Special report-30-nov-2018-epic-research

Page 1

Special Report

30-Nov-2018

Global markets at a glance

World Indices

Wall Street closed slightly lower on Thursday as tech and financial shares slumped, erasing earlier gains stemming from Federal Reserve minutes showing the central bank opened the debate on when to pause further interest rate hikes. All three major US indexes ended the session down a fraction of a percent.The Dow Jones Industrial Average fell 27.59 points, or 0.11 percent, to 25,338.84, the S&P 500 lost 5.99 points, or 0.22 percent, to 2,737.8 and the Nasdaq Composite dropped 18.51 points, or 0.25 percent, to 7,273.08.

Index

Value

% Change

DJI

25387

-0.02

S&P500

2737

-0.22

NASDAQ

7273

-0.25

FTSE100

7038

+0.49

22262.60 26451

+0.38 -0.88

Share markets ticked slightly lower in early Asian trade on Friday as investors await a closely watched meeting between the Chinese and US presidents in Argentina this weekend for signs of a trade war detente. MSCI's broadest index of Asia-Pacific shares outside Japan was down 0.1 percent. In Japan, the Nikkei was up 0.2 percent. PREVIOUS DAY ROUNDOFF A stronger rupee, falling crude oil prices along with a dovish commentary from the US central bank chief boosted markets across the globe, including India. Back home, the Nifty surged past 10,800 on a day when F&O contracts for November series expire. The Sensex, meanwhile, hit 36,000 during the day’s trade, rising over 530 points. Both indices ended the session on a strong note, with the Nifty retaining XX mark on expiry. At the close of market hours, the Sensex closed up 453.46 points or 1.27% at 36170.41, and the Nifty up 129.80 points or 1.21% at 10858.70. The market breadth was narrow as 1300 shares advanced, against a decline of 1292 shares, while 145 shares were unchanged. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+1.17pts], Consumption[+1.31pts],PSE[-0.27pts],CPSE[0 .8 4 pt s ], E ne r gy [+ 0 .7 2 p ts ] , FM CG [ +1 .4 0 p ts ], A u to [+1.16pts],Pharma[+0.84pts],IT[ -1.15pts],Metal [+1.92pts],Realty[+1.20 pts], Fin Serv sector[+1.83pts].

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Bajaj Auto

2,724.00

120.1

4.61

Kotak Mahindra

1,212.95

52.7

4.54

224.5

8.45

3.91

2,506.50

93.95

3.89

773.2

24.8

3.31

CMP

Change

% Chg

1,013.45 180.5 140.6 687.5 1,960.55

-29.65 -3.8 -2.2 -10 -23.35

-2.84 -2.06 -1.54 -1.43 -1.18

Hindalco Bajaj Finance M&M

Top Losers Company

HCL Tech Power Grid Corp ONGC Tech Mahindra TCS

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

33.1

1.65

4.98

FILATEX

57

1.05

1.84

ICICILIQ

999.99

0

0

1000.01

0

0

1869.4

50.6

2.71

Prev. Close

Change

%Chg

ABGSHIP

2.5

0.05

2

ADHUNIK

2.6

0.1

3.85

39.05 2.5 4

-1.95 0 -0.2

-4.99 0 -5

ELECTROSL

LIQUIDETF VINDHYATEL

Stocks at 52 Week’s LOW Symbol

AIFL ALCHEM AMTEKAUTO

Indian Indices Company

CMP

Change

% Chg

NIFTY

10858.60

129.85

+1.21

SENSEX

36170.41

453.46

+1.27

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Special Report

30-Nov-2018

RECOMMENDATIONS [FUTURE] 1. CEAT (FUTURE ) On daily chart we have seen that stock close above its pivot support level . Fresh Buying 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 Buy the stock in the range of 1255 –1257 target 1265/1270 Sl 1245

STOCK RECOMMENDATION [CASH] MIND TREE [CASH] On daily chart we have seen that stock close above its pivot support level . Fresh Buying 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 Buy the stock in the range of 855-857 target 862/867 Sl 849

MACRO NEWS 2. REC LTD [FUTURE]

Revised and simpler tax return forms as well as lower refunds will likely boost revenue collection from Goods and Services Tax (GST), which the government expects to touch to Rs 1.5 lakh crore every month from the next financial year (2019-20).“GST collections should be around Rs 1.5 lakh crore per month from next year. New return form will also help in tax evasion,” a senior government official told .

US stocks closed lower in a shortened post-holiday trading session on Friday as the energy sector tumbled on continued weakness in oil prices, and the benchmark S&P 500 confirmed its second correction of 2018.The three major US indexes all fell well over 3 percent for the week, with the Dow industrials and the Nasdaq posting their biggest weekly percentage declines since March.

Country's third largest software company HCL Technologies and NBFC major Bajaj Finance will be included in the 30-share BSE Sensex effective December 24, 2018.Wipro and Adani Ports will be excluded from the index on the same day.

On daily chart we have seen that stock is forming Bearish candle. In last two trading session a bearish candle form with strong volume . After analysis of derivative data its indicate that traders view is to sell the stock . Our recommendation is to sell stock future from 105 Target 104.5/103 Sl 107 .

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Special Report

30-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION

Jet Airways - clarified that on news of Jet Airways shares surge on report of Naresh Goyal's exit is speculative in nature

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,000

0.05 22,62,357

18,96,060

BANKNIFTY

CE

26,900

23 21,93,651

BANKNIFTY

CE

26,800

101 17,90,442

YESBANK

CE

160

0.5

52,057

YESBANK

CE

170

0.05

36,130

YESBANK

CE

165

0.05

33,739

Bharat Financial Inclusion: Company assigned a pool of 1,98,620 receivables of an aggregate value of Rs 827.76 crore to 79,620 one of the largest private sector banks on a direct assignment basis. This is the third direct assignment 20,84,250 transaction in FY19. 38,44,750 33,81,000 NIFTY FUTURE

RELIANCE

CE

1,180

0.05

27,271

14,86,500

YESBANK

CE

155

5.05

18,388

Nifty 50 on Tuesday Strong Buying pressure in market 4,35,750 from lower level . Nifty broke the resistance level 10750 but & sustain . Fresh buying seen fron lower level .Our MARUTIACTIVE PUT CE OPTION 9,000 111.5 5,823 2,83,500 MOST recommendation is to Buy the nifty future in range of Symbol Optio Strike LTP Traded Open 10800 Target 10820 /10850 SL 10750 .Buy on dips n Price Volume Interest strategy use by traders. Type

(Contracts)

BANKNIFTY

PE

26,500

0.05

15,96,938

12,23,780

BANKNIFTY

PE

26,600

0.05

15,30,291

7,32,920

BANKNIFTY

PE

26,700

0.05

13,26,405

7,17,600

YESBANK

PE

150

0.05

36,308

45,92,000

YESBANK

PE

160

0.05

22,941

26,46,000

YESBANK

PE

155

0.05

19,748

31,53,500

YESBANK

PE

145

0.05

14,291

19,16,250

RELIANCE

PE

1,160

0.05

13,775

9,32,000

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

64832

4680.02

70832

4847.81

459747

35146.17

-167.7884

INDEX OPTIONS

1448606

88832.54

1422548

87010.61

1053228

76767.14

1821.932

STOCK FUTURES

439701

24575.05

433045

24099.84

1473795

85741.19

475.2068

STOCK OPTIONS

154804

8739.18

156774

8865.47

176312

10446.71

-126.2875 2003.0629

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10942.03

10900.7

10841.33

10799

10740.63

BANKNIFTY

27266.8

27103.2

26840.2

26676.6

26413.6

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Special Report

30-Nov-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 30580 TGT 30630 30680 SL BELOW 30450 SELL GOLD BELOW 30450 TGT 30420 30360 SL ABOVE 30580

COMMODITY ROUNDUP Gold prices were tepid on Wednesday pressured by a robust dollar after a senior U.S. Federal Reserve official reaffirmed the need for a further increase in interest rates, making bullion more expensive for holders of other currencies. Fed Vice Chair Richard Clarida said on Tuesday the central bank should continue to gradually raise interest rates, but it was "especially important" to monitor economic data as monetary policy was getting close to a neutral stance. strength of the U.S. dollar has been bad for gold, while the Fed is little more bullish about interest rates," said John Sharma, an economist with National Australia Bank (NAB).Prospects of higher U.S. interest rates are negative for dollar-priced gold as they raise the opportunity cost of holding the bullion.

SILVER TRADING STRATEGY: BUY SILVER ABOVE 36250 TGT 36320 36380 SL BELOW 36100 SELL SILVER BELOW 36000 TGT 35950/35870 SL ABOVE 36150

Oil rose further above $60 a barrel on Wednesday, supported by expectations that OPEC and its partners will next week decide to curb supply and helped by a drop in North Sea output. The Organization of the Petroleum Exporting Countries plus Russia and other allies meet on Dec. 6-7. Producers are discussing a supply curb of 1 to 1.4 million barrels per day and possibly more, OPEC delegates have told Reuters. crude LCOc1 , the global benchmark, was up 53 cents at $60.74 a barrel at 0919 GMT and traded as high as $61.27.U.S. crude CLc1 added 41 cents to $51.97. Palm oil futures in Malaysia recovered from a more than three-year low on Wednesday, helped by a weaker ringgit but soft demand and high inventory levels kept a lid on prices.Palm touched its lowest since August 2015 on Tuesday, falling 4.4 percent over three consecutive sessions. The benchmark palm oil contract for February delivery on the Bursa Malaysia Derivatives Exchange rebounded by 2.4 percent to 2,014 ringgit ($479.75) per tonne by closing time on Wednesday.Palm futures are traded in ringgit and any weakness in the currency makes them cheaper for holders of other currencies.The ringgit edged lower for a second day on Wednesday, hitting its lowest in more than a year against the dollar.But the trader said palm was likely to struggle .

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Special Report

30-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 8800 TARGET 8815/8830/8860 SL 8740 SELL GUARGUM ABOVE DEC 8690 TARGET 8675/8660/8640 SL 8750

NCDEX INDICES Index

Barley Castor Seed Chana Coriander Cotton Seed Oilcake Guar Seed 10 MT Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6360 TARGET 6380/6400/6520 SL 6300 SELL DHANIYA DEC ABOVE 6300 TARGET 6280/6275/6260 SL 6360

Value

% Change

1880 5516 4662 6322 1944 4348.5 19375

-2.93 -3.99 -0.04 -0.93 -2.16 -2.36 -3.02

4051 3399 6404

-1.31 -1.5 -0.06

The Agriwatch Agri Commodities Index fell 1.07 per cent to 109.53 during the week ended Nov 24, 2018 from 110.71 the previous week due to a sharp fall in prices of potato and onion. Sugar, pulses and edible oils also declined while cereals and cotton gained. The base for the Index and all sub-Indices is 2014 (= 100). Six of the nine commodity group sub-Indices and 17 of the 29 individual commodity sub-Indices ended lower during the week. Oil prices on Monday clawed back some losses from a nearly 8 per cent plunge the previous session, with Brent jumping back above $60 per barrel, but sentiment remained weak amid a broad sell-off in financial markets in past weeks. Front-month Brent crude oil futures rose $1.31, or 2.2 per cent, to $60.11 per barrel by 0643 GMT. The gains partly made up for Friday's selloff, which traders have already dubbed 'Black Friday'. Reacting to Friday's falls in Brent and WTI, China's Shanghai crude futures on Monday fell by 5 per cent, hitting their daily downside-limit. The downward pressure comes from surging supply and a slowdown in demand growth which is expected to result in an oil supply overhang by next year. Australia-based MoooFarm Monday said it will train two lakh Indian dairy farmers by 2020 to develop their skills in areas like cattle nutrition with a view to increase farmers' income by at least 20 per cent. MoooFarm will train the farmers through UDAY, a skill development firm, which is its partner in India. The firm said it will also launch a hashtag called #TheColorofMilk on the occasion of National Milk Day, asking people to find the purity of milk. "Our master trainers are providing content to farmers for scaling up, which is being delivered through village-level entrepreneurs. Our target states include Uttar Pradesh, Madhya Pradesh, Rajasthan, Andhra Pradesh, Haryana .

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Special Report

30-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

69.84 Yen

61.59

79.3456 GBP

89.0930

Euro USD/INR TRADING STRATEGY: USD/INR

BUY USDINR NOV ABOVE 70.05 TGT 70.15 70.25 SL 69.8 SELL USDINR NOV BELOW 69.9 TGT 69.8 69.75 SL 70.10

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 90 TGT 90.2 90.4 SL 89.8 SELL GBPINR NOV BELOW 88.95 TGT 88.85 88.75 SL 89.20

The dollar was trading at two-week highs against a currency basket on Wednesday as markets awaited fresh signals from the Federal Reserve on interest rates and developments in the U.S.-China trade war remained in focus.The U.S. dollar index, which measures the greenback’s strength against a basket of six major currencies, edged up 0.1% to 97.35 by 04:25 AM GMT (09:25 AM GMT), the most since Nov. 13.Investors were looking ahead to a speech by Fed Chairman Jerome Powell later in the day and the minutes of the U.S. central bank’s November meeting, due to be released on Thursday. Markets are hoping for fresh indications on the future path of interest rate increases. The Fed is widely expected to raise rates for a fourth time this year at its upcoming meeting in December and has indicated that it may raise rates three more time in 2019.But dovish sounding comments by some policymakers in recent weeks have raised the prospect that the Fed may slow the pace of future rate hikes amid concerns over the outlook for the global economy and ongoing global trade tensions.On Tuesday, U.S. President Donald Trump once again criticized Powell, whom he picked last year to lead the bank, and the Fed’s rate hikes, which he said were harming the economy.Also Tuesday, Fed Vice Chair Richard Clarida backed further rate hikes, but said the tightening path would be data dependent.Market watchers were also looking ahead to the upcoming G20 summit in Buenos Aires later this week, where Trump and his Chinese counterpart, Xi Jinping, are scheduled to discuss trade. Investors are hoping that talks could lead to a ceasefire in the trade war.Trump said earlier this week that it was "highly unlikely" he would accept China's request to hold off a planned increase in tariffs due to take effect in January. The Euro US Dollar (EUR/USD) exchange rate dipped today, and is currently trading at $1.1274, after the release of Germany’s Gfk consumer confidence survey showed a decrease for December.

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Special Report

30-Nov-2018

Date

Commodity/ Currency Pairs

29/11/18

NCDEX DHANIYA

DEC

BUY

6380

29/11/18

NCDEX DHANIYA

DEC

Sell

29/11/18

NCDEX GUARGUM5

DEC

29/11/18

NCDEX GUARGUM5

29/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6400/6420/64 60

6320

TARGET HIT

6260

6245/6230/62 15

6200

OPEN

BUY

8860

8875/8890/89 10

8800

NOT EXECUTED

DEC

SELL

8800

8780/8760/87 40

8860

TARGET HIT

MCX GOLD

DEC

BUY

30580

30630/30680

30450

NOT EXECUTED

29/11/18

MCX GOLD

DEC

SELL

30450

30420/30360

30580

NOT EXECUTED

29/11/18

MCX SILVER

DEC

BUY

36250

36320/36380

36100

NOT EXECUTED

29/11/18

MCX SILVER

DEC

SELL

36000

35950/35870

36150

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

29/11/18

NIFTY

FUTURE

BUY

10750

10820/10850

10700

NOT EXECUTED

29/11/18

MIND TREE

FUTURE

BUY

855-857

862/867

849

SL HIT

29/11/18

BHARAT FIN

FUTURE

BUY

1003

1010/1015

993

TARGET HIT

29/11/18

MIND TREE

CASH

BUY

855-857

862/867

849

SL HIT

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Special Report

30-Nov-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIO US

MONDAY, NOV. 26 8:30 am

Chicago Fed national activity index

Oct.

0.17

TUESDAY, NOV. 27 9 am

Case-Shiller house prices

Sept.

10 am

Consumer confidence index

Nov.

137.9

WEDNESDAY, NOV. 28 8:30 am

GDP

Q3

3.5%

8:30 am

Advance trade in goods

Oct.

$76.0bl n

10 am

New home sales

Oct.

553,000

THURSDAY, NOV. 29 8:30 am

Weekly jobless claims

11/24

8:30 am

Personal income

Oct.

0.2%

8:30 am

Consumer spending

Oct.

0.4%

8:30 9:45am am 9:45 am

10 am 2 pm

Core manufacturing inflation index flash Markit

Nov.

Markit services index flash

Nov.

Pending home sales

Oct. Oct.

--

55.7

--

54.8

0.1% 0.5%

FOMC minutes

FRIDAY, NOV. 30 9:45 am

Chicago PMI

Nov.

58.4

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