Special report-18-jan-2019-epic-research

Page 1

Special Report

18–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 Benchmark indices remained volatile during the day but ended on the positive side with Nifty finished above 10,900 mark.The Sensex was up 52.79 points at 36374.08, while Nifty was up 14.90 points at 10,905.20. About 1046 shares have advanced, 1496 shares declined, and 173 shares are unchanged. HCL Tech, Axis Bank, HDFC, TCS and M&M were the top gainers on the Sensex, while top losers were Sun Pharma, Yes Bank, SBI, Bajaj Finance and HUL.

World Indices Index

Value

% Change

DJI

24417

+0.39

S&P500

2635

+0.76

NASDAQ

7084

+0.71

FTSE100

6834

-0.40

20654 27033

+1.24 +0.37

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

BPCL

355.2

7.95

2.29

GAIL

332.4

6.9

2.12

Axis Bank

676.65

12.65

1.91

HCL Tech

954.7

16.45

1.75

280.45

4.6

1.67

CMP

Change

% Chg

426.55 201.5 440.9 297.4 20,369.95

-27.25 -6.85 -11.2 -5.75 -365.75

-6 -3.29 -2.48 -1.9 -1.76

Bharti Infratel

Top Losers Company

Sun Pharma Yes Bank Zee Entertain SBI Eicher Motors

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

AARTIIND LINDEINDIA

Among the sector pharma and PSU bank stocks were under pressure as indices lost 1.3 percent, while some buying was seen in the IT stocks.

Stocks at 52 Week’s LOW

Index stats

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

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].

Symbol

ABGSHIP

Indian Indices Company

NIFTY SENSEX

CMP

10905.2 36374

Change

+14.9 +52.79

% Chg

+0.14 +0.15

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Special Report

18–JAN-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. BIOCON [FUTURE ] In Biocon we have seen that stock closing near its pivot resistense level . Strong buying seen in last 3 days .Traders view that company shows strong fundamnetal ,so bullish on this stock . All though pharma sector is not performing as good .Our recommendation is to buy stock above 660 Target 665/670 Sl 650

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 450 for the target of 455/462 with the stop loss of 440

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 1066 Target 1070/1078 Sl 1050 .

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

18–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

BANKNIFTY

CE

27,500

7.65 18,715.08

BANKNIFTY

CE

27,600

0.05

4,529.00

BANKNIFTY

CE

27,700

0.05

969.77

RELIANCE

CE

1,160

15.5

1,160.19

RELIANCE

CE

1,140

23.6

1,452.23

RELIANCE

CE

1,180

9.55

557.03

RELIANCE

CE

1,200

5.8

TCS

CE

1,900

28.9

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST

Traded Volume (Contracts)

Hindustan Unilever Q3: Profit rises 8.9 percent to Rs 1,444 crore versus Rs 1,326 crore; revenue increases 11.3 percent to Rs 9,558 crore versus Rs 8,590 crore YoY. Volume growth unchanged at 10 percent (QoQ) & 2,70,400 versus 11 percent YoY. 22,66,300 Open Interest

18,51,480 AU Small Finance Bank Q3: Profit rises 20.8 percent toRs 95.3 crore versus Rs 79 crore; net interest income 21,67,500 jumps 38.9 percent to Rs 348 crore versus Rs 250.4 21,03,500 crore YoY. 15,54,000

NIFTY FUTURE Nifty followed global market and started 22,97,000 with gap up but today Pharam and Media share made 575.24 8,43,500 pressure in market due to that whole day Nifty traded in sideways and in last one hour it loosed almost fifty per 5,823 2,83,500 cent gains in intraday. On daily chart it created bearish Traded Open candle since Nifty forming Open Broadening pattern so Volume Interest we it will be buy in decline around 10850 with stop loss o (Contracts) 10770 for the target of 10920/10970. 11,912.47 14,34,840 321.88

Symbol

Optio Strike n Price Type

LTP

BANKNIFTY

PE

27,400

0.05

BANKNIFTY

PE

27,500

0.05

20,130.00

18,84,700

BANKNIFTY

PE

27,300

0.05

1,896.67

13,99,500

RELIANCE

PE

1,100

11.5

506.25

13,15,000

RELIANCE

PE

1,120

18

732.44

8,41,500

RELIANCE

PE

1,140

27.4

1,004.91

8,25,500

YESBANK

PE

200

8.95

691.66

22,13,750

RELIANCE

PE

1,080

7

158.97

13,85,500

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

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

10979

10942

10893

10856

10807

BANKNIFTY

27768

27648

27491

27372

27215

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Special Report

18–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 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. The precious metal struggled to build on the overnight positive momentum and was again seen retreating from the top end of a near one-week-old trading range. The recent price-action constituted towards the formation of a rectangle, usually seen as continuation pattern but sometimes mark significant trend tops/bottoms. The fact that bulls have repeatedly failed ahead of the $1300 psychological mark points to increased selling pressure/long -unwinding pressure at higher levels. However, bullish technical indicators on hourly/daily charts remain supportive of persistent dip-buying interest at the lower end of the recent trading band.Hence, traders are likely to wait for a convincing breakthrough the mentioned range before positioning aggressively for the commodity's next leg of a directional move.Gold prices on Thursday rose by Rs 110 per grams to advance the gaining streak for the fourth straight day at the bullion market here on increased demand from local jewellers, according to the All India Sarafa Association.Silver, however, declined by Rs 300 to Rs 40,200 per kg on subdued demand from industrial units and coin makers.Gold of 99.9 per cent and 99.5 per cent purities advanced by Rs 110 each to Rs 33,300 per 10 grams and Rs 33,150 per 10 grams, respectively. Sovereign gold too rose by Rs 100 to Rs 25,500 per piece of eight grams.Traders said gold prices firmed up in line with positive global cues.Gold traded higher at USD 1,292.55 an ounce while silver stood at USD 15.57 an ounce in New York.The precious metal firmed up by 0.44 per cent to SGD 1,754 per ounce. In the previous three days, gold prices went up by Rs 315.Silver ready declined by Rs 300 to Rs 40,200 per kg, while weeklybased delivery dropped Rs 143 to Rs 39,690 per kg. Silver coins, however, held flat at Rs 77,000 for buying and Rs 78,000 for selling of 100 pieces.

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Special Report

18–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

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

Tamil Nadu Agricultural University (TNAU) has released 14 new diverse crop varieties for the benefit of the farming community.The varieties include Rice ADT 53 (short duration, 105 days), Rice VGD1 (semi dwarf, 130 days), Little millet ATL1 (samai), Greengram VBN 4, Groundnut BSR 2, Castor YTP 1, Kadam MTP 1 (for pulp and plywood), Bottlegourd PLR 2, Garlic Ooty 2, Star Jasmine CO 1, Kufri Sahyadri (potato), and banana varieties Kaveri Saba, Kaveri Kalki, Kaveri Sugantham.The State Variety Release Committee has given its approval for the release of crops.Kufri Sahyadri, a high yielding medium maturing potato variety has been released by CPRI, Ooty. Suited for cultivation in summer, autumn and spring, the average yield of tuber ranged between 28 and 35 tonnes/ha. India’s domestic crude oil production fell 3.47% in November to 2,780.60 Thousand Tonne (TMT), as compared to the corresponding month a year ago, primarily due to fall in production from fields operated by Oil and Natural Gas Corporation (ONGC).India’s domestic crude oil production in November 2017 stood at 2,880.67 TMT. Cumulatively, India’s crude oil production during the AprilNovember period of financial year 2018-2019 fell 3.63 per cent to 23,075 TMT, as compared to 23,943.75 TMT produced in the corresponding period a year ago. The fall was primarily due to lower crude oil production from fields operated by government-owned ONGC and Oil India. ONGC, India’s largest producer of crude oil and natural gas witnessed its crude oil production fall 5 per cent to 1705.36 TMT in the month of November primarily due to fall in production from its Western Offshore fields. Cumulatively, ONGC’s crude oil production during the AprilNovember period of financial year 2018-2019 decreased 5.60 per cent to 14,146.89 TMT as compared to 14,986.62 TMT produced in the corresponding period a year ago.

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Special Report

18–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 71.15 TARGET 71.25 71.355 SL 71 SELL USDINR FUTURE BELOW 71 TARGET 70.9 70.8 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

18–JAN-2019

Date

Commodity/ Currency Pairs

17/1/19

NCDEX DHANIYA

JAN

BUY

6680

17/1/19

NCDEX DHANIYA

JAN

Sell

17/1/19

NCDEX GUARGUM5

JAN

17/1/19

NCDEX GUARGUM5

17/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6695/6720/67 40

6620

NOT EXECUTED

6650

6635/6620/65 90

6710

TARGET

BUY

8600

8615/8640/86 60

8540

TARGET

JAN

SELL

8550

8535/8520/84 90

8610

TARGET

MCX GOLD

JAN

BUY

32100

32150/32190

32000

17/1/19

MCX GOLD

JAN

SELL

31900

31850/31800

32020

17/1/19

MCX SILVER

MAR

BUY

39500

39550 39600

39350

TARGET HIT

17/1/19

MCX SILVER

MAR

SELL

39200

39100 39050

39350

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

NOT EXECUTED

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

17/1/19

NIFTY

FUTURE

BUY

10850

10920/10970

10750

NOT EXECUTED

17/1/19

TITAN

FUTURE

BUY

975

980/985

965

NOT EXECUTED

17/1/19

SIEMENS

FUTURE

BUY

1076

1082/1087

1063

NOT EXECUTEED

17/1/19

REPOHOME

CASH

BUY

430

435

420

NOT EXECUTED

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Special Report

18–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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