Special report-09-jan-2019-epic-research

Page 1

Special Report

09–JAN-2019

Global markets at a glance The S&P 500 jumped to a three-week high on Tuesday, led by Apple, Amazon, Facebook and industrial shares on bets that the United States and China would strike a deal to end their trade war.The three-day rally kicked off on Friday following robust US jobs data and dovish comments on interest rates by Federal Reserve chief Jerome Powell has lifted the S&P 500 by over 9 percent from 20-month lows touched around Christmas.The Dow Jones Industrial Average jumped 1.09 percent to end at 23,787.45 points, while the S&P 500 gained 0.97 percent to 2,574.41. The Nasdaq Composite added 1.08 percent to 6,897.00.Asian shares inched up on Wednesday, supported by optimism the United States and China can strike a trade deal to avoid an all-out confrontation that will severely disrupt the global economy.Japan's Nikkei rose 0.9 percent while MSCI's broadest index of Asia-Pacific shares outside Japan gained 0.3 percent. Wall Street's S&P 500 gained 0.97 percent on Tuesday, extending its gains from 20-month lows touched around Christmas to more than 9 percent.The United States and China will continue trade talks in Beijing for an unscheduled third day, US officials said on Tuesday amid signs of progress on issues including purchases of US farm and energy commodities and increased access to China’s markets. PREVIOUS DAY ROUNDOFF Indian benchmark indices started the week with a huge gap up opening but were unable to sustain the same after the markets witnessed a pullback in the second half of the session.The NSE Nifty ended the day 44 points higher at 10,771 while Bank Nifty settled 109 higher at 27,304. Among the sectoral indices, Nifty IT and Nifty Realty put up a strong show and ended 1.1% and 1.2% higher, respectively. Nifty IT also witnessed a long build up on the day.The rally in the Asian markets on Monday followed the sharp surge in US stocks on Friday after investors reacted positively to the labor market report as well as comments from the US Federal Reserve Chairman Jerome Powell. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+14.3pts], Consumption[+15.3pts],PSE[+18.05pts],CPSE [+8.1pts],Energy[+945ts],FMCG[+92.4pts],Auto [+10.65pts],Pharma[-55.4pts],IT[+145.35pts],Metal[4.6pts],Realty[+3.15pts], Fin Serv sector[+73.2pts].

World Indices Index

Value

% Change

DJI

23857

+0.48

S&P500

2574

+0.97

NASDAQ

6897

+1.08

FTSE100

6861

+0.74

20204 25875

+0.82 +0.15

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Sun Pharam

448.05

17.25

4

ICICI Bank

380.15

12.45

3.39

305.3

9

3.04

Yes Bank

192.35

5.2

2.78

Tata Motors

179.95

4.6

2.62

CMP

Change

% Chg

451.65 752.2 1,228.90 146.95 351.95

-11.3 -11.55 -17.7 -1.65 -3.6

-2.44 -1.51 -1.42 -1.11 -1.01

SBI

Top Losers Company

Zee Entertain UPL Kotak Mahindra NTPC BPCL

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

367.7

-0.85

-0.22

IOLCP

176.45

1.4

0.73

KILITCH

190.85

-2

-0.91

LIQUIDETF

1000

-0.01

0

MUTHOOTFIN

513.4

-0.55

-0.11

Prev. Close

Change

%Chg

HEXATRADEX

25.1

-1.2

-4.78

MIC

1.25

-0.05

-4

RAJRAYON TREJHARA ARROWTEX

0.15 46.5 21.5

-0.05 -2.3 -0.05

-33.33 -4.95 -0.23

ICICIBANK

Stocks at 52 Week’s LOW Symbol

Indian Indices Company

CMP

Change

% Chg

NIFTY

10802

30.4

0.28

SENSEX

35980

130.77

0.36

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. AJANTPHARM [FUTURE ]

REPCOHOME Stock has given the breakout of the neckline of the double After a week of the correction phase stock has shown good bottom pattern on the daily chart with the good volumes strength on the daily chart and closed in green. It also closed and closed near to days high. We recommend buying above the 200 EMA on the daily chart. We recommend above 430 for the target of 435 with the stop loss of 420 buying above 1192 for the target of 1200/1205 with the stop loss of 1170.

2. BEML [FUTURE] Stock is consolidating for a couple of weeks and performed well today. We have seen a good recovery in the last couple of hours in the trading session. it also closed above the 200 EMA on the daily chart. We recommend buying above 930 for the target of 935/942 with the stop loss of 920

MACRO NEWS 

US crude oil prices on Wednesday rose above $50 per barrel for the first time in 2019 on hopes that Washington and Beijing can resolve a trade dispute that has triggered a global economic slowdown.US West Texas Intermediate (WTI) crude oil futures were at $50.14 per barrel as at 0021, up 36 cents, or 0.7 percent from their last settlement.

Reserve Bank of India released guidelines on tokenisation for various card transactions, including from debit and credit cards. Tokenisation, which aims at improving safety and security of the payment system, refers to replacement of actual card details with an unique alternate code called the 'token', which shall be unique for a combination of card, token requestor and identified device .

The Reserve Bank of India on Tuesday constituted a high-level committee under Aadhaar architect Nandan Nilekani to suggest measures to strengthen the safety and security of digital payments in the country.

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,500 133.65 10,09,089

BANKNIFTY

CE

27,400

191

7,30,572

BANKNIFTY

CE

27,600 88.95

6,20,935

ICICIBANK

CE

380 10.45

4,695

YESBANK

CE

200

10.7

4,483

TATAELXSI

CE

1,000

28

4,037

RELIANCE

CE

1,120

25.9

4,031

ASHOKLEY

CE

105

0.65

3,929

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

Optio Strike n Price Type

BANKNIFTY

Open Interest

Tata Steel: Total sales (provisional) in Q3FY19 fall to 6.77 million tonnes versus 7.36 million tonnes YoY.

7,37,640 Oriental Bank of Commerce: Bank sold 0.8425 percent equity stake in NSDL e-Governance Infrastructure out of 3,22,480 3.125 percent equity stake 5,55,160 NIFTY FUTURE Nifty followed global market and started 28,60,000 with gap up but today PSU and Metal share made 65,01,250 pressure in market due to that whole day Nifty traded in 2,67,600 sideways and in last one hour it loosed almost fifty per cent gains in intraday. On daily chart it created bearish 11,68,000 candle since Nifty forming Open Broadening pattern so 75,88,000 we it will be buy in decline around 10850 with stop loss o 10750 for the target of 10920/10970. 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

CE

27,500 133.65

10,09,089

7,37,640

BANKNIFTY

CE

27,400

191

7,30,572

3,22,480

BANKNIFTY

CE

27,600 88.95

6,20,935

5,55,160

ICICIBANK

CE

380 10.45

4,695

28,60,000

YESBANK

CE

200

10.7

4,483

65,01,250

TATAELXSI

CE

1,000

28

4,037

2,67,600

RELIANCE

CE

1,120

25.9

4,031

11,68,000

ASHOKLEY

CE

105

0.65

3,929

75,88,000

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

27847

2083.55

34676

2501.58

390070

30773.43

-418.0318

INDEX OPTIONS

1218376

72373.17

1222612

72860.85

688892

52023.24

-487.6775

STOCK FUTURES

187040

11094.75

181833

10866.93

1349308

82461.39

227.8207

STOCK OPTIONS

51638

2978.23

51902

3005.46

114375

6604.90

-27.2333 -705.1219

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10869

10836

10784

10750

10699

BANKNIFTY

27785

27647

27404

27266

27024

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 31790 TGT 31840 31940 SL BELOW 31720 SELL GOLD BELOW 31700 TGT 31650 31550 SL ABOVE 31770

COMMODITY ROUNDUP Malaysian palm oil futures rose nearly 2 percent on Tuesday, hitting their highest in nearly three weeks, as production rose more slowly than expected.The benchmark palm oil contract for March delivery 1FCPOc3 on the Bursa Malaysia Derivatives Exchange closed 0.8 percent higher at 2,178 ringgit ($529.15) a tonne, having earlier risen as much as 1.7 percent to 2,197 ringgit, its highest since Dec. 20.Trading volumes stood at 45,785 lots of 25 tonnes each. 1FCPO-TOT "Production is seeing a lesser increase than expected, some updates also suggest a marginal decline," said a Kuala Lumpur-based futures trader, referring to output data from the Malaysian Palm Oil Association showing that December output rose 1 percent from the previous month.

SILVER TRADING STRATEGY: BUY SILVER ABOVE 39460 TGT 39600 39800 SL BELOW 39260 SELL SILVER BELOW 39350 TGT 39200 39000 SL ABOVE 39550

A Reuters poll forecast Malaysian output to fall 3.6 percent to 1.78 million tonnes in December, while inventories are expected to rise to 3.14 million tonnes, the highest since January 2000. physical trader said that exports were moving out of Malaysia following India's decision to reduce import taxes on Southeast Asian palm oil. is also offering less supplies for January. People are waiting and hoping prices will further go up," he said.India is the world's largest edible oil importer, and had previously raised import duties on edible oils last year to support local prices. Gold prices fell on Tuesday, as the dollar recovered from lows and hopes for a trade deal between China and the United States whetted risk appetite, making bullion less attractive.Spot gold XAU= slipped 0.4 percent to $1,283.43 per ounce as of 1040 GMT. U.S. gold futures GCv1 were 0.4 percent lower at $1,284.50 per ounce."At the moment the dollar is recovering, which is one of the reasons gold prices are lower," said ABN AMRO (AS:ABNd) analyst Georgette Boele. "At the same time, markets are nervous ahead of discussions going on between U.S. and China."Stock markets were trading higher as investors anticipated that the Chinese-U.S. trade spat was nearing a close and that the U.S. Federal Reserve would halt its monetary policy tightening if economic growth slows further. MKTS/GLOB

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8380 TARGET 8395/8320/8340 SL 8320 SELL GUARGUM JAN BELOW 8350 TARGET 8335/8320/8290 SL8410

NCDEX INDICES Index

Value

% Change

Barley

1941

-1.27

Castor Seed

5348

1.44

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4198 6167 1930 4348

-1.85 -2.74 -1.43 0.24

17490

-0.51

3959 3466 6626

0.61 0.7 0.18

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA JAN ABOVE 6020 TARGET 6035/6055/6080 SL 5960 SELL DHANIYA JAN BELOW 6000 TARGET 5985/5960/5940 SL 6060

Pulses traders and millers in the main Pulses growing region in Karnataka, have urged the government to implement the price deficiency payment scheme (PDPS) or Bhavantar yojana for purchase of Tur (red gram) from farmers, as their business have been declined due to direct procurement by state agencies.Traders claims that it would benefit the Government in terms of lower costs and reduced payout, while helping the trade and millers in terms of generating some business. The Government could avoid the additional handling, storing and managing costs by involving them in the procurement through PDPS. The state had recently implemented a PDPS in procuring Onions Indian economy is expected to grow at 7.2 per cent this fiscal, against 6.7 per cent in FY18, according to data released by the Central Statistics Office (CSO).This GDP estimate is higher than many other forecasts, but lower than the RBI’s projections. Most private economists have already lowered India’s growth forecast to around 7 per cent for FY19, while the RBI’s estimate is 7.4 per cent.A closer look at the growth data reveals that per capita income is estimated to rise by over 11 per cent to reach Rs 1,25,397.According to the CSO data, agriculture fared slightly better, and industry, barring mining and quarrying, showed a similar trend. A substantial growth in manufacturing is good news for the job sector, and the manufacturing sector has a multiplier effect on employmentHowever, services seems to be lagging behind as two sub-groups - trade, hotels, transport, communication and services related to broadcasting, and public administration, defence and other services - are estimated to grow slower than the previous year.

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

69.4814 Yen

64.21

Euro

79.3890 GBP

88.5943

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 70.15 TARGET 70.25 70.35 SL 69.95 SELL USDINR FUTURE BELOW 70.4 TARGET 70.3 70.2 SL 70.6

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 89.20 TARGET 89.3200/89.45 SL 89.0500 SELL GBPINR FUTURE BELOW 88.90 TARGET 88.7800/88.6500 SL 89.0500

The dollar fell versus other major currencies for a fourth straight session on Tuesday, as investors grew increasingly convinced the Federal Reserve will not raise interest rates this year amid uncertainties over the US economy. The dollar index fell marginally to 95.64. It dipped 0.1 per cent against the yen and eased marginally versus the euro and sterling in early Asian trade. On Friday, Fed Chairman Jerome Powell told the American Economic Association the Fed is not on aa preset path of rate hikes and it will be sensitive to the downside risks markets are pricing in. The Indian Rupee reclaimed its key level of 70 against the dollar on Tuesday. The currency depreciated 15 paise to open at 69.83/$ compared to its previous close of 69.68.The domestic unit depreciated 41 paise to 70.09 against the dollar in intraday trade on Tuesday. At 9:40 AM IST, the currency was trading at 70.06/$.The fall could be attributed to increasing crude oil prices in the global market. Crude oil extended its six-day winning strike, with the international benchmark for oil prices, Brent gaining 0.2% at $57.47/barrels and West Texas Intermediate (WTI) crude rose 0.3% to $48.67/barrels. The gain in oil prices was on the back of optimism regarding a halt in the trade war between the United States and China. Further, falling crude oil supply from OPEC also kept oil prices Brent gaining 0.2% at $57.47/ barrels and West Texas Intermediate (WTI) crude rose 0 . 3 % t o $ 4 8 . 6 7 / b a r r e l s . The gain in oil prices was on the back of optimism regarding a halt in the trade war between the United States and China. Further, falling crude oil supply from OPEC also kept oil prices elevated. As per media reports, OPEC oil supply fell in December by 460,000 barrels per day (bpd) to 32.68mn bpd. US stock futures and European equities rose on Tuesday with investors eagerly awaiting news on any progress in trade talks between the US and China.Futures on the Dow, Nasdaq and S&P 500 all indicated to a firm opening after the US showed optimism for arriving at a “reasonable” deal

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

Date

Commodity/ Currency Pairs

08/1/19

NCDEX DHANIYA

JAN

BUY

6200

08/1/19

NCDEX DHANIYA

JAN

Sell

08/1/19

NCDEX GUARGUM5

JAN

08/1/19

NCDEX GUARGUM5

08/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6215/6235/62 60

6140

NOT EXECUTED

6150

6135/6115/60 90

6210

TARGET

BUY

8615

8630/8650/86 75

8565

NOT EXECUTED

JAN

SELL

8590

8575/8555/85 30

8650

TARGET HIT

MCX GOLD

JAN

BUY

31790

31840 31940

31720

08/1/19

MCX GOLD

JAN

SELL

31700

31650 31550

31770

08/1/19

MCX SILVER

MAR

BUY

39460

39600 39800

39260

NOT EXECUTED

08/1/19

MCX SILVER

MAR

SELL

39350

39200 39000

39550

TARGET HIT

Entry Level

Target

Stop Loss

Remark

Target

NOT EXECUTED

TARGET HIT

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

08/1/19

NIFTY

FUTURE

BUY

10720-10740

10830/10950

10600

NOT EXECUTED

08/1/19

BEML

FUTURE

BUY

922

930

914

SL HIT

08/1/19

AJANTA PHARAMA

FUTURE

BUY

1182

1197

1169

SL HIT

08/1/19

REPOHOME

CASH

BUY

424

428

420

TARGET

_____________________________________________________________________________________________________________________


Special Report

09–JAN-2019

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

REPORT

PERIOD

ACTUAL

MEDIAN FORECAST

PREVIOUS

--

60.7%

-$53.9 bln

-$55.5bln

--

$25 bln

--

0.8%

MONDAY, JAN. 7 10 am

ISM nonmanufacturing index

Dec. 10 am TUESDAY, JAN. 8 6 am

8:30 am

International trade*

Nov. 10 am

3 pm

Consumer credit

Nov. WEDNESDAY, JAN. 9

2 pm

FOMC minutes THURSDAY, JAN. 10 8:30 am

9:45 am

10 am

Markit manufacturing index flash

Nov. Wholesale inventories*

9:45 am

Markit services index flash

Nov.

Nov.

--

55.7

--

54.8

FRIDAY, JAN. 11 8:30 am

Consumer price index

Dec.

-0.1%

0.0%

8:30 am

Core CPI

Dec.

0.2%

0.2%

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.

_____________________________________________________________________________________________________________________


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.