Special report-15-feb-2019-epic-research

Page 1

Special Report

15-FEB-2019

Global markets at a glance The S&P 500 and the Dow slipped while the Nasdaq posted a slim gain on Thursday as investors struggled to square grim retail sales data with hopes that high-level talks in Beijing could resolve the ongoing US-China trade dispute. All three major US stock indexes were held back by ratesensitive financial stocks as US Treasury yields fell on the weaker-than-expected economic data.The Dow Jones Industrial Average fell 103.88 points, or 0.41 percent, to 25,439.39, the S&P 500 lost 7.3 points, or 0.27 percent, to 2,745.73 and the Nasdaq Composite added 6.58 points, or 0.09 percent, to 7,426.96. Asian stocks slipped on Friday after grim US retail sales figures raised fresh doubts about the strength of the US economy, offsetting optimism on trade talks between the United States and China.Japan’s Nikkei dropped 1.1 percent while MSCI’s broadest index of Asia-Pacific shares outside Japan fell 0.25 percent in early trade, with South Korea’s Kospi shedding 1.0 percent.Trends on SGX Nifty indicate a flat to positive opening for the broader index in India, a rise of 12.5 point or 0.12 percent. Nifty futures were trading around 10,794-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Indian equity markets continued facing selling pressure with the Nifty ending the day in the red for the sixth consecutive session. The Nifty ended the first weekly expiry 47 points lower at 10,746, however, the index recovered from its intraday low of 10,718 and managed to close above its 200-DEMA.Bank Nifty, on the other hand, relatively outperformed ending the session 84 points higher led by Yes Bank which surged 30.5% to Rs221 after news that the RBI found no divergence in asset classification and provisioning for FY18.Nifty Media was the best performing sectoral index ending the session 3.91% higher.Bank Nifty futures witnessed a decline in open interest indicating short covering. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-23.05pts], Consumption[-6.15pts],PSE[-36.8pts],CPSE[-24.5pts],Energy [-241.05pts],FMCG[+12.95pts],Auto[+45.80pts],Pharma [+81.15ts],IT[-180pts],Metal[-8.05pts],Realty[+1.05pts], Fin Serv sector[-64.55pts].

World Indices Index

Value

% Change

DJI

25342

-0.32

S&P500

2745

-0.27

NASDAQ

7426

+0.09

FTSE100

7197

+0.09

20882 27981

-1.22 -1.59

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Yes Bank

221.25

51.8

30.57

Zee Entertain

433.45

25.25

6.19

Indiabulls Hsg

656.6

37.7

6.09

JSW Steel

280.65

9.45

3.48

Tata Motors

159.85

4.85

3.13

CMP

Change

% Chg

315.65 124.65 191.75 300.8 307.95

-13.8 -5.25 -6.45 -9.75 -7.55

-4.19 -4.04 -3.25 -3.14 -2.39

Top Losers Company

BPCL IOC Hindalco Bharti Airtel GAIL

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

CANTABIL

199

6.8

3.65

KSERASERA

0.2

0

0

LIQUIDETF

1,000.01

0.02

0

SKFINDIA

1,980.00

8.7

0.44

747.85

1

0.13

Prev. Close

Change

%Chg

18.75

-0.35

-1.83

3IINFOTECH

2.65

0

0

3PLAND ABCAPITAL ABGSHIP

9.8 77.5 1.45

-0.8 0 0

-7.44 0 0

TCNSBRANDS

Stocks at 52 Week’s LOW Symbol

21STCENMGM

Indian Indices Company

CMP

Change

% Chg

NIFTY

10746

-47.7

-0.44

SENSEX

35876

-157.89

-0.44

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Special Report

15-FEB-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ] TITAN -In Titan on daily chart as well as weekly we have seen that Buying in this stock by traders as well as investors in last week .Reason behind that quarterly result awaited in this week & also from technical aspect stock now moving towards to break its previous highs.Our recommendation is to Buy 1050 stock target will be 1055/1060 SL below 1040

REPCOHOME Stock has given the breakout of the neckline of the double bottom pattern but can not sustain at upper level .we have seen the weakness on chart We recommend sell below 370 for the target of 365/360 with the stop loss of 380

2. KSCL [FUTURE] KSCL— In KSCL we have seen sharp selling in this week , we may expect that it will be continue in upcoming week also. On Technical point of view seen trend line breakdown & also MACRO NEWS stock not able to sustain at upper level. RSI & MACD also indicate downtrend in this stock with strong volume.Our  US oil prices rose on Friday, gaining for a fourth day on hopes of further supply cuts by major exporters, recommendation is sell stock future in the range of 500 despite uncertainty about US-China trade talks. US Target 497/490 Sl 505 West Texas Intermediate (WTI) crude futures were at $54.79 per barrel at 0038 GMT, up 40 cents, or 0.7 percent, from their last settlement. They rose 51 cents, or 0.95 percent, on Thursday.Brent pushed above $65 per barrel for the first time in 2019, before edging back to $64.91 a barrel by 0143 GMT. That was still 0.5 percent above the last close. 

The Reserve Bank of India, in its latest monetary policy review released last week, too projected an economic growth rate of 7.4 per cent for the next fiscal. Talking about average growth in the last four years, he said the GDP growth rate has been 7.3 per cent, highest across all government since liberalisation. This growth rate has been achieved amidst very low inflation.

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Special Report

15-FEB-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,000

0.05 33,98,066

BANKNIFTY

CE

27,100

0.05 21,34,426

BANKNIFTY

CE

26,900

66 17,60,742

YESBANK

CE

220 14.55

25,561

YESBANK

CE

210

20.4

16,946

YESBANK

CE

230

10.3

16,848

YESBANK

CE

250

4.95

16,595

YESBANK

CE

240

7.1

15,695

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

Open Interest

Bharti Airtel: Airtel Kenya Signs an agreement with Telkom Kenya to combine operations.

16,04,040 Tata Steel Q3: Profit surges 53 percent YoY to Rs 1,751 crore; India biz revenue up 10 percent 13,35,560 1,04,180 Reliance Industries: RRVL acquired a further stake of 9.44 percent in Genesis Colors for Rs 45 crore 40,19,750 25,69,000 NIFTY FUTURE NIFTY -On daily weekly chart we have 33,65,250 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 39,00,750 Raising wedge pattern in technical term bearish reversal 39,20,000 pattern .Nifty breach the important level of 11000 in this week ,but closing below 11000 .On technical point of 2,83,500 view still our recommendation is to sell nifty future in Open the range of 10750 Target 10700/10650 SL 11000 Our Interest strategy is to sell on rise .

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

PE

26,900

0.15

21,89,097

13,32,680

BANKNIFTY

PE

26,800

0.05

19,13,207

9,62,480

BANKNIFTY

PE

27,000

6.3

12,75,930

2,29,860

YESBANK

PE

200

4.45

18,035

57,10,250

YESBANK

PE

190

2.8

11,875

31,79,750

YESBANK

PE

180

1.8

9,994

38,27,250

RELIANCE

PE

1,200

13

9,157

10,01,500

YESBANK

PE

210

7.1

7,152

22,54,000

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

27607

1953.81

73094

5554.42

378025

29594.15

-3600.6063

INDEX OPTIONS

3119714

182034.68

3088262

180005.06

835121

62953.70

2029.615

STOCK FUTURES

263787

13604.61

264387

14104.13

1519302

89530.86

-499.5194

STOCK OPTIONS

200053

10680.74

194790

10354.77

170200

9838.80

325.9606 -1744.5501

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10876

10786

10752

10712

10678

BANKNIFTY

27151

27061

26939

26849

26727

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Special Report

15-FEB-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 33100 TGT 33150/33200 SL BELOW 32900 SELL GOLD BELOW 32900 TGT 32800/32800 SL ABOVE 33200

SILVER TRADING STRATEGY: BUY SILVER ABOVE 40700 TGT 40750/40800 SL BELOW 40550 SELL SILVER BELOW 40400 TGT 40300/40200 SL ABOVE 40600

COMMODITY ROUNDUP Oil prices rose by around 1 percent on Thursday, with Brent crude futures hitting a 2019-high, buoyed by hopes that the Sino-U.S. tariff dispute could end soon and as China's trade figures including crude imports beat forecasts. International Brent crude oil futures were at $64.35 per barrel at 0754 GMT, up 74 cents, or 1.1 percent, from their last close. Brent hit a 2019-high of $64.43 per barrel earlier in the session.U.S. West Texas Intermediate (WTI) crude futures were at $54.46 per barrel, up 57 cents, or 1.1 percent, from their last settlement.Optimism that a trade deal could be reached between the United States and China was boosted when U.S. President Donald Trump said talks were going "very well"."The 90-day truce (on trade) agreed in December will run out on March 1, but given the progress of the talks there could be an extension, which is why there (is) rising optimism that the two leaders will meet later that month," said Alfonso Esparza, senior market analyst, OANDA.\ Markets were also supported by upbeat China trade data, including for crude oil.China's crude oil imports in January rose 4.8 percent from a year earlier, customs data showed on Thursday, to an average of 10.03 million barrels per day (bpd), the third straight month that imports have exceeded the 10 million bpd mark.Not all data pointed to tighter market conditions and higher prices.Climbing U.S. oil stockpiles weighed on prices. U.S. crude oil inventories rose last week to the highest since November 2017 as refiners cut runs to the lowest since October 2017, the Energy Information Administration said on Wednesday.Crude inventories built for a fourth week in a row, rising 3.6 million barrels to 450.8 million barrels in the week to Feb. 8. Analysts polled by Reuters forecast an increase of 2.7 million barrels.U.S. crude oil production remained at a record of 11.9 million barrels per day (bpd).The global oil market will struggle this year to absorb fast-growing crude supply from outside the Organization of the Petroleum Exporting Countries (OPEC), even with the group's production cuts and U.S. sanctions on Venezuela and Iran, the International Energy Agency said in a report on Wednesday.The IEA said it expected global oil demand this year to grow by 1.4 million bpd, while non-OPEC supply will increase by 1.8 million bpd.

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Special Report

15-FEB-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM MAR 8415/8440/4460 SL 8360 SELL GUARGUM MAR 8335/8330/8290 SL 8410

ABOVE

8400

TARGET

BELOW

8350

TARGET

NCDEX INDICES Index

Value

% Change

Barley

1580

0.39

Castor Seed

5096

0.39

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4229 6609 2049 4336

-1.18 -0.05 0.59 -0.09

15910

-0.38

3952 3826 6398

1.24 0.86 0.13

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA APR ABOVE 6090 TARGET 6105/6125/6140 SL 6030 SELL DHANIYA APR BELOW 6050 TARGET 6035/6020/5990 SL 6110

India's Palm oil imports declined by 2.31% to 8,15,236 tonne in January from the year-ago period, industry body Solvent Extractors Association (SEA) said.India, the world's leading vegetable oil buyer, had imported 8,34,444 tonne palm oil in January 2018.The country's total vegetable oil imports declined 3% to 12.75 lakh tonne in January this year compared to 12.91 lakh tonne in the year-ago period. The share of palm oil is more than 60% in the country's total vegetable oil imports.According to the SEA, the shipments of palmolein, especially from Malaysia, have increased due to cut in import duty on palm oils, which has reduced the effective duty difference between crude palm oil (CPO) and RBD Palmolein to just 5 percent against previous 10%. "This has resulted into sharp increase in import of RBD Palmolein to 1,67,429 tonne in January from 1,30,459 tonne in December 2018, up by 28 percent," it said in a statement. This is likely to increase in coming months considering the shipments lined up from Malaysia for export of RBD Palmolein to India, the SEA noted. US and Canada have accused India at the World Trade Organization (WTO) for higher minimum support price (MSP also referred as market price support) for five Pulses like Chickpeas, Pigeon Peas, Black matpe, Mung beans, and Lentils, and have submitted their own steeper calculations for inspection of members.India’s market price support for the five Pulses is about 26 times higher at Rs 69,923 crore instead of the notified Rs 2,667 crore, as per a joint submission made by the countries to the WTO. It appears that India’s market price support for pulses is vastly in excess of what it has reported to the WTO. Canada and the US look forward to future discussion of the significance of India’s market price support for pulses for both India’s market and for world markets, both with India and with other members, the submission said

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Special Report

15-FEB-2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

71.30 Yen

64.8325

Euro

80.10 GBP

92.2175

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.5 TARGET 71.6 71.7 SL 71.3 SELL USDINR FUTURE BELOW 71.25 TARGET 71.15 71 SL 71.45

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 92.50 TARGET 92.6 92.7 SL 92.30 SELL GBPINR FUTURE BELOW 92.30 TARGET 92.2 92.1 SL 92.50

Rate

The euro and the British pound fell to multi-week lows against the firmer U.S. dollar on Thursday as weak economic data out of the euro zone and concerns over Brexit weighed.EUR/USD dipped 0.1% to 1.1249 by 03:44 AM ET (08:44 GMT), the weakest level since midNovember after data showing that Germany’s GDP was flat in the fourth quarter, after a 0.2% contraction in the previous quarter.That means the euro area’s largest economy just managed to avoid a technical recession, but has also failed to expand since June. The data underlines expectations the European Central Bank will remain highly accommodative this year.Demand for the greenback continued to be underpinned after data pointing to sustained strength in core U.S. inflation.While headline U.S. inflation logged its weakest pace in 1-1/2-years in January, traders focused on the core price gauge, which was up for the third straight month, giving the dollar some impetus.The greenback was hit earlier this year by the Federal Reserve's shift to a cautious policy stance. However, the latest data suggest the central bank will need to stay vigilant on pricing pressures even as it adjusts to heightened growth risks."The trend in core U.S. inflation remains steady, against some concerns of a potential decline..indeed at 2.2 percent year-on-year, the current reading is up from the 1.8 percent reading a year ago," said Rodrigo Catril, senior currency strategist at NAB. "Overall the data suggest that we cannot rule out a resumption of Fed rate hikes later in the year." The Chinese yuan was little changed on Thursday in Asia after better-than-expected trade numbers for January, as analysts warned of the presence of business distortions due to national holidays and cyclical trends. The USD/CNY pair last traded at 6.7615 by 12:01 AM ET (05:01 GMT), up 0.04%.January exports unexpectedly grew 9.1% from a year earlier, compared to expectations for a drop of 3.2%, data from China’s General Administration of Customs showed on Thursday.Imports fell 1.5%, much less than the expected 10% fall and narrowing from December’s 7.6% drop.That left the country with a trade surplus of $39.16 billion for the month, better than forecasts of $33.5 billion.

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Special Report

15-FEB-2019

Date

Commodity/ Currency Pairs

14/2/19

NCDEX DHANIYA

APR

BUY

6340

14/2/19

NCDEX DHANIYA

APR

Sell

14/2/19

NCDEX GUARGUM5

MAR

14/2/19

NCDEX GUARGUM5

14/2/19

Contract Strategy

Entry Level

Stop Loss

Remark

6355/6370/64 00

6280

NOT EXECUTED

6250

6235/6220/61 90

6310

TARGET

BUY

8200

8215/8240/82 60

8260

TARGET

MAR

SELL

8150

8135/8120/80 80

8210

TARGET

MCX GOLD

FEB

BUY

33500

33550/33600

33400

NOT EXECUTED

14/2/19

MCX GOLD

FEB

SELL

33300

33250/33200

33500

TARGET

14/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

14/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

14/2/19

NIFTY

FUTURE

SELL

10950-10900

10850/10800

11000

TARGET

14/2/19

TITAN

FUTURE

BUY

1070

1075/1080

1060

NOT EXECUTED

14/2/19

KSCL

FUTURE

SELL

525

518/500/490

535

TARGET

14/2/19

REPOHOME

CASH

SELL

375

370/365

385

TARGET

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Special Report

15-FEB-2019

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

PERIO D

REPORT

ACTUAL

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN COULD DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, FEB. 11 None scheduled TUESDAY, FEB. 12 6 am

NFIB small business index

Jan.

--

104.4

10 am

Job openings

Dec.

--

6.9 mln

11 am

Household credit

Q4

--

4.3%

WEDNESDAY, FEB. 13 8:30 am

Consumer price index

Jan.

0.1%

-0.1%

8:30 am

Core CPI

Jan.

0.2%

0.2%

2 pm

Federal budget

Dec.

--

-$23 bln

THURSDAY, FEB. 14 8:30 am

Weekly jobless claims

2./9

227.000

234,000

8:30 am

Retail sales (new date)

Dec.

0.0%

0.2%

8:30 am

Retail sales ex-autos (new date)

Dec.

-0.1%

0.2%

8:30 am

Producer price index

Jan.

0.2%

-0.2%

10 am

Business inventories (new date)

Nov.

--

0.6%

--

N/A N/A

Jan.

DELAYED 54.8 ---

FRIDAY, FEB. 15 8:30 am 9:45 am

Retail sales*

Markit manufacturing index flash

8:30 am Markit Retail sales ex-autos* 9:45 am services index flash 8:30 am Import price index

Nov. Nov.

Jan. Jan

---

DELAYED

55.7

-1.0%

8:30 am

Empire state index

Feb.

--

3.9

9:15 am

Industrial production

Jan.

0.2%

0.3%

9:15 am

Capacity utilization

Jan.

78.8%

78.7%

10 am

Business inventories*

Dec.

--

N/A

10 am

Consumer sentiment index

Feb.

92.8

91.2

DELAYED

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