Special report-17-jan-2019-epic-research

Page 1

Special Report

17–JAN-2019

Global markets at a glance The Dow Jones Industrial Average rose 155.75 points, or 0.65 percent, to 24,065.59, the S&P 500 gained 27.69 points, or 1.07 percent, to 2,610.3 and the Nasdaq Composite added 117.92 points, or 1.71 percent, to 7,023.83.Wall Street’s major indexes hit one-month highs on Wednesday as strong earnings from Bank of America Corp and Goldman Sachs Group Inc boosted investor sentiment.The Dow Jones Industrial Average rose 141.57 points, or 0.59 percent, to 24,207.16, the S&P 500 gained 5.8 points, or 0.22 percent, to 2,616.1 and the Nasdaq Composite added 10.86 points, or 0.15 percent, to 7,034.69.Asian shares crept higher on Thursday as upbeat bank earnings bolstered Wall Street, while an anti-climactic end to the latest chapter in the Brexit saga gave sterling a moment’s peace.MSCI's broadest index of Asia-Pacific shares outside Japan edged up 0.1 percent, with Australia and South Korea's KOSPI ahead by 0.2 percent each. Japan's Nikkei climbed 0.3 percent. However, E-Mini futures for the S&P 500 dipped 0.1 percent during early Asian hours.Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 16 points or 0.15 percent. Nifty futures were trading around 10,941-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Indian benchmark indices witnessed a lackluster trading session on Wednesday after a sharp surge in the previous session.Benchmark indices ended absolutely flat, with Nifty ending the day 3 points higher at 10,890 and Bank Nifty closing on a relatively higher note, up 82 points at 27,483. The gains in the Bank Nifty index were led by PSU banking stocks with the Nifty PSU Bank index closing 0.6% higher.Infosys, meanwhile, continued with its strong performance and extended its gains for the second consecutive session before ending the day 1.4% higher at Rs736. Bank Nifty saw an addition of long positions as open interest soared higher with a marginal rise in the underlying price. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+18pts], Consumption[+25pts],PSE[+18.05pts],CPSE[+8.1pts],Energy [+900ts],FMCG[+92pts],Auto[+10.5pts],Pharma[+60Pts],IT [+145.35pts],Metal[-4.6pts],Realty[+3.15pts], Fin Serv sector[+73.2pts].

World Indices Index

Value

% Change

DJI

24102

-0.20

S&P500

2610

+1.07

NASDAQ

7034

+0.15

FTSE100

6862

-0.47

2616 26775

+0.22 -0.20

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Yes Bank

208.35

5.35

2.64

Indiabulls Hsg

829.6

20.75

2.57

IndusInd Bank

1,526.70

31.5

2.11

Wipro

336.55

6.75

2.05

BPCL

347.25

5.55

1.62

CMP

Change

% Chg

286.45 275.85 2,569.85 196.3 766.1

-5.65 -3.9 -34.35 -2.6 -9.85

-1.93 -1.39 -1.32 -1.31 -1.27

Top Losers Company

JSW Steel Bharti Infratel Bajaj Finance Vedanta UPL

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

1,560.00

2.45

0.16

796

45.8

6.15

LIQUIDETF

1,000.01

-0.02

0

MAHSCOOTER

3,499.00

145.65

4.4

MUTHOOTFIN

545.35

12.45

2.37

Prev. Close

Change

%Chg

1.85

0.05

2.63

APLAPOLLO

1,045.00

31.95

2.91

ASIANTILES BASF CURATECH

140.25 1,500.00 0.95

-4.15 -12.65 -0.05

-2.86 -0.83 -5

AARTIIND LINDEINDIA

Stocks at 52 Week’s LOW Symbol

ABGSHIP

Indian Indices Company

NIFTY SENSEX

CMP

10890 36321

Change

+3.50 +2.96

% Chg

+0.04 +0.01

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Special Report

17–JAN-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. TITAN [FUTURE ] In Titan on daily chart as well as weekly we have seen the breakout & also asending triangle breakout .In last two trading session strong buying force by trader . Derivative data also suggest that traders are bullish on this .Our recommendation is Buy in range 975 Target 980/985 SL 965

REPCOHOME Stock has given the breakout of the neckline of the double bottom pattern on the daily chart with the good volumes and closed near to days high. We recommend buying above 430 for the target of 435 with the stop loss of 420

2. SIEMENS [FUTURE]

MACRO NEWS

Stock siemens near to its resistense level 1075. If resistense level breakout we get then we expect move of 100-150  points in up side . In last week we have seen that stock is traded in a particular range . Derivative data also suggest that traders are bullish on this stock .Our recommendation is to buy the stock in the range of 1076 Target 1082/1087 Sl 1063 .

The World Bank has committed to provide India funds worth $300 million to aid its energy efficiency programme, sources told Moneycontrol. The move will help the government set up the requisite infrastructure to push forward its ambition of expanding electric mobility in the country. In a meeting held in December 2018, the Ministry of New and Renewable Energy (MNRE) informed the Committee of Secretaries that the World Bank would route the aid to India through Energy Efficiency Services Ltd (EESL), a government-owned public sector unit, people aware of the development said.EESL did not respond to Moneycontrol’s request for comment at the time of publishing. received. SBI plans to sell over Rs 15,000 crore worth bad loans belonging to Essar Steel to recover its dues from the debt-laden steel maker."State Bank of India (SBI) invites expression of interest (EoI) from banks/ARCs/ NBFCs/FIs for the proposed sale of its non performing financial asset with total dues of Rs 15,431.44 crore," the bank said in an advertisement.

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Special Report

17–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,600

31.5

8,63,039

8,80,120

BANKNIFTY

CE

27,700

14.8

7,94,158

BANKNIFTY

CE

27,500

64

7,47,502

RELIANCE

CE

1,160

18

11,124

RELIANCE

CE

1,140

26.5

RELIANCE

CE

1,180

11.4

RELIANCE

CE

1,200

6.95

ZEEL

CE

480

4.05

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

Mindtree Q3: Profit falls to Rs 191.2 crore versus Rs 206.3 crore; revenue rises to Rs 1,787.2 crore versus Rs 1,755.4 crore QoQ.

Fortis Healthcare: Company completes the acquisition of 10,66,280 the entire portfolio of Indian assets of RHT Health Trust 8,61,960 (RHT). 16,87,000

NIFTY FUTURE Nifty followed global market and started 18,82,000 with gap up but today IT and share made pressure in 7,393 10,27,500 market due to that whole day Nifty traded in sideways and in last one hour it loosed almost fifty per cent gains 7,000 16,69,500 in intraday. On daily chart it created bearish candle since 6,825 23,27,000 Nifty forming Open Broadening pattern so we it will be buy in decline around 10850 with stop loss o 10770 for 5,823 2,83,500 the target of 10920/10970. 8,909

LTP

Traded Volume (Contracts)

Open Interest

PE

27,400 53.35

7,38,837

6,59,260

BANKNIFTY

PE

27,300

25

6,94,641

8,18,740

BANKNIFTY

PE

27,500

99

6,64,103

5,40,300

RELIANCE

PE

1,100

11.1

6,764

9,67,000

RELIANCE

PE

1,120 17.45

6,401

7,08,000

RELIANCE

PE

1,140

26.5

5,671

5,34,000

YESBANK

PE

200

6

4,137

24,90,250

MARUTI

PE

7,200 91.05

2,775

82,725

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

38463

2990.25

50569

3808.33

478464

37656.73

-818.0797

INDEX OPTIONS

1358150

82558.87

1353102

82193.30

827203

62031.92

365.5662

STOCK FUTURES

188787

11383.20

184977

11212.03

1390806

85380.87

171.1741

STOCK OPTIONS

113896

6811.92

114874

6856.21

164006

9648.46

-44.2911 -325.6305

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10949

10920

10898

10868

10847

BANKNIFTY

27632

27557

27480

27406

27328

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Special Report

17–JAN-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 32100 TGT 32150/32190 SL BELOW 32000 SELL GOLD BELOW 31900 TGT 31850/31800 SL ABOVE 32020

SILVER TRADING STRATEGY: BUY SILVER ABOVE 39500 TGT 39550/39600 SL BELOW 39350 SELL SILVER BELOW 39200 TGT 39100 39050 SL ABOVE 39350

COMMODITY ROUNDUP Gold prices edged up on Wednesday in Asia as political uncertainty in the U.K. boosted demand for the safe-haven metal.Gold futures for February delivery on the Comex division of the New York Mercantile Exchange was up 0.2% at $1,290.35 a troy ounce by 12:40 AM ET (05:40 GMT).The gain in gold prices came after U.K. Prime Minister Theresa May’s Brexit plan was voted down by a hefty margin.The House of Commons voted 432 versus 202 against Prime Minister May’s Brexit Deal on Tuesday. Following the defeat, May now faces a confidence vote in Parliament later today.If nothing is approved by March 29, Britain would make a “no-deal” departure from the bloc, which could pose dire economic risks.Meanwhile, in separate appearances, several Federal Reserve officials agreed on Wednesday in Asia that the central bank should halt further rate hikes until it is clear how much the U.S. economic outlook will be held back by “larger risks”, including a slowing Chinese economy and the continuing U.S. government shutdown. Gold regained some positive traction on Wednesday, albeit remained well within a broader trading range held over the past one week or so.Spot prices edged through the Asian session and remained support by the UK political/Brexit uncertainty, which underpinned the precious metal's perceived safe-haven demand. This coupled with dovish Fed expectations, reinforced by comments by various FOMC members, and provided an additional boost to the non-yielding yellow metal. Meanwhile, a weaker tone surrounding the US Dollar extended some additional support to the dollar-denominated commodity, though bulls lacked any strong conviction amid the prevalent risk-on mood. China's stimulus pledge to counter the economic slowdown continued prompting some risk-on trade and turned out to be the only factor keeping a lid on any runaway rally for the commodity. In absence of any major market moving economic releases from the US, the broader market risk-sentiment and the USD price dynamics might continue to act as key determinants of the metal's intraday momentum through Remains supported by dovish Fed expectations and the UK political/Brexit uncertainties. • The uptick remains capped amid the prevalent risk-on mood/ fading safe-haven demand.Gold regained some positive traction on Wednesday, albeit remained well within a broader trading range held over the past one week or so.

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Special Report

17–JAN-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8600 TARGET 8615/8640/8660 SL 8540 SELL GUARGUM JAN BELOW 8550 TARGET 8535/8520/8490 SL 8610

NCDEX INDICES Index

Value

% Change

Barley

1941

-1.27

Castor Seed

5348

1.44

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4198 6167 1930 4348

-1.85 -2.74 -1.43 0.24

17490

-0.51

3959 3466 6626

0.61 0.7 0.18

Jeera Mustardseed Soy Bean Turmeric

According to the price analysis done by Tamil Nadu Agriculture University ( TNAU), Coconut would fetch a better price for farmer till March.Farmers could expect good quality Coconut to fetch a farm gate price of Rs 15 to Rs 17 per piece.The study also found that the damage caused to Coconut plantation due to the cyclone Gaja and the up coming festival season would spur the demand for Coconuts.Coconut is cultivated in 20.79 India's output of small Cardamom in 2018-19 (Jul-Jun) is likely to fall around 30% from last year's 20,640 tonnes. DHANIYA TRADING STRATEGY: BUY DHANIYA JAN ABOVE 6680 TARGET 6695/6720/6740 SL 6620 SELL DHANIYA JAN BELOW 6650 TARGET 6635/6620/6590 SL 6710

The number is better than initial estimates of a 40-50% fall in production, mainly due to faster-than-projected recovery of the crop after severe rain and floods lashed Kerala in August.Kerala accounts for 85-90% of the country's total Cardamom production, with Tamil Nadu and Karnataka equally contributing the rest.Not just weather adversities, but usage of poor-quality fertilisers is also likely to have hit Cardamom output this year.Prices of Cardamom on the Multi Commodity Exchange of India have been rising due to crop shortage in domestic markets. The most active February contract of the spice hit an eight-year high of 1,639.90 rupees per kg.Malaysia kept its export tax on crude palm oil for February at 0%, industry body Malaysian Palm Oil Board (MPOB) said in a notification.The tax has been at 0% since September.Malaysia, the world's secondlargest producer of palm oil, calculated a palm oil reference price of RM1,904.44 (US$463.48) per tonne for February. Any price above RM2,250 incurs a tax. Exports of Malaysian palm oil products for Jan 1-15 rose 17.0% to 615,565 tonnes from 525,939 tonnes shipped during Dec 1-15, according to cargo surveyor Intertek Testing Services (ITS).

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Special Report

17–JAN-2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

71.24 Yen

65.2825

Euro

81.44 GBP

90.34

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.25 TARGET 71.35 71.45 SL 71 SELL USDINR FUTURE BELOW 70.9 TARGET 70.8 70.7 SL 71.2

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 91.75 TARGET 91.85 91.95 SL 91.55 SELL GBPINR FUTURE BELOW 91.4 TARGET 91.3 91.2 SL 91.7

Rate

The dollar fell versus other major currencies for a fourth straight session on Tuesday, as investors grew increasingly convinced the Federal Reserve will not raise interest rates this year amid uncertainties over the US economy.The rupee weakened further by 19 paise on Wednesday to close at 71.24 against the US dollar amid a strengthening greenback and fresh capital outflows.Higher bond yields, which spiked on concerns that the government may overshoot the fiscal deficit target in an election year, too weighed on the domestic unit, forex traders said.The rupee has now lost a hefty 83 paise in four straight sessions.Meanwhile, the pound rallied after British Prime Minister Theresa May's divorce deal to leave the EU was overwhelmingly rejected by MPs, leading to speculation that UK lawmakers may be forced to have a re-look at the entire Brexit process.The rupee opened on a weak note at 71.10 at the interbank forex market and lost further ground to reach an intra-day low of 71.27.However, it pared some losses to finally finish at 71.24 per US dollar, down 19 paise over its previous close of 71.05."Indian rupee depreciated for the fourth day in row amid higher bond yield and expectation of expansionary fiscal policy in coming budget. The rupee was Asia's worst performing major currency in 2018 when it lost 9 per cent versus the dollar, and it's still in the cellar for 2019 so far," said V K Sharma, Head PCG and Capital Markets Strategy, HDFC Securities. The US dollar gained against key currencies overseas, while rise in demand for the greenback from exporters also pressured the domestic unit, traders said.The dollar index, which gauges the greenback's strength against a basket of six currencies, rose 0.03 per cent to 96.06 in late afternoon trade.Easing crude oil prices supported the domestic currency to some extent.Brent crude, the global benchmark, was trading at USD 60.48 per barrel, lower by 0.26 per cent. Meanwhile, after swinging nearly 200 points, the 30-share BSE Sensex index settled just 2.96 points, or 0.01 per cent, higher at 36,321.29. The broader NSE Nifty inched up 3.50 points, or 0.03 per cent, to 10,890.30.

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Special Report

17–JAN-2019

Date

Commodity/ Currency Pairs

16/1/19

NCDEX DHANIYA

JAN

BUY

6020

16/1/19

NCDEX DHANIYA

JAN

Sell

16/1/19

NCDEX GUARGUM5

JAN

16/1/19

NCDEX GUARGUM5

16/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6035/6055/60 80

5960

NOT EXECUTED

6000

5985/5960/59 40

6060

TARGET

BUY

8380

8395/8420/84 40

8320

TARGET

JAN

SELL

8350

8335/8320/82 90

8410

TARGET

MCX GOLD

JAN

BUY

31790

31840 31940

31720

16/1/19

MCX GOLD

JAN

SELL

31700

31650 31550

31770

16/1/19

MCX SILVER

MAR

BUY

39500

39550 39600

39350

TARGET HIT

16/1/19

MCX SILVER

MAR

SELL

39200

39100 39050

39350

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

NOT EXECUTED

TARGET HIT

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

16/1/19

NIFTY

FUTURE

BUY

10850

10920/10970

10750

NOT EXECUTED

16/1/19

TITAN

FUTURE

BUY

975

980/985

965

NOT EXECUTED

16/1/19

SIEMENS

FUTURE

BUY

1076

1082/1087

1063

NOT EXECUTEED

16/1/19

REPOHOME

CASH

BUY

430

435

420

TARGET

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Special Report

17–JAN-2019

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN COULD DELAY THE RELEASE OF SOME DATA THIS WEEK MONDAY, JAN. 14 None scheduled TUESDAY, JAN. 15 8:30 am

Producer price index

Dec.

-0.1%

0.1%

8:30 am

Empire state index

Jan.

--

10.9

8:30 am

Retail sales*

Dec.

0.1%

0.2%

8:30 am

Retail sales ex-autos*

Dec.

0.0%

0.2%

8:30 am

Import price index

Dec.

--

-1.6%

10 am

Business inventories*

Nov.

--

0.6%

10 am

Home builders' index

Jan.

--

56

8:30 am

Weekly jobless claims

1/12

220,000

216,000

8:30 am

Housing starts*

Dec.

1.256mln

1.256mln

8:30 am

Building permits*

Dec.

--

1.328mln

8:30 am

Philly Fed index

--

9.1

WEDNESDAY, JAN. 16

THURSDAY, JAN. 17

9:45 am

Markit manufacturing index flash

9:45 am Markit18 services index flash FRIDAY, JAN.

Nov.

Jan.

Nov.

--

55.7

--

54.8

9:15 am

Industrial production

Dec.

0.3%

0.6%

9:15 am

Capacity utilization

Dec.

78.5%

78.5%

10 am

Consumer sentiment index

Jan.

98.0

98.3

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