Special-Report-10-APR-2019-Epic-Research

Page 1

Special Report 10 –APR -2019

Global markets at a glance Trade-sensitive industrials dragged Wall Street lower on Tuesday as tensions over tariffs between the United States and its European trading partners went from simmer to boil and the IMF lowered its global growth outlook. All three major US stock indexes finished the session in the red, with the S&P 500 ending its eight-day rally.The Dow Jones Industrial Average fell 190.44 points, or 0.72 percent, to 26,150.58, the S&P 500 lost 17.57 points, or 0.61 percent, to 2,878.2 and the Nasdaq Composite dropped 44.61 points, or 0.56 percent, to 7,909.28 Asian shares stepped back from eight-month highs on Wednesday as the IMF lowered its global growth outlook and as tensions over tariffs between the United States and Europe escalated.MSCI’s broadest index of Asia-Pacific shares outside Japan dropped 0.1 percent, a day after it hit eight-month highs while Japan’s Nikkei lost 0.9 percent.Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 33 points or 0.28 percent. Nifty futures were trading around 11,717-level on the Singaporean Exchange. Oil prices edged back towards five-month highs on Wednesday, supported by ongoing supply cuts by producer club OPEC and US sanctions against oil.International benchmark Brent futures were at USD 70.83 per barrel at 0056 GMT, up 22 cents, or 0.3 percent, from their last close. PREVIOUS DAY ROUNDOFF Indian equity markets showed resilience, recovering entire loses of the last trading session.Nifty & Bank Nifty posted strong gains led by ICICI Bank, closing ~2.5% higher. Nifty Private Bank index outperformed the benchmark index by ~0.5%. Yes Bank was among the top F&O gainers, adding fresh long positions.Nifty Midcap 50 index underperformed the benchmark index as market breadth ended in the favour of the declines with advance/decline ratio closing at 1:1x Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+21.05pts], Consumption[+12.10ts],PSE[+24pts],CPSE [+23.15pts],Energy[+84.95pts],FMCG[+214.8pts],Auto [+96.50pts],Pharma[+89.40pts],IT[+93.35pts],Metal[+31.95 pts],Realty[+3.80pts], Fin Serv sector[+64.05pts].

World Indices Index

Value

% Change

DJI

26150

-0.72

S&P500

2892

+0.46

NASDAQ

7909

-0.56

FTSE100

7425

-0.35

21659 30030

-0.66 -0.42

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Yes Bank

270.6

10.55

4.06

Wipro

273.8

10.1

3.83

Tata Motors

205.9

5.35

2.67

ICICI Bank

397.15

10.05

2.6

Bajaj Auto

2,924.80

71.45

2.5

CMP

Change

% Chg

1,444.85 Asian Paints 831.75 Indiabulls Hsg 351.6 Bharti Airtel 760.6 Infosys 1,098.55 Titan Company Stocks at 52 Week’s HIGH

-51.5

-3.44

-27.6

-3.21

-3.35

-0.94

-6.65

-0.87

-5.85

-0.53

Top Losers Company

Symbol

Prev. Close

Change

%Chg

BALAXI

53.25

2.5

4.93

4.45

0.2

4.71

HDFC

2,073.00

12.1

0.59

ICICIGI

1,079.00

25.9

2.47

773

-6.45

-0.84

Prev. Close

Change

%Chg

ANGIND

0.85

0

0

ATNINTER

0.05

-0.05

-50

CANDC DNAMEDIA GEMINI

9.2 1 0.15

-0.4 -0.05 0

-4.15 -4.76 0

BILENERGY

INFY

Stocks at 52 Week’s LOW Symbol

Indian Indices Company

CMP

Change

% Chg

NIFTY

11671

+67.45

+0.58

SENSEX

38939

+238

+0.62

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Special Report 10 –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 1698 Target 1706/1720 Sl below 1690. Stock is moving above all its important moving averages like 50,100 & 200 DEMA.

MACRO NEWS 

President Donald Trump said April 9 he'll put tariffs on USD 11 billion worth European Union cheese, wine and other goods to retaliate for what Washington says are improper subsidies to Airbus. The office of the US trade representative late Monday released a preliminary list of EU goods facing additional duties that includes everything from aircraft and aircraft parts to cheese, wine and olives. The list is subject to public comment in anticipation of an expected World Trade Organization ruling this summer that would be favorable to the U.S. in a pending arbitration case.

The government has managed to meet the revised fiscal deficit target of 3.4 per cent of the GDP after it cut last minute expenditure and rolled over fuelsubsidies to make up for the shortfall in tax collection. The interim Budget presented in February revised upward the fiscal deficit target to 3.4 percent from 3.3 percent of GDP estimated earlier for 201819.According to sources, the revised target has been met with the help of expenditure savings and other measures including the rollover of the fuel subsidy. As a result.

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Special Report 10 –APR -2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

30,000 299.9

7,32,290

4,98,760

BANKNIFTY

CE

30,100 227.6

BANKNIFTY

CE

30,200 169.9

ASHOKLEY

CE

95

2

RELIANCE

CE

1,400

15.3

RELIANCE

CE

1,360

28.4

TCS

CE

2,100

57.7

YESBANK

CE

280

9.25

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST

Avenue Supermarts: Company raised Rs 50 crore via 1,99,700 commercial papers. 6,00,244 4,95,680 Ashok Leyland: Promoter pledged 1.33 percent stake in 8,339 70,48,000 the company. 8,041 24,92,000 7,284 12,95,000 NIFTY FUTURE NIFTY -On weekly chart Nifty close with green candle,during this week nifty was traded in a 6,816 7,14,750 brode range of 235 points. On Nifty we may expect 6,598 67,44,500 new all time high will see before starting first phase of election April 17,2019 . In last week FII infuse more than 5,823 2,83,500 6000 cr & selling by DII in cash Rs 435 cr, which was less Traded Open as we compare to last week data . After analysis of data Volume Interest suggest that 11500-11600 work as support & OI addtion (Contracts) seen in 11700-11800 works as resistance . Our 6,24,706 4,66,320 recommendation is to Buy Nifty 50 in the range 117005,64,496 6,48,480 11750 Target 11800/11900 SL below 11600. 6,72,688

Symbol

Optio Strike n Price Type

BANKNIFTY

PE

29,700

BANKNIFTY

PE

29,800 48.55

BANKNIFTY

PE

29,500

20.7

5,51,118

6,62,280

RELIANCE

PE

1,300

14

5,272

10,37,500

RELIANCE

PE

1,320

20.5

4,570

8,23,500

TATASTEEL

PE

540

7.1

4,411

5,15,646

TATAMOTORS PE

200

4.15

3,497

32,26,000

IBULHSGFIN

800

28.2

3,293

7,42,000

PE

LTP

35

Info Edge: Company has invested through its whollyowned subsidiary Rs 6 crore in Bizcrum Infotech Private Ltd.

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

32133

2502.42

37841

2714.04

240280

19178.40

-211.6197

INDEX OPTIONS

2541036

169965.85

2535145

169579.99

892864

70118.52

385.8576

STOCK FUTURES

179575

11091.11

182036

11319.09

1383520

89865.34

-227.9867

STOCK OPTIONS

93826

5794.49

93730

5774.43

109361

6870.88

20.0653 -33.6835

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11756

11714

11641

11599

11527

BANKNIFTY

30455

30284

29994

29823

29532

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Special Report 10 –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 10 –APR -2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 8955 TGT 8985/9045/9095 SL BELOW 8905 SELL GUARGUM APR BELOW 8909 TGT 8790/8730/8680 SL ABOVE 8870

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 7167 TGT 7182/7242/7312 SL BELOW 7137 SELL DHANIYA APRIL BELOW 7015 TGT 7000/6940/6870 SL ABOVE 7075

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

In March 2019, the International Coffee Organization (ICO) composite indicator fell by 3.1 per cent to 97.50 US cents per pound, the lowest monthly average since October 2006, when the price was 95.53 US cents per pound.The ICO reports that price movements for all group indicators have fallen, contributing to the low composite indicator.Prices for Brazilian Naturals decreased 4.2 per cent to 95.81 US cents per pound, which is the lowest price for this group since July 2006.Colombian Minds declined 2.1 per cent to 125.23 US cents per pound with Other Minds fell 3.6 per cent to 123.89 US cents per pound.On the production side, Central America and Mexico is estimated to decline 0.5 per cent to 21.72 million bags, accounting for the fall in Other Milds group exports this coffee year.Similarly, output in Asia and Oceania is estimated to decrease two per cent to 48.18 million bags, due to lower than expected yields.Vietnam’s exports in February 2019 fell 22.7 per cent to 1.7 million bags compared to February 2018. The ICO reveals that Africa’s production is to remain stable at 17.74 million bags, which is an increase of 1.4 per cent. This reflected growth is due to its shipments in the first five months of coffee year 2018/19, which doubled to 617,241 bags, reflecting the ample supply of coffee on the international market.World production in coffee year 2018/19 is estimated at 168.05 million bags while consumption is estimated at 164.99 million bags, creating a surplus of 3.06 million bags. This follows a surplus of 4.16 million bags in coffee year 2017/18.Prospects of a large offyear crop from Brazil and increased exports in each month of 2018/19 compared to the previous year are contributing to the sustained low prices.

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Special Report 10 –APR -2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

69.51 Yen

62.5250

78.5625 GBP

90.9750

Euro

Rate

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 69.6 TGT 69.7/69.8 SL BELOW 69.4 SELL USDINR BELOW 69.4 TGT 69.3/69.2 SL ABOVE 69.6

GBP/IN TRADING STRATEGY: BUY GBPINR ABOVE 91.3 TGT 91.4/91.5 SL BELOW 91.10 SELL GBPINR BELOW 90.9 TGT 90.8/90.7 SL ABOVE 91.10

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. 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 10 –APR -2019

Date

Commodity/ Currency Pairs

09/04/19

NCDEX DHANIYA

APR

BUY

7316

09/04/19

NCDEX DHANIYA

APR

Sell

09/04/19

NCDEX GUARGUM5

APR

09/04/19

NCDEX GUARGUM5

09/04/19

Contract Strategy

Entry Level

Stop Loss

Remark

7331/7391/7461

7286

NOT EXECUTED

7144

7129/7069/6999

7174

TARGET

BUY

9020

9050/9110/9160

8970

NOT EXECUTED

APR

SELL

8909

8879/8819/8769

8959

TARGET

MCX GOLD

JUN

BUY

32155

32200/32250

32050

SL HIT

09/04/19

MCX GOLD

JUN

SELL

32000

31950/31900

32100

NOT EXECUTED

09/04/19

MCX SILVER

JUL

BUY

38500

38550/38600

38400

TARGET

09/04/19

MCX SILVER

JUL

SELL

38450

38400/38300

38550

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

09/04/19

NIFTY

FUTURE

BUY

11700-11750

11800/11900

10900

TARGET

09/04/19

JINDAL STEEL

FUTURE

BUY

185-187

190-195

182

SL HIT

09/04/19

KSCL

FUTURE

BUY

475

480

460

NOT EXECUTED

09/04/19

REPOHOME

CASH

BUY

465

470/490

460

NOT EXECUTED

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Special Report 10 –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 10 –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: 2019-04-10 09:20+05:30

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