Special report-26-dec-2018-epic-research

Page 1

Special Report

26-Dec-2018

Global markets at a glance

World Indices

The benchmark S&P 500 stock index ended little changed in a choppy trading session on Tuesday as the possibility of a partial US government shutdown raised investor jitters ahead of a highly anticipated meeting of the Federal Reserve. The Dow Industrials and the Nasdaq posted slight gains, however, as shares of Boeing Co and the group of internet-focused momentum stocks known as FAANG rose.

Index

Value

% Change

DJI

23696

+0.37

S&P500

2506

-1.54

NASDAQ

6192

-2.21

FTSE100

6686

-0.52

19204 25651

-4.77 -0.4

The Dow Jones Industrial Average rose 82.66 points, or 0.35 percent, to 23,675.64, the S&P 500 gained 0.22 point, or 0.01 percent, to 2,546.16 and the Nasdaq Composite added 30.18 points, or 0.45 percent, to 6,783.91.Asian share markets played second fiddle to bonds on Wednesday as a spectacular fall in the price of oil fanned speculation the US Federal Reserve might be done with tightening after its policy meeting later in the day. MSCI's broadest index of Asia-Pacific shares outside Japan gained 0.2 percent in hesitant early trade. Japan's Nikkei eased 0.1 percent, while E-Mini futures for the S&P 500 inched up 0.17 percent. PREVIOUS DAY ROUNDOFF Key equity indices resumed decline after previous session's gains, weighed down by IT and FMCG shares. The Nifty managed to stay afloat above the key 11,000 level. Benchmarks traded with a negative bias for most part of the session as volatility creeped in a day ahead of expiry of derivative contracts for the month of September. Investors were cautious ahead of US Federal Reserve's decision on interest rates, which will be declared later in the global day. The Sensex fell 109.79 points or 0.30% to settle at 36,542.27. The index rose 286.68 points, or 0.78% at the day's high of 36,938.74. The index fell 294.13 points, or 0.80% at the day's low of 36,357.93.The Nifty 50 index fell 13.65 points or 0.12% to settle at 11,053.80. The index rose 78.10 points, or 0.71% at the day's high of 11,145.55. The index fell 74.40 points, or 0.67% at the day's low of 10,993.05. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-1.78pts], Consumption[-1.19pts],PSE[-1.19pts],CPSE[-1.36pts],Energy [-1.20pts],FMCG[-0.82pts],Auto[-1.4pts],Pharma[0.54pts],IT[+0.28pts],Metal[-2.29pts],Realty[-2.14pts], Fin Serv sector[-0.91pts].

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Wipro

326.7

4.6

1.43

1,918.50

22.7

1.2

Bharti Infratel

262.55

2.7

1.04

M&M

788.65

7.5

0.96

1,238.50

11.3

0.92

CMP

Change

% Chg

292.2 3,168.40 135.05 2,724.65 146.4

-15.8 -155.75 -4.7 -83.8 -4.15

-5.13 -4.69 -3.36 -2.98 -2.76

TCS

Kotak Mahindra

Top Losers Company

JSW Steel Hero Motocorp IOC Bajaj Auto NTPC

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

53.8

3.6

6.69

1228.1

25.9

2.11

1860.55

-9.8

-0.53

1000

0

0

425.25

31.75

7.47

Prev. Close

Change

%Chg

2.35

0.05

2.13

3.5

0

0

45.15

1.35

2.99

5.45

0.25

4.59

594.4

3.25

0.55

BANG GMMPFAUDLR HINDUNILVR ICICILIQ IRCON

Stocks at 52 Week’s LOW Symbol

ADHUNIK AMTEKAUTO DAMODARIND EASUNREYRL ENIL Indian Indices Company

CMP

Change

% Chg

NIFTY

10663

-90.5

-0.84

SENSEX

35470

-271.92

-0.76

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Special Report

26-Dec-2018

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. JUBILANT FOOD (FUTURE )

JUBILANT FOOD

On Daily chart we have seen that stock near its support level, expectation it will broke its support level. . Fresh selling we have seen in last trading session . After analysis of derivative data its indicate that traders view is to buy the stock . Our recommendation is also sell the stock in the range of 1220 target 1200/1190 Sl 1235

On Daily chart we have seen that stock near its support level, expectation it will broke its support level. . Fresh selling we have seen in last trading session . After analysis of derivative data its indicate that traders view is to buy the stock . Our recommendation is also sell the stock in the range of 1220 target 1200/1190 Sl 1235

MACRO NEWS 

India's retail inflation eased to 2.3 percent in November, according to data released by the government on December 12. It stood at 4.88 percent in November last year and was 3.31 percent in October.Led by deflation in food items, softening crude oil prices and relatively stable domestic currency, the central bank kept key policy rates unchanged last week.

The Cabinet on December 17 approved amending the existing laws to provide legal backing for seeding of biometric ID Aadhaar with mobile numbers and bank accounts as an optional KYC after the Supreme Court barred mandatory use of 12-digit unique identifier by private firms, sources said. The Cabinet headed by Prime Minister Narendra Modi approved amendments to the Telegraph Act and the Prevention of Money Laundering Act (PMLA) after the Supreme Court in September imposed restrictions on the use of Aadhaar by private companies.

Zydus Wellness that already has a strong presence in the sugar substitute market, has expanded its portfolio by launching a new variant Sugar Lite, said Tarun Arora, Chief Operating Officer and Director, Zydus Wellness.

2. BEML [FUTURE] On Daily chart we have seen that stock close above its pivot resistense level . Fresh selling we have seen in last trading session . After analysis of derivative data its indicate that traders view is to sell the stock . Our recommendation is also buy the stock in the range of 860 target 850/840 Sl 875

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Special Report

26-Dec-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,000 53.65

7,43,047

10,64,160

BANKNIFTY

CE

27,100 31.95

4,78,884

NIFTY

CE

10,800

17.8

4,77,082

RELIANCE

CE

1,120

2.1

11,989

RELIANCE

CE

1,100

6.3

9,037

RELIANCE

CE

1,140

0.95

7,693

TATAMOTORS CE

180

0.5

7,192

1,940

11

6,225

TCS

CE

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

Optio Strike n Price Type

BANKNIFTY

Pfizer: Parent company Pfizer Inc USA and GlaxoSmithKline plc entered into an agreement to create a premier global consumer healthcare company.

TCS: Company launched next-generation private cloud in 5,95,220 Canada. 31,38,750 NIFTY FUTURE In last trading session we have seen the 15,84,000 selling pressure in the market. It form red bearish candle 11,24,000 on daily chart . We expect that upcoming week from 22,61,000 trading prospective is very volatile . Our view on market is bearish ,our recommendation is to sell the nifty future 47,76,000 in the range of 10600 Target 10575/10550/10500 .Sell 2,58,500 on rise strategy follow for trading & positional purpose. 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

PE

26,500 43.95

6,07,307

8,69,460

BANKNIFTY

PE

26,800

119

5,73,632

3,62,700

BANKNIFTY

PE

26,700

86

5,33,559

4,07,900

RELIANCE

PE

1,080

5.05

9,418

6,97,500

MARUTI

PE

7,500

53

6,758

73,725

RELIANCE

PE

1,100

13.5

6,317

5,04,500

MARUTI

PE

7,400

26.6

5,232

52,875

RELIANCE

PE

1,060

1.55

4,200

7,11,500

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

127330

9835.39

123653

9630.20

397113

30276.46

205.1896

INDEX OPTIONS

1715556

106603.72

1690709

104915.23

912435

67271.37

1688.4902

STOCK FUTURES

678710

39113.39

685759

39759.20

1485934

87876.65

-645.8119

STOCK OPTIONS

111169

6415.11

113901

6601.04

164311

9140.32

-185.9271 1061.9408

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10831

10747

10698

10614

10565

BANKNIFTY

27033

26874

26775

26616

26517

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Special Report

26-Dec-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 31200 TGT 31250/31300 SL BELOW 31100 SELL GOLD BELOW 31000 TGT 30050/30900 SL ABOVE 31100

COMMODITY ROUNDUP Crude prices were lower on Friday, as the Organization of the Petroleum Exporting Countries (OPEC) struggled to come up with an agreement on cutting oil production.West Texas Crude oil futures for January slumped 0.50% to $51.23 a barrel as of 4:54 AM ET (9:54 GMT), after falling nearly 3% on Thursday. Meanwhile Brent crudefutures, the benchmark for oil prices outside the U.S., dipped 0.45% to $59.78.The Thursday session of the OPEC meeting in Vienna ended without any decision on cutting oil supply, as Iran seeks an exemption from any cuts due to U.S. sanctions which have already weighed on its exports. Saudi Arabia’s oil minister Khalid Al Falih said on Friday that he is not confident a deal will be reached.Oil is down 30% since October amid worry over increased supply as global demand slows.Oil output from the world's biggest producers - OPEC, Russia and the United States - has increased by 3.3 million barrels per day (bpd) since the end of 2017, to 56.38 million bpd, meeting almost 60 percent of global consumption.

SILVER TRADING STRATEGY: BUY SILVER ABOVE 37800 TGT 37850/37925 SL BELOW 33600 SELL SILVER BELOW 37300 TGT 37200/37150 SL ABOVE 37400

Pan Pacific Copper (PPC), Japan's top copper smelter, expects the price of the industrial metal to rise toward $7,000 a tonne in 2019, from about $6,168 now, backed by firm global demand and tighter supply, its executive said.PPC, which is also a miner controlled by JXTG Holdings 5020.T , expects global consumption and supply of refined copper to each increase by 2.2 percent in 2019 from this year, Takeshi Suwabe, Pan Pacific's general manager for marketing, told Reuters this week. "With support from physical buyers, copper prices are likely to try $6,400 level in the short term," he said.Three-month copper CMCU3 on the London Metal Exchange has fallen 15 percent this year amid worries that the months-long U.S.Sino trade war may hurt the global economy including China.But Suwabe said global copper sales have been solid despite the trade spat and the price will likely climb toward $7,000 - the level needed for miners to start developing new mines - in the latter part of 2019 to reflect a tighter market Russian energy minister Alexander Novak returned to Vienna on Friday after discussing OPEC with Russian President Vladimir Putin in Moscow. said on Friday Russia would seek an agreement with OPEC and non-OPEC producers and a Russian Energy Ministry source said.

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Special Report

26-Dec-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8600 TARGET 8615/8635/8660 SL 8650 SELL GUARGUM ABOVE JAN 8500 TARGET 8475/8480/8440 SL 8560

NCDEX INDICES Index

Value

% Change

Barley Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

1918.5 5142 4529 6340 1867 4308

-0.13 -3.73 -3.97 -3.99 -2.09 -2.81

Jeera

17740

-3.04

3983 3343 6604

-1.88 -0.24 -0.67

Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA JAN ABOVE 6350 TARGET 6375/6390/6410 SL 6290 SELL DHANIYA JAN ABOVE 6300 TARGET 6285/6265/6240 SL 6360

Despite a reduction in Australian production, world wheat supplies for 2018-19 have increased by 800,000 tonnes, according to the latest US Department of Agriculture world supply report.A bumper Canadian crop and additional Russian carry-over stocks have levelled out the gap in grain production as Australian production suffers the effects of drought.Australia’s wheat exports were lowered by one million tonnes to 10.5 million tonnes, as export prices were expected to remain uncompetitive and domestic grain supplies likely to be consumed as feed, the report said.In comparison, Australian wheat exports in 2017-18 reached 14 million tonnes.The report also scaled back total Australian grain production by 500,000 tonnes to 17 million tonnes for 2018-19.Global ending stocks are raised 1.4 million tons to 268.1 million, primarily on increases for the EU and the United States but are 4 percent lower than last year’s record 279.9 million. Centre has threatened action against exporters because the country may miss the export target of 5 million tonnes by a wide margin.Traders have managed to ship only 179,000 tonnes for the October-December quarter while 80,000 tonnes are at various ports awaiting the loading operation. This would mean the maximum possible exports for the quarter would be 260,000 tonnes, against the total 600,000 tonnes the exporters have contracted for, the report said. The domestic inventory has 10 million tonnes of carryover stocks while an additional 31.5 million tonnes of current year's output is expected. A domestic consumption of 25.5 million tonnes is inadequate to reduce the stocks.India is already facing international heat over what other Sugar exporting nations call market-distorting subsidies causing a global price slump.

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Special Report

26-Dec-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.62 Yen

63.32

Euro

81.35 GBP

90.33

USD/INR TRADING STRATEGY: USD/INR BUY USDINR NOV ABOVE 70.30 TGT 70.42 72.5 SL 70 SELL USDINR NOV BELOW 70.10 TGT 70 69.8 SL 70.4

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 90.6 TGT 90.7 90.8 SL 90.4 SELL GBPINR NOV BELOW 90.4 TGT 90.3 90.2 SL 90.6

The Indian rupee, on Wednesday, opened over 34 paise higher against the US dollar at 70.10 per US dollar. Falling crude oil prices is aiding the rally on Indian currency.The currency further gained strength as it passed 70 per US dollar mark. It touched an intraday low of 69.89 per US dollar.The currency on December 18 rallied by a whopping 112 paise, its best single-day gains in over five years, to settle at 70.44 against the US dollar as softening crude oil prices eased concerns over India's current account deficit expansionBesides, sustained selling of the American currency by exporters and banks as well as the greenback's weakness against its key rivals globally ahead of the US Fed policy decision on December 19 also helped the domestic unit scale further heights. The dollar fell on Wednesday as investors bet that the Federal Reserve would signal plans to slow its pace of interest rate raises at a keenly-watched meeting later in the day.Fed policy makers are widely tipped to raise rates for a fourth time this year but also to express caution about future monetary tightening due to concern about slowing global growth.Expectations of a pause from the Fed amid a U.S.-China trade conflict and global financial market volatility has led some investors to question if the dollar's stellar run will continue into 2019. U.S. President Donald Trump has repeatedly berated the Fed and on Tuesday said in a Tweet it was "incredible" for the central bank to even consider tightening given global economic uncertainties."A hike is still likely, regardless of Trump's displeasure, but there's a very good chance that they will reduce the number of hikes in 2019 to two (from three)," said Kit Juckes, global head of FX strategy at Societe Generale (PA:SOGN).The safe-haven yen and the Swiss franc both strengthened as an overnight plunge in oil prices provided a stark reminder of the dimming prospects for the global economy.The euro was also supported by news that Italy had struck a deal with the European Commission over its contested 2019 budget, signalling an end to weeks of wrangling that had shaken financial markets.

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Special Report

26-Dec-2018

Date

Commodity/ Currency Pairs

24/12/18

NCDEX DHANIYA

JAN

BUY

6350

24/12/18

NCDEX DHANIYA

JAN

Sell

24/12/18

NCDEX GUARGUM5

JAN

24/12/18

NCDEX GUARGUM5

24/12/18

Contract Strategy

Entry Level

Stop Loss

Remark

6375/6390/64 10

6290

TARGET

6300

6285/6265/62 40

6360

TARGET

BUY

8600

8615/8635/86 60

8650

TARGET HIT

JAN

SELL

8500

8475/8480/84 40

8560

TARGET HIT

MCX GOLD

JAN

BUY

31200

31250/31300

31100

NOT EXECUTED

24/12/18

MCX GOLD

JAN

SELL

31000

30950/30900

31200

TARGET HIT

24/12/18

MCX SILVER

MAR

BUY

37800

37850/37925

33600

NOT EXECUTED

24/12/18

MCX SILVER

MAR

SELL

37300

37200/37150

37400

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

24/12/18

NIFTY

FUTURE

SELL

10940

10900/10850/ 10820

11000

TARGET HIT

24/12/18

JUBILANT FOOD

FUTURE

BUY

1300

1305/1315

1285

TARGET HIT

24/12/18

BEML

FUTURE

BUY

925

935/940

850

TARGET HIT

24/12/18

JUBILANT FOOD

CASH

BUY

1360

1370/1380

1340

TARGET HIT

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Special Report

26-Dec-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIO US

MONDAY, DEC. 3 9:45 am

Markit manufacturing PMI

Nov.

--

55.4

10 am

Construction spending

Oct.

0.3%

0.0%

TUESDAY, DEC. 4

TUESDAY, DEC. 4

TUESDAY, TUESDAY, DEC. 4 DEC. 4

TUESDA TUESDAY, DEC. Y, DEC. 4 4

WEDNESD AY, DEC. 5

WEDNESDAY, DEC. 5

WEDNESD WEDNESDAY, WEDNESDAY, DEC. 5 AY, DEC. 5 DEC. 5

WEDNE SDAY, DEC. 5

8:15 am

ADP employment

Nov.

---

227,000

8:30 am

Productivity

Q3

2.3%

2.2%

9:45 am

Markit services PMI

Nov.

--

55.4

10 am

ISM nonmanufacturing index

Nov.

59.8%

60.3%

--

--

--

-THURSD AY, DEC. 6

10 am

Varies

8:30 am

10 am

9:45 am

9:45 am 2 pm

Quarterly services survey

Markit manufacturing index flash

Nov.

Markit Beigeservices book index flash

Nov.

Q3

--

55.7

--

54.8

THURSDAY THURSDAY, DEC. 6 , DEC. 6

THURSDA THURSDAY, DEC. 6 Y, DEC. 6

THURSDAY, DEC. 6

8:30 am

12/1

225,000

Weekly jobless claims

234,000

8:30 am 10 am

The

Factory orders

Oct.

-2.0%

0.7%

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

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