Special report-26-feb-2019-epic-research

Page 1

Special Report

26 -FEB-2019

Global markets at a glance

World Indices

Wall Street’s three major indexes ended higher on Monday but well below the session’s highs after President Donald Trump said he would delay a planned hike in tariffs on Chinese imports.The Dow Jones Industrial Average rose 60.14 points, or 0.23 percent, to 26,091.95, the S&P 500 gained 3.44 points, or 0.12 percent, to 2,796.11 and the Nasdaq Composite added 26.92 points, or 0.36 percent, to 7,554.46.

Index

Value

% Change

DJI

26001

-0.37

S&P500

2796

+0.12

NASDAQ

7554

+0.36

FTSE100

7183

+0.07

21403 28837

-0.46 -0.42

MSCI’s broadest index of Asia-Pacific shares outside Japan held near its highest since mid-September as US and Chinese negotiators work to hammer out a deal that would end a tit-for-tat tariff battle that began in mid2018.Monday’s losses in the MSCI Asia-Pacific index was led by Australian shares which slipped 0.7 percent, weighed by energy stocks as oil prices tumbledovernight. South Korea’s KOSPI was flat while Japan’s Nikkei rose 0.2 percent

Top Gainers

Trends on SGX Nifty indicate a flat to negative opening for the broader index in India, a fall of 6.5 points or 0.06 percent. Nifty futures were trading around 10,886-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Bulls took the control on the Dalal Street on Monday with the Nifty and Sensex finished nearly 1 percent higher.The Sensex was up 341.90 points at 36213.38, while Nifty was up 88.40 points at 10,880.10. About 1515 shares have advanced, 1072 shares declined, and 147 shares are unchanged. TCS, Grasim Industries, Yes Bank, Infosys and UltraTech Cement were among top gainers on the Nifty, while losers were Adani Ports, Bharti Infratel, BPCL, HPCL and Zee Entertainment.Among the sectors, except infra, energy and PSU banks all other sectoral indices ended in green led by IT index (up 2%) followed by auto, pharma, metal and FMCG. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+16.55pts], Consumption[+15.7pts],PSE[-6.90pts],CPSE [+2.60pts],Energy[-14.10pts],FMCG[+85.85pts],Auto [+92.50pts],Pharma[+43.60pts],IT[+319pts],Metal [+9.90pts],Realty[-1.70pts], Fin Serv sector[+86.95pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

Yes Bank

229.1

7.1

3.2

1,985.15

59.5

3.09

Infosys

754.9

19.95

2.71

Grasim

778.65

19.95

2.63

3,716.60

90.9

2.51

CMP

Change

% Chg

324.55 303.95 336.05 228.15 445.15

-29.75 -9.65 -8.15 -2.8 -3.1

-8.4 -3.08 -2.37 -1.21 -0.69

TCS

UltraTechCement

Top Losers Company

Adani Ports Bharti Infratel BPCL HPCL Zee Entertain

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AAVAS

1,023.00

-14.3

-1.43

ABFRL

229.7

5.3

2.41

134.35

3.15

2.5

BATAINDIA

1,329.90

-2.5

-0.19

BILENERGY

1.5

0.05

3.45

Prev. Close

Change

%Chg

17.95

0

0

1.35

0.05

3.57

2.6 0.05 200.8

0.1 0 -2.45

3.7 0 -1.17

BALRAMCHIN

Stocks at 52 Week’s LOW Symbol

21STCENMGM ADHUNIK AMTEKAUTO ATNINTER BIL

Indian Indices Company

CMP

Change

% Chg

NIFTY

10880

+88.4

+0.82

SENSEX

36213

+341.9

+0.95

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Special Report

26 -FEB-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ]

REPCOHOME

TITAN -Titan is trading above its 100 DEMA .Our view is that stock may bounce back from lower level , recommendation is to Buy 1050 stock target will be 1055/1060 SL below 1040

Stock showing strength in last day & it is going to be continued beacuse after analysis of derivate date we have seen the increase in open interest along with the price of stock rise . Our recommendation is to buy the stock below 325 target 330/335 Sl 315 .

2. KSCL [FUTURE]

MACRO NEWS 

North Korean leader Kim Jong Un arrived in Vietnam on Tuesday for a summit with US President Donald Trump where they will try to reach an agreement on a North’s Korean pledge to give up its nuclear weapons programme.Trump is due to arrive in the Vietnamese capital, Hanoi, on Tuesday evening. Trump will meet Kim for a brief one-on-one conversation on Wednesday evening, followed by a social dinner, at which they will each be accompanied by two guests and interpreters, White House spokeswoman Sarah Sanders told reporters on Air Force One.

Oil prices edged higher on Tuesday, finding steady ground after tumbling more than 3 percent in the previous session when US President Donald Trump called on OPEC to ease its efforts to boost the market.International Brent futures were at $64.95 a barrel at 0108 GMT, up 20 cents, or 0.3 percent, from their last close. Brent fell 3.5 percent on Monday when prices hit $64.54 a barrel - the lowest since February 15.

KSCL— In KSCL we have seen sharp selling in this week , we may expect that it will be continue in upcoming week also. On Technical point of view seen trend line breakdown & also stock not able to sustain at upper level. RSI & MACD also indicate downtrend in this stock with strong volume.Our recommendation is sell stock future in the range of 410 Target 405/400 Sl 420

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Special Report

26 -FEB-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,200

110

3,93,066

BANKNIFTY

CE

27,100 162.75

3,61,157

BANKNIFTY

CE

27,300

71.1

3,55,463

RELIANCE

CE

1,240

9.9

13,441

RELIANCE

CE

1,260

3.9

11,932

YESBANK

CE

230

4.15

10,876

TCS

CE

2,000

15

8,135

MARUTI

CE

7,000

50

7,010

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

Optio Strike n Price Type

BANKNIFTY

PE

BANKNIFTY

Open Interest

NTPC: Nabinagar Thermal Power Project has been declared running commercial operation.

3,44,000 Wipro gets approval to issue of bonus shares and increase in authorised share capital 2,42,920 4,09,460 NIFTY FUTURE NIFTY -On daily weekly chart we have identify that Head & Shoulder pattern is forming at the 17,60,500 top . Head & shoulder & for a short term forming 19,67,000 Raising wedge pattern in technical term bearish reversal pattern .Nifty breach the important level of 11000 in this 42,50,750 week ,but closing below 11000 .On technical point of 4,51,000 view still our recommendation is to sell nifty future in the range of 10800 Target 10750/10700 SL 10900 Our 1,77,000 strategy is to sell on rise . 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

27,000

72

3,18,387

8,78,440

PE

26,800

36

3,11,820

4,74,140

NIFTY

PE

10,800

23.3

3,05,731

35,63,100

RELIANCE

PE

1,220

7.95

9,673

9,09,500

RELIANCE

PE

1,200

3.5

6,353

10,52,500

TATASTEEL

PE

500

4.95

6,021

9,57,022

YESBANK

PE

220

2.2

5,290

24,18,500

RELIANCE

PE

1,240

16.7

4,465

7,12,500

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

INDEX FUTURES

37545

2756.76

43545

INDEX OPTIONS

2680011

160200.01

STOCK FUTURES

211707

12008.66

205050

STOCK OPTIONS

132345

7753.07

135332

Amount in Crores

NET AMOUNT

3229.13

390236

30866.05

-472.3721

2653905 158636.77

836328

63659.42

1563.2382

11707.78

1540823

91189.66

300.8824

7913.80

191108

10976.46

-160.7386 1231.0099

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10950

10915

10851

10816

10752

BANKNIFTY

27360

27259

27096

26995

26381

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Special Report

26 -FEB-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: GOLD BUY ABOVE 33410 Target 33450 /33470 Sl 33350 GOLD SELL BELOW 33350 Target 33310 /33280 Sl 33420

SILVER TRADING STRATEGY: Silver Buy Above 40300 Target 40340 /40380 Sl 40260 Silver Sell Below 40200 Target 40150 /40100 Sl 40300

COMMODITY ROUNDUP Gold prices edged up on Monday as the dollar fell against the yuan after U.S. President Donald Trump said he would delay an increase in tariffs on Chinese goods, while palladium surged to a record high.A strong yuan makes bullion cheaper for world's leading consumer- China.The offshore yuan strengthened 0.2 percent to 6.689 yuan CNH= against the dollar, after hitting its highest level since midJuly. USD/Trump said on Sunday that he would delay an increase in tariffs on Chinese goods that had been scheduled for later this week, citing "substantial progress" in Sino-U.S. trade talks over the weekend, and that he and his Chinese counterpart would meet to seal a deal if progress continued. gold XAU= rose 0.2 percent to $1,330.26 per ounce at 0655 GMT. U.S. gold futures GCv1 were steady at $1,332.70.Trump's extension of tariff deadline has weakened the dollar, driving gold up, said Jeffrey Halley, senior market analyst, OANDA."Gold, as it moves into the European and New York trading session, might come under pressure from the stock market," Halley said, adding that there won't be any sustained downward pressure until there is more information on the trade deal. Indonesia's palm oil output likely eased in January from a month earlier, in line with the vegetable oil's production cycle, while exports were expected to have picked up slightly, according to a Reuters survey.Palm oil output in top producer Indonesia declined 7.7 percent to 3.60 million tonnes from 3.90 million tonnes a month earlier, according to the median results of a survey of two palm oil groups and a state palm research firm.Production of the tropical oil typically falls during the first quarter of the year.Exports were estimated at 3.04 million tonnes in January, compared with 2.90 million tonnes in December.India, Indonesia's top palm buyer, cut import taxes on crude and refined palm oil from January, easing pressure on shipments. However, Indonesian palm oil is still taxed at a higher rate compared to Malaysian oil.Indonesia on Saturday offered to open up its market for India's sugar in exchange for a lower palm oil tax. the domestic use of palm oil was estimated at 1.18 million tonnes in January, compared with 1.38 million tonnes a month earlier. By the end of January, palm oil stocks were estimated to have eased to 2.85 million tonnes from 3.43 million tonnes a month ago, according to the survey.

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Special Report

26 -FEB-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM MARCH ABOVE 8400 TGT 8500/8600 SL BELOW 8270 SELL GUARGUM MARCH BELOW 8250 TGT 8150/8050 SL ABOVE 8370

NCDEX INDICES Index

Value

% Change

Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

5352 4256 6214 2001 4242

-2.47 0.02 0.74 -1.65 0.17

15560

0.77

3843 3726 6306

0.57 -0.13 -0.57

Jeera Mustardseed Soy Bean Turmeric

Indonesia has asked India for a 5 percentage point cut on import of refined Palm Oil to 45 percent matching the levy faced by rival producer Malaysia.In return, Indonesia is willing to open up market access for raw Sugar from India that is needed by our national industry.Indonesia and Malaysia are the world’s biggest producers of Palm Oil and India, the world’s largest importer of Edible Oils, is an important market for both.According to Palm Oil producers association of Indonesia, they have shipped 6.7 million tonnes of Palm Oil to India in 2018.

DHANIYA TRADING STRATEGY: BUY DHANIYA APRIL ABOVE 6220 TGT 6260/6310 SL BELOW 6170 SELL DHANIYA APRIL BELOW 6130 TGT 6080/6030 SL ABOVE 6200

Saudi Arabia the world's biggest Oil exporter, is looking at making India as a regional hub for supply of Crude Oil and will invest billions of dollars in the country to build storage facilities and strengthen refineries, Saudi Foreign Minister said.Saudi Arabia, will also invest in downstream assets in India besides helping the country boost its infrastructure in the petrochemical sector.Reflecting growing energy ties, it was announced recently that Saudi Aramco, the world's top Oil exporter, will be part of a joint venture project to set up a refinery in Maharashtra at a cost of USD 44 bn.The energy ties between the two countries are on an upswing in the last few year. It will be the largest greenfield refinery in the world to be implemented in one phase.The Saudi foreign minister said his country was committed to meeting India's Oil demand and ready to sell more Crude Oil to India. Saudi Arabia is also a key pillar of India's energy security, being a source of 17 per cent or more of Crude Oil and 32 per cent of LPG requirements of India. Oil prices declined on Monday, squeezed by plentiful supply and U.S. firms in particular increasing exports in competition with traditional producers from the Middle East in key markets like Asia.

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Special Report

26 -FEB-2019

RBI Reference Rate Currency Rupee- $ Euro

Rate Currency

Rate

70.9950 Yen

64.1475

80.75 GBP

92.8650

USD/INR TRADING STRATEGY: USD/INR BUY USDINR ABOVE 71.15 TGT 71.25/71.35 SL BELOW 70.85 SELL USDINR BELOW 70.90 TGT 70.8 /70.7 SL ABOVE 71.15

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 92.85 TGT 92.95 93.05 SL BELOW 92.65 SELL GBPINR BELOW 92.65 TGT 92.55 92.45 SL ABOVE 92.85

China's yuan touched a seven-month high and commoditylinked currencies like the Australian and New Zealand dollars gained on Monday after U.S. President Donald Trump confirmed he would delay a planned hike in tariffs on Chinese imports.Trump said on Sunday that he would push back the March 1 deadline as talks between Washington and Beijing to end their months-long trade war made "substantial progress". equities surged as investors piled into riskier assets, and European shares also opened higher.The offshore yuan rose to as high as 6.6737 per dollar and was up 0.1 percent at 6.6972 CNH=EBS by 0805 GMT."There was a huge risk premium in the renminbi that is being priced out," said Esther Reichelt, Frankfurtbased FX strategist at Commerzbank (DE:CBKG). News of the postponement was "not that much of a surprise" as the market had already been factoring in reduced ChinaU.S. trade tensions. Emerging markets are becoming more sensitive to the slings and arrows of the U.S.-China trade dispute just as talks between the two sides enter their most crucial phase.President Donald Trump said Sunday he’ll extend a deadline to raise tariffs on Chinese goods until he can meet Chinese President Xi Jinping, spurring gains in the offshore yuan in early Asia trading. With representatives of the two governments still haggling over a deal that would ensure Beijing lives up to its promise not to depreciate the yuan, the tendency of developing-nation currencies to shadow the dollar-yuan exchange rate is back near its highest since July.Trump said the U.S. and China have made “substantial progress” in the latest round of talks in Washington, which will help appease investors worried that an escalation of the trade war will derail global growth. This week is also due to serve up a second meeting between the U.S. President and North Korean leader Kim Jong Un, a rate decision in South Korea and gross-domestic-product reports from Brazil, India and Mexico. Not forgetting, of course, the result of the delayed election in Nigeria. “It appears that progress is being made and in this respect it ought to buoy EM assets into this week,” said Mitul Kotecha, a senior emerging-markets strategist at TD Securities in Singapore. “Markets have been anticipating some sort of a deal though there has been concern about structural issues

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Special Report

26 -FEB-2019

Date

Commodity/ Currency Pairs

25/2/19

NCDEX DHANIYA

APR

BUY

6340

25/2/19

NCDEX DHANIYA

APR

Sell

25/2/19

NCDEX GUARGUM5

MAR

25/2/19

NCDEX GUARGUM5

25/2/19

Contract Strategy

Entry Level

Stop Loss

Remark

6355/6370/64 00

6280

NOT EXECUTED

6250

6235/6220/61 90

6310

TARGET

BUY

8200

8215/8240/82 60

8260

TARGET

MAR

SELL

8150

8135/8120/80 80

8210

TARGET

MCX GOLD

MAR

BUY

33350

33400/33475

33250

NOT EXECUTED

25/2/19

MCX GOLD

MAR

SELL

32900

32800/32800

33

TARGET

25/2/19

MCX SILVER

MAR

BUY

40700

40750/40800

40500

NOT EXECUTED

25/2/19

MCX SILVER

MAR

SELL

40400

40300/40200

40600

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

25/2/19

NIFTY

FUTURE

SELL

10800

10750/10700

10900

NOT EXECUTED

25/2/19

TITAN

FUTURE

BUY

1040

1045/1050

1030

TARGET

25/2/19

KSCL

FUTURE

SELL

410

405/400

420

NOT EXECUTED

25/2/19

REPOHOME

CASH

SELL

310

305/300

318

NOT EXECUTED

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Special Report

26 -FEB-2019

TIME (ET)

REPORT

NEXT WEEK'S MAJOR U.S. ECONOMIC REPORTS PERIO ACTUAL

D

FORECAST

PREVIOUS

THE GOVERNMENT SHUTDOWN WILL DELAY THE RELEASE OF SOME DATA THIS WEEK. MONDAY, FEB. 25 8:30 am

Chicago Fed national activity index

Jan.

--

0.27

10 am

Wholesale inventories* (new date)

Dec.

--

0.3%

TUESDAY, FEB. 26 8:30 am

Housing starts* (new date)

Dec.

1.255mln

1.256mln

8:30 am

Building permits* (new date)

Dec.

--

1.322mln

9 am

Case-Shiller home price index

Dec.

--

5.2%

10 am

Consumer confidence index

Feb.

124.0

120.2

10 am

New home sales*

Jan.

-$74.0 bln

-$71.6bln

DELAYED

WEDNESDAY, FEB. 27 8:30 am

Advance trade in goods* (new date)

Dec.

8:30 am

Durable goods orders*

Jan.

10 am

Pending home sales index

Jan.

--

-2.2%

10 am

Factory orders* (new date)

Dec.

0.6%

-0.6%

DELAYED

THURSDAY, FEB. 28 8:30 am

Weekly jobless claims

2/23

223,000

216,000

8:30 am

GDP* (first & second estimates)

Q4

2.0%

3.4% (Q3)

9:45 am

Chicago PMI

Feb.

--

56.7

10 am

Housing vacancies* (new date)

Q4

9:45 am

Markit manufacturing index flash

Nov.

--

55.7

9:45 am

Markit services index flash

Nov.

--

54.8

10 am

Jerome Powell testimony

FRIDAY, MARCH 1 8:30 am

Personal income* (new date)

Dec.

0.4%

0.2%

8:30 am

Personal income

Jan.

0.3%

N/A

8:30 am

Consumer spending* (new date)

Dec.

-0.3%

0.4%

8:30 am

Consumer spending*

Jan.

8:30 am

Core inflation* (new date)

Dec.

0.2%

0.1%

8:30 am

Core inflation*

Jan.

9:45 am

Markit manufacturing PMI

Feb.

10 am

ISM manufacturing index

Feb.

10 am

Construction spending*

Jan.

10 am

Consumer sentiment index

10 am

Jerome Powell testimony

Varies

Motor vehicle sales

DELAYED DELAYED 53.7 55.3%

56.6%

Feb.

95.5

95.5

Feb.

16.8 mln

16.6 mln

DELAYED

*DELAYED BY GOVERNMENT SHUTDOWN

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Special Report

26 -FEB-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: 2019-02-26 09:28+05:30

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