Special report -29-nov 2018

Page 1

Special Report

29-Nov-2018

Global markets at a glance

World Indices

Federal Reserve Chair Jerome Powell boosted US stock markets on Wednesday when he said the policy rate is now “just below” estimates of a level that neither brakes nor boosts a healthy economy, comments that many took as signalling the Fed’s three-year tightening cycle is drawing to a close.The S&P 500 and Dow posted their biggest percentage gains in eight months, while the Nasdaq saw its largest advance in just over a month following Powell’s speech to the Economic Club of New York.

Index

Value

% Change

DJI

25316

-0.07

S&P500

2749

+2.30

NASDAQ

7291

+2.86

FTSE100

7004

-0.18

22177.02 26682.56

+1.01 +1.31

NIKKEI HANG SENG

Top Gainers Company

The Dow Jones Industrial Average rose 617.7 points, or 2.5 percent, to 25,366.43, the S&P 500 gained 61.61 points, or 2.30 percent, to 2,743.78 and the Nasdaq Composite added 208.89 points, or 2.95 percent, to 7,291.59. Asian stocks rose on Thursday tracking a Wall Street rally as dovish comments from Federal Reserve Chair Jerome Powell boosted investor sentiment towards riskier assets. The Fed chair said on Wednesday that US policy rates were “just below” neutral, less than two months after saying rates were probably “a long way” from that point. PREVIOUS DAY ROUNDOFF It’s another positive close for the market, making it third consecutive session of gains. The Nifty ended above 10,700 -mark. A surge in IT names along with rally in select index heavyweights boosted the market. Among sectors, IT and energy were the top gainers, while auto, consumption, infra, and metals ended in the red. The Nifty Midcap index, too, closed with cuts of a percent. At the close of market hours, the Sensex closed up 203.81 points or 0.57% at 35716.95, while the Nifty shut down lower by 36.20 points or 0.34% at 10721.80. The market breadth was negative as 996 shares have, against a decline of 1,576 shares, while 157 shares were unchanged. Index stats The Market was very volatile in last session. The sartorial in dices performed as follow; Commodities[-0.98pts], Consumption[-0.48pts],PSE[-2.21pts],CPSE[-3.19pts],Energy [+0.56pts],FMCG[-0.77pts],Auto[-0.75pts],Pharma[0.48pts],IT[+2.86pts],Metal[-1.0pts],Realty[-1.43 pts], Fin Serv sector[+0.95pts].

CMP

Change

% Chg

1,983.90

93.65

4.95

666.4

27.5

4.3

477.45

18.15

3.95

Reliance

1,152.65

24.45

2.17

HCL Tech

1,043.10

19.95

1.95

CMP

Change

% Chg

162.1 Yes Bank 320.15 BPCL 314.1 Bharti Airtel 134.05 IOC 174.45 Tata Motors Stocks at 52 Week’s HIGH

-20.55

-11.25

-15.35

-4.58

-14.05

-4.28

-4.4

-3.18

-5.6

-3.11

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

TCS Infosys Zee Entertain

Top Losers Company

ELECTROSL

LIQUIDETF VINDHYATEL

Stocks at 52 Week’s LOW Symbol

AIFL ALCHEM AMTEKAUTO

Indian Indices Company

CMP

Change

% Chg

NIFTY

10728.85

43.25

+0.40

SENSEX

35716.95

203.81

+0.57

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Special Report

29-Nov-2018

RECOMMENDATIONS [FUTURE] 1. MINDTREE (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 855-857 target 862/867 Sl 849

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. BHARAT FIN [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 1003 Target 1010/1015 Sl 993 .

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Special Report

29-Nov-2018

STOCKS IN NEWS

MOST ACTIVE CALL OPTION Symbol

Optio Strike n Price Type

BANKNIFTY

CE

26,500

BANKNIFTY

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

LTP

Traded Volume (Contracts)

Open Interest

48

9,31,626

10,29,600

CE

26,600 22.95

8,98,103

BANKNIFTY

CE

26,700

10.3

6,77,803

RELIANCE

CE

1,140 12.35

26,837

RELIANCE

CE

1,160

3.7

21,319

YESBANK

CE

180

0.45

20,319

Bharat Financial Inclusion: Company assigned a pool of 8,65,180 receivables of an aggregate value of Rs 827.76 crore to 6,62,640 one of the largest private sector banks on a direct assignment basis. This is the third direct assignment 13,28,000 transaction in FY19. 16,00,000 31,92,000 NIFTY FUTURE

YESBANK

CE

190

0.35

12,615

29,85,500

MARUTI

CE

7,700

7.2

12,597

Nifty 50 on Tuesday Strong Buying pressure in market 1,11,825 from lower level . Nifty broke the resistance level 10750 but can not sustain . Fresh buying seen fron lower MARUTIACTIVE PUT CE OPTION 9,000 111.5 5,823 2,83,500 MOST level .Our recommendation is to Buy the nifty future in Symbol Optio Strike LTP Traded Open range of 10750 Target 10820 /10850 SL 10700 ..Buy on n Price Volume Interest dips strategy use by traders. Type

(Contracts)

BANKNIFTY

PE

26,400

78.8

7,99,595

5,86,760

BANKNIFTY

PE

26,300

42

7,76,134

8,00,120

BANKNIFTY

PE

26,200

23

6,32,528

8,36,140

RELIANCE

PE

1,120

0.8

16,570

14,08,500

YESBANK

PE

160

3.65

15,661

35,08,750

YESBANK

PE

170

9.6

15,450

18,56,750

RELIANCE

PE

1,140

3.65

13,602

9,13,500

RELIANCE

PE

1,100

0.4

8,678

10,50,000

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 NIFTY BANKNIFTY

R2

R1

PIVOT

S1

S2

10786.8

10757

10728

10699

10670

26657

26555

26487

26390

26322

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Special Report

29-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

29-Nov-2018

RECOMMENDATIONS GUARGUM5 TRADING STRATEGY: BUY GUARGUM DEC ABOVE 8860 TARGET 8875/8890/8910 SL 8800 SELL GUARGUM ABOVE DEC 8800 TARGET 8780/8760/8740 SL 8860

NCDEX INDICES Index

Value

% Change

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

1886 5566 4696 6148 1941 4312

-0.32 -1.47 -0.62 2.96 -0.33 0.9

19375

-0.13

4063 3366 6412

-0.32 0.92 -0.12

Jeera Mustardseed Soy Bean Turmeric

DHANIYA TRADING STRATEGY: BUY DHANIYA DEC ABOVE 6380 TARGET 6400/6420/6460 SL 6320 SELL DHANIYA DEC ABOVE 6260 TARGET 6245/6230/6215 SL 6200

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

29-Nov-2018

RBI Reference Rate Currency

Rate Currency

Rate

Rupee- $

70.66 Yen

62.09

Euro

79.69 GBP

90.3647

USD/INR TRADING STRATEGY: USD/INR BUY USDINR NOV ABOVE 70.75 TGT 70.85 70.95 SL 70.50 SELL USDINR NOV BELOW 70.6 TGT 70.5 70.45 SL 70.85

GBP/INR TRADING STRATEGY: BUY GBPINR NOV ABOVE 90.5 TGT 90.6 90.8 SL 90.20 SELL GBPINR NOV BELOW 90.20 TGT 90.10 90 SL 90.45

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

29-Nov-2018

Date

Commodity/ Currency Pairs

28/11/18

NCDEX DHANIYA

DEC

BUY

6200

28/11/18

NCDEX DHANIYA

DEC

Sell

28/11/18

NCDEX GUARGUM5

DEC

28/11/18

NCDEX GUARGUM5

28/11/18

Contract Strategy

Entry Level

Stop Loss

Remark

6215/6235/62 60

6140

TARGET HIT

6130

6115/6100/60 70

6190

NOT EXECUTED

BUY

8780

8795/8810/88 30

8760

SL HIT

DEC

SELL

8680

8645/8620/86 00

8720

NOT EXECUTED

MCX GOLD

DEC

BUY

30580

30630/30680

30450

NOT EXECUTED

28/11/18

MCX GOLD

DEC

SELL

30370

30300/30270

30450

TARGET HIT

28/11/18

MCX SILVER

DEC

BUY

36000

36050/36120

35900

NOT EXECUTED

28/11/18

MCX SILVER

DEC

SELL

35800

35750/35700

35900

TARGET HIT

Entry Level

Target

Stop Loss

Remark

Target

Date

Scrip

CASH/ FUTURE/ Strategy OPTION

28/11/18

NIFTY

FUTURE

BUY

10670

10700/10720

10620

TARGET HIT

28/11/18

HERO MOTO

FUTURE

BUY

3030

3070/3100

3000

NOT EXECUTED

28/11/18

GODREJ CP

FUTURE

BUY

760

770/780

740

Open

28/11/18

GODREJ CP

CASH

BUY

760

770/780

750

SL HIT

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Special Report

29-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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