Special report-11-feb-19-epic-research

Page 1

Special Report

11–JAN-2019

Global markets at a glance Wall Street rallied for a fourth session on Wednesday, propelled by Apple, chipmakers and other trade-sensitive stocks after signs of progress in trade talks between the United States and China.The Dow Jones Industrial Average rose 0.39 percent to finish at 23,879.12 points, while the S&P 500 gained 0.41 percent to 2,584.96. The NasdaqComposite added 0.87 percent to 6,957.08.Asian shares began cautiously on Thursday, struggling to rise after a multi-day rally as markets await more news on USChina trade talks that have raised hopes of a deal to avert an all-out trade war.MSCI’s broadest index of Asia-Pacific shares outside Japan was a tad lower, trading not far off a near four-week high. Australian shares were down 0.2 percent, while Japan’s Nikkei eased 1.2 percent.Oil prices fell by 1 percent on Thursday on swelling US supply, although the mood in global markets was increasingly confident amid hopes the United States and China may soon end trade disputes that have undermined global economic growth.US West Texas Intermediate (WTI) crude oil futures were at $51.75 per barrel at 0113 GMT, down 61 cents, or 1.2 percent, from their last settlement.International Brent crude futures were down 1 percent, or 63 cents, at $60.81 per barrel. PREVIOUS DAY ROUNDOFF

The Sensex was down 52 points at 36,160, while the Nifty slipped over 21 points at 10,833. The market breadth was positive with 845 shares advancing, 640 shares declining, and 558 remaining unchanged. Shares of Ashok Leyland advanced 1% as the company bagged an order to provide buses to state transport corporations.Read moreShares of Vakrangee were trading 5% up on Thursday after the company provided updates on the Preliminary Findings of Ministry of Corporate Affairs, which stated that there were no irregularities over the auditor's resignation and stock trading matter 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

23939

-0.06

S&P500

2596

+0.45

NASDAQ

6986

+0.42

FTSE100

6942

+0.52

20322 26521

+0.79 +0.22

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

185.75

2.7

1.48

966.7

13.75

1.44

20,556.10

265.05

1.31

UPL

773.1

8.3

1.09

NTPC

148.1

1.55

1.06

CMP

Change

% Chg

232.9 1,565.90 285.05 820.2 129.9

-6.1 -35.85 -5.3 -15.1 -2.1

-2.55 -2.24 -1.83 -1.81 -1.59

Tata Motors Titan Company Eicher Motors

Top Losers Company

HPCL IndusInd Bank Bharti Infratel Grasim IOC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AARTIIND

1,554.95

47.55

3.18

ASTRAL

1,210.00

11.65

0.99

BATAINDIA

1,169.90

20.8

1.81

IOLCP

206.8

4.4

2.23

LINDEINDIA

774.9

53.9

7.84

Prev. Close

Change

%Chg

0.4

0.05

11.11

ARROWTEX

21.05

0

0

ASIANTILES BYKE CALSOFT

144.2 57.55 19.05

-3.95 -2.5 0.35

-2.64 -4.16 1.79

Stocks at 52 Week’s LOW Symbol

ANKITMETAL

Indian Indices Company

CMP

Change

% Chg

NIFTY

10821

-33.6

-0.31

SENSEX

36106

-106.41

-0.29

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Special Report

11–JAN-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. STAR [FUTURE ]

REPCOHOME Stock has given the breakout of the neckline of the double In Star on daily chart as well as weekly we have seen the bottom pattern on the daily chart with the good volumes trend line breakout & also asending triangle breakout .In and closed near to days high. We recommend buying last two trading session strong buying force by trader . above 430 for the target of 435 with the stop loss of 420 Derivative data also suggest that traders are bullish on this . Our recommendation is Buy in range 477-480 Target 487/493 SL 468

2. BHARAT FIN [FUTURE] In last hour our trading session we have seen buying in the stock . Closing of stock is above 50 days EMA with good volume . On daily chart stock is ready for breakout if nifty support . Our recommendarion is Buy in range 1010-1012 Target 1020/1030/1035 SL 995 .

MACRO NEWS 

To help mitigate portfolio concentration risks in equity exchange traded funds (ETFs) and index funds, capital market regulator SEBI on January 10 asked fund houses to have a wider basket of stocks while keeping in check the weightage of top stocks of the index.In a circular issued to all mutual funds and asset management companies, SEBI said an index used for equity ETFs or index funds should have at least 10 stocks as its constituents.

US President Donald Trump said on January 10 he will skip the annual international conference at Davos, Switzerland, if a government shutdown caused by the row over his demand for a US-Mexico wall isn't resolved.Trump is planning to attend the Davos meeting in just under two weeks, but said "if the shutdown continues, I won't go".Swaths of the US government have already been without funding for three weeks while Trump rows with opposition Democrats over his demand for them to authorize construction of hundreds of miles of wall along the Mexican border.

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Special Report

11–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,600

0.05 34,14,164

BANKNIFTY

CE

27,700

0.05 30,65,990

BANKNIFTY

CE

27,800

0.05 21,25,285

TCS

CE

2,000 14.75

8,315

TCS

CE

1,900 42.15

6,601

INDUSINDBK

CE

1,600 23.25

6,397

SBIN

CE

310

6.35

3,791

YESBANK

CE

200

7.55

3,585

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

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

Open Interest

20,53,460 Emkay Global Financial Services: Company appointed Suveer Chainani as Chief Executive Officer - Institutional 24,00,680 Clients Group 20,26,600 NIFTY FUTURE Nifty followed global market and started 13,30,250 with gap up but today PSU and Metal share made 7,99,000 pressure in market due to that whole day Nifty traded in 6,15,000 sideways and in last one hour it loosed almost fifty per cent gains in intraday. On daily chart it created bearish 47,64,000 candle since Nifty forming Open Broadening pattern so 77,49,000 we it will be buy in decline around 10850 with stop loss o 10770 for the target of 10920/10970. 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

27,500

0.1

36,09,402

17,63,500

PE

27,400

0.05

22,28,076

14,14,060

BANKNIFTY

PE

27,600

70

19,50,689

98,820

BANKNIFTY

PE

27,300

0.05

12,43,554

11,28,060

BANKNIFTY

PE

27,200

0.05

8,59,728

10,71,840

TCS

PE

1,800 17.85

6,036

11,36,250

TCS

PE

1,900 58.45

3,553

4,23,500

RELIANCE

PE

1,100

3,207

7,12,000

24

Tata Motors: JLR December sales down 6.4 percent to 52,160 units YoY.

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

51682

3809.87

47972

3349.39

398878

31476.85

460.4813

INDEX OPTIONS

2189187

129123.93

2164697

127874.85

727992

54781.09

1249.0744

STOCK FUTURES

207573

12377.69

215406

12744.15

1358275

82898.30

-366.4586

STOCK OPTIONS

120212

7125.50

119307

7089.91

124498

7282.46

35.5899 1378.687

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10885

10853

10827

10795

10770

BANKNIFTY

27802

27665

27576

27440

27351

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Special Report

11–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

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

COMMODITY ROUNDUP India's December retail inflation is expected to have eased to its lowest since June 2017 as food costs fell and fuel prices rose at a slower pace, according to a survey by Reuters.Inflation likely cooled to 2.20 per cent in December - close to the lower end of the Reserve Bank of India's medium-term target range of 2.0-6.0 per cent. In November, inflation was at 2.33 per cent.If the latest consensus is realised it will mark the fifth month in a row consumer price inflation has held below the mid-point of the RBI's target band. Forecasts ranged between 1.80 per cent and 3.00 per cent, and suggested price pressures are easing off from earlier in 2018.Cooling inflation expectations have also been driven by lower oil prices and a rupee currency that has managed to stabilise after a steep sell-off. Crude oil prices are down over 30 per cent since Oct 3, when it hit the highest in almost four years, and the rupee has bounced nearly 6 per cent after touching a lifetime low of 74.48 on Oct 11 Global demand for rubber is likely to rise about 2.5 percent in 2019 to more than 30 million metric tons, according to the International Rubber Study Group (IRSG).The IRSG's forecast - based on the International Monetary Fund's world outlook for the rubber industry and other scenarios represents a slight drop in demand growth for rubber from a 3.2-percent consumption increase last year.The Singapore -based industry trade group foresees growth in demand for both natural rubber and synthetic rubber of 2.6 and 2.4 percent, respectively.According to the IRSG data, global rubber consumption increased by around to 29.3 million tons in 2018. Natural rubber growth was pegged at 4.9 percent, to 13.9 million tons, and synthetic rubber growth at 1.7 percent, to 15.4 million tons. Co-operative Sugar mills in Maharashtra have written to Finance Minister seeking his intervention for the release of collateral Sugar held with the public sector banks (PSBs).The move is aimed to boost exports from the state which were stuck due to the difference in subsidy payment.Owing to lower credit availability from banks, Sugar exports from Maharashtra were under tremendous pressure. Sugar mills in the state have shipped only 184,000 tonnes of the commodity so far this season, out of the total allocated quantity of 1.5 million tonnes under the Minimum Indicative Export Quota (MIEQ).

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Special Report

11–JAN-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8380 TARGET 8395/8420/8440 SL 8320 SELL GUARGUM JAN BELOW 8100 TARGET 8085/8060/8040 SL 8160

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

Gold prices rose on Thursday as growing expectations that the U.S. Federal Reserve will pause its rate tightening cycle this year and an impasse between U.S. President Donald Trump and Democrats on funding for a border wall weighed on the dollar.Spot gold XAU= was up 0.2 percent at $1,295.83 per ounce as of 0730 GMT, hovering near Friday's peak of $1,298.42 - a level last seen in mid-June.U.S. gold futures GCv1 gained 0.4 percent to $1,297.20 per ounce.Minutes from the Fed's Dec. 18-19 policy meeting showed that several policymakers said they could be patient about future interest rate hikes. is getting a bit of support out of a dovish Fed and institutional instability in the U.S. We have got the markets pricing in the possibility of a Fed rate cut than a hike in the year ahead," said Kyle Rodda, a market analyst at IG, Australia."That resulted in lower (Treasury) yield, especially after the Fed minutes, which gave the U.S. dollar a bit of a kick down. There is a chance of prices breaking the resistance at $1,300 with the present sentiment. "Falling Treasury yields can translate into less demand for the dollar since the currency is used to buy bonds, a traditional safe-haven.The dollar index .DXY , which tracks the greenback against major currencies, fell to its lowest level in nearly three months. Gold is highly sensitive to declining interest rates which decrease the opportunity cost of holding the non-yielding bullion while pressuring the U.S. currency.Meanwhile, Trump walked out of talks with Democratic congressional leaders on Wednesday over funding for a border wall with Mexico and reopening the government, saying the meeting in the White House was "a total waste of time".

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Special Report

11–JAN-2019

RBI Reference Rate Currency Rupee- $ Euro

Rate Currency

Rate

706425 Yen

64.97

80.99 GBP

90.02

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

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Special Report

11–JAN-2019

Date

Commodity/ Currency Pairs

10/1/19

NCDEX DHANIYA

JAN

BUY

6020

10/1/19

NCDEX DHANIYA

JAN

Sell

10/1/19

NCDEX GUARGUM5

JAN

10/1/19

NCDEX GUARGUM5

10/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6035/6055/60 80

5960

NOT EXECUTED

6000

5985/5960/59 40

6060

TARGET

BUY

8380

8395/8420/84 40

8320

TARGET

JAN

SELL

8350

8335/8320/82 90

8410

TARGET

MCX GOLD

JAN

BUY

31790

31840 31940

31720

10/1/19

MCX GOLD

JAN

SELL

31700

31650 31550

31770

10/1/19

MCX SILVER

MAR

BUY

39460

39600 39800

39260

NOT EXECUTED

10/1/19

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

10/1/19

NIFTY

FUTURE

BUY

10850

10920/10970

10750

OPEN

10/1/19

STAR

FUTURE

BUY

477-480

487/493

468

OPEN

10/1/19

BHARAT FIN

FUTURE

BUY

1010-1012

1020/1030/10 35

995

NOT EXECUTEED

10/1/19

REPOHOME

CASH

BUY

430

435

420

NOT EXECUTEED

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Special Report

11–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%

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