Special report-11-dec-2018-epic-research

Page 1

Special Report

11-Dec-2018

Global markets at a glance

World Indices

Global stocks extended their slump on Monday, with US equity futures and Asian shares sliding on worries over slowing growth and fears that a fresh flare-up in tensions between Washington and Beijing could quash any chances of a trade deal. Traders returned from the weekend to face a growing wall of worry, with the world’s largest economies — the United States, China and Japan — all reporting weaker-than-expected data which point to moderating activity.

Index

Value

% Change

DJI

24388.95

-2.24

S&P500

2633.08

-2.33

NASDAQ

7020

+0.74

FTSE100

6721

-0.83

21149 25696.89

-0.33 -1.41

NIKKEI HANG SENG

Top Gainers Company

S&P futures were down 0.7 percent and the Dow futures lost 0.8 percent early in the Asian day. MSCI’s broadest index of Asia-Pacific shares outside Japan lost 0.7 percent, stooping to a two-week low. Australian stocks fell 1.7 percent, brushing its lowest level since December 2016, and South Korea’s KOSPI were down 1.4 percent. Japan’s Nikkei shed 2 percent. Data early in the session showed the economy contracted the most in over four years in the third quarter as capital expenditure tumbled. PREVIOUS DAY ROUNDOFF It’s a gap-down start to the market on Tuesday morning as investors turned wary of a shock resignation by RBI Governor Urjit Patel. Additionally, uncertainty around results to state elections added to their woes. The Sensex is down 482.68 points or 1.38% at 34477.04, while the Nifty is lower by 116.70 points or 1.11% at 10371.80. The market breadth is negative as 90 shares advanced, against a decline of 418 shares, while 16 shares were unchanged.Among sectors, banks, automobiles, energy, consumption, and metals are the top losers. The Nifty Midcap index is down over a percent as well. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-46.4pts], Consumption[-66.45pts],PSE[-22.9pts],CPSE[17.15pts],Energy[-332.85pts],FMCG[-433.05pts],Auto[65.05pts],Pharma[-153.3pts],IT[-205.9pts],Metal[30.45pts],Realty[-6.65pts], Fin Serv sector[-264.95pts].

CMP

Change

% Chg

IOC

134.35

4.60

3.55

BPCL

330.25

4.85

1.49

HPCL

226.70

1.90

0.85

Coal India

238.15

1.40

0.59

7,350.50

36.55

0.50

CMP

Change

% Chg

1,198.35 686.60 3,776.55 1,090.25 359.15

-81.30 -30.25 -155.95 -43.55 -14.30

-6.35 -4.22 -3.97 -3.84 -3.83

Maruti Suzuki

Top Losers Company

Kotak Mahindra Indiabulls Hsg UltraTechCement Reliance Adani Ports

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

677.45

-4.35

-0.64

LIQUIDETF

1000

-0.01

0

MUTHOOTFIN

471.3

-4.3

-0.91

TATASTLBSL

27.15

4.35

16.02

333.75

-6.75

-2.02

Prev. Close

Change

%Chg

71.25

-2.4

-3.37

2.6

-0.05

-1.92

172.8 169.95 23.55

-6.25 1.05 -1.15

-3.62 0.62 -4.88

LINDEINDIA

TIINDIA

Stocks at 52 Week’s LOW Symbol

ABAN ADHUNIK ADVENZYMES AGARIND AIFL

Indian Indices Company

CMP

Change

% Chg

NIFTY

10488.45

-205.25

-1.92

SENSEX

34959.72

-713.53

-2.00

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Special Report

11-Dec-2018

RECOMMENDATIONS [FUTURE] 1. KOTAK BANK (FUTURE) Last trading session we seen strong selling pressureand losing aroud 200 pints and made low of 10500 and assembly election result is a big key for makret direction so next session will be also volatile where exit pole is also confused so becautious and trade nifty after result day. Technically Nifty is bearish trend so we will advise to sell it on rise around 10850-1090 with stop loss of 11200 for the target of 10700 10500.

2. LICHSGFIN [FUTURE] .Stock is looking bearish on the daily chart and it also formed flag pattern on the daily chart, we expect it should give a breakout toward the downside. We recommend selling below 417 for the target of 410 with the stop loss of 422.

STOCK RECOMMENDATION [CASH] REPCOHOME (Cash) Stock is showing weakness on the daily chart and trading at the support level and we expect it should break the support level on the daily chart ahead of the weak market. We recommend selling below 323 for the target of 318 with the stop loss of 328

MACRO NEWS  Opinion | Assembly Elections 2018: The moment of electoral reckoning is here Post the December 11 results, one person who will be watched keenly and wooed by both the BJP and the Congress, over the next few months, will be Bahujan Samaj Party (BSP) chief Mayawati 

Urjit Patel has resigned as the Reserve Bank of India (RBI) governor, nine months before his tenure was to end in September 2019, ending a 27-month long stint at Mint Street rocked by a testy debate on the central bank’s autonomy. Bank Nifty has a clearer long bias on the chart than Nifty, so trader looking for a long opportunity should prefer Bank Nifty, says Shabbir Kayyumi of Narnolia Financial AdvisorsThe timing of Patel's resignation is crucial. It comes four days ahead of the RBI’s scheduled board meeting on December 14, slated to discuss several contentious issues. Patel has cited “personal reasons”, but it is anybody’s guess why he chose to pull the plug.

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Special Report

11-Dec-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,000

46.9

2,70,124

6,78,060

BANKNIFTY

CE

26,700 102.95

2,18,795

BANKNIFTY

CE

26,800

79.8

2,17,431

NIFTY

CE

10,700 96.65

1,32,093

RELIANCE

CE

1,140

15.2

6,869

KOTAKBANK

CE

1,300

19.4

6,221

RELIANCE

CE

1,160 10.55

6,120

RELIANCE

CE

1,200

5,216

5.15

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

Optio Strike n Price Type

BANKNIFTY

PE

25,500

BANKNIFTY

PTC India: Ramesh Narain Misra and Atmanand are 2,01,560 appointed as 3,08,140 NIFTY FUTURE Last trading session we seen strong 30,15,225 selling pressureand losing aroud 200 pints and made low 9,63,500 of 10500 and assembly election result is a big key for 8,30,400 makret direction so next session will be also volatile where exit pole is also confused so becautious and trade 10,22,000 nifty after result day. Technically Nifty is bearish trend so 16,64,000 we will advise to sell it on rise around 10850-1090 with stop loss of 11200 for the target of 10700 10500. 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

133

2,91,687

5,14,320

PE

26,000 270.3

2,66,473

4,31,380

BANKNIFTY

PE

25,000 63.15

1,51,769

5,04,480

NIFTY

PE

10,500

193

1,21,487

37,88,100

KOTAKBANK

PE

1,200 45.85

6,708

4,16,800

RELIANCE

PE

1,080 31.95

5,760

4,20,000

RELIANCE

PE

1,060 24.25

5,105

6,16,000

KOTAKBANK

PE

1,100

4,124

4,91,200

15

GMR Infrastructure: Subsidiary raised Rs 225.6 crore through CCDs for investment in GMR Bajoli Holi Hydropower Pvt 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

48226

3290.11

40669

2673.38

356821

27184.46

616.7323

INDEX OPTIONS

869019

52056.42

873340

52284.27

766296

55893.19

-227.8523

STOCK FUTURES

232773

13346.10

225103

12491.22

1473484

83929.80

854.8724

STOCK OPTIONS

117841

7136.06

118284

7129.22

118298

6400.13

6.8438 1250.5962

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10590

10539

10506

10455

10422

BANKNIFTY

26434

26268

26170

26004

25906

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Special Report

11-Dec-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 32000 TGT 32050/32150 SL BELOW 31800 SELL GOLD BELOW 31800 TGT 31700/31600 SL ABOVE 31950

COMMODITY ROUNDUP Gold traded firm near a five-month peak hit early on Monday, supported by a disappointing US jobs data that fuelled speculation that the Federal Reserve may stop raising interest rates sooner than expected. Spot gold was steady at $1,247.80 per ounce, as of 0103 GMT, after hitting its highest since July 11 at $1,250.55 earlier in the session. US gold futures were up 0.2 per cent at $1,254.6 per ounce. The dollar slipped against the yen and the euro, while stocks extended their slump as worries over US-China trade tensions battered investor sentiment.Nonfarm payrolls increased by 155,000 jobs in November, while economists polled by Reuters had forecast payrolls increasing by 200,000 jobs. The US central bank is flagging a turning point in monetary policy, as a Fed policymaker on Friday backed interest rate hikes in the "near term" but nodded to increasingly less certainty ahead .

SILVER TRADING STRATEGY: BUY SILVER ABOVE 38500 TGT 38600/38750 SL BELOW 38300 SELL SILVER BELOW 38000 TGT 37850/37600 SL ABOVE 38200

Gold was sold at a discount last week in India for the first time in a month as a rebound in local prices prompted jewellers to postpone purchases, while demand improved in top consumer China due to seasonal buying. Production at Randgold's Loulo gold mine in Mali has been on hold since Wednesday due to a dispute over pay, the head of the industry and mines union SECNAMI told Reuters. Oil prices rose on Monday, extending gains from Friday when producer club OPEC and some non-affiliated producers agreed a supply cut of 1.2 million barrels per day (bpd) from January. Despite this, the outlook for next year remains muted on the back of an economic slowdown. International Brent crude oil futures were at $62.21 per barrel at 0218 GMT, up 54 cents, or 0.9 per cent, from their last close. Prices surged on Friday after the Organisation of the Petroleum Exporting Countries (OPEC) and some nonOPEC producers including heavyweight Russia announced they would cut oil supply by 1.2 million bpd, with an 800,000 bpd reduction planned by OPEC-members and 400,000 bpd by countries not affiliated with the group. Oil prices have been pulled down sharply since October by signs of an economic slowdown, with Brent losing almost 30 per cent in value.

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Special Report

11-Dec-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 8700 TARGET 8715/8735/8760 SL 8640 SELL GUARGUM ABOVE DEC 8600 TARGET 8585/8565/8540 SL 8660

NCDEX INDICES Index

Value

% Change

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

1825 5508 4463 6700 1956 4410

0.72 0.62 -1.5 2.09 2.87 1.68

18540

0.14

4095 3305 6100

1.89 0.85 -2.43

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6580 TARGET 6805/6830/6845 SL 6720 SELL DHANIYA DEC ABOVE 6500 TARGET 6485/6470/6440 SL 6560

Indian Commodity Exchange (ICEX), the Mumbaibased online commodity derivatives platform that took over the National Multi Commodity Exchange (NMCE) in August, will add black pepper and cardamom to its list of traded commodities. The exchange, which has begun trading in diamond, steel and rubber, plans to expand into plantation commodities. We will launch black pepper contracts next month, followed by cardamom contracts, a top official of ICEX said in a statement. Trading in black pepper futures on a national exchange was stopped some years ago after the seizure of mineral oil-contaminated pepper from warehouses. At a meeting ICEX held with the black pepper traders, it was suggested that the trading lot and delivery unit of pepper contracts be changed from 100 kg to 1 tonne. “ICEX will endeavour to make rubber and pepper prices, discovered by hundreds of small Indian traders sitting in Kottayam, Ernakulam, Pala, Kushalnagar and Hassan, become global price benchmarks and establish Indian prices internationally,� the official said. NMCE used to conduct futures trading in rubber. Russian and Chinese shipping companies were pitching to facilitate India-Iran trade, the source said. Under U.S. sanctions, India will be allowed to export farm commodities, food, medicines, and medical devices to Iran. However, items such as petroleum and petrochemical products, automobiles, steel, precious metals and graphite are not allowed to be exported to Tehran. Indian traders have cancelled some export contracts of soyabean, estimated at about 1 lakh tonnes, due to the appreciation in the rupee.However, with Iran emerging as an unexpected buyer of Indian soyameal, the industry has been able to maintain a good pace of soyameal exports in the first quarter which began in October.

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Special Report

11-Dec-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.3257 Yen

63.43

Euro

81.5738 GBP

90.9108

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.50 TARGET 71.62/71.75 SL 71.35 SELL USDINR FUTURE BELOW 71.40 TARGET 71.28/71.15 SL 71.55

GBP/INR TRADING STRATEGY: BUY GBPINR DEC ABOVE 90 .80 TGT 90.92/ 91.05 SL 90.65 SELL GBPINR DEC BELOW 90.60 TGT 90.48 90.35 SL 90.75

Indian bonds and currency markets weakened on Monday after exit polls showed mixed results for Prime Minister Narendra Modi's ruling party at the recently held crucial state elections, and on higher oil prices after OPEC members and allies agreed to reduce output on Friday. The rupee INR=D4 fell to 71.41 to the dollar, weakest since Nov. 20 and down from Friday's close of 70.80, while the 10-year benchmark bond yield IN071728G=CC rose to 7.50 percent from 7.46 percent.Singapore Nifty futures SINc1 were also down 1.30 percent, indicating a weak opening for Indian stock markets."The exit polls are mixed, but we don't want to take any risk before actual results are out given that oil is also up," said a trader at a foreign bank. "Sentiment will remain cautious until state election results are out (on Tuesday)." The dollar slipped against the yen and the euro on Monday after soft U.S. payrolls data fuelled speculation that the Federal Reserve may stop raising interest rates sooner than previously expected.The British pound also was on the defensive as Prime Minister Theresa May's deal to exit the European Union looks set to be rejected by parliament on Tuesday, while the Chinese yuan dipped in offshore trade following weak trade and inflation data over the weekend. "We have rising tensions between the United States and China over Huawei and the Brexit vote in the UK parliament. The risk-off mood is likely to prevail for now," said director of forex at Societe Generale (PA:SOGN).The dollar slipped 0.2 percent against the yen to 112.52 JPY= , edging near Thursday's 5 1/2-week low of 112.23. U.S. non-farm payrolls increased by 155,000 jobs last month, below economists' median forecast of 200,000 jobs.Some Fed policymakers have struck a cautious tone about the economic outlook, possibly flagging a turning point in its monetary policy.Federal Reserve Governor Lael Brainard said on Friday the economic picture was broadly positive but that risks were growing overseas and in the corporate debt markets at home.

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Special Report

11-Dec-2018

Date

Commodity/ Currency Pairs

10/12/18

NCDEX DHANIYA

DEC

BUY

6580

10/12/18

NCDEX DHANIYA

DEC

Sell

10/12/18

NCDEX GUARGUM5

DEC

10/12/18

NCDEX GUARGUM5

10/12/18

Contract Strategy

Entry Level

Stop Loss

Remark

6805/6830/68 45

6720

TARGET

6500

6485/6470/64 40

6560

NOT EXECUTED

BUY

8700

8715/8735/87 60

8640

NOT EXECUTED

DEC

SELL

8600

8585/8565/85 40

8660

NOT EXECUTED

MCX GOLD

DEC

BUY

31600

31650/31800

31450

TARGET

10/12/18

MCX GOLD

DEC

SELL

31400

31350/31380

31525

NOT EXECUTED

10/12/18

MCX SILVER

DEC

BUY

38000

38070/38150

37875

TARGET

10/12/18

MCX SILVER

DEC

SELL

37800

37750/37700

37950

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

10/12/18

NIFTY

FUTURE

SELL

10750

10720/10700/ 10650

10770

NOT EXECUTED

10/12/18

GAIL

FUTURE

SELL

334

330/328

338

TARGET

10/12/18

BHARAT FORG

FUTURE

SELL

500

494/490

505

STOP LOSS

10/12/18

GAIL

CASH

SELL

334

330/328

338

TARGET

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Special Report

11-Dec-2018

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

REPORT

FORECAST

PREVIO US

Oct.

--

7.0 mln

Nov.

0.0%

0.6%

WEDNESD WEDNESDAY, DEC. AY, DEC. 12 12

WEDNESDAY, DEC. 12

WEDNE SDAY, DEC. 12

PERIOD

ACTUAL

MONDAY, DEC. 10 10 am

Job openings

TUESDAY, DEC. 11 8:30 am

Producer price index

WEDNESD WEDNESDAY, DEC. 12 AY, DEC. 12 8:30 am 8:30 am

Core CPI

Nov.

0.2%

0.2%

2 pm

Federal budget

Nov.

--

$139bln

THURSDAY THURSDAY, DEC. 13 , DEC. 13

THURSDA THURSDAY, THURSDAY, DEC. 13 Y, DEC. 13 DEC. 13

THURSD AY, DEC. 13

--

0.5%

FRIDAY, DEC. 14

FRIDAY, DEC. 14

0.1%

0.8%

8:30 am 8:30 am

Import price index

Nov.

FRIDAY, DEC. 14

FRIDAY, DEC. 14

FRIDAY, DEC. 14

9:45 am

8:30 am 9:45 am

Markit manufacturing index flash

Retail sales Markit services index flash

Nov. Nov.

Nov.

FRIDAY, DEC. 14 --

55.7

--

54.8

8:30 am

Retail sales ex-autos

Nov.

0.2%

0.7%

9:15 am

Industrial production

Nov.

0.4%

0.1%

9:15 am

Capacity utilization

Nov.

78.6%

78.4%

Factory orders

Oct.

-2.0%

0.7%

10 am 10 am

The

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