Special report-30-jan-2019-epic-research

Page 1

Special Report

30–JAN-2019

Global markets at a glance

World Indices

Wall Street was mixed on Tuesday, with Alphabet, Facebook and other technology-related shares dipping, while a rebound in 3M and other industrials elevated the Dow Jones Industrial Average.The Dow Jones Industrial Average climbed 0.21 percent to end at 24,579.96 points, while the S&P 500 lost 0.15 percent to 2,640, dragged down bytechnology and communications stocks. The Nasdaq Composite dropped 0.81 percent to 7,028.29.

Index

Value

% Change

DJI

24383

-0.37

S&P500

2643

-0.78

NASDAQ

7085

-1.11

FTSE100

6747

-0.91

20679 27660

-0.46 +0.33

Asian equities eked out modest gains on Wednesday as investors seized on Apple Inc’s earnings and comments from its chief that US-China trade tensions were easing, sending the iPhone maker’s shares soaring in after-hours trade.S&P 500 e-mini futures tacked on 0.1 percent in early trade while MSCI’s broadest index of Asia-Pacific shares outside Japan edged up 0.05 percent. Japan’s Nikkei rose 0.2 percent before erasing gains.

Top Gainers

Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 6.5 points or 0.06 percent. Nifty futures were trading around 10,687-level on the Singaporean Exchange. Oil prices were stable on Tuesday, pressured by a cloudy outlook for the global economy but supported by worries over disruptions to supply from US sanctions on Venezuelan exports.

Top Losers

PREVIOUS DAY ROUNDOFF Benchmark indices has made strong comeback from the lows with Nifty finished just above 10,650 level.At the close of market hours, the Sensex was down 64.20 points at 35592.50, while Nifty was down 9.30 points at 10652.20. About 1144 shares have advanced, 1346 shares declined, and 140 shares are unchanged. Adani Ports, Bharti Infratel, Bajaj Finserv, Cipla and Sun Pharma are the top gainers on the Nifty, while top losers include Eicher Motors, GAIL, Yes Bank, HPCL and L&T.Among the sectors, pharma, IT and FMCG index helped to market recovery, while some selling pressure seen in auto, bank and energy space. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-3.75pts], Consumption[+22.95pts],PSE[ -17.85pts],CPSE[1.5pts],Energy[-189.55ts],FMCG[+193.35pts],Auto[22.55pts],Pharma[+93Pts],IT[+111.2pts],Metal [+1.2pts],Realty[-1.10pts], Fin Serv sector[-41.7pts].

NIKKEI HANG SENG Company

CMP

Change

% Chg

Adani Ports

349.25

23.15

7.1

Bharti Infratel

297.35

10.05

3.5

6,233.05

182.15

3.01

505.05

12.9

2.62

422.4

10.65

2.59

CMP

Change

% Chg

18,877.25 -1,110.15 323.6 -9.6 202.9 -4.6 1,278.05 -22.4 235.3 -3.9

-5.55 -2.88 -2.22 -1.72 -1.63

Bajaj Finserv Cipla Sun Pharma Company

Eicher Motors GAIL Yes Bank Larsen HPCL

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

DALBHARAT

1,045.30

49.75

5

GOLDBEES

2,902.00

30.05

1.05

HDFCMFGETF

2,975.00

43.35

1.48

LIQUIDETF

1,000.01

0

0

QGOLDHALF

1,444.95

14.2

1

Prev. Close

Change

%Chg

10

0.1

0.91

AARVEEDEN

21.8

-0.35

-1.46

ABAN ABCAPITAL ABGSHIP

65.25 82.8 1.8

-3.05 -3.5 -0.05

-4.37 -4.01 -2.7

Stocks at 52 Week’s LOW Symbol

3PLAND

Indian Indices Company

CMP

Change

% Chg

NIFTY

10652

-9.35

-0.09

SENSEX

35592

-64.2

-0.18

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. Titan [FUTURE ] TITAN -In Titan on daily chart as well as weekly we have seen that Buying in this stock by traders as well as investors in last week .Reason behind that quarterly result awaited in this week & also from technical aspect stock now moving towards to break its previous highs.Our 970 recommendation is to Buy stock target will be 1000/1030 SL below 940 .

REPCOHOME Stock has given the breakout of the neckline of the double bottom pattern but can not sustain at upper level .we have seen the weakness on chart We recommend sell below 405 for the target of 400/390 with the stop loss of 415

2. MCDOWNLL –N [FUTURE] MCDOWELL-N – Daily chart of MCDOWELL-N looking MACRO NEWS week .We have seen the trendline breakdown & also stock does not sustain at upper level . Our recommendation is to sell the stock future from 540 Target will be 530 SL 550. RSI  The initial public offer of Chalet Hotels, which owns, develops and manages high-end hotels in key metro & MACD also showing that downtrend continue in this cities in India, was subscribed 7 percent on the first stock . day of bidding on Tuesday. The IPO, to raise about Rs 1,641 crore, received bids for 27,85,574 shares against the total issue size of 4,13,26,672 shares, as per the data available with the NSE. 

Bank of Baroda posted a 321.6 percent year-on-year (YoY) increase in its December quarter net profit at Rs 471.21 crore on strong growth in interest income and improved asset quality.Net interest income (difference between interest earned and expended) increased to Rs 4,744 crore in Q3. Adjusting for IT refund of Rs 326 crore inDecember 2017, NII increased by 16.62 percent YoY. The domestic core fee income increased by 16.11 percent YoY to Rs 771 crore.

British lawmakers voted 327 to 296 on Tuesday against a proposal which called for parliament to consider alternative options to prevent Britain leaving the European Union without a deal.

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,000

62.8

6,80,443

8,41,880

BANKNIFTY

CE

26,900

98

4,35,779

NIFTY

CE

10,700 55.55

4,04,098

YESBANK

CE

220

0.75

YESBANK

CE

210

2.7

RELIANCE

CE

1,240

3.05

RELIANCE

CE

1,220

9

YESBANK

CE

230

0.4

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST LTP

19,883

Granules India Q3: Profit jumps 72.3 percent to Rs 60 3,25,240 crore versus Rs 35 crore; revenue surges 53.8 percent to 28,46,175 Rs 631.8 crore versus Rs 410.7 crore YoY. 64,52,250

NIFTY FUTURE NIFTY -On daily & weekly chart we have 72,01,250 identify that Head & Shoulder pattern is forming at the top . Head & shoulder & for a short term forming 13,579 14,24,500 Raising wedge pattern in technical term bearish reversal 11,690 10,52,000 pattern .Nifty struggling from many weeks to breach the 11,072 43,69,750 resistense level of 11000.Closing of nifty in this week below 200 EMA & 100 EMA & RSI also showing 5,823 2,83,500 downwards movement . Our Recommendation is to sell 10600 nifty for targets 10570/10500 Sl 10700 .Upcoming Traded Open Volume Interest week is so important for the market because Govermnent is going to present Interium Budget on (Contracts) FEB,1 5,37,013 7,69,400 16,778

Symbol

Optio Strike n Price Type

BANKNIFTY

PE

26,500

BANKNIFTY

PE

26,400 56.45

4,59,462

3,17,540

BANKNIFTY

PE

26,300

40.9

3,82,252

1,70,400

RELIANCE

PE

1,200

3.75

18,546

13,80,000

RELIANCE

PE

1,220

11.1

11,519

5,57,500

YESBANK

PE

200

2.4

11,369

29,40,000

RELIANCE

PE

1,180

1.4

9,507

8,65,000

BAJFINANCE

PE

2,400

11

7,789

3,02,500

74

Godrej Consumer Q3: Profit slips 1.5 percent to Rs 424 crore versus Rs 430 crore; revenue increases 3.5 percent to Rs 2,721.9 crore versus Rs 2,630.3 crore YoY.

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

101953

7107.90

89160

6690.58

477271

37160.13

417.318

INDEX OPTIONS

1767834

110906.34

1781295

111633.96

1007052

73940.77

-727.6212

STOCK FUTURES

538912

30689.69

543871

31149.81

1497188

88025.27

-460.1203

STOCK OPTIONS

152034

8965.00

155160

9133.03

201726

11434.70

-168.0263 -938.4498

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10748

10700

10642

10593

10535

BANKNIFTY

26888

26730

26586

26428

26284

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 32600 TGT 32650/32750 SL BELOW 32500 SELL GOLD BELOW 32500 TGT 32450/32400 SL ABOVE 32650

SILVER TRADING STRATEGY: BUY SILVER ABOVE 40100 TGT 40150/4250 SL BELOW 39950 SELL SILVER BELOW 39950 TGT 39900/39800 SL ABOVE 40100

COMMODITY ROUNDUP Gold prices surged by Rs 350 to Rs 33,650 per 10 gram on Monday as buying by local jewellers gathered steam to meet wedding season demand, according to All India Sarafa Association.Silver too shone by gaining Rs 850 to Rs 40,900 per kg on increased offtake by industrial units and coin makers. As per bullion traders, gold firmed up on increased buying by jewellers to meet the ongoing wedding season demand.Besides, gold prices crossing USD 1,300 an ounce overseas influenced the sentiment in the domestic market, they said. Bullion market was closed on Saturday on account of Republic Day.Globally, gold rose to USD 1,301.82 an ounce and silver traded higher at USD 15.77 an ounce in New York.In the national capital, gold of 99.9 per cent and 99.5 per cent purities climbed Rs 350 each to Rs 33,650 and Rs 33,500 per 10 gram, respectively. Sovereign gold advanced by Rs 200 to Rs 25,700 per piece of eight gram.Silver ready rose by Rs 850 to Rs 40,900 per kg and weekly-based delivery by Rs 954 to Rs 39,990 per kg. Silver coins, too, were in good demand and traded higher by Rs 1,000 at Rs 78,000 for buying and Rs 79,000 for selling of 100 pieces, respectively. Oil prices fell 1 percent on Monday after U.S. companies added rigs for the first time this year, a signal that crude output may rise further, and as China, the world's secondlargest oil user, reported additional signs of an economic slowdown.International Brent crude oil futures LCOc1 were at $60.74 a barrel at 0804 GMT, down 90 cents, or 1.46 percent.U.S. crude oil futures CLc1 were at $52.84 per barrel, down 85 cents, or 1.58 percent, from their last settlement.High U.S. crude oil production C-OUT-T-EIA , which rose to a record 11.9 million barrels per day (bpd) late last year, has been weighing on oil markets, traders said.In a sign output could rise further, U.S. energy firms last week raised the number of rigs looking for new oil for the first time in 2019 to 862, an addition of 10 rigs, Baker Hughes energy services firm said in its weekly report on Friday. oil supply, a key question for this year will be the magnitude of demand growth.Oil consumption has been increasing steadily, and it will likely average above 100 million bpd for the first time ever in 2019, driven largely by a boom in China.A global economic slowdown, however, amid a trade dispute between Washington and Beijing is weighing on fuel demand-growth expectations.

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM FEB ABOVE 8650 TARGET 8665/8685/8710 SL 8490 SELL GUARGUM FEB BELOW 8600 TARGET 8585/8560/8540 SL 8660

NCDEX INDICES Index

Value

% Change

Barley

1941

-1.27

Castor Seed

5348

1.44

Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT

4198 6167 1930 4348

-1.85 -2.74 -1.43 0.24

17490

-0.51

3959 3466 6626

0.61 0.7 0.18

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA APR ABOVE 6680 TARGET 6695/6720/6740 SL 6620 SELL DHANIYA APR BELOW 6620 TARGET 6605/6580/6560 SL 6680

India's rabi crop sowing covered 591.64 lakh hectares till 25th January 2019, down by 30 lakh hectares from 622.12 lakh hectares planted in 2017-18, according to the Agriculture Ministry’s latest data.The worst hit seems to be winter rice, which reported a shortfall of more than 21% in planting, with Andhra Pradesh and Tamil Nadu reporting a huge drop in rice acreage. Tamil Nadu, which accounts for nearly half the rice cultivation in the rabi season, reported a nearly 27% shortfall in sowing.Wheat cultivation, on the other hand, is restricted to 296.37 lakh hectares, which is 2.5% lower than the 304.88 lakh hectares reported in the corresponding week in the previous rabi season. The shortfall was mainly from Maharashtra and Gujarat, which are suffering a drought currently.The acreage under pulses dropped to 151.6 lakh hectares, a little over 6% lower than in the same period in 2017-18. The drop is mainly due to less sowing of gram - the main rabi pulse crop - in Maharashtra, Karnataka and Gujarat. Though there was a slight increase in pulses acreage in Madhya Pradesh, Jharkhand, West Bengal and Tamil Nadu, it wasn’t enough to pull up the numbers. Two pulse varieties that have reported higher sowing this year were green peas and kulthi, which are substantially higher than in the same period last year. Another group of crops hit by drought conditions is coarse cereals. The subdued sowing in Maharashtra and Karnataka has led to a 14% fall in acreage, which is 47 lakh hectares as compared to 54.63 lakh hectares in the corresponding period in the previous year. A good showing by the mustard crop, mainly in Rajasthan, has somehow helped oilseeds come up close to the levels last year. The total area covered under oilseeds so far is around 79 lakh hectares, as per the official data.

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

71.1175 Yen

65.0125

Euro

81.2450 GBP

93.69

USD/INR TRADING STRATEGY: USD/INR BUY USDINR FUTURE ABOVE 71.20 TARGET 71.30 71.4 SL 71 SELL USDINR FUTURE BELOW 69.95 TARGET 69.85 69.75 SL 71.15

GBP/INR TRADING STRATEGY: BUY GBPINR FUTURE ABOVE 93.75 TARGET 93.85 93.95 SL 93.55 SELL GBPINR FUTURE BELOW 93.55 TARGET 93.45 93.35 SL 93.75

The euro fell on Thursday ahead of a European Central Bank meeting in which policymakers may express caution about slowing economic growth.The ECB is expected to reaffirm its plan to raise interest rates by the end of the year but traders will focus on how explicitly, if at all, the central bank acknowledges the slow-downThe euro has lost around 1.6 percent of its value over the last two weeks as investors bet the ECB will keep monetary policy accommodative for an extended period.If recent weakerthan-expected economic activity in Germany and France leads ECB President Mario Draghi to point to a potentially longer lasting slowdown, that could hurt the euro."We see a risk of modest dovish bias from Draghi today given the long stream of the soft euro zone data and look for the euro to test $1.1310," said ING FX strategist Petr Krpata.At 0830 the euro was down 0.2 percent at $1.1355 EUR=EBS .Germany, France and Italy, the euro zone's biggest economies, barely grew in the fourth quarter and French business activity fell unexpectedly this month, a survey showed on Thursday. ECB holds its first meeting of the year at a time when concerns are also growing about global trade tensions and Brexit.Sterling traded marginally lower at $1.3043, hovering near highs last seen in mid-November in a sign traders expect Britain to avoid a chaotic exit from the European Union.Some analysts expect limited upside for sterling. Philip Wee, currency strategist at DBS says that most of the gains in the pound are due to the unwinding of short positions. He sees sterling capped in the range of $1.3170-1.3240 The U.S. dollar pushed higher against a basket of its rivals on Thursday but gains were held in check amid concerns over global growth, the U.S. government shutdown and the ongoing U.S.-China trade war."Trade tensions are the most dominant factor for investor sentiment right now and will drive market flows," said Nick Twidale, chief operating officer at Rakuten Securities.Twidale added that investor risk appetite will only improve once concerns over the partial U.S. government shutdown and trade tensions fade.

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

Date

Commodity/ Currency Pairs

29/1/19

NCDEX DHANIYA

APR

BUY

6680

29/1/19

NCDEX DHANIYA

APR

Sell

29/1/19

NCDEX GUARGUM5

FEB

29/1/19

NCDEX GUARGUM5

29/1/19

Contract Strategy

Entry Level

Stop Loss

Remark

6695/6720/67 40

6620

SL HIT

6620

6605/6580/65 60

66680

TARGET

BUY

8650

8665/8685/87 10

8610

TARGET

FEB

SELL

8600

8585/8560/85 40

8540

NOT EXECUTED

MCX GOLD

FEB

BUY

32200

32250/32300

32100

NOT EXECUTED

29/1/19

MCX GOLD

FEB

SELL

32000

31950/31900

32100

NOT EXECUTED

29/1/19

MCX SILVER

MAR

BUY

39200

39250/39300

39050

NOT EXECUTED

29/1/19

MCX SILVER

MAR

SELL

39000

38900/38800

39200

TARGET HIT

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

29/1/19

NIFTY

FUTURE

SELL

10600

10570/10500

10800

TARGET HIT

29/1/19

TITAN

FUTURE

BUY

970

1000/1030

940

OPEN

29/1/19

MCDOWNLL-N

FUTURE

SELL

540

530

550

NOT EXECUTED

29/1/19

REPOHOME

CASH

SELL

405

400/395

415

TARGET HIT

_____________________________________________________________________________________________________________________


Special Report

30–JAN-2019

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

REPORT

PERIOD ACTUAL

FORECAST

PREVIOUS

Dec.

--

0.22

THE GOVERNMENT SHUTDOWN COULD DELAY THE RELEASE OF SOME DATA THIS WEEK MONDAY, JAN. 28

8:30 am

Chicago Fed national activity index

TUESDAY, JAN. 29

8:30 am

Advance trade in goods*

Dec.

--

N/A

9 am

Case-Shiller house prices

Nov.

--

5.5%

10 am

Consumer confidence index

Jan.

124.0

128.1

10 am

Homeownership rate

--

64.4%

WEDNESDAY, JAN. 30

8:15 am

ADP employment

Jan.

--

271,000

8:30 am

Gross domestic product*

Q4

2.6%

3.4%

10 am

Pending home sales

Dec.

--

-0.7%

2 pm

FOMC announcement

2.25-2.5%

2.25-2.5%

2:30 pm

Jerome Powell press conference

THURSDAY, JAN. 31

8:30 am

Weekly jobless claims

1/1926

214,000

199,000

8:30 am

Employment cost index

Q4

0.8%

0.8%

8:30 am

Personal income*

Dec.

0.5%

0.2%

8:30 am

Consumer spending*

Dec.

0.3%

0.4%

8:30 am

Core inflation*

Dec.

0.2%

0.1%

9:45 am

Chicago PMI

Jan.

--

65.4

Jan.

177,000

312,000

FRIDAY, FEB. 1

8:30 am

Nonfarm payrolls

9:45 amam MarkitUnemployment manufacturing index 8:30 rate flash

Nov.

Jan.

--

55.7 3.9%

3.9%

9:45 amam MarkitAverage services hourly index flash 8:30 earnings

Nov.

Jan.

--

54.8 0.2%

0.4%

9:45 am

Markit manufacturing PMI

Jan.

--

54.9

10 am

ISM manufacturing index

Jan.

54.3%

54.1%

10 am

Construction spending*

Dec.

--

N/A

10 am

Consumer sentiment index

Jan.

90.8

90.7

Varies

Motor vehicle sales

Jan.

17.2 mln

17.5 mln

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.

_____________________________________________________________________________________________________________________


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.