Special report by epic research 22 november 2013

Page 1

DAILY REPORT 22nd NOVEMBER. 2013

Global markets at a glance European shares fell on Thursday, led by financials, after the Federal Reserve signaled it may start withdrawing its monetary stimulus in the next few months. Weak data from China aggravated the decline. The FTSEurofirst 300 was down or 0.6%, at 1289.31, by 0824 GMT, echoing Wall Street, which reversed course after the Fed minutes. Asian shares were mixed Thursday with the Nikkei settling sharply up as the Bank of Japan kept policy steady in its latest review, while China and Hong Kong fell after HSBC China flash manufacturing purchasing managers data for November came in weaker than expected.

World Indices Index

Value

% Change

16,009.99

+0.69

S&P 500

1,795.85

+0.81

NASDAQ EURO STO FTSE 100

3,969.16 3,044.34 6,681.33

+1.22 -0.10 0.00

Nikkei 225 Hong Kong

15,530.20 23,728.82

+1.07 +0.63

DJl

Top Gainers Wall Street Update The Dow industrials closed above 16,000 for the first time on Thursday as stocks rebounded from three days of weakness, after economic data pointed to a slowly improving labor market and subdued inflation. The Dow Jones industrial average. DJI shot up 109.17 pts, or 0.69%, to close at a record 16,009.99. The SPX gained 14.48 pts, or 0.81%, to finish at 1,795.85. The Nasdaq Composite Indexclimbed 47.89 points, or 1.22 percent, to end at 3,969.16.

Company

CMP

Change

% Chg

1,025.00

89.85

-3.74

INDUSINDBK

40500

15.15

-3.61

SSLT

180.10

6.65

-3.56

PNB

519.10

18.80

-3.50

AMBUJACEM

171..00

6.10

-3.44

CMP

Change

% Chg

1,655.50 319.55

5.65 0.95

+0.34 +0.30

Prev. Close

Change

%Chg

AJANTAPHARM

988.20

2.90

-0.29

AMARAJABAT

336.45

5.65

+1.71

CEATLTD

262.30

4.10

+1.59

1,605.00

68.55

+4.46

246.00

1.35

+0.55

Prev. Close

Change

%Chg

179.90 104.15

2.00 1.95

-1.10 -1.84

CMP

Change

% Chg

5,999.05 20,229.05

-123.85 -406.08

-2.02 -1.97

ACC

Top Losers Previous day Roundup The BSE Sensex and the Nifty fall over 1.5% as worried foreign investors reduce their pace of purchases, raising concerns that momentum will continue to wane after the benchmark hit a record high on November 3. Foreign institutional investors (FIIs) bought shares worth 800 million rupees ($12.8 million) on Wednesday compared with more than 10 billion rupees each on Monday and Tuesday. The Sensex ended down 406.08 points or 1.97% at 20229. The Nifty closed at 5999.05, down 123.85 points or 2.02%. About 923 shares have advanced, 1536 shares declined, and 133 shares are unchanged. Index stats The Bankex and Bank Nifty both declined 2.49% & 2.37% respectively. All the sectors declined Capital Goods [down 217.78pts], Oil & Gas [down 144.25pts], Realty [down 30.88pts], TECK [down 79.90pts], IT [down 135.15pts], FMCG [down 122.13pts], AUTO [down 150.57pts], PSU [down 32.95pts], Consumer Durables [down 78.32pts], Power [down 33.06pts], and Healthcare [down 121.39pts], Metals [down 166.62pts].

Company

MARUTI CAIRN

Stocks at 52 Week’s high Symbol

ICRA THINKSOFT

Stocks at 52 Week’s Low Symbol

GODREJPROP SPECIALITY

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 22nd NOVEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. LIC HOUSING

STOCK RECOMMENDATION [CASH] 1. ZUARI LTD.

LIC HOUSING FUTURE is looking weak on charts, short build up has been seen, we may see more downside, if it continues to sustain below 208, We advise selling below 208 levels with strict stop loss of 211 for the targets of 205-203 levels.

ZUARI LTD is looking strong on charts. We advise buying above 124 levels with strict stop loss of 121 for the targets of 127-130 levels.

2. BANK OF INDIA

MACRO NEWS  COAI has asked the Department of Telecom (DoT) not to give "exclusive" number series to Reliance Jio Infocomm and allocate only 10 lakh numbers in each circle as per the guidelines.  Sistema Shyam Tele Services Ltd stuck to its target of making operating profits by end of 2014 while reporting improved operating parameters in the 3rd quarter.  Banks borrowed Rs 14,615 crore under MSF on November 20.  India's budget remains under pressure as the fiscal deficit in the first six months of FY14 stood at 76 per cent of the full-year target.  The Reserve Bank of India is likely to have stepped in to prop up the rupee by selling dollars via state-run banks

BANK OF INDIA FUTURE is looking weak on charts, short build up has been seen, we may see more downside, if it continues to sustain below 210, We advise selling below 210 levels with strict stop loss of 216 for the targets of 204 -200 levels.

CORPORATE ACTION TODAY

YOUR MINTVISORY

SCRIP

GUJRATGAS RELAXO

ACTION

Rs. Per Share

DIVIDEND Face Value Split

9.00 From Rs.5/- To Re.1/-

Call us at +91-731-6642300


DAILY REPORT FUTURE & OPTION

22nd NOVEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,000

45.20

8,18,395

58,54,200

NIFTY

PE

5,900

16.55

5,12,904

48,87,200

NIFTY

PE

6,100

97.95

4,92,024

35,50,350

BANK NIFTY

PE

10,500

75.00

32,939

2,40,025

SBIN

PE

1,750

23.00

10,361

1,96,250

INFY

PE

3,300

25.05

2,304

62,500

RELIANCE

PE

860

16.85

2,172

4,69,500

AXISBANK

PE

1,100

26.70

3,714

2,55,250

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  Essar ship with China-bound iron ore arrested in Singapore.  Cipla's subsidiary Meditab Holdings Limited buys stake in Quality Chemical for $15 million.  M&M diversifies into branded fruit Business.  Results Today: Siemens  Cairn India to mull share buyback on Nov 26.  Torrent in talks to buy Elder pharma business for Rs 2000 crore: NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,100

30.20

7,59,704

56,49850

NIFTY

CE

6,200

10.15

5,81,821

61,84,900

NIFTY

CE

6,300

3.10

3,44,616

61,07,150

BANKNIFTY

CE

11,000

84.00

43,758

3,01,075

SBIN

CE

1,800

19.80

13,438

5,76,375

RELIANCE

CE

880

3.35

4,144

6,78,250

HDFC

CE

860

0.90

4,370

21,03,000

AXISBANK

CE

1,100

22.50

3,913

3,24,000

INFY

CE

3,400

21.00

3,392

1,94,500

Nifty Future closed in the red in the last trading session. We advise selling around 6050-6060 with strict stop loss of 6100 for the targets of 6000-5950 levels.

FII DERIVATIVES STATISTICS BUY

SELL

OPEN INTEREST AT THE END OF THE DAY

No. of Amount in No. of Amount in No. of Contracts Crores Contracts Crores Contracts

Amount in Crores

NET AMOUNT

INDEX FUTURES

90348

2704.49

129582

3893.51

491323

14626.46

-1189.02

INDEX OPTIONS

917367

27422.04

893078

26759.62

1789946

53478.69

662.42

STOCK FUTURES

83649

2253.49

93490

2519.59

1112572

29578.57

-266.10

STOCK OPTIONS

57426

1575.02

60054

1628.17

75999

2044.57

-53.15

TOTAL

-845.84

INDICES NIFTY

S2

S1

PIVOT

R1

R2

5915.31

5957.18

6027.26

6069.13

6139.21

NIFTYJUNIOR

11796.36

11877.63

12012.81

12094.08

12229.26

BANK NIFTY

10535.23

10621.06

10743.68

10829.51

10952.13

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 22nd NOVEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 45500 TGTS 45700/46000 SL 45150 SELL SILVER BELOW 44800 TGTS 44600/44300 SL 45150 GOLD

COMMODITY ROUNDUP Gold plummeted to six weeks low level on Thursday, triggered by stronger dollar against the euro on weak Euro zone data amid Fed's tapering concern. The COMEX gold futures for December delivery trades at $1,247.60 a troy ounce, down $10.40 and the Silver December quotes at $19.947 a troy ounce, down 0.111 from last close. Local Gold futures recovered from the early losses on weak Indian currency against the greenback. The Indian value depreciated for the third day with the currency quotes at Rs 62.89, 0.52% value depreciated in a day over last close. MCX Gold December contract quotes at Rs 30,136, up Rs 66 per 10 grams from last close. The Silver futures for the December delivery quotes at Rs 44,995, down Rs 4 per 1 kg from last close. India crude oil, copper and gold futures recorded a slight up -tick on Thursday due to weakness in Indian currency and short covering. However, weak international cues have succeeded to put pressure on the commodities to certain extent. In the global market, copper, crude oil and gold futures remained weak and was seen trading down after Federal Reserve's October meeting minutes released on Thursday signalled that US Central Bank may start tapering its monetary stimulus soon. Domestic silver futures plunged below Rs 45000 per kg in the electronic trades today as the U.S. dollar marched further uphill after the release of Federal Reserve meeting minutes that showed the central bank considering an imminent slowing of its bond-buying program. Increasing popularity of silver in chemical, electrical and textile industry and industrial uses in general were highlighted at the 2013 Silver Industrial Conference

TRADING STRATEGY: BUY GOLD ABOVE 30500 TGTS 30600/30750 SL 30350 SELL GOLD BELOW 30150 TGTS 30050/29950 SL 30330 YOUR MINTVISORY

Copper futures inched higher on Thursday, as investors looked ahead to key U.S. economic data due later in the session to gauge the strength of the economy and the need for further stimulus. On the Comex division of the New York Mercantile Exchange, copper futures for December delivery traded at USD3.170 a pound during European morning trade, up 0.35%. Comex copper prices traded in a range between USD3.143 a pound, the daily low and a session high of USD3.171 a pound. The December contract settled 0.06% higher on Wednesday to end at USD3.159 a pound.

Call us at +91-731-6642300


DAILY REPORT 22nd NOVEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1378.5

+0.07

Castor Seed

4233

-0.77

Chana

3106

-0.96

Chilli

7474

-0.35

Coriander

7257

-0.90

Cotton Seed Oilcake

1433

-0.97

12710

-0.51

3822

+1.03

729.65

+2.38

5098

-3.23

Jeera Mustard seed Ref Soya Oil Turmeric BUY CASTORSEED ABOV 4255 TGT 4285/4325 SL 4205 SELL CASTORSEED BELOW 4215 TGT 4285/4235 SL 4255 DHANIYA

NCDEX ROUNDUP The potential for wheat has been decimated in the north of the country. The lack of rainfall during Sep and, critically, Oct had particularly affected central and northern crops. Earlier in the month, the United Nations lowered its forecast further, even as it raised hopes for world cereals supplies. The UN's food agency, the Food and Agriculture Organization - which in October lowered its estimate for the Argentine wheat harvest to 9.5m tonnes, downgraded the figure again, to just 8.8m tonnes. Chana prices rose by Rs 17 to Rs 3,249 per quintal in futures trade yesterday as speculators created fresh positions, supported by pick up in demand in the spot market. At NCDEX chana for delivery in far-month January rose by Rs 17, or 0.53% to Rs 3,249 per quintal with an open interest of 47,920 lots.

BUY DHANIYA ABOVE 7315 TGT 7345/7385 SL 7275 SELL DHANIYA BELOW 7230 TGT 7200/7160 SL 7280

YOUR MINTVISORY

Refined soya oil prices moved up by 1.15% to Rs 722.80 per 10 kg in futures trading yesterday as speculators enlarged their positions driven by strong demand in the spot market. At NCDEX, refined soya for delivery in January moved up by Rs 8.25, or 1.15% to Rs 722.80 per 10 kg with an open interest of 94,250 lots.

Call us at +91-731-6642300


DAILY REPORT 22nd NOVEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.8895 Yen-100

Euro

84.4180 GBP

USD/INR

USD/INR has closed @63.0025. If it sustains 63.18, it can touch the level of 63.30 & 63.47. If it breaks 62.55 it can touch the level of 62.29 & 62.07. GBP/INR

Rate

62.4500 101.1389

CURRENCY ROUNDUP After the recent measures adopted by RBI, the country's current account deficit is expected to decline, Fitch said in a report on Thursday; but further it added that any fall might not be enough to shield India from further pressures related to the eventual start of Fed tapering. The CAD for the first quarter of the current financial year was at $21.8 billion, or 4.9 per cent of the gross domestic product, driven by sluggish exports and high gold imports in April and May. The global rating agency, forecasts the current account deficit to decline to 3.1% of GDP in FY14 vs 4.8% in FY13, following measures to curb gold imports, a weaker exchange rate and softer domestic demand. The euro was slightly lower against the dollar on Thursday after mixed euro zone private sector data indicated that the economic recovery in the region is faltering. The Euro quotes at $1.3430, down 0.07% and the dollar index quotes at 81.20, up 0.14%. Data released on Thursday showed that manufacturing activity in the euro zone expanded in line with forecasts in November, but service sector activity declined unexpectedly. Germany's manufacturing PMI rose to a 29 month high of 52.5 in November, from 51.7 in October, while the services sector PMI rose to a nine-month high of 54.5 from 52.9. November flash manufacturing purchasing manager's index for China clocked in at 50.4, below a forecast of 50.8, and easing from 50.9 for the final in October, according to a release. The ICE dollar index, a measure of the U.S. currency against six others, rose to 81.600 from 81.001 late Wednesday in North America. The euro edged lower to $1.3423, down from late Wednesday’s $1.3440.

GBP/INR has closed @101.4875. If it sustains above 101.65, it can touch the level of 101.83 & 102.10. If it breaks 100.98 it can touch the level of 100.78 & 100.56.

YOUR MINTVISORY

The minutes from October’s Federal Open Market Committee (FOMC) meeting suggested the Fed could taper its bond purchases sooner than some market participants had thought which sent the yields on long-dated Treasury rising to their highest level since September.

Call us at +91-731-6642300


DAILY REPORT 22nd NOVEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

21/11/13

MCX GOLD

DEC

BUY

30500

30600-30800

30350

NOT EXECUTED

21/11/13

MCX GOLD

DEC.

SELL

29970

29870-29700

30100

SL TRIGGERED

21/11/13

MCX SILVER

DEC

SELL

44700

44300-44000

45200

SL TRIGGERED

21/11/13

NCDEX CASTOR SEED

JAN.

SELL

4255

4225-4280

4295

BOOKED PROFIT

21/11/13

NCDEX CASTOR SEED

JAN.

BUY

4320

4360-4400

4280

NOT EXECUTED

21/11/13

NCDEX DHANIYA

DEC.

BUY

7370

7400-7440

7320

NOT EXECUTED

21/11/13

NCDEX DHANIYA

DEC.

SELL

7280

7250-7210

7330

BOOKED PROFIT

21/11/13

JPY/INR

NOV.

SELL

62.15

61.99-61.78

NOT EXECUTED

21/11/13

JPY/INR

NOV.

BUY

62.82

62.9963.17

NOT EXECUTED

21/11/13

GBP/INR

NOV.

BUY

101.40

101.63-101.83

BOOKED PROFIT

21/11/13

GBP/INR

NOV.

SELL

100.25

100.05-99.89

NOT EXECUTED

20/11/13

MCX CRUDE

DEC

BUY

5900

5940-6000

5840

BOOKED PROFIT

20/11/13

MCX CRUDE

DEC

SELL

5840

5800-5740

5920

NOT EXECUTED

20/11/13

MCX GOLD

DEC

BUY

30500

30600-30700

30400

NOT EXECUTED

20/11/13

MCX GOLD

DEC.

SELL

30150

30050-29950

30250

BOOKED POFIT

CASH/ FUTURE/ OPTION

Strategy

Date

Scrip

Entry Level

Target

Stop Loss

Remark

21/11/13

NIFTY

FUTURE

SELL

6180-6200

6150-6100

6235

NOT EXECUTED

21/11/13

ICICIBANK

FUTURE

SELL

1060-1050

1035-1020

1080

BOOKED PROFIT

21/11/13

COALINDIA

FUTURE

BUY

275

279-282

270

SL TRIGGERED

21/11/13

WYETH LTD.

CASH

BUY

780

805-830

755

BOOKED FULL PROFIT

18/11/13

HDFC BANK

FUTURE

BUY

822

840-860

800

SL TRIGGERED

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

FRIDAY, NOV. 22 10 AM

JOB OPENINGS

SEPT.

3.9 mln

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YOUR MINTVISORY

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