Special report by epic research 14 january 2014

Page 1

DAILY REPORT 14th JANUARY. 2013

Global markets at a glance Asian stocks fell, with the regional benchmark index on course for its first loss in three days as it paced the biggest drop in U.S. stocks since November amid concern over valuations. Australia’s S&P/ASX 200 Index fell 1 percent, while New Zealand’s NZX 50 Index slid 0.7 percent. South Korea’s Kospi index lost 0.1 percent. Singapore’s Straits Times Index dropped 0.4 percent and Taiwan’s Taiex index declined 0.3 percent. Futures on the Standard & Poor’s 500 Index added less than 0.1 percent today. The S&P 500 has dropped 1.6 percent in 2014, the worst start to a year since 2009.

World Indices Index

Value

% Change

16,257.94

-10.9

S&P 500

1,819.20

-1.26

NASDAQ EURO STO FTSE 100

4,113.31 3,111.94 6,757.15

-1.47 +0.25 +0.26

Nikkei 225 Hong Kong

15,547.14 22,263,.52

-2.29 -0.86

DJl

Top Gainers Company

Wall Street Update U.S. stocks tumbled on Monday on caution ahead of corporate results, as mounting negative preannouncements left a lackluster profit growth outlook. Wall Street has seen a slow start to the year following a gangbusters 2013. After the S&P 500's jump of almost 30 percent last year, its forward price-to-earnings ratio is the highest in nearly seven years and investors are weighing the risk of paying such a high premium for earnings that may see grow stall. Previous day Roundup The Nifty climbed 101.30 points or 1.64 percent to 6,272.75, but the broader markets underperformed benchmarks. The BSE Midcap and Small cap indices saw marginal gains. Experts believe the market is in bullish phase, and is continued to move in a range of 6000 at lower end and 6500-6800 at higher end till general elections. Index stats The Market was up in yesterday session where Bankex and Bank Nifty both closed almost flat (up 2.04% and up 2.% respectively). Among the sartorial indices almost the sectors which were up are; FMCG [up 14.08 pts] Consumer Durables [up 8.11 pts], Metals [up 4.38 pts], Power [up 143.60pts], and the index advanced were Capital Goods [up 145.68 pts], AUTO [up 45pts], PSU [up 73.20 pts], Oil & Gas [up 191.73 pts] IT [up271.60 pts], , Realty [up173.75 pts], TECK [up 123.57 pts] and the Healthcare was [down – 69.87 pts].

CMP

Change

% Chg

TCS

2,380.00

99.10

4.34

HCLTECH

1,350.00

51.80

3.99

ICICIBANK

1,060.30

35.80

3.49

DLF

161.60

5.10

3.26

LT

987.00

30.95

3.24

CMP

Change

% Chg

438.05 920.70 79.10 602.25 195.00

-25.90 -16.05 -1.25 -7.15 -0.85

-5.58 -1.71 -1.56 -1.17 -0.43

Prev. Close

Change

%Chg

BFUTILITIE

670.00

-14.80

-2.26

BHARATFORG

346.00

14.35

4.31

1,350.00

51.80

3.99

GATI

62.20

5.65

9.99

INFY

3,664.00

112.75

3.17

Prev. Close

Change

%Chg

CMP

Change

% Chg

6272.75 21131.21

101.30 375.72

1.64 1.81

Top Losers Company

RANBAXY LUPIN TATAPOWER SUNPHARMA SSLT

Stocks at 52 Week’s high Symbol

HCL TECH

Stocks at 52 Week’s Low Symbol

--

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. APPOLO TYRE FUTURE

STOCK RECOMMENDATION [CASH] 1. TCI

APPOLO TYRE FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 116 levels. We advise buying around 117-118 levels with strict stop loss 115 for the targets of 120-122 levels. 2. BHARAT FORGE FUTURE

TCI is looking strong on charts. We advice buying above 110 levels with strict stop loss of 104 for the targets of 115-120 levels.

BHARAT FORGE FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 345 levels. We advise buying around 345 levels with strict stop loss 337 for the targets of 352-358 levels.

YOUR MINTVISORY

MACRO NEWS 

fiscal pump-priming" ahead of general elections, so as to achieve the fiscal deficit target of 4.8 percent of the GDP in 2013-14, are supportive for the country's credit rating, Fitch Ratings

inflation in the food and beverages segment was 12.16 percent as against 14.72 per cent recorded in November. The retail inflation was in double digits in October and November

India's stubbornly high inflation finally appears to be slowing down following a cooling in vegetable prices, bringing some relief to the ruling Congress party which is struggling to win back voters ahead of a national election due by May

December retail inflation slows to three-month low

Tata Steel ’s Borivali land deal will fetch the company Rs 950-1,000 crore. three Mumbai-based developers Lodha Developers, Runwal Group and K Raheja Corp have submitted expression of interest.

Call us at +91-731-6642300


DAILY REPORT FUTURE & OPTION

14th JANUARY. 2013

STOCKS IN NEWS  Reliance New gas pricing policy will be effective April 1 at USD 8/mmbtu  Tata motors Jaguar Land Rover sales in 2013 rose 19% to 4.25 lakh units (YoY)  Ranbaxy received a form 483 with certain observations from USFDA, on its Toansa bulk drug plant in Punjab  JPMorgan is overweight on Infosys and raised target price to Rs 4,000 from Rs 3,800 post Q3 earrings NIFTY FUTURE

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

NIFTY

PE

6,200

42.6

4,15,549 65,47,700

NIFTY

PE

6,100

21.7

2,92,543 55,31,400

NIFTY

PE

6,000

10.75

2,19,758 49,36,000

BANK NIFTY

PE

10,500

52.8

19,925

2,56,475

SBIN

PE

1,600

23.80

4,278

2,23,250

INFY

PE

3,300

3.1

3,436

9,52,000

INFY

PE

3,650

43

3,114

1,81,875

RELIANCE 860 9.10 MOST ACTIVE PE CALL OPTION

2,415

4,12,750

Symbol

Traded Volume (Contracts)

Traded Volume (Contracts)

Open Interest

Option Type

Strike Price

LTP

Open Interest

NIFTY

CE

6,300

75.6

4,31,692 47,88,100

NIFTY

CE

6,400

34.95

3,18,686 44,77,900

NIFTY

CE

6,200

140

2,35,217 31,27,500

BANKNIFTY

CE

11,500

87

27,095

3,19,025

BANKNIFTY

CE

11,000

282

20,527

2,37,950

BANKNIFTY

CE

11,200

182.6

9,972

1,25,600

SBIN

CE

1,700

23.1

8,828

6,82,500

INFY

CE

3,700

46

8,694

5,58,375

RELIANCE

CE

900

12.15

5,488

7,18,750

Nifty Future closed in the green in the last trading session. We buying around 6250 levels with strict stop loss of 6200 for the targets of 6300-6350 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

71181

2182.39

66545

2037.20

420450

12828.78

145.19

INDEX OPTIONS

521526

15913.61

508221

15498.92

1200683

36838.54

414.70

STOCK FUTURES

73180

2328.32

73650

2356.71

1015147

31658.75

-28.39

STOCK OPTIONS

86555

2816.77

89150

2935.31

78618

2466.10

-118.54

TOTAL

412.96

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6083.88

6127.66

6183.38

6227.16

6282.88

NIFTYJUNIOR

12437.85

12504.15

12617.2

12683.5

12796.55

BANK NIFTY

10614.76

10710.03

10883.46

10978.73

11152.16

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 45200 TG 45500/45800 SL 44900 SELLSILVER BELOW 44300 TG 44000/43700 SL 44600 GOLD

COMMODITY ROUNDUP Gold futures carried Friday's gains into Monday, buoyed by data revealing that the U.S. economy added way fewer payrolls in December than expected, which fueled expectations for the Federal Reserve to scale down its bond-buying program at a very gradual pace. On the Comex division of the New York Mercantile Exchange, gold futures for February delivery traded at USD1,252.80 a troy ounce during U.S. trading, up 0.47%, up from a session low of USD1,243.20 and off a high of 1,254.20. The February contract settled up 1.42% at USD1,246.90. Futures were likely to find support at USD1,217.80 a troy ounce, Wednesday's low, and resistance at USD1,237.30, the high from Dec. 10. The Bureau of Labor Statistics on Friday reported that the U.S. economy added 74,000 jobs in December, well below expectations for a 196,000 increase and below an upwardly revised 241,000 rise the previous month. The report also showed that the U.S. unemployment rate fell to 6.7% in December due to a weak participation rate, down from 7.0% in November. The numbers weakened the dollar by fueling expectations for the Federal Reserve to trim its USD75 billion monthly bond-buying program at a slower pace than once expected. Fed asset purchases tend to weaken the dollar by suppressing long-term interest rates, thus making gold an attractive hedge. Gold saw added demand ahead of Tuesday's release of U.S. retail sales, with concerns that a disappointing figure just days after a poor jobs report will increase the chances of a more gradual Fed tapering. Capping gold's gains were sentiments among many that the December jobs report may be an anomaly and the product of bad winter weather that put off hiring. Meanwhile, silver for March delivery was up 0.91% and trading at USD20.408 a troy ounce, while copper futures for March delivery were down 0.07%

and trading at USD3.339 a pound. Gold was trading near its

TRADING STRATEGY: BUY GOLD ABOVE 29300 TG 29400/29500 SL 29150 SELL GOLD BELOW 29000 TG 28900/28800 SL 29150

YOUR MINTVISORY

highest in a month on Tuesday as safe-haven bids for the metal increased amid a drop in the dollar and equities, with investors fretting over the U.S. growth outlook after a disappointing jobs.

Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Castor Seed

4387

+3.98

Chana

3066

+0.99

Coriander

7753

+4.00

Cotton Seed Oilcake

1486

+2.84

12542.5

+0.10

Maize– Feed/ Industrial grade

1195

+0.67

Mustard seed

3505

-0.68

Soy Bean

3776

-0.36

Sugar M Grade

2806

+0.11

Turmeric

6352

+0.44

Jeera

BUY CASTORSEED FEB ABOVE 4410 TGTS 4440,4500 SL 4360 SELLCASTORSEED FEB BELOW 4310 TGST 4280,4230 SL 4460 DHANIYA

NCDEX ROUNDUP MENTHA OIL Higher stocks and moderate arrivals in mandis kept pressurizing the market sentiments for Mentha Oil even as winter season demand continued to be noted. Higher stocks prevented any strong upsurge in rates even as winter season demand rose in the mandis CHANA Moderate recovery was noted for Chana on short covering in the Futures market even as arrivals remained high amidst moderate demand in mandis. Good sowing reports for Chana from MP, UP and Rajasthan amidst high stocks and fall in demand in mandis are keeping sentiments weak for the commodity in the Spot and Futures markets.

BUY DHANIYA FEB ABOVE 7930 TGTS 7960,8010 SL 7880 SELL DHANIYA FEB BELOW 7820 TGTS 7790,7740 SL 7930

YOUR MINTVISORY

GUARSEED Some range bound trend is seen in guar with increased arrival pressure in spot mandis. it is to be noted that production of guar this year is likely to increase that is not letting the sentiments to move up significantly. Higher production reports, better arrivals and only moderate pickup in exports have ensured a fall in rates for Guar over last few weeks. Farmers have started bringing in supplies from the new harvest into local markets. TURMERIC Lack of good upcountry demand amist moderate arrival trend remained weak. Traders are purchasing only limited quantity as buying interest has reduced.

Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.5200 Yen-100

Euro

84.1110 GBP

Rate

59.4900 101.4772

EUR/INR CURRENCY ROUNDUP The dollar fell to one-month lows against the yen on Monday and was trading close to one week lows against the euro after Friday's U.S. nonfarm payrolls showed that the economy added far fewer than expected jobs last month. USD/JPY hit lows of 103.26, the weakest level since December 18 and was last down 0.74% to 103.39. The latest employment report showed that the U.S. economy added 74,000 jobs in December, the smallest increase since January 2011 and well below expectations for 196,000 new jobs. The unemployment rate fell to a five year low of 6.7% from 7% in November, but this was due in part to people dropping out of the labor force. SELL EUR/INR BELOW 84.09 TGTS 83.94, 83.72 SL84.44. BUY EUR/INR ABOVE 84.57 TGTS 84.72, 84.94 SL 84.25. USD/INR

A fall in prices would raise expectations the Reserve Bank of India would keep monetary policy on hold for a second consecutive month on Jan. 28 after data on Friday showed a surprise fall in industrial output. Confidence in the economy is a key driver for shares as well as for the rupee, given concerns about weakening growth are trumping the appeal of higher yields. A softer CPI should be great for the rupee. Going ahead, primarily the U.S. economic condition will drive rupee direction but a softer CPI will lead to better stability/appreciation and reduce chances of a sharper fall. The partially convertible rupee closed at 61.55/56 per dollar compared with 61.89/90 on Friday. It rose to 61.41 during the session, its strongest since Dec. 11. The unit rose 0.55 percent on day, its biggest single-day gain since Dec. 16.

SELL USD/INR BELOW 61.50 TGTS 61.38, 61.18 SL 61.85. BUY USD/INR ABOVE 62.04 TGTS 62.20, 62.40 SL 61.69.

YOUR MINTVISORY

The dollar slipped to a three-week low against the yen before data tomorrow that economists said will show U.S. retail-sales growth slowed, strengthening the case against faster tapering by the Federal Reserve. Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

13/01/14

MCX GOLD

FEB.

BUY

29100

29180-29300

2900

BOOKED PROFIT

13/01/14

MCX GOLD

FEB.

SELL

28850

28770-28650

28950

NOT EXECUTED

13/01/14

MCX SILVER

MAR.

BUY

45100

45350-54700

44800

CALL OPEN

13/01/14

MCX SILVER

MAR.

SELL

44600

44350-44000

44900

BOOKED PROFIT

13/01/14

NCDEX CASTOR SEED

FEB.

BUY

4500

4530-4580

4450

SL TRIGGERED

13/01/14

NCDEX CASTOR SEED

FEB.

SELL

4395

4365-4315

4445

BOOKED FULL PROFIT

13/01/14

NCDEX DHANIYA

FEB.

BUY

8150

8180-8130

8100

NOT EXECUTED

13/01/14

NCDEX DHANIYA

FEB.

BUY

8050

8020-7970

8100

BOOKED FULL PROFIT

13/01/14

EUR/INR

JAN.

SELL

84.28

84.14-84.00

84.64

BOOKED PROFIT

13/01/14

EUR/INR

JAN.

BUY

84.69

84.83-85.01

84.33

NOTEXECUTED

13/01/14

GBP/INR

JAN.

SELL

101.70

101.55-101.38

102.09

BOOKED FULL PROFIT

13/01/14

GBP/INR

JAN.

BUY

102.54

102.71-102.91

102.15

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

13/01/14

NIFTY

FUTURE

BUY

6150

6190-6240

6100

NOT EXECUTED

13/01/14

TC S

FUTURE

BUY

2280

2310-2340

2250

BOOKED PROFIT

13/01/14

ITC

FUTURE

BUY

323

329-334

319

CALL OPEN

10/01/14

SUNPHARMA

FUTURE

BUY

610

620-630

600

SL TRIGGERED

13/01/14

ECLERX SERVICES

CASH

BUY

1115

1140-1180

1080

SL TRIGGERED

09/01/14

GRAVITA

CASH

BUY

46

50-54

41

CALL OPEN

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 14th JANUARY. 2013

ECONOMIC CALENDAR

NEXT WEEK'S U.S. ECONOMIC REPORTS TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUS FORECAST

PREVIOUS

MONDAY, JAN .13 2 PM

FEDERAL BUDGET

DEC.

--

-$1 BLN

10 am

Factory orders

Nov.

1.6%

-0.9%

TUESDAY,JAN .14 8:30 AM

RETAIL SALES

DEC.

-0.1%

0.7%

8:30 AM

RETAIL SALES EX-AUTOS

DEC.

0.4%

0.4%

8:30 AM

IMPORT PRICE INDEX

DEC.

0.5%

-0.6%

10 AM

BUSINESS INVENTORIES

NOV.

0.3%

0.7%

0.4%

-0.1%

WEDNESDAY, JAN.15 8:30 AM

PRODUCER PRICE INDEX

DEC

.

8:30 AM

CORE PPI

DEC.

0.2%

0.1%

8:30 AM

EMPIRE STATE INDEX

JAN.

4.3

1.0

THURSDAY, JAN.16 8:30 AM

WEEKLY JOBLESS CLAIMS

1/11

N/A

330,000

8:30 AM

CONSUMER PRICE INDEX

DEC.

0.3%

0.0%

8:30 AM

CORE CPI

DEC.

0.1%

0.2%

10 AM

HOME BUILDERS' INDEX

JAN.

N/A

58

10 AM

PHILLY FED

JAN.

9.4

7.0

FRIDAY, JAN.17 8:30 AM

HOUSING STARTS

DEC.

1.01 MLN

1.091 MLN

9:15 AM

INDUSTRIAL PRODUCTION

DEC.

0.2%

1.1%

9:15 AM

CAPACITY UTILIZATION

DEC.

79.0%

79.0%

9:55 AM

UMICH CONSUMER SENTIMENT INDEX

JAN.

85.0

82.5

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