Special report-27-august-epic-research-2018

Page 1

Special Report 27-Aug-2018

Global markets at a glance The Dow Jones Industrial Average fell 76.62 points, or 0.3 percent, to 25,656.98, the S&P 500 lost 4.84 points, or 0.17 percent, to 2,856.98 and the Nasdaq Composite dropped 10.64 points, or 0.13 percent, to 7,878.46. Wall Street's major indexes fell on Thursday as tradesensitive stocks were hit by a fresh round of tariffs in the trade dispute between the United States and China.Despite ongoing talks, the two countries imposed tariffs on $16 billion worth of each other's goods. Shares of industrial giants Caterpillar Inc and Boeing Co , which have been bellwethers of trade sentiment, were among the biggest drags on the Dow. Caterpillar shares fell 2.0 percent, and Boeing shares fell 0.7 percent. In the S&P 500, the technology sector was the sole gainer, rising 0.2 percent. But it pared gains late in the session, sending the tech-heavy Nasdaq into negative territory along with the S&P and the Dow. Asian shares rose early on Monday, taking support from Wall Street’s gains on Friday after US Federal Reserve Chairman Jerome Powell said a gradual approach to raising rates was best to protect the US economy and job growth.Powell's comments, which were in line with market expectations, helped to push the S&P500 index and Nasdaq Composite to record highs on Friday, cementing the S&P's longest-running bull market, as defined by some investors.In early Asian trade on Monday, S&P500 E-mini futures ESc1 touched a record high of 2,885, and were last 0.2 percent higher at 2,882.5. The Nifty snapped its four-day winning streak and closed Friday's sideways session on a weak note, forming an indecisive Doji pattern on the daily candlestick charts. On the weekly scale, the index formed a bullish candle.The index after opening lower at 11,566.60 managed to clawback to hit a high of 11,604.60. It wiped out its gains in the first hour of trade itself to hit a low of 11,532. It remained rangebound for rest of Friday and closed 25.70 points lower at 11,557.10. For the week, the Nifty rallied 0.75 percent.The Nifty Bank index closed at 27,834.70, down 193.20 points on Friday. The important pivot level, which will act as crucial support for the index, is placed at 27,704.06, followed by 27,573.43. On the upside, key resistance levels are placed at 28,044.06, followed by 28,253.43. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-25.25], Consumption[+12.8pts],PSE[ —16.05pts],CPSE[+14.7pts],Energy[+44.60pts],FMCG[+111.15pts],Auto[ 67.10pts],Pharma[+160.70pts],IT[+98.45pts],Metal[ 48.65pts],Realty[+2.05 pts], Fin Serv sector[-1.75pts].

World Indices Index

Value

% Change

DJI

25,790.35

+0.52

S&P500

2,874.69

+0.62

NASDAQ

7,945.98

+0.86

FTSE100

7,577.49

+0.19

22,803.16 28,243.09

+0.88 +2.06

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Vedanta

224.05

9.25

4.31

ONGC

174.75

2.85

1.66

1,060.30

14.75

1.41

639.9

8.15

1.29

510.35

4.75

0.94

CMP

Change

% Chg

374.2 885.35 3,212.30 330.15 376.75

-14.4 -26.55 -72.45 -7.05 -7.75

-3.71 -2.91 -2.21 -2.09 -2.02

Grasim Axis Bank Zee Entertain

Top Losers Company

Yes Bank Titan Company Hero Motocorp ICICI Bank Adani Ports

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

295.3

47.75

16.17

BAJFINANCE

2893.85

26.65

0.92

BATAINDIA

1076.5

3.5

0.33

BBTC

1954.9

-22.9

-1.17

162

6

3.7

Prev. Close

Change

%Chg

24 5.5 6.05 0.5 39.45

1.2 0 -0.3 0 0.55

5 0 -4.96 0 1.39

AMRUTANJAN

BIRLACABLE

Stocks at 52 Week’s LOW Symbol

ADROITINFO ALCHEM AMTEKAUTO ANTGRAPHIC AYMSYNTEX

Indian Indices Company

CMP

Change

% Chg

NIFTY

11557.10

-25.65

-0.22

SENSEX

38251.80

-84.96

-0.22

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Special Report 27-Aug-2018

RECOMMENDATIONS [FUTURE] 1. UJJIVAN [FUTURE ] The stock is seeing a reversal post an indecisive pattern formed in a previous week. A follow up buying with positive close suggest a point of inflection acting as support. BUY current leve for the tgt of 385 with the SL 340

STOCK RECOMMENDATION [CASH] SIEMENS [CASH] It is in an uptrend with well established higher top and low formation. A breach of resistance line with range formation suggests an impending upside wave to progress in coming days Buy the cuutent level for the tgt of 1090 with the SL 1090.

. MACRO NEWS 2. BHEL [FUTURE] The stock has given a breakout on all time frames and a close is well above its important resistances which were placed at 77 and 79. A reversal is seen in the medium term as well indicating an extension of upside to 88. Buy current level for the tgt of 88 with the SL 75

Noted banker Uday Kotak, former Lok Sabha Secretary General T K Vishwanathan, law firms Shardul Amarchand Mangaldas' Executive Chairman Shardul S Shroff and AZB & Partners' Founder Managing Partner Ajay Bahl are among the members. Congress president Rahul Gandhi today alleged that the judiciary, the election commission and the RBI are being "torn apart" under the BJP government and Prime Minister Narendra Modi has insulted every Indian by saying no development had happened before 2014. Undeterred by legal notices served on its leaders, the Congress has decided to intensify its campaign against the Rafale fighter aircraft deal which, the party claimed, was altered to benefit Prime Minister Narendra Modi's industrialist 'friend' and 'promote crony capitalism'. A commission has denied the appeal of a petitioner who had also sought to know the rules governing extension of security cover to a private individual and the authorities, which foot the bill of such cover to a private individual.

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Special Report 27-Aug-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

RIL gains 1% on report of Jio becoming secondlargest telco by revenue market share

LIC Housing down 5% despite better Q1 nos; JP Morgan, Macquarie maintain neutral call

Future Retail surges 6% on report of Google, Paytm teaming up to buy 7-10% stake

NIFTY

CE

11,600

39

2,78,420

39,24,825

BANKNIFTY

CE

28,200

60.8

2,49,769

7,51,080

NIFTY

CE

11,700

9.4

1,99,518

28,73,550 NIFTY FUTURE

BANKNIFTY

CE

28,500

19.7

1,88,144

10,31,040

RELIANCE

CE

1,280 11.75

14,714

15,53,000

RELIANCE

CE

1,300

5.65

13,841

21,98,000

AXISBANK

CE

640

11.4

8,861

21,37,200

TATASTEEL

CE

580

7.85

7,071

19,02,373

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

Optio Strike n Price Type

LTP

2,83,500

Traded Volume (Contracts)

Open Interest Nifty finished again at all time highs and made all time

NIFTY

PE

11,500

31

2,52,843

40,16,850

BANKNIFTY

PE

27,800 120.55

2,25,341

3,55,840

BANKNIFTY

PE

27,500 50.55

1,93,866

10,20,120

NIFTY

PE

11,600

68.6

1,87,920

16,78,800

RELIANCE

PE

1,260

7.65

10,504

14,41,000

RELIANCE

PE

1,240

3.6

9,796

18,05,000

YESBANK

PE

380

10

4,247

22,36,500

AXISBANK

PE

630

7.1

4,087

9,27,600

high of 11622, according to spot market chart Nifty moving in rising channel line pattern which followed in last week where Nifty traded near pattern support level, here short term support is at 11490, if Nifty break this level on closing basis then we can see two per cent fall, while on future market chart it is moving in rising wedge pattern and RSI also has double top pattern where below 11274 as well as RSI has divergence, so be cautious at this points, buying should be avoid because of the narrow range so try to sell around 11640-11660 with stop loss of 11750 for the target of 11500 11350.

FII DERIVATIVES STATISTICS BUY

SELL

No. of Contracts

Amount in Crores

INDEX FUTURES

25613

2405.07

26912

2452.13

INDEX OPTIONS

769658

77567.79

769995

STOCK FUTURES

214895

15459.29

STOCK OPTIONS

146901

11480.39

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

Amount in Crores

NET AMOUNT

372778

32684.19

-47.059

77570.68

788524

70809.87

-2.8891

219106

15681.79

1161708

88420.58

-222.4992

148981

11614.81

158746

12203.26

-134.4109 -406.8582

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11636.33

11603.67

11572.33

11539.67

11508.33

BANKNIFTY

28296.67

28102.33

27981.67

27787.33

27666.67

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Special Report 27-Aug-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 30000 TGT 30100 30300 SL BELOW 29900 SELL GOLD BELOW 29800 TGT 29700 29500 SL ABOVE 29900

SILVER TRADING STRATEGY: BUY SILVER ABOVE 37200 TGT 37400 37700 SL BELOW 37000 SELL SILVER BELOW 36900 TGT 36700 36400 SL ABOVE 37100

COMMODITY ROUNDUP Gold prices traded higher on Friday as Federal Reserve chairman Jerome Powell emphasized the central bank’s plans for gradual interest rate hikes would be conditioned on the continued strength of the U.S. economy and labor market. At 11:06 AM ET (15:06 GMT), gold futures for December delivery on the Comex division of the New York Mercantile Exchange gained $20.00, or 1.68%, to $1,214.00 a troy ounce. In his speech at the Jackson Hole Economic Symposium, Powell indicated that there was no clear sign of an acceleration above the Fed’s 2% inflation objective and said there did not seem to be an elevated risk of the economy overheating. “As the most recent FOMC statement indicates, if the strong growth in income and jobs continues, further gradual increases in the target range for the federal funds rate will likely be appropriate,” he concluded. Investors took Powell’s speech as a more dovish stance, which seemed to rule out the need for a more aggressive tightening as he suggested a lack of inflationary pressure and put the caveat for further gradual increases in interest rates on a continuation of current economic strength and a strong labor market. Higher interest rates tend to weigh on demand for gold, which doesn’t bear interest, in favor of yield-bearing investments. The remarks also weighed on the dollar, extending the greenback’s losses and increasing the demand of the precious metal for holders of foreign currencies. In other metals trading, silver futures rose 1.88% at $14.815 a troy ounce by 11:08 AM ET (15:08 GMT). Palladium futures traded up 2.28% to $932.00 an ounce, while sister metal platinumrose 2.03% at $794.20. In base metals, copper gained 2.05% to $2.709 a pound. The aluminum market has been thrust into a period of uncertainty that has become a feature of the trade in recent months because of tariffs and sanctions, a situation that seems unlikely to change. The lack of clarity began in April, when the US announced sanctions against several Russian individuals and companies, including aluminum producer UC Rusal. These sanctions created a lot of uncertainty in the market, which in turn led to a price spike in April and high volatility. But, since April, metal and alumina flows have resumed to a great extent, and prices have moderated.

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Special Report 27-Aug-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM ABOVE 9250 TGT 9350 9500 SL BELOW 9150 SELL GUARGUM BELOW 9150 TGT 9050 8950 SL ABOVE 9250

NCDEX INDICES Index

Value

% Change

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

1613 4676 4086 4795 1740 4316

-0.8 -1.66 -2.39 -2.14 -2.19 -0.63

19315

-1.63

4075 3250 6874

-1.36 -1.28 -0.06

Jeera Mustardseed Soy Bean Turmeric

Kharif crop planting has been done on 94% of the arable land, with last phase of planting picking up in rain-fed parts of the country boosted by fresh spells of rains across western, central and southern India in the past one week. However , the planting is still marginally lower than the level this time last year. Planting covering 995.62 lakh hectares so far this season is 1.28% less than a year earlier, data from the Agriculture ministry showed. Total area to be planted this kharif season is estimated at 1,058.10 lakh hectares.

DHANIYA TRADING STRATEGY: BUY DHANIYA ABOVE 4800 TGT 4870 5000 SL BELOW 4730 SELL DHANIYA BELOW 4700 TGT 4630 4500 SL ABOVE 4770

Coarse cereals, cotton, rice and pulses have seen a fall in acreage, while oilseeds and sugarcane have reported an increase. Monsoon data showed rains were 7% below normal since June 1. Still, India’s 91 major reservoirs held 28% more water than at this time last year, and 7% higher than the 10-year average at 101.286 billion cubic metres suggesting better water availability for crops after the monsoon ends. Officials say that in parts of the country where farmers will have to go for replanting of crop due to excess rain or deficit rain, farmers will now go for planting of sturdy short duration crops like pulses and coarse cereals. Farmers who had prepared rice nurseries in the rain-fed parts of north-eastern states, Jharkhand and Karnataka will transplant those in rice fields, government officials said. Rice is so far planted on 356.83 lakh hectares, which is 0.75% less than the previous year as per the ministry data. Pulses acreage fell by 2.27% at 130.83 lakh hectares. Though arhar, and moongbean acreage was higher than the previous year, planting of uradbean fell by 13%. Overall, coarse cereals saw a slight increase in planting over the previous year. Meanwhile, farmers have opted more for oilseeds, particularly soyabean. Overall, oilseed planting saw a 1.68% increase at 167 lakh hectares.

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Special Report 27-Aug-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.1377 Yen

62.98

Euro

81.1699 GBP

89.9694

USD/INR TRADING STRATEGY: BUY USDINR ABOVE 70.00 TGT 70.20 70.50 SL BELOW 69.80 SELL USDINR BELOW 69.80 TGT 89.60 89.30 SL ABOVE 70.00

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 90.10 TGT 90.30 90.60 SL BELOW 89.90 SELL GBPINR BELOW 89.90 TGT 89.70 89.40 SL ABOVE 89.10

The rupee today staged a good recovery to end higher by 20 paise at 69.91 against the US currency on bouts of dollar selling by exporters and corporates. The domestic currency recouped early losses and withstood the headwinds of surging crude prices and trade deficit worries. Excess volatility and movements in the US dollar had a major impact on the domestic currency. The domestic unit hit a low of 70.24 before rebounding in late afternoon deals. India's trade .deficit soared to a near five-year high of USD 18 billion, raising concerns on the current account front. Also, global crude prices surged after a brief consolidation largely supported by signs that US sanctions on Iran, the third-biggest producer in the OPEC, are already reducing global crude supply. A single sneeze, and the world catches cold. The market worldwide is reeling under pressure as their currencies continue to get devalued against a strong dollar. Turkey was first to sneeze and now, it appears that the contagion might spread throughout emerging markets. World market is already under too much debt. If we look at most of the country’s debt to GDP, it’s are more than 50 per cent, and for many of the advanced economies such as the US, Japan, the UK and Italy, the figure is more than 100 per cent. he problem is most of emerging markets debt is dollar denominated. With a rise in US dollar, all emerging market currencies have devalued. It becomes difficult for countries to repay their debt as it becomes expensive to pay in the dollar as their currencies already have devalued. India's foreign exchange reserves fell by $33.2 million to $400.847 billion in the week to August 17 mainly due to fall in foreign currency assets, according to RBI data. In the previous week, the forex reserves had witnessed a drop of $1.822 billion to $400.881 billion. The reserves have been declining in the past few weeks as the Reserve Bank is selling the US dollar to contain depreciation in the rupee, which is frequently testing the 70-level against the American unit. The rupee opened today at 70.24 a dollar and closed at 69.91. The Indian unit had hit an intra-day low of $70.40 on April 14, 2018. In the week ended August 17, foreign currency assets, a major component of the overall reserves, dipped by $60.2 million to $376.205 billion, as per data.

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Special Report 27-Aug-2018

Date

Commodity/ Currency Pairs

24/08/18

NCDEX DHANIYA

SEP

24/08/18

NCDEX DHANIYA

24/08/18

Contract Strategy

Entry Level

Target

Stop Loss

Remark

BUY

5210

5260-5310

5160

NOT EXECUTED

SEP

SELL

4870

4820-4470

4920

TGRGET HIT

NCDEX GUARGUM5

OCT

BUY

9680

9730-9780

9630

NOT EXECUTED

24/08/18

NCDEX GUARGUM5

OCT

SELL

9300

9250-9200

9350

TGRGET HIT

24/08/18

MCX GOLD

OCT

BUY

29730

29830-30030

29630

TARGET HIT

24/08/18

MCX GOLD

OCT

SELL

29530

29430-29230

29630

NOT EXECUTED

24/08/18

MCX SILVER

SEP

BUY

36800

37000-37300

36600

TARGET HIT

24/08/18

MCX SILVER

SEP

SELL

36500

36300-36000

36700

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

24/08/18

NIFTY

FUTURE

SELL

11630

11560-11480

11700

TARGET HIT

24/08/18

GRANULES

FUTURE

BUY

116

120

113

SL TRIGGERED

24/08/18

MARICO

FUTURE

BUY

383

390

380

SL TRIGGERED

24/08/18

LUPIN

CASH

BUY

905

950

865

IN PROFIT

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Special Report 27-Aug-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIOUS

MONDAY, AUG. 27 8:30 am

Chicago national activity index

July

0.43

TUESDAY, AUG. 28 8:30 am

Advance trade in goods

July

-$68.3bln

9 am

Case-Shiller home price index

June

6.4%

10 am

Consumer confidence index

Aug.

127.4

WEDNESDAY, AUG. 29 8:30 am

Gross domestic product revision

Q2

4.1%

10 am

Pending home sales

July

0.9%

THURSDAY, AUG. 30 8:30 am

Weekly jobless claims

8/25

8:30 am

Personal income

July

0.4%

8:30 am

Consumer spending

July

0.4%

8:30 am

Core inflation

July

0.1%

FRIDAY, AUG. 31 9:45 am

Chicago PMI

Aug.

65.5

10 am

Consumer sentiment index

Aug.

97.9

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