Special report-22-mar-2019-epic research

Page 1

Special Report

22-MAR-2019

Global markets at a glance

World Indices

An Apple-led tech rally pushed Wall Street higher on Thursday as jitters over the Federal Reserve's forecast of an economic slowdown were calmed by upbeat economic data.The Dow Jones Industrial Average rose 216.84 points, or 0.84 percent, to 25,962.51, the S&P 500 gained 30.65 points, or 1.09 percent, to 2,854.88 and the Nasdaq Composite added 109.99 points, or 1.42 percent, to 7,838.96.

Index

Value

% Change

DJI

25962

+0.84

S&P500

2854

+1.09

NASDAQ

7838

+1.42

FTSE100

7355

+0.88

21525 28864

-0.39 -0.71

Asian shares advanced on Friday after upbeat data and optimism in the tech sector lifted Wall Street stocks, helping calm some of the jitters sparked by the Federal Reserve's cautious outlook on the world's biggest economy.MSCI's broadest index of Asia-Pacific shares outside Japan rose 0.25 percent while Japan's Nikkei gained 0.3 percent.Trends on SGX Nifty indicate a flat opening for the broader indices in India, a fall of 5 points or 0.04 percent. Nifty futures were trading around 11,587-level on the Singaporean Exchange. The European Union has offered Britain a choice of short delays to its departure from the European Union, postponing Brexit, due March 29, until at least mid-April.The bloc said it will extend the deadline until May 22 if Britain's Parliament approves Prime Minister Theresa May's Brexit deal next week.

Top Gainers

PREVIOUS DAY ROUNDOFF Indian equity markets closed the trade on a volatile note as pendulum swings weighed in. Nifty continued its positive momentum, closing higher for the sixth trading day in a row. Reliance Industries contributed majority of the gains in Nifty and added fresh long positions as open positions continued to soar higher along with a rise in the stock price.Bajaj Finance added fresh long positions and is just ~2% away from breaching its life time high level. Midcap stocks continued their underperformance for the fourth day in a row as sharp selling was seen in major midcap names. Nifty Bank index gained ~0.75% led by strong gains in Axis & Kotak Bank. Market breadth ended in the favor of declines with the advance/decline ratio closing at 1:1.5x. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-57.15pts], Consumption[-33.45pts],PSE[-97.05pts],CPSE[71.8pts],Energy[-196.5pts],FMCG[-135.8pts],Auto[121.95.pts],Pharma[+19.9pts],IT[+103.7pts],Metal[ 31.3pts],Realty[+6.30pts], Fin Serv sector[+36.20pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

Indiabulls Hsg

732.6

34.65

4.96

Hindalco

207.15

4.8

2.37

Infosys

738.95

16.7

2.31

Wipro

261.55

4.1

1.59

2,751.65

42.95

1.59

CMP

Change

% Chg

275.1 443.2 389.15 129.25 151.85

-15.65 -22.55 -18.65 -5.65 -5.15

-5.38 -4.84 -4.57 -4.19 -3.28

Dr Reddys Labs

Top Losers Company

HPCL Zee Entertain BPCL NTPC ONGC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

5.8

0.25

4.5

831.35

39.55

4.99

AXISBANK

756

19.3

2.63

BANKBEES

3,051.30

22.34

0.75

BILENERGY

2.4

0.1

4.35

Prev. Close

Change

%Chg

14.85

0

0

0.4

0.05

12.5

4.85 1.65 8.55

-0.1 -0.05 -0.45

-1.96 -2.94 -5

ALOKTEXT ARVINDFASN

Stocks at 52 Week’s LOW Symbol

ABMINTLTD BILPOWER CYBERMEDIA DNAMEDIA FEDDERELEC

Indian Indices Company

CMP

Change

% Chg

NIFTY

11521

-11.4

-0.10

SENSEX

38386

+23.28

+0.06

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Special Report

22-MAR-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Kajaria [FUTURE ]

ICICI BANK [CASH] ICICI BANK looking good & traded at all time high .In bankinkg space icici bank perfoming outstanding .Our view is bullish & suggest to buy stock in range 395 target 400-405 sl below 390 .Stock is treaded above all its important moving averages.

Kjaria – In last treading session saw sellling in this stock .On daily chart it may fall upto 568/560 .From this level expected fresh buying in stock which gives an opportunity for investment in stock .Our recommendation is to sell future from cureent level . Stock closed with red candle.

2. MCX [FUTURE]

MACRO NEWS 

Oil prices fell on Wednesday, retreating from a fourmonth high, as concerns that trade talks between the United States and China have stalled, stoking fears over the outlook for global economic growth.International Brent crude oil futures were at $67.49 a barrel at 0107 GMT, down 15 cents, or 0.2 percent, from their last close. Brent touched $68.20 a barrel on Tuesday, its highest since November 16.US West Texas Intermediate (WTI) crude futures were at $58.86 per barrel, down 17 cents, or 0.3 percent, from their last settlement. WTI hit a high of $59.57 a barrel on Tuesday, the highest since November 12.

A senior US arms control official said on March 19 that the only way for North Korea to achieve security and development is to abandon all of its weapons of mass destruction and ballistic missile programmes.Yleem Poblete, Assistant Secretary of State for Arms Control, Verification and Compliance, urged countries to halt any weapons or military cooperation with North Korea. "You are violating UN Security Council resolutions that explicitly prohibit such transfers," she said.

MCX— On weekly chart stock give trendline breakout & seen that hammer pattern followed by three white soldiers ,both this are bullish pattern .Our view on the technical basis is to buy stock future in range 800 Target 820/840 Sl below 780 . Strong base was formed in stock near 660-670 .

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Special Report

22-MAR-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION LTP

Traded Volume (Contracts)

Optio Strike n Price Type

BANKNIFTY

CE

29,800

9 30,60,376

BANKNIFTY

CE

29,900

0.1 29,69,117

BANKNIFTY

CE

30,000

0.1 19,85,304

RELIANCE

CE

1,400 13.25

16,009

3,48,700 Reliance Communications: The agreements dated December 28, 2017 and August 11, 2018 entered into 15,01,740 between company, RTL, RITL (RCOM Group) and Reliance 14,67,620 Jio respectively for sale of certain specified telecom assets have been terminated today by mutual agreement 16,44,000

RELIANCE

CE

1,380

21.6

12,417

14,25,000 NIFTY FUTURE

TCS

CE

2,100

9.35

10,561

11,20,500

RELIANCE

CE

1,420

7.25

9,815

RELIANCE

CE

1,420

10.2

7,897

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

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

Open Interest

HCL Technologies entered into a shared services arrangement with Xerox Corporation

Symbol

NIFTY - On Thursday market is in narrow range due to 6,87,500 weekly expiry of Nifty 50 option . Nifty opened at high 5,51,000 but not sustain & last two days Pre –Election rally has stoped for a time being ,but it may expected to be 2,83,500 contiune upto 11500 . Buying in Banking, NBFC , & Open Reality sector .On teachnical point of view nifty broke a Interest channel line & our recommendation is to Buy nifty future on decline in range 11400 Target 11500/11570 Sl 11350.

LTP

Traded Volume (Contracts)

29,700

0.1

18,95,625

9,42,440

PE

29,800

0.1

17,70,030

9,96,880

BANKNIFTY

PE

29,600

0.05

17,42,391

8,23,220

RELIANCE

PE

1,360

13.4

9,101

7,12,000

RELIANCE

PE

1,340

8.15

6,440

10,91,500

RELIANCE

PE

1,380 21.75

5,904

3,63,000

MARUTI

PE

6,700

119

4,701

53,475

RELIANCE

PE

1,300

3

4,228

13,50,000

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

61752

4625.54

52201

3797.56

333651

26741.09

827.9822

INDEX OPTIONS

3431770

225369.27

3425525

224818.05

1030800

79742.71

551.2238

STOCK FUTURES

189178

11931.33

202116

12733.15

1449156

91856.92

-801.8185

STOCK OPTIONS

156784

10119.09

155849

10059.90

138378

8721.81

59.1966 636.5841

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11579

11550

11526

11497

11473

BANKNIFTY

30035

29933

29783

29682

29531

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Special Report

22-MAR-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: Gold BUY ABOVE 31780 TARGET 31800/31850 SL 31740 Gold Sell BELOW 31680 TARGET 31650/31600 SL 31750

SILVER TRADING STRATEGY: Silver BUY ABOVE 38300 TARGET 38350/38400 SL 38200 Silver Sell BELOW 38120 TARGET 38050/38000 SL 38240

COMMODITY ROUNDUP Palladium scaled a record peak on Wednesday due to a prolonged supply deficit, while gold slipped as the dollar gained ground ahead of a policy decision by the U.S. Federal Reserve.Spot palladium XPD= was down 0.3 percent at $1,591.50 an ounce, as of 0908 GMT, after hitting an alltime high of $1,606.76 earlier in the session.Platinum XPT= was 1.3 percent firmer at $856.75 an ounce, after touching its highest since March 4 at $858.64 earlier in the session."Palladium market is definitely driven by constraints on the supply side and the possibility of a ban from Russia will keep palladium in particular, and platinum to an extent, extremely well bid," said Jeffrey Halley, a senior market analyst with OANDA.Russia, a major producer of palladium, is mulling a ban on the export of precious metals' scrap and tailings to promote domestic refining of the materials. and its sister metal platinum are used in emissions-cutting autocatalyst, but palladium is used more in gasoline engines. Oil prices fell on Wednesday, retreating from a four-month high, as concerns that trade talks between the United States and China have stalled, stoking fears over the outlook for global economic growth.International Brent crude oil futures LCOc1 were at $67.49 a barrel at 0107 GMT, down 15 cents, or 0.2 percent, from their last close. Brent touched $68.20 a barrel on Tuesday, its highest since Nov. 16.U.S. West Texas Intermediate (WTI) crude futures CLc1 were at $58.86 per barrel, down 17 cents, or 0.3 percent, from their last settlement. WTI hit a high of $59.57 a barrel on Tuesday, the highest since Nov. 12."The dispute between the two largest economies has been the biggest factor impacting global growth," said Alfonso Esparza, senior market analyst at brokerage OANDA.Bloomberg reported U.S. officials were concerned Beijing was pushing back against Washington's demands during trade talks, lowering hopes for a resolution to the tariff war that has threatened global oil demand.Still, the drops in oil prices were checked by continued production cuts by major exporters, tightening supply.Crude stocks fell by 2.1 million barrels in the week to March 15, to 446.8 million, compared with analysts' expectations for an increase of 309,000 barrels, the data showed. API/SLater on Wednesday, market attention is set to shift away from global macroeconomic matter to official figures from the U.S. Energy Information Administration (EIA) on U.S. crude stockpiles. EIA/S

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Special Report

22-MAR-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 8700 TARGET 8715/8735/8760 SL 8640 SELL GUARGUM APR BELOW 8600 TARGET 8585/8565/6540 SL 8660

NCDEX INDICES Index

Value

% Change

Cotton Seed Oilcake

1680 5272 4204 6589 2045

0.89 0.38 -0.1 0.09 2.18

Guar Seed 10 MT

4249

0.38

16140 3826 3631

-0.87 0.1 0.8

Barley Castor Seed Chana Coriander

Jeera Mustardseed Soy Bean

DHANIYA TRADING STRATEGY: BUY CORIANDER APR 6600 TARGET 6615/6635/6600 SL 6540 SELL CORIANDER APR BELOW 6530 TARGET 6515/6495/6470 SL 6590

Venezuela has suspended its oil exports to India and views Russia and China as its main export destinations, the Azeri energy ministry said, citing Venezuela's oil minister. The Azeri ministry issued the statement on Tuesday following talks in Baku between Azerbaijan's energy minister and Venezuelan oil minister and president of staterun oil company PDVSA, Manuel Quevedo, Reuters reported."At the meeting... Quevedo said in order to prevent a sharp reduction, various measures are being implemented and diversification of the export market is underway," the statement said."Russia and China are seen as the main destinations because of the suspension of oil exports to India," the statement said.The Indian market has been crucial for Venezuela's economy because it has historically been the second-largest cash-paying customer for the OPEC country's crude, behind the United States. Earlier this year, the United States imposed heavy sanctions on Venezuela's oil industry and has pressed India to stop buying Venezuelan oil. The United States Department of Agriculture (USDA) forecast Indonesia's palm oil production at 43 million tonnes in 2019/20, a 1.5 million tonne increase from 2018/19.The rate of increase is expected to slow to 3.75 percent following two years of higher yields after the 2015/16 El-Nino, which caused a sharp decline in yields, USDA said.The significant decline in crude palm oil (CPO) prices during the latter half of 2018/19 could result in lower yields as both large and smallholder plantations reduce fertilizer applications. Additionally, the lower prices are likely to reduce the total number of re-plantings as plantations look for ways to trim operating costs. Mature palm area is forecast to grow to 11.75 million ha in 2019/20.India, where duties for CPO and RPO remain 40 and 50 percent, respectively.

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Special Report

22-MAR-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

68.6075 Yen

61.6375

Euro

78.0250 GBP

91.1275

USD/INR TRADING STRATEGY: BUY USDINR FUTURE ABOVE 68.70 TARGET 68.8/68.8 SL 68.5 SELL USDINR FUTURE BELOW 68.5 TARGET 68.4/68.3 SL 68.7

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 91 TARGET 91.10/91.20 SL 90.8 SELL GBPINR FUTURE BELOW 90.9 TARGET 90.8/90.7 SL 91.2

The British pound edged lower in early European hours on Thursday, easing off Wednesday's nine-month high posted after U.K.lawmakers voted emphatically against leaving the EU without a transitional deal.The pound was down 0.2% at $1.3317 by 4:45AM ET (08:45 GMT), after rallying 2.1% a day earlier.The currency went as high as $1.3380, a level not seen since June 2018, after parliament's vote, which paves the way for a vote later Thursday that could delay Brexit until at least the end of June."Yesterday’s vote to reject a no-deal Brexit does not remove the risk of a disorderly Brexit on March 29," Singapore's DBS said in a The Japanese yen rose on Tuesday, benefiting from a U.S. dollar hit by concern over the U.S. economy and expectations that the Federal Reserve will prove accommodative at a meeting this week. The euro also profited from the weaker dollar, adding 0.2 percent to $1.1348 EUR=EBS .Markets expect the Fed to strike a dovish tone when it meets this week, and bets on an interest rate cut have increased after weaker-thanexpected manufacturing data on Friday. U.S. currency, measured against a basket of rivals, has weakened 1.3 percent in the last 10 days. On Tuesday, it fell 0.2 percent to 96.415 .DXY.The Australian dollar has gained the most from the U.S. dollar's retreat. The New Zealand NZD=D3 and Canadian dollar CAD=D3 are also performing well. Washington does not turn more aggressive on trade in the near future, expect this more benign environment to continue and to allow local stories to win through ... ," ING analysts said.Volatility in foreign exchange markets is at its lowest in five years and analysts say recent decisions by the Fed and other major central banks is contributing. Sterling GBP=D3 also gained, rising almost a fifth of a percent to $1.3280. It had fallen overnight after the speaker of Britain's parliament upended Prime Minister Theresa May's Brexit plans by ruling that she had to change her twice-defeated deal before offering it for a third vote. Bank of England is expected to leave its interest rate outlook unchanged at a policy meeting on Thursday because of the uncertainty over Britain's decision to leave the European Union.

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Special Report

22-MAR-2019

Date

Commodity/ Currency Pairs

20/03/19

NCDEX DHANIYA

APR

BUY

6570

20/03/19

NCDEX DHANIYA

APR

Sell

20/03/19

NCDEX GUARGUM5

APR

20/03/19

NCDEX GUARGUM5

20/03/19

Contract Strategy

Entry Level

Stop Loss

Remark

6585/6600/6615

6510

NOT EXECUTED

6530

6515/6495/6470

6590

TARGET

BUY

8830

8845/8860/8890

8770

TARGET

APR

SELL

8800

8785/8760/8740

8860

NOT EXECUTED

MCX GOLD

APR

BUY

31780

31800/31850

31740

NOT EXECUTED

20/03/19

MCX GOLD

APR

SELL

31850

31800/31770

31920

TARGET

20/03/19

MCX SILVER

MAY

BUY

38300

38350/38400

38200

NOT EXECUTED

20/03/19

MCX SILVER

MAY

SELL

38120

38050/38000

38240

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

20/03/19

NIFTY

FUTURE

BUY

11150-11160

11250-11300

11000

NOT EXECUTED

20/03/19

HPCL

FUTURE

BUY

288-290

295-300

282

NOT EXECUTED

20/03/19

MCX

FUTURE

BUY

800

820/840

780

TARGET

20/03/19

ICICI

CASH

BUY

395

400-405

390

OPEN

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Special Report

22-MAR-2019

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS TIME (ET)

REPORT

PERIOD

ACTUA FORECAST PREVIOUS L

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, MARCH 18 10 am

Home builders' index

March

8:30 am

Housings starts*

Feb.

10 am

Factory orders* (new date)

Jan.

--

62

TUESDAY, MARCH 19 DELAYE D

-0.4%

0.1%

2.25-2.5%

2.25-2.5%

WEDNESDAY, MARCH 20 2 pm

Federal Reserve announcement

2:30 pm

Jerome Powell press conference

THURSDAY, MARCH 21 8:30 am

Weekly jobless claims

3/16

225,000

229,000

8:30 am

Philly Fed index

March

5.0

-4.1

--

-2.4%/GDP

9:45 am8:30Markit Nov. deficit* (new date) -am manufacturing index flash Current account 9:45 am

Markit services index flash

Nov.

Q4

--

55.7 54.8

10 am

Quarterly services survey* (new date)

Q4

--

--

10 am

Leading economic indicators

Feb.

--

-0.1%

9:45 am

Markit manufacturing PMI (flash)

March

--

53.0

9:45 am

Markit services PMI (flash)

March

--

56.0

10 am

Existing home sales

Feb.

5.10mln

4.94 mln

10 am

Wholesale inventories* (new date)

Jan.

--

1.1%

2 pm

Federal budget* (new date)

Feb.

--

-$215bln

FRIDAY, MARCH 22

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Special Report

22-MAR-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: 2019-03-22 09:27+05:30

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