Special report by epic research 17 january 2014

Page 1

DAILY REPORT 17st JANUARY. 2013

Global markets at a glance Asian stocks rose on Thursday on continued economic recovery in Japan and the World Bank's decision to hike its global growth forecasts for this year. The dollar index, which tracks the greenback against a basket of six major currencies, was last down 0.1 percent at 80.917 .DXY. The greenback slipped 0.1 percent to 104.26 yen, but remained well off a four-week low of 102.85 set on Monday. Against the euro, the dollar treaded water at $1.3613. Wall Street Update The Dow and S&P 500 dipped on Thursday, led by financial shares after a round of disappointing earnings from the sector. The S&P 500 pulled back from record levels and was nearly flat for the week. Goldman's stock slid 2.1 percent to $175.06, one of the Dow's biggest decliners, while Citigroup dropped 4.1 percent to $52.75. The S&P financial sector index fell 0.7 percent, making it the biggest loser among the S&P 500 sectors

World Indices Index

Value

% Change

16,417.01

-0.39

S&P 500

1,845.89

-0.13

NASDAQ EURO STO FTSE 100

4,218.69 3,150.20 6,815.45

+0.09 -0.69 -0.07

Nikkei 225 Hong Kong

15,677.66 22,898.82

-0.44 -0.38

DJl

Top Gainers Company

CMP

Change

% Chg

HCLTECH

1,392.00

61.65

4.63

302.85

7.45

2.52

1,752.00

41.90

2.45

HINDALCO

113.10

2.25

2.03

WIPRO

570.50

9.80

1.75

CMP

Change

% Chg

315.05 369.55 287.45 594.50 413.50

-16.45 -7.75 -4.35 -9.00 -6.20

-4.96 -2.05 -1.49 -1.49 -1.48

Prev. Close

Change

%Chg

1,292.20 1,392.00 3,721.95 151.20 261.70

-1.20 61.65 9.90 25.20 6.50

0.09 4.63 0.27 20.00 3.09

Prev. Close

Change

%Chg

CMP

Change

% Chg

6318.90 21265.

-2.00 -24.31

-0.03 -0.11

COALINDIA ULTRACEMCO

Top Losers Previous day Roundup The market closed on a flat note but Nifty managed to hold the 6300-level. The Sensex was down 24.31 points at 21265.18, and the Nifty ended at 6318.90, down 2.00 points. About 1149 shares have advanced, 1486 shares declined, and 261 shares are unchanged. In a major relief to the government, Moody’s in its latest report has said that India’s rating downgrade is not on the cards. Moody's has given India an investment grade rating of Baa3 with a stable outlook. Index stats The Market was very in yesterday session where Bankex and Bank Nifty both closed almost flat (down-0.21 % and down –0.30% respectively). Among the sartorial indices almost the sectors which were down are; Healthcare [down —58.85pts],Consumer Durables [down-0.39 pts], Capital Goods AUTO [down –101.67pts],TECK [down –9.56 pts], Oil & Gas [down-27.46 pts], Power [ down –7.75pts], and the index advanced were Metals [up167.08 pts IT [up54.15 pts], FMCG [up-52.55 pts] [up 24.09pts], Realty [up 0.90pts], PSU [up 14.36 pts],

Company

BHARTIARLT TATAMOTORS ONGC SUNPHARMA RANBAXY

Stocks at 52 Week’s high Symbol

DIVISLAB HCLTECH INFY INFINITE UPL

Stocks at 52 Week’s Low Symbol

--

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 17st JANUARY. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. ITC FUTURE

STOCK RECOMMENDATION [CASH] 1. GITANJALI GEMS

ITC FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 332 levels. We advise buying above 332 levels with strict stop loss 327 for the targets of 338-345 levels. 2. BHARAT FORGE FUTURE

GITANJALI GEMS is looking strong on charts. We advice buying above 70 levels with strict stoploss of 65 for the targets of 75-80 levels. MACRO NEWS      

BHARAT FORGE FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 352 levels. We advise buying on dips around 348-350 levels with strict stop loss 342 for the targets of 358-365 levels.

YOUR MINTVISORY

 

FY14 deficit likely to be lower than 4.8% target FY14 fiscal deficit expected to be lower than 4.8% target Air India employees back airline's pivatisation: Moody's has given India an investment grade rating of Baa3 with a stable outlook Axis Bank Q3 net rises 19% to Rs 1,604 cr, NPAs rise IOC stake sale is likely to happen within a week, which may fetch the government Rs 4,800-Rs 5,000 crore. ONGC and OIL may pick up 50 percent stake each. Bajaj Auto Q3 net profit up 10.5 percent, beats estimates Richemont seeks entry into India's luxury retail market TCS net profit surges 49.6 percent, sees stronger growth in next fiscal

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DAILY REPORT FUTURE & OPTION

17st JANUARY. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

NIFTY

PE

6,300

52.6

3,28,234 45,53,900

NIFTY

PE

6,200

24.7

3,16,240 68,93,900

NIFTY

PE

6,100

11.55

1,54,630 57,15,950

BANKNIFTY

PE

11,000 157.85

BANKNIFTY

PE

10,500

BANKNIFTY

PE

AXISBANK TCS

STOCKS IN NEWS  HCL Tech Q2 beats estimates, net jumps 5.7% to Rs 1496 cr and dollar revenues grew 4%  Sasken Communication will mull special dividend on January 2  DCB Bank's Q3 net profit rose to Rs 36.4 crore versus Rs 27 crore (YoY)  Credit Suisse downgrades Bharti to neutral and cuts target price to Rs 310 from Rs 420

Open Interest

14,542

2,91,150

32.05

9,437

2,74,300

10,800

89

7,043

1,05,350

PE

1,150

17.5

5,899

2,91,250

PE

2,300

23.15

5,830

3,48,000

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

CE

6,400

36

3,53,490

48,20,750

NIFTY

CE

6,300

83.25

2,97,016

49,90,150

NIFTY

CE

6,500

12.25

1,84,038

40,00,150

BANKNIFTY

CE

11,500

66.25

22,974

3,72,925

BANKNIFTY

CE

11,200

152

17,054

1,71,925

BANKNIFTY

CE

11,300

118

10,668

TCS

CE

2,400

33.9

9,292

AXISBANK

CE

1,200

22

7,870

1,30,850 Nifty Future closed in the green in the last trading session. We buying around 6300-6280 levels with strict stop 6,78,625 loss of 6250 for the targets of 6350-6380 levels. 6,57,000

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

78264

2431.38

62910

1944.73

473223

14798.49

486.65

INDEX OPTIONS

439965

13566.30

471272

14461.59

1268254

39841.09

-895.29

STOCK FUTURES

59311

1965.20

58645

1927.12

1052532

33436.53

38.08

STOCK OPTIONS

49555

1511.91

51616

1579.79

90718

2962.72

-67.87

TOTAL

-438.43

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6243.9

6282.4

6303.8

6342.3

6363.7

NIFTYJUNIOR

12498.24

12554.79

12601.84

12658.39

12705.45

BANK NIFTY

0913.86

11019.63

11091.86

11197.63

11269.86

YOUR MINTVISORY

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DAILY REPORT 17st JANUARY. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP

MCX gold futures for February are trading on a flat note amid lack of a major movement in global gold prices. The commodity has slipped from its one month high this week but the losses have been rather limited on hopes of steady demand from retail buyers as well as investors after a massive drop in prices last year. COMEX Gold is quoting at $$1338.30, unchanged on the day amid a very thin movement today. MCX Gold is quoting at Rs 29010, down Rs 9 per 10 grams on the day.

TRADING STRATEGY: BUY SILVER ABOVE 44950 TGTS 45150/45450 SL 44600 SELL SILVER BELOW 44600 TGTS 44400/44100 SL 44950 GOLD

The Union government has hiked tariff values for Gold and silver in line with the recovery in global prices in last couple of weeks. According to a latest update from the Ministry of Finance, the tariff value for gold has been hiked by $15 or 3.82% to $407 per 10 grams while the same for Silver has been hiked by $25 or 3.91% per tonne to $663 per kg. Both gold and silver jumped in the New Year, hitting their multi week highs on bargain buying after massive losses in last year. Gold prices slipped 28% while silver lost a whopping 36% in 2013. Meanwhile, the Euro remained on tenterhooks today, quoting around 1.3600 levels against the US dollar. The single currency had eased yesterday and is failing to witness much of buying amid a string of positive US economic data and spurt in US stocks.US stocks added further gains on Wednesday, with the S&P 500 building on its biggest gain in nearly a month, after strong data and earnings from Bank of America pointed to continued improvement in the economy

TRADING STRATEGY: BUY GOLD ABOVE 29190 TGTS 29270/29370 SL 29070 SELL GOLD BELOW 29000 TGTS 28920/28820 SL 29120

YOUR MINTVISORY

Gold was steady in early trade on Friday but was headed for its first weekly drop in four weeks as a string of U.S. data showed more strength in the recovery of the world's largest economy .

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DAILY REPORT 17st JANUARY. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Castor Seed

4352

-0.64

Chana

3060

-0.65

Coriander

7970

0.64

Cotton Seed Oilcake

1572

-0.76

12540

-0.02

Maize– Feed/ Industrial Grade

1191

-1.16

Mustard seed

3625

0.14

Soy Bean

3715

0.95

Turmeric

6746

-0.5

Jeera

BUY CASTORSEED FEB ABOVE 4445 TGTS 4475/4505 SL 4395 SELL CASTORSEED FEB BELOW 4370 TGTS 4340/4290 SL 4420

NCDEX ROUNDUP

DHANIYA The turmeric futures pared the prior session's gains on short selling at higher side. The turmeric futures for the April delivery ended the day at Rs 6746, down Rs 34 or 0.50%. The Turmeric markets in Andhra Pradesh opened today after a short Holiday on account of local festivities owing to Pongal. Nizamabad has seen new crop arrivals of 1500 bags (75 kgs each) and around 1000 bags from the old crop. The arrivals from new crop are expected to increase in coming days. Spot prices are lingering at Rs 5905, up Rs 65 per quintal on the day as there is good demand after the break in activity. Cardamom futures ended the Thursday's session with nominal losses on long liquidations trigged by strong availability. The MCX cardamom for February delivery ended the session at Rs 703.30, down Rs 1.80 or 0.26%.

BUY DHANIYA FEB ABOVE 8250 TGTS 8280 / 8330 SL 8200 SELL DHANIYA FEB BELOW 8070 TGTS 8040 / 7990 SL 8120

YOUR MINTVISORY

The harvesting of the new crop had just started in Guatemala. Crop size is similar to last year. The prices of the greens had been reduced somewhat, as it is now peak harvesting season of the green cardamoms .

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DAILY REPORT 17st JANUARY. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.5325 Yen-100

Euro

83.8395 GBP

USD/INR

Rate

58.7700 100.7349

CURRENCY ROUNDUP The Indian rupee ended little changed on Thursday as dollar demand from importers was adequately met by dollar selling by foreign banks, likely on behalf of clients looking to invest in the domestic debt market. Bonds continued to gain for a fifth straight session with foreign funds having bought more than $2 billion worth of bonds so far in 2014. Broad strength in the dollar versus most other regional and major currencies prevented the rupee from making sharp gains while sustained selling from foreign banks limited any sharp fall, holding the pair in a tight range.

SELL USD/INR BELOW 61.52 TGTS 61.38,61.18 SL 61.82. BUY USD/INR ABOVE 61.95 TGTS 62.09, 62.23 SL 61.60. GBP/INR

"Yesterday it was mainly the petro demand being met by custodian bank dollar sales, there was nothing major otherwise. Tomorrow, too, expected range trading between 61.45 to 61.75 to continue, The partially convertible rupee closed at 61.5350/5450 per dollar compared to 61.54/55 on Wednesday. The unit moved in a narrow range of 61.51 to 61.7150 during the session. Losses in the domestic share market also prevented the rupee from gaining. The U.S. dollar held firm having returned to levels seen before last week's soft payrolls data as faith in the U.S. economic recovery was restored, while the Australian dollar slid to a 3-1/2-year low after a dismal local jobs re-

SELL GBP/INR BELOW 100.55 TGTS 100.40,100.25 SL 100.91. BUY GBP/INR ABOVE 101.15 TGTS 101.34,101.55 SL 100.79

YOUR MINTVISORY

port. In the offshore non-deliverable forwards, the onemonth contract was at 61.88 while the three-month was at 62.69.The strong data reinforced expectations that the U.S. economic recovery will continue to deepen going into this year and offset lingering concerns over last week's surprising weak U.S. nonfarm payrolls report The dollar was slightly lower against the euro, with EUR/USD easing up 0.11% to 1.3618

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DAILY REPORT 17st JANUARY. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

16/01/14

MCX GOLD

FEB.

BUY

29040

29120-29220

28920

BOOKED PROFIT

16/01/14

MCX GOLD

FEB.

SELL

28980

28900-28800

29100

SL TRIGGERED

16/01/14

MCX SILVER

MAR.

BUY

44950

45150-45450

44600

NOT EXECUTED

16/01/14

MCX SILVER

MAR.

SELL

44600

44350-44000

45000

BOOKED PROFIT

16/01/14

NCDEX CASTOR SEED

FEB.

BUY

4480

4510-4560

4430

NOT EXECUTED

16/01/14

NCDEX CASTOR SEED

FEB.

SELL

4400

4380-4330

4450

BOOKED PROFIT

16/01/14

NCDEX DHANIYA

FEB.

BUY

8150

8180-8230

8100

BOOKED FULL PROFIT

16/01/14

NCDEX DHANIYA

FEB.

SELL

8010

7980-7980

8050

NOT EXECUTED

16/01/14

USD/INR

JAN.

SELL

61.56

61.43-61.30

61.91

NO PROFIT NO LOSS

16/01/14

USD/INR

JAN.

BUY

61.95

62.10-62.25

61.60

NOT EXECUTED

16/01/14

EUR/INR

JAN.

SELL

83.95

83.82-83.67

84.30

BOOKED PROFIT

16/01/14

EURINR

JAN.

BUY

84.33

84.50-84.66

83.98

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

16/01/14

NIFTY

FUTURE

BUY

6340

6360-6390

6315

SL TRIGGERED

16/01/14

BANK OF BARODA

FUTURE

BUY

636

642-650

628

NOT EXECUTED

16/01/14

ITC

FUTURE

BUY

331

334-339

327

SL TRIGGERED

16/01/14

BHARTI AIRTEL

CASH

BUY

335

338-343

331

NOT EXECUTED

15/01/14

SKS MICRO

CASH

BUY

186

192-198

180

CALL OPEN

14/01/14

APPOLO TYRE

FUTURE

BUY

117

120-122

115

SL TRIGGERED

09/01/14

GRAVITA

CASH

BUY

46

50-54

41

CALL OPEN

YOUR MINTVISORY

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DAILY REPORT 17st 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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