Special report by epic research 19 december 2013

Page 1

DAILY REPORT 19th DECEMBER. 2013

Global markets at a glance Asian share markets rallied on Thursday as a Federal Reserve commitment to low rates offset a long-dreaded decision to taper stimulus, he Nikkei .N225which climbed 1.7 percent to threaten its peak for this year. Stocks in Sydney .AXJO and Seoul .KS11 both gained 0.8 percent while MSCI's broadest index of Asia-Pacific shares outside Japan The Dow Jones industrial average surged 292.71 points or 1.84 percent, to end at 16,167.97, a record closing high. The S&P 500 gained 29.65 points or 1.66 percent, to finish at 1,810.65, also a record closing high. The Nasdaq Composite climbed 46.38 points or 1.15 percent, to close at 4,070.06. European markets had rallied earlier. European shares advanced on Wednesday, more than recouping the previous session's losses The FTSEurofirst 300 closed up 0.9 percent at 1,259.06 points, albeit in light volume, Wall Street Update U.S. stocks staged an explosive rally on Wednesday, driving the Dow and the S&P 500 to all-time closing highs after the Federal Reserve announced it would start to unwind its historic stimulus. extended losses just after the announcement, but quickly turned higher and began rallying. The day's move marked the biggest swing from the day's high to the low for the S&P 500 in two years. All 10 S&P 500 sector indexes ended higher,

World Indices Index

Value

% Change

16,167.97

+1.84

S&P 500

1,810.65

+1.66

NASDAQ EURO STO FTSE 100

4,070.06 2,975.09 6,492.08

+1.15 +1.13 +0.09

Nikkei 225 Hong Kong

15,819.49 23,306.40

+1.49 +0.70

DJl

Top Gainers Company

CMP

Change

% Chg

BHEL

164.10

9.75

+6.32

DLF

160.55

8.55

+5.63

PNB

592.60

26.80

+4.74

INDUSINDBK

432.25

17.80

+4.29

BAJAJ-AUTO

1,939.20

76.10

+4.08

CMP

Change

% Chg

249.80 201.80 1,749.20

2.20 1.15 4.65

-0.87 -0.57 -0.27

Prev. Close

Change

%Chg

AMARAJABAT

361.50

3.75

+1.05

AUROPHARMA

374.25

19.65

+5.54

BIOCON

439.65

47.35

12.07

DIVISLAB

1,186.05

31.90

+2.76

HCLTECH

1,195.80

25.45

+2.17

Prev. Close

Change

%Chg

56.00 413.5

+0.20 0.25

+0.36 -0.06

CMP

Change

% Chg

6,217.15 20,859.86

+78.10 +247

+1.27 +1.20

Top Losers Company

JINDALSTEL SSLT ULTRACEMCO --

Stocks at 52 Week’s high Previous day Roundup Indian shares rose more than 1%on Wednesday to snap their six-day losing streak. The benchmark BSE index rose 1.2 percent, or 247.72 points, to end at 20,859.86, marking its highest close in nearly a week. The broader NSE index gained 1.27 percent, or 78.10 points, to end at 6,217.15, closing above the psychologically important 6,200 level.

Symbol

Index stats The Bankex and Bank Nifty both advanced 1.40% & 1.33% respectively. Among the sartorial indices all the sectors were up; Capital Goods [up 259.47pts], FMCG [up 25.49pts], PSU [up 105.74pts], Consumer Durables [up 77.43pts], Metals [up 63.70pts], TECK [up 22.00pts], IT [up 42.41pts], and Healthcare [up 111.52pts], Oil & Gas [up 180.00pts], AUTO [up 206.47pts], Realty [up 46.84pts], Power [up 33.89pts].

Stocks at 52 Week’s Low Symbol

ESSARPORTS MYSOREBANK

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

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DAILY REPORT 19th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. AMBUJA CEMENT

STOCK RECOMMENDATION [CASH] 1. ORCHID CHEM

AMBUJA CEMENT FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 181. We advise buying above 181 levels with strict stop loss 179 for the targets of 183-185 levels.

ORCHID CHEM is looking strong on charts. We advise buying above 62 levels with strict stop loss of 59 for the targets of 65-67 levels.

2. DLF

MACRO NEWS  Reserve Bank of India left repo rate unchanged at 7.75 percent and CRR at 4 percent of net demand and time liability (NDTL), saying it was willing to wait for more inflation data before taking an action.  Fed tapers purchases by $10 bln a month, keeps rates low. The central bank said it would reduce its monthly asset purchases by $10 billion to $75 billion, while it also indicated that its key interest rate would stay at rock bottom even longer than previously promised. Fed Chairman Ben Bernanke began hinting at a reduction in the stimulus back in May. After months of agonizing, investors took the Fed's decision to trim its bond buying by $10 billion to $75 billion a month as a modest step and one the U.S. economy could well withstand.  Government may allow telecom companies to share 2G spectrum with riders.  Telecom sector to use 75 pct R&D fund for product development.  India, Japan raise currency swap arrangement limit to $50 bn.

DLF FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 160. We advise buying around 160-161 levels with strict stop loss 158 for the targets of 163-165 levels.

YOUR MINTVISORY

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DAILY REPORT FUTURE & OPTION

19th DECEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,200

41.15

4,54,528

50,95,850

NIFTY

PE

6,100

18.35

4,40,080

58,39,000

NIFTY

PE

6,000

7.75

2,76,086

57,38,100

BANK NIFTY

PE

11,000

65.00

51,390

4,33,600

SBIN

PE

1,700

13.20

11,706

3,29,750

POWERGRID

PE

95

0.35

5,886

69,98,000

ICICIBANK

PE

1,100

24.95

3,528

3,43,000

DLF

PE

150

1.30

2,961

16,32,000

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  State Bank of India may cut new home loan rates by 15-25 bps.  Lupin launches HIV drug in the US with marketing exclusivity  Biocon inks licensing pact with US-based Quark Pharma  PVR BluO to invest Rs 100 cr to double centres in 3 yrs  Vodafone gets Rs 3700cr tax bill from income tax department. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,300

48.15

6,00,030

71.50,750

NIFTY

CE

6,200

101.00

5,00,766

39,63,350

NIFTY

CE

6,400

17.90

3,82,214

57,00,900

BANKNIFTY

CE

11,500

197.80

60,144

3,36,825

SBIN

CE

1,800

28.95

15,395

5,50,500

POWERGRID

CE

100

1.85

8,377

52,84,000

RELIANCE

CE

860

13.80

4,698

3,99,500

DLF

CE

160

5.40

4,695

19,56,000

ICICIBANK

CE

1,100

32.05

3,752

3,44,250

Nifty Future closed in the green in the last trading session. We advise buying around 6250 with strict stop loss of 6200 for the targets of 6120-6100 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

84727

2587.30

66699

2038.37

629793

19577.23

548.92

INDEX OPTIONS

558523

16970.71

589997

17906.50

1786121

55298.94

-935.79

STOCK FUTURES

110816

3175.08

116067

3315.54

1152491

32193.30

-140.46

STOCK OPTIONS

57034

1485.11

58292

1522.06

53724

1461.64

-36.94

TOTAL

564.27

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6088.31

6152.73

6194.36

6258.78

6300.41

NIFTYJUNIOR

12243.08

12367.26

12437.08

12561.26

12631.08

BANK NIFTY

10894.36

11126.13

11349.21

11580.98

11804.06

YOUR MINTVISORY

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DAILY REPORT 19th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP Gold was the main casualty of the Fed move, and the resulting jump in the dollar. After gyrating wildly, spot prices for the metal were off at $1,220.91 an ounce and uncomfortably close to the year low at $1,211.80. Oil markets shrugged off the Fed's decision, perhaps encouraged by signs of a pick up in global growth. Brent crude ended Wednesday up 84 cents at $109.24 a barrel. U.S. oil futures edged back 19 cents to $97.87 a barrel but are still up over a dollar on the week so far. MCX GOLD February contract was closed at Rs 28868 UP Rs 190 , or 0.66 percent. The GOLD rate touched an intraday high of Rs 28920 and an intraday low of Rs 28672. 17266 contracts had been traded. Gold Price was taking support at 28640 and traded in sideways range all day. In evening session gold price broke the nearest resistance of 28850 and made high of 28920

TRADING STRATEGY: BUY SILVER ABOVE 45550 TGTS 45750/46150 SL 45150 SELL SILVER BELOW 45200 TGTS 45000/44600 SL 45600 GOLD

MCX SILVER march contract was closed at Rs 45348 up Rs 614, or 1.37 percent. The SILVER rate touched an intraday high of Rs 45475 and an intraday low of Rs 44794. 16967 contracts had been traded. Silver opened at morning with gap up and made day low. In mid session silver traded in narrow range and made night high 45475 . After 11.00 p.m. more buying pressure had been in silver and it will helpful to break the nearest resistance 45550. Nickel prices rose by 0.37% to Rs 879.70 per kg in futures trade yesterday as speculators enlarged their positions, tracking a firm spot market trend on pick up in demand from alloy-makers. At the Multi Commodity Exchange, nickel for delivery in January gained Rs 3.20, or 0.37%, to Rs 879.70 per kg in business turnover of 13 lots. Similarly, the metal for delivery in December moved up by Rs 2.60, or 0.30%, to Rs 870.50 per kg in 506 lots. Speculators enlarged their positions, tracking a firming trend in spot market on pick up in demand from alloy-makers mainly led to rise in nickel prices at futures trade.

TRADING STRATEGY: BUY GOLD ABOVE 28950 TGTS 29030/29130 SL 28820 SELL GOLD BELOW 28620 TGTS 28540/28440 SL 28740

YOUR MINTVISORY

Import of jewellery from Hong Kong attracts no duty in India, due to a free trade agreement. A handful of large businessmen in the segment have started over-invoicing jewellery consignments to India, to siphon off dollars abroad and earn risk-free off-market interest on it.

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DAILY REPORT 19th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1445

+0.14

Castor Seed

4873

+0.23

Chana

2816

-0.21

Chilli

7214

-0.91

Coriander

7718

-3.99

Cotton Seed Oilcake

1431

+1.35

13097.5

+0.91

Mustard seed

3570

-0.81

Ref Soya Oil

692.5

-0.82

Turmeric

5210

-1.44

Jeera

BUY CASTORSEED JAN ABOVE 4890 TGTS 4910,4960 SL 4840 SELL CASTORSEED JAN BELOW 4805 TGTS 4775,4725 SL 4855 DHANIYA

BUY DHANIYA JAN ABOVE 8190 TGTS 8220,8270 SL 8140 SELL DHANIYA JAN BELOW 8070 TGTS 8050,8000 SL 8120

YOUR MINTVISORY

NCDEX ROUNDUP Sugar prices weakened by 0.29% to Rs 2,758 per quintal in futures trade yesterday on ample supplies at spot market against low demand. At the National Commodity and Derivatives Exchange, sugar for delivery in January weakened by Rs 8, or 0.29%, to Rs 2,758 per quintal with an open interest of 26,660 lots. Sugar for delivery in February also traded lower by Rs 2, or 0.07%, to Rs 2,768 per quintal in 17,410 lots. The fall in sugar futures to ample supplies at spot market against low demand from bulk consumers such as ice-cream and soft-drink makers due to winter. Tracking a weak global trend, crude palm oil prices declined by 0.62% to Rs 548.50 per 10 kg in futures trade yesterday as speculators offloaded their positions. At the Multi Commodity Exchange, crude palm oil for delivery in December declined by Rs 3.40, or 0.62%, to Rs 548.50 per 10 kg in business turnover of 31 lots. Similarly, oil for delivery in January edged lower by Rs 3.30, or 0.59%, to Rs 551.40 per 10 kg in 37 lots. Offloading of positions by speculators in tandem with a weak global trend on concern that exports from Indonesia and Malaysia, the world's largest producers, may drop this month as traders are lured by easing prices of alternate vegetable oils, mainly influenced crude palm oil prices at futures trade. Meanwhile, palm oil for the contract for delivery in March declined 0.9% to $784 a metric tonne on the Malaysia

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DAILY REPORT 19th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.9176 Yen-100

Euro

85.2692 GBP

USD/INR

Rate

60.1600 100.8328

CURRENCY ROUNDUP The dollar galloping above 104.00 yen for the first time since 2008. The dollar was hoisted to a more than five-year high against the yen on Thursday after the Federal Reserve started to dial back its massive bond-buying stimulus, giving markets a strong signal that the U.S. economy was growing at a healthy clip. The dollar was a major beneficiary, surging to 104.15 yen while the euro toppled back to $1.3685. The broad-based slide in the yen was viewed as positive for Japanese exports and profits. The euro also came under pressure against the greenback, hitting a two-week low, and analysts at BNP Paribas continued to recommend short euro/dollar strategy. The euro was down 0.1 percent at $1.36690, adding to Wednesday's 0.6 percent slide and touching its lowest against the dollar since December 6.

BUY USD/INR ABOVE 62.31 TGTS 62.45, 62.64 SL 61.90. SELL USD/INR BELOW 61.80 TGTS 61.64, 61.47 SL 62.21. GBP/INR

The U.S. central bank said it would reduce its monthly asset purchases by $10 billion, bringing them down to $75 billion. The taper will be equally split between mortgage-backed securities and Treasury bonds. But in a move to forestall any sharp market reaction that could undercut the recovery, the Fed also said it "likely will be appropriate" to keep overnight rates near zero "well past the time" that the U.S. jobless rate falls below 6.5 percent. The greenback rose to 104.37 yen, a level not seen since October 2008. It jumped 1.6 percent versus the Japanese currency overnight, marking its biggest one-day rally in 41/2 months.

BUY GBP/INR ABOVE 101.90 TGTS 102.09,102.23 SL 101.35. SELL GBP/INR BELOW 101.02 TGTS 100.83, 100.67 SL 101.47.

YOUR MINTVISORY

Sterling pulled back, having rallied 0.8 percent against the dollar on Wednesday after British unemployment fell by more than expected, raising expectation that interest rates could rise earlier than previously forecast. The pound was down 0.1 percent at $1.6382, off from a more than twoyear peak of $1.6486 set on Wednesday.

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DAILY REPORT 19th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

18/12/13

MCX GOLD

FEB.

BUY

28830

18/12/13

MCX GOLD

FEB.

SELL

28260

18/12/13

MCX SILVER

MARCH

BUY

45250

18/12/13

MCX SILVER

MARCH

SELL

44600

18/12/13

NCDEX CASTOR SEED

JAN.

SELL

4820

18/12/13

NCDEX CASTOR SEED

JAN.

BUY

4950

18/12/13

NCDEX DHANIYA

JAN.

BUY

8280

18/12/13

NCDEX DHANIYA

JAN.

SELL

8065

18/12/13

USD/INR

DEC.

SELL

61.86

18/12/13

USD/INR

DEC.

BUY

62.21

18/12/13

EUR/INR

DEC.

SELL

85.18

18/12/13

EUR/NR

DEC.

BUY

85.70

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

2891029010 2854028440 4545045800 4440044100 47904740 49805030 83108360 80357985 61.7161.54 62.3662.48 84.9984.83 85.8786.05 Target

Stop Loss

Remark

28700

BOOKED FULL PROFIT

28740

NOT EXECUTED

44900

BOOKED PROFIT

44950

NOT EXECUTED

4870

SL TRIGGERED

4900

NOT EXECUTED

8230

SL TRIGGERED

8115

NOT EXECUTED

62.26

SL TERGGERED

61.81

BOOKED PROFIT

85.59

SL TRIGGERED

85.29

NOT EXECUTED

Stop Loss

Remark

18/12/13

NIFTY

FUTURE

SELL

6150

6200

6120-6100

NOT EXECUTED

18/12/13

HDIL

FUTURE

SELL

46-47

44.542.5

48.5

SL TRIGGERED

18/12/13

HDFC

FUTURE

SELL

780

765-750

795

NOT EXECUTED

18/12/13

WOCKHARDT

CASH

BUY

390

410-430

370

NOT EXECUTED

17/12/13

TECH MAHINDRA

FUTURE

BUY

1740-1750

17701790

1715

CALL OPEN

16/12/13

TATAMOTORS

FUTURE

BUY

368-372

378-384

360

CALL OPEN

13/12/13

JINDAL PHOTO

CASH

BUY

130-135

145-155

122

SL TRIGGERED

12/12/13

HCLTECH

FUTURE

BUY

1180

12001220

1160

BOOKED PROFIT

YOUR MINTVISORY

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DAILY REPORT 19th DECEMBER. 2013

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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