Special Report 25 MAR 2019 Epic Research

Page 1

Special Report

25-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

25502

-1.77

S&P500

2854

+1.09

NASDAQ

7642

-2.50

FTSE100

7207

-2.01

20953 28570

-3.12 -1.87

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

Top Gainers

PREVIOUS DAY ROUNDOFF Indian equity markets ended on a negative note as across the board selling pressure was seen in majority of the sectoral indices. Nifty Midcap & Nifty Bank index underperformed the benchmark index by 0.2%/0.4%.Nifty Realty index was among the gainers, closing 0.62% up. Oil Marketing companies like BPCL & HPCL added fresh short positions, closing the trade ~2.5% lower. Market breadth ended in the favour of declines with the advance/decline ratio closing at 1:2x.Nifty & Bank Nifty index added fresh open interest, indicating a marginal addition of short positions. On the options front (March 28, 2018 expiry), short covering was witnessed in put writing positions, while fresh short positions were created in out of the money call option strikes. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-7.45pts], Consumption[-19.95pts],PSE[-23.90pts],CPSE[2.80pts],Energy[-245.10pts],FMCG[-98.50pts],Auto[108.5pts],Pharma[-65.15pts],IT[-48.15pts],Metal[12.9pts],Realty[+1.65pts], Fin Serv sector[-89.45pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

134.65

5.4

4.18

1,394.70

23.8

1.74

285.75

3.45

1.22

1,471.25

15.1

1.04

209.1

1.95

0.94

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

NTPC Larsen JSW Steel Asian Paints Hindalco

Top Losers Company

HPCL Zee Entertain BPCL NTPC ONGC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AGROPHOS

75.2

0.65

0.87

ALOKTEXT

6.65

-0.3

-4.72

962.3

45.8

5

BILENERGY

2.7

0.1

3.85

HDFCBANK

2,307.00

-23.9

-1.04

Prev. Close

Change

%Chg

Bharti Infratel

316.1

-8.95

-2.75

Tata Motors

175.4

-4.8

-2.66

378.95 268.35 1,341.75

-10.2 -6.75 -33.7

-2.62 -2.45 -2.45

ARVINDFASN

Stocks at 52 Week’s LOW Symbol

BPCL HPCL Reliance

Indian Indices Company

CMP

Change

% Chg

NIFTY

11456

-64.15

-0.56

SENSEX

38164

-222.14

-0.58

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Special Report

25-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.

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.

2. HUL [FUTURE] HINDUNILVR — In last two week we have seen that selling in FMCG ssector like HUL, Dabur ,Emamai, Godrej CP .Stock is contiously in downtrend from last six week . On technically our view is bearish ,recommendation is to sell for the targets of 1670/1660 maintain sl above 1700 .

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Special Report

25-MAR-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

30,000

95

5,33,608

NIFTY

CE

11,600

23.3

4,06,632

BANKNIFTY

CE

30,200

59

3,65,303

RELIANCE

CE

1,380

7.3

15,171

RELIANCE

CE

1,400

4.05

14,985

YESBANK

CE

260

3.6

11,309

MARUTI

CE

6,800

23

9,036

TCS

CE

2,050

15

8,123

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

Optio Strike n Price Type

BANKNIFTY

PE

NIFTY

Open Interest

8,14,260 Escorts: The company appoints Shailendra Agrawal as executive director. 39,67,200 3,94,240 NIFTY FUTURE 18,99,500

NIFTY -On weekly chart nifty closed with red 20,68,500 candle,during this week nifty traded in a narrrow range 70,98,000 of 130 points . Sector which tested profit booking was Oil & Gas, Metal, Auto and FMCG. From last two trading 1,34,925 session fresh short position made by traders in index & 11,38,000 stock, interpretation of derivative data suggeest 1130011350 works as strong support & 11600 as resisitance. 2,83,500 Our view on nifty is bullish , strategy in buy on dips in the Open range between 11300 Target 11400-11600 Sl below Interest 11200.

LTP

Traded Volume (Contracts)

29,500

151

6,71,445

6,50,700

PE

11,500

77.4

4,19,208

23,61,000

BANKNIFTY

PE

29,600 190.4

3,63,753

1,51,140

RELIANCE

PE

1,340

15.2

12,038

12,59,000

RELIANCE

PE

1,360

25

10,075

5,54,000

MARUTI

PE

6,500

64.8

6,499

66,075

MARUTI

PE

6,600 103.25

5,961

49,500

RELIANCE

PE

1,300

5,930

12,40,500

4.15

Jet Airways: Additional seven aircraft grounded due to non-payment of amounts outstanding to lessors.

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

72614

5423.11

62880

4872.99

328666

26521.89

550.1147

INDEX OPTIONS

2409301

161049.74

2398854

160249.90

1037233

81863.16

799.8394

STOCK FUTURES

250765

15411.63

283331

17297.01

1491171

94135.46

-1885.382

STOCK OPTIONS

139480

8893.77

140200

8955.95

154512

9893.42

-62.1787 -597.6066

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11626

11541

11488

11403

11349

BANKNIFTY

30199

29890

29699

29391

29200

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Special Report

25-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

25-MAR-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM APR ABOVE 8910 TARGET 8925/8945/8970 SL 8850 SELL GUARGUM APR BELOW 8850 TARGET 8835/8815/8790 SL 8910

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 6580 TARGET 6595/6615/6640 SL 6520 SELL CORIANDER APR BELOW 6500 TARGET 6485/6465/6440 SL 6560

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

25-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 69.10 TARGET 69.2/69.3 SL 68.9 SELL USDINR FUTURE BELOW 68.9 TARGET 68.8/68.7 SL 69.10

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

25-MAR-2019

Date

Commodity/ Currency Pairs

22/03/19

NCDEX DHANIYA

APR

BUY

6570

22/03/19

NCDEX DHANIYA

APR

Sell

22/03/19

NCDEX GUARGUM5

APR

22/03/19

NCDEX GUARGUM5

22/03/19

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

22/03/19

MCX GOLD

APR

SELL

31850

31800/31770

31920

TARGET

22/03/19

MCX SILVER

MAY

BUY

38300

38350/38400

38200

NOT EXECUTED

22/03/19

MCX SILVER

MAY

SELL

38120

38050/38000

38240

TARGET

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

22/03/19

NIFTY

FUTURE

BUY

11150-11160

11250-11300

11000

NOT EXECUTED

22/03/19

HPCL

FUTURE

BUY

288-290

295-300

282

NOT EXECUTED

22/03/19

MCX

FUTURE

BUY

800

820/840

780

TARGET

22/03/19

ICICI

CASH

BUY

395

400-405

390

OPEN

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Special Report

25-MAR-2019

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

REPORT

PERIOD ACTUAL FORECAST PREVIOUS

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, MARCH 25 None scheduled TUESDAY, MARCH 26 8:30 am

Housing starts* (new date)

Feb.

1.200mln

1.230 mln

8:30 am

Building permits* (new date)

Feb.

--

1.345mln

9 am

Case-Shiller home price index

Jan.

--

10 am

Consumer confidence index

March

132.4

131.4

WEDNESDAY, MARCH 27 8:30 am

Trade deficit* (new date)

Jan.

--$57.7bln -$59.8bln

8:30 am

Current account deficit* (new date)

Q4

--

-2.4%/GDP

THURSDAY, MARCH 28 8:30 am

Weekly jobless claims

3/23

222,000

221,000

8:30 am

GDP revision

Q4

2.2%

2.6%

10 am

Pending home sales

Feb.

--

4.6%

9:45 FRIDAY, am Markit manufacturing index flash MARCH 29

Nov.

--

55.7

9:45 am

Nov.

Feb.

--

54.8

Markit services index flash

8:30 am

Personal income*

0.3%

-0.1%

8:30 am

Consumer spending*

Feb.

DELAYE D

8:30 am

Core inflation

Feb.

DELAYE D

8:30 am

Consumer spending* (new date)

Jan.

0.3%

-0.5%

8:30 am

Core inflation* (new date)

Jan.

0.2%

0.2%

9:45 am

Chicago PMI

March

--

64.7

10 am

New home sales* (new date)

Feb.

622,000

607,000

910 am

Consumer sentiment index

March

97.8

97.8

*DELAYED BY GOVERNMENT SHUTDOWN _____________________________________________________________________________________________________________________


Special Report

25-MAR-2019

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.

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: 2019-03-25 09:24+05:30

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