Special report by epic research 20 december 2013

Page 1

DAILY REPORT 20th DECEMBER. 2013

Global markets at a glance Tokyo's Nikkei benchmark .N225 shed 0.5 percent, ahead of the outcome of a two-day Bank of Japan policy meeting. The index rallied 1.7 percent to its highest closing level in six years on Thursday as the yen slid. European shares posted their biggest one-day gain in three months on Thursday after the U.S. Federal Reserve unveiled plans to phase out its stimulus plan more gently. European equities briefly trimmed their gains in the afternoon after a mixed set of U.S. data including a sharp rise in the number of Americans filing new claims for unemployment benefits. Wall Street Update Overnight, U.S. stocks finished mostly flat as investors paused after a rally in the previous session, though the Dow Jones industrial average .DJI closed at its second record high in a row. U.S. S&P 500 E-mini futures inched up 0.1 percent in early Asian trade on Friday. U.S. government bond prices fell overnight on emerging doubts about the Fed's commitment to rock-bottom interest rates. Previous day Roundup The market gave up some of previous day’s gains on Thursday on fears that Fed tapering, which will begin in January, may impact inflow of overseas money. However, it rallied 158 points in opening trade to surpass the 21,000-mark on the Sensex following strong up-move in global peers, but immediately that rally washed out. The Sensex slipped 151.24 points to close at 20,708.62, and the Nifty lost 50.50 points to 6,166.65. Index stats The Bankex and Bank Nifty both declined 2.43% & 2.38% respectively. Among the sartorial indices the sectors which were down are; Capital Goods [down 194.84pts], Oil & Gas [down 104.90pts], AUTO [down 37.97pts], PSU [down 83.44pts], Consumer Durables [down 55.87pts], Power [down 16.80pts], Realty [down 11.07pts], FMCG [down 6.90pts] and the index soared were Metals [up 21.82pts], TECK [up 61.54pts], IT [up 151.93pts], Healthcare [up 106.04pts].

World Indices Index

Value

% Change

16,179.08

+0.07

S&P 500

1,809.60

-0.06

NASDAQ EURO STO FTSE 100

4,058.14 3,031.05 6,584.70

-0.29 +1.88 +1.43

Nikkei 225 Hong Kong

15,760.73 22,86.52

-0.62 -0.18

DJl

Top Gainers Company

CMP

Change

% Chg

HCLTECH

1,244.55

47.10

+3.93

MARUTI

1,784.00

54.05

+3.12

RANBAXY

451.70

10.50

+2.38

LUPIN

912.25

20.55

+2.30

WIPRO

533.50

11.80

+2.26

CMP

Change

% Chg

723.00 1,062.50 273.20 1,062.80 778.00

27.20 33.30 8.05 29.90 20.25

-3.63 -3.04 -2.86 -2.74 -2.54

Prev. Close

Change

%Chg

AUROPHARMA

377.80

0.65

+0.17

BFUTILITIE

468.80

22.30

+4.99

BHARATFORG

326.85

14.40

4.61

HCLTECH

1,244.55

47.10

+3.93

INFY

3,515.10

57.65

+1.67

Prev. Close

Change

%Chg

418.95 374.00

4.60 22.80

+1.11 +6.49

CMP

Change

% Chg

6,166.65 20,708.62

-50.50 -151.24

-0.81 -0.73

Top Losers Company

KOTAKBANK ICICIBANK ONGC LT HDFC

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

MYSOREBANK STAR

Indian Indices Company NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 20th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. CIPLA

STOCK RECOMMENDATION [CASH] 1. WELSPUN CORP

CIPLA FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 400. We advise buying around 400-402 levels with strict stop loss 395 for the targets of 407-412 levels.

WELSPUN CORP is looking strong on charts. We advise buying above 45 levels with strict stop loss of 42 for the targets of 48-52 levels.

2. JSW STEEL

MACRO NEWS 

     

JSW STEEL FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 966. We advise buying above 966 levels with strict stop loss 958 for the targets of 972-978 levels.

YOUR MINTVISORY

The Coal Ministry has issued show cause notices to Adani Power and Jayaswal Neco Industries Ltd for delays in developing the mines allocated to them. MCX calls board meeting on Dec 26 to discuss FTIL stake issue. Essar, JSPL, KIOCL keen on joining RINL-NMDC pipeline venture . UK-based CDC Group has invested $16 mn (Rs 99.6 cr) in Chennai-based microfinance institution Equitas. Govt allows Coal India to produce gas from coal seams. Govt may do a rethink on monthly hike in diesel rates. The CCEA approved interest-free loan for the ailing sugar industry to pay off cane arrears. The interest amount would be paid by the Centre and through the Sugar Development Fund. The Cabinet has allowed Reliance Industries to charge the new gas price for all its fields against a bank guarantee to be encashed.

Call us at +91-731-6642300


DAILY REPORT FUTURE & OPTION

20th DECEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,200

55.35

6,69,079

47,40,150

NIFTY

PE

6,100

19.85

5,72,110

55,67,800

NIFTY

PE

6,000

5.90

3,43,669

58,68,550

BANK NIFTY

PE

11,000

94.50

74,019

2,94,175

SBIN

PE

1,700

15.00

9,700

3,52,375

POWERGRID

PE

95

0.15

6,189

66,08,000

RELIANCE

PE

840

3.75

3,261

3,85,000

INFY

PE

3,500

24.00

3,005

1,26,500

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  SKS Mircofinance completes Rs 215cr in debt securitization.  Hindunilever forays into premium basmati rice.  Welspun Energy commissions its first solar power project in Karnataka.  SBI cut home loan rates by 0.4% for new borrowers.  HDFC cuts lending rates for loans up to Rs 75 Lakh.  Canbank gets licence to open a branch in New York  IDFC not eligible for bank licence. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,200

39.00

6,74,151

56,12,350

NIFTY

CE

6,300

11.20

6,51,718

80,08,850

NIFTY

CE

6,400

2.90

3,24,073

51,80,700

BANKNIFTY

CE

11,500

29.25

69,037

3,26,700

SBIN

CE

1,800

9.30

10,692

5,09,875

POWERGRID

CE

100

1.15

6,828

51,50,000

RELIANCE

CE

860

2.75

5,974

7,70,750

TCS

CE

2,100

24.80

6,183

3,45,375

MCDOWELL-N

CE

2,600

77.25

5,622

2,55,250

Nifty Future closed in the red in the last trading session. We advise selling around 6200 with strict stoploss of 6250 for the targets of 6150-6100 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

81489

2507.47

100740

3081.78

584496

17937.60

-574.32

INDEX OPTIONS

800727

24280.46

779730

23662.36

1865734

57259.58

618.09

STOCK FUTURES

132943

3735.02

142338

3885.60

1122516

31396.58

-150.58

STOCK OPTIONS

58900

1640.24

61082

1709.44

58142

1557.66

-69.20

TOTAL

-176.01

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6080.65

6123.65

6193.7

6236.7

6306.75

NIFTYJUNIOR

12366.11

12430.13

12501.46

12565.48

12636.81

BANK NIFTY

10745.64

10916.54

11211.04

11381.94

11676.44

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 20th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP U.S. crude prices slipped 0.4 percent to $98.70 a barrel, paring some of Thursday's 1 percent rise on the back of U.S. refinery oil demand to meet robust distillate exports. Gold hit a ear six-month low of $1,185.30 an ounce earlier on Friday, though it rebounded 0.3 percent after having slumped 2.3 percent overnight. The metal is down nearly 29 percent, heading for its worst annual decline since 1981. US Gold futures edged lower and was seen trading down as US Federal Reserve Chairman announced the first cut in bond buying program after a two day policy meeting on Thursday. Comex gold futures for February delivery on electronic platform was seen trading with a loss of $15.5 at $1235 per troy ounce as of 10.09 IST on Thursday.

TRADING STRATEGY: BUY SILVER ABOVE 44260 TGTS 44460/44760 SL 43950 SELL SILVER BELOW 43600TGTS 43350/42950 SL 44000 GOLD

India gold futures opened on a negative note at Rs.28767 on Thursday tracking weak trend in gold futures in the global market. MCX GOLD February contract was closed at Rs 28362 down Rs 506 , or -1.75 percent. The GOLD rate touched an intraday high of Rs 28785 and an intraday low of Rs 28335. 21652 contracts had been traded. Gold Price was taking support at 28350 and traded in sideways range all day. In evening session gold price broke the nearest support of 28400 and made low of 28235. MCX SILVER March contract was closed at Rs 43869 down Rs 1479, or -3.26 percent. The SILVER rate touched an intraday high of Rs 45020 and an intraday low of Rs 43629. 29377 contracts had been traded. Silver opened at morning with gap down and made day low. In mid session silver traded in narrow range and made day low 43629 . After 2.00 p.m. Silver seen more selling pressure and it will helpful to break the nearest support 43600.

TRADING STRATEGY: BUY GOLD ABOVE 28580 TGTS 28660/28760 SL 28470 SELL GOLD BELOW 28310 TGTS 28230/28130 SL 28430 YOUR MINTVISORY

FOMC took a hard step declining the monthly stimulus of $ 85 billion by $ 10 billion. The decision has killed the confidence in traders to go long. The prices declined marginally as the holiday season is picking strength. LME three month prices of Copper were down $ 24 per tonne, at $ 7204 per tonne. MCX Copper was trading at Rs 458 per kg, down 0.76%. The prices have tested a high of Rs 461.7 per kg and a low of Rs 457.75 per kg.

Call us at +91-731-6642300


DAILY REPORT 20th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1358

-1.06

Castor Seed

4413

+0.75

Chana

3044

-0.13

Chilli

7348

-3.29

Coriander

7682

+1.25

Cotton Seed Oilcake

1389

-1.14

12730

+0.53

Mustard seed

3785

-0.24

Ref Soya Oil

721.5

-0.35

Turmeric

5402

+2.35

Jeera

BUY CASTORSEED JAN ABOVE 4970 TGTS 5000,5050 SL 4920 SELL CASTORSEED JAN BELOW 4870 TGTS 4840,4790 SL 4920 DHANIYA

NCDEX ROUNDUP With the new government in place, paddy arrival in the societies is slowing picking up in Chhattisgarh. Following the election and delay in harvest, the paddy arrival was severely affected initially. Chana prices fell for the fourth straight day by losing 0.23% to Rs 3,019 per quintal in futures trade yesterday on sluggish demand in the spot market against increased supplies from producing regions. At the National Commodity and Derivatives Exchange, chana for delivery in January fell by Rs 7, or 0.23% to Rs 3,019 per quintal with an open interest of 86,920 lots. Sluggish demand in the spot market against on increased supplies from producing regions mainly kept pressure on chana prices at futures trade. Cardamom remained weak for the second straight day and prices shed 0.95% to Rs 706.60 per kg in futures trade yesterday as speculators booking profits, driven by sluggish demand in the spot market against stocks position. At the Multi Commodity Exchange, cardamom for delivery in January declined by Rs 6.80, or 0.95%, to Rs 706.60 per kg in business turnover of 170 lots.

BUY DHANIYA JAN ABOVE 8300 TGT 8330,8380 SL 8250 SELL DHANIYA JAN BELOW 8135 TGT 8105,8055 SL 8185

YOUR MINTVISORY

Oil meal exports are likely to be around 2 million tons in the next four months. Last year in the corresponding period of December to March, oil meal exports were 2.45 mn tonnes. Call us at +91-731-6642300


DAILY REPORT 20th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.3800 Yen-100

Euro

85.2945 GBP

JPY/INR

Rate

59.9800 102.1535

CURRENCY ROUNDUP The yen was down 0.1 percent at 104.32 yen to the dollar, within striking distance of a more than five-year trough of 104.37 yen set on Thursday. The euro eased 0.2 percent to $1.36375, hitting a two-week low. The euro was flat on the day against its Japanese counterpart at 142.42 yen, within sight of its five-year high of 142.89 yen struck after the Fed's move. The euro was down about 0.1 percent against the dollar at $1.3655, not far from the previous session's low of $1.3649, which was its deepest nadir against the dollar since Dec. 6.

SELL JPY/INR BELOW 59.76 TGTS 59.60, 59.42 SL 60.15. BUY JPY/INR ABOVE 60.16 TGTS 60.29, 60.49 SL 59.75. EUR/INR

The Australian dollar wallowed not far from a 3-1/2-year low hit after the Fed revealed its stimulus reduction plans. The Aussie fell as far as $0.8820, its lowest since August 2010, and was last down about 0.1 percent at $0.8856.Against a basket of major currencies, the dollar .DXY was up 0.1 percent at 80.741, a two-week high. The rupee slipped by five paise to close at 62.14 against the US dollar in the spot market today. The rupee is likely to see some volatility in short-term as US Fed's decision to wind down its easy money policy will tighten liquidity conditions in developed economies and also on account of India's low import cover. The foreign exchange market will remain concerned about the maturity of forex swaps with oil companies which may come up in February-April. The RBI opened the oil swap window on August 28 after the rupee fell to an all-time low of 68.82 against dollar. The window was open till the first week of December. The window directly offered dollars to the three oil marketing companies (OMCs) for equivalent rupees which they have to return over a period of time.

SELL EUR/INR BELOW 85.05 TGTS 84.91, 84.78 SL 85.46. BUY EUR/INR ABOVE 85.52 TGTS 85.70, 85.91 SL 85.11.

YOUR MINTVISORY

The dollar remained on firm footing, supported by a rise in U.S. Treasury yields a day after the U.S. Federal Reserve said it would start to cut its bond-buying stimulus.

Call us at +91-731-6642300


DAILY REPORT 20th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

18/12/13

MCX GOLD

FEB.

BUY

28950

29080-29130

28820

NOT EXECUTED

18/12/13

MCX GOLD

FEB.

SELL

28620

28540-28440

28740

BOOKED FULL PROFIT

18/12/13

MCX SILVER

MARCH

BUY

45550

45750-46150

45150

NOT EXECUTED

18/12/13

MCX SILVER

MARCH

SELL

45200

45000-44600

45600

NOT EXECUTED

18/12/13

NCDEX CASTOR SEED

JAN.

SELL

4805

4775-4725

4855

NOT EXECUTED

18/12/13

NCDEX CASTOR SEED

JAN.

BUY

4890

4910-4960

4840

BOOKED PROFIT

18/12/13

NCDEX DHANIYA

JAN.

BUY

8190

8220-8270

8140

BOOKED PROFIT

18/12/13

NCDEX DHANIYA

JAN.

SELL

8070

8050-8000

8120

NOT EXECUTED

18/12/13

USD/INR

DEC.

SELL

61.80

61.64-61.47

62.21

NOT EXECUTED

18/12/13

USD/INR

DEC.

BUY

62.31

62.45-62.64

61.90

BOOKED PROFIT

18/12/13

GBP/INR

DEC.

SELL

101.02

100.83-100.67

101.47

NOT EXECUTED

18/12/13

GBP/NR

DEC.

BUY

101.90

102.09-102.23

101.35

BOOKED FULL PROFIT

Stop Loss

Remark

Date

Scrip

CASH/ FUTURE

Strategy

Entry Level

Target

18/12/13

AMBUJA CEMENT

FUTURE

BUY

181

183-185

179

SL TRIGGERED

18/12/13

DLF

FUTURE

BUY

160-161

163-165

158

BOOKED PROFIT

18/12/13

ORCHID

CASH

BUY

62

65-67

59

BOOKED PROFIT

17/12/13

TECH MAHINDRA

FUTURE

BUY

1740-1750

1770-1790

1715

BOOKED FULL PROFIT

16/12/13

TATAMOTORS

FUTURE

BUY

368-372

378-384

360

CALL OPEN

US ECONOMIC REPORT

TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUSFORECAST

PREVIOUS

FRIDAY, DEC. 20 8:30 AM

GDP REVISION

Q3

3.6%

3.6%

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