Special report 22 feb 2019 epic research

Page 1

Special Report

22 -FEB-2019

Global markets at a glance Weak economic reports pressured US stocks on Thursday after the market’s recent run of gains, and a drop in healthcare shares added to the bearishmomentum. The Commerce Department said new orders for key US-made capital goods unexpectedly fell in December, pointing to a further slowdown in business spending on equipment that could crimp economic growth.The Dow Jones Industrial Average fell 103.81 points, or 0.4 percent, to 25,850.63, the S&P 500 lost 9.82 points, or 0.35 percent, to 2,774.88 and the Nasdaq Composite dropped 29.36 points, or 0.39 percent, to 7,459.71. Shares in Asia were flat in early trade on Friday following a fall on Wall Street, with a deteriorating global economic outlook outweighing more signs of progress in trade talks between China and the United States.Early in the Asian trading day, MSCI’s broadest index of Asia-Pacific shares outside Japan was up less than 0.1 percent. Australian shares gained 0.5 percent and Japan’s Nikkei stock index was 0.3 percent lower.Trends on SGX Nifty indicate a flat to negative opening for the broader index in India, a fall of 19 points or 0.18 percent. Nifty futures were trading around 10,794-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Indian equity markets witnessed a continuation of the positive momentum built in Wednesday's trading session with benchmark indices ending the weekly expiry on a positive note. Nifty settled 54 points higher at 10,789 while Bank Nifty closed up 96 points at 27,052.Broad-based buying was seen in the market with all sectoral indices, barring Nifty IT, closing in the green. Nifty Pharma was the top performer and ended up 1.16%. Stocks of PSU banks also put up a strong show following the decision of the central government to infuse Rs48,239cr in 12 state-owned banks. Corporation Bank, which was the top beneficiary, ended up 19.25% in intraday trade. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+31.15pts], Consumption[+21.20pts],PSE[+9.45pts],CPSE [+10.85pts],Energy[+117.65pts],FMCG[+112.95pts],Auto [+35.25 pts],Pharma[+100 pts],IT[ -20 .55pts],Metal [+31.15pts],Realty[+0.90pts], Fin Serv sector[+99.10pts].

World Indices Index

Value

% Change

DJI

25829

-0.02

S&P500

2774

-0.35

NASDAQ

7459

-0.39

FTSE100

7167

-0.85

21411 28592

-0.25 -0.13

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

683.95

38.75

6.01

Tata Motors

169.7

4.9

2.97

Bajaj Finserv

6,169.10

170.65

2.84

164.6

4.35

2.71

2,586.30

61.15

2.42

CMP

Change

% Chg

312.55 335.3 215.15 733.45 6,801.55

-5.65 -5.8 -2.7 -7.25 -48.35

-1.78 -1.7 -1.24 -0.98 -0.71

Indiabulls Hsg

Vedanta Dr Reddys Labs

Top Losers Company

Bharti Infratel BPCL Yes Bank Infosys Maruti Suzuki

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AAVAS

962.5

17.1

1.82

AXISGOLD

2,997.95

-45.5

-1.53

DALBHARAT

1,135.95

57.45

5.33

LIQUIDETF

1,000.01

0.02

0

26.25

1.25

5

Prev. Close

Change

%Chg

1.3

0.05

3.7

ABSLNN50ET

250.16

-14.84

-5.6

AHLEAST APOLLO ARCOTECH

226.05 95 4.2

2.15 0.65 0.2

0.93 0.66 4.65

REFEX

Stocks at 52 Week’s LOW Symbol

ABGSHIP

Indian Indices Company

CMP

Change

% Chg

NIFTY

10789

+54.40

+0.51

SENSEX

35898

+142

+0.40

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Special Report

22 -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 1050 stock target will be 1055/1060 SL below 1040

Stock showing strength in last day & 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 rise . Our recommendation is to sell the stock below 325 target 330/335 Sl 315 .

2. KSCL [FUTURE]

MACRO NEWS 

Oil prices fell on Friday after the United States reported its crude output hit a record 12 million barrels per day (bpd), undermining efforts by Middle East dominated producer club OPEC to withhold supply and tighten global markets.US West Texas Intermediate (WTI) crude oil futures were at $56.85 per barrel at 0010 GMT, down 11 cents, or 0.2 percent, from their last settlement

The Reserve Bank of India (RBI) on February 21 released the minutes of the meeting for the 15th Monetary Policy Committee (MPC) meeting that took place between February 5 to February 7.According to the minutes, Ravindra Dholakia said, "I think space has opened up for a substantial rate cut of about 50 to 60 bps going forward."Dholakia said that oil prices are expected to stabilize at about $60 to $65 per barrel, food prices are likely to remain subdued over the next 3-4 quarters, and the nflation rates excepting food and fuel are also predicted to fall from its current level of about 5.9 percent in Q3 FY19 to about 5.1 percent in Q3 FY20.

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 410 Target 405/400 Sl 420

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Special Report

22 -FEB-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,100

0.05 23,88,500

BANKNIFTY

CE

27,200

0.05 18,86,857

BANKNIFTY

CE

27,500

0.1 14,96,872

RELIANCE

CE

1,260

14.9

10,592

TATASTEEL

CE

500

8.7

9,095

RELIANCE

CE

1,280

7.95

8,288

MARUTI

CE

7,000

36.5

7,776

RELIANCE

CE

1,240 25.45

7,462

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

Traded Volume (Contracts)

Open Interest

Steel: Government extends exemption on some 14,86,340 imported grades of steel until April 17, 2019. 14,27,200 JSW Steel: Moody's changes company's outlook to 4,24,620 positive; affirms all ratings 16,21,500 NIFTY FUTURE NIFTY -On daily weekly chart we have 14,50,387 identify that Head & Shoulder pattern is forming at the 10,89,500 top . Head & shoulder & for a short term forming Raising wedge pattern in technical term bearish reversal 1,72,275 pattern .Nifty breach the important level of 11000 in this 9,37,500 week ,but closing below 11000 .On technical point of view still our recommendation is to sell nifty future in 2,83,500 the range of 10800 Target 10750/10700 SL 10900 Our Open strategy is to sell on rise .

Optio Strike n Price Type

LTP

BANKNIFTY

PE

26,800

33.5

8,60,888

6,66,720

BANKNIFTY

PE

26,700

18

8,03,530

6,02,620

BANKNIFTY

PE

26,600 11.75

6,29,708

4,86,940

RELIANCE

PE

1,200

8.5

9,244

14,04,500

RELIANCE

PE

1,220 13.65

6,554

6,54,500

TATASTEEL

PE

480

4.95

5,958

14,21,740

RELCAPITAL

PE

130

3.5

4,951

10,33,500

RELCAPITAL

PE

140

5.5

4,556

10,03,500

Interest

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

INDEX FUTURES

37545

2756.76

43545

INDEX OPTIONS

2680011

160200.01

STOCK FUTURES

211707

12008.66

205050

STOCK OPTIONS

132345

7753.07

135332

Amount in Crores

NET AMOUNT

3229.13

390236

30866.05

-472.3721

2653905 158636.77

836328

63659.42

1563.2382

11707.78

1540823

91189.66

300.8824

7913.80

191108

10976.46

-160.7386 1231.0099

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10860

10825

10773

10737

10686

BANKNIFTY

27170

27111

27042

26983

26914

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Special Report

22 -FEB-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: GOLD BUY ABOVE 33300 Target 33350/33370 Sl 33240 GOLD SELL BELOW 33250 Target 33220/33190 Sl 33310

SILVER TRADING STRATEGY: Silver Buy Above 40160 Target 40200 /40240 Sl 40080 Silver Sell Below 40050 Target 40000 /39930 Sl 40140

COMMODITY ROUNDUP Gold was trading below the previous session's 10-month peak on Thursday as the dollar gained after minutes from the last U.S. Federal Reserve meeting rekindled expectations of another rate hike this year.Investors were also keeping a close eye on talks to end a trade dispute between China and the United States. Spot gold XAU= was steady at $1,338.76 per ounce as of 0753 GMT, having touched $1,346.73 per ounce in the previous session, its highest level since April 19.U.S. gold futures GCcv1 were down 0.5 percent at $1,341.80 an ounce."There are both technical and fundamental reasons for this pull back in gold prices. It is under some technical selling pressure at the moment," said Margaret Yang, market analyst with CMC (NS:CMC) Markets, Singapore."It was a clearly dovish statement by the Fed," she said adding that the dollar rebounded after the minutes and gold traders are now taking profits.The dollar index .DXY against a basket of six major currencies was up 0.2 percent. USD/ The Fed, in the minutes of its latest meeting in January, said the U.S. economy and its labour market remained strong, prompting some expectations of at least one more interest rate hike this year. interest rates make gold less attractive since it does not pay interest and costs to store and insure. Venezuela is paying heavy premiums for fuel imports from Russia and Europe, with fewer than a dozen sellers seeing the risk as worth the reward after flows from the United States dried up because of sanctions, trading sources said and data showed.The South American nation exports crude but its refineries are in poor condition - hence the need to import gasoline and diesel for petrol stations and power plants, as well as naphtha to dilute its heavy oil.Since the United States imposed fresh sanctions on Venezuela on Jan. 28, products supplies have mainly come from Russian state oil major Rosneft ROSN.MM , Spain's Repsol REP.MC , India's Reliance Industries RELI.NS and trading houses Vitol and Trafigura, according to sources and vessel-tracking data.Russia has been a traditional political backer of Caracas, while India and Spain also have long-standing trade ties. But supplies even from those allies are coming at a cost.The executive said the heavy premiums were partially due to the fact that single cargoes passed through several hands before reaching Venezuelan ports and also involved complex and expensive ship-to-ship transfers.

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Special Report

22 -FEB-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM MARCH ABOVE 8400 TGT 8500/8600 SL BELOW 8270 SELL GUARGUM MARCH BELOW 8250 TGT 8150/8050 SL ABOVE 8370

NCDEX INDICES Index

Value

% Change

Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

5352 4256 6214 2001 4242

-2.47 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 6220 TGT 6260/6310 SL BELOW 6170 SELL DHANIYA APRIL BELOW 6130 TGT 6080/6030 SL ABOVE 6200

The government has set a target of procuring 35.7 million tonnes of wheat this year amid indications of record production, said a senior food ministry official.The procurement for this season will start from March 15 in Madhya Pradesh. However, in Punjab and Haryana, which contribute more than 50% to the central pool, the purchase will start from April 1, the Economic Times reported. Last year, the government procured 35.5 million tonnes, as against the target of 32 million tonnes. The highest procurement was in 2012-13, when it purchased 38.1 million tonnes.As for rice, the government has already purchased more than 35 million tonnes from over 7.6 million farmers in 2018-19, against the target of 37.5 million tonnes. Trade tensions, political risks and financial volatility will continue to pressure global trade, and trade weakness is likely to extend into the first quarter of 2019, the World Trade Organization (WTO) cautioned.The global trade watchdog’s latest World Trade Outlook Indicator (WTOI) was 96.3, the weakest since March 2010 and below the baseline value of 100 for the index, signalling below-trend trade expansion into the first quarter. The Maharashtra Commission for Agricultural Costs and Prices (MCACP) has urged the government to ban imports of genetically-modified (GM) soyabean.GM soyabean was being imported from developing countries such as Ethiopia through other routes. India’s imports are sourced mainly from Malawi, Mozambique and other African nations, MCACP said, Financial Express reported.Though the imports were under the label of non-GM crop, trade sources suspected large quantities of GM soyabean were filtered into the country and that stringent testing by the domestic food regulator was necessary.

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Special Report

22 -FEB-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.19 Yen

64.28

80.7625 GBP

92.7250

Euro USD/INR TRADING STRATEGY: USD/INR

BUY USDINR ABOVE 71.60 TGT 71.80/72.05 SL BELOW 71.35 SELL USDINR BELOW 71.15 TGT 71.05 /70.90 SL ABOVE 71.30

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 93 TGT 93.10 93.20 SL BELOW 92.8 SELL GBPINR BELOW 92.65 TGT 92.55 92.45 SL ABOVE 92.85

China's yuan rose on Wednesday after the United States pressed Beijing to prevent sharp weakening of its currency as part of any trade deal, while the dollar paused as traders positioned ahead of the release of Federal Reserve policy minutes.The yuan has been a strong performer in 2019, helped by the recovery in emerging market assets broadly and optimism that Washington and Beijing are close to agreeing a deal to end their trade conflict.In offshore markets, the yuan rose 0.4 percent to as strong as 6.7195 CNH= , its best level since Feb. 1.The dollar, measured against a basket of currencies, held steady at 96.501 .DXY .The dollar index rose to a two-month high last week but demand for the liquid greenback has ebbed on optimism that a fresh round of talks between China and the United States would help resolve their trade conflict. The euro nudged higher to $1.1350 EUR= but was struck within recent ranges - the single currency has struggled this month as worries about the state of the euro zone economy grow.Analysts at ABN AMRO's Georgette Boele said the bank had downgraded its euro forecasts for 2019 because of economic concerns."However, we also expect limited downside in the euro, because weaker-thanexpected euro zone data have had only a limited negative impact on the euro, suggesting that most of the weakness is reflected in the price," she said. The dollar was lower against the euro and the British pound in early trading in Europe Wednesday as a fall in U.S. Treasury yields reduced its attractiveness amid expectations of dovish news on interest rates from the Federal Reserve.Bond yields are under pressure from economic data that have tended towards the weak side in recent days. The 10-year benchmark Treasury yield has fallen to 2.64% from 2.80% over the last month, amid uncertainty over how far the Federal Reserve can afford to tighten monetary policy.Such uncertainty puts a special focus Wednesday on the release of the minutes from the last Federal Open Market Committee meeting, where the U.S. central bank pivoted to a more neutral and datadependent stance, dropping its previous guidance about the likelihood of further interest rate increases.

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Special Report

22 -FEB-2019

Date

Commodity/ Currency Pairs

21/2/19

NCDEX DHANIYA

APR

BUY

6340

21/2/19

NCDEX DHANIYA

APR

Sell

21/2/19

NCDEX GUARGUM5

MAR

21/2/19

NCDEX GUARGUM5

21/2/19

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

21/2/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

21/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

21/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

21/2/19

NIFTY

FUTURE

SELL

10750

10700/10650

10850

NOT EXECUTED

21/2/19

TITAN

FUTURE

BUY

1040

1045/1050

1030

TARGET

21/2/19

KSCL

FUTURE

SELL

410

405/400

420

TARGET

21/2/19

REPOHOME

CASH

SELL

310

305/300

318

NOT EXECUTED

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Special Report

22 -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%

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

--

Dec.--

55.7 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

22 -FEB-2019

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Sachin Yadav

Digitally signed by Sachin Yadav DN: cn=Sachin Yadav c=IN o=Personal Reason: I am the author of this document Location: Date: 2019-02-22 09:29+05:30

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