Special report by epic research 26 november 2013

Page 1

DAILY REPORT 26th NOVEMBER. 2013

Global markets at a glance European shares headed towards a five-year high and Germany's DAX set a new record on Monday, with airline stocks and French car makers getting buoyed by the nuclear deal between Iran and world powers. The panEuropean FTSEurofirst 300 was up 0.4 % at 1,302.24 points, while Germany's DAX rose 0.8 % - a record high close. The euro zone's blue-chip Euro STOXX 50 index rose 0.6 % to 3,072.75 points. Asian shares got off to a cautious start. Tokyo's Nikkei share average shed 0.9% after it climbed 1.5%.

World Indices Index

Value

% Change

16,072.54

+0.05

S&P 500

1,802.48

-0.13

NASDAQ EURO STO FTSE 100

3,994.57 3,072.75 6,694.62

+0.07 +0.55 +0.30

Nikkei 225 Hong Kong

15,483.49 23,725.93

-0.87 +0.18

DJl

Top Gainers Wall Street Update The Dow industrials eked out a slim gain on Monday to end at another record high, after the Nasdaq topped 4,000 for the first time in 13 years and then slipped to close below that level. he Nasdaq Composite Index added 2.924 points or 0.07%, to close 3,994.573. Earlier, the Nasdaq touched an intraday high at 4,007.093 - its first moved above 4,000 in 13 years. But the Nasdaq pulled back in late trading. The DJI average rose 7.77 points or 0.05 %, to end at 16,072.54, another nominal record closing high. Earlier, the Dow hit yet another all-time intraday high at 16,109.63. But the S&P 500 dipped 2.28 points or 0.13 %, to finish at 1,802.48. Previous day Roundup India's benchmark index, that is Sensex, was on fire, closing the day with gains of 387.69 points, courtesy US-Iran 'peace deal' on the nuclear issue. The index closed at 20,605.08, up 1.92%. India's NSE index rallied 2 % on Monday as a drop in global crude prices after Iran clinched a nuclear deal with world powers sparked hopes of reduced inflationary pressures and a narrower current account deficit at home. Index stats The Bankex and Bank Nifty both advanced 3.63% & 3.80% respectively. All the sectors advanced; Capital Goods [up 346.48pts], Oil & Gas [up 145.36pts], Realty [up 29.84pts], TECK [up 3.12pts], FMCG [up 133.89 pts], AUTO [up 242.95pts], PSU [up 126.86pts], Consumer Durables [up 39.46pts], Metals [up 95.72pts], Power [up 28.09pts], and Healthcare [up 41.94pts] except that of IT shares which were moved slightly down; IT [down 3.80pts].

Company

CMP

Change

% Chg

144.60

7.45

+5.43

1,073.85

53.30

+5.22

BPCL

347.45

14.60

+4.39

KOTAKBANK

746.70

30.10

+4.20

1,809.90

71.95

+4.14

CMP

Change

% Chg

149.80 3,331.00 118.20 850

1.05 16.60 0.20 0.85

-0.70 -0.50 -0.17 -0.10

Prev. Close

Change

%Chg

ABBOTINDIA

1,519.00

28.60

+1.92

BATAINDIA

1,053.35

2.80

+0.27

DICIND

282.60

47.10

+20.00

INFOTECENT

281.80

2.45

-0.86

PERSISTENT

889.00

17.85

+2.05

Prev. Close

Change

%Chg

111.20 74.00

2.35 1.45

-2.07 -1.92

CMP

Change

% Chg

6,115.35 20,605.08

+119.90 +387.69

+2.00 +1.92

BHEL ICICBANK

SBIN

Top Losers Company

NTPC INFY HINDALCO LUPIN

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

EXIDEIND JBFIND

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 26th NOVEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. INDUSIND BANK

STOCK RECOMMENDATION [CASH] 1. ESS DEE ALUMINIUM

INDUSIND BANK FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 425, We advise buying above 425 levels with strict stop loss of 415 for the targets of 435-445 levels.

ESS DEE ALUMINIUM is looking strong on charts. We advise buying above 535 levels with strict stop loss of 525 for the targets of 545-560levels.

2. LT

LT FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 1000, We advise buying around 1000-1005 levels with strict stop loss of 990 for the targets of 1015-1025 levels.

YOUR MINTVISORY

MACRO NEWS  The US-Iran “Peace Deal” led the Reserve Bank to extend the special forex swap window till December 31.  India's coking coal imports could see a double-digit % increase this year as a scarcity of high-quality iron ore after a mining ban is forcing steelmakers to use inferior grades that need more coal to process into steel.  RBI to sell Rs 1,000 crore inflation indexed bonds Tomorrow.  About USD 25 billion has been received from special concessional swap windows for deposits by nonresident Indians and overseas foreign currency borrowings by banks.  An all-party delegation from Maharashtra, along with the representatives of agitating farmers organizations, is scheduled to meet Prime Minister Manmohan Singh Today about various demands of the sugar industry.  Despite getting a poor response from the Finance Ministry may push for a 10% divestment in IOC.  The Reserve Bank of India will sell 140 billion rupees ($2.23 billion) of bonds on Nov. 29.

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DAILY REPORT FUTURE & OPTION

26th NOVEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,000

7.60

6,43,112

76,82,500

NIFTY

PE

6,100

27.25

6,28,212

47,48,650

NIFTY

PE

5,900

2.20

2,93,448

49,35,950

BANK NIFTY

PE

10,500

10.75

26,239

2,91.900

SBIN

PE

1,750

5.25

13,498

4,33,750

MCDOWELL-N

PE

2,500

26.50

4,612

2,99,250

AXISBANK

PE

1,100

8.40

3,387

2,59,250

INFY

PE

3,300

11.75

3,180

2,16,625

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  ITC sets up store locator to give sales a big push.  BSNL, PowerGrid & RailTel to get Rs 2,700 crore for optic fibre rollout  Vodafone India chief sees no hurdle for parent company to bid for 100% local stake.  Bombay High Court admits Etisalat plea for winding up of JV with DB group.  GVK Hancock, Aurizon to jointly develop rail line, coal terminal at Abbot Point.  TCS likely to open largest delivery centre in Hyderabad next fiscal. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,100

58.00

7,94,863

45,55,000

NIFTY

CE

6,200

14.80

5,45,824

60,70,650

NIFTY

CE

6,000

136.00

2,71,773

16,27,300

BANKNIFTY

CE

11,000

200.50

50,725

2,60,875

SBIN

CE

1,800

30.00

17,294

5,22,625

RELIANCE

CE

860

5.60

4,272

7,16,250

MCDOWELL-N

CE

2,600

78.05

7,842

3,82,625

ICICIBANK

CE

1,060

23.00

4,031

6,54,750

INFY

CE

3,400

7.35

3,417

2,54,250

Nifty Future closed in the green in the last trading session. We advise buying around 6060-6080 with strict stop loss of 6020 for the targets of 6125-6150 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

140889

4245.20

123324

3710.65

526139

16038.68

534.55

INDEX OPTIONS

659090

19856.54

632554

18976.41

1848389

56344.89

880.13

STOCK FUTURES

364061

9860.20

367019

9950.25

1179954

32135.36

-90.05

STOCK OPTIONS

50086

1393.88

51336

1417.59

79961

2198.50

-23.72

TOTAL

1300.90

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6004.05

6059.7

6091.6

6147.25

6179.15

NIFTYJUNIOR

12006.05

12090.8

12139.0

12223.75

12271.95

BANK NIFTY

10669.96

10876.68

10987.31

11194.03

11304.66

YOUR MINTVISORY

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DAILY REPORT 26th NOVEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP Oil prices hit the skids on Monday after Iran and six world powers sealed a deal curbing its nuclear program, a fillip for global economic growth. Brent crude oil prices fell 2 %. U.S. crude prices added 0.4 % to rise above $94.40 a barrel, recouping some of the previous session's 0.8 % decline following a weekend deal between the West and Tehran to halt Iran's most sensitive nuclear activities in exchange for some relief from crippling sanctions. Brent futures held near $111 a barrel on Tuesday as supply concerns crept back, with investors judging the historic deal between Iran and world powers would not result in an immediate increase in shipments from the OPEC member. U.S. Treasury debt prices inched higher on Monday after housing data proved weaker than expected, with a light economic slate for coming sessions because of the holidayshortened week.

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

US Copper futures rose to $3.26 per pound while LME Copper rose to $7099 per ton. China copper market remains buoyant due to a combination of scrap shortage and stock building. Weakness in crude oil prices pushed up copper prices from lows and the fact that the commodity is in extremely oversold position helped spur some buying activity this week. Drop in crude oil prices could spur growth and hence seen positive for metals demand. India gold futures edged down on Monday tracking bearish international cues, positive Asian equities, and firm Dollar. Continuing outflows from exchange-traded funds and concerns that US central bank may start withdrawing its monetary stimulus soon were seen putting pressure on the yellow metal prices in the global futures markets.

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

YOUR MINTVISORY

MCX gold for December delivery was seen trading with a loss of 0.43% at Rs.29712 per 10 grams as of 15.27 IST on Monday. Appreciation of Indian Rupee (INR) was seen pressuring the commodity movement to certain extent in the domestic market. Meanwhile, Comex gold futures on Monday declined below $1230 per troy ounce on concerns that US Central Bank may start withdrawing its monetary stimulus later this year on improving economic conditions in the United States.

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DAILY REPORT 26th NOVEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1376

-0.69

Castor Seed

4308

-0.99

Chana

3098

-0.26

Chilli

7358

+0.68

Coriander

7374

+2.82

Cotton Seed Oilcake

1414

+0.28

12630

-1.48

3791

-1.33

726.45

-0.83

5240

+0.27

Jeera Mustard seed Ref Soya Oil Turmeric NCDEX ROUNDUP SELL CASTORSEED JAN BELOW 4280 TG 4250,4210 SL 4320 BUY CASTORSEED JAN ABOVE 4390 TG 4420,4460 SL 4350

UP millers, govt meet today to end cane pricing impasse.

Fruit and vegetable farmers will have a platform to sell their produce at prices higher than current ones. And, for quality produce, they may even get a premium. This will be made possible by a joint initiative of the Small Agribusiness Farmers’ Consortium (SFAC) and the NCDEX Spot Exchange.

Soybean prices slumped by Rs 128 to Rs 3,862 per quintal in future trading yesterday as investors booked profits after recent upsurge. Traders booked profits on weak overseas markets cues which pulled down soybean prices in futures trade. At the National Commodity and Derivative Exchange, soybean for March contract dropped by Rs 128, or 3.21%, to Rs 3,862 per quintal with an open interest of 9,650 lots. Most active near January contract slipped by Rs 105.50, or 2.68%, to Rs 3,829.50 per quintal having an open interest of 1,18,200 lots. January contract also slid by Rs 86.50, or 2.20% to Rs 3,839 per quintal, clocking an open interest of 1,12,930 lots.

DHANIYA

SELL DHANIYA DEC BELOW 7290 TG 7260,7220 SL 7330 BUY DHANIYA DEC BELOW 7365 TG 7395,7435 SL 7325

YOUR MINTVISORY

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DAILY REPORT 26th NOVEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.5770 Yen-100

Euro

84.7000 GBP

JPY/INR

Rate

61.4300 101.4248

CURRENCY ROUNDUP The yen came off a six-month low against the dollar and a four-year trough versus the euro. The euro recoiled from a four-year high against the yen on Tuesday and retreated on the dollar as dovish comments from European Central bank officials deflated the high-flying currency. The dollar advanced against most major currencies on Monday after Iran agreed to halt its nuclear ambitions in a multilateral accord, which sparked relief buying for the U.S. currency as well as risk-on asset classes elsewhere. In U.S. trading on Monday, EUR/USD was down 0.28% at 1.3518.

SELL JPY/INR BELOW 61.30 TGTS 61.15, 61.00 SL 61.95. BUY JPY/INR ABOVE 62.30 TGTS 62.48, 62.69 SL 61.65. USD/INR

SELL USD/INR BELOW 62.28 TGTS 62.16, 61.96 SL 62.95. BUY USD/INR ABOVE 63.20 TGTS 63.37, 63.58 SL 62.60.

YOUR MINTVISORY

The partially convertible rupee closed at 62.50/51 per dollar compared to 62.87/88 on Friday. The unit moved in a 62.44 to 62.70 range during the session. The Indian rupee rose for a second consecutive session on Monday, boosted by dollar selling by corporate and custodian banks, although monthend dollar demand from oil firms could limit a sharp rally in coming days. Gains in the rupee tracked a rally in Indian shares as a drop in global crude prices after Iran clinched a nuclear deal with world powers sparked hopes of reduced inflationary pressures and a narrower CAD at home. The rally in shares comes as a bit of a reprieve for currency markets as well after worries foreign institutional investors were curbing their buying of stocks. FIIs were sellers of Indian stock futures for a fourth consecutive day on Friday, totaling 10.2 billion rupees ($163 million), as per regulatory and exchange data, while they sold cash shares on Thursday, snapping a 32-day buying streak. They were buyers of $2.65 million on Friday. J.P.Morgan estimated that state-run oil companies were sourcing 60 percent of their dollar demand since Oct. 18 in markets, and not from a special window provided by the central bank. In the offshore nondeliverable forwards, the one-month contract was at 62.93 while the three-month was at 64.02.

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DAILY REPORT 26th NOVEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

25/11/13

MCX GOLD

DEC.

SELL

29700

29600-29500

29800

BOOKED PROFIT

25/11/13

MCX SILVER

DEC

BUY

45100

45300-45500

44800

NOT EXECUTED

25/11/13

MCX SILVER

DEC

SELL

44200

44000-43700

44500

BOOKED PROFIT

25/11/13

NCDEX CASTOR SEED

JAN.

SELL

4330

4205-4265

4375

BOOKED PROFIT

25/11/13

NCDEX CASTOR SEED

JAN.

BUY

4380

4405-4445

4330

NOT EXECUTED

25/11/13

NCDEX DHANIYA

DEC.

BUY

7170

7200-7240

BOOKED FULLPROFIT

25/11/13

NCDEX DHANIYA

DEC.

SELL

7110

7180-7130

7120 7160

25/11/13

EUR/INR

NOV.

SELL

84.70

84.55-84.28

85.20

BOOKED FULL PROFIT

25/11/13

EUR/INR

NOV.

BUY

85.21

85.35-85.50

84.78

NOT EXECUTED

25/11/13

GBP/INR

NOV.

SELL

101.58

101.28-101.04

102.10

BOOOKED FULL PROFIT

25/11/13

GBP/INR

NOV.

BUY

102.15

102.30-102.45

101.62

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OP- Strategy TION

Entry Level

Target

NOT EXCUTED

Stop Loss

Remark

25/11/13

NIFTY

FUTURE

SELL

6050-6060

25/11/13

HDIL

FUTURE

SELL

45-46

43-42

48

SL TRIGGERED

25/11/13

MCDOWELL

FUTURE

BUY

2550

2590-2625

2500

BOOOKED FULL PROFIT

25/11/13

CMAHENDRA

CASH

BUY

232

242-252

222

NOT EXECUTED

6000-5950

6080

SL TRIGGERED

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

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

TUESDAY, NOV. 26 925,000 930,000 --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%

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

THURSDAY, NOV. 28 THANKSGIVING DAY NONE SCHEDULED

FRIDAY, NOV. 29 NONE SCHEDULED

Disclaimer The information and views in this report, our website & all the service we provide are believed to be reliable, but we do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. This material is for personal information and based upon it & takes no responsibility. The information given herein should be treated as only factor, while making investment decision. The report does not provide individually tailor-made investment advice. Epic research recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. Epic research shall not be responsible for any transaction conducted based on the information given in this report, which is in violation of rules and regulations of NSE and BSE. The share price projections shown are not necessarily indicative of future price performance. The information herein, together with all estimates and forecasts, can change without notice. Analyst or any person related to epic research might be holding positions in the stocks recommended. It is understood that anyone who is browsing through the site has done so at his free will and does not read any views expressed as a recommendation for which either the site or its owners or anyone can be held responsible for . Any surfing and reading of the information is the acceptance of this disclaimer. All Rights Reserved. Investment in equity & bullion market has its own risks. We, however, do not vouch for the accuracy or the completeness thereof. We are not responsible for any loss incurred whatsoever for any financial profits or loss which may arise from the recommendations above epic research does not purport to be an invitation or an offer to buy or sell any financial instrument. Our Clients (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Report or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions can be taken.

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