Special report-23-jan-2019-epic-research

Page 1

Special Report

23–JAN-2019

Global markets at a glance US stocks ended lower on Tuesday, snapping a four-session rally, as a gloomy global economic growth outlook, trade concerns and disappointing company forecasts dampened sentiment. All three major US stock indexes pared losses after White House economic advisor Larry Kudlow denied a report by the Financial Times that the Trump administration cancelled preparatory trade talks with China.The Dow Jones Industrial Average fell 301.87 points, or 1.22 percent, to 24,404.48. The S&P 500 lost 37.81 points, or 1.42 percent, to 2,632.9 and theNasdaq Composite dropped 136.87 points, or 1.91 percent, to 7,020.36.Asian stocks edged down on Wednesday on mounting signs of slowing global growth and anxiety over a yet-unresolved Sino-US trade dispute. Japan's Nikkei dropped 0.7 percent while MSCI's broadest index of AsiaPacific shares outside Japan dipped 0.1 percent. Trends on SGX Nifty indicate a flat to negative opening for the broader index in India, a fall of 3 points or 0.03 percent. Nifty futures were trading around 10,929 level on the Singaporean Exchange. Oil prices extended falls from the previous session on Wednesday, as concerns of an economic slowdown weighed on markets. US West Texas Intermediate (WTI) crude futures were at $52.74 per barrel at 0024 GMT, down 27 cents, or 0.5 percent from their last settlement.The decline followed a 2 percent fall in crude oil futures and a slump in global financial markets on Tuesday as concerns over global growth spooked investors into looking for safe-haven assets like government bonds or gold. PREVIOUS DAY ROUNDOFF It's a negative end for the market, but off the low points as bulls put up a strong fight in the last hour. Shares broke their five-day gaining streak as the Nifty finished below 10,950, while Sensex ended 134 points lower.The Sensex was down 134.32 points at 36444.64, while Nifty was down 39.10 points at 10922.80. About 941 shares have advanced, 1584 shares declined, and 170 shares are unchanged.Sun Pharma, Kotak Mahindra Bank, Hero Motocorp, Bajaj Finance and Yes Bank . Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-23.20pts], Consumption[-13.95pts],PSE[-3.45pts],CPSE[9 .7 5 pt s ], E ne r gy [ -1 4 .0 t s ] , FM C G [+ 2 2 .6 pt s ] ,Au t o [ 7 1 .7 pts ],P h arm a[ +1 5 7 .9 0 P ts], IT[ -3 .8 pts ],M e tal[ 65.15pts],Realty[+1.75pts], Fin Serv sector[-47.25pts].

World Indices Index

Value

% Change

DJI

24465

+0.31

S&P500

2632

-1.42

NASDAQ

7020

-1.91

FTSE100

6901

-0.99

20654 27033

+1.24 +0.37

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

418.95

20.65

5.18

346.5

8.7

2.58

982.65

19.9

2.07

Kotak Mahindra

1,291.75

24.15

1.91

Dr Reddys Labs

2,640.30

40.5

1.56

CMP

Change

% Chg

191.5 456.55 708.5 425.25 940.75

-6.95 -15.15 -21.8 -11.4 -25

-3.5 -3.21 -2.99 -2.61 -2.59

Sun Pharma Wipro Titan Company

Top Losers Company

Vedanta Tata Steel M&M Zee Entertain HCL Tech

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

ALKYLAMINE

880

-3.95

-0.47

DALBHARAT

860

0

0

225.6

-7.2

-3.21

242

11.55

5.17

1,000.01

-0.01

0

Prev. Close

Change

%Chg

10

-0.05

-0.45

90.05

-1.75

-1.89

16.75 163.05 1.05

0.35 -3.8 -0.05

1.96 -2.27 -4.55

IOLCP KILITCH LIQUIDETF

Stocks at 52 Week’s LOW Symbol

3PLAND ABCAPITAL ADROITINFO ADVENZYMES ANGIND

Indian Indices Company

NIFTY SENSEX

CMP

10922 36444

Change

-39.10 -134.32

% Chg

-0.36 -0.37

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Special Report

23–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 670 Target 675/685 Sl 660

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 440 for the target of 450/455 with the stop loss of 430

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.

Private life insurer Max Life Insurance has overtaken Life Insurance Corporation of India (LIC) to the best track record in terms of claims settlement for individual deaths in FY18. According to IRDAI's Annual Report 2017-18, Max Life settled 98.26 percent of individual death claims while LIC settled 98.04 percent.

One of the most awaited SUVs in India, the Tata Harrier is finally set for its launch today, January 23. Thanks to the ample supply of teasers, spy shots and leaked details, there is quite a lot we know of the upcoming SUV.First up, powertrain. As far as we know, the Harrier will only be offered as a 5-seater with a diesel engine mated to a 6-speed manual transmission at launch which will be streamed live here.

Former RBI deputy governor R Gandhi on January 22 said following the Supreme Court order in the Aadhaar case, there is great uncertainty, confusion and reluctance on the part of banks and financial institutions to use biometrics as the basis for identifying individuals

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Special Report

23–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,600

91

4,48,064

4,74,660

BANKNIFTY

CE

27,700 56.45

4,30,403

BANKNIFTY

CE

27,500

136

4,12,453

RELIANCE

CE

1,260

12.3

27,700

RELIANCE

CE

1,240

20.1

RELIANCE

CE

1,300

4.15

RELIANCE

CE

1,280

7

KOTAKBANK

CE

1,300

21.5

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

PE

27,300

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 5,22,480 loss Rs 11.8 crore; revenue rises to Rs 103.7 crore versus 5,57,100 Rs 94.3 crore YoY. 13,65,000

NIFTY FUTURE Nifty followed global market and started 17,76,500 with gap up but today Pharam and Media share made 19,134 18,53,000 pressure in market due to that whole day Nifty traded in sideways and in last one hour it loosed almost fifty per 19,116 14,42,500 cent gains in intraday. On daily chart it created bearish 9,990 10,16,800 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. 25,646

LTP

Traded Volume (Contracts)

Open Interest

74

3,91,150

5,06,820

PE

27,400 106.05

3,76,919

4,35,840

BANKNIFTY

PE

27,200

49

3,16,706

3,94,520

RELIANCE

PE

1,200

8.95

22,669

21,62,500

RELIANCE

PE

1,220

14.6

17,669

10,01,000

RELIANCE

PE

1,180

5.15

10,355

12,25,000

RELIANCE

PE

1,240 23.45

9,664

6,64,500

RELIANCE

PE

1,160

7,427

13,77,000

3.25

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

10997

10960

10912

10874

10826

BANKNIFTY

27614

27548

27466

27400

27319

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Special Report

23–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 Oil prices fell more than 1 percent on Tuesday on signs that an economic slowdown in China was spreading, stoking concerns about global growth and fuel demand.The gloomy news from the world's second-largest economy and top importer of oil pulled down financial markets across Asia. Brent oil futures LCOc1 were at $61.94 per barrel at 0950 GMT, down 80 cents or 1.28 percent.U.S. West Texas Intermediate (WTI) crude futures CLc1 were at $53.16 per barrel, down 1.19 percent or 64 cents.China reported the lowest annual economic growth in nearly 30 years on Monday. Its state planner warned on Tuesday that falling factory orders pointed to a further drop in activity in coming months and more job losses. China's oil imports have so far defied the economic slowdown, hitting a record above 10 million barrels per day (bpd) in late 2018, many analysts believe the country has reached peak energy growth, with its thirst set to wane. manufacturing activity in China is likely weighing on demand," said Singapore-based tanker brokerage Eastport, adding that industrial slowdowns tended to be leading indicators that fed gradually into lower demand for shipped oil products. Gold firmed up by Rs 125 to Rs 33,325 per 10 grams on Tuesday, largely on the back of sustained wedding season buying by jewellers even as it weakened to near three-week lows overseas.Silver, however, turned weak due to reduced offtake by coin makers and consuming industries and lost Rs 250 to Rs 39,850 per kg Persistent buying by local jewellers, triggered by the ongoing wedding season, kept gold prices higher, bullion traders said.Globally, gold fell 0.13 per cent to USD 1,278.90 an ounce in New York as a firmer dollar made bullion more expensive for buyers using other currencies. Silver also eased by 0.46 per cent to USD 15.26 an ounce.In the national capital, gold of 99.9 per cent and 99.5 per cent purity advanced by Rs 125 each to Rs 33,325 and Rs 32,175 per 10 grams, respectively.The yellow metal had gained Rs 40 on Monday. Sovereign, however, remained unaltered at Rs 25,500 per piece of eight grams on scattered enquiries. Malaysian palm oil futures extended gains to a more than four-month high on Tuesday evening, supported by bullish price forecasts at an industry conference over the weekend and strength in U.S. soyoil.

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Special Report

23–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.

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Special Report

23–JAN-2019

RBI Reference Rate Currency

Rate Currency

Rupee- $

71.49 Yen

65.3550

Euro

81.25 GBP

92.3250

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.40 TARGET 71.50 71.6 SL 71.20 SELL USDINR FUTURE BELOW 71.30 TARGET 71.2 71.10 SL 71.5

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 92.5 TARGET 92.6 92.7 SL 92.3 SELL GBPINR FUTURE BELOW 92.3 TARGET 92.2 92.10 SL 92.5

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.

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Special Report

23–JAN-2019

Date

Commodity/ Currency Pairs

22/1/19

NCDEX DHANIYA

APR

BUY

6680

22/1/19

NCDEX DHANIYA

APR

Sell

22/1/19

NCDEX GUARGUM5

FEB

22/1/19

NCDEX GUARGUM5

22/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6695/6720/67 40

6620

OPEN

6620

6605/6580/65 60

66680

NOT EXECUTED

BUY

8750

8765/8785/88 10

8690

OPEN

FEB

SELL

8700

8685/8660/86 40

88760

TARGET

MCX GOLD

FEB

BUY

32100

32150/32190

32000

TARGET HIT

22/1/19

MCX GOLD

FEB

SELL

31900

31850/31800

32020

22/1/19

MCX SILVER

MAR

BUY

39500

39550 39600

39350

NOT EXECUTED

22/1/19

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

22/1/19

NIFTY

FUTURE

BUY

10850

10920/10970

10750

NOT EXECUTED

22/1/19

BIOCON

FUTURE

BUY

660

665/670

650

TARGET

22/1/19

SIEMENS

FUTURE

BUY

1055

1065/1070

1030

OPEN

22/1/19

REPOHOME

CASH

BUY

430

435

420

OPEN

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Special Report

23–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)

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