Special report-16-nov-2018-epic research

Page 1

Special Report 16-Nov-2018

Global markets at a glance Wall Street stocks fell on Thursday , with the S&P 500 notching a fifth straight day of losses as financial stocks were hit by fears that regulations on the banking industry would tighten once the Democratic Party takes control of the US House of Representatives. Financial stocks fell after Democrat Maxine Waters, who is expected to become chair of the House Financial Services Committee, made clear that she intends to push for stricter rules on the sector. Waters said she was concerned by the Federal Reserve's efforts to reduce capital and liquidity requirements for banks and wants the central bank to vigorously supervise large banks.The financial sector dropped 1.4 percent and was the biggest percentage decliner on the S&P 500. The S&P 500 Banks index fell 1.7 percent.US stocks pared losses somewhat after British Prime Minister Theresa May won the backing of her senior ministers on a draft agreement for exiting the European Union, though they resumed their descent in the last halfhour of trading. Asian stocks edged up on Thursday as a steep slide in crude oil prices which had chilled investor sentiment slowed, while the pound and euro were supported after British Prime Minister Theresa May gained cabinet support for a Brexit deal. PREVIOUS DAY ROUNDOFF Markets continued the positive momentum with Nifty and Bank Nifty gaining traction in the second half of the session. Nifty ended the day 40 points higher at 10,576 led by gains in financial and metal stocks. Bank Nifty ended the weekly expiry 224 points higher on account of short covering in at-the-money strikes. However, the real outperformer of the day's session was Jet Airways, which ended the day ~24% higher after reports emerged that Tata Group was considering the acquisition of the cash-strapped carrier.Tracking the derivative data points, Nifty Futures and Bank Nifty Futures witnessed a surge in open interest to the tune of1.7% and 16%, respectively.On the options front, short covering was witnessed in Bank Nifty for major at-the-money strikes with 26000CE and 26100CE shedding ~8 lakh shares and ~5.4 lakh shares, respectively, which propelled the index higher.India Vix ended the day 1.94% lower at 18.45. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-0.04pts], Consumption[+0.25s],PSE[-0.10pts],CPSE[-0.52pts],Energy [-0.21pts],FMCG[-0.09pts],Auto[+0.63pts],Pharma [+0.03pts],IT[+0.11pts],Metal[+0.76pts],Realty[+1.70 pts], Fin Serv sector[1.10pts].

World Indices Index

Value

% Change

25289.49

+0.83

2730

+1.06

NASDAQ

7259.03

+1.69

FTSE100

7038.01

0.06

21784.17 25784.48

-0.12 -0.033

DJI S&P500

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Adani Ports

346.2

14.2

4.28

Titan Company

920.8

28.6

3.21

23,945.35

705.25

3.03

Kotak Mahindra

1,162.25

32.35

2.86

Hero Motocorp

2,922.15

74.6

2.62

CMP

Change

% Chg

808.7 205.85 804.85 153.8 255.4

-67.65 -16.55 -34.45 -3.55 -4.65

-7.72 -7.44 -4.1 -2.26 -1.79

Eicher Motors

Top Losers Company

Grasim Yes Bank Indiabulls Hsg NTPC Bharti Infratel

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AARTIIND

1438.25

-13.25

-0.92

APOLLOHOSP

1168.05

82.6

7.07

ATUL

3457.6

68.9

1.99

BIRLACABLE

200.55

-2.05

-1.02

24.8

1.2

4.84

Prev. Close

Change

%Chg

42.7

0.3

0.7

52.95

-2.6

-4.91

2.95 1.45 282.15

0 0.05 -5.95

0 3.45 -2.11

ELECTROSL

Stocks at 52 Week’s LOW Symbol

ADHUNIKIND AIFL ALCHEM ANGIND ASAHIINDIA

Indian Indices Company

CMP

Change

% Chg

NIFTY

10616.70

+40.40

0.38

SENSEX

35260.54

+118.55

+0.34

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Special Report 16-Nov-2018

RECOMMENDATIONS [FUTURE] 1. JustDIAL [FUTURE ] Stock has given the breakout of ascending triangle on the closing basis on the daily chart and closed near to days high. It also maintained itself above the 200 EMA on the hourly chart. We recommend buying around the 500 level for the target of 505 with the stop loss of 495

STOCK RECOMMENDATION [CASH] Yes Bank [CASH] Stock is consolidating from past a few trading sessions and today performed well good volumes in downside It also formed the Bearish pattern on the daily chart. We recommend SELL above the 199 level for the target of 194 /190 with the stop loss of 204

MACRO NEWS 

Oil rebounds from steep sell-off as OPEC, partners discuss supply cutOil rose about 1 percent on Wednesday, recouping some of the previous session's heavy sell-off, on growing prospects that the Organization of the Petroleum Exporting Countries and allied producers would cut output at a meeting next month to prop up prices.

JSW Steel sets sights on troubled steel companiesJSW Steel is training its eyes on downstream assets as it looks at the next round of companies that have been referred to the insolvency courts.

Vodafone Idea reports loss of Rs 4,973 cr for Sept quarter, mulls raising Rs 25k cr

Auto manufacturers may recoup lost pricing power in 2019 pre-buying burstOnline fashion retailer Jabong, which was acquired by Myntra in a discount deal in 2016, is expected to lay off around 200-250 people, which is 40-50 percent of its total workforce, two sources told Moneycontrol.The development comes just two days after the exit of Flipkart Group Chief Executive Officer Binny Bansal.

Glenmark Pharmaceuticals receives ANDA approval for Teriflunomide Tablets, 7 mg and 14 mg

2. YES Bank [FUTURE] Stock is consolidating from past a few trading sessions and today performed well good volumes in downside It also formed the Bearish pattern on the daily chart. We recommend SELL above the 199 level for the target of 194 /190 with the stop loss of 204

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Special Report 16-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

26,200

0.05 32,20,211

20,16,920

BANKNIFTY

CE

26,100

43.2 25,36,356

BANKNIFTY

CE

26,300

0.05 16,80,046

RELIANCE

CE

1,100

22.5

7,773

MARUTI

CE

7,500

135

7,571

1,27,275

YESBANK

CE

220

6.4

5,910

36,54,000

TATASTEEL

CE

600

9.5

5,886

19,66,033

RELIANCE

CE

1,120 14.35

5,584

14,70,000

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

Yes Bank - O. P. Bhatt has tendered his resignation from his duties as an External Expert of the Search & Selection Committee

Glenmark Pharmaceuticals receives ANDA approval for 1,94,900 Teriflunomide Tablets, 7 mg and 14 mg 16,61,100 NIFTY FUTURE Last trading session NIFTY Future close on 28,63,000

2,83,500

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

PE

26,000

0.05

19,19,965

BANKNIFTY

PE

25,900

0.05

17,95,767

BANKNIFTY

PE

25,800

0.05

17,00,407

YESBANK

PE

200

9.1

9,295

RELIANCE

PE

1,080 16.85

4,532

YESBANK

PE

210

13.6

4,204

YESBANK

PE

180

3.65

4,005

flatish note with mildly Bullish candle in daily chart,and if 13,35,760 we go technically on chart we can clearly see that nifty future respect major resistsance level 10700 then after 13,91,200 nifty retrace and made a low around 10550, It’s support 14,88,480 level.During the week highest OI add at 10500 PUT and 49,71,750 maximum OI at 10700 CALL option in the week. And volatile moves may continue in the market.So we can 6,92,000 follow buy on decline strategy it will be good, buy around 14,29,750 10570-10580 for the target of 10620/10650 with SL of 24,20,250 10540

YESBANK

PE

190

5.7

3,785

17,25,500

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

66781

4364.32

66489

4272.53

412314

31350.74

91.7901

INDEX OPTIONS

2284494

128135.38

2273286

127533.33

1015050

73617.14

602.0536

STOCK FUTURES

264769

15212.25

286715

16427.35

1396881

82368.79

-1215.0953

STOCK OPTIONS

172022

10099.96

171422

10033.10

156839

9449.02

66.857 -454.3946

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10695.9

10656..3

10606.9

10567.3

10517.9

BANKNIFTY

26496.4

26325.61

26026.8

25856.01

25557.2

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Special Report 16-Nov-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 30725 TGT 30775 30875 SL BELOW 30650 SELL GOLD BELOW 30600 TGT 30550 3450 SL ABOVE 30680

SILVER TRADING STRATEGY: BUY SILVER ABOVE 36300 TGT 36450 36650 SL BELOW 36100 SELL SILVER BELOW 36000 TGT 35850 35650 SL ABOVE 36200

COMMODITY ROUNDUP Gold held steady on Thursday as the dollar regained momentum after Britain's Brexit agreement was thrown into turmoil, offsetting limited interest in the metal from investors seeking cover from the political fallout.Spot gold XAU= was unchanged at $1,211.21 per ounce at 1057 GMT. Prices rose 1 percent in the previous session.U.S. gold futures GCcv1 were up 0.1 percent at $1,211.60 per ounce.The dollar index .DXY jumped, making bullion less attractive for holders of other currencies, after Britain's Brexit deal with the European Union was plunged into chaos. FRX/ However, some safe haven demand flowed into gold, a traditional store of value during times of political and economic uncertainty, as stock markets declined. MKTS/ GLOB"We have seen some resignations from the British cabinet so that uncertainty is offering some support to gold prices in the immediate term," ING analyst Warren Patterson said."We will find very good support at $1,200 but will struggle to break up above $1,250 in the near term."Just over 12 hours after May announced that her team of top ministers had agreed to the terms of the draft agreement, Brexit Minister Dominic Raab and Work and Pensions Minister Esther McVey quit, saying they could not support it. Dollar has emerged as a dominant safe haven asset this year, denting appeal for gold, which has fallen 11 percent from an April peak as investors opted for the greenback instead, especially as the U.S.- China trade tussle played out against a backdrop of rising U.S. interest rates. As a result, oil inventories are rising. The American Petroleum Institute said late on Wednesday that crude inventories rose by 8.8 million barrels in the week to Nov. 9 to 440.7 million, compared with analyst expectations for an increase of 3.2 million barrels.Fearing a renewed glut like in 2014, when prices crashed under the weight of oversupply, the Organization of the Petroleum Exporting Countries (OPEC) is discussing supply cuts.To do so successfully, OPEC - under the de-facto leadership of Saudi Arabia - will need Russia on its side, which is not an OPEC member. A joint effort between OPEC and Russia to withhold supply from 2017 was a major contributor to crude price rises last year and in the first half of 2018.

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Special Report 16-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 9980 TARGET 10010/10040 SL 9930 SELL GUARGUM ABOVE DEC 9840 TARGET 9810/9790/9750 SL 9950

NCDEX INDICES Index

Value

% Change

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

1906.5 6176 4580 6232 1957 4669

1.91 -1.33 -0.22 1.89 2.76 0.92

Jeera

19690

-0.33

4100 3352 6590

-0.24 0.84 -0.61

Mustardseed Soy Bean Turmeric

Nagpur Soybean, Soyoil, Soymeal Open-November 15, 2018 Nagpur, Nov 15 (Reuters) – Prices of Castor oil in non-edible oil prices today touched ro a record high in Vidarbha region of Western Maharashtra on increased offtake by oil paint industries amid a firming trend in producing regions. Buying activity in this oil picked up because of poor crop position reports in this season. Trading activity other major edible oils reported weak as traders adopted wait and watch move, sources said Thursday. DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6650 TARGET 6680/6710/6730 SL 6560 SELL DHANIYA DEC ABOVE 6640 TARGET 6400/6380 SL 6700

Asian refining margins for 10ppm gasoil rose to a fresh fouryear peak on Thursday, boosted by the current weakness in crude prices, while middle distillate inventories in Singapore declined for the first time in three weeks.Refining margins for gasoil with 10ppm sulphur content GO10SGCKMc1 rose to $18.90 a barrel over Dubai crude during Asian trading hours, their strongest since November 2014. The margins were at $18.66 a barrel on Tuesday. The current weakness in crude oil prices is helping gasoil margins at the moment, when overall demand also seems to be quite steady, a Singapore-based trader said. India, which is one of the key players in the region, posted diesel sales of 6.99 million tonnes in October, a rise of 6.7 percent compared to the same period last year, and about 16 percent higher than in September, government data showed on Tuesday. consumption patterns in India typically impact its monthly export volumes, which in turn affects the overall supply in the region. Cash premiums for 10ppm gasoil GO10-SIN-DIF , however, fell to 10 cents a barrel to Singapore quotes, hurt by weaker buying interests in the physical market on Thursday. The premiums were at 19 cents a barrel on Wednesday.

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Special Report 16-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

72.0775 Yen

63.52

Euro

81.7239 GBP

93.6429

USD/INR TRADING STRATEGY: USD/INR

Indian rupee appreciated further as it is trading below 72 mark. It is trading higher by 42 paise at 71.89 per dollar.It opened 26 paise higher at 72.05 per dollar versus previous close 72.31.On Wednesday the rupee closed 36 paise higher at 72.31 against Tuesday's close 72.67 per dollar.

BUY USDINR NOV ABOVE 72.25 TGT 72.41 72.58 SL 72 SELL USDINR NOV BELOW 72.10 TGT 71.95 71.87 SL 72.30

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 92.60 TGT 92.75 92.9 SL 92.45 SELL GBPINR NOV BELOW 92.25 TGT 92.15 91.98 SL 92.40

Rupee consolidated in a narrow range but marginal appreciation was seen in the first half of the sessions following drop in global crude oil prices. In the past few sessions crude was weighed down after citing softening demand and after remarks from Saudi Arabia’s energy minister saying OPEC was considering cutting supply next year. But yesterday losses for the commodity were eroded on growing prospects that the Organization of the Petroleum Exporting Countries and allied producers would cut output at a meeting next month to prop up prices, said Motilal Oswal. EURUSD appreciated by 0.170 percent yesterday while EURINR depreciated by 0.1 percent during the same time frame. EU commission had asked Italy to revise their budget plans. However, Economy Minister Giovanni Tria said that the growth forecast contained in the budget is the result of technical evaluations and ‘non - negotiable,’ suggesting that the country is ready to f ace the EU Commission's sanctions creating more rifts between the two parties. GDP data from Germany came in at - 0.2 percent against market expectations of - 0.1 percent. Direct tax collection has already crossed Rs 5 lakh crore and will exceed the budgeted target of Rs 11.5 crore set for the current fiscal, CBDT Chairman Sushil Chandra said Wednesday. He further said that so far the I-T department has issued refunds to 2.15 crore assessees amounting to Rs 1.15 lakh crore and from now onwards the net collections will increase .We have already crossed the Rs 5 lakh crore figure that is 44 per cent of the net direct tax collection target. This is despite the fact there is a surge in refund," Chandra said. Speaking to reporters after inaugurating the pavillion of the Central Board of Direct Taxes (CBDT) at the India International Trade Fair (IITF), Chandra said the number of people voluntarily filing tax returns has gone up substantially, and 6.85 crore income tax returns were filed last year.

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Special Report 16-Nov-2018

Date

Commodity/ Currency Pairs

15/11/18

NCDEX DHANIYA

DEC

BUY

6500

15/11/18

NCDEX DHANIYA

DEC

Sell

15/11/18

NCDEX GUARGUM5

DEC

15/11/18

NCDEX GUARGUM5

15/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6530/6560/66 00

6400

SL HIT

6430

6400/6370/63 40

6530

TARGET

BUY

10010

10040/10070/ 10100

9900

TARGET HIT

DEC

SELL

9900

9870/9840/98 10

10000

NOT EXECUTED

MCX GOLD

DEC

BUY

30725

30775-20875

30650

NOT EXECUTED

15/11/18

MCX GOLD

DEC

SELL

30600

30550-30450

30880

FINAL TARGET

15/11/18

MCX SILVER

DEC

BUY

36300

36450-36650

36100

NOT EXECUTED

15/11/18

MCX SILVER

DEC

SELL

36000

35850-35650

36200

FINAL TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

15/11/18

NIFTY

FUTURE

BUY

10550-10560

10650-10700

10500

NOT EXECUTED

15/11/18

CADILAHC

FUTURE

BUY

370

375

365

SL HIT

15/11/18

BANK OF BARODA

FUTURE

BUY

114

116

112

SL HIT

15/11/18

FCONSUMER

CASH

BUY

53

54

52

NOT EXECUTED

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Special Report 16-Nov-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOUS

MONDAY, NOV. 12 Veterans Day TUESDAY, NOV. 13 6 am

NFIB small-business index

Oct.

2 pm

Federal budget

Oct.

107.9

WEDNESDAY, NOV. 14 8:30 am

Consumer price index

Oct.

0.1%

8:30 am

Core CPI

Oct.

0.1%

THURSDAY, NOV. 15 8:30 am

Weekly jobless claims

11/10

8:30 am

Retail sales

Oct.

0.1%

8:30 am

Retail sales ex-autos

Oct.

-0.1%

8:30 am

Philly Fed

Nov.

22.2

8:30 am

Empire state index

Nov.

21.1

8:30 am

Import price index

Oct.

0.5%

10 am

Business inventories

Sept.

0.5%

FRIDAY, NOV. 16 9:15 am

Industrial production

Oct.

0.3%

9:15 am

Capacity utilization

Oct.

78.1%

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