Special report by epic research 15 january 2014

Page 1

DAILY REPORT 15st JANUARY. 2013

Global markets at a glance Asia is down on US crash, Nikkei drops to 1-month low as trade numbers there hurt. European equities trade in red after a negative lead from Wall Street overnight. A pullback in the yen was welcomed by Japanese shares, with the Nikkei .N225 bouncing 1.4 percent after suffering its sharpest daily drop in five months on Tuesday. Progress elsewhere was patchy with investors suffering whiplash after several days of wild swings. Australia made the early running with a bounce of 0.6 percent .AXJO, while Seoul .KS11managed a rise of 0.2 percent. Wall Street Update U.S. stocks rose on Tuesday, erasing much of the previous session's steep drop, as a strong December retail sales reading eased concerns that economic growth might be slowing. Google rose 2.4 percent to $1,149.40, giving a large boost to the outperforming Nasdaq, a day after the company announced plans to acquire Nest Labs Inc. The $3.2 billion deal will give Google a promising line of products and a prized design team.

World Indices Index

Value

% Change

16,373.86

+0.71

S&P 500

1838.88

+1.08

NASDAQ EURO STO FTSE 100

4,183.02 3,119.53 6,766.86

+1.69 +0.24 +0.14

Nikkei 225 Hong Kong

15,719.17 22,985.78

+1.92 +0.85

DJl

Top Gainers Company

CMP

Change

% Chg

CIPLA

410.50

8.25

2.05

LUPIN

937.10

17.15

1.86

CAIRN

329.30

5.90

1.82

DRREDDY

2,647.25

20.70

0.79

INFY

3,691.90

26.90

0.73

CMP

Change

% Chg

374.25 138.10 157.00 254.10 429.40-

-11.70 -3.55 -4.05 -6.10 -9.40

-30.3 -2.51 -2.51 -2.34 -2.14

Prev. Close

Change

%Chg

DRREDDY

2,647.25

20.70

0.70

DIVISLAB

1,261..65

24.35

1.93

117.05

-.015

-0.13

GATI

62.20

2.20

3.54

INFY

3,665.00

26.90

0.73

Prev. Close

Change

%Chg

CMP

Change

% Chg

6241.85 21032.88

-30.90 -101.33

-0.49 -0.48

Top Losers Company

Previous day Roundup The market slips after trading range bound in the earlier part of yesterday. Nifty manages to hold 6200-level. Metal, realty, bank stocks drag during the day. The Sensex is down 74.34 points at 21059.87, and the Nifty is down 20.05 points at 6252.70. About 1146 shares have advanced, 1432 shares declined, and 308 shares are unchanged. Indian shares fell on Tuesday led by declines in software exporters such as Tata Consultancy Services Ltd on profit-taking after the recent run-upon better-thanexpected quarterly results by peer Infosys Ltd.

TATASTEEL NMDC DLF JINDALSTEL RANBAXY

Stocks at 52 Week’s high Symbol

APOLLOTYRE Index stats The Market was down in yesterday session where Bankex and Bank Nifty both closed (down –66% and down –66% respectively). Among the sartorial indices almost the sectors which were down are; Capital Goods [down-59.89 pts], AUTO [down –57.37pts], PSU [down -38.61pts], , Metals [down-134.44 pts], Power [down –14.05pts], Consumer Durables [down –29.36pts], IT [down–64.06pts], Healthcare [up67.61 pts], FMCG [down-30.26 pts] Realty [own-2.65pts], TECK [dowm-33.43pts].

Stocks at 52 Week’s Low Symbol

--

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 15st JANUARY. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1.ADANIENT FUTURE

STOCK RECOMMENDATION [CASH] 1. SKS MICRO

ADANIENT FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 246 levels. We advice buying around 245-246 levels with strict stop loss 241 for the targets of 250-255 levels.

SKS MICRO is looking strong on charts. We advice buying above 186 levels with strict stop loss of 180 for the targets of 192-198 levels.

2.CESC FUTURE

CESC FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 460 levels. We advice buying on dips around 460 levels with strict stop loss 455 for the targets of 465-472 levels .

YOUR MINTVISORY

MACRO NEWS  Energy major Reliance Industries is looking to pick up an 11 percent stake in Venezuela's Petrocarabobo project that was recently surrendered by Malaysia's Petronas, and is eyeing exploration assets in Mexico,  India's growth rate is expected to slip to 4.9 percent in the current fiscal but will improve significantly to 5.6 percent in 2014-15, India Ratings expectation for improved growth in FY'15 is based on a partial recovery in the industrial and services sector growth, and an uptick in investment due to project clearances by the Cabinet Committee on Investment (CCI),  The Reserve Bank of India (RBI) has come under a lot of flak for its inflation-controlling measures that have impacted growth. But former RBI chief D Subbarao refutes such criticism saying the central bank has always been flexible with monetary policy and has moved away from rigid inflation targeting methods to flexible inflation targeting.

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DAILY REPORT FUTURE & OPTION

15st JANUARY. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

NIFTY

PE

6,200

49.95

3,28,955 63,98,350

NIFTY

PE

6,100

25.1

2,12,738 52,97,950

BANKNIFTY

PE

10,500

67.5

14,325

2,71,850

BANKNIFTY

PE

11,000

234

13,261

2,05,650

BANKNIFTY

PE

10,900

186

7,023

1,21,575

INFY

PE

3,650

34.65

1,994

2,10,375

INFY

PE

3,700

54.1

1,945

2,61,125

SBIN

PE

1,650

55.7

1,655

1,82,000

STOCKS IN NEWS  ITC ups Bristol cigarette price by 15% to Rs 45/pack: Sources  VA Tech Wabag bags order worth Rs 250 crore from Karnataka Govt  Coal India Board is meeting today for special dividend  Derive Investments buy 4.7 lakh shares at Rs 61/ share

Open Interest

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

CE

6,300

53.8

3,31,213 53,08,600

NIFTY

CE

6,400

21.75

2,50,872 49,97,450

NIFTY

CE

6,200

108.7

1,31,964 32,70,850

BANKNIFTY

CE

11,200

133

18,869

1,53,450

BANKNIFTY

CE

11,000

213.1

17,127

1,76,925

SBIN

CE

1,700

17.45

5,984

7,38,875

RELIANCE

CE

900

11.15

5,337 14,33,000

RELIANCE

CE

880

19.3

5,230

TCS

CE

2,200

58.60

1,357

Nifty Future closed in the red in the last trading session. We buying around 6230-6250 levels with strict stop loss 5,97,250 of 6200 for the targets of 6280-6320 levels. 1,70,000

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

87783

2704.17

58111

1790.56

422590

13113.49

913.62

INDEX OPTIONS

443571

13607.45

412359

12587.27

1211223

37758.83

1020.18

STOCK FUTURES

55724

1830.51

58305

1876.76

1029140

32378.03

-46.26

STOCK OPTIONS

58071

1889.19

57991

1855.97

79248

2578.77

33.22

TOTAL

1920.76

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6151.51

6212.13

6250.16

6310.78

6348.81

NIFTYJUNIOR

12425.05

12491.65

12584.0

12650.6

12742.95

BANK NIFTY

10713.26

10867.43

10968.81

11122.98

11224.36

YOUR MINTVISORY

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DAILY REPORT 15st JANUARY. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

TRADING STRATEGY: BUY SILVER ABOVE 45250 TGTS 45450/45750 SL 44850 SELL SILVER BELOW 44600 TGTS 44350/44000 SL 45000 GOLD

COMMODITY ROUNDUP Spot gold eased 0.1 percent to $1,243.19 an ounce by 0011 GMT. It touched a one-month peak of $1,255 early on Tuesday before ending the day 0.7 percent lower. U.S. retail sales edged up in December with a core spending gauge posting a big jump, a sign the economy gathered steam at the end of last year and was poised for stronger growth in 2014.The Federal Reserve should bring its bondbuying program to a swift close, according to two of its most hawkish policymakers who take up voting power this year, with one vowing to use his vote to support cuts to the program even if stocks take a tumble. Oil prices rose on Tuesday after data revealed U.S. retail sales came in stronger than expected in December, which investors viewed as sign the U.S. economy continues to recover and will demand more fuel and energy going forward. On the New York Mercantile Exchange, West Texas Intermediate crude for delivery in March traded at USD93.00 a barrel during U.S. trading, up 1.07%. New York-traded oil futures hit a session low of USD91.74 a barrel and a high of USD93.08 a barrel. The March contract settled down 1.01% at USD92.01 a barrel on Monday. Nymex oil futures were likely to find support at USD91.65 a barrel, Monday's low, and resistance at USD93.09 a barrel, Monday's high. Natural gas futures carried Monday's robust gains into Tuesday as speculation remained firm that a recent blast of arctic air will take its toll on inventories. On the New York Mercantile Exchange, natural gas futures for delivery in February traded at USD4.369 per million British thermal units during U.S. trading, up 2.21%. The commodity hit session high of USD4.381 and a low of USD4.288. The February contract settled up 5.45% on Monday to end at USD4.274 per million British thermal units. Natural gas futures were likely to find support at USD4.119 per million British thermal units, Monday's low, and resistance at USD4.428, the high from Jan. 7.

TRADING STRATEGY: BUY GOLD ABOVE 29250 TGTS 29330/29430 SL 29150 SELL GOLD BELOW 28980 TGTS 28900/28800 SL 29100

YOUR MINTVISORY

Gold retreated for a second session on Wednesday, moving further away from a one-month high, as a rally in stock markets prompted by strong U.S. retail sales data dented the metal's appeal as a safe haven.

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DAILY REPORT 15st JANUARY. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

CASTOR SEED

4305

0.07

CHANA

3045

0.03

CORIANDER

7634

0.14

COTTON SEED OILCAKE

1549

0

12470

-0.04

MAIZE– FEED/ INDUSTRIAL GRADE

1185

0

MUSTARD SEED

3589

0.14

SOY BEAN

3605.5

0.43

TURMERIC

6748

-0.24

JEERA

BUYCASTORSEED FEB ABOVE 4410 TGTS 4440,4500 SL 4360 SELLCASTORSEED FEB BELOW 4310 TGST 4280,4230SL 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. 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.

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

YOUR MINTVISORY

TURMERIC Lack of good upcountry demand Mamist moderate arrival trend remained weak. Traders are purchasing only limited quantity as buying interest has reduced.

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DAILY REPORT 15st JANUARY. 2013

CURRENCY

RBI Reference Rate Currency

Rupee- $ Euro

Rate Currency

61.5200 Yen-100 84.100 GBP

EUR/INR

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

Rate

59.4900 101.4772

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. 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.

The dollar slipped to a three-week low against the yen before data tomorrow that economists said will show U.S. reSELL USD/INR BELOW 61.50 TGTS 61.38, 61.18 SL 61.85. tail-sales growth slowed, strengthening the case against BUY USD/INR ABOVE 62.04 TGTS 62.20, 62.40 SL 61.69. faster tapering by the Federal Reserve.

YOUR MINTVISORY

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DAILY REPORT 15st JANUARY. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

14/01/14

MCX GOLD

FEB.

BUY

29300

29400-29500

29150

SL TRIGGERD

14/01/14

MCX GOLD

FEB.

SELL

29000

28900-28800

29150

CALL OPEN

14/01/14

MCX SILVER

MAR.

BUY

45200

45500-45800

44900

BOOKED PROFIT

14/01/14

MCX SILVER

MAR.

SELL

44300

44000-43700

44600

NOT EXECUTED

13/01/14

NCDEX CASTOR SEED

FEB.

BUY

4500

4530-4580

4450

SL TRIGGERD

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

14/01/14

NIFTY

FUTURE

BUY

6250

6300-6350

6200

CALL OPEN

14/01/14

APPOLO TYRE

FUTURE

BUY

117

120-122

115

CALL OPEN

14/01/14

BHARAT FORGE

FUTURE

BUY

345

352-358

337

CALL OPEN

14/01/14

TCI

CASH

BUY

110

115-120

104

NOT EXECUTED

13/01/14

ITC

FUTURE

BUY

323

329-334

319

BOOKED PROFIT

09/01/14

GRAVITA

CASH

BUY

46

50-54

41

CALL OPEN

YOUR MINTVISORY

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DAILY REPORT 15st 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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