Special report by epic research 27 november 2013

Page 1

DAILY REPORT 27th NOVEMBER. 2013

Global markets at a glance European shares lacked the momentum to extend a rally to multi-year highs on Tuesday, a mixed outlook for corporate earnings underlined by downbeat signals. On Tuesday, the food and beverage sector fared the worst, down 0.7 percent. The FTSEurofirst 300 index of top European shares lost 0.6 percent to 1,294.03 points, in volumes that were nearly 15 percent larger than the index's daily average volumes of the past 90 days. The euro zone's blue-chip Euro STOXX 50 index fell 0.3 percent, to 3,062.62 points. Asian share markets nudged into the red on Wednesday following an uninspiring performance by Wall Street, while a dip in the dollar against the yen prompted profit-taking on Japanese stocks. Wall Street Update The Nasdaq composite index closed above 4,000 on Tuesday for the first time since 2000, while the Dow and S&P ended barely changed. The Dow Jones industrial average ended up 0.26 point to 16072.80. The Standard & Poor's 500 Index gained 0.27 point, or 0.01 percent, to 1,802.75. The Nasdaq Composite Index rose 23.18 points, or 0.58 percent, to 4,017.75. The S&P 500 has risen nearly 27 percent this year, primarily bolstered by expectations the Federal Reserve's stimulus will continue at least until the end of the year. Previous day Roundup The Nifty broke out of intraday range on the lower side in the last half an hour of trade and closed near 6,050 level as institutional investors booked profit in banks, oil & gas and FMCG space. The rally fuelled by Iran nuke deal came to a grinding halt. The Sensex ends down 180.06 points at 20425.02, and the Nifty ends at 6059.10, down 56.25 points. Bank, oil and realty stocks lead the decline. About 1047 shares advanced, 1449 shares declined, and 137 shares were unchanged.

World Indices Index

Value

% Change

16,072.80

0.00

S&P 500

1,802.75

+0.01

NASDAQ EURO STO FTSE 100

4,017.75 3,062.62 6,636.22

+0.58 -0.33 -0.87

Nikkei 225 Hong Kong

15,463.00 23,666.66

-0.34 -0.06

DJl

Top Gainers Company

CMP

Change

% Chg

LUPIN

867.00

16.40

+1.93

BHEL

147.00

2.70

+1.87

SSLT

177.00

2.45

+1.40

HINDUNILVR

587.95

6.95

+1.20

2,050.00

23.65

+1.17

CMP

Change

% Chg

324.00 608.50 126.40 1,045.40 322.80

23.40 24.55 4.55 29.20 8.30

-6.74 -3.88 -3.47 -2.72 -2.51

Prev. Close

Change

%Chg

APTECHT

73.40

1.05

-1.41

ARVINREM

55.25

0.80

-1.43

339.10

56.50

+19.99

4,340.00

137.35

+3.27

41.00

1.50

-3.53

Prev. Close

Change

%Chg

306.00 25.00

1.75 2.60

-0.57 -9.42

CMP

Change

% Chg

6,059.10 20,425.02

-56.25 -180.06

-0.92 -0.87

HEROMOTOCO

Top Losers Company

BPCL BAKBARODA NMDC ICICBANK CAIRN

Stocks at 52 Week’s high Symbol

DICIND EICHERMOT ICIL

Index stats The Bankex and Bank Nifty both declined 1.52% & 1.57% respectively. All the sectors declined Oil & Gas [down 105.09pts], Realty [down 12.29pts], TECK [down 25.11pts], IT [down 24.26pts], FMCG [down pts], Metals [down 66.92pts, PSU [down 77.81pts], Consumer Durables [down 50.39pts], and Healthcare [down 73.51pts], except Capital Goods [up pts], AUTO [up 59.77pts], ]Power [up 5.81pts] which were moved slightly up.

Stocks at 52 Week’s Low Symbol

BALMLAWRIE EDELWIESS

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 27th NOVEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. YESBANK

YES BANK FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 362, We advise buying above 362 levels with strict stop loss of 355 for the targets of 369-375 levels. 2. TATA MOTORS

TATA MOTOR FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 390, We advise buying around 388-390 levels with strict stop loss of 384 for the targets of 395-399 levels.

YOUR MINTVISORY

STOCK RECOMMENDATION [CASH] 1.TORRENT POWER

TORRENT POWER is looking strong on charts. We advice buying above 123 levels with strict stop loss of 120 for the targets of 126-129 levels. MACRO NEWS  Petroleum Minister is confident of resolving the issue of securing $135 million in bank guarantees from Reliance Industries within a fortnight to enable the company to charge higher gas price from April 1.  Aditya Birla Group aims to hike stake in group companies. The company may spend Rs 6,000 crore for stake hike. It is looking to hike stake in Hindalco and Grasim to 40-45 percent.  Infosys will focus on reducing costs by trimming the number of senior employees and subcontractors  Indian GDP data release on Friday.  The govt may trim planned expenditure by over Rs 80,000 crore or about 15 percent of the budgeted amount in the current fiscal.  India's stock market regulator issued draft rules yesterday to allow listed companies to make frequent debt issuances after filing for a shelf prospectus.  Factor to watch today- India weekly t-bill sale.  RBI received no bids at its one-day reverse repo auction through which it absorbs excess liquidity from the banking system. It had accepted all 62 bids for 404.55 billion rupees at its one-day repo auction through which it injects liquidity into the banking system.

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DAILY REPORT FUTURE & OPTION

27th NOVEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,100

54.95

7,47,707

39,04,650

NIFTY

PE

6,000

14.30

5,57,,068

69,91,350

NIFTY

PE

5,900

3.20

1,95,815

44,63,300

BANK NIFTY

PE

11,000 136.00

43,147

1,70,200

SBIN

PE

1,800

25.30

12,645

2,54,125

MCDOWELL-N

PE

2,500

14.35

8,240

3,24,375

INFY

PE

3,300

15.00

3,182

1,86,750

AXISBANK

PE

1,100

7.00

2,561

2,67,000

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  Bharti Airtel is looking to raise up to $1 billion by selling bonds mainly to European investors.  Cairn, which is sitting on a cash pile of about USD 3 billion is buying 17.09 crore shares or 8.9 percent of the total shareholding, from open market at no more than Rs 335 a piece.  Coal India Limited has identified 126 new projects to take up during the 12th Plan period with an estimated capacity of 438.04 mn tons. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

Strike Price

NIFTY

CE

6,400

NIFTY

CE

6,100

21.50

7,48,725

5,34,550

NIFTY

CE

6,200

3.30

4,99,680

70,68,100

NIFTY

CE

6,300

0.60

1,97,977

53,02,900

BANKNIFTY

CE

11,200

26.15

35,624

1,71,000

SBIN

CE

1,800

14.80

14,993

6,67,250

MCDOWELL-N

CE

2,600

42.00

12,119

4,25,125

BHEL

CE

150

1.40

4,894

24,68,000

RELIANCE

CE

860

2.00

6,154

9,34,500

Nifty Future closed in the red in the last trading session. We advise selling around 6110-6130 with strict

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

141352

4244.24

141881

4260.24

530316

15947.88

-16.00

INDEX OPTIONS

576792

17316.30

586868

17632.72

1846437

55760.13

-316.42

STOCK FUTURES

433057

11584.95

445854

12074.55

1205345

32680.23

-489.60

STOCK OPTIONS

53708

1522.55

52245

1480.70

79432

2159.06

41.85

TOTAL

-780.17

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6008.23

6033.66

6073.18

6098.61

6138.13

NIFTYJUNIOR

12029.68

12081.66

12155.23

12207.21

12280.78

BANK NIFTY

10738.58

10823.96

10978.68

11064.06

11218.78

YOUR MINTVISORY

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DAILY REPORT 27th NOVEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 45500 TGTS 45700/46000 SL 45150 SELL SILVER BELOW 44300 TGTS 44100/43900 SL 45650 GOLD

COMMODITY ROUNDUP Snapping its two-day fall, gold prices yesterday soared by Rs 575 to Rs 31,625 per ten gram on fresh buying by stockists at current lower levels for the ongoing marriage season amid a firming global trend. Gold in Singapore, which normally sets price trend on the domestic front, rose by 0.6 per cent to $1,258.30 an ounce. Silver prices also shot up by Rs 790 to Rs 45,790 per kg on increased off take by jeweler fabricators and industrial units. Oil rose ahead of a US supply report that might show an improvement in demand. Benchmark US crude for January delivery was up and trading around USD 94.5 a barrel. The contract had fallen on Monday after a deal between Iran and six world powers on the country's nuclear program raised hopes that sanctions stifling Iran's oil exports would soon be lifted. 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. The deal halts Iran's most sensitive nuclear activity and suspends some sanctions by the West, but caps exports from the country at the current level of about 1 million barrels per day (bpd). That means a fragile supplydemand balance as markets also cope with oil export losses from Libya. India crude oil futures rebounded form earlier losses on short covering and tracking a slight up-tick on NYMEX crude oil futures. However, appreciation of Indian Rupee against US Dollar may have limited further gains in the commodity futures to certain extent. Crude oil futures for December delivery on India's Multi Commodity Exchange (MCX) was seen trading with a gain of 0.49% at Rs.5923 per barrel as of 16.42 IST on Tuesday. NYMEX crude oil for January delivery was seen trading with a gain of 23 cents at $94.32 per barrel as of 17.04 IST on Tuesday.

TRADING STRATEGY: BUY GOLD ABOVE 30500 TGTS 30600/30750 SL 30350 SELL GOLD BELOW 30040 TGTS 29940/29850 SL 30230 YOUR MINTVISORY

India produced 22018.083 Thousand Metric Tons (TMT) of crude oil in April-October period this year compared to 22283.565 TMT in the same period last year. In October, the country produced 3179.405 TMT of crude oil, declined 0.8% compared to the same month last year. MCX copper for December delivery was seen trading with a gain of 0.11% at Rs.444.50 per kilogram as of 16.48 IST on Tuesday.

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DAILY REPORT 27th NOVEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1373

+0.04

Castor Seed

4341

+0.86

Chana

3064

-1.13

Chilli

7408

+0.82

Coriander

7572

+2.99

Cotton Seed Oilcake

1399

-1.20

12757.5

+0.75

3781

-0.29

722.35

-0.52

5294

+1.03

Jeera Mustard seed Ref Soya Oil Turmeric SELL CASTORSEED JAN BELOW 4280 TG 4250,4210 SL 4320 BUY CASTORSEED JAN ABOVE 4350 TG 4380,4390 SL 4310 DHANIYA

SELL DHANIYA DEC BELOW 7470 TG 7440,7400 SL 7510 BUY DHANIYA DEC ABOVE 7660 TG 7690,7730 SL 7620

YOUR MINTVISORY

NCDEX ROUNDUP NCDEX, the leading agri commodities exchange, yesterday re-launched its Crude Palm Oil (CPO) futures contract. This contract is available for trading from yesterday, Tuesday, November 26, 2013. The crude palm oil futures would complete the basket of oil and oilseeds futures on NCDEX platform. To begin with, the exchange has launched Dec-13, Jan -14, Feb-14 & March-14 expiry contracts. During the early trade, the market participants have shown positive response to the new development. There has been a significant gap between demand and supply of edible oil in India, because of limited availability of oil seeds and shifting of acreage to other crops in the domestic market. Rice exports will likely fare better than expected, as demand for Thai rice should become more active next month, says the Thai Rice Exporters Association. Thailand's highquality, 100% grade B (fob vessel, Bangkok) milled rice for export was quoted at US$434 a tonne for the week ending Nov 11, down by $30 from the week ending Sept 9 and the lowest since January 2008.In contrast, price quotes from Vietnam have increased since early September due mostly to recent large sales to the Philippines and China.

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DAILY REPORT 27th NOVEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.4470 Yen-100

Euro

84.5040 GBP

USD/INR

SELL USD/INR BELOW 62.25 TGTS 62.09, 61.95 SL 62.85. BUY USD/INR ABOVE 62.91 TGTS 63.09, 63.25 SL 62.20. EUR/INR

Rate

61.5100 100.8644

CURRENCY ROUNDUP The rupee was looking up against the US dollar as it traded at 62.44 compared to yesterday's close of 62.50. The dollar wallowed at one-week lows against a basket of major currencies on Wednesday, undermined by lower Treasury yields after a batch of data failed to sway markets one way or the other over when the Federal Reserve will scale back stimulus. U.S. Treasuries prices held onto gains on Tuesday after the Treasury sold $35 billion in five-year notes to solid demand, the second of three sales of $96 billion in new coupon-bearing debt this week. The dollar weakened against most major currencies on Tuesday after a widely-watched gauge of U.S. consumer confidence disappointed investors and bolstered ongoing expectations for the Federal Reserve to keep its dollarweakening monetary stimulus programs in place through early 2014. Stimulus tools such as the Fed's USD85 billion in monthly bond purchases aim to drive recovery by pushing down long-term interest rates, weakening the dollar as long as they remain in effect. In U.S. trading on Tuesday, EUR/ USD was up 0.39% at 1.3570. The dollar was down against the yen, with USD/JPY down 0.37% at 101.30, and down against the Swiss franc, with USD/CHF down 0.57% at 0.9066. The dollar was up against its cousins in Canada, Australia and New Zealand, with USD/ CAD up 0.02% at 1.0546, AUD/USD down 0.33% at 0.9132 and NZD/USD trading down 0.04% at 0.8204.

SELL EUR/INR BELOW 84.15 TGTS 83.99, 83.82 SL 84.85 BUY EUR/INR ABOVE 85.00 TGTS 85.18, 85.32 SL 84.35

YOUR MINTVISORY

The dollar index, which tracks the performance of the greenback versus a basket of six other major currencies, was down 0.35% at 80.67. On Wednesday, the U.S. is to release data on durable goods orders, a report on manufacturing activity in the Chicago region and revised data on consumer sentiment. The Labor Department is to release the weekly report on initial jobless claims one day ahead of schedule due to Thursday's Thanksgiving holiday.

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DAILY REPORT 27th NOVEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

26/11/13

MCX GOLD

DEC

BUY

30500

30600-30750

30350

NOT EXECUTED

26/11/13

MCX GOLD

DEC.

SELL

30150

30050-29950

30330

BOOKED PROFIT

26/11/13

MCX SILVER

DEC

BUY

45500

45700-46000

45150

NOT EXECUTED

26/11/13

MCX SILVER

DEC

SELL

44800

44600-44300

45150

BOOKED FULL PROFIT

26/11/13

NCDEX CASTOR SEED

JAN.

SELL

4280

4250-4210

4320

NOT EXECUTED

26/11/13

NCDEX CASTOR SEED

JAN.

BUY

4390

4420-4460

4350

NOT EXECUTED

26/11/13

NCDEX DHANIYA

DEC.

BUY

7365

7395-7435

7325

BOOKED FULL PROFIT

26/11/13

NCDEX DHANIYA

DEC.

SELL

7290

7260-7220

7330

NOT EXECUTED

26/11/13

USD/INR

NOV.

SELL

62.28

62.16-61.96

62.95

CLOSED AT LOSS

26/11/13

USD/INR

NOV.

BUY

63.20

63.37-63.58

62.60

NOT EXECUTED

26/11/13

JPY/INR

NOV.

BUY

62.30

62.48-62.69

61.65

NOT EXECUTED

26/11/13

JPY/INR

NOV.

SELL

61.30

61.15-61.00

61.95

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

26/11/13

NIFTY

FUTURE

BUY

26/11/13

INDUSINDBK

FUTURE

BUY

26/11/13

LT

FUTURE

BUY

26/11/13

ESS DEE

CASH

BUY

535

Target

6060-6080

Stop Loss

Remark

6125-6150

6020

CALL OPEN

425

435-445

415

SL TRIGGERED

1000-1005

1015-1025

990

BOOKED PROFIT

545-560

525

NOT EXECUTED

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

8:30 AM

WEEKLY JOBLESS CLAIMS

11/23

N/A

N/A

8:30 AM

DURABLE GOODS ORDERS

OCT.

-1.8%

3.8%

9:45 AM

CHICAGO PMI

NOV.

63.0

65.9

10 AM

UMICH CONSUMER SENTIMENT INDEX

NOV.

73.0

72.0

10 AM

LEADING ECONOMIC INDICATORS

OCT.

--

0.7%

WEDNESDAY, NOV. 27

THURSDAY, NOV. 28 THANKSGIVING DAY NONE SCHEDULED

FRIDAY, NOV. 29 NONE SCHEDULED

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