Special report-31-dec-2018-epic-research

Page 1

Special Report

31-Dec-2018

Global markets at a glance

World Indices

The benchmark S&P 500 stock index ended little changed in a choppy trading session on Tuesday as the possibility of a partial US government shutdown raised investor jitters ahead of a highly anticipated meeting of the Federal Reserve. The Dow Industrials and the Nasdaq posted slight gains, however, as shares of Boeing Co and the group of internet-focused momentum stocks known as FAANG rose.

Index

Value

% Change

DJI

23696

+0.37

S&P500

2506

-1.54

NASDAQ

6584

+0.08

FTSE100

6733

+2.27

20014 25504

-0.31 +0.10

The Dow Jones Industrial Average rose 82.66 points, or 0.35 percent, to 23,675.64, the S&P 500 gained 0.22 point, or 0.01 percent, to 2,546.16 and the Nasdaq Composite added 30.18 points, or 0.45 percent, to 6,783.91.Asian share markets played second fiddle to bonds on Wednesday as a spectacular fall in the price of oil fanned speculation the US Federal Reserve might be done with tightening after its policy meeting later in the day. MSCI's broadest index of Asia-Pacific shares outside Japan gained 0.2 percent in hesitant early trade. Japan's Nikkei eased 0.1 percent, while E-Mini futures for the S&P 500 inched up 0.17 percent. PREVIOUS DAY ROUNDOFF Equity benchmarks ended the session on a positive note, but off the high points. The Nifty ended December series below 10,800.Some selling in banks, automobiles, metals and pharmaceuticals weighed on benchmarks, while the Nifty Midcap index ended with gains of over one third of a percent.At the close of market hours, the Sensex was up 157.34 points or 0.44% at 35807.28, while the Nifty was higher by 49.90 points or 0.47% at 10779.80. The market breadth was narrow as 1313 shares advanced, against a decline of 1233 shares, while 181 shares were unchanged. Adani Ports, Reliance Industries, Tech Mahindra and ONGC gained the most, while Airtel, Hero MotoCorp, and Tata Motors lost the most. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+0.85pts], Consumption[+0.75pts],PSE[+0.76pts],CPSE [+1 .11 pts],Ene rgy [+0 .6 pts],FM CG[+0 .55 pts],Auto [ + 0 .4 3 p t s ], P ha rm a [ +1 . 7 1 pt s ] , IT [ +0 .2 2 p t s ],M e t a l [+0.75pts],Realty[+0.26pts], Fin Serv sector[+0.78pts].

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

Titan Company

922.7

35.05

3.95

Sun Pharma

425.2

14.05

3.42

IOC

138.2

4.3

3.21

Zee Entertain

474.45

10.05

2.16

Yes Bank

181.45

3.35

1.88

CMP

Change

% Chg

242.3 263 361.9 2,717.50 1,896.05

-7.9 -3.8 -2.7 -19.5 -12.9

-3.16 -1.42 -0.74 -0.71 -0.68

Top Losers Company

Coal India Bharti Infratel BPCL Bajaj Auto TCS

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

53.8

3.6

6.69

1228.1

25.9

2.11

1860.55

-9.8

-0.53

1000

0

0

425.25

31.75

7.47

Prev. Close

Change

%Chg

2.35

0.05

2.13

3.5

0

0

45.15

1.35

2.99

5.45

0.25

4.59

594.4

3.25

0.55

BANG GMMPFAUDLR HINDUNILVR ICICILIQ IRCON

Stocks at 52 Week’s LOW Symbol

ADHUNIK AMTEKAUTO DAMODARIND EASUNREYRL ENIL Indian Indices Company

NIFTY SENSEX

CMP

Change

% Chg

10859.9

80.10

+0.74

36076

269.4

+0.75

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Special Report

31-Dec-2018

RECOMMENDATIONS [FUTURE]

STOCK RECOMMENDATION [CASH]

1. JUBILANT FOOD (FUTURE )

JUBILANT FOOD

On Daily chart we have seen that stock near its support level, expectation it will broke its 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 1250 target 1260/1270 Sl 1230

On Daily chart we have seen that stock near its support level, expectation it will broke its 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 1250 target 1260/1270 Sl 1230

MACRO NEWS 

India's retail inflation eased to 2.3 percent in November, according to data released by the government on December 12. It stood at 4.88 percent in November last year and was 3.31 percent in October.Led by deflation in food items, softening crude oil prices and relatively stable domestic currency, the central bank kept key policy rates unchanged last week.

The Cabinet on December 17 approved amending the existing laws to provide legal backing for seeding of biometric ID Aadhaar with mobile numbers and bank accounts as an optional KYC after the Supreme Court barred mandatory use of 12-digit unique identifier by private firms, sources said. The Cabinet headed by Prime Minister Narendra Modi approved amendments to the Telegraph Act and the Prevention of Money Laundering Act (PMLA) after the Supreme Court in September imposed restrictions on the use of Aadhaar by private companies.

Zydus Wellness that already has a strong presence in the sugar substitute market, has expanded its portfolio by launching a new variant Sugar Lite, said Tarun Arora, Chief Operating Officer and Director, Zydus Wellness.

2. BEML [FUTURE] On Daily chart we have seen that stock close above its pivot resistense 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 910 target 915/920 Sl 900

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Special Report

31-Dec-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

27,500 71.85

3,61,878

7,42,100

BANKNIFTY

CE

27,300 130.15

3,08,644

BANKNIFTY

CE

27,200 176.95

2,75,200

RELIANCE

CE

1,140

30.7

4,611

RELIANCE

CE

1,160

22.4

4,387

MARUTI

CE

8,000

77

3,212

RELIANCE

CE

1,200 11.15

3,087

YESBANK

CE

200

7.25

2,502

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

Optio Strike n Price Type

BANKNIFTY

PE

27,000

BANKNIFTY

Pfizer: Parent company Pfizer Inc USA and GlaxoSmithKline plc entered into an agreement to create a premier global consumer healthcare company.

TCS: Company launched next-generation private cloud in 4,06,620 Canada. 3,13,560 NIFTY FUTURE In last trading session we have seen the 7,80,000 buying pressure in the market. It form green bullish 5,77,500 candle on daily chart . We expect that upcoming week 1,29,000 from trading prospective is very volatile . Our view on market is bearish ,our recommendation is to sell the nifty 6,38,000 future in the range of 10800 Target 10780/10750/10690 39,14,750 Sl 10700 .Sell on rise strategy follow for trading & positional purpose. 2,83,500

LTP

Traded Volume (Contracts)

Open Interest

101

4,07,042

7,04,580

PE

26,800 48.05

2,06,808

4,89,280

BANKNIFTY

PE

26,900

70

1,89,460

3,35,800

RELIANCE RELIANCE RELIANCE MARUTI RELIANCE

PE

1,100 19.95

2,949

4,11,500

PE

1,120 27.45

2,337

2,75,500

PE

1,080 14.05

1,881

2,64,500

PE

7,200

93

1,366

11,175

PE

1,060

9.5

1,305

3,46,500

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

Amount in Crores

NET AMOUNT

INDEX FUTURES

186636

13921.68

195007

14676.42

443106

34263.28

-754.743

INDEX OPTIONS

2504350

151864.57

2507286

151949.34

904516

67556.53

-84.7702

STOCK FUTURES

561906

32306.16

563425

32578.21

1517487

90480.81

-272.0549

STOCK OPTIONS

121983

7071.84

122239

7080.18

161995

8995.63

-8.3369 -1119.905

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10933

10896

10856

10820

10780

BANKNIFTY

27299

27212

27126

27038

26952

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Special Report

31-Dec-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 31200 TGT 31250/31300 SL BELOW 31100 SELL GOLD BELOW 31000 TGT 30050/30900 SL ABOVE 31100

COMMODITY ROUNDUP Crude prices were lower on Friday, as the Organization of the Petroleum Exporting Countries (OPEC) struggled to come up with an agreement on cutting oil production.West Texas Crude oil futures for January slumped 0.50% to $51.23 a barrel as of 4:54 AM ET (9:54 GMT), after falling nearly 3% on Thursday. Meanwhile Brent crudefutures, the benchmark for oil prices outside the U.S., dipped 0.45% to $59.78.The Thursday session of the OPEC meeting in Vienna ended without any decision on cutting oil supply, as Iran seeks an exemption from any cuts due to U.S. sanctions which have already weighed on its exports. Saudi Arabia’s oil minister Khalid Al Falih said on Friday that he is not confident a deal will be reached.Oil is down 30% since October amid worry over increased supply as global demand slows.Oil output from the world's biggest producers - OPEC, Russia and the United States - has increased by 3.3 million barrels per day (bpd) since the end of 2017, to 56.38 million bpd, meeting almost 60 percent of global consumption.

SILVER TRADING STRATEGY: BUY SILVER ABOVE 37800 TGT 37850/37925 SL BELOW 33600 SELL SILVER BELOW 37300 TGT 37200/37150 SL ABOVE 37400

Pan Pacific Copper (PPC), Japan's top copper smelter, expects the price of the industrial metal to rise toward $7,000 a tonne in 2019, from about $6,168 now, backed by firm global demand and tighter supply, its executive said.PPC, which is also a miner controlled by JXTG Holdings 5020.T , expects global consumption and supply of refined copper to each increase by 2.2 percent in 2019 from this year, Takeshi Suwabe, Pan Pacific's general manager for marketing, told Reuters this week. "With support from physical buyers, copper prices are likely to try $6,400 level in the short term," he said.Three-month copper CMCU3 on the London Metal Exchange has fallen 15 percent this year amid worries that the months-long U.S.Sino trade war may hurt the global economy including China.But Suwabe said global copper sales have been solid despite the trade spat and the price will likely climb toward $7,000 - the level needed for miners to start developing new mines - in the latter part of 2019 to reflect a tighter market Russian energy minister Alexander Novak returned to Vienna on Friday after discussing OPEC with Russian President Vladimir Putin in Moscow. said on Friday Russia would seek an agreement with OPEC and non-OPEC producers and a Russian Energy Ministry source said.

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Special Report

31-Dec-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8390 TARGET 8405/8420/8450 SL 8330 SELL GUARGUM ABOVE JAN 8320 TARGET 8305/8280/8260 SL 8380

NCDEX INDICES Index

Value

% Change

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

1918.5 5142 4529 6340 1867 4308

-0.13 -3.73 -3.97 -3.99 -2.09 -2.81

Jeera

17740

-3.04

3983 3343 6604

-1.88 -0.24 -0.67

Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA JAN ABOVE 6210 TARGET 6225/6240/6270 SL 6160 SELL DHANIYA JAN ABOVE 6170 TARGET 6155/6140/6110 SL 6230

Despite a reduction in Australian production, world wheat supplies for 2018-19 have increased by 800,000 tonnes, according to the latest US Department of Agriculture world supply report.A bumper Canadian crop and additional Russian carry-over stocks have levelled out the gap in grain production as Australian production suffers the effects of drought.Australia’s wheat exports were lowered by one million tonnes to 10.5 million tonnes, as export prices were expected to remain uncompetitive and domestic grain supplies likely to be consumed as feed, the report said.In comparison, Australian wheat exports in 2017-18 reached 14 million tonnes.The report also scaled back total Australian grain production by 500,000 tonnes to 17 million tonnes for 2018-19.Global ending stocks are raised 1.4 million tons to 268.1 million, primarily on increases for the EU and the United States but are 4 percent lower than last year’s record 279.9 million. Centre has threatened action against exporters because the country may miss the export target of 5 million tonnes by a wide margin.Traders have managed to ship only 179,000 tonnes for the October-December quarter while 80,000 tonnes are at various ports awaiting the loading operation. This would mean the maximum possible exports for the quarter would be 260,000 tonnes, against the total 600,000 tonnes the exporters have contracted for, the report said. The domestic inventory has 10 million tonnes of carryover stocks while an additional 31.5 million tonnes of current year's output is expected. A domestic consumption of 25.5 million tonnes is inadequate to reduce the stocks.India is already facing international heat over what other Sugar exporting nations call market-distorting subsidies causing a global price slump.

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Special Report

31-Dec-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.55 Yen

63.76

Euro

80.66 GBP

89.2425

USD/INR TRADING STRATEGY: USD/INR BUY USDINR NOV ABOVE 70.30 TGT 70.42 72.5 SL 70 SELL USDINR NOV BELOW 70.10 TGT 70 69.8 SL 70.4

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 90.6 TGT 90.7 90.8 SL 90.4 SELL GBPINR NOV BELOW 90.4 TGT 90.3 90.2 SL 90.6

The Indian rupee, on Wednesday, opened over 34 paise higher against the US dollar at 70.10 per US dollar. Falling crude oil prices is aiding the rally on Indian currency.The currency further gained strength as it passed 70 per US dollar mark. It touched an intraday low of 69.89 per US dollar.The currency on December 18 rallied by a whopping 112 paise, its best single-day gains in over five years, to settle at 70.44 against the US dollar as softening crude oil prices eased concerns over India's current account deficit expansionBesides, sustained selling of the American currency by exporters and banks as well as the greenback's weakness against its key rivals globally ahead of the US Fed policy decision on December 19 also helped the domestic unit scale further heights. The dollar fell on Wednesday as investors bet that the Federal Reserve would signal plans to slow its pace of interest rate raises at a keenly-watched meeting later in the day.Fed policy makers are widely tipped to raise rates for a fourth time this year but also to express caution about future monetary tightening due to concern about slowing global growth.Expectations of a pause from the Fed amid a U.S.-China trade conflict and global financial market volatility has led some investors to question if the dollar's stellar run will continue into 2019. U.S. President Donald Trump has repeatedly berated the Fed and on Tuesday said in a Tweet it was "incredible" for the central bank to even consider tightening given global economic uncertainties."A hike is still likely, regardless of Trump's displeasure, but there's a very good chance that they will reduce the number of hikes in 2019 to two (from three)," said Kit Juckes, global head of FX strategy at Societe Generale (PA:SOGN).The safe-haven yen and the Swiss franc both strengthened as an overnight plunge in oil prices provided a stark reminder of the dimming prospects for the global economy.The euro was also supported by news that Italy had struck a deal with the European Commission over its contested 2019 budget, signalling an end to weeks of wrangling that had shaken financial markets.

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Special Report

31-Dec-2018

Date

Commodity/ Currency Pairs

28/12/18

NCDEX DHANIYA

JAN

BUY

6210

28/12/18

NCDEX DHANIYA

JAN

Sell

28/12/18

NCDEX GUARGUM5

JAN

28/12/18

NCDEX GUARGUM5

28/12/18

Contract Strategy

Entry Level

Stop Loss

Remark

6225/6240/62 70

6160

TARGET

6170

6155/6140/61 10

6230

TARGET

BUY

8390

8405/8420/8/ 450

8330

NOT EXECUTED

JAN

SELL

8320

8305/8280/82 60

8380

TARGET HIT

MCX GOLD

JAN

BUY

31200

31250/31300

31100

NOT EXECUTED

28/12/18

MCX GOLD

JAN

SELL

31000

30950/30900

31200

NOT EXECUTED

28/12/18

MCX SILVER

MAR

BUY

37800

37850/37925

33600

NOT EXECUTED

28/12/18

MCX SILVER

MAR

SELL

37300

37200/37150

37400

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

28/12/18

NIFTY

FUTURE

SELL

10940

10900/10850/ 10820

11000

TARGET HIT

28/12/18

JUBILANT FOOD

FUTURE

BUY

1250

1260/1270

1230

TARGET HIT

28/12/18

BEML

FUTURE

BUY

910

915/920

900

TARGET HIT

28/12/18

JUBILANT FOOD

CASH

BUY

1250

1260/1270

1230

TARGET HIT

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Special Report

31-Dec-2018

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

REPORT

PERIOD

ACTUAL

MEDIAN FORECAST

PREVIOU

A GOVERNMENT SHUTDOWN COULD DELAY THE RELEASE OF SEVERAL INDICATORS THIS WEEK. MONDAY, DEC. 24

8:30 am

Chicago Fed national activity index

Nov.

0.22

--

0.00

Case-Shiller home prices

Oct.

5.5%

--

5.5%

8:30 am

Weekly jobless claims

12/22

217,000

214,000

10 am

Consumer confidence index

Dec.

133.3

135.7

10 am

New home sales*

Nov.

563,000

544,000

-$76.1 bln

-$77.0bln

TUESDAY, DEC. 25

None scheduled Christmas Day WEDNESDAY, DEC. 26

9 am THURSDAY, DEC. 27

FRIDAY, DEC. 28

9:45 am

Markit manufacturing index flash

9:45 8:30 am am

Markit services index flash

Nov.

--

55.7

Nov. Advance trade in goods*

-Nov.

54.8

9:45 am

Chicago PMI

Dec.

--

66.4

10 am

Pending home sales

Nov.

--

-2.6%

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