Special report by epic research 6 december 2013

Page 1

DAILY REPORT 06th DECEMBER. 2013

Global markets at a glance European shares extended losses early on Thursday as investors continued to trim positions in light of stronger economic data that has heightened worries over the potential for an early winding down of equity-friendly stimulus. Asian markets steadied on Friday as Japanese shares recouped early losses, though investors were pensive ahead of jobs data that could make or break the case for an imminent scaling back in U.S. stimulus. The Dow Jones industrial average .DJI slipped 68.26 points, or 0.43 percent, to end at 15,821.51. The Standard & Poor's 500 Index .SPX fell 7.78 points, or 0.43 percent, to finish at 1,785.04. The Nasdaq Composite Index .IXIC dropped 4.84 points, or 0.12 percent, to close at 4,033.17.

World Indices Index

Value

% Change

15,821.51

-0.43

S&P 500

1,785.03

-0.43

NASDAQ EURO STO FTSE 100

4,033.17 2,953.17 6,498.33

-0.12 -1.29 -0.18

Nikkei 225 Hong Kong

15,197.22 23,623.49

+0.13 -0.38

DJl

Top Gainers Company

CMP

Change

% Chg

IDFC

112.55

7.15

+6.78

ICICIBANK

1,136.9

70.65

+6.63

688

30.40

+4.62

1,087.10

47.85

+4.60

171.5

6.90

+4.19

CMP

Change

% Chg

576.5 2,41 854.00 308.7 565.00

14.35 39.35 12.20 4.15 7.00

-2.43 -1.61 -1.41 -1.33 -1.22

Prev. Close

Change

%Chg

CEATLTD

314.35

16.50

-4.99

CROPGREAV

127.25

5.15

-4.22

JSWSTEEL

930.00

1.70

-0.18

NAHARSPRING

113.00

0.55

-0.49

REPCOHOME

324.50

2.20

-0.67

Prev. Close

Change

%Chg

130.30 103.00

7.35 1.65

-5.34 -1.58

CMP

Change

% Chg

6,241.10 20,957.81

+80.15 +249.10

+1.30 +1.20

HDFCBANK LT

Wall Street Update U.S. stocks fell on Thursday, with the Dow and S&P 500 dropping for a fifth straight session after a round of mixed economic data left traders guessing as to when the Federal Reserve would begin to slow its stimulus program. Previous day Roundup The benchmark BSE index provisionally gained 1.16 percent, marking its highest close since Nov. 5, while the broader NSE index ended higher by 1.24 percent, earlier rising as much as 2.3 percent. Indian shares rose over 1 percent on Thursday to mark their highest close in a month, as stocks of blue chips, including lenders surged after exit polls predicted a strong showing for the key opposition party in state elections held recently. The election results are due on Sunday. Index stats The Bankex and Bank Nifty both advanced 4.44% & 4.56% respectively. Among the sartorial indices, the sectors went up are; Capital Goods [up 353.09pts], Oil & Gas [up 107.09pts], AUTO [up 45.60pts], PSU [up 87.34pts], Consumer Durables [up 21.57pts], Power [up 21.85pts], Metals [up 86.95pts], Realty [up 20.90pts], and the index slipped were; TECK [down 17.29pts], IT [down 42.80pts], and Healthcare [down 141.01pts], FMCG [down 60.39pts].

BHEL

Top Losers Company

SUNPHARMA DRREDDDY LUPIN ITC HINDUNILVR

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

DEN MANINFRA

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 06th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. YES BANK

STOCK RECOMMENDATION [CASH] 1. SAREGAMA INDIA LTD.

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 395, We advise buying around 392-395 levels with strict stop loss of 385 for the targets of 400-410 levels.

SAREGAMA INDIA LTD is looking strong on charts. We advise buying above 80 levels with strict stop loss of 75 for the targets of 85-90 levels.

2. HIND PETRO

MACRO NEWS  Indian Energy Exchange sees oversupply of electricity. The demand for electricity in Northern Region fell as much as 25%.  Royal Bank of Scotland and rating agency Standard & Poor's have been sued by a group of European institutional investors for damages of up to USD 250 million .  Foreign funds & private equity investors, putting money in debt as well as equity in India, were taken aback when India last month notified Cyprus as a "notified jurisdictional area" under Indian income-tax law.  M&M, the country's largest utility vehicle maker, is developing the world's first hybrid technology .  Reliance Retail will shut 16 of its 20 exclusive Apple iStores as several of them don't comply with the global store design specified by the maker of iPhones and iPads, which could disrupt the US company's bid to intensify sales efforts in India.  The RBI will soon introduce cash-settled interest rate futures on 10-year govt bonds and has also permitted exchanges to launch these derivatives in other smaller tenor securities in the future.  RBI to sell 150 bln rupees of government bonds.

HIND PETRO FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 222, We advise buying around 222-224 levels with strict stop loss of 218 for the targets of 228-230

YOUR MINTVISORY

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DAILY REPORT FUTURE & OPTION

06th DECEMBER. 2013

STOCKS IN NEWS  3 companies bid for Axis Bank’s swipe business.  Strides completes $1.75 bn sale of Agila to Mylan.  Cipla Holding BV, a wholly owned subsidiary of the company, has acquired 100% stake in Celeris.  Jubilant Life Sciences gets warning letter from USFDA.  JUSTDIAL to launch e-commerce services.  Cairn India to invest up to $750mn on KG-Basin over 5yrs.

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,000

43.55

2,12,207

53,39,750

NIFTY

PE

6,100

67.10

1,95,968

41,01,350

NIFTY

PE

6,200

100

1,89,923

40,62,350

BANK NIFTY

PE

11,000 140.40

15,422

2,29,450

ICICIBANK

PE

1,100

27.00

2,817

3,40,750

SBIN

PE

1,800

40.00

2,744

2,55,125

RELIANCE

PE

860

15.00

1,855

3,21,500

POWERGRI

PE

90

0.95

1,706

80,52,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,400

74.55

2,59,490

57,27,250

NIFTY

CE

6,500

42.70

2,33,943

58,01,800

NIFTY

CE

6,300

117.85

1,73,619

46,59,750

BANKNIFTY

CE

12,000

245.00

17,211

2,32,600

SBIN

CE

1,900

50.00

5,726

3,02,625

RELIACE

CE

880

19,05

3,205

4,40,000

UNITECH

CE

17

0.60

2,886 2,06,48,000

DLF

CE

160

6.35

2,343

12,23,000

BHEL

CE

170

6.50

2,332

12,58,000

Nifty Future closed in the green in the last trading session. We advise buying around 6240-6250 with strict stop loss of 6200 for the targets of 6280-6330.

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

91554

2860.97

66952

2089.21

469486

14667.95

771.76

INDEX OPTIONS

455524

14138.93

411265

12695.94

1732785

53915.26

1443.00

STOCK FUTURES

79791

2162.29

53029

1464.84

1092280

30434.91

697.44

STOCK OPTIONS

32061

861.96

31216

852.63

42543

1130.97

9.33

TOTAL

2921.53

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6189.33

6215.21

6257.88

6283.76

6326.43

NIFTYJUNIOR

12319.26

12364.58

12438.36

12483.68

12557.46

BANK NIFTY

11390.46

11527.78

11606.66

11743.98

11822.86

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 06th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP Indian gold premiums hit another record on Thursday, driven by lower supplies to meet firm demand for weddings, which will continue till May. Local prices were $150160 an ounce higher than London prices, Vs $125 earlier this week. spot gold was up 0.25% at $1,227.65 an ounce. Nymex crude was off 5 cents at $97.33. Brent crude was off 4 cents at $110.94, but again still up for the week. Brent crude oil futures fell and U.S. crude oil futures gained for a fifth straight session on Thursday, narrowing the gap between the two benchmarks to a two-week low as positive U.S. economic data hinted at a resurgence of demand for oil in the world's largest consumer. Global coking coal supply is expected to remain stable in Dec 2013 amid dry weather in major coal producing regions of Australia. However, a slight rise in spot supply is expected as sellers prepare to close their books for the year.

TRADING STRATEGY: BUY SILVER MAR ABOVE 44920 TGT 45120/45420 SL 44620 SELL SILVER MAR BELOW 44290 TGT 44090/43790 SL 44590 GOLD

Tracking a weak global trend, silver prices moved down by 1.08% to Rs 44,590 per kg in futures trade yesterday as speculators partially offloaded positions. At MCX silver for delivery in March 2014 moved down by Rs 487, or 1.08% to Rs 44,590 per kg in business turnover of 537 lots. Similarly, the white metal for delivery in current month declined by Rs 343, or 0.83%, to Rs 43,468 per kg in 7 lots. Speculators trimmed positions in tandem with a weak global trend, mainly weighed on the silver prices at futures trade. Meanwhile, silver fell by 0.40% to $19.61 an ounce in Singapore. It dropped to $18.90 yesterday, the lowest since July 8. Copper prices fell by 0.88% to Rs 447.35 per kg in futures trade yesterday as speculators trimmed their positions. At MCX, copper for delivery in February fell Rs 3.95, or 0.88%, to Rs 447.35 per kg in business turnover of 1,942 lots. Meanwhile, copper fell 0.40% to $7,065 a tonne on the London Metal Exchange.

TRADING STRATEGY: BUY GOLD FEB ABOVE 29450 TGT 29530/29630 SL 29350 SELL GOLD FEB BELOW 29160 TGT 29060/28940 SL 29280 YOUR MINTVISORY

Taking cues from global markets and subdued spot demand, lead prices eased by 0.58% to Rs 129.25 per kg in futures trade yesterday as speculators indulged in reducing exposures. At MCX lead for delivery in January next year fell by 75 paise, or 0.58%, to Rs 129.25 per kg in business turnover of 39 lots.

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DAILY REPORT 06th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1351

+0.48

Castor Seed

4332

-0.64

Chana

2913

-1.09

Chilli

6648

+1.93

Coriander

7475

-0.59

Cotton Seed Oilcake

1417

+0.50

12405

-0.36

3712

-0.72

701

-1.11

4980

-1.97

Jeera Mustard seed Ref Soya Oil Turmeric SELL CASTORSEED BELOW 4320 TGTS 4290/4240 SL 4370 BUY CASTORSEED ABOVE 4370 TGTS 4400/4450 SL 4320 DHANIYA

NCDEX ROUNDUP India Rubber Board demands ban on Rubber import. Suggestion raised was to raise the import duty to 25 per cent without imposing any cap on the maximum limit. The members also urged the Central and State governments to implement a scheme for joint procurement of rubber. It was also suggested that the purchase tax of 5 per cent levied by the Kerala Government be reduced. Chana prices moved down by 0.34% to Rs 2,935 per quintal in futures market yesday as speculators trimming their positions, tracking a weak trend at spot market on sluggish demand against increased supplies. Expectations of better output this season on favorable weather conditions also put pressure on chana prices. At NCDEX chana for delivery in December declined by Rs 10, or 0.34% to Rs 2935 per quintal with an open interest of 60710 lots.

SELL DHANIYA BELOW 7450 TGTS 7420/7370 SL 7500 BUY DHANIYA ABOVE 7600 TGTS 7630/7670 SL 7550

YOUR MINTVISORY

India nutrient food consumption falls 40% due to inflation, healthy eating costly. a marked improvement in yields and lower reliance on imports have kept a leash on pulses prices. Slowing income growth and a likely moderation in demand for pulses have helped too.

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DAILY REPORT 06th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.6895 Yen-100

Euro

84.0690 GBP

GBP/INR

SELL GBP/INR BELOW 101.20 TGTS 101.07,100.80 SL 101.65. BUY GBP/INR ABOVE 101.95 TGTS 102.12,102.38 SL 101.45. EUR/INR

Rate

60.4400 101.0782

CURRENCY ROUNDUP The Indian rupee rose to a five-week high against the dollar and stocks jumped more than 2 percent to near record highs on Thursday as exit polls predicted a strong showing for the key opposition party in recent state elections. The rupee rose to as high as 61.52 against the dollar, its strongest level since Oct 31. It was last trading at 61.56/57 compared to its 62.05/06 close on Wednesday. Economic data has also turned more favorable, with data this week showing the current account deficit narrowed to 1.2 percent of gross domestic product, the smallest deficit since the June quarter of 2009. The single currency was up at $1.3663 having finally smashed through tough resistance at $1.3620. The next chart target was $1.3705/18, which would not be too distant from the 2013 peak of $1.3832. Against the yen, it edged up to 139.24, but struggled to break above a fiveyear peak of 140.03 set earlier in the week. The dollar was mixed against the other major currencies on Thursday, as markets were jittery ahead of a string of U.S. economic reports, as well as policy statements by the European Central Bank and the Bank of England. During European morning trade, USD/JPY slipped 0.25% to 102.10. The euro traded at five-week highs against the dollar early in Asia on Friday, having powered higher overnight after the European Central Bank gave no fresh indication that it would ease policy anytime soon.

SELL EUR/INR BELOW 84.00 TGTS 83.85, 83.67 SL 84.45. BUY EUR/INR ABOVE 84.75 TGTS 84.96, 85.16 SL 84.30.

YOUR MINTVISORY

The Reserve Bank of India said on Thursday it accepted all 12 bids for 80.62 billion rupees at its one-day reverse repo auction through which it absorbs excess liquidity from the banking system. It had accepted all 4 bids for 12.49 billion rupees at its one-day repo auction through which it injects liquidity into the banking system. Indian banks' refinancing with RBI falls to 140.95 billion rupees. Indian banks' cash balances with RBI fall to 3.17 trillion rupees.

Call us at +91-731-6642300


DAILY REPORT 06th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

05/12/13

MCX GOLD

FEB.

BUY

29790

29870-29970

29690

NOT EXECUTED

05/12/13

MCX GOLD

FEB.

SELL

29280

29200-29100

29380

BOOKED FULL PROFIT

05/12/13

MCX SILVER

MAR

BUY

45450

45650-45950

45150

NOT EXECUTED

05/12/13

MCX SILVER

MAR

SELL

44300

44100-43800

44600

BOOKED PROFIT

05/12/13

NCDEX CASTOR SEED

JAN.

SELL

4340

4310-4260

4390

BOOKED PROFIT

05/12/13

NCDEX CASTOR SEED

JAN.

BUY

4425

4455-4495

4485

NOT EXECUTED

05/12/13

NCDEX DHANIYA

DEC.

BUY

7550

7580-7630

7500

BOOKED PROFIT

05/12/13

NCDEX DHANIYA

DEC.

SELL

7460

7430-7380

7510

NO PROFIT NO LOSS

05/12/13

USD/INR

DEC.

SELL

62.42

62.30-62.16

62.82

NOT EXECUTED

05/12/13

USD/INR

DEC.

BUY

62.95

63.12-63.28

62.55

NOT EXECUTED

05/12/13

EUR/INR

DEC.

SELL

84.80

84.67-84.50

85.25

NOT EXECUTED

05/12/13

EURINR

DEC.

BUY

85.52

85.65-85.84

85.10

NOT EXECUTED

Date

Scrip

CASH/FUTURE

Strategy

Entry Level

Target

Stop Loss

Remark

05/12/13

NIFTY

FUTURE

SELL

6170

6150-6120

6195

NOT EXECUTED

05/12/13

BOB

FUTURE

BUY

660

668-678

650

BOOKED FULL PROFIT

05/12/13

GODREJIND

FUTURE

SELL

272

269-264

277

NOT EXECUTED

05/12/13

CAN BANK

CASH

BUY

250

253-258

245

BOOKED FULL PROFIT

US ECONOMIC REPORT TIME (ET)

REPORT

8:30 AM

WEEKLY JOBLESS CLAIMS

8:30 AM

GDP REVISION

10 AM

FACTORY ORDERS

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

THURSDAY, DEC. 05 11/30

N/A

N/A

3Q

3.1%

2.8%

OCT.

-0.7%

1.7%

FRIDAY, DEC. 06 8:30 AM

NONFARM PAYROLLS

NOV.

180,000

204,000

8:30 AM

UNEMPLOYMENT RATE

NOV.

7.2%

7.3%

8:30 AM

PERSONAL INCOME

OCT.

0.3%

0.5%

8:30 AM

CONSUMER SPENDING

OCT.

0.2%

0.2%

8:30 AM

CORE PCE PRICE INDEX

OCT.

0.1%

0.1%

9:55 AM

UMICH CONSUMER SENTIMENT INDEX

DEC.

74.0

72.0

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YOUR MINTVISORY

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