Special report-13-dec-2018-epic-research

Page 1

Special Report

13 -Dec-2018

Global markets at a glance

World Indices

US stocks closed up on Wednesday afternoon, though well below their session highs as investors pulled back in the last few minutes of trading despite optimism about USChina trade relations and some reassuring signs in British politics.The Dow Jones Industrial Average rose 157.03 points, or 0.64 percent, to 24,527.27, the S&P 500 gained 14.29 points, or 0.54 percent, to 2,651.07 and the Nasdaq Composite added 66.48 points, or 0.95 percent, to 7,098.31.Asian shares and the pound moved higher on Thursday as investors breathed a sigh of relief after British Prime Minister Theresa May survived a no-confidence vote, and as China appeared to be taking more steps to meet US demands to open its markets.

Index

Value

% Change

DJI

24866

-0.16

S&P500

2695

-0.15

NASDAQ

7188

+0.41

FTSE100

6704

-3.25

21678.68 26063

+0.82 -0.35

MSCI’s broadest index of Asia-Pacific shares outside Japan was up 0.2 percent in early Asian trade after US stocks finished the previous session higher, amid cautious optimism for progress in Chinese-US trade talks.Japan's Nikkei stock index gained 0.8 percent, while Australian shares were up 0.2 percent.Trends on SGX Nifty indicate a positive opening for the broader index in India, a rise of 41.5 points or 0.38 percent. Nifty futures were trading around 10,830-level on the Singaporean Exchange. PREVIOUS DAY ROUNDOFF Bulls took charge right from the word go and consistently traded in the green. But intense buying in the last hour helped the market end on an even stronger note. The Nifty, not only managed to clock 10,700, but also closed above this mark. Buying was visible across all sectors, with maximum gains seen among automobiles, metals, banks, infrastructure and consumption names. In the broader market, the Nifty Midcap index ended 3 percent higher. At the close of market hours, the Sensex closed up 629.06 points or 1.79% at 35779.07, while the Nifty rose 188.40 points or 1.79% at 10737.60. The market breadth was positive as 1,882 shares advanced, against a decline of 645 shares, while 139 shares were unchanged. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[+2.2pts], Consumption[+2.44pts],PSE[+1.7pts],CPSE [+1.94pts],Energy[+1.48pts],FMCG[+1.77pts],Auto [+3.6pts],Pharma[+0.63pts],IT[+1.09pts],Metal [+2.54pts],Realty[+4.36pts], Fin Serv sector[+1.73pts].

NIKKEI HANG SENG

Top Gainers Company

CMP

Change

% Chg

3,258.65

219.85

7.23

734.3

41.4

5.97

UPL

790.05

42.1

5.63

Bharti Airtel

305.55

15.3

5.27

Adani Ports

374.45

18.7

5.26

CMP

Change

% Chg

2,586.35 250.7 219.3 929.95 236.75

-129.8 -2.45 -0.8 -3.2 -3.85

-4.78 -0.97 -0.36 -0.34 -1.6

Hero Motocorp Indiabulls Hsg

Top Losers Company

Dr Reddys Labs Bharti Infratel HPCL Titan Company Coal India

Stocks at 52 Week’s HIGH Symbol

Prev. Close

Change

%Chg

AAVAS

785.9

18.6

2.37

CGCL

127.3

7.45

5.85

ICICILIQ

1000

0

0

LIQUIDETF

1000

0

0

189.25

22.45

11.86

Prev. Close

Change

%Chg

2

0.1

5

21.3

-1.05

-4.93

1.7 1.3 78.15

0.05 0 2.85

2.94 0 3.65

NRBBEARING

Stocks at 52 Week’s LOW Symbol

ABGSHIP AIFL ALCHEM ANGIND ATLASCYCLE

Indian Indices Company

CMP

Change

% Chg

NIFTY

10737

188

1.79

SENSEX

35779

629

1.79

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Special Report

13 -Dec-2018

RECOMMENDATIONS [FUTURE] 1. GAIL (FUTURE ) On Daily chart we have seen that stock near its resistence level, expectation it will broke its 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 347 target 350/352 Sl 344

STOCK RECOMMENDATION [CASH] DCB BANK On Daily chart we have seen that stock near its support level, expectation it will broke its suppoet level. . Fresh selling we have seen in last trading session . After analysis of derivative data its indicate that traders view is to sell the stock . Our recommendation is also sell the stock in the range of 334 target 330/328 Sl 338

MACRO NEWS 

US stocks closed up on Wednesday afternoon, though well below their session highs as investors pulled back in the last few minutes of trading despite optimism about US-China trade relations and some reassuring signs in British politics.The Dow Jones Industrial Average rose 157.03 points, or 0.64 percent, to 24,527.27, the S&P 500 gained 14.29 points, or 0.54 percent, to 2,651.07 and the Nasdaq Composite added 66.48 points, or 0.95 percent, to 7,098.31.Asian shares and the pound moved higher on Thursday as investors breathed a sigh of relief after British Prime Minister Theresa May survived a no-confidence vote, and as China appeared to be taking more steps to meet US demands to open its marketsCountry's third largest software company HCL Technologies and NBFC major Bajaj Finance will be included in the 30share BSE Sensex effective December 24, 2018.Wipro and Adani Ports will be excluded from the index on the same day.



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.

2. BHARAT FORG [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 520 target 530/535 Sl 510

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Special Report

13 -Dec-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

LTP

Traded Volume (Contracts)

BANKNIFTY

CE

27,000

136

3,38,934

BANKNIFTY

CE

26,500

193

8,42,378

BANKNIFTY

CE

26,800

52

8,28,373

RELIANCE

CE

1,120

24.4

11,104

RELIANCE

CE

1,100

34.8

RELIANCE

CE

1,140

16.4

YESBANK

CE

200

8.2

YESBANK

CE

190 12.15

MARUTIACTIVE PUT CE OPTION 9,000 111.5 MOST Symbol

Optio Strike n Price Type

BANKNIFTY

Open Interest

PFC to acquire govt's stake in REC for Rs 15k crore

BHEL's Rs 1,628-cr buyback offer to open on December 4,32,940 13 3,52,140 Elecon Engineering board to consider raising Rs 150 5,28,140 crore via NCD on December 10 10,97,500

NIFTY FUTURE In last trading session we have seen the 11,89,500 Buying pressure in the market. It form green bullish 9,356 16,31,000 candle on daily chart . We expect that upcoming week from trading prospective is very volatile due to election 7,441 81,65,500 result proposed. Our view on market is bearish ,our 6,898 42,73,500 recommendation is to sell the nifty future in the range of 10850 Target 10820/10780/10750 .Sell on rise strategy 5,823 2,83,500 follow for trading & positional purpose. 9,502

LTP

Traded Volume (Contracts)

Open Interest

PE

26,300 17.05

7,30,249

9,03,540

BANKNIFTY

PE

26,200 12.25

7,19,862

6,18,040

BANKNIFTY

PE

26,400

28.1

6,56,632

6,35,300

RELIANCE

PE

1,060

7.65

5,163

8,20,000

RELIANCE

PE

1,080 11.95

4,856

5,83,500

RELIANCE

PE

1,100

18.5

3,819

6,91,000

YESBANK

PE

180 10.35

3,585

23,11,750

YESBANK

PE

170

3,381

25,86,500

6.5

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

48226

3290.11

40669

2673.38

356821

27184.46

616.7323

INDEX OPTIONS

869019

52056.42

873340

52284.27

766296

55893.19

-227.8523

STOCK FUTURES

232773

13346.10

225103

12491.22

1473484

83929.80

854.8724

STOCK OPTIONS

117841

7136.06

118284

7129.22

118298

6400.13

6.8438 1250.5962

INDICES

R2

R1

PIVOT

S1

S2

NIFTY

10874

10806

10683

10614

10492

BANKNIFTY

26968

26806

26510

26348

26052

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Special Report

13 -Dec-2018

RECOMMENDATIONS GOLD TRADING STRATEGY: BUY GOLD ABOVE 31750 TGT 31800/31875 SL BELOW 31650 SELL GOLD BELOW 31500 TGT 31420/31375 SL ABOVE 31700

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 38600 TGT 38675/38750 SL BELOW 38420 SELL SILVER BELOW 38400 TGT 38320/38260 SL ABOVE 38550

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

13 -Dec-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM JAN ABOVE 8910 TARGET 8925/8940/8970 SL 8850 SELL GUARGUM ABOVE JAN 8850 TARGET 8835/8820/8790 SL 8910

NCDEX INDICES Index

Value

% Change

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

1818 5692 4601 6781 1874.5 4388

-0.17 -2.85 -0.67 -0.19 -0.88 -1.16

Jeera

18715

-1.66

3968 3315 6426

-0.05 -0.3 -0.75

Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA JAN ABOVE 6650 TARGET 6665/6680/6700 SL 6490 SELL DHANIYA JAN ABOVE 6610 TARGET 6595/6580/6560 SL 6670

Jeera prices rose 1.21 percent to Rs 18,895 per quintal in futures trade on December 7 as speculators created fresh positions, driven by pick-up in demand from stockists and overseas enquiries.Tight stocks position following restricted arrivals from the growing regions fuelled the uptrend. At the National Commodity and Derivatives Exchange, jeera for delivery in January rose by Rs 225, or 1.21 per cent, to Rs 18,895 per quintal, with an open interest of 3,114 lots. Coriander prices fell 0.02 per cent to Rs 6,503 a quintal in futures market on december 7 as participants cut down positions amid muted domestic as well as exports demand against ample stocks position.Besides, rising arrivals from major producing belts and profit-booking at higher levels weighed on the sentiment.At the National Commodity and Derivatives Exchange, coriander prices for delivery in Jauary declined by Rs 1, or 0.02 per cent, to Rs 6,503 per quintal with an open interest of 28,460 lots. Chana prices declined 0.24 per cent to Rs 4,622 per quintal in futures trade on December 7 as speculators reduced exposure amid subdued demand at the spot market against adequate stocks position.At the National Commodity and Derivatives Exchange, chana for delivery in December fell by Rs 11, or 0.24 per cent, to Rs 4,622 per quintal, with an open interest of 29,390 lots.imilarly, the commodity for delivery in February declined by Rs 25, or 0.54 per cent, to Rs 4,645 per quintal in 9,250 lots. Marketmen said trimming of positions by traders on the back of easing demand in the physical market against adequate stocks position mainly influenced chana prices at futures trade.

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Special Report

13 -Dec-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

72.3950 Yen

63.7250

Euro

81.8675 GBP

90.5558

USD/INR TRADING STRATEGY: USD/INR BUY USDINR NOV ABOVE 72.20 TGT 70.3 70.35 SL 72 SELL USDINR NOV BELOW 72.10 TGT 72 71.9 SL 72.3

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 is trading higher by 35 paise at 70.55 per dollar on Friday versus previous close 70.90 per dollar. Rupee weakened sharply against the US dollar ahead of the important OPEC meeting that was scheduled last evening. In the second half of the session rupee rose after oil prices came under pressure following OPEC’s decision to delay a final decision on output cuts, awaiting support from non-OPEC heavyweight Russia. The declines came after crude slumped by almost 3% ending a meeting without announcing a decision to cut crude supply, instead preparing to debate the matter today, said Motilal Oswal. Indian bonds rose to over 8-month highs as rate hike fears faded after the central bank promised to keep buying government bonds to infuse liquidity, and also mentioned the probability of changing its rate stance if inflation risks do not mature. The 10-year benchmark bond yield fell to as low as 7.38 per cent, its lowest since April 11 and compared with its previous close of 7.44 per cent. The Indian rupee was weaker at 70.89 to the dollar tracking Asian peers, compared with 70.46 on Wednesday. Most Asian currencies fell on concerns over slowing global growth and a lack of resolution in the China-US trade war. India's central bank kept interest rates unchanged on Wednesday, in a decision that was widely expected as inflation has eased significantly, while it took steps to persuade banks to lend more in order to support an economy that has lost some momentum. India's central bank kept interest rates unchanged on Wednesday, in a decision that was widely expected as inflation has eased significantly, while it took steps to persuade banks to lend more in order to support an economy that has lost some momentum. The monetary policy committee (MPC) kept the repo rate unchanged at 6.50 percent on Wednesday as predicted by 64 of 70 analysts in a Reuters poll. The central bank also retained its "calibrated tightening" stance as expected.

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Special Report

13 -Dec-2018

Date

Commodity/ Currency Pairs

12/12/18

NCDEX DHANIYA

JAN

BUY

6630

12/12/18

NCDEX DHANIYA

JAN

Sell

12/12/18

NCDEX GUARGUM5

JAN

12/12/18

NCDEX GUARGUM5

12/12/18

Contract Strategy

Entry Level

Stop Loss

Remark

6645/6660/66 80

6570

TARGET

6610

6595/6575/65 65

6670

NOT EXECUTED

BUY

8700

8715/8735/87 60

8640

NOT EXECUTED

JAN

SELL

8600

8585/8565/85 40

8660

NOT EXECUTED

MCX GOLD

JAN

BUY

32000

32050/32150

31800

NOT EXECUTED

12/12/18

MCX GOLD

JAN

SELL

31800

31700/31600

31950

NOT EXECUTED

12/12/18

MCX SILVER

MAR

BUY

38500

38600/38750

38300

NOT EXECUTED

12/12/18

MCX SILVER

MAR

SELL

38000

37850/37600

38200

NOT EXECUTED

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

12/12/18

NIFTY

FUTURE

SELL

10550

10480/10420/ 10380

10700

NOT EXECUTED

12/12/18

KOTAK BANK

FUTURE

SELL

1220

1200/1185/11 80

1235

NOT EXECUTED

12/12/18

LIC HSGFIN

FUTURE

BUY

440

450/455

430

TARGET

12/12/18

KOTAK BANK

CASH

SELL

1220

1200/1185/11 80

1235

NOT EXECUTED

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Special Report

13 -Dec-2018

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

REPORT

PERIOD

ACTUAL

FORECAST

PREVIO US

MONDAY, DEC. 3 9:45 am

Markit manufacturing PMI

Nov.

--

55.4

10 am

Construction spending

Oct.

0.3%

0.0%

TUESDAY, DEC. 4

TUESDAY, DEC. 4

TUESDAY, TUESDAY, DEC. 4 DEC. 4

TUESDA TUESDAY, DEC. Y, DEC. 4 4

WEDNESD AY, DEC. 5

WEDNESDAY, DEC. 5

WEDNESD WEDNESDAY, WEDNESDAY, DEC. 5 AY, DEC. 5 DEC. 5

WEDNE SDAY, DEC. 5

8:15 am

ADP employment

Nov.

---

227,000

8:30 am

Productivity

Q3

2.3%

2.2%

9:45 am

Markit services PMI

Nov.

--

55.4

10 am

ISM nonmanufacturing index

Nov.

59.8%

60.3%

--

--

--

-THURSD AY, DEC. 6

10 am

Varies

8:30 am

10 am

9:45 am

9:45 am 2 pm

Quarterly services survey

Markit manufacturing index flash

Nov.

Markit Beigeservices book index flash

Nov.

Q3

--

55.7

--

54.8

THURSDAY THURSDAY, DEC. 6 , DEC. 6

THURSDA THURSDAY, DEC. 6 Y, DEC. 6

THURSDAY, DEC. 6

8:30 am

12/1

225,000

Weekly jobless claims

234,000

8:30 am 10 am

The

Factory orders

Oct.

-2.0%

0.7%

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