Special report-17-august-2018-epic-research

Page 1

Special Report 17-Aug-2018

Global markets at a glance US stocks rebounded on Thursday with the Dow posting its biggest percentage gain in over four months, as positive earnings and waning trade jitters buoyed investor confidence.A broad rally pulled all three major US indexes higher following Wednesday’s sell-off.Walmart Inc shares jumped 9.3 percent after the world’s largest retailer topped earnings estimates and posted its best same-store sales growth in a decade.Easing trade tensions gave relief to tariff-vulnerable industrials, which led the Dow Jones Industrial Average’s advance. Boeing and Caterpillar ended the session up 4.3 percent and 3.2 percent, respectively.The S&P 500 industrial sector gained 1.2 percent.Escalating tariff rhetoric cooled down on news that Beijing will send a delegation to Washington to help resolve the growing trade conflict between the world’s two largest economies. Asian shares won a modest reprieve on Friday after China and the United States agreed to hold their first trade talks since June next week and as the Turkish lira extended gains from its record low earlier this week.MSCI’s broadest index of Asia-Pacific shares outside Japan was up 0.2 percent in early trade, a day after it hit its lowest level in a year.Japan’s Nikkei gained 0.5 percent while in US markets, the Dow Jones Industrial Average rose 1.58 percent and the S&P 500 gained 0.79 percent. Previous day Roundup The Nifty reversed gains in the second half of the session to close below its crucial support placed at 11,400 levels on Thursday. It made a bearish candle on the daily candlestick charts.The index slipped below its 5-exponential moving average (EMA) placed at 11,401, but above 13-EMA placed at 11,349. For the momentum to continue on Friday, the index should stay above 11,366 and climb above 11,400 levels.Failure of the index to hold above 11,366 which was the intraday low of Thursday, could drag the index towards 11,230 levels, they say.The Nifty50 which opened at 11,397 rose to an intraday high of 11,449.85. It slipped below 11400 to hit an intraday low of 11,366 before closing at 11,385, down 50 points.India VIX moved up by 2.73 percent at 13.64 levels. On the options front, maximum Put OI is placed at 11,000 followed by 11,200 strikes while maximum Call OI is placed at 11,500 followed by 11,400 strikes. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[16.05pts], Consumption[25.50pts],PSE[-0.10pts],CPSE [10.70pts],Energy[168.55pts],FMCG[245.50pts],Auto [46.45pts],Pharma[294.55pts],IT[129.00pts],Metal [8.80pts],Realty[5.35 pts], Fin Serv sector[67.15pts].

World Indices Index

Value

% Change

DJI

25,558.73

1.58

S&P500

2,845.25

-0.05

NASDAQ FTSE100

7,385.25 7,497.87

-0.04

22,265.02 27,229.29

0.33 0.47

NIKKEI HANG SENG

-1.52

Top Gainers Company

CMP

Change

% Chg

393.80

14.00

3.69

2,353.45

75.00

3.29

Sun Pharma

619.70

17.90

2.97

Lupin

849.75

13.00

1.55

1,429.55

21.25

1.51

CMP

Change

% Chg

Kotak Mahindra Vedanta Idea Cellular Zee Entertain

1,245.40 208.80 50.60 500.45

-47.60 -6.30 -1.40 -13.50

-3.68 -2.93 -2.69 -2.63

HDFC

1,891.20

-50.30

-2.5

GAIL Dr Reddys Labs

Infosys

Top Losers Company

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

193.3

0.7

0.36

1793.25

-25.25

-1.41

ALBERTDAVD

556.4

17

3.06

ALMONDZ

38.15

1.3

3.41

APCOTEXIND

605.1

16.9

2.79

ABFRL AIAENG

Stocks at 52 Week’s LOW Symbol

ABGSHIP ABMINTLTD AMTEKAUTO ASIANTILES ATLANTA

Prev. Close

Change

%Chg

5.15 17.5 7.1 230.2 35.15

0.05 -0.85 -0.15 -6.75 -0.55

0.97 -4.86 -2.11 -2.93 -1.56

Indian Indices Company

CMP

Change

% Chg

NIFTY

11385.00

-50.10

-0.44

SENSEX

37663.56

-188.44

-0.50

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Special Report 17-Aug-2018

RECOMMENDATIONS [FUTURE] 1.SUNPHARMA [FUTURE ] With the good fundamental this particular script has also plus point with respect to its technical , it is maintaining its uptrend and closedd above its crucial resistance level of 610, also it is trading at 52 weeks high point so buy on strength would be good opportunity to go with it here we advice you to buy sunpharma around the levels of 612-615 for the the targets of 625-635 with stoploss below 605.

2.DLF [FUTURE] The particular counter has breaked its downtrend by making a reverse head and shoulder pattern, in short its making a trend reversal chart pattern. In the earleir trading session it breaked its crucial resistance levekl of 205.50 and clsoed above it, so we adive you to buy dlf future around the levels of 206.90-208 for the targets of 212-216 with stoploss below 203.

STOCK RECOMMENDATION [CASH] NBCC [FUTURE] the particular script has rebounded from its support level of 71, in the previous two trading session it has shown reversal from its support level of 71 now it has closed above its resistance level of 74.50 we can witness that this uptrend upto the level of 77 so we advice you to buy around the levels of 74.50-75 for the the targets of 625635 with stoploss below 605.

MACRO NEW  Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 10 points or 0.09 percent. Nifty futures were trading around 11,432level on the Singaporean Exchange.  Amid a stalemate in the trade war with the US, China will send a top official to Washington this month to resume the high-level dialogue to resolve the deadlock over President Donald Trump's demand to drastically reduce the USD 375 billion trade deficit.Wang Shouwen, vice-minister of commerce, will lead a delegation to the US at the end of August to discuss bilateral trade issues with a team led by David Malpass, secretary of treasury for international affairs, the Chinese Commerce Ministry said in a statement yesterday. The initiative to resume talks followed a spate of tit-for-tat tariffs slapped by both the counties.  RBI Governor Urjit Patel voted for a rate hike at its policy meet earlier this month as a step towards keeping inflation below the mandated 4 per cent mark on a "durable basis", according to the minutes of the meeting released yesterday. Five of the six members of the all-powerful Monetary Policy Committee headed by Patel had voted for a 25 basis points hike in the benchmark lending rate (repo) on August 1.

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Special Report 17-Aug-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION

Indiabulls Real Estate: Q1 consolidated net profit down 0.9 percent at Rs 117 crore versus Rs 118.50 crore; consolidated net revenue up 38.5 percent at Rs 810.9 crore versus Rs 585.6 percent crore (YoY).

3,97,896

6,80,920  4,24,760

3,52,398

4,96,880

Fortis Healthcare: Q1 net loss of Rs 52.8 crore versus profit of Rs 22.6 crore; revenue down 9.9 percent at Rs 1,042 crore versus Rs 1,156.6 crore (YoY).

9.25

16,609

25,89,901

600

23.2

15,546

20,28,400

CE

580

16.9

12,187

16,68,953

SUNPHARMA

CE

620 13.85

10,112

21,39,500

TATASTEEL

CE

620

7,840

14,62,058

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

28,200

38.5

4,15,598

BANKNIFTY

CE

28,100

73

BANKNIFTY

CE

28,000 124.8

TATASTEEL

CE

600

SUNPHARMA

CE

TATASTEEL

4.8

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

Optio Strike n Price Type

BANKNIFTY

Open Interest

2,83,500

LTP

Traded Volume (Contracts)

Open Interest

PE

27,900 40.95

3,44,065

6,22,360

BANKNIFTY

PE

27,800 24.05

3,29,196

10,71,360

BANKNIFTY

PE

28,000

64

3,00,340

TATASTEEL

PE

560

9.05

10,201

TATASTEEL

PE

540

4.6

6,235

SUNPHARMA PE

560

4

5,838

TATASTEEL

580 16.55

4,802

540

4,420

PE

SUNPHARMA PE

2.45

NIFTY FUTURE

The index slipped below its 5-exponential moving 6,33,560 average (EMA) placed at 11,401, but above 13-EMA 11,44,819 placed at 11,349. For the momentum to continue on Friday, the index should stay above 11,366 and climb 13,81,422 above 11,400 levelsthe traders can make a short position 13,87,100 around its crucial resistance levels of 10440-20 for the 6,25,990 targets of 11350-300 in nifty future with stoploss above 11480. 11,40,700

FII DERIVATIVES STATISTICS BUY

SELL

No. of Contracts

Amount in Crores

INDEX FUTURES

20970

2015.49

29929

2737.91

INDEX OPTIONS

712922

71448.39

714828

STOCK FUTURES

163460

11154.74

STOCK OPTIONS

106459

8114.83

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

Amount in Crores

NET AMOUNT

322707

28023.56

-722.4196

71852.23

712100

62983.05

-403.8392

157324

10676.09

1143619

84822.14

478.6583

107152

8194.01

132073

9999.00

-79.1878 -726.7883

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11483.00

11434.00

11400.00

11351.00

11317.00

BANKNIFTY

28106.00

27966.00

27872.00

27732.00

27638.00

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Special Report 17-Aug-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD OCT FUT ABOVE 29600 TGT 29700 29900 SL BELOW 29500 SELL GOLD OCT FUT BELOW 29350 TGT 29250 29150 SL ABOVE 29450

SILVER TRADING STRATEGY: BUY SILVER SEP FUT ABOVE 37400 TGT 37600 37900 SL BELOW 37200 SELL SILVER SEP FUT BELOW 36700 TGT 36500 36300 SL ABOVE 36900

COMMODITY ROUNDUP Gold prices edged down and closed marginally lower on Friday, as the dollar strengthened against most major currencies. The dollar climbed to its best level in more than a year against major currencies. The lira crashed over 16% to a record low against the greenback amid fears the turmoil in Turkey's banking sector could significantly hurt the European economy. Russia's rouble dropped to its weakest level since late 2016 while the euro and pound hit their lowest levels in a year. With trade war concerns and imminent interest rate hikes by the Fed already keeping the dollar on a high against most major currencies, gold has been finding it tough to move higher from 2018 lows. The dollar index rose nearly 1% to 96.31.Gold futures for December ended down $0.90, or about 0.9%, at $1,219.00 an ounce. With today's fall, the yellow metal has recorded its fifth successive weekly decline. Crude oil prices climbed higher on Friday, lifted by International Energy Agency's forecast that world oil demand will increase by 110,000 barrels a day to 1.5 million barrels next year. The IEA said in its monthly oil market report that maintaining the world's oil supply will be very challenging, due to fresh U.S. sanctions against Iran. However, the agency noted that there were risks to the demand forecast from the escalating trade dispute along with any rally in prices caused by supply constraints.According to reports, China has decided to remove crude oil from its latest tariff list. Meanwhile, Baker Hughes reported today that the number of active U.S. rigs count increased by 10 to 869 for the week. Last week, rig count had dropped by 2. Crude oil futures for September delivery ended up $0.82, or 1.3%, at $67.63 a barrel. On Thursday, oil futures ended ended down $0.13, or 0.2%, at $66.81 a barrel. For the week, oil futures shed 1.3%, with concerns about likely supply shortage due to sanctions on Iran and disruptions in Libya and Venezuela. Concerns that the U.S.-China trade war could hurt global economic growth and result in a drop in demand for crude too contributed to oil's fall in recent sessions. Indian Copper futures on were trading at Rs 419 per kg, sliding around half a percent on the day. The prices were down amid weak global cues as COMEX Copper pulled back by nearly 0.70% today after a spurt in last session. India industrial production rose 7 percent year-on-year in June from a year ago, with strong gains across the board, official data showed Friday. Factory output growth measured in terms of the Index of Industrial Production (IIP) was revised upwards for May at 3.9 per cent from previous estimate of 3.2 per cent estimated .

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Special Report 17-Aug-2018

RECOMMENDATIONS GUARGUM5 BUY GUARGUM OCT FUT ABOVE 9800 TGT 9850 9900 SL BELOW 9750 BUY GUARGUM5 OCT ABOVE 9730 TARGET 9680 9630 SL 9780.

NCDEX INDICES Index

Value

% Change

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

1624.5 4610 4279 4901 1726 4464

-0.18 1.41 -0.42 -0.43 -0.49 1.69

Jeera

19150

-0.08

4110 3322 7000

0.27 -0.27 0.00

Mustardseed Soy Bean Turmeric

DHANIYA BUY DHANIYA SEP FUT ABOVE 4930 TGT 4980 5030 SL BELOW 4880 SELL DHANIYA SEP BELOW 4870 TARGET 4820 4770 SL 4920.

Weakness was seen in wheat due to thin buying in local mandies. The spot prices of wheat increased by Rs 10 per quintal at Delhi Mandi. As per latest update from United States Department of Agriculture (USDA), the global 2018/19 wheat supplies are seen decreasing 9.3 million tons due to primarily on lower production, which is the smallest in three years. Strong buying by traders has extended gains in turmeric market today. The total daily arrivals of 18000-25000 bags have been reported in Nizamabad mandi, while 1000-1200 bags in Erode mandi. The spot prices of turmeric increased by Rs 30 per quintal, with the price range of Rs 6950-7200 per quintal. Weakness in oilmeal demand has added selling in mustard seed market. As per latest data compiled by Ministry of Agriculture, oilseeds acreage declined by 1.15 percent on the account of decline in groundnut and sunflower area in Gujarat. Traders stated that spot prices decreased by more than Rs 12 per quintal today in Jaipur, while arrivals were reported in the range of 0.80-1.20 lakh bags. Domestic exports of farm and processed food products went up by nearly 6% growth in dollar terms to $4.68 billion during the April-June quarter of this year over the corresponding period last year according to the latest numbers from the Agricultural and Processed Foods Export Development Authority (Apeda). In rupee terms, the growth was higher, clocking around 10% to Rs 31,397 crore. The export growth has been buyoant mainly on account of strong demand for non-basmati rice, pulses, dairy products, guar gum, fruits, vegetable seeds etc. Buoyancy continued in Chana prices today due to limited supplies. The spot prices were trading in the range of Rs 4350-4400 per quintal with total arrivals of 12 motors. As per latest data compiled by Ministry of Agriculture, the Kharif pulses area lagged by 3.90% to stand at 115 lakh hectares.

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Special Report 17-Aug-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.2287 Yen

63.3500

Euro

79.9718 GBP

89.3670

USD/INR BUY USDINR ABOVE 70.50 TGT 70.80/71.10 SL BELOW 70.20 SELL USDINR BELOW 68.90 TGT 68.60/67.30 SL ABOVE 69.20

GBP/INR BUY GBPINR ABOVE 89.80 TGT 90.10/90.40 SL BELOW 89.50 SELL GBPINR BELOW 89.15 TGT 88.85/88.35 SL ABOVE 89.45

The Reserve Bank of India likely intervened in the foreign exchange market to support the rupee on Friday, after most emerging market currencies fell sharply on heightened global tensions, dealers said. The rupee fell to as low as 69.03 to the dollar, its lowest since July 24, before trimming some of its losses to trade at 68.95. The rupee has been the worst performing currency in Asia so far in 2018, falling 7.4 percent since the start of January. The currency has been beset by a host of factors, with higher oil prices adding to worries about inflation, current account and fiscal deficits and rising global trade tensions. The RBI has intervened strongly in recent months to slow the slide, but it has still lost 3 percent since start of June. With the central bank hiking interest rates, the rupee is expected to trade in a tight range in the coming year, possibly edging up to 68.22 but remaining near its historic low, a Reuters poll found. The sharp fall in the rupee had prompted foreign investors to sell $5.35 billion in debt and equity in India. But flows turned mildly positive in July and August. Since the rupee is traded over the counter, the size of interventions by the central bank during the day is difficult to ascertain. However, a few dealers estimated that the RBI might have sold close to $600-800 million so far on Friday to stem the rupee's fall. The RBI typically intervenes in forex market through staterun banks. Since April RBI has sold $21 billion in spot and $10 billion in forwards, according to traders and analysts, estimating from the fall in overall foreign exchange reserves and the central bank's monthly bulletin data. Turkey's lira plunged as much as 14 percent on Friday as worries about President Tayyip Erdogan's influence over monetary policy and worsening US relations snowballed into a market panic that also hit shares of European banks. The sell-off has deepened concern about exposure to Turkey, particularly whether over-leveraged companies will be able to pay back loans in euros and dollars after years of overseas borrowing to fund a construction boom under Erdogan. Erdogan's characteristic defiance in the face of the sell-off has further unnerved investors. The president, who says a shadowy "interest rate lobby" and Western credit ratings agencies are attempting to undermine Turkey's economy, said in a speech overnight that Turks should "have no worries".

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Special Report 17-Aug-2018

Date

Commodity/ Currency Pairs

16/08/18

NCDEX DHANIYA

AUG

BUY

16/08/18

NCDEX DHANIYA

OCT

16/08/18

NCDEX GUARGUM5

16/08/18

Contract Strategy

Entry Level

Target

Stop Loss

Remark

4990

5040 5140

4900

TARGET HIT

SELL

4930

4880 4800

4990

NOT EXECUTED

AUG

BUY

9530

9600 9700

9450

TARGET HIT

NCDEX GUARGUM5

AUG

SELL

9800

9700 9500

9900

SL TRIGGERED

16/08/18

MCX GOLD

AUG

BUY

29800

29850 30000

29730

NOT EXECUTED

16/08/18

MCX GOLD

AUG

SELL

29730

29630 29530

29800

NOT EXECUTED

16/08/18

MCX SILVER

SEP

BUY

38100

38300 38600

37900

NOT EXECUTED

16/08/18

MCX SILVER

SEP

SELL

37900

37700 37400

38100

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Target

Stop Loss

Remark

16/08/18

NIFTY

FUTURE

SELL

10440-20

11350-300

11480

OPEN

16/08/18

AUROPHARMA

FUTURE

BUY

638-640

650-660

630.

SL TRIGGERED

16/08/18

INFY

FUTURE

BUY

1400-1370

1430

SL TRIGGERED

16/08/18

PHILIPCARB

FUTURE

BUY

270-280

258

NOT EXECUTED

Entry Level

1421-25

263-264

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Special Report 17-Aug-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOUS

TUESDAY, AUG. 14

TUESDAY, AUG. 14

TUESDAY, AUG. 14

--

-0.4%

WEDNESDAY, AUG. 15

WEDNESDA Y, AUG. 15

11 am TUESDAY, AUG. 14

TUESDAY, AUG. 14

TUESDAY, AUG. 14 6 am

8:30 am WEDNESDA Y, AUG. 15

Import price index WEDNESDAY, AUG. 15

WEDNESD WEDNESDAY, AUG. AY, AUG. 15 15 8:30 am

8:30 am

Retail sales ex-autos

July

0.3%

0.4%

8:30 am

Empire state index

Aug.

--

22.6

8:30 am 8:30 am

Unit labor costs

Q2

0.0%

2.9%

9:15 am

Industrial production

July

0.3%

0.6%

9:15 am

Capacity utilization

July

78.2%

78.0%

10 am

Home builders' index

Aug.

--

68

THURSDAY, AUG. 16

THURSDAY, AUG. 16

--

213,000

10 am THURSDAY, AUG. 16

THURSDAY, AUG. 16

8:30 am

Weekly jobless claims

THURSDA THURSDAY, AUG. 16 Y, AUG. 16 Disclaimer 8/11

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