Special report-19-nov-2018-epic-research

Page 1

Special Report 19-Nov-2018

Global markets at a glance The S&P 500 and Dow Industrials rose on Friday after President Donald Trump said the United States may not have to impose further tariffs on Chinese goods, but falling shares of Nvidia Corp dragged down the Nasdaq.All three indexes had been lower in early trade as an underwhelming outlook from Nvidia weighed on the tech sector.US stocks moved higher after Trump said China seemed willing to make a deal on trade."The market is paying attention very closely to anything surrounding trade," said Veronica Willis, investment strategy analyst at Wells Fargo Investment Institute in St. Louis. "(A trade deal) would boost expectations for global growth, which would ultimately be good for stocks." Nvidia's shares tumbled 18.8 percent after the chipmaker pointed to the decline in cryptocurrency mining as the cause of its declining sales. The chipmaker's shares also weighed on the Philadelphia SE Semiconductor index , which declined 1.2 percent.Facebook shares also dropped 3.0 percent upon renewed concerns that the company could face regulatory scrutiny following a New York Times report on Wednesday about the company's attempts to deflect criticism of its handling of Russian propaganda. PREVIOUS DAY ROUNDOFF Markets continued the positive momentum with Nifty and Bank Nifty trading with a positive bias throughout the day. The Nifty outperformed Bank Nifty by ~0.3% as across-theboard buying was witnessed in Reliance, Bharti Airtel, Hdfc Ltd, and so on.Telecom stocks rose with Vodafone Idea soaring ~15%, backed by an addition of fresh long positions. The market breadth ended in the favor of declines with the advance/decline ratio closing at 2:3. Tracking the derivative data points, Nifty Futures and Bank Nifty Futures witnessed a surge in open interest to the tune of 4% and 0.5%, respectively, mainly comprising long positions.On the options front, across-the-board short covering was seen in Nifty in-the-money call option strikes, with 10600CE shedding ~3.5 lakh shares in open positions. India Vix ended the day 0.54% lower at 18.35. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-0.30pts], Consumption[+0.71pts],PSE[-1.21pts],CPSE[1.61pts],Energy[1.29pts],FMCG[+0.46pts],Auto [+0.05pts],Pharma[+0.90pts],IT[+0.83pts],M etal[ 1.56pts],Realty[+0.25 pts], Fin Serv sector[+0.77 pts].

World Indices Index

Value

% Change

25289.49

+0.83

2730

+1.06

NASDAQ

7247.87

+1.69

FTSE100

7013.88

-0.34

21680.34 26183.53

-0.57 +031

DJI S&P500

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

332.75

28.35

9.31

1,022.20

33.45

3.38

24,735.00

789.65

3.3

831.9

23.2

2.87

1,127.40

30.55

2.79

CMP

Change

% Chg

191 766.2 335.1 574.1 143.35

-14.85 -38.65 -9.5 -15.25 -3.3

-7.21 -4.8 -2.76 -2.59 -2.25

Bharti Airtel HCL Tech Eicher Motors Grasim Reliance

Top Losers Company

Yes Bank Indiabulls Hsg JSW Steel Tata Steel IOC

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

10682.20

+65.2

+0.62

SENSEX

35547..16

+196..62

+0.56

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

RECOMMENDATIONS [FUTURE] 1. NMDC [FUTURE ] On daily chart we have seen that stock is traded near its support level . In last trading session a large bearish candle form with strong volume . After analysis of derivative data its indicate that traders view is to sell the stock . Our recommendation is also sell the stock future from 100 Target 97/95 Sl 104 .

STOCK RECOMMENDATION [CASH] Siemen [CASH] On daily chart we have seen that stock is traded near its resistance level . In last two trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to long the stock . Our recommendation is also Buy the stock in the range of 970-975 target 980/985/1000 Sl 960

MACRO NEWS 2. Siemens [FUTURE] On daily chart we have seen that stock is traded near its resistance level . In last two trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to long the stock . Our recommendation is also Buy the stock in the range of 970972 target 980/985/1000 Sl 960

Urjit Patel and his four deputies, who all are members of the RBI's 18-member central board, will present a united front, while a few independent directors too are expected to support the central bank's mission to clean up bank balance sheets, sources said.

P-notes are issued by registered foreign portfolio investors (FPIs) to overseas investors who wish to be part of the Indian stock market without registering themselves directly. They, however, need to go through a due diligence process.

Asian shares inched cautiously higher on Monday amid conflicting signals on the chance of a truce in the SinoUS trade dispute, while a new-found air of concern on the global outlook at the Federal Reserve undermined the dollar Wall Street had firmed on Friday after US President Donald Trump said that he may not impose more tariffs on Chinese goods after Beijing sent a list of measures it was willing to take to resolve trade tensions.The comment stoked speculation of a deal when Trump meets Chinese President Xi Jinping on the sidelines of a G20 summit in Argentina later this month.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

26,500 103.85

5,06,950

BANKNIFTY

CE

26,400

138

2,96,403

5,89,240 Ashapura Intimates Fashion Q2: Loss at Rs 34.21 crore 2,72,980 versus profit at Rs 3.44 crore; revenue falls to Rs 51.01 crore

BANKNIFTY

CE

26,300

181

2,44,295

2,65,540

RELIANCE

CE

1,140

16.9

15,869

17,26,000 NIFTY FUTURE

RELIANCE

CE

1,120

26

13,631

YESBANK

CE

200

9.05

10,169

RELIANCE

CE

1,100

38.3

9,593

RELIANCE

CE

1,160

10.5

9,353

10,19,000 Nifty 50 on Monday seen the sell off in market . Nifty 52,30,750 approch towards 10700 in intra day . Strong in value of rupee is in favaour of indian market . Our 14,98,500 recommendation is to Buy the nifty future in range of 12,55,500 10660 . Target 10690/10715/10730 SL 10620

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

Optio Strike n Price Type

RELIANCE

PE

YESBANK

PE

RELIANCE

PE

BANKNIFTY

Open Interest

versus Rs 51.12 crore YoY.

2,83,500

LTP

Traded Volume (Contracts)

Open Interest

12

9,429

9,31,000

190 10.65

8,406

23,69,500

6.95

7,095

9,19,000

PE

26,000 124.9

4,01,312

4,02,100

BANKNIFTY

PE

25,800

75

3,09,523

4,20,860

BANKNIFTY

PE

25,900

95

2,56,814

2,36,940

BANKNIFTY

PE

25,700

56.5

2,24,085

4,56,760

BANKNIFTY

PE

25,500

37

2,20,058

5,65,860

1,100

1,080

HCL Infosystems: Company received orders from Central Excise & Central Goods & Services Tax to pay Rs 74 crore with interest and penalty.

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

43076

2962.09

40730

2799.04

441518

33755.85

163.0467

INDEX OPTIONS

1198876

71376.90

1203180

71705.81

1034703

75779.10

-328.9161

STOCK FUTURES

244036

13404.70

256512

13848.35

1429318

83787.26

-443.6539

STOCK OPTIONS

156297

8830.43

157679

9056.57

166325

9948.59

-226.1343 -835.6576

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10733.93

10707.87

10669.53

10643.87

10605.53

BANKNIFTY

26443.87

26344.73

26233.67

26134.53

26023.46

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 30950 TGT 31070 31170 SL BELOW 30700 SELL GOLD BELOW 31100 TGT 30050 30000 SL ABOVE 30 31150

SILVER TRADING STRATEGY: BUY SILVER ABOVE 37000 TGT 37150 37200 SL BELOW 36820 SELL SILVER BELOW 36900 TGT 36800 36700 SL ABOVE 37180

COMMODITY ROUNDUP Nagpur Soybean, Soyoil, Soymeal Open-November 16, 2018 Nagpur, Nov 16 (Reuters) – The rising trend in Castor oil prices in non-edible section remained unabated for the fourth straight day today in Vidarbha region of Central Maharashtra as prices rise further on increased buying by oil paint industries for the ongoing festival season, amid a firm trend in producing belts. Trading activity in other edible oils reported weak as traders because of good recovery in international edible oils, sources said Tuesday Gold prices rose on Friday, having hit a one-week high earlier in the session, as investors sought safe-haven assets amid fears of a chaotic departure for Britain from the European Union.UK Prime Minister Theresa May's draft Brexit plan ran into dispute after the resignation of key ministers from her government and eurosceptic lawmakers stepped up efforts to topple her, provoking fears the country could crash out of the EU without a divorce deal. issues around Brexit have invigorated a little bit of safehaven buying in the market ... The focus of the market has turned slightly to geopolitical issues at the moment," said ANZ analyst Daniel Hynes.Spot gold XAU= was up 0.2 percent at $1,214.93 per ounce, as of 0720 GMT. Earlier in the session, the bullion hit $1,216.79, its highest since Nov. 9.Prices are expected to end the week higher after declining nearly 2 percent last week.U.S. gold futures GCcv1 were flat at $1,215.3 per ounce.

"Gold should continue to find demand on dips, provided the U.S. dollar remains in check," Stephen Innes, APAC trading head at OANDA in Singapore said in a note.The dollar index .DXY , which measures the greenback against a basket of six major currencies, was at 96.91, not far from a 16month high of 97.69 hit at the start of the week. USD/ Investors also kept an eye on the U.S.-China trade tensions as they looked for concrete signs the economic powers were seeking to de-escalate their dispute. may continue to struggle for direction in the near term as conflicting messages out of the White House cast doubt on prospects for de-escalation in the U.S. trade war with China even as markets continue to worry about UK politics," said Ilya Spivak, a currency strategist for DailyFX.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

NCDEX INDICES Index

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 9980 TARGET 10010/10040 SL 9930 SELL GUARGUM ABOVE 9630/9600 /9570 SL 9800

DEC

9680

TARGET

Value

% Change

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

1943 6020 4449 6160 2007.5 4630

0.08 -3.99 -2.99 -2.99 0.02 -1.38

Jeera

19290

-1.2

4013 3376 6600

-2.43 -0.12 0.76

Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6580 TARGET 6610/6640/6610 SL 6450 SELL DHANIYA DEC ABOVE 6530 TARGET 6400/6380 SL 6700

The yield on the benchmark 10-year government security will trade in a relatively wide range of 7.6-8 per cent till December, a report said Thursday. The benchmark g-sec is trading at between 7.7-7.75 per cent at present, domestic rating agency Icra said. It said the yield will be influenced by various factors including crude oil prices, the evolving balance of various fiscal risks, likelihood of revision in governments market borrowing in Q4, magnitude of open market operatiion In the report, the agency said price of the Indian crude oil basket is likely to remain considerably lower in the immediate term than the average of USD 80 per barrel in October 2018. It attributed this expectation to factors like exemptions from US sanctions on Iran for India and seven other jurisdictions. However, factors like supplydemand balances, the evolving scenario related to geopolitical developments, and the extent of concerns regarding the impact of trade wars on on global growth would impart volatility to crude prices . Oil ended slightly firmer after volatile trading on Friday, supported by expectations that the Organization of the Petroleum Exporting Countries would agree to cut output next month, though prices fell for the sixth straight week amid global oversupply concerns. OPEC kingpin Saudi Arabia is keen for the major producers to cut output by about 1.4 million barrels per day, around 1.5 percent of global supply, to support the market, sources told Reuters this week. But other producers, including Russia, have been reluctant to agree to a cut. LCOc1 settled up 14 cents, or 0.2 percent, at $66.76 a barrel. The global benchmark fell 4.6 percent in the week, the sixth consecutive decline.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.97 Yen

63.48

81.4773 GBP

92.1265

Euro 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 TGT 71.85 71.78 SL 72.20 SELL USDINR NOV BELOW 72.10 TGT 72 71.9 SL 72.30

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 92.25 TGT 92.35 92.40 SL 92 SELL GBPINR NOV BELOW 92 TGT 91.9 91.8 SL 92.25

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 .

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-Nov-2018

Date

Commodity/ Currency Pairs

16/11/18

NCDEX DHANIYA

DEC

BUY

6650

16/11/18

NCDEX DHANIYA

DEC

Sell

16/11/18

NCDEX GUARGUM5

DEC

16/11/18

NCDEX GUARGUM5

16/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6680/6710/67 30

6560

TARGET HIT

6640

6400/6380

6700

SL HIT

BUY

9980

10010/10040

9930

NOT EXECUTED

DEC

SELL

9840

9810/9790/97 50

9950

TARGET HIT

MCX GOLD

DEC

BUY

30725

30775-20875

30650

NOT EXECUTED

16/11/18

MCX GOLD

DEC

SELL

30600

30550-30450

30880

FINAL TARGET

16/11/18

MCX SILVER

DEC

BUY

36300

36450-36650

36100

NOT EXECUTED

16/11/18

MCX SILVER

DEC

SELL

36000

35850-35650

36200

FINAL TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

16/11/18

NIFTY

FUTURE

BUY

10570-10580

10620/10650

10540

NOT EXECUTED

16/11/18

YES BANK

FUTURE

SELL

199

194/190

204

TARGET HIT

16/11/18

JUST DIAL

FUTURE

BUY

500

495

505

SL HIT

16/11/18

YES BANK

CASH

BUY

199

194/190

204

TARGET HIT

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 19-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%

Disclaimer The information and views in this report, our website & all the service we provide are believed to be reliable, but we do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. This material is for personal information and based upon it & takes no responsibility. The information given herein should be treated as only factor, while making investment decision. The report does not provide individually tailor-made investment advice. Epic research recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. Epic research shall not be responsible for any transaction conducted based on the information given in this report, which is in violation of rules and regulations of NSE and BSE. The share price projections shown are not necessarily indicative of future price performance. The information herein, together with all estimates and forecasts, can change without notice. Analyst or any person related to epic research might be holding positions in the stocks recommended. It is understood that anyone who is browsing through the site has done so at his free will and does not read any views expressed as a recommendation for which either the site or its owners or anyone can be held responsible for . Any surfing and reading of the information is the acceptance of this disclaimer. All Rights Reserved. Investment in equity & bullion market has its own risks. We, however, do not vouch for the accuracy or the completeness thereof. We are not responsible for any loss incurred whatsoever for any financial profits or loss which may arise from the recommendations above epic research does not purport to be an invitation or an offer to buy or sell any financial instrument. Our Clients (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Report or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions can be taken.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.