Special report-14-mar-2019-epic-research

Page 1

Special Report

14–MAR-2019

Global markets at a glance

World Indices

US stocks rose on Wednesday, led by gains in healthcare shares, and Boeing edged upward even as the United States joined other nations in grounding the company’s 737 MAX jets.The Dow Jones Industrial Average rose 148.23 points, or 0.58 percent, to 25,702.89, the S&P 500 gained 19.4 points, or 0.69 percent, to 2,810.92 and the Nasdaq Composite added 52.37 points, or 0.69 percent, to 7,643.41.

Index

Value

% Change

DJI

25702

+0.58

S&P500

2810

+0.69

NASDAQ

7643

+0.69

FTSE100

7159

+0.11

21400 28759

+0.52 -0.17

Asian shares paused on Thursday as investors awaited data from China for clues about the health of the world’s second largest economy while the pound shot up to near ninemonth highs as the risk of a no-deal Brexit receded following a late-night vote.MSCI’s broadest index of AsiaPacific shares outside Japan was barely changed at 522.38 points. Japan’s Nikkei jumped 0.6 percent while Australian and New Zealand shares each added 0.2 percent.Trends on SGX Nifty indicate a flat opening for the broader index in India, a rise of 1.5 points or 0.01 percent. Nifty futures were trading around 11,385-level on the Singaporean Exchange.

Top Gainers

PREVIOUS DAY ROUNDOFF Indian equity markets continued its upward momentum with Bank Nifty index closing at a lifetime high level. Bank Nifty index continued its winning streak for the 6th day in a row, closing ~1.5% higher, led by a strong rally in HDFC Bank, ICICI & Kotak Bank.Nifty IT index remained under the selling pressure for the 4th day in a row backed by a strong appreciating INR against the US Dollar. IndusInd Bank & Bharti Airtel added fresh long positions with a fresh spike in open interest, while Apollo Hospital added fresh short positions. Escorts 860CE added massive open positions to tune of ~2925% along with a 2x surge in the option premium, clearly indicating a continuation of the current impulse move. Market breadth ended in the favour of advances with the advance/decline ratio closed at 2:1x. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-33.55pts], Consumption[-27.05pts],PSE[-33.05pts],CPSE[34.95pts],Energy[+50.65pts],FMCG[-29.20pts],Auto[35.35pts],Pharma[-174.55pts],IT[-41.65pts],Metal[57.30pts],Realty[+1.45pts], Fin Serv sector[+138.7pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

1,636.35

67.3

4.29

244.3

8.45

3.58

Bajaj Finance

2,828.15

75.1

2.73

HDFC Bank

2,226.55

55.55

2.56

267.85

6

2.29

CMP

Change

% Chg

337.75 171.6 148.75 448.8 456.5

-14.05 -6.85 -5.35 -14.8 -13.8

-3.99 -3.84 -3.47 -3.19 -2.93

IndusInd Bank Yes Bank

HPCL

Top Losers Company

Bharti Airtel Vedanta IOC Zee Entertain Sun Pharma

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

5.05

0.45

9.78

635.25

29

4.79

718.2

34.2

5

1,295.00

-39.15

-3.14

751

-4.3

-0.58

Prev. Close

Change

%Chg

AHLEAST

225.8

-0.25

-0.1

BAJAJCON

307.8

-19.9

-5.68

BLUECOAST DNAMEDIA HOTELRUGBY

42.95 1.8 1.55

-2.25 -0.05 0

-4.98 -2.7 0

ALOKTEXT ANUP ARVINDFASN ASTRAL AXISBANK

Stocks at 52 Week’s LOW Symbol

Indian Indices Company

CMP

Change

% Chg

NIFTY

11341

+40.50

+0.36

SENSEX

37752

+216

+0.58

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Special Report

14–MAR-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. BEML [FUTURE ] BEML Future closed at ten month high & also give breakout of important resistense of 950 .Stock is trading above all its 100 & 200 DEMA . In last trading session strong buying in this stock & derivative data suggest that traders view bullish on this stock . Our recommendation is to Buy on decline in between 960-963 Target 980/1000 SL Below 940 .

IIFL[CASH] IIFL has double bottom chart pattern on daily chart, in this recovery Mindcap and Smallcap Index given strong pull back but this stock is still in pressure. Here we can see the fresh buying is coming with strong volume as compare to red candle and last seven trading session .Buy Above 404405 with stop loss of 400 for target of 410/425 .

2. TATAGLOBAL [FUTURE] TATAGLOBAL future looking bullish on daily chart it has given breakout of trendline . Stock is traded below 100 & 200 DEMA but for a intra day & as well as positional view we may expect a bull rally in the stock.Our recommendation is to Buy 205-206 Target 208/215 Sl below 200 .After analysis of derivate data long position made by traders .

MACRO NEWS 

Oil prices nudged higher on Thursday to sit just off a four-month high reached in the previous session as investors focused on global production cuts and supply disruptions in Venezuela.International Brent crude oil futures were at $67.61 a barrel at 0054 GMT, up 6 cents, or 0.1 percent, from their last close. Brent touched $67.76 a barrel on Wednesday, its highest since November 16. US West Texas Intermediate (WTI) crude futures were at $58.29 per barrel, up 3 cents, or 0.1 percent, from their last settlement.

The Reserve Bank on Wednesday said it will inject long -term liquidity worth $5 billion into the system through foreign exchange swap arrangement with banks for three years. The swap will be in the nature of a simple buy/sell foreign exchange swap from the Reserve Bank side.Under the swap, a bank would sell US dollars to the RBI and simultaneously agree to buy the same amount of US dollars at the end of the swap period."In order to meet the durable liquidity needs of the system, the Reserve Bank has decided to augment its liquidity management toolkit and inject rupee liquidity for longer duration through long-term foreign exchange Buy/Sell swap...," the RBI said.

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Special Report

14–MAR-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

29,000

59 13,30,923

6,05,340

BANKNIFTY

CE

28,700 220.35 10,36,254

BANKNIFTY

CE

28,900

YESBANK

CE

250

9.85

16,247

INDUSINDBK

CE

1,650

28

10,317

HDFCBANK

CE

2,240

29

YESBANK

CE

260

6.3

YESBANK

CE

240

14.5

100 10,00,920

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST

IOC, ONGC: Facing revenue shortfall, government pushes companies to pay 2nd interim dividend - PTI

1,90,760 Bajaj Consumer Care: Company engaged the services of Bain & Company which will help the company in 4,26,160 formulating a front-end strategy for growth and also help 71,96,000 in implementing it. 3,39,600

NIFTY FUTURE 2,49,500 After announce central election news,And if we go technically on cahrt we can seen clearly cross major 9,488 40,37,250 resistance level and close above this level , and also 9,423 63,73,500 trendline breakout in daily chart, and close daily chart in bullish signal It’s clearly indicate nifty go upside ahead, 5,823 2,83,500 and also 2019 is election year so we can expect Govt Traded Open announce new policy some related sectors so keep that Volume Interest in mind and watch all PSUBanks,infra pharma sector (Contracts) movements. And from a data perspective create broader 8,47,429 5,74,460 range in option traders, So we can follow buy on decline strateg, So we advise you to buy around 1150-11160 for 7,41,425 4,83,820 the targets of 11250-11300 With SL of below 11000. 9,548

Symbol

Optio Strike n Price Type

LTP

BANKNIFTY

PE

28,500

15.9

BANKNIFTY

PE

28,400

11.5

BANKNIFTY

PE

28,600

23.8

6,21,092

4,35,580

RELIANCE

PE

1,320 15.75

7,205

6,15,000

RELIANCE

PE

1,300 10.55

6,297

10,09,500

YESBANK

PE

230

4.85

4,768

26,44,250

YESBANK

PE

240

8.5

4,067

26,04,000

AXISBANK

PE

740 15.55

3,940

7,23,600

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

73515

5321.23

50176

3499.06

287320

22744.82

1822.1713

INDEX OPTIONS

3616449

228848.22

3630346

229340.30

972975

74158.19

-492.0866

STOCK FUTURES

202244

12439.31

217107

13347.41

1413052

89055.07

-908.1011

STOCK OPTIONS

129352

8139.66

127555

8040.84

124451

7657.87

98.8167 520.8003

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11399

11370

11323

11294

11247

BANKNIFTY

29295

29090

28721

28516

28147

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Special Report

14–MAR-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: Gold BUY ABOVE 32170 TARGET 32230/32270 SL 32100 Gold Sell BELOW 32100 TARGET 32050/32000 SL 32200

SILVER TRADING STRATEGY: Silver BUY ABOVE 38800 TARGET 38850/38900 SL 38720 Silver Sell BELOW 38700 TARGET 38640/38600 SL 38760

COMMODITY ROUNDUP Gold prices rose on Wednesday in Asia as traders opted for the safe-haven metal after U.K. Prime Minister Theresa May’s Brexit deal suffered another defeat in the British Parliament.Parliament rejected May’s withdrawal deal for the second time on Tuesday, raising concerns of a “hardBrexit” scenario before the planned departure date on March 29.May would hold a vote on Wednesday on whether to leave the European Union without a deal and, if lawmakers reject that, they will then vote on whether to seek a limited extension to Article 50, the provision of the EU treaty under which the U.K. is withdrawing from the bloc.Asian stocks were mostly in the red on Wednesday as a risk-off mood gripped investors, but the uncertainty spurred demand for the safe-haven gold.Gold Futures rose 0.5% to $1,304,35 by 1:24 AM ET (05:24 GMT) on the Comex division of the New York Mercantile Exchange.Meanwhile, the U.S. Dollar Index that tracks the greenback against a basket of other currencies edged up 0.1% to 96.968.Gold was also supported by some soft February inflation data from the U.S., underlining the case for the Federal Reserve to maintain its current wait-and-see stance.Speaking last Friday, Fed Chairman Jerome Powell justified the “wait-and-see approach” given that there was “nothing in the outlook demanding an immediate policy response and particularly given muted inflation pressures.” Oil prices rose on Wednesday, buoyed by an official forecast showing slower-than-expected U.S. production, and as U.S. sanctions stall exports from Venezuela.International Brent crude oil futures were at $66.89 a barrel at 0955 GMT, up 22 cents, or 0.33 percent, from their last close.U.S. West Texas Intermediate crude futures were at $57.31 per barrel, up 44 cents, or 0.77 percent.The U.S. Energy Information Administration (EIA) said on Tuesday that U.S. crudeproduction was expected to grow more slowly in 2019 than it had previously expected, averaging about 12.30 million barrels per day (bpd).The EIA revised down its projected 2020 production figure from 13.20 million bpd to 13.03 million bpd.While the revision is small, the comforting part for bulls was that the direction of the revision was down rather than up," Harry Tchilinguirian, global oil strategist at BNP Paribas (PA:BNPP) in London, told the Reuters Global Oil Forum.U.S. crude stocks also fell unexpectedly last week, data from the American Petroleum Institute showed on Tuesday, in a good sign for oil demand as supply from various producers was being curbed.

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Special Report

14–MAR-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 8750 TARGET 8765/8785/8815 SL 8690 SELL GUARGUM APR BELOW 8700 TARGET 8685/8665/8635 SL 8760

NCDEX INDICES Index

Value

% Change

Cotton Seed Oilcake

1680 5272 4204 6589 2045

0.89 0.38 -0.1 0.09 2.18

Guar Seed 10 MT

4249

0.38

16140 3826 3631

-0.87 0.1 0.8

Barley Castor Seed Chana Coriander

Jeera Mustardseed Soy Bean

DHANIYA TRADING STRATEGY: BUY CORIANDER APR 6650 TARGET 6665/6685/6710 SL 6590 SELL CORIANDER APR BELOW 6630 TARGET 6615/6595/6570 SL 6690

State-run Food Corporation of India (FCI) has disposed of 2.97 lakh tonne of pulses, nearly the entire stock it procured in last two years, to various states and to bulk consumers, according to an official data.FCI had a stock of 2.98 lakh tonne of pulses procured at the minimum support price (MSP) during 2015-16 and 2016-17 marketing years (July-June).As per the latest data, the agency has cleared 2.97 lakh tonne of pulses comprising 'tur', 'masoor', 'moong' and 'urad' till February 2019.Of this, 2.36 lakh tonne was sold through electronic auction mode to bulk users, while the rest through states.Less than 800 tonne is left with FCI, which will also be disposed of, the data added.FCI is the central nodal agency that undertakes mainly the procurement and distribution of wheat and rice at the MSP. World cotton production is expected to rise 6.8% with yields rebounding in several countries and area also rising, according to the first projections for 2019-20 season released by the US department of agriculture (USDA).In the US, cotton production is expected at 22.5 million bales, based on higher planted area and sharply lower abandonment.The outlook for China shows imports, consumption, and production projected up, while stocks are expected to fall for the fifth consecutive year. “With the decline in China’s stocks, stocks outside of China are projected to increase significantly. As a result, the average A-Index and the season-average US farm price are expected to decline,” the Foreign Agricultural Service of USDA said in its ‘Cotton: World Markets and Trade’ March 2019 report.World trade is projected to expand, bring it near the record levels seen in 2011-12 and 2012-13. gap, the report said.

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Special Report

14–MAR-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

69.6550 Yen

62.8750

Euro

78.7925 GBP

91.6975

USD/INR TRADING STRATEGY: BUY USDINR FUTURE ABOVE 69.55 TARGET 65.65/69.75 SL 69.35 SELL USDINR FUTURE BELOW 69.35 TARGET 69.25/69.15 SL 69.45

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 91.55 TARGET 91.65/91.75 SL 91.35 SELL GBPINR FUTURE BELOW 91.4 TARGET 91.3/91.2 SL 91.6

The British pound is higher against the dollar and euro in early trading in Europe Wednesday, as the market leans on balance towards believing that Brexit will be softened, delayed or even cancelled.The U.K. parliament rejected the government’s deal on leaving the European Union for a second time on Tuesday, effectively killing it as the EU has said it isn’t prepared to negotiate any more on the terms of leaving.At 03:00 AM ET (0800 GMT), the pound was at $1.3142, up from around $1.3060 immediately after the vote, while EURGBP was lower at 0.8584.The dollar index, which measures the value of the greenback against a basket of six major currencies, was at 96.94, practically unchanged.The House of Commons is due to vote later Wednesday on whether to leave the EU without a deal on March 29, an option that has never commanded a majority and is highly unlikely to do so now.Assuming that the motion on leaving without a deal is also defeated, the House will vote Thursday on asking the EU for a delay to the March 29 deadline. However, that’s not something the EU wants to do unless it can see a clear reason for doing so. What is not - at least yet - on parliament's timetable - is a motion calling for either a general election or a second referendum that could overturn the result of the first one. The Australian dollar skidded lower on Wednesday after a local consumer confidence gauge triggered fresh concerns about a slowing economy.Sterling was the other big mover in currency markets, adding half a percent on hopes UK lawmakers will vote down a no-deal Brexit tonight.Foreign exchange markets elsewhere were mostly quiet in early London trading, with investors cautious as the risk-off mood in Asia spread to Europe.A measure of Australian consumer confidence slumped to its lowest in over a year in March, adding to recent signs of weakness in the economy. Aussie AUD=D3 has been sensitive to signs of a loss of economic momentum, particularly after the Reserve Bank of Australia's upbeat outlook last week failed to dispel bets it would have to lower rates eventually. Aussie fell half a percent to as low as $0.70495, although the currency was above 2-month lows of $0.7003 hit last week.

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Special Report

14–MAR-2019

Date

Commodity/ Currency Pairs

13/03/19

NCDEX DHANIYA

APR

BUY

6650

13/03/19

NCDEX DHANIYA

APR

Sell

13/03/19

NCDEX GUARGUM5

MAR

13/03/19

NCDEX GUARGUM5

13/03/19

Contract Strategy

Entry Level

Stop Loss

Remark

6665/6685/67 10

6170

NOT EXECUTED

6630

6615/6595/65 70

6570

TARGET

BUY

8750

8765/8785/88 15

8270

TARGET

MAR

SELL

8700

8685/8665/86 35

8370

TARGET

MCX GOLD

MAR

BUY

32250

32270-32300

32200

TARGET

13/03/19

MCX GOLD

MAR

SELL

32200

32170-32150

32250

TARGET

13/03/19

MCX SILVER

MAR

BUY

38690

38720/38750

38640

SL HIT

13/03/19

MCX SILVER

MAR

SELL

38640

38600/38575

38675

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

13/03/19

NIFTY

FUTURE

BUY

11150-11160

11250-11300

11000

NOT EXECUTED

13/03/19

CANFINHOME

FUTURE

BUY

310-313

317-325

305

TARGET

13/03/19

TATAGLOBAL

FUTURE

BUY

205-206

209-220

200

TARGET

13/03/19

IIFL

CASH

BUY

404-405

410/420

400

TARGET

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Special Report

14–MAR-2019

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

PERIO ACTUAL D

REPORT

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, MARCH 11 8:30 am

Retail sales* (new date)

Jan.

-1.2%

8:30 am

Retail sales ex-autos* (new date)

Jan.

-1.8%

10 am

Business inventories* (new date)

Dec.

-0.1%

11 am

Survey of consumer expectations

Feb.

TUESDAY, MARCH 12 6 am

NFIB small-business index

Feb.

101.2

8:30 am

Consumer price index

Feb.

0.0%

8:30 am

Core CPI

Feb.

0.2%

2 pm

Federal budget

Feb.

DELAYED

WEDNESDAY, MARCH 13 8:30 am

Durable goods orders* (new date)

Jan.

1.2%

8:30 am

Core capital goods orders* (new date)

Jan.

-1.0%

8:30 am

Producer price index

Feb.

-0.1%

9:45 10 am amMarkit manufacturing index flash Construction spending* (newNov. date)

--

55.7

9:45 am

--

54.8

Markit services index flash

THURSDAY, MARCH 14

Nov.

8:30 am

Weekly jobless claims

3/9

--

8:30 am

Import prices

Feb.

0.5%

8:30 am

Retail sales*

Feb.

10 am

New home sales* (new date)

Jan.

10 am

Business inventories

Jan.

DELAYED -DELAYED

FRIDAY, MARCH 15 8:30 am

Empire state manufacturing index

March

8.8

9:15 am

Industrial production

Feb.

-0.6%

9:15 am

Capacity utilization

Feb.

78.2%

10 am

Job openings

Jan.

7.4 mln

10 am

Consumer sentiment

March

95.5

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Special Report

14–MAR-2019

Disclaimer The information and views in this report, our website & all the service we provide are believed to be reliable, but we do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. This material is for personal information and based upon it & takes no responsibility. The information given herein should be treated as only factor, while making investment decision. The report does not provide individually tailor-made investment advice. Epic research recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. Epic research shall not be responsible for any transaction conducted based on the information given in this report, which is in violation of rules and regulations of NSE and BSE. The share price projections shown are not necessarily indicative of future price performance. The information herein, together with all estimates and forecasts, can change without notice. Analyst or any person related to epic research might be holding positions in the stocks recommended. It is understood that anyone who is browsing through the site has done so at his free will and does not read any views expressed as a recommendation for which either the site or its owners or anyone can be held responsible for . Any surfing and reading of the information is the acceptance of this disclaimer. All Rights Reserved. Investment in equity & bullion market has its own risks. We, however, do not vouch for the accuracy or the completeness thereof. We are not responsible for any loss incurred whatsoever for any financial profits or loss which may arise from the recommendations above epic research does not purport to be an invitation or an offer to buy or sell any financial instrument. Our Clients (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Report or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions can be taken.

Sachin Yadav

Digitally signed by Sachin Yadav DN: cn=Sachin Yadav c=IN o=Personal Reason: I am the author of this document Location: Date: 2019-03-14 09:23+05:30

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