Special-Report-FOR- 27-NOV-2018-Epic Research

Page 1

Special Report

27-Nov-2018

Global markets at a glance

World Indices

Wall Street bounced back on Monday as bargain hunters returned in force after last week’s sell-off and expectations of a flurry of holiday cyber-spending drove up shares of retailers. All three indexes posted their biggest percentage gains in nearly three weeks.The Dow Jones Industrial Average rose 354.29 points, or 1.46 percent, to 24,640.24, the S&P 500 gained 40.89 points, or 1.55 percent, to 2,673.45 and the Nasdaq Composite added 142.87 points, or 2.06 percent, to 7,081.85.

Index

Value

% Change

DJI

24568

+0.27

S&P500

2673.45

+1.55

NASDAQ

7081.85

+2.02

FTSE100

7036

+1.18

21812 26376.18

+0.76 +1.7

NIKKEI HANG SENG

Top Gainers Company

Asian shares battled to extend a global rebound on Tuesday after US President Donald Trump seemed to quash hopes of a trade truce with China, dampening risk appetite across the region.Japan's Nikkei managed to edge up 0.4 percent, but MSCI's broadest index of Asia-Pacific shares outside Japan was all but flat. E-Mini futures for S&P 500 eased back 0.35 percent, after rising sharply overnight. Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 59.5 points or 0.56 percent. Nifty futures were trading around 10,587-level on the Singaporean Exchange PREVIOUS DAY ROUNDOFF Markets witnessed a volatile trading session, with the Nifty posting a smart recovery in the second half of the session and managing to close near the high point of the day. The Nifty ended the day 101 points higher at 10,628 led by broad-based buying, especially in FMCG stocks which was the best performing sectoral index ending the day 2.36% higher.However, the star performer in today's trade was Bank Nifty, which ended the session 366 points higher at 26,365 driven by strong gains in HDFC Bank, Axis Bank, and Indusind Bank. Yes Bank, too, witnessed a strong recovery closing at 191.5 levels after hitting an intraday low of 182.2. Tracking the derivative data points, Nifty and Bank Nifty Futures witnessed a surge in open interest to the tune of 4.78% and 21.48%, respectively, mainly fresh long . Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-0.59pts], Consumption[+1.90pts],PSE[-0.52pts],CPSE[1.28pts],Energy[+0.18pts],FMCG[2.36pts],Auto [+1.06pts],Pharma[—1.31pts],IT[+1.37pts],Metal[— 1.32pts],Realty[-+0.35 pts], Fin Serv sector[+1.18pts].

CMP

Change

% Chg

Hero Motocorp

3,076.00

158.25

5.42

HUL

1,744.00

68.9

4.11

Wipro

318.45

11.35

3.7

Axis Bank

631.05

16.5

2.68

1,349.50

35.1

2.67

CMP

Change

% Chg

187.9 146.6 510.75 250.75 2,558.60

-7.65 -5.65 -15.2 -5.9 -50.1

-3.91 -3.71 -2.89 -2.3 -1.92

Asian Paints

Top Losers Company

Yes Bank ONGC Sun Pharma Coal India Dr Reddys Labs

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

10628.60

101.85

+0.97

SENSEX

35354.08

373.06

+1.07

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Special Report

27-Nov-2018

RECOMMENDATIONS [FUTURE] 1. HEROMOTO 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 3120 target 3150/3170 Sl 3075

STOCK RECOMMENDATION [CASH] GODREJ CP [CASH] On daily chart we have seen that stock is forming Bullish candle. In last trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to Buy the stock . Our recommendation is to Buy stock future from 733-735 Target 742/747/755 Sl 725 .

MACRO NEWS 2. Godrej CP [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 Bullish candle. In last trading session a large bullish candle form with strong volume . After analysis of derivative data its indicate that traders view is to Buy the stock . Our recommendation is to Buy stock future from 733-735 Target 742/747/755 Sl 725 .

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Special Report

27-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION

Sun Pharmaceutical Industries: Company to acquire Pola Pharma in Japan by way of cash consideration of 100 million Japanese Yen (approximately $1 million). .

Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

Open Interest

BANKNIFTY

CE

26,500

94.5

5,92,029

8,34,700

BANKNIFTY

CE

26,300

192

4,85,256

BANKNIFTY

CE

26,400

139

4,31,242

RELIANCE

CE

1,120

7.2

16,073

MARUTI

CE

7,500

104

11,758

1,32,975 NIFTY FUTURE

MARUTI

CE

7,600

55.9

10,158

1,16,550

RELIANCE

CE

1,140

2.65

9,845

21,74,000

YESBANK

CE

200

Volume (Contracts)

Interest

MARUTIACTIVE PUT CE OPTION 9,000 MOST Symbol

Optio Strike n Price Type

Yes Bank: Promoter companies prepaid Rs 200 crore to 3,91,300 Reliance MF and Rs 200 crore to Franklin Templeton 3,25,280 CNBC-TV18 Sources. Outstanding loans of bank promoters reduced to Rs 1,400 crore. 16,42,500

Nifty 50 on Tuesday Strong Buying pressure in market from lower level . Nifty broke the support level 10500 2.85 9,011 61,02,250 but can not sustain . Fresh buying seen fron lower level .Our recommendation is to Buy the nifty future in 111.5 5,823 2,83,500 range of 10600-10620 Target 10670/10700 SL LTP Traded Open 10550..Buy on dips strategy use by traders.

BANKNIFTY

PE

26,000

41.3

5,59,142

11,47,300

NIFTY

PE

10,500

18.8

3,94,224

43,04,175

BANKNIFTY

PE

25,800

22.9

3,89,967

4,75,600

YESBANK

PE

180

1.9

11,932

63,94,500

RELIANCE

PE

1,100

6.1

10,994

10,00,000

RELIANCE

PE

1,080

2.3

8,781

8,02,500

TCS

PE

1,800

5.75

5,659

3,06,500

MARUTI

PE

7,400 28.15

5,508

90,525

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

10733.4

10681

10585.4

10533

10437.4

BANKNIFTY

26633.93

26499.76

26262.43

26128.26

25890.93

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Special Report

27-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 rose on Monday as fears of a slowdown in global economic growth and uncertainty surrounding the U.S. interest rate trajectory bolstered the metal's appeal ahead of a G20 meeting, with the focus on U.S.-China trade tensions. "People are moving some capital into gold at this time, given the uncertainties around the pace of rate hikes by the U.S. Federal Reserve, the U.S.-China trade war," said Brian Lan, managing director at Singapore dealer GoldSilver Central.U.S. President Donald Trump and Chinese President Xi Jinping are expected to meet on the sidelines of a G20 summit in Argentina at the end of this week. Officials from some G20 countries, anxious to see a swift end to the Sino-U.S. trade war, are hopeful but not confident that the meeting may yield at least a partial ceasefire. growing unease regarding the G20 summit and the possibility of a deal has seen gold prices hold up relatively well," analysts at ANZ said in a note.

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

However, analaysts said gold's direction in the near term will largely be dictated by the dollar's movement, which has significanly dented bullion's appeal as a safe haven during political and economic uncertainty.Gold declined over 10 percent from a peak in April while the dollar gained as the trade tussle unfolded against a backdrop of higher U.S. interest rates. Nagpur Soybean, Soyoil, Soymeal Open-November 26, 2018 Nagpur, Nov 26 (Reuters) – Soyabean oil & Coconut KP oil in edible section and castor oil in non-edible section, declined in Vidarbha region of Western Maharashtra today on persistent selling by stockists amid good supply from producing regions and weak trends in Madhya Pradesh oils. Sentiment turned bearish because of downward trend on NCDEX in soyabean oil. Trading activity in other edible reported weak as no trader was in mood for any commitment because of fresh fall in Maraysian palm oil prices, according to sources. China sent 102,100 tonnes of alumina to Iceland in October, according to data released by the General Administration of Customs on Monday.Other major alumina export destinations last month included Malaysia on 88,784 tonnes and the United Arab Emirates on 86,951 tonnes.

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Special Report

27-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 8780 TARGET 8795/8815/8830 SL 8710 SELL GUARGUM ABOVE DEC 8680 TARGET 8675/8650/8630 SL 8740

NCDEX INDICES Index

Value

% Change

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

1862.5 5642 4619 6239 1954.5 4461

1.13 -2.73 0.95 -0.63 -2.74 -3.99

Jeera

19405

-0.18

4095 3423 6482

-1.25 -1.78 -1.11

Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6240 TARGET 6260/6280/6300 SL 6170 SELL DHANIYA DEC ABOVE 6150 TARGET 6130/6100/6090 SL 6230

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

27-Nov-2018

RBI Reference Rate Currency Rupee- $ Euro

Rate Currency

Rate

71.2775 Yen

62.2950

80.59 GBP

91.09

USD/INR TRADING STRATEGY: USD/INR BUY USDINR NOV ABOVE 71.35 TGT 71.45 71.55 SL 71.15 SELL USDINR NOV BELOW 71.15 TGT 71.05 70.9 SL 71.35

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 9 1.20 TGT 91.30 91.40 SL 91 SELL GBPINR NOV BELOW 91 TGT 90.9 90.75 SL 91.25

The Indian rupee opened 32 paise higher to trade at 71.14 per US dollar. The Indian currency had ended the previous session at 71.46 per US dollar.Increased selling of the greenback by exporters amid softening crude oil prices, and persistent foreign fund inflows pushed the Indian currency higher on Tuesday. However, Economy Minister Giovanni Tria said that the growth forecast contained in the budget is the result of technical evaluations and ‘non - negotiable,’ suggesting that the country is ready to f ace the EU Commission's sanctions creating more rifts between the two parties. GDP data from Germany came in at - 0.2 percent against market expectations of - 0.1 percent. Direct tax collection has already crossed Rs 5 lakh crore and will exceed the budgeted target of Rs 11.5 crore set for the current fiscal, CBDT Chairman Sushil Chandra said Wednesday. He further said that so far the I-T department has issued refunds to 2.15 crore assessees amounting to Rs 1.15 lakh crore and from now onwards the net collections will increase .We have already crossed the Rs 5 lakh crore figure that is 44 per cent of the net direct tax collection target. This is despite the fact there is a surge in refund," Chandra said. Speaking to reporters after inaugurating the pavillion of the Central Board of Direct Taxes (CBDT) at the India International Trade Fair (IITF), Chandra said the number of people voluntarily filing tax returns has gone up substantially, and 6.85 crore income tax returns . EURUSD appreciated by 1.1 percent last week while EURINR appreciated by 0.36 percent during the same time frame. GDP data from Germany came in at - 0.2 percent against market expectations of - 0.1 percent. Meanwhile, EU commission had asked Italy to revise their budget plans. However, Economy Minister Giovanni Tria said that the growth forecast contained in the budget is the result of technical evaluations and ‘non - negotiable,’ suggesting that the country is ready to face the EU Commission's sanctions creating more rifts. .

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Special Report

27-Nov-2018

Date

Commodity/ Currency Pairs

26/11/18

NCDEX DHANIYA

DEC

BUY

6280

26/11/18

NCDEX DHANIYA

DEC

Sell

26/11/18

NCDEX GUARGUM5

DEC

26/11/18

NCDEX GUARGUM5

26/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6310/6350/63 80

6200

TARGET HIT

6190

6175/6150/61 30

6270

TARGET HIT

BUY

9200

9215/9235/92 50

9140

NOT EXECUTED

DEC

SELL

9130

9115/9100/90 70

9200

NOT EXECUTED

MCX GOLD

DEC

BUY

30580

30630/30680

30450

TARGET HIT

26/11/18

MCX GOLD

DEC

SELL

30450

30420/30360

30580

SL HIT

26/11/18

MCX SILVER

DEC

BUY

36250

36320/36380

36100

TARGET HIT

26/11/18

MCX SILVER

DEC

SELL

36000

35950/35870

36150

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

26/11/18

NIFTY

FUTURE

BUY

10600/10620

10650/10680/ 10700

10540

SL HIT

26/11/18

Amarraja Battery

FUTURE

SELL

710

700/690

720

TARGET HIT

26/11/18

KPIT

FUTURE

SELL

200

195/190

205

26/11/18

Amarraja Battery

CASH

SELL

710

700/690

720

Sl HIT

TARGET HIT

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Special Report

27-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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