Special report-21-nov-2018-epic-research

Page 1

Special Report 21-Nov-2018

Global markets at a glance US stocks sold off for a second day on Tuesday as energy shares dropped with oil prices, and retailers including Target and Kohl’s sank after weak earnings and forecasts, fueling worries about economic growth.The Nasdaq closed at its lowest level in more than seven months while the S&P 500 and Dow ended at their lowest since late October. The Dow Jones Industrial Average fell 551.8 points, or 2.21 percent, to 24,465.64, the S&P 500 lost 48.84 points, or 1.82 percent, to 2,641.89 and the Nasdaq Composite dropped 119.65 points, or 1.7 percent, to 6,908.82Asian stocks fell on Wednesday, weighed by a renewed bout of selling on Wall Street, and crude oil struggled after a sharp slide as economic growth concerns gripped global markets. MSCI’s broadest index of Asia-Pacific shares outside Japan fell 0.55 percent. Australian stocks lost 1 percent and Japan's Nikkei fell 1.3 percent. After the strong upswing in April-June quarter, GDP growth for July-September is expected to dip to 7.2 percent due to sluggishness in agriculture and industry, a report said.It can be noted that the GDP had grown by a higher than expected 8.2 percent in the first quarter of the fiscal as compared to the yearago period. Official data on quarterly growth will be released at the end of this month PREVIOUS DAY ROUNDOFF Indian equity markets ended their three-day winning streak with the Nifty closing 107 points lower at 10,656. Bank Nifty also dipped 187 points to 26,113.IT and metal stocks dragged the indices lower, with Nifty Metal being the worst -performing sectoral index and closing 2.83% lower. Tracking the derivative data points, Nifty Futures and Bank Nifty Futures witnessed a surge in open interest to the tune of ~1.53% and 2.98%, respectively, consisting of mainly short positions.On the options front, heavy call writing was witnessed in out-of-the-money strikes with Nifty 10800CE adding ~10.04 lakh shares and acting as the immediate resistance level for the index. The highest open interest has also shifted from 11000CE to 10800CE. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-1.73pts], Consumption[-0.70pts],PSE[-0.78pts],CPSE[-1.40pts],Energy [-0.92pts],FMCG[-0.82pts],Auto[-0.80pts],Pharma[1.92pts],IT[-2.16pts],Metal[-2.83pts],Realty[+0.04 pts], Fin Serv sector[-0.77pts].

World Indices Index

Value

% Change

DJI

24527

+0.37

S&P500

2641.89

-1.82

NASDAQ

6908.82

-1.73

FTSE100

6947.92

-0.76

21821.16 26372

+140.82 +188.47

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

343.95

9.25

2.76

1,558.85

20.9

1.36

355

4.45

1.27

Zee Entertain

448.65

1.85

0.41

Bajaj Finance

2,369.95

9

0.38

CMP

Change

% Chg

192.35 220.95 707 2,438.70 322.4

-12.45 -13.5 -26.8 -89.9 -10.45

-6.08 -5.76 -3.65 -3.56 -3.14

GAIL IndusInd Bank Adani Ports

Top Losers Company

Yes Bank Hindalco Indiabulls Hsg Dr Reddys Labs Wipro

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AARTIIND

1436.15

17.85

1.24

ATUL

3541.95

-11.9

-0.34

0.9

-0.05

-5.56

1558.7

6.3

0.4

27.3

1.35

4.95

BLUECHIP DIVISLAB ELECTROSL

Stocks at 52 Week’s LOW Symbol

Prev. Close

Change

%Chg

ABGSHIP

2.85

0

0

ACCELYA

946.2

-1.15

-0.12

ADHUNIK AGRITECH AIFL

2.7 51.75 47.85

0.1 0.1 -2.35

3.7 0.19 -4.91

Indian Indices Company

CMP

Change

% Chg

NIFTY

10656.20

-107.20

-1.00

SENSEX

35474.51

-300.37

-0.84

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Special Report 21-Nov-2018

RECOMMENDATIONS [FUTURE] 1. Just Dial FUTURE ] On daily chart we have seen that stock is forming bullish candle. In last trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to Buy the stock . Our recommendation is also the stock future from 510 Target 515/520 Sl 500 .

2. Adani PORTS[FUTURE] On daily chart we have seen that stock is traded near its resistance level . Profit bboking we have seen in last trading session . 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 358 target 362/365 Sl 352

STOCK RECOMMENDATION [CASH] Just Dial [CASH] On daily chart we have seen that stock is forming bullish candle. In last trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to Buy the stock . Our recommendation is also the stock future from 512 Target 515/520 Sl 500 .

MACRO NEWS 

The Finance Ministry is confident of achieving the disinvestment target of Rs 80,000 crore set for the current fiscal, a Finance Ministry source told Moneycontrol.With the ongoing volatile equity markets, economy watchers feel the government may miss the target by a large margin unless some alternative steps are pursued in right earnest. Any shortfall in disinvestment target would only further worsen the fiscal deficit situation, weakening investor confidence.Amid the ongoing liquidity crisis marring the country's financial sector, Indiabulls Housing Finance has informed it has raised Rs 23,615 crore from 32 for institutions over the last two months."Of the total of Rs 23,615 crore raised, Rs 17,410 crore is in the nature of long term debt. The above mentioned fund raising is in line with the company's objectives of maintaining high liquidity and sustainable growth," Indiabulls Housing Finance informed the stock exchanges. US West Texas Intermediate (WTI) crude futures ended the session down $3.77, or 6.6 percent, at $53.43 per barrel. The contract fell as much as 7.7 percent during the session to touch $5 October 2017.

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Special Report 21-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

26,500 28.95

6,35,847

BANKNIFTY

CE

26,400 46.05

4,91,649

BANKNIFTY

CE

26,300

73

4,19,202

RELIANCE

CE

1,160

9.9

10,917

YESBANK

CE

200

6

8,561

RELIANCE

CE

1,140

17.6

8,051

RELIANCE

CE

1,180

5.35

7,585

MARUTI

CE

7,500 65.35

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST LTP

Open Interest

HDFC Bank: The bank acquired 4 percent equity stake in Clearing Corporation of India from Bank of Baroda for Rs 124 crore. It is proposed to increase the stake in CCIL 11,06,280 from the current 5 percent to 9 percent from an investment perspective 6,04,620 5,90,700 NBCC: Company has submitted the Expression of Interest (EoI) for submitting Resolution Plan for Jaypee Infratech 19,99,500 (JIL) and the company has been provisionally shortlisted 58,71,250 by Resolution Professional of JIL as Prospective 13,76,000 Resolution Applicant.

12,74,500 NIFTY FUTURE 7,410 2,39,550 Nifty 50 on Tuesday Strong Selling pressure in market . 5,823 2,83,500 Nifty approch towards 10650 major support level near Traded Open 10600 in intra day . Strong in value of rupee is in Volume Interest favaour of indian market . Our recommendation is to Buy (Contracts) the nifty future in range of 10600-10620. Target 6,43,791 7,73,140 10650/10680/10700 SL 10540

Symbol

Optio Strike n Price Type

BANKNIFTY

PE

26,000 99.85

BANKNIFTY

PE

25,800

44

4,43,023

5,18,480

BANKNIFTY

PE

25,900

66.8

3,83,320

5,08,700

RELIANCE

PE

1,120 11.15

7,290

5,97,500

RELIANCE

PE

1,140

19.6

7,286

5,51,500

YESBANK

PE

190

7.8

6,245

23,92,250

RELIANCE

PE

1,100

6.15

5,414

8,37,000

YESBANK

PE

180

4.5

4,657

29,69,750

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

44419

3041.42

41533

2870.91

452270

34458.35

170.5035

INDEX OPTIONS

1324056

78639.13

1331793

79377.16

1072664

78088.36

-738.0243

STOCK FUTURES

211053

11852.08

221756

12425.33

1430757

83268.03

-573.2402

STOCK OPTIONS

142664

8232.19

146296

8467.89

171496

10221.93

-235.6995 -1376.4605

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10779.27

10717.23

10679.27

10617.73

10579.29

BANKNIFTY

26355.77

26234.53

26138.17

26016.93

25920.57

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Special Report 21-Nov-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 30800 TGT 30850 30900 SL BELOW 30750 SELL GOLD BELOW 30750 TGT 30700 30650 SL ABOVE 30850

SILVER TRADING STRATEGY: BUY SILVER ABOVE 36600TGT 36750 36800 SL BELOW 36400 SELL SILVER BELOW 36550 TGT 36500 36420 SL ABOVE 36670

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.

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Special Report 21-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 9420 TARGET 9460/9500 SL 9360 SELL GUARGUM ABOVE DEC 9400TARGET 9370/9345/9320 SL 9510

NCDEX INDICES Index

Value

% Change

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

1943 5780 4430 6525 1990 4492

-0.41 -1.9 3.84 0.49 -2.99 -0.16

19340

2.9

4054 3391 6458

-2.94 -0.32 0.19

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6580 TARGET 6610/6640/6610 SL 6450 SELL DHANIYA DEC ABOVE 6530 TARGET 6480/6450 SL 6610

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.

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Special Report 21-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rupee- $

71.97 Yen

63.5357

81.7975 GBP

92.2258

Euro USD/INR TRADING STRATEGY: USD/INR

BUY USDINR NOV ABOVE 72 TGT 72.15 72.25 SL 71.8 SELL USDINR NOV BELOW 71.9 TGT 71.7 71.55 SL 72.20

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

Rate

Indian rupee recovered from the day's low and trading higher by 27 paise at 71.65 per dollar against Friday's close of 71.92.It touched a intraday low of 72.08 after a flat opening.The dollar-rupee November contract on the NSE was at 71.99 in the previous session. November contract open interest declined 5.66% in the previous session, said ICICIdirect.We expect the USD-INR to find supports at lower levels. Utilise downsides in the pair to initiate long positions, it added. 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 . EURUSD appreciated by 1.1 percent last week while EURINR appreciated by 0.36 percent during the same time frame. GDP data from Germany came in at - 0.2 percent against market expectations of - 0.1 percent. Meanwhile, 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 face the EU Commission's sanctions creating more rifts between the two parties.

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Special Report 21-Nov-2018

Date

Commodity/ Currency Pairs

20/11/18

NCDEX DHANIYA

DEC

BUY

6580

20/11/18

NCDEX DHANIYA

DEC

Sell

20/11/18

NCDEX GUARGUM5

DEC

20/11/18

NCDEX GUARGUM5

20/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6610/6640

6450

TARGET HIT

6550

6400/6380

6700

OPEN

BUY

9420

9460/9500

9360

NOT EXECUTED

DEC

SELL

9400

9370/9345/93 20

9510

NOT EXECUTED

MCX GOLD

DEC

BUY

30700

30750/30800

30500

NOT EXECUTED

20/11/18

MCX GOLD

DEC

SELL

30900

30800/30750

31100

Open

20/11/18

MCX SILVER

DEC

BUY

36900

37150/37200

36700

Open

20/11/18

MCX SILVER

DEC

SELL

36900

36800/36700

37180

Open

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

20/11/18

NIFTY

FUTURE

BUY

10570-10580

10620/10650

10540

NOT EXECUTED

20/11/18

CG POWER

FUTURE

BUY

38

39/41

36.5

TARGET HIT

20/11/18

Siemens

FUTURE

BUY

945

960/965

930

SL HIT

20/11/18

CG POWER

CASH

BUY

38

39/41

36.5

TARGET HIT

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Special Report 21-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%

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