Special report by epic research 13 december 2013

Page 1

DAILY REPORT 13th DECEMBER. 2013

Global markets at a glance European shares slipped to a two-month low on Thursday, tracking losses on Wall Street and in Asia as markets positioned for data that could determine if the U.S. Federal Reserve starts trimming its stimulus next week. The FTSEurofirst 300 index of top European shares fell 0.9 percent to 1,244.66 points, a level not seen since mid-October.

World Indices

The Dow Jones industrial average fell 104.10 points or 0.66 percent, to end at 15,739.43. The S&P 500 lost 6.72 points or 0.38 percent, to finish at 1,775.50. The Nasdaq Composite dropped 5.41 points or 0.14 percent, to close at 3,998.403. Wall Street Update Wall Street drops on taper anxiety. Stocks fell on Thursday as retail sales rose solidly in November, adding to signs the economy is strong enough for the Federal Reserve to begin reducing the pace of monetary stimulus.

Index

Value

% Change

15,739.43

-0.66

1,775.5

-0.38

NASDAQ EURO STO FTSE 100

3,998.4 2,928.12 6,445.25

-0.14 -0.55 -0.96

Nikkei 225 Hong Kong

15,404.59 23,155.08

+0.41 -0.27

DJl S&P 500

Top Gainers Company

CMP

Change

% Chg

TATAPOWER

89.40

3.50

+4.07

RANBAXY

432.00

6.25

+1.47

HDFC

825.95

7.75

+0.95

54.10

0.45

+0.84

880

4.50

+0.51

CMP

Change

% Chg

360.1 429.8 181.75 283.2 280.85

17.10 15.70 6.45 8.60 8.05

-4.69 -3.52 -3.43 -2.95 -2.79

Prev. Close

Change

%Chg

CESC

416.5

5.45

+1.33

EVEREADY

37.60

0.55

+1.48

FINCABLES

81.90

3.30

+4.20

HCLTECH

1,179.4

3.00

+0.26

SASKEN

175.95

6.30

+3.71

Prev. Close

Change

%Chg

CMP

Change

% Chg

6,237.05 20,912.73

-70.85 -258.68

-1.12 -1.22

JPASSOCIAT LUPIN

Top Losers Other markets also reacted to the perception of a shorter timeline for the Fed's tapering of its bond-buying stimulus. The Fed's policy-setting committee is scheduled to meet for the last time this year on Tuesday and Wednesday. Previous day Roundup Indian shares fell more than 1 percent on Thursday to mark a third consecutive day of declines since hitting a record high at the start of the week The market bleeds further in late trade on Thursday. The Sensex was down 258.68 points or 1.22 percent to 20,912.73, and the Nifty fell 70.85 points or 1.12 percent to 6,237.05. Index stats The Bankex and Bank Nifty both declined 1.42% & 1.26% respectively. Among the sartorial indices all the sectors were down; Capital Goods [down 103.55pts], Oil & Gas [down 114.49pts], AUTO [down 270.57pts], PSU [down 75.31pts], Consumer Durables [down 41.78pts], Metals [down 134.9pts], Realty [down 4.38pts], TECK [down 36.51pts], IT [down 61.71pts], and Healthcare [down 84.16pts], FMCG [down 42.96pts], the index maintained upside was Power [up 6.82pts].

Company

TATAMOTORS INDUSINDBK AMBUJACEM ONGC COALINDIA

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

--

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 13th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. TATA MOTORS

STOCK RECOMMENDATION [CASH] 1. JINDAL PHOTO

TATA MOTOR FUTURE is looking weak on charts, short build up has been seen, we may see more downside, if it continues to sustain below 360, We advise selling below 360 levels with strict stop loss 365 for the targets of 355-350 levels.

JINDAL PHOTO is looking strong on charts. We advise buying around 130-135 levels with strict stop loss of 122 for the targets of 145-155 levels.

2. RECL

MACRO NEWS  The money that the government transfers directly to consumers' bank accounts as LPG subsidy may well be considered as an income and taxed. 

RECL FUTURE is looking weak on charts, short build up has been seen, we may see more downside, if it continues to sustain below 212. We advise selling below 212 levels with strict stop loss 216 for the targets of 208-204 levels. YOUR MINTVISORY

The macro data released late on Thursday came in much harsher than what had been expected. While the Index of Industrial Production (IIP) contracted to -1.8 percent in October Vs 2% MOM, consumer price inflation (CPI) has touched an astounding 11.24 percent mark in November Vs 10.09% MOM. Vegetable prices rose 61.6 percent in November from a year earlier, compared with a 45.67 percent increase in the previous month. Fruit prices rose 15 percent. Pulses were dearer by 1.2 percent, cereals by 12.07 percent and milk products by 9.06 per cent in November. The price rise of protein-rich items such as eggs, meat and fish was 11.96 percent. The poor data leaves no room for any doubt that Reserve Bank (RBI) will raise key rates next week.

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DAILY REPORT FUTURE & OPTION

13th DECEMBER. 2013

STOCKS IN NEWS  Reliance Jio issued 2.2cr numbers for telecom services.  GMR, Megawide set to win $400 million Philippine airport contract.  Tata Group is investing around Rs 4,000cr in two tranches in its telecom arm Tata Teleservices.  HC rejects Kingfisher Airlines' plea against move by banks to cease properties.  Shasun plans to sell Andhra Pradesh unit subject to approval by shareholders.

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,300

99.00

3,01,212

35,94,200

NIFTY

PE

6,200

53.40

3,01,013

47,46,250

NIFTY

PE

6,100

26.25

2,26,715

42,97,350

BANK NIFTY

PE

11,500 194.20

21,717

1,03,875

SBIN

PE

1,800

54.00

4,674

3,08,000

DLF

PE

150

3.40

1,930

12,83,000

TATAMOTORS

PE

360

10.20

1,658

5,36,000

AXISBANK

PE

1,250

36.00

1,298

1,53,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,400

26.30

3,31,766

52,41,950

NIFTY

CE

6,300

58.90

2,83,527

54,59,600

NIFTY

CE

6,500

10.10

2,30,140

53,90,250

BANKNIFTY

CE

12,000

144.00

23,117

3,48,925

SBIN

CE

1,800

43.95

4,546

2,28,875

RELIANCE

CE

880

12.25

3,418

5,51,750

DLF

CE

160

4.20

3,291

20,83,000

TATAMOTORS

CE

380

4.90

3,288

14,94,000

ICICIBANK

CE

1,160

24.40

2,319

3,57,000

Nifty Future closed in the red in the last trading session. We advise selling around 6275-6295 with strict stop loss of 6335 for the targets of 6225-6180 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

36607

1141.01

53342

1659.60

589126

18393.47

-518.59

INDEX OPTIONS

372690

11566.18

359325

11179.32

1683893

52361.15

386.86

STOCK FUTURES

40112

1112.97

57983

1709.04

1156136

32037.71

-596.07

STOCK OPTIONS

32888

928.01

33000

922.54

48929

1328.80

5.47

TOTAL

-722.33

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6195.18

6216.11

6251.48

6272.41

6307.78

NIFTYJUNIOR

12226.06

12267.63

12338.31

12379.88

12450.56

BANK NIFTY

11520.96

11578.23

11679.96

11737.23

11838.96

YOUR MINTVISORY

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DAILY REPORT 13th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP UK leading economic index advanced 0.4 percent month-on -month to 108.4 in October, marking the fourth successive sequential increase. A leading indicator of the British economy increased for the fourth successive month in October. MCX GOLD February contract was closed at Rs 29223 down Rs 237 , or- 0.80 percent. The GOLD rate touched an intraday high of Rs 29501 and an intraday low of Rs 29150. 18734 contracts have been traded. Gold Price is taking support at 29250 and trade in sideways range all day. In evening session gold price broke the nearest support of 29090 and made new low of 28850

TRADING STRATEGY: BUY SILVER ABOVE 44900 TGTS 45100/45400 SL 44600 SELL SILVER BELOW 44220 TGTS 44020/43720 SL 44520 GOLD

TRADING STRATEGY: BUY GOLD ABOVE 29440 TGTS 29520/29620 SL 29340 SELL GOLD BELOW 29130 TGTS 29050/28950 SL 29230 YOUR MINTVISORY

MCX SILVER march contract was closed at Rs 44468 down Rs 1262, or -2.76 percent. The SILVER rate touched an intraday high of Rs 45800 and an intraday low of Rs 45370. So far 26835 contracts have been traded. Silver opened at morning with gap up and made day low. In mid session silver traded in big range and made night low 44370 . After 8.00 p.m. More selling pressure had been in silver and it will helpful to break the nearest support of 44320. Gold and silver imports declined 80.55% to $1.05 billion in Nov after a slew of measures taken by the government to curb inbound shipments of the metal, aimed at narrowing the current account deficit. Imports of gold and silver in November 2012 stood at $5.4 billion. Total merchandise imports last month also declined, helping to narrow the trade deficit to $9.21 billion, the second-lowest level in this financial year. It was at $6.76 billion in September. Nickel prices moved up by 0.65% to Rs 872.30 per kg in futures trade yesterday as speculators created fresh positions, supported by rising demand from alloy-makers in the spot market amid a firm global trend. At the Multi Commodity Exchange, nickel for delivery in December rose by Rs 5.60, or 0.65%, to Rs 872.30 per kg in a business turnover of 6,722 lots. Similarly, the metal for delivery in January moved up by Rs 4.50, or 0.51%, to Rs 879.50 per kg in 614 lots. The rise in nickel futures to a firm global trend as major smelters in Japan plan to seek alternative ore supplies amid mounting concerns over Indonesian shipments. Meanwhile, nickel for delivery in three months gained one% to USD 14,175 a tonne on the London Metal Exchange.

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DAILY REPORT 13th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1386

+0.25

Castor Seed

4759

+1.64

Chana

2905

+2.76

Chilli

7250

+1.43

Coriander

7350

-1.28

Cotton Seed Oilcake

1409

+0.71

12730

+0.67

Mustard seed

3670

+1.33

Ref Soya Oil

701.6

-1.06

Turmeric

4940

+2.45

Jeera

SELL DHANIYA JAN BELOW 7680 TGTS 7650/7600 SL 7730 BUY DHANIYA JAN ABOVE 7790 TGTS 7820/7870 SL 7740 DHANIYA

NCDEX ROUNDUP India's palm oil imports fell 1.1 per cent in November due to slack demand at the start of the cold weather that solidifies the oil, data showed on Thursday. Palm oil imports stood at 774,207 tonnes last month compared with 782,467 tonnes in October. Indian basmati rice exporters have suffered a jolt as Iran has stopped purchasing the cereal from the world market since October. The Islamic republic is weighing its options following the withdrawal of sanctions by the US and five other nations and has not invited bids for procuring rice. India is a major exporter of the Pusa 1121 variety to Iran. Increasing share of refined oil in the overall vegetable (veg) oilimport basket has hit five-year high in November due to narrowing spread between crude and refined oil in global markets. BUY CASTORSEED JAN ABOVE 4790 TGTS 4820/4870 SL 4740 SELL CASTORSEED JAN BELOW 4700 TGTS 4670/4620 SL 4750

YOUR MINTVISORY

The spices processing market in India has seen an increase in volumes, owing to the huge global demand for processed Indian spices such as oleoresins and seasonings, primarily from the UAE, the US, the European Union and the Asia-

Call us at +91-731-6642300


DAILY REPORT 13th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.6200 Yen-100

Euro

84.9820 GBP

Rate

60.0300 100.8350

CURRENCY ROUNDUP The Indian rupee weakened for a second day on Thursday, weighed down by losses in the domestic share market on concerns about likely outflows in the event of a sooner-than -expected U.S. Fed taper. Worries of sustained inflationary pressures in the economy also prompted investors to short the domestic currency. The US dollar rose 0.4 percent against a basket of major currencies and spot gold slid 2 percent. The U.S. dollar rose in Asia on Friday, having made a solid comeback overnight on upbeat retail sales data while the Australian dollar took a battering following more jawboning from the country's central bank chief.

GBP/INR BUY GBP/INR ABOVE 101.77 TGTS 101..92, 102.12 SL 101.32. SELL GBP/INR BELOW 101.07 TGTS 100.83, 00.61 SL 101.52. JPY/INR

The dollar index .DXY last traded at 80.216, pulling further away from a six-week low of 79.757 plumbed on Wednesday. The euro slipped to $1.3748 from a six-week high of $1.3811, snapping six-straight sessions of gains. Not helping the common currency, data showed euro zone industrial output fell in October at its steepest monthly rate in more than a year. With the Bank of Japan intent on maintaining its ultra-loose monetary policy, the yen remains the funding currency of choice. Demand for the greenback returned with a vengeance overnight after data showed U.S. retail sales rose solidly in November and the past month was revised higher. This prompted some analysts to lift their fourth quarter GDP growth estimates by as much as half a percentage point to as high as a 2.2 percent annualized rate.

BUY JPY/INR ABOVE 60.46 TGTS 60.61, 60.85 SL 60.00. SELL JPY/INR BELOW 59.95 TGTS 59.71, 59.51 SL 60.40.

YOUR MINTVISORY

The upbeat data also helped keep alive expectations the Federal Reserve could start scaling back its massive bond buying stimulus as early as next week when it holds its last policy meeting for the year. U.S. Treasury yields rose, pushing the benchmark 10-year yield to 2.88 percent, within sight of its 2013 peak of 3.01 percent set in September.

Call us at +91-731-6642300


DAILY REPORT 13th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

12/12/13

MCX GOLD

FEB

BUY

29550

29630-29730

29450

NOT EXECUTED

12/12/13

MCX GOLD

FEB

SELL

29320

29240-29140

29420

BOOKED FULL PROFIT

12/12/13

MCX SILVER

MAR

BUY

45950

46150-46450

45650

NOT EXECUTED

12/12/13

MCX SILVER

MAR

SELL

45220

45020-44720

45520

BOOKED FULL PROFIT

12/12/13

NCDEX CASTOR SEED

JAN.

SELL

4660

4630-4580

4710

SL TRIGGERED

12/12/13

NCDEX CASTOR SEED

JAN.

BUY

4690

4720-4770

4640

BOOKED FULL PROFIT

12/12/13

NCDEX DHANIYA

JAN

BUY

7985

8015-8065

7935

NOT EXECUTED

12/12/13

NCDEX DHANIYA

JAN

SELL

7730

7700-7650

7780

BOOKED PROFIT

12/12/13

USD/INR

DEC.

SELL

61.25

61.08-60.91

61.66

NOT EXECUTED

12/12/13

USD/INR

DEC.

BUY

61.61

61.75-61.94

61.21

BOOKED FULL PROFIT

12/12/13

JPY/INR

DEC.

SELL

59.51

59.28-59.05

59.91

NOT EXECUTED

12/12/13

JPY/INR

DEC.

BUY

60.15

60.35-60.49

59.75

BOOKED PROFIT

Date

Scrip

CASH/FUTURE Strategy

Entry Level

Target

Stop Loss

Remark

12/12/13

NIFTY

FUTURE

BUY

6325-6340

6375-6395

6305

NOT EXECUTED

12/12/13

YES BANK

FUTURE

BUY

390

398-405

392

NOT EXECUTED

12/12/13

HCLTECH

FUTURE

BUY

1180

1200-1220

1160

CALL OPEN

12/12/13

ELDERPHARMA

CASH

BUY

310-315

325-335

305

BOOKED PROFIT

12/12/13

NIFTY

FUTURE

BUY

6350-6330

6380-6420

6300

SL TRIGGEERD

12/12/13

SASKEN COMM

CASH

BUY

176

186-196

166

CALL OPEN

11/12/13

INDIA CEMENT

FUTURE

BUY

63

65-68

60

SL TRIGGERED

US ECONOMIC REPORT TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

FRIDAY, DEC. 13 8:30 am

Producer price index

Nov.

0.1%

-0.2%

8:30 am

Core PPI

Nov.

0.1%

0.2%

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YOUR MINTVISORY

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