Special report-12-september-2018-epic-research

Page 1

Special Report 12-Sep-2018

Global markets at a glance US stocks rose on Tuesday as Apple led a jump in technology shares and a gain of more than 2 percent in oil prices drove up energy shares. Apple rose 2.5 percent, boosting the three major indexes, a day ahead of its expected unveiling of new iPhone models. The S&P technology sector gained 0.8 percent, its biggest percentage jump in two weeks, also boosted by Microsoft , up 1.7 percent, and Facebook , up 1.1 percent. "That's been the main fuel for the market," said Alan Lancz, president of Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio. "Maybe tech has taken the punch and is recovering, and investors are getting more confident that the leader is back."The technology sector is up close to 18 percent for the year so far, leading sector gains in the S&P 500 along with consumer discretionary , also up roughly 18 percent since Dec. 31. The energy index , up 1 percent, helped to lift the S&P 500, with shares of Exxon Mobil up 1.4 percent and Chevron up 0.5 percent. Oil prices rose after US sanctions squeezed Iranian crude exports and tightened global supply. The Dow Jones Industrial Average rose 113.99 points, or 0.44 percent, to 25,971.06, the S&P 500 gained 10.76 points, or 0.37 percent, to 2,887.89 and the Nasdaq Composite added 48.31 points, or 0.61 percent, to 7,972.47. Asian stocks were pinned near 14-month lows on Wednesday, as investor confidence was chilled by the latest round of verbal threats in an intensifying US-China trade conflict.MSCI's broadest index of Asia-Pacific shares outside Japan lost 0.05 percent, hovering near its lowest levels plumbed since July 2017 on Monday.Tokyo's Nikkei fell 0.25 percent and Australian stocks gave up 0.3 percent, while South Korea's KOSPI managed to eke out a modest 0.15 percent gain.The mood was dimmed by the verbal sparring between Washington and Beijing as the monthslong escalation in trade tensions between the world's two biggest economies took their toll on riskier assets. Previous day Roundup After a gap-up opening, the Nifty 50 remained volatile in early trade on September 11. The index, however, wiped out all gains in later part of the session to breach the psychological 11,300-mark. Further weakness in the rupee and trade war tensions hit market sentiment. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-44.50], Co nsum ptio n[ -80 .95 pts],Bank[ -394 .2 5 pts],Auto [ 162.50pts],FinService[-154.00pts],Fmcg[-744.05pts],Media [-39.35pts],Pharma[-167.45pts],IT[-112.15pts],Metal[58.55pts],Realty[-5.25 pts], Pvt Bank[-212.10pts].

World Indices Index

Value

% Change

25,971.06

+0.44

S&P500

2,887.75

-0.07

NASDAQ

7,509.75

-0.03

FTSE100

7,273.54

-0.08

22,548.78 26,325.09

-0.49 -0.37

DJI

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Idea Cellular

47.75

0.85

1.81

HCL Tech

1,088.70

14.75

1.37

Axis Bank

651.75

6.20

0.96

Cipla

668.05

3.30

0.50

Zee Entertain

472.75

2.35

0.50

CMP

Change

% Chg

2,615.65 638.00 6,347.45 937.35 344.10

-128.55 -26.25 -252.65 -36.35 -12.85

-4.68 -3.95 -3.83 -3.73 -3.60

Top Losers Company

Bajaj Finance Sun Pharma Bajaj Finserv M&M BPCL

Stocks at 52 Week’s HIGH ALBERTDAVD ELECTROSL

754.8 14.6

67.2 0.7

8.9 4.79

3.3

0.15

4.55

3590.1

-55.05

-3.07

GTNIND

22.7

-4.5

-19.82

IBULISL

751.35

-21.45

-2.85

Prev. Close

Change

%Chg

31.7 4.6 7.9 210.95 42.9

-0.5 0 0 -5.4 -1.45

-1.58 0 0 -2.56 -3.38

GANGOTRI GLAXO

Stocks at 52 Week’s LOW Symbol

21STCENMGM ABGSHIP ANDHRACEMT APTECHT ASHAPURMIN

Indian Indices Company

CMP

Change

% Chg

NIFTY

11287.50

-150.60

-1.32

SENSEX

37413.13

-509.04

-1.34

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Special Report 12-Sep-2018

RECOMMENDATIONS [FUTURE] 1. TATAGLOBAL [FUTURE ] From the daily chart it is clear that the particular script has shown a consolidation at the support level around 220-225 and now closed below this level which clearly confirms its downtrend it can correct upto the levels of 218 but it would again start its downtrend so we suggest to make a short position around the levels of 218-216 for the targets of 210205 with stoploss above 222.

2. JUSTDIAL [FUTURE] The particular counter has made a bullish doji candle just above its 200SMA which is a clear sign of reversal. Yesterdsay it had bounded from its support level of 513 and shown a movement of upward by 2 percent from the respective level. A long position should be made at cmp 523 for the target 540-560 with stoploss below 515.

STOCK RECOMMENDATION [CASH] IBREALEST [CASH] From the daily chart its clear that a consolidation can be seen which is acting as a support and resistance between 141-160 the stock is continuously moving between these levels and fail to break it . Yesterday it closed at 141, today in the initial trading session it can show some bounce back but may resume its downtrend so we advice to sell around the levels of 140-139 for the targets of 137-133 with stoploss above 143.

MACRO NEWS  Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 21 points or 0.18 percent. Nifty futures were trading around 11,465level on the Singaporean Exchange.  US President Donald Trump said on Wednesday that the United States was not yet ready to come to an agreement over trade disputes with China but he said talks would continue. “We’ve done very well in negotiations with China but we’re not prepared to make the deal that they’d like to make,” Trump told reporters at the White House without elaborating on the details.  North Korean leader Kim Jong Un said the two Koreas should further their efforts to realise the denuclearisation of the Korean peninsula, as he met with South Korean special envoys on Wednesday, state media KCNA said on Thursday.Kim added the two Koreas should keep advancing their joint ties that have neared a state of peace and reconciliation, and discussed with South Korean envoys the Pyongyang inter-Korean summit planned for September - coming to a satisfactory agreement, KCNA said without elaborating.  Finance Minister Arun Jaitley on Wednesday said there was no need for panic or knee-jerk reaction in view of the sharp depreciation in the rupee, since it was driven by global factors.

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Special Report 12-Sep-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,000 32.35

2,18,720

NIFTY

CE

11,500

59.5

1,96,663

BANKNIFTY

CE

27,800

2.2

1,91,663

RELIANCE

CE

1,300 11.55

6,943

TATAMOTORS CE

Sun Pharma: In its clarification note related to Mohali plant, company said the US FDA is conducting an inspection of Mohali facility (Punjab,India). The inspection started on September 10 and is ongoing.

9,25,280  35,64,750

Syngene International: Biocon and Biocon Research reduced stake by 0.50 percent to 70.24 percent by selling shares of the company through open market on September 11.

Open Interest

4,89,600

40,47,000 NIFTY FUTURE 70,47,000

280

4.2

5,828

CE

9,000

37.9

5,409

3,13,650

TATAMOTORS CE

290

2.45

5,304

44,59,500

1,280

16.2

5,244

25,43,000

MARUTI RELIANCE

CE

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

Optio Strike n Price Type

BANKNIFTY

PE

26,600

NIFTY

2,83,500

LTP

Traded Volume (Contracts)

Open Interest

24

1,94,701

3,22,880

PE

11,400 165.55

1,60,859

42,94,725

BANKNIFTY

PE

26,500

14.2

1,50,372

RELIANCE

PE

1,200

13.7

4,991

RELIANCE

PE

1,240 28.85

4,824

RELIANCE

PE

1,220

20

4,280

TATASTEEL

PE

600

20.9

3,607

TATAMOTORS PE

260

5.2

3,223

3,34,880 Nifty future finally broke its crucial support level of 15,22,000 11400 the supports are gradually shifting downward now 11300 is its another support level. Today the market may 12,79,000 show some consolidation in its initial stage but may 11,49,000 resume its downtrend so we advice to sell nifty future 7,75,591 around the levels of 11300-290 for the targets of 1122011120 with stoploss above 11360. 19,98,000

FII DERIVATIVES STATISTICS BUY

SELL

No. of Contracts

Amount in Crores

INDEX FUTURES

32269

3126.26

41672

3756.85

INDEX OPTIONS

943062

95132.71

923912

STOCK FUTURES

190932

13269.88

STOCK OPTIONS

133233

9898.19

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

Amount in Crores

NET AMOUNT

296586

25778.38

-630.5854

93616.69

948192

84319.59

1516.0262

201154

13978.14

1174480

88034.07

-708.2607

135666

10073.53

118444

8829.70

-175.3383 1.8418

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11513.00

11447.00

11413.00

11347.00

11313.00

BANKNIFTY

27511.00

27159.00

26965.00

26613.00

26419.00

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Special Report 12-Sep-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD OCT FUT ABOVE 30750 TGT 30850 31000 SL BELOW 30650 SELL GOLD OCT FUT BELOW 30550 TGT 30450 30250 SL ABOVE 30650

SILVER TRADING STRATEGY: BUY SILVER SEP FUT ABOVE 37400 TGT 37600 37900 SL BELOW 37200 SELL SILVER SEP FUT 36900 TGT 36700 36400 SL ABOVE 37100

COMMODITY ROUNDUP COMEX Gold futures started the week on a positive note. The metal remained broadly supported amid continued stress on the global trade front. US President Donald Trump's weekend threats to leave Canada out of the new North American Free Trade Agreement weighed on stocks. The US stock market was closed on Monday for the Labor Day holiday. COMEX Gold has recovered from an 18 month low recently and the prices have moved up the critical $1200 per ounce now. The yellow metal is currently quoting at $1205 per ounce, flat on the day. Large speculators trimmed their bearish net positions in the Gold futures markets last week, according to the latest Commitment of Traders (COT) data released by the Commodity Futures Trading Commission (CFTC) on Friday. The non-commercial futures contracts of Gold futures, traded by large speculators and hedge funds, totaled a net position of 3,063 contracts in the data reported through Tuesday August 28th. This was a weekly gain of 5,647 contracts . The non-commercial futures contracts of WTI Crude Oil futures, traded by large speculators and hedge funds, totaled a net position of 550,313 contracts in the data reported through Tuesday August 28th. This was a weekly rise of 11,528 contracts. Speculative positions had declined for three straight weeks. The commercial traders position, hedgers or traders engaged in buying and selling for business purposes, totaled a net position of -585,826 contracts on the week. This was a weekly fall of -6,982 contracts. London Metal Trade copper exchanged level at $5,976 a ton, having prior slipped to $5,952.50, its weakest since Aug. 23. Copper on Friday fell 1.5 percent to require the month to month drop in Eminent to 5.2 percent. It was the greatest month to month drop in two years and the third month to month decay in a push. Indian Copper was trading at Rs 417 per kg, down 1.6%. The prices of Copper tested a high of Rs 424.45 per kg, and a low of Rs 416.6 per kg. Nickel sank to its most reduced in more than seven months this week, weighed down by stresses almost China's economy, heightening exchange pressures and frail steel prices. Manufacturing action in China, the world's greatest shopper of mechanical metals, developed final month at its slowest rate in more than a year, with trade orders contracting for a fifth month and managers cutting more staff, the Caixin/Markit Purchase Managers' Record appeared. China's fabricating action developed at the slowest pace in more than a year in August, with send out orders contracting for a fifth month and bosses cutting more staff, a private study appeared on Monday.

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Special Report 12-Sep-2018

RECOMMENDATIONS GUARGUM TRADING STRATEGY: BUY GUARGUM OCT FUT ABOVE 9400 TGT 9450 9500 SL BELOW 9360 SELL GUARGUM OCT FUT BELOW 9330 TARGET 9380-9340 SL 9470.

NCDEX INDICES Index

Value

% Change

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

1623 4594 3872 4710 1683 4268

0.03 -0.39 1.71 -0.53 0.27 -0.92

19165

0.82

4140 3253 6476

-0.19 0.53 -0.77

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA SEP FUT ABOVE 4800 TGT 4850 4900 SL BELOW 4760 SELL DHANIYA SEP FUT BELOW 4640 TARGET 4600-4570 SL 4670

Pepper price in India extended their recent upmove following the havoc caused by the flood in Kerala- the primary domestic supplying state. In HCMC Viet Nam, local price of black pepper also increased marginally as global pepper markets watched the developments in India. Indian Rupee is also tumbling to fresh lows in recent weeks and that is also bound to feed into global pepper export quotes. As per government notification, Indian sugar mills can sell 20 lakh metric tonnes of the sweetener in the open market in September 2018, the Government said.In a notification issued, the food ministry has allocated sugar quota for sale to each of 524 mills in the country.The sugar mills who have exported sugar under Minimum Indicative Export Quota (MIEQ), allocated vide Order No. 1(4)/2018-1 dated 09.05.2018, either directly or by way of trading export quota to third parties may also sell/dispatch additional quantity of sugar equivalent to actual export during 201718 sugar season till August ,2018 or their MIEQ, whichever is less, excluding the additional quantity of sugar already sold in the month of August 2018 on this account, in addition to the quantity of white/ refined sugar specified for domestic sale/despatch as indicated incolumn 4 of the table. Third party under this clause shall be eligible only for the quantity exported by it against its own quota. In the previous month the Govt. allocated quota to 524 mills in the country to sell 17.50 lakh metric tonnes of the sweetener.The government had announced creation of 3 million tonnes of buffer stock and stock holding limit on sugar mills in a bid to improve liquidity of cash-starved millers and enabling them to clear cane arrears of around Rs.20,000 crores. Recently, the deadline of MIEQ has also been extended till 31st December 2018.As per latest update from United States Department of Agriculture (USDA), Mexico cotton production for MY 2018/19 is 1.59 million bales, 9 percent lower that the USDA official estimation.

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Special Report 12-Sep-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.9009 Yen

64.9800

Euro

83.6744 GBP

93.0364

USD/INR TRADING STRATEGY: BUY USDINR ABOVE 73.00 TGT 73.50 74.00 SL BELOW 72.50 SELL USDINR BELOW 72.40 TGT 72.00 71.50 SL ABOVE 72.80

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 95.00 TGT 95.50 96.00 SL BELOW 94.50 SELL GBPINR BELOW 93.00 TGT 92.50 92.00 SL ABOVE 93.60

The dollar was holding steady near one-month lows against a currency basket on Thursday as markets awaited trade developments, while the pound remained firm after rallying in the previous session as fears over a no-deal Brexit eased. The U.S. dollar index, which measures the greenback’s strength against a basket of six major currencies, was at 94.45 by 03:57 AM ET (07:57 GMT), not far from Tuesday’s one-month lows of 94.34. Market sentiment continued to be supported by hopes that Canada will join the new trade agreement between the U.S. and Mexico aimed at overhauling the North American Free Trade Agreement ahead of a Friday deadline.But the new trade deal did little to indicate how a trade spat between the U.S. and China will play out after talks last week ended with little progress and both countries slapped fresh reciprocal tariffs on imports.Sterling was steady after rising above the 1.30 level against the dollar for the first time in three weeks on Wednesday after European Union negotiator Michel Barnier said the bloc was prepared to offer Britain a partnership after Brexit.GBP/USD was at 1.3028 after gaining 1.23% in the previous session, its largest one-day percentage gain since March 21.The pound was also stronger against the euro, with EUR/GBP edging down to 0.8982 after ending the previous session with a loss of 1.09%. The Indian rupee collapsed to lifetime closing lows against the dollar following heavy month-end dollar demand from importers and foreign capital outflows. The domestic currency, having traded comfortably below the Rs 70/$ mark since late last week, slipped to an intra day low of 70.65 today before closing the day at 70.57, logging its biggest single-day drop since August 13. Consistent dollar demand from banks and importers, mainly oil refiners, following higher crude oil prices, kept the rupee under pressure. Yesterday, the local currency had bounced back in a tepid fashion from the record closing low, gaining 6 paise to end at 70.10 against the US currency. Meanwhile, the dollar rose against a basket of major currencies after touching a four-week low overnight as optimism over the U.S.-Mexico trade deal gave way to caution ahead of a deadline in the China-U.S. trade dispute.

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Special Report 12-Sep-2018

Date

Commodity/ Currency Pairs

11/09/18

NCDEX DHANIYA

SEP

BUY

11/09/18

NCDEX DHANIYA

SEP

11/09/18

NCDEX GUARGUM5

11/09/18

Contract Strategy

Entry Level

Target

Stop Loss

Remark

4940

4990 5040

4900

NOT EXECUTED

SELL

4640

4600-4570

4670

NOT EXECUTED

OCT

BUY

9620

9670 9720

9580

NOT EXECUTED

NCDEX GUARGUM5

OCT

SELL

9430

9380-9340

9470

NOT EXECUTED

11/09/18

MCX GOLD

OCT

BUY

30750

30850 31000

30650

NOT EXECUTED

11/09/18

MCX GOLD

OCT

SELL

30550

30450 30250

30650

SL TRIGGERED

11/09/18

MCX SILVER

SEP

BUY

37700

37900 38100

37500

NOT EXECUTED

11/09/18

MCX SILVER

SEP

SELL

37300

37100 36800

37500

TARGET HIT

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Target

Stop Loss

Remark

11/09/18

NIFTY

FUTURE

BUY

11470-11475

11550-11600

11420

SL TRIGGERED

11/09/18

BAJFINANCE

FUTURE

SELL

2640.-2645

2620-2600

2665

SL TRIGGERED

11/09/18

JUSTDIAL

FUTURE

BUY

513-515

520-525

511

TARGET HIT

11/09/18

WELCORP

CASH

SELL

174-173

170-166

176

TARGET HIT

Entry Level

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Special Report 12-Sep-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOUS

MONDAY, SEPT. 10 12:01 am

Eric Rosengren interview with MarketWatch 11 am

12 pm

Raphael Bostic speaks

3 pm

Consumer credit

July

TUESDAY, SEPT. 11

TUESDAY, SEPT. 11

TUESDAY, SEPT. 11

$10bln TUESDAY, SEPT. 11

TUESDAY, SEPT. 11

TUESDAY, SEPT. 11

6 am 10 am

Job openings

July

6.7 mln

10 am

Wholesale inventories

July

0.1%

2:20 pm WEDNESDAY , SEPT. 12

WEDNESDAY, SEPT. 12

8:30 am

Producer price index

9:40 am

James Bullard speaks

2 pm

Beige book

WEDNESD WEDNESDAY, SEPT. AY, SEPT. 12 12 Aug.

WEDNESDAY, SEPT. 12

WEDNESDAY, SEPT. 12 0.0%

THURSDAY, SEPT. 13 8:30 am

Weekly jobless claims

8:30 am

Consumer price index

9/8 Aug. Disclaimer

-0.2%

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