Special report by epic research 12 december 2013

Page 1

DAILY REPORT 12th DECEMBER. 2013

Global markets at a glance Asian shares slipped to a four-week low on Thursday on heightened expectations the Federal Reserve may act sooner than later to unwind its stimulus after a provisional budget deal in Washington eased some of the fiscal drag on the U.S. economy. In Tokyo, the benchmark Nikkei shed 1.1 percent, extending declines into a third day. European shares eased in late trade on Wednesday, The FTSEurofirst 300 was down 0.5% at 1,256.32 points at the close, having given up earlier gains after Wall Street opened lower. The EuroSTOXX 50 has dropped 4.5% in Dec

World Indices Index

Value

% Change

15,843.53

-0.81

S&P 500

7,782.22

-1.13

NASDAQ EURO STO FTSE 100

4,003.81 2,947.31 6,507.72

-1.40 -0.46 -0.24

Nikkei 225 Hong Kong

15,289.25 23,296.62

-1.46 -0.18

DJl

Top Gainers Company

The Dow Jones industrial average fell 129.60 points or 0.81 percent, to end at 15,843.53. The S&P 500 slid 20.40 points or 1.13 percent, to close at 1,782.22. The Nasdaq Composite dropped 56.677 points or 1.4 percent, to finish at 4,003.813. Wall Street Update U.S. stocks posted their biggest drop in a month, with the Standard & Poor's 500 .SPX down 1.1 percent, as traders locked in recent gains after Congress announced the provisional budget deal. Previous day Roundup Indian shares fell on Wednesday, continuing to retreat from record highs at the start of the week, as investors took profits in blue chips ahead of inflation data. The benchmark BSE index fell 0.39 percent, or 83.85 points, to end at 21,171.41, retreating further from a record high of 21,483.74 hit on Monday. The broader NSE index fell or 0.39 percent, or 24.95 points, to end at 6,307.90, lower than its record high of 6,415.25, also on Monday. Index stats The Bankex and Bank Nifty both declined 0.38% & 0.58% respectively. Among the sartorial indices all the sectors were down; Capital Goods [down 143.29pts], Oil & Gas [up pts], AUTO [down 130.92pts], PSU [down 51.03pts], Consumer Durables [down 31.90pts], Metals [down 61.92pts], Realty [down 7.48pts], TECK [down 20.10pts], IT [down 23.25pts], Power [down 3.98pts], and Healthcare [down 25.05 pts], the only index up was FMCG [up 35.06pts].

CMP

Change

% Chg

NTPC

139.20

3.15

+2.32

HDFC

824

15.05

+1.86

HCLTECH

1,175

20.15

+1.74

AXISBANK

1,282

17.15

+1.36

COALINDIA

289.45

3.60

+1.26

CMP

Change

% Chg

377.5 690.95 1,804 350.1 85.9

13.20 15.35 39.30 7.60 1.85

-3.38 -2.17 -2.13 -2.12 -2.11

Prev. Close

Change

%Chg

HCLTECH

1,175

20.15

+1.74

HEROMOTOCO

2,169

31.05

-1.41

INFOTECENT

307

8.65

+2.90

KAJARIACER

285.3

6.75

+2.42

SASKEN

170.1

0.05

+0.03

Prev. Close

Change

%Chg

49.5

0.35

+0.71

CMP

Change

% Chg

6,307.9 21,171.41

-24.95 -38.85

-0.39 -0.39

Top Losers Company

TATAMOTORS BANKBARODA SBIN BPCL TATPOWER

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

DSKULKARNI --

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 12th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. YES BANK

STOCK RECOMMENDATION [CASH] 1. ELDER PHARMA

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 390, We advise buying above 390 levels with strict stop loss 392 for the targets of 398-405 levels.

ELDER PHARMA is looking strong on charts. We advise buying around 310-315 levels with strict stop loss of 305 for the targets of 325-335 levels.

2. HCL TECH

MACRO NEWS

HCL TECH FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 1180 We advise buying above 1180 levels with strict stop loss of 1160 for the targets of 1200-1220 levels.

YOUR MINTVISORY

The trade numbers indicated export growth eased to a five month low of 5.9% due to a fall in shipments of petroleum goods and rough diamonds, imports de-growth at 16.4%. As result the overall trade deficit narrowed to USD 9.2 billion, which is the second lowest level during the ongoing fiscal. Trade deficit in Nov 2012 was at US $ 17.2 bn. Gold and silver imports in November dipped by 80.49% to US $ 1.05 bn from USD 5.4 billion in the same period last year. Oil imports too dipped by 1.1% to USD 12.96 bn during the month.

Money supply rose an annualized 14.5% in the two weeks to Nov 29, faster than 12.6% a year earlier. Money supply was 91.46 trillion rupees as of November 29, compared with 90.74 trillion rupees on Nov 15.

November CPI and October IIP data is to be announced today. Which are likely to disappoint. The IIP is estimated to fall to 1.2 percent from 2 percent in the previous month. The report on consumer prices (CPI) today will be followed by the wholesale price inflation (WPI) on Monday, which will help set expectations ahead of the Reserve Bank of India's policy review on Dec. 18.

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DAILY REPORT FUTURE & OPTION

12th DECEMBER. 2013

STOCKS IN NEWS  Canara Bank to get capital infusion of Rs 500 cr from govt.  Britannia sets up bakery products unit at Jhagadia in Gujarat.  Finance Ministry in-principle backs Oil Ministry plan on RIL gas price.  Colgate Palmolive obtained a favorable court order against its arch rival Hindustan Unilever.

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,300

57.35

3,10,378

38,21,400

NIFTY

PE

6,200

29.70

2,49,805

47,26,750

NIFTY

PE

6,100

14.75

1,49,549

40,58,100

BANK NIFTY

PE

11,500

120

16,514

1,08,100

SBIN

PE

1,800

42.05

5,787

2,52,125

TATASTEEL

PE

420

10.35

1,645

8,09,000

RELIANCE

PE

860

5.50

1,535

1,97,500

AXISBANK

PE

1,200

11.50

1,370

3,21,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,400

60

3,96,663

50,36,100

NIFTY

CE

6,500

26.55

2,36,291

53,77,350

NIFTY

CE

6,300

112.8

1,98,843

43,43,950

BANKNIFTY

CE

12,000

250

25,906

3,12,875

SBIN

CE

1,900

21.00

8,391

4,04,500

RELIANCE

CE

900

11.20

2,857

7,43,750

NTPC

CE

140

3.25

2,358

30,38,000

DLF

CE

160

5.40

2,269

16,35,000

TCS

CE

2,100

26.00

2,040

2,61,875

Nifty Future closed in the green in the last trading session. We advise buying around 6325-6340 with strict stop loss of 6305 for the targets of 6375-6395 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

41630

1302.12

38888

1215.52

574225

18140.75

86.60

INDEX OPTIONS

368649

11495.32

375253

11663.30

1679426

52817.06

-167.98

STOCK FUTURES

47340

1338.63

62242

1830.56

1148621

32143.08

-491.92

STOCK OPTIONS

31833

886.62

31736

883.37

46879

1279.42

3.25

TOTAL

-570.05

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6258.56

6283.23

6304.91

6329.58

6351.26

NIFTYJUNIOR

12299.25

12354.25

12417.55

12472.55

12535.85

BANK NIFTY

11593.08

11688.71

11783.23

11878.86

11973.38

YOUR MINTVISORY

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DAILY REPORT 12th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP MCX GOLD February contract was closed at Rs 29460 down Rs 75 , or- 0.25 percent. The GOLD rate touched an intraday high of Rs 29639 and an intraday low of Rs 29272. So far 13196 contracts have been traded. Gold Price is taking support at 29250 and trade in sideways range all day. In evening session gold price break the nearest support of 29530 and made new low of 29272. MCX SILVER march contract was closed at Rs 45730 up Rs 280, or +0.62 percent. The SILVER rate touched an intraday high of Rs 45845 and an intraday low of Rs 45251. So far 15713 contracts have been traded. Silver opened at morning with gap up and made day low. In mid session silver trade in big range and made night low 45251 . After 6.00 p.m. Have seen more selling pressure in silver and it will helpful to break the nearest resistance of 45950.

TRADING STRATEGY: BUY SILVER ABOVE 45950 TGTS 46150/46450 SL 45650 SELL SILVER BELOW 45220 TGTS 45020/44720 SL 45520 GOLD

Economic advisory council chief said yesterday that India can tolerate USD 30 billion worth of gold imports. A major reason for high current account deficit (CAD) in the last fiscal was high imports of gold. Among U.S. commodities, U.S. crude prices held steady at about $97.4 a barrel, pausing for breath having shed 1.1 percent the previous day after data showed large builds in refined oil products. Gold was steady around $1,253 an ounce, stabilizing after a 0.6 percent decline in the previous session. Gold is down 25 percent so far this year, on track for its worst yearly fall since 1981. Brent oil rose on supply concerns as traders remained skeptical that Libyan oil exports would resume while U.S. crude fell after government data showed large builds in refined oil products, suggesting sluggish oil demand.

TRADING STRATEGY: BUY GOLD ABOVE 29550 TGTS 29630/29730 SL 29450 SELL GOLD BELOW 29320 TGTS 29240/29140 SL 29420

YOUR MINTVISORY

Zinc and lead prices gained at the non-ferrous metal market here yesterday on stockiest buying amid good off take from alloy industries. Elsewhere, select copper and brass edgedup owing to better demand from consumer industries. The industrial metal continued its rise at the LME, underpinned by a weaker dollar against the euro and steady buying from top consumer China. Zinc climbed by Rs 3 per kg to Rs 161 from Tuesday's closing level of Rs 158. Lead moved-up by Rs 2 per kg to Rs 134 from Rs 132.

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DAILY REPORT 12th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1380

+0.11

Castor Seed

4671

+1.83

Chana

2819

-0.04

Chilli

7148

+3.99

Coriander

7415

-0.20

Cotton Seed Oilcake

1399

-0.43

12720

+1.84

Mustard seed

3611

-0.91

Ref Soya Oil

708.5

-0.27

SELL CASTORSEED BELOW 4660 TGTS 4630,4580 SL 4710 BUY CASTORSEED ABOVE 4690 TGTS 4720,4770 SL 4640

Turmeric

4856

+1.38

DHANIYA

NCDEX ROUNDUP

Jeera

SELL DHANIYA JAN BELOW 7730 TGTS 7700,7650 SL 7780 BUY DHANIYA JAN ABOVE 7985 TGTS 8015,8065 SL 7935

YOUR MINTVISORY

Govt is likely to take a final call before this Christmas on a bailout package for the sugar industry that includes Rs 7,200 crore of interest-free bank loans to pay dues to sugarcane growers.

The spices processing market in India has started to see a push due to huge global demand emerging for Indian processed spices Spices processors have seen an increase in their volumes and now have started to a higher quantity of spices due to strong export demand coming in. India sees strong export demand for processed spices as processing of spices in US and the European Union is very cash intensive thus importing processed spices is a cheaper alternative.

Coriander prices rose by 0.97% to Rs 8,225 per quintal in futures trading yesterday as speculators enlarged positions, tracking a firm trend at spot market on the back of strong demand against restricted arrivals from producing regions. At the National Commodity and Derivative Exchange, coriander for delivery in January rose by Rs 79, or 0.97%, to Rs 8,225 per quintal with an open interest of 29,410 lots.

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DAILY REPORT 12th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.3313 Yen-100

Euro

84.3780 GBP

JPY/INR

BUY JPY/INR ABOVE 60.15 TGTS 60.35, 60.49 SL 59.75. SELL JPY/INR BELOW 59.51 TGTS 59.28,59.05 SL 59.91.

Rate

59.7200 100.7919

CURRENCY ROUNDUP India's sovereign rating may come under pressure if general elections due by May next year end up with a hung parliament or with a government unable to push through reforms The Indian rupee fell on Wednesday, snapping a five-session winning streak, as the pace of exports last month slowed, raising some concerns about the economy despite a trade deficit that narrowed after gold and silver imports slumped. The partially convertible rupee closed at 61.245/255 per dollar compared to 61.04/05 on Tuesday. Some concerns were also sparked after Standard & Poor's said India's ratings may be pressured if the next general elections due by May end with a hung parliament or with a government unable to push through reforms. The rupee has gained 2.1 per cent over its past five sessions through Tuesday primarily on the back of the strong electoral showing by BJP which is perceived to be business-friendly. In the offshore nondeliverable forwards, the one-month contract was at 61.62 while the three-month was at 62.50.

USD/INR The dollar was up 0.2 percent at 102.67 yen, having fallen 0.4 percent overnight, easing for a second session after a recent strong run against the Japanese yen. The euro took a pause after rising for a seventh straight session against the dollar on Wednesday on the back of higher money market rates and diminishing expectations of any imminent easing by the European Central Bank. The single currency dipped 0.1 percent to $1.37745.

BUY USD/INR ABOVE 61.61 TGTS 61.75,61.94 SL 61.21. SELL USD/INR BELOW 61.25 TGTS 61.08,60.91 SL 61.66. YOUR MINTVISORY

The yen held firm in Asia on Thursday, having risen broadly on the back of a slump on Wall Street as expectations grew the Federal Reserve could scale back stimulus as early as next week. U.S. Treasury debt prices fell on Wednesday as the market built in a price concession for the Treasury's $13 billion 30-year bond auction on Thursday, the final leg of the three-part $64 billion sale of government debt this week.

Call us at +91-731-6642300


DAILY REPORT 12th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

12/12/13

MCX GOLD

FEB

BUY

29600

29900-30200

29300

SL TRIGGERED

12/12/13

MCX GOLD

FEB

SELL

29300

29100-28800

29600

NO PROFIT NO LOSS

12/12/13

MCX SILVER

MAR

BUY

45650

45900-46200

45350

BOOKED PROFIT

12/12/13

MCX SILVER

MAR

SELL

45150

44900-44600

45450

NOT EXECUTED

12/12/13

NCDEX CASTOR SEED

JAN.

SELL

4430

4400-4350

4480

NOT EXECUTED

12/12/13

NCDEX CASTOR SEED

JAN.

BUY

4615

4645-4695

4565

BOOKED FULL PROFIT

12/12/13

NCDEX DHANIYA

DEC.

BUY

7660

7690-7740

7610

NOT EXECUTED

12/12/13

NCDEX DHANIYA

DEC.

SELL

7410

7380-7330

7460

NOT EXECUTED

12/12/13

GBP/INR

DEC.

SELL

100.55

100.33-100.15

100.99

NOT EXECUTED

12/12/13

GBP/INR

DEC.

BUY

101.25

101.48-101.73

100.80

NOT EXECUTED

12/12/13

EUR/INR

DEC.

SELL

84.14

83.99-83.82

84.55

NOT EXECUTED

12/12/13

EURINR

DEC.

BUY

84.68

84.83-85.01

84.27

NO PROFIT NO LOSS

Date

Scrip

CASH/FUTURE Strategy

Entry Level

Target

Stop Loss

Remark

12/12/13

NIFTY

FUTURE

SELL

6350-6330

6380-6420

6300

CALL OPEN

12/12/13

LUPIN

FUTURE

BUY

880

890-900

870

BOOKED PROFIT

12/12/13

VOLTAS

FUTURE

BUY

124-125

128-130

120

SL TRIGGERED

12/12/13

SASKEN COMM

CASH

BUY

176

186-196

166

CALL OPEN

11/12/13

INDIA CEMENT

FUTURE

BUY

63

65-68

60

CALL OPEN

US ECONOMIC REPORT TIME (ET)

REPORT

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

PERIOD

ACTUAL

THURSDAY, DEC. 12 12/7 Nov. Nov. Nov. Oct. FRIDAY, DEC. 13 Nov. Nov.

CONSENSUSFORECAST

PREVIOUS

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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