Special report-20-feb-2019-epic-research

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Special Report 20 -FEB-2019

Global markets at a glance US stocks gained ground on Tuesday as upbeat results from Walmart boosted investor sentiment and high-level USChina trade talks resumed in Washington. All three major US equity indexes closed higher, with the Nasdaq ending its seventh consecutive day in the black.The Dow Jones Industrial Average rose 8.07 points, or 0.03 percent, to 25,891.32, the S&P 500 gained 4.16 points, or 0.15 percent, to 2,779.76 and the Nasdaq Composite added 14.36 points, or 0.19 percent, to 7,486.77. Asian stocks gained a tad on Wednesday after USChina trade talks resumed while investors awaited minutes from the US Federal Reserve for clues onpolicymakers’ thinking on interest rates and its balance sheet reduction policy.MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.2 percent in early trade. Japan’s Nikkei gained 0.4 percent.Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 51.5 points or 0.49 percent. Nifty futures were trading around 10,665 - level on the Singaporean Exchange.According to Pivot charts, the key support level is placed at 10,552.4, followed by 10,500.5. If the index starts moving upward, key resistance levels to watch out are 10,689.5 and then 10,774.7. PREVIOUS DAY ROUNDOFF

World Indices Index

Value

% Change

DJI

25878

-0.02

S&P500

2779

+0.15

NASDAQ

7486

+0.19

FTSE100

7179

-0.59

21424 28439

+0.57 +0.75

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Vedanta

153.1

5.1

3.45

Grasim

718.35

18.5

2.64

BPCL

335.25

7.5

2.29

JSW Steel

266.85

4.95

1.89

Zee Entertain

446.45

7.5

1.71

CMP

Change

% Chg

1,904.80 363.45 133.7 1,480.50 724.3

-65.5 -12.15 -3.75 -36.5 -16.75

-3.32 -3.23 -2.73 -2.41 -2.26

Top Losers Company

TCS Wipro NTPC IndusInd Bank Infosys

Indian equity markets witnessed an extremely volatile trading session on Tuesday with benchmark indices erasing their gains at the fag-end of the day.Nifty ended the session 36 points lower at 10,604 after hitting an intraday high of 10,722. This was the eighth consecutive session of losses for the benchmark NSE index.Meanwhile, Bank Nifty too settled on a flat note, up 30 points, at 26,684, erasing over 300 points in intraday gains. Options chain data indicates support for Nifty at 10,500 followed by 10,400 while the immediate resistance on the upside is seen at 10,800 (28th Feb Expiry).

Stocks at 52 Week’s LOW

Index stats

21STCENMGM ABGSHIP

The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+19.45pts], Consumption[-0.60pts],PSE[+13.05pts],CPSE [+5.85pts],Energy[-22.75pts],FMCG[+44.55pts],Auto [+5.7pts],Pharma[ -21.25pts],IT[-325.50pts],Metal [+37.7pts],Realty[+3.85pts], Fin Serv sector[+9.85pts].

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

BALRAMCHIN

127.4

5.1

4.26

DHAMPURSUG

219.8

15.35

7.69

GOLDBEES

2,979.90

6

0.2

GOLDSHARE

2,996.00

8.35

0.28

HDFCMFGETF

3,060.00

18.45

0.61

Prev. Close

Change

%Chg

18.4

0.35

1.88

1.35

-0.05

-3.57

71.25 1.35 13.65

-1.5 0.05 -0.2

-2.05 3.57 -1.34

Symbol

ACE ADHUNIK ADROITINFO

Indian Indices Company

CMP

Change

% Chg

NIFTY

10604

-36.60

-0.34

SENSEX

35352

-145

-0.41

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Special Report 20 -FEB-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ]

REPCOHOME

TITAN -Titan is trading above its 100 DEMA .Our view is that stock may bounce back from lower level , recommendation is to Buy 1035 stock target will be 1040/1045 SL below 1025

Stock showing weakness in last week & it is going to be continued beacuse after analysis of derivate date we have seen the increase in open interest along with the price of stock fallen . Our recommendation is to sell the stock below 310 target 305/300 Sl 318 .

2. KSCL [FUTURE]

MACRO NEWS 

Oil prices slipped from 2019 highs on Wednesday as soaring US production and expectations of an economic slowdown undermined efforts led by producer club OPEC to cut supply to tighten global markets.US West Texas Intermediate (WTI) crude oil futures were at $55.84 per barrel at 0126 GMT, down 25 cents, or 0.5 percent, from their last settlement. WTI hit a 2019 high of $56.33 earlier this week. International Brent crude futures were down 27 cents, or 0.4 percent, at $66.18 per barrel after hitting a 2019 high of $66.83 per barrel on Monday.

Japan’s exports posted their biggest decline in more than two years in January, adding to concerns about slowing global demand and trade frictions as business confidence softens and orders for the country’s machinery goods fell sharply.Ministry of Finance data out on Wednesday showed Japan’s exports fell 8.4 percent in the year to January, versus a 5.5 percent annual drop expected byeconomists in a Reuters poll. It was the sharpest annual decline since October 2016, and followed a revised 3.9 percent year-on-year drop last December.

KSCL— In KSCL we have seen sharp selling in this week , we may expect that it will be continue in upcoming week also. On Technical point of view seen trend line breakdown & also stock not able to sustain at upper level. RSI & MACD also indicate downtrend in this stock with strong volume.Our recommendation is sell stock future in the range of 420 Target 415/410 Sl 432

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Special Report 20 -FEB-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,000

26.5

8,50,455

BANKNIFTY

CE

27,100

16

5,78,998

BANKNIFTY

CE

27,200

9.9

5,48,738

RELIANCE

CE

1,240

15.5

9,728

RELIANCE

CE

1,260

9.75

9,371

TCS

CE

2,000

10.9

7,449

RELIANCE

CE

1,280

5.35

6,935

RELIANCE

CE

1,300

3.5

6,337

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

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

Open Interest

ICICI Bank allotted 59,891 equity shares under ESOS

7,97,560 Ramco Cements - Green Products and Services Council of Confederation of Indian Industry has renewed the 5,13,000 GreenPro Certification for our Company's flagship product - RAMCO SUPERGRADE 5,21,160 13,24,500 NIFTY FUTURE NIFTY -On daily weekly chart we have 12,93,500 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 5,34,500 Raising wedge pattern in technical term bearish reversal 14,63,500 pattern .Nifty breach the important level of 11000 in this week ,but closing below 11000 .On technical point of 23,77,500 view still our recommendation is to sell nifty future in 2,83,500 the range of 10750 Target 10700/10650 SL 10850 Our strategy is to sell on rise .

LTP

Traded Volume (Contracts)

Open Interest

26,500

76

5,79,332

5,13,780

PE

26,700

150

5,20,308

2,62,080

BANKNIFTY

PE

26,800

204

4,97,252

2,87,460

RELIANCE

PE

1,200

18.5

7,913

10,43,000

RELIANCE

PE

1,220

27

6,007

5,78,500

TCS

PE

1,900

36

5,470

2,27,250

TATASTEEL

PE

460

6.15

5,050

10,02,645

YESBANK

PE

200

4.4

3,967

44,20,500

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

27607

1953.81

73094

5554.42

378025

29594.15

-3600.6063

INDEX OPTIONS

3119714

182034.68

3088262

180005.06

835121

62953.70

2029.615

STOCK FUTURES

263787

13604.61

264387

14104.13

1519302

89530.86

-499.5194

STOCK OPTIONS

200053

10680.74

194790

10354.77

170200

9838.80

325.9606 -1744.5501

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10774

10689

10637

10552

10500

BANKNIFTY

27139

26912

26768

26541

26398

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Special Report 20 -FEB-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: Gold Buy Above 33800 Target 33850/33900 Sl 33700 Gold Sell Below 33700 Target 33650/33600 Sl 33800

SILVER TRADING STRATEGY: Silver Buy Above 40600 Target 40650 /40700 Sl 40500 Silver Sell Below 40500 Target 40450 /40400 Sl 40600

COMMODITY ROUNDUP Iran's exports of crude oil were higher than expected in January and are at least holding steady this month, according to tanker data and industry sources, as some customers have increased purchases due to waivers from U.S. sanctions.Shipments are averaging 1.25 million barrels per day (bpd) in February, Refinitiv Eikon data showed and a source at a company that tracks Iranian exports said. They were between 1.1 and 1.3 million bpd in January, higher than first thought.A high rate of Iranian shipments would weigh on oil prices and work against a global push to cut supply in 2019 led by the Organization of the Petroleum Exporting Countries. OPEC member Iran negotiated an exemption from the production-cutting pact."We think people are taking more ahead of the deadline," said the industry source who tracks Iranian exports, referring to the scheduled end of U.S. sanctions waivers in May.Increased exports from the Islamic Republic might prompt renewed U.S. efforts to clamp down on flows. However, this would run the risk of driving up oil prices as Washington is also seeking to curtail exports from another foe, Venezuela.Iran's exports have become more opaque since U.S. sanctions on the country's oil sector took effect in November. While most agree they have dropped steeply, views on flows can differ by as much as several hundred thousand barrels per day - enough to affect prices.The February shipments are up from January's 1.1 million bpd, according to Refinitiv. The industry source estimated January exports at 1.3 million bpd, close to February's level.In any case, the January figures are higher than initial estimates. Some had predicted Iranian crude exports would stay below 1 million bpd last month, a similar rate to that in December. source at a second company that tracks Iranian exports said shipments in the first 10 days of February were above 1.1 million bpd and on a rising trend - higher than the source expected.Washington gave waivers to eight buyers including China, India, Japan and South Korea, which were all purchasing Iranian crude in February, according to RefinitivThe rise in shipments raises the prospect of less generous waivers, should Washington renew such exemptions when those in place expire. The U.S. special representative for Iran said last month there would be a much deeper reduction in Iranian exports. have dropped steeply from at least 2.5 million bpd in April 2018, the month before U.S. President Donald Trump withdrew the United States from a 2015 nuclear deal with Iran and reimposed sanctions.

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Special Report 20 -FEB-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM MARCH ABOVE 8400 TGT 8415/8430/8460 SL BELOW 8340 SELL GUARGUM MARCH BELOW 8350 TGT 8335/8320/8290 SL ABOVE 8410

NCDEX INDICES Index

Value

% Change

Castor Seed

5352

-2.47

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4256 6214 2001 4242

0.02 0.74 -1.65 0.17

15560

0.77

3843 3726 6306

0.57 -0.13 -0.57

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 6280 TGT 6340/6400 SL BELOW 6220 SELL DHANIYA APRIL BELOW 6160 TGT 6110/6040 SL ABOVE 6240

Operating margins of sugar millers could improve by 300400 basis points (bps) in sugar season 2019 (Oct 2018- Sep 2019) following a ~7% increase in the minimum support price to Rs 31 per kg from Rs 29 announced by the government, rating agency CRISIL research said in its latest report.“This will lead to incremental domestic sales realisation of ~Rs 3,300 crore, while higher export prices will generate another ~Rs 200 crore. That will help sugar mills reduce their cane arrears, which stands at Rs 20,000 crore now, by ~18% to ~Rs 16,500 crore. It will also cut the losses that millers have racked up because of excess supply and tepid exports,” the agency noted.Raw material cost as a proportion of sugar sales increased to about 90% in the current season following an uptick in the Fair and Remunerative Price (FRP) of sugarcane, and subdued sugar prices owing to oversupply both locally and globally. Though the government took steps to arrest the losses of millers, non-integrated units continued to bleed in this season, the report said. Procincreased to 8.5 lakh bales in the ongoing 2018-19 Cotton season from 3.6 lakh bales during same period last year as prices remained below the minimum support prices (MSP) due to weak global prices and low exports.The Corporation expects procurement to touch 15 lakh bales by the end of the season.The MSP for medium-staple variety of Cotton is at Rs 5,150/quintal and that for long staple at Rs 5,450/quintal which are roughly equivalent to Rs 43,00043,500 per candy (1 candy = 356 kg). The government had raised the MSP for Cotton by 26% this year. Around 52% of the crop has already arrived in the market.urement of Cotton by Cotton Corporation of India (CCI) has

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Special Report 20 -FEB-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.42 Yen

64.67

Euro

80.97 GBP

92.43

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 71.60 TGT 71.80/72.05 SL BELOW 71.35 SELL USDINR BELOW 71.30 TGT 71.10/70.85 SL ABOVE 71.55

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 92.50 TGT 92.70/92.95 SL BELOW 92.25 SELL GBPINR BELOW 92.20 TGT 92/91.70 SL ABOVE 92.50

The Swedish crown plummeted on Tuesday after weak inflation data prompted investors to sell the currency and scale back bets on an interest rate hike this year.The currency rose last week after Sweden's central bank broke with growing caution among major monetary-policy makers by saying it would stick to its plan to raise rates in the second half of 2019. But the krona plunged more than 1 percent on Tuesday to a two-year low against the dollar SEK=D3 at 9.3695, after the pace of inflation dipped in January. the euro it was headed for its biggest daily decline in more than 15 months EURSEK=D3 ."The crown outlook is getting more and more worrisome by the week, the 10.75 to 11.00 range should not be ruled out in EUR/SEK later in 2019," said Andreas Larsen, a strategist at Nordea Markets.The euro fell broadly as investors shifted focus from progress in U.S.China trade talks to an economic slowdown in the eurozone.The single currency had been buoyed on Monday as expectations grew for an easing of the U.S.-China trade conflict. But euro zone bond yields, notably those of German bunds, fell amid the cloudy European economic outlook, weighing on the euro.When ECB policymakers meet on March 7 they are expected to slash growth and inflation projections as the euro zone suffers its worst slowdown in half a decade. The dollar was broadly flat against the euro and sterling in early trade in Europe Tuesday but rose against the yen after Bank of Japan Governor Haruhiko Kuroda said he was willing to take action to stop the currency rising too far. At 03:00 AM ET (0800 GMT), the dollar was at 110.75 yen, up from an earlier low of 110.45.Answering questions from lawmakers, Kuroda said the BoJ would ramp up stimulus if a sharp rise in the yen hurt the economy and made it harder to reach the bank’s 2% inflation target.The yen strengthened sharply at the end of last year as the collapse in risk appetite led traders to unwind carry trades funded in the Japanese currency. It had spent most of 2019 giving up those gains until turning up after last week’s shockingly weak U.S. economic data.

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Special Report 20 -FEB-2019

Date

Commodity/ Currency Pairs

19/2/19

NCDEX DHANIYA

APR

BUY

6340

19/2/19

NCDEX DHANIYA

APR

Sell

19/2/19

NCDEX GUARGUM5

MAR

19/2/19

NCDEX GUARGUM5

19/2/19

Contract Strategy

Entry Level

Stop Loss

Remark

6355/6370/64 00

6280

NOT EXECUTED

6250

6235/6220/61 90

6310

TARGET

BUY

8200

8215/8240/82 60

8260

TARGET

MAR

SELL

8150

8135/8120/80 80

8210

TARGET

MCX GOLD

MAR

BUY

33350

33400/33475

33250

NOT EXECUTED

19/2/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

19/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

19/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

19/2/19

NIFTY

FUTURE

SELL

10750

10700/10650

10850

TARGET

19/2/19

TITAN

FUTURE

BUY

1040

1045/1050

1030

TARGET

19/2/19

KSCL

FUTURE

SELL

460

455/450

470

TARGET

19/2/19

REPOHOME

CASH

SELL

310

305/300

318

NOT EXECUTED

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O


Special Report 20 -FEB-2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS MONDAY, FEB. 18 Presidents Day holiday None scheduled TUESDAY, FEB. 19 8:50 am

Loretta Mester speaks

10 am

Home builders' index

Feb.

62

--

58

WEDNESDAY, FEB. 20 8:30 am

Housing starts*

Jan

DELAYED

--

8:30 am

Building permits*

Jan.

DELAYED

--

2 pm

FOMC minutes THURSDAY, FEB. 21

7:50 am

Raphael Bostic speaks

8:30 am

Weekly jobless claims

2/16

229,000

239,000

8:30 am

Durable goods orders (new date)*

Dec.

1.3%

0.7%

--

-0.6%

9:45 am

Markit manufacturing index flash Nov. Core capital equipment orders 8:30 am 9:45 am Markit services index flash (new date)* Nov.

--

55.7

Dec.--

54.8

8:30 am

Philly Fed

Feb.

--

17.0

9:45 am

Markit manufacturing PMI (flash)

Feb.

--

54.9

9:45 am

Markit services PMI (flash)

Feb.

--

54.2

10 am

Existing home sales

Jan.

4.99 mln

4.99 mln

10 am

Leading economic indicators

Jan.

--

-0.1%

FRIDAY, FEB. 22

All Day

Chicago Booth monetary policy forum Richard Clarida, keynote speaker Randal Quarles, John Williams, Mary Daly, James Bullard, Patrick Harker participate

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Special Report 20 -FEB-2019

Disclaimer

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Sachi n Yadav

Digitally signed by Sachin Yadav DN: cn=Sachin Yadav c=IN o=Personal Reason: I am the author of this document Location: Date: 2019-02-20 10:12+05:30

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