Special report by epic research 25 november 2013

Page 1

DAILY REPORT 25th NOVEMBER. 2013

Global markets at a glance European shares advanced on Friday as overnight rallies in the United States and Japan signaled growing investor appetite for risk. The DJI average rose 54.78 pts, or 0.34% to end at a record 16,064.77. The Standard & Poor's 500 Index gained 8.91 pts, or 0.50%, to finish at 1,804.76. The Nasdaq Composite Index climbed 22.50 pts, or 0.57%, to close at 3,991.65. Japan's Nikkei eked out minuscule gains on Friday, easing off from an earlier charge to a six-month peak as domestic investors took profits. Wall Street Update US stocks rose on Friday, with the S&P 500 closing above 1,800 for the first time and healthcare names leading the way higher. The Dow industrials ended at another record high above 16,000. Both the Dow and the S&P 500 recorded their seventh straight week of gains in what has been a very strong year for stocks. The seven-week advance comes just ahead of December, which since 1950 has been the best month for both the Dow and the S&P. Previous day Roundup After a big struggle in the late trade, the market closed on a flat note. The Sensex ended down 11.66 points at 20217.39, giving up earlier gains to mark their third consecutive week of losses, as concerns grow after data showed foreign investors have started cutting positions. FIIs sold shares worth 598 million rupees on Thursday to snap a 32-day buying streak totaling 238.84 billion rupee. The Nifty ended below 6000, at 5995.45 down 3.60 points. About 1158 shares have advanced, 1254 shares declined, and 164 shares are unchanged. Index stats The Bankex and Bank Nifty both declined 0.16% and 0.28% respectively. The sectors advanced were Capital Goods [up 107.97pts], Oil & Gas [up 58.08pts], PSU [up 19.87pts], Consumer Durables [up 36.42pts], Power [up 0.08pts], and Healthcare [up 13.24pts] and the sectors declined were; Metals [down 33.17pts], Realty [down 9.32pts], TECK [down 1.66pts], FMCG [down 38.55 pts], IT [down pts], AUTO [down 144.97pts].

YOUR MINTVISORY

World Indices Index

Value

% Change

16,064.77

+0.34

S&P 500

1,804.76

+0.50

NASDAQ EURO STO FTSE 100

3,991.65 3,055.98 6,674.30

+0.57 +0.38 -0.11

Nikkei 225 Hong Kong

15,583.17 23,744.04

+1.31 +0.20

DJl

Top Gainers Company

CMP

Change

% Chg

ONGC

279.25

8.80

+3.25

CAIRN

327.50

10.25

+3.23

TATASTEEL

393.50

10.90

+2.85

GAIL

328.80

7.25

+2.25

LT

969.10

21.00

+2.21

CMP

Change

% Chg

174.30 374.10 1,888.90 101.65 1,736.45

5.00 9.05 43.95 1.55 24.50

-2.79 -2.36 -2.27 -1.50 -1.39

Prev. Close

Change

%Chg

ATULAUTO

309.55

16.15

+5.50

BATAINDIA

1,052.00

39.05

+3.86

EVEREDDY

28.50

1.15

+4.20

FIEMIND

271.10

45.15

19.98

JBCHEMPHARM

114.75

4.55

4.13

Prev. Close

Change

%Chg

113.50 62.75

2.75 5.10

-2.37 -7.52

CMP

Change

% Chg

5,995.45 20,217.39

-3.60 -11.66

-0.06 -0.06

Top Losers Company

SSLT TATAMOTORS BAJAJ-AUTO IDFC SBIN

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

EXIDEIND FLFL

Indian Indices Company NIFTY SENSEX

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DAILY REPORT 25th NOVEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. HDIL

STOCK RECOMMENDATION [CASH] 1. CMAHENDRA

HDIL FUTURE is looking weak on charts, short build up has been seen, we may see more downside, if it continues to sustain below 44. We advise selling around 45-46 levels with strict stop loss of 48 for the targets of 43-42 levels.

CMAHENDRA is looking strong on charts. We advice buying above 232 levels with strict stop loss of 222 for the targets of 242-252 levels.

2. MC DOWELL

MACRO NEWS  The overall GDP growth in India is expected to have grown.  Moody's says the long-term credit outlook looks stable for Asian countries including those with high current account deficit like India.  RBI to shut down dollar swap window on Nov. 30.  FIIs sold shares worth of Rs 598 million ($9.5 million) on Thursday to snap a 32-day buying streak that had totaled Rs 238.84 billion.  The Reserve Bank it will sell inflation-indexed bonds worth Rs 1,000 crore through price-based auction on November 26.  NHPC will commence the buyback of shares worth up to Rs 2,368 crore from November 29.  Union Bank of India today raised Rs 2,000 crore through issuing bonds that are compliant with the global banking norms.  After suffering a string of losses, the networth of Haldia Petrochemicals (HPL) has eroded by 50 percent.

MC DOWELL FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 2550, We advise buying above 2550 levels with strict stop loss of 2500 for the targets of 2590-2625 levels.

YOUR MINTVISORY

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DAILY REPORT FUTURE & OPTION

25th NOVEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,000

40.65

7,29,258

66,35,500

NIFTY

PE

5,900

13.50

4,54,407

51,50,600

NIFTY

PE

6,100

97.25

2,62,740

25,18,600

BANK NIFTY

PE

10,500

60.65

30,464

2,66,100

SBIN

PE

1,750

30.70

9,912

2,70,000

MCDOWELL-N

PE

2,400

20.15

3,678

1,64,000

RELIANCE

PE

840

6.00

2,353

4,26,000

AXISBANK

PE

1,050

7.00

1,984

1,94,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  Tata Motors launched CNG versions of mid sized sedan Tata Indigo and compact car Tata Indica.  Union Bank raises Rs 2,000 cr to shore up capital  Dabur India's board approves raising FII investment limit up to 30%  SpiceJet to operate non-stop flight between Madurai and Dubai. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,100

21.85

7,41,751

63,08,900

NIFTY

CE

6,000

62.50

4,17,253

43,28,750

NIFTY

CE

6,200

5.90

4,07,951

68,35,400

BANKNIFTY

CE

11,000

53.60

37,316

2,94,700

SBIN

CE

1,800

9.75

12,548

7,03,125

RELIANCE

CE

860

5.25

4,589

6,28,500

MCDOWELL-N

CE

2,500

99.00

8,586

3,57,250

AXISBANK

CE

1,100

16.25

3,846

4,30,250

TATASTEEL

CE

390

8.70

2,881

9,05,000

Nifty Future closed in the red in the last trading session. We advise selling around 6050-6060 with strict stop loss of 6080 for the targets of 6000-5950.

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

83047

2492.95

81848

2437.29

516584

15388.79

55.67

INDEX OPTIONS

717020

21425.51

700501

20948.83

1883003

56218.55

476.68

STOCK FUTURES

106711

2898.45

109825

2999.71

1118752

29761.24

-101.25

STOCK OPTIONS

50814

1362.33

50626

1366.48

79033

2137.99

-4.16

TOTAL

426.94

INDICES NIFTY

S2

S1

PIVOT

R1

R2

5929.15

5962.3

6005.95

6039.1

6082.75

NIFTYJUNIOR

11853.46

11922.93

12005.11

12074.58

12156.76

BANK NIFTY

10519.85

10598.6

10709.3

10788.05

10898.75

YOUR MINTVISORY

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DAILY REPORT 25th NOVEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 45100 TGTS 45300/45500 SL 44800 SELL SILVER BELOW 44200 TGTS 44000/43700 SL 44500 GOLD

COMMODITY ROUNDUP Gold premiums in India steadied on Friday on scarcity of stocks or domestic consumption despite muted demand, amid steady prices in the domestic market. Oil slipped below USD 110 a barrel but was on track to end higher for the second week running, with investors awaiting the outcome of talks on Iran's nuclear program. Benchmark Brent crude oil saw its biggest jump in almost three weeks on Thursday, fuelled by a surge in U.S. gasoline futures, signs of continued economic strength in the United States and indications that a deal to curb Tehran's nuclear program could be a long time coming. Gold and silver were both on track for a near 4-percent weekly drop. Base metals softened up to 8.3 per cent in the past month, due to weak manufacturing data from China, coupled with renewed concerns on tapering of the third round of quantitative easing (QE3) by the United States Federal Reserve. The HSBC Flash China Purchasing Managers’ Index fell to 50.4 in November from a seven-month high of 50.9 in October, marginally above the contraction line of 50. This poses an uncertainty over Chinese purchasing of base metals. Copper recovered in the week on the back of rising spot premiums in China due to shortage of the imported metal from Philippines. LME Copper prices settled at $ 7064 per tonne, up $ 90 per tonne. COMEX Copper recovered by 1.35% to $ 3.171 per pound. The indications of Federal Reserve members to stay with stimulus plan also saved the value of Copper. During the week, Money managers decided to slash the long positions of Copper and simultaneously build short positions. U.S. oil ended the session off 60 cents to settle at $94.84 a barrel. India crude oil edged down slightly trimming gains recorded in the earlier session on Friday amid weak global cues while copper swung between gains and losses and was seen trading volatile.

TRADING STRATEGY: SELL GOLD MCX BELOW 29700 TGTS 29600/29500 SL 29800 SELL GOLD AROUND 29980 TGTS 29900/29780 SL 30100

YOUR MINTVISORY

Aluminium stocks at London Metal Exchange (LME) rose by 67100 tons to 5419295 tons while Nickel stocks were gained by 588 tons to 249138 tons on Friday. Copper, Lead and Zinc stocks recorded a decline by 3025, 300 and 4575 tons respectively. Goldman Sachs Group Inc. expects Gold, iron ore, soybeans and copper to drop at least 15% in 2014.

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DAILY REPORT 25th NOVEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1382.5

-0.32

Castor Seed

4267

+0.87

Chana

3093

-0.29

Chilli

7480

+0.27

Coriander

7128

-1.83

Cotton Seed Oilcake

1411

-1.40

12875

+1.30

3838

+0.50

731.75

+0.47

5290

+3.97

Jeera Mustard seed Ref Soya Oil Turmeric

BUY CASTORSEED ABOVE 4380 TGT 4405/4445 SL 4330 SELL CASTORSEED BELOW 4330 TGT 4205/4265 SL 4375 DHANIYA

NCDEX ROUNDUP The assurance given by the political parties to pay higher price to the farmers for the paddy had reportedly affected the inflow of the yield in the societies. The paddy procurement in the state started on October 21. As of now, 2,91,000 Metric Tonnes of paddy had been procured in the state. The paddy procurement would continue till February 15. In the last marketing season, the state government had procured 7.1 MT of paddy. Earlier in the month, the United Nations, which last month kicked off a round of downgrades to estimates for Argentina's wheat crop, 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.

BUY DHANIYA ABOVE 7170 TGT 7200 / 7240 SL 7120 SELL DHANIYA BELOW 7110 TGT 7180 / 7130 SL 7160

YOUR MINTVISORY

India total area sown for Rabi crop, during the week ending 22 Nov 2013 stands at 314.24lakh hectares, higher when compared to the 294.31 lh recorded during the same period last year. over 156 lakh tons of rice has been procured by the Indian Government agencies during kharif marketing season, 2013-14. Total 156,99,858 tons of rice has been procured till November 20, 2013 during ongoing season.

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DAILY REPORT 25th NOVEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

63.0236 Yen-100

Euro

84.9199 GBP

EUR/INR

BUY EUR/INR ABOVE 85.21 TGTS 85.35, 85.50 SL 84.78. SELL EUR/INR BELOW 84.70 TGTS 84.55, 84.28 SL 85.20. GBP/INR

Rate

62.3700 102.0415

CURRENCY ROUNDUP The rupee rose slightly on Friday, ending a two-day losing streak after suspected intervention by the central bank, although broader sentiment remains weak due to renewed fears the Federal Reserve will soon start scaling back its stimulus. Trading in the rupee had been volatile, starting the week with strong gains on hopes that the Fed would delay any tapering, only to falter as the week progressed as doubts about the U.S. central bank's stance then crept in. Overall the rupee managed to post a weekly gain against the dollar and snap a five-week losing streak, although without much conviction. In particular, traders are concerned foreign investors are losing interest in India, setting up the prospect of more falls in the rupee at a time when state-run oil companies are back to sourcing dollars in markets and not through a special swap window that had been created by the central bank. Foreign institutional investors (FIIs) sold shares worth 598 million rupees ($9.5 million) on Thursday, snapping a 32 -day buying streak that totaled 238.84 billion rupees, exchange and regulatory data show. The dollar rose and U.S. surged to record highs on Friday as lingering worries that the Federal Reserve will soon start to scale back its bond-buying program. The dollar hit a fourand-a-half-month high of 101.35 yen on expectations Bank of Japan monetary policy would remain loose and a rise in Japanese stocks to six-month highs on Friday. It was last up 0.2 per cent at 101.28 yen.

BUY GBP/INR ABOVE 102.15 TGTS 102.30,102.45 SL 101.62. SELL GBP/INR BELOW 101.58 TGTS 101.28,101.04 SL 102.10.

YOUR MINTVISORY

The euro rose to a four-year peak against the yen and gained for a second straight day against the dollar on Friday as unexpectedly robust German business sentiment data raised the appeal of the euro zone common currency. The euro was last up 0.7 percent at 137.28 yen, having risen as high as 137.32, its highest since October 2009. Against the dollar, it gained 0.5 percent to $1.3548.

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DAILY REPORT 25th NOVEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

22/11/13 22/11/13 22/11/13 22/11/13 22/11/13

MCX GOLD MCX GOLD MCX SILVER MCX SILVER NCDEX CASTOR SEED

DEC DEC. DEC DEC JAN.

SELL BUY SELL BUY SELL

30500 30150 45500 44800 4215

30600-30750 30050-29950 45700-46000 44600-44300 4285-4235

30350 30330 45150 45150 4255

BOOKED FULL PROFIT NOT EXECUTED BOOKED PROFIT NOT EXECUTED

22/11/13

NCDEX CASTOR SEED

JAN.

BUY

4255

4285-4325

4205

BOOKED PROFIT

22/11/13

NCDEX DHANIYA

DEC

BUY

7315

7345-7385

NOT EXECUTED

22/11/13

NCDEX DHANIYA

DEC.

SELL

7230

7200-7160

7275 7280

22/11/13

USD/INR

NOV.

SELL

62.55

62.29-62.07

NOT EXECUTED

22/11/13

USD/INR

NOV.

BUY

63.18

63.30-63.47

NOT EXECUTED

22/11/13

GBP/INR

DEC

BUY

101.65

101.83-102.10

NOT EXECUTED

22/11/13

GBP/INR

DEC.

SELL

100.98

100.78-100.56

NOT EXECUTED

Date

Commodity/ Currency

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

SL TRIGGEERD

BOOOKED FULL PROFIT

Stop Loss

Remark

22/11/13

NIFTY

FUTURE

SELL

6050-6060

6000-5950

6100

BOOKED PROFIT

22/11/13

LICHFGFIN

FUTURE

SELL

208

205-203

211

NOT EXECUTED

22/11/13

BOI

FUTURE

SELL

210

204-200

216

CALL OPEN

22/11/13

ZUARI LTD.

CASH

BUY

124

127-130

212

BOOKED FULL PROFIT

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

10 AM

PENDING HOME SALES

OCT.

8:30 AM 8:30 AM 9 AM 9 AM 10 AM

HOUSING STARTS BUILDING PERMITS CASE-SHILLER HOME PRICE INDEX FHFA HOME PRICE INDEX CONSUMER CONFIDENCE

OCT. OCT. SEPT. SEPT. NOV.

8:30 AM 8:30 AM 9:45 AM 10 AM 10 AM

WEEKLY JOBLESS CLAIMS DURABLE GOODS ORDERS CHICAGO PMI UMICH CONSUMER SENTIMENT INDEX LEADING ECONOMIC INDICATORS

ACTUAL

CONSENSUSFORECAST

PREVIOUS

MONDAY, NOV. 25 --

-5.6%

925,000 930,000 --72.0

891,000 926,000 12.8% YOY 8.5% yoy 71.2

N/A -1.8% 63.0 73.0 --

N/A 3.8% 65.9 72.0 0.7%

TUESDAY, NOV. 26

WEDNESDAY, NOV. 27 11/23 OCT. NOV. NOV. OCT.

THURSDAY, NOV. 28 THANKSGIVING DAY NONE SCHEDULED

FRIDAY, NOV. 29 NONE SCHEDULED

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YOUR MINTVISORY

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