Special-Report-09-NOV-2018-Epic-Research

Page 1

Special Report 9-Nov-2018

Global markets at a glance The S&P 500 rose on Monday with boosts from financial, energy and defensive sectors as investors showed some caution on the eve of US congressional elections.

World Indices Index

Value

% Change

DJI

26191

+0.52

S&P500

2806

+0.62

While the financial sector was boosted by earnings, the energy sector , which has lagged the broader S&P 500 this year, gained 1.6 percent after the United States imposed a range of punitive sanctions on Iran.

NASDAQ

7,540

+0.86

FTSE100

7,140

+0.19

22,397 25626

+0.88 +2.06

Falling US Treasury yields helped defensive sectors such as real estate, utilities and consumer staples, which are sensitive to rising interest rates, according to traders.

Top Gainers

"Anytime utilities and consumer staples are up that's a little fear," said Kim Forrest, senior portfolio manager at Fort Pitt Capital Group in Pittsburgh, citing the Iran sanctions as well as the Nov. 6 midterm elections

NIKKEI HANG SENG Company

CMP

Change

% Chg

296

10.65

3.73

UPL

726.6

15.15

2.13

Axis Bank

623.1

12.45

2.04

323.95

5.55

1.74

1,021.50

16.9

1.68

CMP

Change

% Chg

562.5 140.5 833 1,484.20 291.1

-44.6 -7.75 -37.9 -57.6 -11.25

-7.35 -5.23 -4.35 -3.74 -3.72

SBI

Wipro HCL Tech

Asian stocks dipped on Friday as Wall Street took a breather after the Federal Reserve kept intact its plans to continue raising interest rates at a gradual pace, with a fourth hike for this year expected next month MSCI's broadest index of Asia-Pacific shares outside Japan eased 0.06 percent. The index was still headed for a sizable gain of more than 6 percent this week, during which it rose to a one-month high

Top Losers

PREVIOUS DAY ROUNDOFF

Stocks at 52 Week’s HIGH

Key equity indices settled with modest losses on first trading day of the week due to negative Asian stocks. Key barometers remained in negative zone for majority of the day's trading session. The Sensex settled below the psychological 35,000 level after sliding below that level in early trade. The Sensex fell 60.73 points or 0.17% to settle at 34,950.92. The index rose 111.76 points, or 0.32% at the day's high of 35,123.41. The index fell 200.05 points, or 0.57% at the day's low of 34,811.60. The Nifty 50 index fell 24.80 points or 0.24% to settle at 10,528.20. The index rose 5.80 points, or 0.05% at the day's high of 10,558.80. The index fell 76 points, or 0.72% at the day's low of 10,477 Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-0.21], Consumption[-0.18pts],PSE[—1.57pts],CPSE[1.58pts],Energy[+0pts],FMCG[ -0.24pts],Auto[-

Company Cipla IOC Indiabulls Hsg IndusInd Bank BPCL

Symbol

Prev. Close

Change

%Chg

ADANIGAS

210.95

-135.35

-64.16

AXISGOLD

2857.9

7.1

0.25

BLUECHIP

0.75

0.05

6.67

BSLNIFTY

115.17

-2.16

-1.88

3000

10

0.33

CRMFGETF

Stocks at 52 Week’s LOW Symbol

Prev. Close

Change

%Chg

210.95

-135.35

-64.16

ADROITINFO

19

0

0

AIFL ALCHEM AMTEKAUTO

75.55 3.5 4.6

-3.75 -0.15 -0.2

-4.96 -4.29 -4.35

ADANIGAS

Indian Indices Company

CMP

Change

% Chg

NIFTY

10528.20

-24.8

-0.24

SENSEX

34950..92

-60.73

-0.17

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Special Report 9-Nov-2018

RECOMMENDATIONS [FUTURE] 1. Glenmark Pharma [FUTURE ] As per market weakness the particular counter is moving in a downtrend but it has tendency to show some pull back from its support level and as per the hourly chart it has shown a sign of reversal with three bullish candle, buy on dip opportunity would be great opportunity to get so we advice you to buy cadilahc around 660-665 for the targets of 670/680/687 with stoploss below 652 .

STOCK RECOMMENDATION [CASH] Balrampur chini [CASH] Our recommandation to buy the stock , government policy in favour of sugar stock . Stock made bottom near around lebel 90-95 . But in range of 106-108 Target 111/113 Sl 105

. MACRO NEWS 

2. Reliance [FUTURE] On daily chart we have seen the strength as per the volume and RSI . Our view to buy the future in the range of 1103 – 1105. Target 1110/1115/1120. Sl 1092 Reliance shown the recovery from the support level 1020 . Stock is near to breach the supertrend level . Our recommandation to buy the stock & its future for long term also.

Bombardier Inc said on Thursday it would sell two businesses for around $900 million and cut 5,000 jobs and as it expands its stronger corporate jet and rail divisions, but the company's shares fell as much as 26 percent on a disappointing free cash flow forecast. The US Federal Reserve held interest rates steady on Thursday, but remained on track to keep gradually tightening borrowing costs, as it pointed to a healthy economy that was marred only by a dip in the growth of business investment.Business investment can be a key to rising productivity and future growth, and the fact that it had "moderated from its rapid pace," as the Fed said, was the only cautionary note in a policy statement that touted strong job gains and household spending, and a "strong rate" of overall economic activity. Alphabet Inc's Google said on Thursday it would change the way it handles sexual harassment claims, a week after 20,000 of its workers around the world walked off their jobs to protest its response to such issues.Arbitration will become optional for individual sexual harassment and sexual assault claims, Google said, enabling lawsuits on those matters. Rupee rose against the US dollar after the Mid-term elections results showed that the Democrats gained control of the house hitting the magic 218-seat mark to guarantee a majority, after flipping multiple Republican-controlled seats.

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Special Report 9-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

25,800

88

8,61,103

5,29,060

BANKNIFTY

CE

26,000 25.55

8,14,247

10,39,240

BANKNIFTY

CE

25,700 140.2

6,89,893

3,79,660

RELIANCE

CE

1,100

32.8

10,595

26,13,000

SBIN

CE

300

11.5

8,195

48,12,000

MARUTI

CE

7,500

101

5,748

1,43,775

TATAMOTORS CE

200

5.15

5,135

40,12,500

PCJEWELLER

100

11.9

5,085

11,61,000

CE

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

Optio Strike n Price Type

BANKNIFTY

PE

25,500

BANKNIFTY

MRF Q2: Profit declines 12.3 percent to Rs 263 crore versus Rs 300 crore; revenue rises 9.4 percent to Rs 3,928.2 crore from Rs 3,591 crore; EBITDA falls 4.1 percent to Rs 581 crore versus Rs 605.7 crore; margin contracts to 14.8 percent versus 16.9 percent (YoY)

Kilitch Drugs Q2: Profit jumps to Rs 4.5 crore versus

Rs 2.23 crore; revenue increases to Rs 26.72 crore versus Rs 15 crore YoY.

2,83,500

LTP

Traded Volume (Contracts)

Open Interest

26

8,68,112

9,92,360

PE

25,400 13.85

5,92,560

7,88,480

BANKNIFTY

PE

25,600

46.1

5,85,648

5,45,340 NIFTY FUTURE

SBIN

PE

280

5.95

4,827

40,14,000

RELIANCE

PE

1,060 20.95

3,650

7,09,500

SBIN

PE

270

3.7

3,558

31,17,000

SBIN

PE

290

9.15

3,530

RELIANCE

PE

1,040

14.8

2,733

Nifty 50 is trading on above its poivot level of 10555 , we have also seen that FII started buying in index futures 18,39,000 and options .Our recommandation to buy nifty future in 8,33,500 range of 10580-10590 . Buy on deep from above level.

FII DERIVATIVES STATISTICS BUY

SELL

No. of Contracts

Amount in Crores

INDEX FUTURES

25613

2405.07

26912

2452.13

INDEX OPTIONS

769658

77567.79

769995

STOCK FUTURES

214895

15459.29

STOCK OPTIONS

146901

11480.39

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

Amount in Crores

NET AMOUNT

372778

32684.19

-47.059

77570.68

788524

70809.87

-2.8891

219106

15681.79

1161708

88420.58

-222.4992

148981

11614.81

158746

12203.26

-134.4109 -406.8582

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10601.73

10562.87

11519.93

10481.07

10438.13

BANKNIFTY

25938.73

25835.46

25684.93

25581.66

25431.13

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Special Report 9-Nov-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 31250 TGT 31320 31400 SL BELOW 31190 SELL GOLD BELOW 31400 TGT 31320 31250 SL ABOVE 31470

COMMODITY ROUNDUP The Gold Monetisation Scheme (GMS) launched by Prime Minister Narendra Modi in 2015 may soon be relaunched by the government to make it more attractive. The new mechanism has been finalised and the Finance Ministry is likely to announce the same over the next few days, a Business Standard report states. The Finance Ministry will select 40-50 cities where banks will promote the scheme. It will further identify one branch in each city to accept gold deposits, which will be based on the certificate provided by the collection centre, the report suggests.

SILVER TRADING STRATEGY: BUY SILVER ABOVE 37470 TGT 37560 37600 SL BELOW 37330 SELL SILVER BELOW 37780 TGT 37690 37600 37550 SL ABOVE 37850

The scheme, which offers interest on idle gold, was launched on November 5, 2015 with the objective of mobilising gold held by households and institutions in the country. The scheme allows bank customers to deposit their idle gold holdings for a fixed period, in return for interest in the range of 2.25 percent to 2.5 percent.

Gold held a narrow $5 range on Monday as investors were cautious ahead of the U.S. midterm elections, which will determine whether the Republican or Democratic Party controls Congress. Spot gold XAU= was little changed at $1,232.00 per ounce, by 1005 GMT, while U.S. gold futures GCcv1 were flat at $1,233.2 per ounce. "We are just a day away from the U.S. midterm election, the outcome of which could have an impact both on currencies and several asset classes, so we're holding relatively stable." Opinion polls show strong chances that the Democratic Party may win control of the House of Representatives in the Nov. 6 elections after two years of wielding no practical political power in Washington, with Republicans likely to keep the Senate. dollar index . DXY was down 0.1 percent after three consecutive weeks of gains as investors took profits before the elections that may fuel a new bout of volatility for global markets. USD/ MKTS/ GLOB"Midterm elections may stimulate safe haven buying," said Vandana Bharti, assistant vice president of commodity research at SMC Comtrade Ltd.

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Special Report 9-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM ABOVE 9970-9950 TGT 10050-10100 SL BELOW 9900 SELL GUARGUM BELOW 10140 TGT 10040 9950 SL ABOVE 10220

NCDEX INDICES Index

Value

% Change

Barley Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

1949 5904 4205 6237 1876 4595.5

1.43 3.98 3.98 2.21 2.32 -1.08

Jeera

20700

0.15

4076 3423 6550

0.02 1.27 -0.97

Mustardseed Soy Bean Turmeric

Tamil Nadu, Gujarat and Karnataka doled out the highest subsidies for fisherfolk in 2017-18, including a sales tax rebate on diesel and financial assistance during a fishing ban, India has told the World TradeOrganization(WTO). DHANIYA TRADING STRATEGY: BUY DHANIYA ABOVE 660 TGT 6670/6770 SL BELOW 6530 SELL DHANIYA BELOW 6400 TGT 6330/ 6220 SL ABOVE 6470

The states also provided assistance for purchase of new nets and boats, life-saving jackets and navigation systems, and the development of marine infrastructure. The notification comes in the wake of countries negotiating limits to harmful fishery subsidies at the WTO and India trying to protect subsidies given to its small fishers. Of the total subsidy of about Rs 7.5 billion in 2017-18, the Centre’s contribution through the Marine Products Export Development Authority was Rs 227.06 million, India informed the WTO in its latest notification. The total dole out was up 23% from Rs 6.05 billion in FY17 and the government does not consider this an issue. The government is considering paying a part of the agriculture power subsidy directly to farmers, instead of free or cheap electricity, as part of a move to rationalise farm sector subsidies. Coming ahead of general elections next year, the proposal, if it goes through, is expected to put more money into the hands of farmers, enabling more investments in the industry and higher consumption to boost the overall economy, officials familiar with the development said. Raw sugar futures on ICE (NYSE:ICE) fell on Monday, slipping as a slowdown in speculative buying and a softer Brazilian currency pressured prices, while robusta coffee also fell in thin trade.

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Special Report 9-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

72.86 Yen

62.98

Euro

83.02 GBP

89.9694

USD/INR TRADING STRATEGY: BUY USDINR ABOVE 72.75 Target 72.90 73.10 SL BELOW 72.60 SELL USDINR BELOW 72.60 TGT 72.45 72.35 SL 72.80

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 95 TGT 95.20 95.45 SL Below 94.6 SELL GBPINR BELOW TGT 94.7 TARGET 94.40 94.30 SL ABOVE 94.9

The Indian rupee opened higher by 30 paise at 72.70 per dollar on Friday versus Tuesday's close of 73 per dollar. Rupee rose against the US dollar after the Mid-term elections results showed that the Democrats gained control of the house hitting the magic 218-seat mark to guarantee a majority, after flipping multiple Republicancontrolled seats. The elections delivered the most expected outcome: split control of the US Congress, with Democrats winning control of the House of Representatives and Republicans cementing their majority in the Senate. That’s a better-than-average performance; usually the president’s party loses Senate seats in midterms, said Motilal Oswal. The major averages had earlier hit their session highs after US President Donald Trump indicated he is willing to work with Democrats on policy initiatives that would help the economy keep growing. Today, USD-INR pair is expected to quote in the range of 72.50 and 73.05 Indian oil demand, which faced substantial pressures in 2018 because of rising rates and a weakened rupee, is set for recovery next year, Fitch Solutions Macro Research said in a note. "Indian oil demand will become an increasingly important driver of global demand growth, as China's economy slows and the government pushes diversification away from oil," Fitch Solutions, an affiliate of Fitch Ratings, said. It put fuel consumption growth at 6 percent in 2019, up from 5.5 percent this year.Although their populations are of similar size, the scale of the Indian economy and its capacity for growth are not comparable to that of China, it said, adding that demand will become increasingly diversified across emerging markets, in particular, those in Asia. The world's third largest oil consumer will, however, not be able to replicate the strength of China's demand, with growth becoming increasingly diversified across emerging markets.

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Special Report 9-Nov-2018

Date

Commodity/ Currency Pairs

05/11/18

NCDEX DHANIYA

NOV

BUY

6120

05/11/18

NCDEX DHANIYA

NOV

Sell

-

05/11/18

NCDEX GUARGUM5

NOV

BUY

10150

NCDEX GUARGUM5

NOV

-

05/11/18

MCX GOLD

Dec

05/11/18

MCX GOLD

05/11/18

05/11/18

Target

Stop Loss

Remark

6150/6170/620 0

6030

TARGET HIT

-

-

-

10200/10250

10050

TARGET HIT

-

-

-

-

BUY

31670

31740/31790

31600

OPEN

Dec

SELL

31820

31750 31680

31880

TARGET HIT

MCX SILVER

Dec

SELL

-

-

-

NOT EXECUTED

MCX SILVER

Dec

BUY

38090

38180

38000

TARGET HIT

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

05/11/18

NIFTY

FUTURE

BUY

10540

10638/10713/1 0820

10480

OPEN

05/11/18

HPCL

FUTURE

BUY

240 - 243

248/252/257

234

NOT EXECUTED

05/11/18

Arvind

FUTURE

Sell

330-328

325/318/314

335

TARGET HIT

05/11/18

Bharat Forg

CASH

BUY

618/623/630

606

TARGET HIT

05/11/18

Contract Strategy

Entry Level

610-612

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Special Report 9-Nov-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOU S

MONDAY, NOV. 5 9:45 am

Markit services PMI final

Oct.

--

54.7

10 am

ISM nonmanufacturing index

Oct.

58.6%

61.6%

--

7.1 ln

--

$20 bln

213,000

214,000

2-2.25%

2-2.25%

TUESDAY, NOV. 6 Election Day 10 am

Job openings

Sept. WEDNESDAY, NOV. 7

3 pm

Consumer credit

Sept. THURSDAY, NOV. 8

8:30 am

Weekly jobless claims

2 pm

FOMC announcement

11/3

FRIDAY, NOV. 9 8:30 am

Producer price index

Oct.

0.2%

0.2%

10 am

Consumer sentiment

Nov.

99.1

98.6

10 am

Wholesale inventories

Sept.

--

1.0%

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