Special report-22-jan-2019-epic-reseasrch

Page 1

Special Report

22–JAN-2019

Global markets at a glance Asian shares and US stock futures slipped on Tuesday amid signs of pessimism about world growth, while sterling dithered as the latest plan for Brexit appeared to come and go with no progress.MSCI’s broadest index of Asia-Pacific shares outside Japan eased 0.1 percent but was still within striking distance of a seven-week top touched the previous day. Japan's Nikkei gained 0.2 percent, helped by a recent pullback in the yen.US stock futures, which offer an indication of how Wall Street will open, were down about 0.2 percent.

World Indices Index

Value

% Change

DJI

24522

-0.67

S&P500

2670

+1.23

NASDAQ

7157

+1.03

FTSE100

6968

+1.95

20654 27033

+1.24 +0.37

NIKKEI HANG SENG

Top Gainers Company

Trends on SGX Nifty indicate a flat opening for the broader index in India, a fall of 3 points or 0.03 percent. Nifty futures were trading around 10,959-level on the Singaporean Exchange. The International Monetary Fund (IMF) on January 21 lowered its global growth projections for 2019 and 2020 to 3.5 percent and 3.6 percent respectively, citing a slowdown in several advanced economies around the world more rapidly than previously anticipated.The revised global growth rates are 0.2 and 0.1 percentage point below the IMF's previous projections made three months ago"Global growth in 2018 is estimated to be 3.7 percent, as it was last fall, but signs of a slowdown in the second half of 2018 have led to downward revisions for several economies. Weakness in the second half of 2018 will carry over to coming quarters, with global growth projected to decline to 3.5 percent in 2019 before picking up slightly to 3.6 percent in 2020 PREVIOUS DAY ROUNDOFF Benchmark indices ended higher on Monday but gave up some of its intraday gains in the last hour of trading. Nifty finished above 10,950 level with the help of energy stocks led by Reliance Industries. The Sensex was up 192.35 points at 36,578.96, while Nifty was up 54.90 points at 10, 961.90. About 930 shares have advanced, 1651 shares declined, and 155 shares are unchanged. Among sectors energy, IT and pharma indices led the gainers, while auto, infra, FMCG and metal indices ended in red. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+2.85pts], Consumption[-24.85pts],PSE[-26.15pts],CPSE[22.20pts],Energy[+356.35ts],FMCG[-55.35pts],Auto[97.95pts],Pharma[+45.10Pts],IT[+73.45pts],Metal[ 11.30pts],Realty[-3.40pts], Fin Serv sector[+39.10pts].

CMP

Change

% Chg

Reliance

1,237.70

53.35

4.5

Kotak Mahindra

1,267.60

27.4

2.21

Bajaj Finserv

6,384.55

134.65

2.15

Bajaj Finance

2,594.20

51.3

2.02

398.3

7.55

1.93

CMP

Change

% Chg

2,794.25 191.95 337.8 7,208.40 135.65

-104.5 -6.65 -8.35 -149.55 -2.2

-3.61 -3.35 -2.41 -2.03 -1.6

Sun Pharma

Top Losers Company

Hero Motocorp Yes Bank Wipro Maruti Suzuki IOC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

ALKYLAMINE

869.9

35.4

4.45

APOLLOHOSP

1,387.25

-50

-3.66

ATUL

3,648.80

2.15

0.06

IOLCP

225.55

12.1

5.7

1,000.01

0.01

0

Prev. Close

Change

%Chg

2.85

0.1

3.39

1.1

-0.05

-4.35

0.4 20.25 90.35

0 -0.1 -1.7

0 -0.48 -1.84

LIQUIDETF

Stocks at 52 Week’s LOW Symbol

AMTEKAUTO ANGIND ANKITMETAL ARROWTEX ASHOKLEY

Indian Indices Company

NIFTY SENSEX

CMP

10961 36578

Change

+54.9 +192.35

% Chg

+0.5 +0.53

_____________________________________________________________________________________________________________________


Special Report

22–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 1055 Target 1065/1070 Sl 1030.

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.

_____________________________________________________________________________________________________________________


Special Report

22–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,800

64.9

4,18,102

4,48,080

BANKNIFTY

CE

27,700 96.85

3,90,103

BANKNIFTY

CE

27,600

136

3,31,679

RELIANCE

CE

1,240 20.55

35,331

RELIANCE

CE

1,220 31.25

RELIANCE

CE

1,260 12.25

RELIANCE

CE

1,200

45.7

RELIANCE

CE

1,280

6.9

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

IDBI Bank: Bank approved in-principle, proposal to reinitiate divestment process of IDBI stake in IDBI Federal Life Insurance.

Automotive Stampings Q3: Loss at Rs 5.7 crore versus 4,45,780 loss Rs 11.8 crore; revenue rises to Rs 103.7 crore versus 3,68,240 Rs 94.3 crore YoY. 14,59,000

NIFTY FUTURE Nifty followed global market and started 10,43,500 with gap up but today Pharam and Media share made 24,578 10,25,000 pressure in market due to that whole day Nifty traded in sideways and in last one hour it loosed almost fifty per 22,093 17,61,000 cent gains in intraday. On daily chart it created bearish 16,399 12,03,000 candle since Nifty forming Open Broadening pattern so we it will be buy in decline around 10850 with stop loss o 5,823 2,83,500 10770 for the target of 10920/10970. 26,691

LTP

Traded Volume (Contracts)

Open Interest

27,300

83

3,52,511

4,17,260

PE

27,400

116

3,33,442

4,28,900

BANKNIFTY

PE

27,500 152.95

2,83,412

4,90,800

RELIANCE

PE

1,200 10.75

22,066

20,88,000

RELIANCE

PE

1,180

6.85

15,474

12,05,000

RELIANCE

PE

1,160

4.55

12,833

15,35,000

RELIANCE

PE

1,220

16.3

12,060

8,99,500

RELIANCE

PE

1,140

3.4

8,958

16,85,000

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

26997

1973.28

30984

2371.62

486893

38410.31

-398.3401

INDEX OPTIONS

1018352

64278.91

1030427

65333.37

837589

63239.00

-1054.4608

STOCK FUTURES

212137

12749.79

205414

12212.19

1398720

85334.80

537.6038

STOCK OPTIONS

165428

9773.67

167597

9888.25

179897

10518.47

-114.5799 -1029.777

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11046

11004

10945

10902

10843

BANKNIFTY

27748

27641

27514

27407

27281

_____________________________________________________________________________________________________________________


Special Report

22–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 South Sudan has begun to repair and pump oil from wells damaged in the civil war and will ramp up production by the end of the year, the oil minister told Reuters ahead of a Monday trip to the oil fields.Production is currently at 160,000 barrels per day (bpd) and the wells reopening on Monday will add 12,000 bpd to that, rising to 70,000 bpd by the end of 2019, South Sudan's oil minister Ezekiel Lul Gatkuoth told Reuters on Sunday as he prepared to travel north to meet his Sudanese counterpart for a ceremony at the oilfields.South Sudan's oil infrastructure was badly damaged in its civil war, which broke out in 2013, two years after it had become independent from neighbouring Sudan.Production plunged to less than half of prewar levels but wells are being repaired with the help of the Sudanese, said Gatkuoth. Malaysia's Petronas, India's Oil and Natural Gas (NS:ONGC) Corporation (ONGC Videsh) ONVI.NS and the China National Petroleum Corporation (CNPC) CNPET.UL all have stakes in South Sudan.Cargoes have been booked until the end of March, Gatkuoth said, but now there would be additional oil for sale. South Sudan's Dar blend is currently being sold for $61 per barrel.Neighbouring Sudan receives between about $9-11 per barrel of oil that landlocked South Sudan pumps through its pipeline to the port, the minister said. Oil prices fell on Monday, in line with weaker stock markets after evidence that economic growth in China, the world's second largest crude consumer, eased in 2018.Brent crude oil futures LCOc1 were last down 35 cents on the day at $62.35 a barrel by 0946 GMT, while U.S. crude futures CLc1 were down 23 cents at $53.57 a barrel.The broader financial markets were weaker after data showed China's 2018 economic growth slowing to the weakest in 28 years, at 6.6 percent versus 6.8 percent in 2017. the slowdown was in line with expectations and not as sharp as some analysts had expected, the cooling of the world's No.2 economy casts a shadow over global growth. remains quite likely that the trade spat with the U.S. has played a part in this latest slowdown, but investors should also factor in that it simply isn't possible for the Chinese economy to grow at the pace that it has over the last 10 years, in the next 10 years, as the law of diminishing returns kicks in, and the economy becomes more mature," CMC (NS:CMC) Markets chief market analyst Michael Hewson said.

_____________________________________________________________________________________________________________________


Special Report

22–JAN-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM FEB ABOVE 8750 TARGET 8765/8785/8810 SL 8690 SELL GUARGUM FEB BELOW 8700 TARGET 8685/8660/8640 SL 8760

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 APR ABOVE 6680 TARGET 6695/6720/6740 SL 6620 SELL DHANIYA APR BELOW 6620 TARGET 6605/6580/6560 SL 6680

Despite various government measures to bail out Sugar mills from their financial woes, cane payment arrears reached Rs 19,000 crore for the season up to December 31. Sugar millers have urged government for an increase in the minimum sale price of Sugar by Rs 5 a kg, to Rs 34 a kg.Of the total, around Rs 5,000 crore was carried over from last year. The rest was for cane supplies for barely six weeks of the current season.Prices in the country are inching up but are still only Rs 2,950 a quintal (Rs 29.5 a kg) in the wholesale market.Indian Sugar Mills Association (Isma) has estimated Sugar production at 31.5 million tonnes in its Second Advance Estimate, a sharp downward revision from its earlier one of 35.5 mt. Another revision is due by endJanuary, likely to be lower still. Carryover stock from the earlier year is a little over 10 mt, the country’s annual consumption is 25 mt. The farm credit target is likely to be raised by about 10% to a record Rs 12 lakh crore in the 2019-20 Budget to be presented on February 1, according to sources.For the current fiscal, the government has set a credit target of Rs 11 lakh crore.The agricultural credit flow has increased consistently over the years, exceeding the target set for each fiscal. For instance, credit worth Rs 11.68 lakh crore was given to farmers in 2017-18, much higher than the Rs 10 lakh crore target set for that year, they added. Similarly, crop loans worth Rs 10.66 lakh crore were disbursed in the 2016-17 fiscal, higher than the credit target of Rs 9 lakh crore.Normally, farm loans attract an interest rate of 9%. However, the government has been providing interest subvention to make available short-term farm credit at an affordable rate and help boost farm output.

_____________________________________________________________________________________________________________________


Special Report

22–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.

_____________________________________________________________________________________________________________________


Special Report

22–JAN-2019

Date

Commodity/ Currency Pairs

21/1/19

NCDEX DHANIYA

APR

BUY

6680

21/1/19

NCDEX DHANIYA

APR

Sell

21/1/19

NCDEX GUARGUM5

FEB

21/1/19

NCDEX GUARGUM5

21/1/19

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

FEB

SELL

8550

8535/8520/84 90

8610

TARGET

MCX GOLD

FEB

BUY

32100

32150/32190

32000

TARGET HIT

21/1/19

MCX GOLD

FEB

SELL

31900

31850/31800

32020

21/1/19

MCX SILVER

MAR

BUY

39500

39550 39600

39350

NOT EXECUTED

21/1/19

MCX SILVER

MAR

SELL

39200

39100 39050

39350

TARGET HIT

Entry Level

Target

Stop Loss

Remark

Target

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

21/1/19

NIFTY

FUTURE

BUY

10850

10920/10970

10750

NOT EXECUTED

21/1/19

BIOCON

FUTURE

BUY

660

665/670

650

TARGET

21/1/19

SIEMENS

FUTURE

BUY

1066

1070/1078

1050

NOT EXECUTEED

21/1/19

REPOHOME

CASH

BUY

430

435

420

TARGET HIT

_____________________________________________________________________________________________________________________


Special Report

22–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. 21 None scheduled Martin Luther King Jr. Day TUESDAY, JAN. 22 10 am

Existing home sales

Dec.

5.32 mln

WEDNESDAY, JAN. 23 None scheduled THURSDAY, JAN. 24 8:30 am

Weekly jobless claims

1/19

9:45 am

Markit manufacturing PMI

Jan.

53.8

9:45 am

Markit services PMI

Jan.

54.4

10 am

Leading economic indicators

Dec.

0.2%

FRIDAY, JAN. 25 9:45 am

Markit manufacturing index flash

8:30 Durable orders* 9:45 amam Markit servicesgoods index flash

Nov. Nov.

Dec.

--

55.7

--

54.8

0.8%

8:30 am

Core capital equipment orders*

Dec.

-0.6%

10 am

New home sales*

Dec.

544,000 (Oct)

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.

_____________________________________________________________________________________________________________________


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.