Special report-15-mar-2019-epic-research

Page 1

Special Report

15-MAR-2019

Global markets at a glance

World Indices

The S&P 500 slipped on Thursday, snapping a three-day streak of gains, as uncertainty over when a trade deal between the United States and China would be reached left investors on edge.The Dow Jones Industrial Average rose 7.05 points, or 0.03 percent, to 25,709.94, the S&P 500 lost 2.44 points, or 0.09 percent, to 2,808.48, and the Nasdaq Composite dropped 12.50 points, or 0.16 percent, to 7,630.91.

Index

Value

% Change

DJI

25709

+0.03

S&P500

2808

-0.09

NASDAQ

7630

-0.16

FTSE100

7185

+0.37

21473 29134

+0.88 +0.98

Asian stocks made modest gains on Friday, tracking improved global sentiment after UK lawmakers voted to delay Brexit and as a weaker yen supported Japanese shares, but a fresh flare up in US-China trade concerns is expected to cap gains.MSCI broadest index of Asia-Pacific shares outside Japan inched up 0.06 percent. Japan’s Nikkei climbed 0.9 percent and South Korea’s KOSPI rose 0.45 percent.Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 19 points or 0.17 percent. Nifty futures were trading around 10,366-level on the Singaporean Exchange. Oil prices were steady on Friday, supported as production cuts led by OPEC and US sanctions against Venezuela and Iran likely created a slight deficit in global supply in the first quarter of 2019. But oil prices have been capped by concerns that an economic slowdown will soon start denting growth in fuel demand.

Top Gainers

PREVIOUS DAY ROUNDOFF Indian equity markets traded in a narrow range throughout the day as a marginal hint of profit booking weighed in. Nifty Realty index was among the top outperformers, closing ~2% higher led by a strong rally in DLF, which gained 5% at close and managed to add fresh long positions.Nifty IT index remained under selling pressure for the 6th day in a row along with rising PCR, indicating a negative bias. IndusInd Bank & Just Dial added long positions with a fresh spike in open interest for the third day in a row. Market breadth ended in favour of declines with the advance/decline ratio closing at 1:2x. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+9.80pts], Consumption[-2.80pts],PSE[+16.45pts],CPSE [+40.40pts],Energy[-16.85pts],FMCG[+15.70pts],Auto[42 .05 pts],Pharm a[+84.65 pts],IT[ -82 .45 pts],Metal [+16.30pts],Realty[+5.45pts], Fin Serv sector[-6.85pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

153.65

5.45

3.68

1,682.70

46.35

2.83

Yes Bank

249.85

5.55

2.27

Sun Pharma

466.15

9.65

2.11

243.2

4.55

1.91

CMP

Change

% Chg

187.6 1,006.75 2,751.70 3,964.15 179.55

-7.15 -21.6 -51.95 -61.5 -2.15

-3.67 -2.1 -1.85 -1.53 -1.18

NTPC IndusInd Bank

Coal India

Top Losers Company

Power Grid Corp HCL Tech Hero Motocorp UltraTechCement Tata Motors

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

11343

+1.60

+0.01

SENSEX

37754

+2.72

+0.01

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Special Report

15-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 415420 with stop loss of 425 /430 for target of 410 .

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 

Brent crude oil futures were at $67.15 per barrel at 0126 GMT, 8 cents below their last close, but still within a dollar of the $68.14 2019-high reached theprevious day. US West Texas Intermediate (WTI) crude oil futures were at $58.55 per barrel, down 6 cents from their last settlement, and not far off their 2019 -high of $58.74 from the previous day.

A meeting between US President Donald Trump and Chinese President Xi Jinping to resolve the ongoing trade war won't take place this month and is more likely to occur in April at the earliest, Bloomberg reported on March 14 citing unnamed sources.Negotiatiors from both countries have been working towards a deal to resolve the trade dispute. The Wall Street Journal reported earlier this month that Xi and Trump could reach a formal trade deal at a summit around March 27, but Trump said on March 13 he was in no rush to complete a deal.

India's oil imports rose 4.6 percent in February from a year earlier to about 5 million barrels per day (bpd), according to tanker arrival data from shipping and industry sources. cargoes were discharged in March.

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Special Report

15-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

0.05 32,77,385

12,85,680

BANKNIFTY

CE

29,100

0.05 25,02,162

BANKNIFTY

CE

28,900

5.5 18,82,190

YESBANK

CE

250 11.75

11,756

11,39,520 Bajaj Consumer Care: Company engaged the services of Bain & Company which will help the company in 3,07,400 formulating a front-end strategy for growth and also help 57,22,500 in implementing it.

INDUSINDBK

CE

1,700 31.95

11,436

YESBANK

CE

RELIANCE RELIANCE

260

7.75

10,131

CE

1,380 13.95

9,178

CE

1,360 20.85

8,432

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

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

4,12,500

NIFTY FUTURE 53,09,500 NIFTY - On Thursday market is in narrow range due to weekly expiry of Nifty 50 option . Nifty opened at high 6,16,000 but not sustain & last two days Pre –Election rally has 9,11,000 stoped for a time being ,but it may expected to be contiune upto 11500 . Buying in Banking, NBFC , & 2,83,500 Reality sector .On teachnical point of view nifty broke a Open channel line & our recommendation is to Buy nifty future Interest on decline in range 11300-11330 Target 11380/11415 Sl 11240 .

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

PE

28,900

0.05

27,85,196

8,63,120

BANKNIFTY

PE

28,800

0.1

25,43,248

9,79,080

BANKNIFTY

PE

28,700

0.1

15,73,098

5,81,420

RELIANCE

PE

1,340 25.45

8,665

5,16,000

RELIANCE

PE

1,300 11.75

5,445

10,64,500

RELIANCE

PE

1,320

17

5,094

7,01,500

YESBANK

PE

240

5.7

4,256

24,37,750

RELCAPITAL

PE

170

14

3,503

13,12,500

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

39125

2847.01

33867

2361.89

287854

22966.39

485.1155

INDEX OPTIONS

4530703

277402.90

4527844

277129.39

914679

70750.14

273.5076

STOCK FUTURES

181935

11072.91

178652

10731.31

1418277

89266.42

341.5964

STOCK OPTIONS

116706

7202.22

117064

7280.77

129897

8113.12

-78.5525 1021.667

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11416

11379

11346

11310

11277

BANKNIFTY

29188

29055

28937

28805

28687

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Special Report

15-MAR-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: Gold BUY ABOVE 31780 TARGET 31800/31850 SL 31740 Gold Sell BELOW 31850 TARGET 31800/31770 SL 31920

SILVER TRADING STRATEGY: Silver BUY ABOVE 38300 TARGET 38350/38400 SL 38200 Silver Sell BELOW 38120 TARGET 38050/38000 SL 38240

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

15-MAR-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 8830 TARGET 8845/8860/8890 SL 8770 SELL GUARGUM APR BELOW 8800 TARGET 8785/8760/8740 SL 8860

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 6570 TARGET 6585/6600/6615 SL 6510 SELL CORIANDER APR BELOW 6530 TARGET 6515/6495/6470 SL 6590

Malaysian palm oil futures declined for a sixth consecutive session on Wednesday to their lowest in three months on pressure from expectations of lower demand in top importer India and rising domestic production. The benchmark third-month palm oil contract on the Bursa Malaysia Derivatives Exchange finished down 1.3 percent at 2,089 ringgit a tonne. Earlier in the session, the market hit its weakest since mid-December at 2,070 ringgit a tonne. World palm oil demand may suffer its first contraction in two decades during the 2019/20 crop year due to rising domestic oilseed supplies in India and slowing demand in Europe and China, industry sources told Reuters. Production of rapeseed, used to make an alternative oil to palm, is likely to be a record 8 million tonnes. So, India's imports will be the same around the last level of 15 million tonnes, said a top official of the Solvent Extractors Association of India, the industry group representing oilseed producers. Palm oil exports from Malaysia, the world’s second-largest palm producer, to the European Union slid to 264,005 tonnes in February from 405,867 tonnes a month ago, latest data from cargo surveyor Societe Generale de Surveillance (SGS) showed. Inflation based on wholesale prices rose to 2.93% in February over the previous month due to hardening of prices of primary articles, fuel and power, according to latest government data.The Wholesale Price Index (WPI) based inflation stood at 2.76 per cent in January, 2019. WPI inflation stood at 2.74 per cent during February 2018. Inflation of primary articles, which includes kitchen essentials like potato, onion, fruits, and milk increased to 4.84 per cent during the month, as against 3.54 in January, the data revealed.

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Special Report

15-MAR-2019

RBI Reference Rate Currency Rupee- $ Euro

Rate Currency

Rate

69.4525 Yen

62.8750

78.64 GBP

91.8725

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 Australian dollar fell on Thursday after reports that a meeting between China and the United States to end their trade war had been delayed.The meeting between President Donald Trump and President Xi Jinping won't occur this month and is more likely to happen in April at the earliest, Bloomberg reported. Australian dollar reacted the most to the report, falling to its lowest in three days at $0.7049, down 0.6 percent on the day.Concern remains that any escalation in the trade conflict will hit hard export -oriented economies such as Australia, whose biggest trading partner is China.The yuan was relatively stable in the offshore market. At 1030 GMT it was down half a percent at 6.7353, not far from a one-month low of 6.7372 CNH=D3The dollar gained for the first time in a week as the pound fell after a vote on Brexit that failed to deliver much clarity on where Britain's relationship with the European Union was headed.The pound had soared nearly 2 percent late on Wednesday after British lawmakers voted against a potentially disorderly "no-deal" departure from the European Union.The pound was down 0.9 percent at $1.3208 at 1040 GMT. Traders are bracing for a parliamentary vote later today that's expected to call for a short delay to Brexit. The British pound edged lower in early European hours on Thursday, easing off Wednesday's nine-month high posted after U.K.lawmakers voted emphatically against leaving the EU without a transitional deal.The pound was down 0.2% at $1.3317 by 4:45AM ET (08:45 GMT), after rallying 2.1% a day earlier.The currency went as high as $1.3380, a level not seen since June 2018, after parliament's vote, which paves the way for a vote later Thursday that could delay Brexit until at least the end of June."Yesterday’s vote to reject a no-deal Brexit does not remove the risk of a disorderly Brexit on March 29," Singapore's DBS said in a note. "Hence, the pound's appreciation yesterday is still set on shaky and not on firm foundation."Analysts said the real test for sterling was yet to come as lawmakers still need to agree a way forward before an extension on Britain's exit could be obtained from the EU."If they manage to achieve cross-party support for a deal, likely a 'softer Brexit' sort of a deal – this could potentially be very good news for UK assets," said Russel Silberston, Co-Head of Multi Asset at Investec Asset Management.

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Special Report

15-MAR-2019

Date

Commodity/ Currency Pairs

14/03/19

NCDEX DHANIYA

APR

BUY

6650

14/03/19

NCDEX DHANIYA

APR

Sell

14/03/19

NCDEX GUARGUM5

MAR

14/03/19

NCDEX GUARGUM5

14/03/19

Contract Strategy

Entry Level

Stop Loss

Remark

6665/6685/67 10

6710

NOT EXECUTED

6630

6615/6595/65 70

6570

TARGET

BUY

8750

8765/8785/88 15

8810

TARGET

MAR

SELL

8700

8685/8665/86 35

8370

NOT EXECUTED

MCX GOLD

APR

BUY

32170

32230/32270

32100

NOT EXECUTED

14/03/19

MCX GOLD

APR

SELL

32100

32070-32050

32200

TARGET

14/03/19

MCX SILVER

MAY

BUY

38800

38850/38900

38720

NOT EXECUTED

14/03/19

MCX SILVER

MAY

SELL

38700

38640/38600

38760

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

14/03/19

NIFTY

FUTURE

BUY

11150-11160

11250-11300

11000

NOT EXECUTED

14/03/19

BEML

FUTURE

BUY

960-963

980/1000

940

TARGET

14/03/19

TATAGLOBAL

FUTURE

BUY

205-206

208/215

200

TARGET

14/03/19

IIFL

CASH

BUY

404-405

410/420

400

TARGET

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Special Report

15-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

15-MAR-2019

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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: 2019-03-15 09:15+05:30

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