

93632

5917.39

103495

6476.69

-50.6337 -781.2505

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11782

11693

11621

11532

11460

BANKNIFTY

30446

30146

29931

29630

29415

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Special Report 09 –APR -2019

RECOMMENDATIONS GOLD TRADING STRATEGY: GOLD BUY ABOVE 32155 Target 32200/32250 Sl 32050 GOLD SELL BELOW 32000 Target 31950/31900 Sl 32100

SILVER TRADING STRATEGY: Silver Buy Above 38500 Target 38500/38600 Sl 38400 Silver Sell Below 38450 Target 38400/38300 Sl 38550

COMMODITY ROUNDUP Gold prices rose to a more than a one-week peak on Monday as the dollar slipped on slow U.S. wage growth last month and a rally in equities stalled, boosting bullion's appeal.Spot gold XAU= gained 0.4 percent to $1,297.02 per ounce by 1019 GMT, having earlier touched its highest since March 29 at $1,297.86.U.S. gold futures GCv1 were up 0.4 percent at $1,300.8 an ounce."The market is just getting a little bit of confidence back after once again failing to break lower last week," said Saxo Bank analyst Ole Hansen."We've got a weaker dollar, China buying another chunk of gold last month continues to show that the physical underlying demand and renewed fighting in Libya is just raising the geopolitical temperature," Hansen said, adding gold was once again potentially challenging the $1,300 level. A rally in stocks that has capped gold's gains recently paused, while the dollar .DXYwas down 0.2 percent against key rivals, making bullion cheaper for holders of other currencies. USD/ MKTS/GLOB.Data on Friday showed employment growth in the U.S. accelerated from a 17month low in March, assuaging fears of an abrupt slowdown in economic activity, but a moderation in wage gains supported the Federal Reserve's decision to suspend further interest rate rises this year. raised its gold reserves by 0.6 percent to 60.62 million ounces by end-March, central bank data showed. at around $1,280, the lowest seen so far this year (for gold), appear to be generating buying interest on the market and preventing prices from sliding any further," Commerzbank (DE:CBKG) said in a note."The technically important 100-day moving average held firm late last week, as it did in early March, thereby lending support to the price."Holdings in the world's largest gold-backemuch as 3 percent in the previous week, its biggest weekly percentage decline since end-November 2016. GOL/ETFSpeculators slashed their bullish bets in COMEX gold in the week to April 2, data showed on Friday. Oil prices rose to their highest level since November 2018 on Monday, driven by OPEC supply cuts, U.S. sanctions against Iran and Venezuela and fighting in Libya as well as strong U.S. jobs data.International benchmark Brent futures LCOc1 were at $70.66 per barrel at 1000 GMT on Monday, up 32 cents, or 0.5 percent from their last close. exchange-traded fund, SPDR Gold Trust GLD , fell as U.S. West Texas Intermediate (WTI) crude futures CLc1were up 30 cents, or 0.5 percent, at $63.38 per barrel.

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Special Report 09 –APR -2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 9020 TGT 9050/9110/9160 SL BELOW 8970 SELL GUARGUM APR BELOW 8909 TGT 8879/8819/8769 SL ABOVE 8959

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 7316 TGT 7331/7391/7461 SL BELOW 7286 SELL DHANIYA APRIL BELOW 7144 TGT 7129/7069/6999 SL ABOVE 7174

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 09 –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 09 –APR -2019

Date

Commodity/ Currency Pairs

08/04/19

NCDEX DHANIYA

APR

BUY

7254

08/04/19

NCDEX DHANIYA

APR

Sell

08/04/19

NCDEX GUARGUM5

APR

08/04/19

NCDEX GUARGUM5

08/04/19

Contract Strategy

Entry Level

Stop Loss

Remark

7269/7329/7399

7224

TARGET

7062

7047/6987/6917

7092

NOT EXECUTED

BUY

9065

9080/9105/9125

9005

NOT EXECUTED

APR

SELL

8923

8908/8883/8863

MCX GOLD

JUN

BUY

31800

31850/31900

31700

TARGET

08/04/19

MCX GOLD

JUN

SELL

31750

31700/31650

31850

TARGET

08/04/19

MCX SILVER

JUL

BUY

37700

37800/37900

37575

TARGET

08/04/19

MCX SILVER

JUL

SELL

37900

37800/37750

38150

TARGET

Entry Level

Target

Stop Loss

Remark

Target

8983

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

08/04/19

NIFTY

FUTURE

BUY

11700-11750

11800/11900

10900

TARGET

08/04/19

JINDAL STEEL

FUTURE

BUY

185-187

190-195

182

SL HIT

08/04/19

KSCL

FUTURE

BUY

475

480

460

NOT EXECUTED

08/04/19

REPOHOME

CASH

BUY

465

470/490

460

NOT EXECUTED

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Special Report 09 –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 09 –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: 2019-04-09 09:29+05:30

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