Special report-30-august-epic-research-2018

Page 1

Special Report 30-Aug-2018

Global markets at a glance Wall Street extended its rally on Wednesday, with the S&P 500 and the Nasdaq hitting record highs for the fourth straight session as technology companies pushed indexes higher and promising trade negotiations stoked investor sentiment. Apple Inc led the technology sector's advance, and the iPhone maker's shares hit an all-time closing high at $222.98.The FAANG group of momentum stocks also got a boost from Morgan Stanley's price target increases for Amazon.com and Alphabet Inc .Amazon's stock gained 3.4 percent, leading the consumer discretionary sector's advance, as the company edged closer to becoming the second U.S. company, after Apple, to reach $1 trillion in market value. Asian stocks rose on Thursday as Wall Street hit record highs in the hope that the current North American Free Trade Agreement (NAFTA) negotiations will lead to a further easing of global trade tensions. MSCI's broadest index of Asia-Pacific shares outside Japan nudged up 0.1 percent.Australian stocks added 0.15 percent, and Japan's Nikkei rose to a three-month high, last trading up 0.45 percent. South Korea's KOSPI was little changed.US shares extended their rally on Wednesday, with the S&P 500 and the Nasdaq hitting record highs for a fourth straight session as technology stocks pushed indexes higher and promising NAFTA negotiations boosted investor confidence. Previous day Roundup The Nifty50 after opening flat traded rangebound throughout the session but started correcting gradually in late morning deals. It fell below psychological 11,700-mark in the last half an hour of trade and closed tad below the same level on Wednesday. The index formed bearish candle on the daily candlestick charts ahead of expiry of August futures & options contracts on Thursday. The Nifty50 opened at 11,744.95 and closed at 11,691.90. In the morning, the index after flat opening dipped and immediately bounced back to hit an intraday high of 11,753.20 followed by volatility. It started correcting gradually in late morning deals and hit a day's low of 11,678.85 in late trade. The index closed 46.60 points lower at 11,691.90. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[11.90], Consumption[-16.65pts],PSE[3.25pts],CPSE [10.10pts],Energy[-181.70pts],FMCG[-64.75pts],Auto [13.00pts],Pharma[ -41.20pts],IT[-58.10pts],Metal [37.10pts],Realty[3.20 pts], Fin Serv sector[10.50pts].

World Indices Index

Value

% Change

DJI

26,124.57

+0.23

S&P500

2,912.00

-0.09

NASDAQ

8,109.69

+0.99

FTSE100

7,563.21

-0.71

22,874.98 28,226.31

+0.12 -0.67

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

680.00

25.85

3.95

2,985.50

52.90

1.80

SBI

309.70

4.35

1.42

ONGC

177.00

2.40

1.37

GAIL

367.45

3.20

0.88

CMP

Change

% Chg

49.55 286.30 193.05 1,294.20 28,188.75

-1.55 -8.40 -4.10 -24.80 -489.20

-3.03 -2.85 -2.08 -1.88 -1.71

UPL Bajaj Finance

Top Losers Company

Idea Cellular Coal India Power Grid Corp Reliance Eicher Motors

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

229.7

-8.25

-3.59

3132.15

47.95

1.53

AXISBANK

660.05

-4.55

-0.69

BAJFINANCE

2932.6

57.4

1.96

BALKRISIND

1408.6

15.6

1.11

Prev. Close

Change

%Chg

28.9 16.25 5.25 2.4 19.75

-0.5 0 -0.25 0.05 -0.3

-1.73 0 -4.76 2.08 -1.52

ADANIENT ATUL

Stocks at 52 Week’s LOW Symbol

AARVEEDEN ABMINTLTD AMTEKAUTO ANGIND BAFNAPHARM

Indian Indices Company

CMP

Change

% Chg

NIFTY

11691.90

-46.60

-0.40

SENSEX

38722.93

-173.70

-0.45

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

RECOMMENDATIONS [FUTURE] 1. BAJAJFINANCE [FUTURE ] With the good fundamental this particular script has also plus point with respect to its technical , it is maintaining its uptrend and clsoed above its crucial resistance level of 2970, now this level can act as its new support level so buy on correction would be good opportunity to go with it here we advice you to buy around the levels of 2975-2978 for the targets of 3000-3120 with stoploss below 2965.

2. KPIT [FUTURE] The particular counter is showing a clear sign of correction from its higer levels of 297 and rebounded from its support level of 288 and closed in a negative note around the levels of 293 from the daily chart its clear that is moving within a range and this movement may continue today so we advice you to sell kpit future around the levels of 295.80-296 for the targets of 290-285 with stoploss above 299.

STOCK RECOMMENDATION [CASH] BANDHANBANK [CASH] As per the daily chart this counter is showing weakness from moving up , yesterday trading session it had made a bear canle which shows a clear sign of reversal around the levels of 700 here a short position can be made below the levels of 680-670 for the targets of 670-660 with the stoploss above 688.

MACRO NEWS  Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 22 points or 0.19 percent. Nifty futures were trading around 11,726level on the Singaporean Exchange.  Oil prices inched up on Thursday, extending solid gains from the previous session on a fall in US crude inventories and expected disruptions to supply from Iran and Venezuela.International Brent crude oil futures were at USD 77.21 per barrel at 0114 GMT, up 7 cents from their last close. US West Texas Intermediate (WTI) crude futures were up 14 cents at USD 69.65 a barrel.  The rupee yesterday plunged to all-time low of 70.65 to the US dollar in day trade on heavy month-end dollar demand from importers and foreign capital outflows. The local currency dropped by 49 paise or 0.70 percent to close at 70.59 to the dollar at the interbank foreign exchange market, logging its biggest single-day drop since August 13 when it nosedived 110 paise or 1.6 percent.  India likely grew 7.6 percent in the April-June quarter, propelled in part by an improvement in manufacturing and exports, a Reuters poll showed. The poll results suggest domestic demand was strong, driven primarily by manufacturing activity that remained solid despite elevated oil prices and a weakening Indian rupee.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

NIFTY

Traded Volume (Contracts)

CE

11,700 26.15

2,90,719

NIFTY

CE

11,750

9

2,18,132

25,30,800 NIFTY FUTURE 23,55,750

NIFTY

CE

11,900

0.9

2,10,090

17,27,550

RELIANCE

CE

1,320

2.3

25,655

33,21,000

RELIANCE

CE

1,340

0.8

21,386

33,53,000

YESBANK

CE

380

2.1

14,681

54,37,250

TATASTEEL

CE

600

2.65

13,570

19,67,094

RELIANCE

CE

1,300

7.25

12,620

18,02,000

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

Optio Strike n Price Type

LTP

Open Interest

Mahindra Logistics: Board approved the appointment of Yogesh Patel, VP – Finance of the company, as the CFO and KMP of the company, with effect from September 1.

LTP

2,83,500

Traded Volume (Contracts)

BANKNIFTY

PE

28,000 24.85

3,46,088

BANKNIFTY

PE

28,300 119.1

2,98,953

NIFTY

PE

11,600

4.4

2,01,452

RELIANCE

PE

1,300

10.8

21,044

RELIANCE

PE

1,280

3.3

11,884

RELIANCE

PE

1,320

25.1

9,372

YESBANK

PE

370

7.65

7,363

YESBANK

PE

360

3.45

6,883

Open Interest

The Nifty50 after opening flat traded rangebound 11,54,280 throughout the session but started correcting gradually in late morning deals. It fell below psychological 11,7005,72,480 mark in the last half an hour of trade and closed tad 27,93,000 below the same level on Wednesday. 12,12,000 The index formed bearish candle on the daily candlestick charts ahead of expiry of August futures & options 13,86,000 contracts on Thursday..Here you can go for a long 7,34,000 position in nifty future around the levels of 11660-670 23,95,750 for the targets of 11700-11750 with stoploss below 11620. 25,86,500

FII DERIVATIVES STATISTICS BUY

SELL

No. of Contracts

Amount in Crores

INDEX FUTURES

61674

5555.65

73051

6551.27

INDEX OPTIONS

969881

100926.44

977768

STOCK FUTURES

546675

41257.88

STOCK OPTIONS

136120

11230.50

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Contracts Crores Contracts

Amount in Crores

NET AMOUNT

377867

33418.88

-995.6207

101621.51

780621

70835.14

-695.0732

534892

40534.46

1208437

93796.62

723.42

138857

11390.37

149919

11627.42

-159.8765 -1127.1504

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

11790.00

11747.00

11720.00

11677.00

11650.00

BANKNIFTY

28478.00

28352.00

28271.00

28145.00

28064.00

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD OCT FUT ABOVE 30200 TGT 30300 30500 SL BELOW 30100 SELL GOLD SEP FUT BELOW 30050 TGT 29950 29750 SL ABOVE 30150

SILVER TRADING STRATEGY: BUY SILVER SEP FUT ABOVE 37200 TGT 37400 37700 SL BELOW 37000 SELL SILVER SEP FUT 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. Oil prices rose on Tuesday as risks of supply disruptions from places such as Venezuela, Africa and Iran triggered expectations of a tightening market.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM OCT FUT ABOVE 9000 TGT 9030 9060 SL BELOW 8970 SELL GUARGUM OCT FUT BELOW 8820 TARGET 8770-8720 SL 8850.

NCDEX INDICES Index

Value

% Change

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

1612 4593 3913 4609 1627.5 4213

0.91 -0.24 -1.36 -0.13 -1.93 0.9

Jeera

19340

0.91

3955 3190 6790

-1.13 0.25 -0.15

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 SEP FUT ABOVE 4660 TGT 4690 4720 SL BELOW 4630 SELL DHANIYA SEP FUT BELOW 4560 TARGET 4530-4500 SL 4590

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.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.5046 Yen

63.4200

Euro

82.3376 GBP

90.6257

USD/INR TRADING STRATEGY: BUY USDINR ABOVE 70.60 TGT 70.90 71.20 SL BELOW 70.30 SELL USDINR BELOW 70.40 TGT 70.10 69.70 SL ABOVE 70.70

GBP/INR TRADING STRATEGY: BUY GBPINR ABOVE 90.70 TGT 91.00 91.30 SL BELOW 90.40 SELL GBPINR BELOW 90.20 TGT 89.90 89.60 SL ABOVE 90.50

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.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-Aug-2018

Date

Commodity/ Currency Pairs

29/08/18

NCDEX DHANIYA

SEP

29/08/18

NCDEX DHANIYA

29/08/18

Contract Strategy

Entry Level

Target

Stop Loss

Remark

BUY

4850

4900 4950

4800

NOT EXECUTED

SEP

SELL

4590

4540-4500

4640

OPEN

NCDEX GUARGUM5

OCT

BUY

9000

9030 9060

8970

TARGET HIT

29/08/18

NCDEX GUARGUM5

OCT

SELL

8820

8770-8720

8850

SL TRIGGERED

29/08/18

MCX GOLD

OCT

BUY

30200

30300 30500

30100

NOT EXECUTED

29/08/18

MCX GOLD

OCT

SELL

30000

29900 29700

30100

NOT EXECUTED

29/08/18

MCX SILVER

SEP

BUY

37400

37600 37900

37200

NOT EXECUTED

29/08/18

MCX SILVER

SEP

SELL

37100

36900 36600

37300

OPEN

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

29/08/18

NIFTY

FUTURE

BUY

11660-670

11700-11750

11620

NOT EXECUTED

29/08/18

BPCL

FUTURE

BUY

362

368-375

358

SL TRIGGERED

29/08/18

MANAPPURAM

FUTURE

BUY

101-102

105-110

99

SL TRIGGERED

29/08/18

TATAMOTORS

CASH

BUY

269-270

274-278

266

NOT EXECUTED

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Special Report 30-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

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.

_____________________________________________________________________________________________________________________ Please refer to disclaimer Epic Research Ltd www.epicresearch.co


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.