Special report-12-dec-2018-epic-research

Page 1

Special Report

12-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

24540

+0.84

S&P500

2636

-0.036

NASDAQ

7031

+0.16

FTSE100

6806

+1.27

21149 25696.89

-0.33 -1.41

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 Decembe PREVIOUS DAY ROUNDOFF The Indian stock markets staged a stellar comeback after opening gap down and witnessing an extremely volatile trading session on Tuesday.The Nifty recovered mover than 200 points from its low point of the day and managed to close up 60 points at 10,549. Bank Nifty too closed 60 points higher at 26,163 led by strong gains in PSU banking stocks. The broader markets also posted strong gains with the Nifty Midcap 100 and Nifty Smallcap 100 indices closing 1.67% and 1.82% higher, respectively.Furthermore, all sectoral indices on the NSE managed to close in the green in Tuesday’s trade. Tracking the derivative data points, Nifty and Bank Nifty Futures witnessed a surge in open interest, mainly fresh long positions. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+0.66pts], Consumption[+1.13pts],PSE[-0.35pts],CPSE[0.72pts],Energy [0 .3 8 pt s] ,FM C G[1 .2 0 p ts], Auto [+0 .7 1 pts ],P h arm a [2.48pts],IT[+1.11pts],Metal[+0.63pts],Realty[+0.04pts], Fin Serv sector[+0.49pts].

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Yes Bank

177.85

12.2

7.36

Sun Pharma

422.3

23.3

5.84

Asian Paints

1,323.60

49.4

3.88

933.15

26.05

2.87

478.9

12.75

2.74

CMP

Change

% Chg

220.1 131.95 290.25 2,059.55 326.75

-6.6 -2.4 -4.7 -29.2 -3.5

-2.91 -1.79 -1.59 -1.4 -1.06

Titan Company Zee Entertain

Top Losers Company

HPCL IOC Bharti Airtel HDFC Bank BPCL

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

10549

60.7

0.58

SENSEX

35150

190

0.54

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Special Report

12-Dec-2018

RECOMMENDATIONS [FUTURE] 1. KOTAK BANK (FUTURE) Stock has shown a tiny correction on the daily chart with average volumes and closed near to 200 EMA on the daily chart. It should take a reversal from here and it is also trading at 200 EMA on the hourly chart. But, still we recommend because of election outcome sell from the current level for the target of 1220 with the stop loss of 1235 Target 1200/1185/1280.

2. LIC HOUSING Stock is looking Bullish on the daily chart and it also formed bullish engulfing pattern on the daily chart, we expect it should give a breakout toward the upside. We recommend selling buy 440 for the target of 450 /455 with the stop loss of 430.

STOCK RECOMMENDATION [CASH] KOTAK BANK (Cash) Stock has shown a tiny correction on the daily chart with average volumes and closed near to 200 EMA on the daily chart. It should take a reversal from here and it is also trading at 200 EMA on the hourly chart. But, still we recommend because of election outcome sell from the current level for the target of 1220 with the stop loss of 1235 Target 1200/1185/1280.

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

12-Dec-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

26,500

66.8 10,17,637

6,84,240

BANKNIFTY

CE

26,200 176.05

7,52,502

BANKNIFTY

CE

26,400

95

7,07,961

RELIANCE

CE

1,100 28.65

16,135

RELIANCE

CE

1,120 20.45

11,064

RELIANCE

CE

1,140 13.85

YESBANK

CE

180

14

HDFCBANK

CE

2,100

23

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

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

PTC India: Ramesh Narain Misra and Atmanand are 3,07,660 appointed as 2,86,780 NIFTY FUTURE 10,79,500

6,83,000 Last trading session we seen strong Buying from lower 9,442 11,19,000 level . Assembly election result is a big key for makret direction so Technically Nifty is bearish trend so we will 6,953 96,35,500 advise to sell it on rise around 10550 with stop loss of 5,881 3,64,000 10700 for the target of 10480/10420/10380. Election result & global factor is not in favaur of market. 5,823 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

PE

25,500 37.95

8,24,051

9,08,980

BANKNIFTY

PE

25,000 13.55

7,47,057

10,30,620

BANKNIFTY

PE

26,000

116

4,16,314

4,67,740

RELIANCE

PE

1,060

14.2

8,945

7,49,000

RELIANCE

PE

1,040

10.1

7,698

4,07,000

RELIANCE

PE

1,000

5.15

6,632

9,66,000

RELIANCE

PE

1,080

21

6,078

5,30,500

RELIANCE

PE

1,020

7

5,048

4,78,500

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

65460

4270.68

70976

4906.63

342376

25849.79

-635.9461

INDEX OPTIONS

3235015

192211.45

3233855

192167.77

856835

61029.27

43.6855

STOCK FUTURES

284175

15614.35

273056

14942.35

1474521

83406.86

672.0079

STOCK OPTIONS

170339

9766.10

170087

9771.98

135933

7441.89

-5.8831 73.8642

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10716

10633

10483

10399

10250

BANKNIFTY

26625

26394

25996

25765

25367

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Special Report

12-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

12-Dec-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8700 TARGET 8715/8735/8760 SL 8640 SELL GUARGUM ABOVE JAN 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 JAN ABOVE 6630 TARGET 6645/6660/6680 SL 6570 SELL DHANIYA JAN ABOVE 6610 TARGET 6595/6575/6565 SL 6670

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

12-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

12-Dec-2018

Date

Commodity/ Currency Pairs

11/12/18

NCDEX DHANIYA

DEC

BUY

6580

11/12/18

NCDEX DHANIYA

DEC

Sell

11/12/18

NCDEX GUARGUM5

DEC

11/12/18

NCDEX GUARGUM5

11/12/18

Contract Strategy

Entry Level

Stop Loss

Remark

6595/6615

6520

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

32000

32050/32150

31800

TARGET

11/12/18

MCX GOLD

DEC

SELL

31800

31700/31600

31950

TARGET

11/12/18

MCX SILVER

DEC

BUY

38500

38600/38750

38300

NOT EXECUTED

11/12/18

MCX SILVER

DEC

SELL

38000

37850/37600

38200

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

11/12/18

NIFTY

FUTURE

SELL

10850-10900

10700/10500

11200

NOT EXECUTED

11/12/18

KOTAK BANK

FUTURE

SELL

1180

1170/1160

1200

TARGET

11/12/18

LIC HUSING

FUTURE

SELL

417

410

422

STOP LOSS

11/12/18

REPCOHOMES

CASH

SELL

323

318

328

TARGET

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Special Report

12-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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