Special report by epic research 9 december 2013

Page 1

DAILY REPORT 09th DECEMBER. 2013

Global markets at a glance Global equity markets surged. European equities rose on Friday, snapping their longest losing streak in six months. The FTSEurofirst 300, which had been flat just before the data on worries that the Fed could taper its bond purchases as soon as this month, turned higher to close up 0.7 percent at 1,270.38 points. Hong Kong shares ended slightly up on Friday, The Hang Seng Index finished up 0.1 percent at 23,743.1 points in volatile trade, while the China Enterprises Index of the top offshore Chinese listings in Hong Kong slipped 0.2 percent. The Dow Jones industrial average .DJI rose 198.69 points, or 1.26%, to 16,020.2. The S&P 500 .SPX gained 20.06 points, or 1.12%, to 1,805.09 and the Nasdaq Composite. IXIC added 29.356 points, or 0.73%, to 4,062.521.

World Indices Index

Value

% Change

16,020.20

+1.26

S&P 500

1,805.09

+1.12

NASDAQ EURO STO FTSE 100

4,062.52 2,979.52 6,551.99

+0.73 +0.91 +0.83

Nikkei 225 Hong Kong

15,299.86 23,743.10

+0.81 +0.13

DJl

Top Gainers Company

CMP

Change

% Chg

TATAPOWER

83.05

5.55

+6.65

292.00

12.05

+4.30

149.5

5.65

+3.93

1,288.50

47.00

+3.79

602.80

20.65

+3.79

CMP

Change

% Chg

815.7 435.05 120.5 3,327.00

11.75 5.25 1.25 24.30

-1.42 -1.19 -1.03 -0.73

Prev. Close

Change

%Chg

AMARAJABAT

344.70

16.45

+5.01

BIOCON

403.10

11.15

+2.84

626.5

35.5

+6.01

129.75

2.5

+1.96

127.8

9.7

+8.21

Prev. Close

Change

%Chg

1,047.7

3.80

-0.36

CMP

Change

% Chg

6,259.90 20,986.53

+18.80 +38.72

+0.30 +0.18

COALINDIA NTPC AXISBANK

Wall Street Update U.S. stocks rose for the first time in six days after American employers added more jobs than forecast and the jobless rate dropped to the lowest since 2008. Stocks on Wall Street surged, with the Nasdaq setting a record intraday high for the year and the Dow and S&P rising more than 1%. Previous day Roundup The market closed flat amid consolidation on Friday with the Sensex hovering around 21,000 level as investors are cautious ahead of state polls results due on December 08 and US jobs data. The Sensex rose 38.72 points to 20,996.53 and the Nifty climbed 18.80 points to 6,259.90 while the broader markets outperformed benchmarks. The BSE Midcap and Smallcap indices rose 0.5 percent and 0.4 percent, respectively. Index stats The Bankex and Bank Nifty both advanced 0.49% & 0.47% respectively. Among the sartorial indices all the sectors were up; Capital Goods [up 82.14pts], Oil & Gas [up 31.97pts], AUTO [up 55.60pts], PSU [up 93.11pts], Consumer Durables [up 71.42pts], Metals [up 86.95pts]Realty [up 2.78pts], TECK [up 0.64pts], Power [up 37.87pts], Healthcare [up 32.26pts], FMCG [up 18.23pts]. the index slipped was IT [down 4.81pts].

YOUR MINTVISORY

PNB

Top Losers Company

HDFC RANBAXY HINDALCO INFY

Stocks at 52 Week’s high Symbol

CERA CROMPGREAV ESCORTS

Stocks at 52 Week’s Low Symbol

BEL --

Indian Indices Company NIFTY SENSEX

Call us at +91-731-6642300


DAILY REPORT 09th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. AXIS BANK

STOCK RECOMMENDATION [CASH] 1. HITACHI HOME

AXIS BANK FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 1280, We advise buying around 1280-1290 levels with strict stop loss of 1260 for the targets of 13201340 levels.

HITACHI HOME is looking strong on charts. We advise buying above 156 levels with strict stop loss of 148 for the targets of 164-170 levels.

2. TATA POWER

MACRO NEWS  Indo-Canada trade likely to touch $15 billion by 2015.  The Finance Ministry released a document detailing government debt and issuance of securities over the past ten years.  U.S. jobs data gave investors confidence the economy is strong enough to withstand an expected reduction in Federal Reserve stimulus. Consumer spending increased 0.3% in October, or one-tenth of a percentage point more than expected, after rising 0.2% in Sept.  U.S. Consumer Credit rose to a seasonally adjusted 18.19B, from 16.29B in the preceding month whose figure was revised up from 13.74B. Analysts had expected U.S. Consumer Credit to rise 14.50B last month  The central government has stepped in to resolve the sugar crisis in Uttar Pradesh. The govt has announced loans to worth Rs 7,200 crore for sugar mill owners. They will get an interest subvention of 12 percent for these loans which will used to pay sugar cane farmers for procurement. The government also announced some sops to maximize the production of raw sugar.

TATA POWER FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 87, We advise buying around 87- 88 levels with strict stop loss of 85 for the targets of 90-92 levels.

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT FUTURE & OPTION

09th DECEMBER. 2013

STOCKS IN NEWS  Cairn India bids for one block in Sri Lanka.  Lupin launches generic Fenofibric Acid capsules in US.  FIPB meeting on Vodafone proposal postponed to Dec 9. Vodafone to buy out India partners for Rs 10,000 cr.  Apollo to invest Rs 960 cr into Avantha Holdings.  NGO to challenge green nod to Gujarat Pipavav. NIFTY FUTURE

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,000

37.45

1,67,592

55,74,850

NIFTY

PE

6,100

58.75

1,52,198

39,64,100

NIFTY

PE

6,200

87.85

1,40,084

47,70,800

BANK NIFTY

PE

11,000 129.50

10,061

2,57,525

POWERGRID

PE

90

0.90

SBIN

PE

1,800

36.10

1,968

2,68,875

RELIANCE

PE

860

14.60

1,666

2,84,250

AXISBANK

PE

1,200

21.10

1,616

2,68,250

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

4,957 1,03,94,000

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,500

58.90

2,46,740

66,65,550

NIFTY

CE

6,400

96.5

2,00,350

64,34,400

NIFTY

CE

6,300

145.2

1,57,251

52,98,750

BANKNIFTY

CE

12,000

323.4

16,646

2,37,800

POWERGRI

CE

95

2.40

5,144

74,22,000

SBIN

CE

1,900

58.00

4,501

3,05,375

AXISBANK

CE

1,300

50.25

2,360

2,35,500

RELIANCE

CE

880

19.55

2,208

4,28,750

MCDOWELL-N

CE

2,600

73.80

1,823

1,48,125

Nifty Future closed in the green in the last trading session. We advise buying around 6270-6290 with strict stop loss of 6250 for the targets of 6320-6350 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

42921

1338.96

43516

1357.05

470675

14763.91

-18.08

INDEX OPTIONS

312423

9652.44

334718

10386.20

1769360

55223.21

-733.76

STOCK FUTURES

54614

1496.77

65162

1812.77

1108192

31000.27

-316.00

STOCK OPTIONS

21943

626.13

23452

664.43

45488

1225.47

-38.30

TOTAL

-1106.15

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6210.73

6235.31

6255.33

6279.91

6299.93

NIFTYJUNIOR

12343.43

12391.81

12432.53

12480.91

12521.63

BANK NIFTY

11498.96

11609.58

11690.11

11800.73

11881.26

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 09th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 44500 TGTS 44750/45050 SL 44200 SELL SILVER BELOW 43850 TGTS 43600/43300 SL 44150 GOLD

COMMODITY ROUNDUP India gold futures edged lower, crude oil recorded a steep fall due to profit booking while copper rose on Friday amid weak global cues and firm Indian Rupee. Gold futures for February delivery on India's MCX was seen trading with a loss of 0.35% at Rs.29104 per 10 grams as of 17.39 IST on Friday. U.S. gold futures for February delivery underperformed spot prices, to settle down $2.90 at $1,229. MCX Copper for February delivery was seen trading with a positive note. MCX copper for February delivery was seen trading with a gain of 0.42% at Rs.449 per kilogram as of 17.47 IST on Friday. Tracking a weak global trend, copper prices fell by 0.18% to Rs 446.30 per kg in futures trade on Friday as speculators offloaded positions. At the MCX, copper for delivery in February next year fell 80 paisa, or 0.18%, to Rs 446.30 per kg in business turnover of 642 lots. Similarly, the metal for delivery in April 2014 contracts traded lower by 65 paisa, or 0.14%, to Rs 452.50 per kg in 15 lots. Meanwhile, copper fell 0.2% to $7,057 a tonne on the London Metal Exchange. MCX Crude Oil December contract edged lower on Friday due to profit booking. MCX crude oil for February delivery was seen trading with a gain of 0.68% at Rs.5993 per barrel as of 17.55 IST on Friday. Brent crude settled up 0.63 percent at $111.61 a barrel. U.S. crude settled up 27 cents at $97.65 a barrel. Silver prices fell by 0.97% to Rs 44,900 per kg in futures trade on Friday after speculators trimmed positions amid a weak trend in the global markets. At MCX, the May silver next year contracts traded Rs 440, or 0.97%, lower at Rs 44,900 per kg in business turnover of six lots. Similarly, March delivery declined by Rs 319, or 0.94%, to Rs 44,042 per kg in business volume of 562 lots. In the international market, silver traded 1.42% lower at $19.44 an ounce in New York on Friday. A subdued trend in precious metals in the global markets .

TRADING STRATEGY: BUY GOLD ABOVE 29100 TGTS 29200/29350 SL 29000 SELL GOLD BELOW 28850 TGTS 28750/28600 SL 29000

YOUR MINTVISORY

Lead prices shed 0.23% to Rs 128.95 per kg in futures trading due to sluggish demand from battery-makers in the spot market amid a weak global trend. At the MCX, lead for delivery in January declined 30 paise, or 0.23%, to Rs 128.95 per kg in business turnover of 10 lots.

Call us at +91-731-6642300


DAILY REPORT 09th DECEMBER. 2013

NCDEX

RECOMMENDATIONS

NCDEX INDICES

CASTORSEED

Index

Value

% Change

Barley

1361

+0.74

Castor Seed

4430

+2.40

Chana

2949

+1.44

Chilli

6858

+3.31

Coriander

7365

-1.52

Cotton Seed Oilcake

7365

+0.85

Jeera

1427

-0.38

12360

+0.30

Ref Soya Oil

3727

+0.67

Turmeric

4978

-0.04

Mustard seed

BUY CASTORSEED ABOVE 4480 TGTS 4470/4520 SL 4390 SELL CASTORSEED BELOW 4370 TGTS 4340/4290 SL 4420 DHANIYA

NCDEX ROUNDUP India demand for pulses in 2013-14 as projected by the 12th plan working group on Food-grains of Ministry of Agriculture, is at around 21.77 mn tons, implying a shortfall in domestic availability which may necessitate imports, India pulses production for the year 2013-14 is targeted at 19 mn tons. Kharif pulses production is projected at 6.01 mn tons for 2013-14. The United Nations has indicated that there is potential for a further rise in world wheat production in 2014, even as it raised its estimate for this year's crop to a record high, overall wheat plantings for the next harvest could increase slightly compared to last year.

SELL DHANIYA BELOW 7300 TGTS 7270/7220 SL 7350 BUY DHANIYA ABOVE 7440 TGTS 7470/7510 SL 7380

YOUR MINTVISORY

Chana prices rose by 0.14% to Rs 2,911 per quintal in futures trade today as speculators created fresh positions, supported by an improvement in spot market demand due to ongoing marriage season. At the NCDEX, chana for delivery in December rose by Rs 4, or 0.14% to Rs 2,911 per quintal with an open interest of 55,400 lots. Similarly, the commodity for delivery in January edged up by Rs 4, or 0.13% to Rs 3,036 per quintal in 69,690 lots.

Call us at +91-731-6642300


DAILY REPORT 09th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.6673 Yen-100

Euro

84.2546 GBP

JPY/INR

Rate

60.4000 100.6472

CURRENCY ROUNDUP The Indian rupee rose on Friday, notching up a third week of gains, The partially convertible rupee closed at 61.41/42 per dollar compared with 61.7525/7625 on Thursday, notching up a third day of gains. For the week, the rupee was up 1.7%, its biggest weekly win in ten. The rupee's gains this week were also aided by strong foreign interest in bidding for Power Grid Corp of India's $1.1 billion share sale. Foreign investors bid for shares worth $2.7 billion. The rupee continued to rule firm for the third consecutive day on Friday by gaining another 11 paisa to 61.64 per dollar in the early trades on persistent selling of the US currency by banks and exporters in view of strong foreign capital inflows. Weakness of dollar in overseas market also boosted the rupee value.

SELL JPY/INR BELOW 60.45 TGTS 60.30,60.14 SL 60.80. BUY JPY/INR ABOVE 60.95 TGTS 61.13,61.30 SL 60.60. EUR/INR

SELL EUR/INR BELOW 84.40 TGTS 84.25, 84.09 SL 84.78. BUY EUR/INR ABOVE 84.75 TGTS 84.96, 85.16 SL 84.30.

YOUR MINTVISORY

The dollar rose against the yen on Friday after stronger-than -expected U.S. jobs data gave investors confidence the economy is strong enough to withstand an expected reduction in Federal Reserve stimulus. Against the yen, the dollar was last up 1.06 percent at 102.86 yen. The dollar's gains versus the euro were short-lived, as the euro zone common currency was boosted by rising short-term interest rates a day after the European Central Bank dampened hopes for an imminent easing move. The euro was up 0.25 percent against the dollar to $1.3701. The dollar index .DXY, which tracks the greenback versus a basket of six currencies, rose 0.05 percent to 80.277. A recovery in the rupee is giving Finance Minister P Chidambaram rare relief in his battle against a threatened credit rating downgrade to junk status by reducing pressure on the government's subsidy bill. Investments by FIIs in the Indian stock market have crossed Rs 1 lakh cr so far this year, while inflows are expected to improve further after state assembly election results have brightened the chances of a BJP-led govt. at the Centre. Call us at +91-731-6642300


DAILY REPORT 09th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

06/12/13

MCX GOLD

FEB

BUY

29450

29530-29630

29350

NOT EXECUTED

06/12/13

MCX GOLD

FEB

SELL

29160

29060-28940

29280

BOOKED FULL PROFIT

06/12/13

MCX SILVER

MAR

BUY

44920

45120-45420

44620

NOT EXECUTED

06/12/13

MCX SILVER

MAR

SELL

44290

44090-43790

44590

BOOKED PROFIT

06/12/13

NCDEX CASTOR SEED

JAN.

SELL

4320

4290-4240

4370

BOOKED PROFIT

06/12/13

NCDEX CASTOR SEED

JAN.

BUY

4370

4400-4450

4320

BOOKED FULL PROFIT

06/12/13

NCDEX DHANIYA

DEC.

BUY

7600

7630-7670

7550

NOT EXECUTED

06/12/13

NCDEX DHANIYA

DEC.

SELL

7450

7420-7370

7500

SL TRIGGERED

06/12/13

GBP/INR

DEC.

SELL

101.20

101.07-100.8

101.65

BOOKED PROFIT

06/12/13

GBP/INR

DEC.

BUY

101.95

102.12-102.38

101.45

NOT EXECUTED

06/12/13

EUR/INR

DEC.

SELL

84.00

83.85-83.67

84.45

NOT EXECUTED

06/12/13

EURINR

DEC.

BUY

84.75

84.96-85.16

84.30

NOT EXECUTED

Stop Loss

Remark

Date

Scrip

CASH/FUTURE

Strategy

Entry Level

Target

06/12/13

NIFTY

FUTURE

BUY

6240-6250

6280-6330

6200

NOT EXECUTED

06/12/13

YES BANK

FUTURE

BUY

392-395

400-410

385

CALL OPEN

06/12/13

HIND PETRO

FUTURE

BUY

222-224

228-230

218

CALL OPEN

06/12/13

SAREGAMAINDIA

CASH

BUY

80

85-90

75

NOT EXECUTED

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

MONDAY, DEC. 09 None scheduled 7:30 am 10 am 10 am

NFIB small business index Job openings Wholesale inventories

2 pm

Federal budget

8:30 am 8:30 am 8:30 am 8:30 am 10 am

Weekly jobless claims Retail sales Retail sales ex-autos Import price index Business inventories

8:30 am 8:30 am

Producer price index Core PPI

TUESDAY, DEC. 10 Nov. Oct. Oct. WEDNESDAY, DEC. 11 Nov. THURSDAY, DEC. 12 12/7 Nov. Nov. Nov. Oct. FRIDAY, DEC. 13 Nov. Nov.

----

91.6 3.9 mln 0.4%

--

-$172 bln

N/A 0.3% 0.2% -0.8% 0.3%

N/A 0.4% 0.2% -0.7% 0.6%

0.1% 0.1%

-0.2% 0.2%

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