Special report by epic research 17 december 2013

Page 1

DAILY REPORT 17th DECEMBER. 2013

Global markets at a glance The Dow Jones industrial average rose 129.21 points or 0.82 percent, to 15,884.57, the S&P 500 gained 11.22 points or 0.63 percent, to 1,786.54 and the Nasdaq Composite added 28.54 points or 0.71 percent, to 4,029.51. European shares rebounded on Monday from a four-day losing streak, led by a rise in German equities that helped offset concerns over future U.S. monetary policy. The panEuropean FTSEurofirst 300 index ended up 1.3% at 1,258.31 points, while the euro zone's blue-chip Euro STOXX 50 index rose by around 2% to 2,978.77 points. Asian shares got off to a promising start on Tuesday on the back of rising U.S. manufacturing output and a jump in euro zone business activity Wall Street Update US stocks rose on Monday after closing Friday their worst week since August as upbeat economic data from the United States and Europe boosted optimism ahead of a key Federal Reserve decision later in the week. In Tokyo, Nikkei futures advanced 0.8 percent, indicating a firmer open after shedding 1.6 percent to a 3-1/2 week closing low on Monday. Previous day Roundup The market closed lower for the fifth consecutive session on Monday. The Sensex fell 50.14 points to 20,665.44, and the Nifty lost 13.70 points to 6,154.70. About 1092 shares have advanced, 1312 shares declined, and 183 shares were unchanged. Index stats The Bankex and Bank Nifty both declined. Among the sartorial indices the sectors which closed up are; Capital Goods [up 43.71pts], Consumer Durables [up 67.28pts], Metals [up 19.35pts], Realty [up 1.73pts], TECK [up 49.31pts], IT [up 133.63pts], Power [up 5.39pts], and Healthcare [up 76.06pts], the index slipped were Oil & Gas [down 137.61pts], AUTO [down 84.8pts], PSU [down 16.42pts],FMCG [down 31.16pts].

World Indices Index

Value

% Change

15,884.57

+0.82

S&P 500

1,786.54

+0.63

NASDAQ EURO STO FTSE 100

4,029.52 2,978.77 6,522.20

+0.71 +1.95 +1.28

Nikkei 225 Hong Kong

15,283.94 23,190.44

+0.66 +0.39

DJl

Top Gainers Company

CMP

Change

% Chg

SSLT

199.75

7.85

+4.09

INFY

3,451.00

77.15

+2.29

POWERGRID

99.20

1.70

+1.74

TATAPOWER

287.00

1.40

+1.61

COALINDIA

287.00

3.90

+1.38

CMP

Change

% Chg

932.05 252.40 557.00 845.00 417.65

27.50 7.40 14.15 19.70 15.95

-2.89 -2.85 -2.48 -2.28 -3.43

Symbol

Prev. Close

Change

%Chg

ASTRAL

282.05

7.55

+2.75

AUROPHARMA

350.00

40.00

+12.90

BFUTILITIE

432.65

20.60

+5.00

DELTACORP

104.2

7.35

+7.59

1181.15

7.85

+0.66

Prev. Close

Change

%Chg

1006.00 48.50

18.35 0.20

-1.79 -0.41

CMP

Change

% Chg

6,154.70 20,559.52

-13.70 -56.06

-0.22 -0.27

Top Losers Company

M&M JINDLASTEL SUNPHARMA RELIANCE INDUSINDBK

Stocks at 52 Week’s high

HCLTECH

Stocks at 52 Week’s Low Symbol

BEL DSKULKARNI

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 17th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. TECH MAHINDRA

STOCK RECOMMENDATION [CASH] 1. TATA ELXSI

TECH MAHINDRA FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 1750. We advise buying around 1740-1750 levels with strict stop loss 1715 for the targets of 1770-1790 levels.

TATA ELXSI is looking strong on charts. We advise buying around 340-345 levels with strict stop loss of 330 for the targets of 355-365 levels.

2. ADANI ENTERPRISES

ADANI ENTERPRISES FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 260. We advise buying above 260 levels with strict stop loss 255 for the targets of 265270. YOUR MINTVISORY

MACRO NEWS  The Indian wholesale price index (WPI) for the month of November shot up to a 14-month high of 7.52% vs 7%in the previous month, led by higher primary, food and fuel prices. The street was largely expecting the November WPI to stay at 7 percent. The September WPI number has also been revised upwards at 7.05% from the provision figure of 6.46.  GlaxoSmithKline plc announced a voluntary open offer to increase its stake in its publicly-listed pharmaceuticals subsidiary in India, GlaxoSmithKline Pharmaceuticals Limited , from 50.7 percent to up to 755 at a price of Rs 3,100 per share. With this latest India deal, GSK is set to spend close to $2 billion in roughly a year to increase its holdings in two listed Indian companies, its biggest incremental investment in any country in that period.  Foreign institutional investors sold Indian shares worth 4.32 billion rupees ($69.49 million) on Friday, to snap their 10-day buying streak, raising concerns ahead of the Fed's meeting ending on Wednesday.  Reserve Bank of India likely to hike repo rate by 25bps.  Government may stop charging market rates for bulk diesel purchase.

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DAILY REPORT FUTURE & OPTION

17th DECEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,100

43.00

2,72,973

49,03,150

NIFTY

PE

6,200

84.50

2,53,099

35,53,000

NIFTY

PE

6,000

19.45

1,79,103

56,49,700

BANK NIFTY

PE

11,000 102.55

26,799

4,04,000

SBIN

PE

1,700

26.00

4,522

2,23,000

INFY

PE

3,400

22.40

3,037

1,84,750

ICICIBANK

PE

1,100

30.70

2,075

3,28,750

TATASTEEL

PE

400

4.85

2,042

14,13,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  SBI reported a 33% decline in its advance tax payment for the December quarter at Rs 1,130 crore.  RIL to exit non-veg business as it hurts religious sentiment.  Walmart gets CCI nod to buy Bharti's stake in Indian JV.  Public sector banks to go on strike on December 18.  CCI clears purchase of Heidelberg's Raigad unit by JSW Steel. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,300

27.40

3,34,185

71,36,150

NIFTY

CE

6,200

62.00

3,00,676

38,32,300

NIFTY

CE

6,400

10.00

1,89,617

49,25,300

BANKNIFTY

CE

12,000

62.90

24,280

4,34,050

SBIN

CE

1,800

20.80

6,050

3,75,500

TCS

CE

2,100

11.05

3,501

4,90,750

RELIANCE

CE

860

9.00

3,293

5,95,250

INFY

CE

3,500

26.05

3,058

1,09,875

TCS

CE

2,050

25.40

2,914

1,88,250

Nifty Future closed in the red in the last trading session. We advise selling on rise around 6200 with strict stop loss of 6240 for the targets of 6160-6120 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

33039

1011.83

51380

1575.35

594990

18322.58

-563.52

INDEX OPTIONS

320587

9702.47

334463

10161.08

1738898

53303.39

-458.61

STOCK FUTURES

56461

1642.93

55362

1571.25

1162702

31801.51

71.68

STOCK OPTIONS

34815

995.58

35800

1024.86

51706

1371.25

-29.28

TOTAL

-979.72

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6124.13

6139.41

6161.33

6176.61

6198.53

NIFTYJUNIOR

12194.13

12237.66

12272.63

12316.16

12351.13

BANK NIFTY

11243.35

11308.15

11374.5

11439.3

11505.65

YOUR MINTVISORY

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DAILY REPORT 17th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP A two day US Fed policy makers meet is scheduled to end on Wednesday and traders may get further clues for their trading from the meeting statement. US gold futures continued its negative trend on Monday and was seen trading down on concerns that US Central Bank may start reducing its monetary stimulus soon. India gold futures edged lower on Monday tracking a weak trend in the global market. Appreciation of Indian Rupee (INR) against US Dollar (USD) may have put pressure on the commodity prices to certain extent. HSBC Flash China Manufacturing Purchasing Managers Index (PMI) was down at 50.5 in December lower when compared to 50.8 in November. Flash China manufacturing output index is reported at 51.8 in December (52.2 in November), a two-month low.

TRADING STRATEGY: BUY SILVER ABOVE 45700 TGTS 45900/46200 SL 45350 SELL SILVER BELOW 45200 TGTS 45000/44700 SL 45550

US mines have produced 19300 kilograms of gold in September this year, a decline of 5% when compared to 20400 kg in the previous month and slightly down when compared to 19600 kg in the same period last year.

GOLD MCX GOLD February contract was closed at Rs 28831 down Rs 601 , or- 2.04 percent. The GOLD rate touched an intraday high of Rs 29371 and an intraday low of Rs 28766. So far 23761 contracts have been traded. Gold Price was taking support at 29250 and traded in sideways range all day. In evening session gold price broke the nearest SUPPORT of 29150 and made new low of 28766 MCX SILVER March contract was closed at Rs 45330 UP Rs 554, or 1.24 percent. The SILVER rate touched an intraday high of Rs 45665 and an intraday low of Rs 44062. 26492 contracts had been traded. Silver opened at morning with gap up and made day low. In mid session silver trade in big range and made night high 45665 . After 8.00 p.m. there had seen more buying pressure in silver and it will helpful to break the nearest resistance of 45700.

TRADING STRATEGY: BUY GOLD ABOVE 28930 TGTS 29010/29110 SL 28820 SELL GOLD BELOW 28690 TGTS 28610/28510 SL 28810

YOUR MINTVISORY

India Govt drive to reduce gold consumption to discourage gold imports, reduce Current Account Deficit (CAD) caused increase in smuggling activity and reduced gold jewellery exports.

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DAILY REPORT 17th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1440

-0.17

Castor Seed

4861

+3.03

Chana

2840

-1.05

Chilli

7348

+0.08

Coriander

8015

+2.82

Cotton Seed Oilcake

1406

-0.92

12980

+0.12

3620

-1.42

697

+0.15

5200

+1.21

Jeera Mustard seed Ref Soya Oil Turmeric

BUY CASTORSEED ABOVE 4880 TGTS 4910,4960 SL 4830 SELL CASTORSEED BELOW 4650 TGTS 4620,4570 SL 4700 DHANIYA

SELL DHANIYA BELOW 8355 TGTS 8325,8275 SL 8395 BUY DHANIYA ABOVE 8460 TGTS 8490,8540 SL 8410

YOUR MINTVISORY

NCDEX ROUNDUP Panel to discuss more sops for sugar mills on December 18. Jeera prices traded up by 0.73% to Rs 13,060 per quintal in futures trade yesterday as speculators created fresh positions supported by pick up in demand in the spot market. At the National Commodity and Derivatives Exchange, jeera for delivery in December rose by Rs 95, or 0.73%, to Rs 13,060 per quintal with an open interest of 2,190 lots. Similarly, the spice for delivery in January traded higher by Rs 80, or 0.61%, to Rs 13,122.50 per quintal in 6,834 lots. speculators created fresh positions supported by pick up in demand in the spot market that helped jeera prices to trade higher at futures trade. Coriander prices rose 2.43% to Rs 8,335 per quintal in futures trading today on strong demand in the spot market against limited arrivals from producing belts. At the National Commodity and Derivative Exchange, coriander for delivery in January gained Rs 198, or 2.43%, to Rs 8,335 per quintal with an open interest of 33,610 lots. Similarly, the spice for delivery in December traded higher by Rs 181, or 2.32%, to Rs 7,976 per quintal in 870 lots. Besides strong demand in the spot market, restricted arrivals from producing regions mainly pushed up coriander prices at futures trade.

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DAILY REPORT 17th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.1024 Yen-100

Euro

85.4284 GBP

JPY/INR

SELL JPY/INR BELOW 59.95 TGTS 59.76,59.60 SL 60.36. BUY JPY/INR ABOVE 60.74 TGTS 60.94, 61.16 SL 60.33. GBP/INR

Rate

60.4000 101.2704

CURRENCY ROUNDUP The dollar pulled back further against the yen from a fiveyear high set on Friday. The greenback was at 103.08 yen after easing 0.3 percent on Monday. Ahead of the Reserve Bank of Australia policy meeting minutes, the Australian dollar was down a tad at$0.8944, near a 3-1/2 month low of $0.8909 set on Friday. The dollar moved largely lower against most major currencies on Monday after hit-or-miss economic indicators released earlier cast doubts on recent expectations for the Federal Reserve to announce plans to taper its USD85 billion in monthly asset purchases at a policy meeting this week. The euro held the upper hand on Tuesday after surprisingly strong euro zone manufacturing data, while uncertainty over when the Federal Reserve would start to trim its economic stimulus program kept the dollar on the defensive. The Reserve Bank of India said on Monday it accepted all 58 bids for 384.50 billion rupees ($6.19 billion) at its one-day repo auction, through which it injects liquidity into the banking system. It accepted both bids for 8.03 billion rupees ($129.2 million) at its one-day reverse repo auction, through which it absorbs excess liquidity from the banking system. Indian banks' refinancing with RBI rises to 264.95 billion rupees. Indian banks' cash balances with RBI marginally lower at 3.11 trillion rupees. The Indian rupee gained on Monday, snapping three days of losses on inflows tied to dollar sales from foreign banks and corporate, even as high wholesale prices virtually sealed the case for a rate hike on Wednesday.

SELL GBP/INR BELOW 100.83 TGTS 100.66,100.44 SL 101.28. BUY GBP/INR ABOVE 101.70 TGTS 101.86,102.03 SL 101.25.

YOUR MINTVISORY

The partially convertible rupee closed at 61.73/74 per dollar compared with 62.125/135 on Friday. It rose 0.7 pct in session, its biggest single day gain in nearly a month. In the offshore non-deliverable forwards, the one-month contract was at 62.15 while the three-month was at 63.02.

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DAILY REPORT 17th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy Entry Level

Target

Stop Loss

Remark NOT EXECUTED

16/12/13

MCX GOLD

DEC

BUY

29500

29580-29680

29390

16/12/13

MCX GOLD

DEC.

SELL

29250

29170-29070

29360

16/12/13

MCX SILVER

DEC

BUY

45050

45300-45650

44750

16/12/13

MCX SILVER

DEC

SELL

44500

44250-43900

44800

BOOKED PROFIT

16/12/13

NCDEX CASTOR SEED

JAN.

SELL

4640

4615-4580

4680

NOT EXECUTED

16/12/13

NCDEX CASTOR SEED

JAN.

BUY

4880

4905-4940

4840

NOT EXECUTED

16/12/13

NCDEX DHANIYA

JAN

BUY

8380

8405-8440

8345

BOOKED FULL PROFIT

16/12/13

NCDEX DHANIYA

JAN

SELL

7950

7925-7980

7995

NOT EXECUTED

16/12/13

USD/INR

DEC.

SELL

62.21

61.99-61.75

62.60

BOOKED PROFIT

16/12/13

USD/INR

DEC.

BUY

62.48

62.62-62.75

62.09

NOT EXECUTED

16/12/13

EUR/INR

DEC.

SELL

85.34

85.18-84.97

85.74

BOOKED PROFIT

16/12/13

EURINR

DEC.

BUY

85.64

85.79-85.92

85.24

BOOKED PROFIT

Stop Loss

Remark

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level Target

BOOKED FULL PROFIT BOOKED FULL PROFIT

16/12/13

NIFTY

FUTURE

SELL

6180

6150-6120

6240

CALL OPEN

16/12/13

TATAMOTORS

FUTURE

BUY

368-372

378-384

360

CALL OPEN

16/12/13

AURO PHARMA

FUTURE

BUY

314

318-324

309

BOOKED FULL PROFIT

16/12/13

BF UTILITIES

CASH

BUY

410-415

425-440

400

NOT EXECUTED

13/12/13

JINDAL PHOTO

CASH

BUY

130-135

145-155

122

CALL OPEN

12/12/13

HCLTECH

FUTURE

BUY

1180

1200-1220

1160

CALL OPEN

11/12/13

SASKEN COMM

CASH

BUY

176

186-196

166

BOOKED PROFIT

YOUR MINTVISORY

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DAILY REPORT 17th DECEMBER. 2013

ECONOMIC CALENDAR US ECONOMIC REPORT

TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

MONDAY, DEC. 16 8:30 AM

EMPIRE STATE INDEX

DEC.

4.0

-2.2

8:30 AM

PRODUCTIVITY REVISION

Q3

2.4%

1.9%

9:15 AM

INDUSTRIAL PRODUCTION

NOV.

0.5%

-0.1%

9:15 AM

CAPACITY UTILIZATION

NOV.

78.4%

78.1%

TUESDAY, DEC. 17 8:30 AM

CONSUMER PRICE INDEX

NOV.

0.1%

-0.1%

8:30 AM

CORE CPI

NOV.

0.1%

0.1%

8:30 AM

CURRENT ACCOUNT

Q3

--

-$99 BLN

10 AM

HOME BUILDERS' INDEX

DEC.

55

54

WEDNESDAY, DEC. 18 8:30 AM

HOUSING STARTS

NOV.

950,000

891,000 (AUG)

8:30 AM

BUILDING PERMITS

NOV.

1.00 MLN

1.04 MLN

2 PM

FOMC STATEMENT

2:30 AM

BERNANKE PRESS CONFERENCE THURSDAY, DEC. 19

8:30 AM

WEEKLY JOBLESS CLAIMS

12/14

N/A

N/A

10 AM

EXISTING HOME SALES

NOV.

5.05 MLN

5.12 MLN

10 AM

PHILLY FED

DEC.

10.0

6.5

10 AM

LEADING INDICATORS

NOV.

--

0.2%

3.6%

3.6%

FRIDAY, DEC. 20 8:30 AM

GDP REVISION

Q3 Disclaimer

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