Special report by epic research 24 december 2013

Page 1

DAILY REPORT 24th DECEMBER. 2013

Global markets at a glance Asian equity markets rose on Monday, but trading volumes were thin with Japanese markets shut for the Emperor's Birthday. China's Shanghai Composite rose 0.05 percent to 2,085.93 and Hong Kong's Hang Seng went up 181.82 points or 0.80% to 22,994, at 8:10 hours IST. Asian markets took cheer on Tuesday after Wall Street rang up more records and upbeat U.S. spending data burnished the outlook for the global economy, with Japan's Nikkei hitting a 2013 high after Tokyo markets opened. Tokyo's Nikkei sped to a six-year peak, adding about 0.8 percent and topping the 16,000-mark, driven by buying from long-only investors after Wall Street marched upwards. Japan's benchmark was up more than 50 percent this year, on track for its best annual rise since 1972. Wall Street Update U.S. stocks rose on Monday after data showed consumer spending rose to a five-month high last month, and the latest consumer sentiment reading showed improvement. Despite the signs of strength, inflation remains benign, with a price index for consumer spending unchanged for a second straight month. The Dow Jones industrial average rose 0.45 percent, while the S&P 500 gained 0.53 percent and the Nasdaq 1.08 percent. Previous day Roundup After Friday’s 371-point rally on the Sensex, equity benchmarks saw consolidation on Monday as there is no trigger in near term. However, broader markets rallied smartly. It was a flat closing for the market amid thin volumes as investors are eyeing a Christmas holiday. The volatility was also on account of December series expiry that will be on Thursday. The Sensex rose 21.31 points to close at 21,101.03, and the Nifty advanced 10.25 points to 6,284.50 Index stats The Bankex and Bank Nifty both advanced 0.80% & 0.76% respectively. Among the sartorial indices all the sectors were up; Capital Goods [up 130.14pts], Oil & Gas [up 48.36 pts], AUTO [up 27.92pts], PSU [up 60.82pts], Consumer Durables [up 43.92pts], FMCG [up 19.37pts], Metals [up 148.99pts], Realty [up 44.45pts], Power [up 15.52pts], and Healthcare [up 38.40pts], the index slipped were TECK [down 41.66pts], IT [down 88.29pts] .

YOUR MINTVISORY

World Indices Index

Value

% Change

16,294.61

+0.45

S&P 500

1,827.99

+0.53

NASDAQ EURO STO FTSE 100

4,148.90 3,070.91 6,678.61

+1.08 +0.71 +1.09

Nikkei 225 Hong Kong

15,995.21 23,078.97

+0.79 +0.69

DJl

Top Gainers Company

CMP

Change

% Chg

JINDALSTEL

264.00

13.55

+5.41

PNB

621.00

26.50

+4.48

DLB

169.70

6.80

+4.17

HINDALCO

123.60

4.15

+3.47

2,702.05

71.36

+2.71

CMP

Change

% Chg

3,467.00 89.00 789.95 911.00 485.00

84.35 1.70 11.90 9.50 4.60

-2.38 -1.87 -1.48 -1.03 -0.94

Prev. Close

Change

%Chg

ARVIND

135.10

8.35

+6.59

BFUTILITIE

516.80

24.60

+5.00

BHARATFORG

332.00

5.65

+1.73

DELTACORP

107.70

5.90

+5.80

ESCORTS

139.65

2.45

+1.79

Prev. Close

Change

%Chg

45.45 55.15

0.40 0.10

+0.89 +0.18

CMP

Change

% Chg

6,284.50 21,101.03

+10.25 +21.31

+0.16 +0.10

GRASIM

Top Losers Company

INFY TATAPOWER HDFC LUPIN ASIANPAINT

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

DSKULKARNI ESSARPORTS

Indian Indices Company NIFTY SENSEX

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DAILY REPORT 24th DECEMBER. 2013

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. DLF

STOCK RECOMMENDATION [CASH] 1. AMTEK INDIA LTD.

DLF FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 170. We advise buying around 170-171 levels with strict stop loss 167 for the targets of 174-178 levels.

AMTEK INDIA LTD is looking strong on charts. We advise buying above 63 levels with strict stop loss of 60 for the targets of 66-69 levels.

2. LIC HOUSING

MACRO NEWS  A committee under the Ministry of Environment and Forests has given Coastal Regulation Zone (CRZ) clearance to Indian Oil Corporation for setting up of 5 million tonne LNG terminal at Ennore in Tamil Nadu.  Natural gas prices in India may jump to $ 10 within three years of implementation of the Rangarajan formula, generating enough additional revenue to meet higher subsidy outgo on the fertiliser sector.  Around Rs 22,000 crore is expected to gush into the social sector from the next financial year onwards as Indian companies ramp up CSR spends in keeping with provisions under the Companies Act, 2013.  Government tells NHAI to adopt 3,000 km of ‘orphan’ National Highways.  RCOM and its wholly-owned unit Reliance Telecom are allowed to exit from a Universal Services Obligation Fund project under which mobile companies get subsidy to share mobile infrastructure and offer telephony services in rural and remote areas.  Tata Housing in pact with Alstom T&D India to buy Bangalore unit land and to buy Alstom T&D's 20-acre Bangalore unit land for Rs 120 crore.

LIC HOUSING FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 215. We advise buying around 215-216 levels with strict stop loss 210 for the targets of 220-225 levels.

YOUR MINTVISORY

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DAILY REPORT FUTURE & OPTION

24th DECEMBER. 2013

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,300

27.75

6,05,494

49,80,500

NIFTY

PE

6,200

4.50

3,81,380

70,71,900

NIFTY

PE

6,100

1.40

2,10,882

54,59,250

BANK NIFTY

PE

11,200

24.90

26,276

1,40,600

SBIN

PE

1,750

9.15

6,097

1,56,000

MCDOWELL-N

PE

2,500

11.50

4,893

1,66,375

RELIANCE

PE

900

11.95

3,749

2,65,750

INFY

PE

3,450

14.30

3,503

1,43,125

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

STOCKS IN NEWS  ONGC to begin work on urea plant in Tripura next year.  IFC provides $150 mn long-term financing to YES Bank  Govt infuses Rs 200-crore capital in Andhra bank.  Diageo ruling boosts chances of Rs 6,000-crore Kingfisher Airlines loan recovery.  Ultratech-Jaypee Rs 3,800 cr deal gets CCI approval.  Lanco Infratech gets lenders' nod to rejig over Rs 7,000 crore debt NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

NIFTY

CE

6,300

31.00

5,58,496

60,09,350

NIFTY

CE

6,400

3.40

3,30,238

54,78,250

NIFTY

CE

6,200

103.50

1,50,262

27,55,800

BANKNIFTY

CE

11,500

43.10

62,825

2,93,450

SBIN

CE

1,800

6.00

9,189

4,46,875

RELIANCE

CE

900

7.30

9,071

10,33,250

JPASSOCIAT

CE

55

0.50

6,441

65,32,000

DLF

CE

170

3.10

5,739

6,84,500

MCDOWELL-N

CE

2,600

27.00

4,968

2,60,125

Nifty Future closed in the red in the last trading session. We advise buying around 6280-6300 with strict stop loss of 6250 for the targets of 6340-6370 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

199988

6314.49

183496

5777.23

620668

19488.94

537.26

INDEX OPTIONS

354580

10980.79

352530

10859.38

1874471

58661.41

121.41

STOCK FUTURES

401976

12011.37

389890

11965.24

1190753

35771.10

46.13

STOCK OPTIONS

37214

1059.93

39660

1114.39

57349

1559.70

-54.45

TOTAL

650.35

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6239.1

6261.8

6289.65

6312.35

6340.2

NIFTYJUNIOR

12559.15

12653.74

12736.2

12830.79

12913.24

BANK NIFTY

11168.73

11273.61

11363.53

11468.41

11558.33

YOUR MINTVISORY

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DAILY REPORT 24th DECEMBER. 2013

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP MCX GOLD February contract was closed at Rs 28364 down Rs 190 , or -0.67 percent. The GOLD rate touched an intraday high of Rs 28550 and an intraday low of Rs 28310. 12080 contracts had been traded. Gold Price was taking support at 28300 and traded in sideways range all day. In evening session Gold price broke the nearest resistance of 28450 and made high of 28550. MCX SILVER March contract was closed at Rs 43913 down Rs 94, or -0.21 percent. The SILVER rate touched an intraday high of Rs 44136 and an intraday low of Rs 43700. 14277 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’s low 43700 . After noon more selling pressure had been seen in Silver and it will helpful to break the nearest support 43550.

TRADING STRATEGY: BUY SILVER ABOVE 44200 TGTS 44400/44700 SL 43850 SELL SILVER BELOW 43700TGTS 43500/43200 SL 44050 GOLD

India Gold, Crude oil futures edged lower on Monday tracking bearish international cues and firm trend in Indian Rupee while copper prices were seen trading sideways. MCX copper for February delivery was seen trading at Rs.458.60 per kilogram as 16.50 per kilogram as of 16.50 IST on Monday. US gold futures recorded a decline on fears over US stimulus tapering and was seen trading below $1200 per troy ounce while US crude oil was seen hovering near eight week high with a slight downward movement. Gold futures for February delivery on Globex platform Comex was seeen trading with a loss of $6.2 at $1194.5 per troy ounce as of 17.09 IST on Monday .

TRADING STRATEGY: BUY GOLD ABOVE 28450 TGTS 28530/28630 SL 28320 SELL GOLD BELOW 28300 TGTS 28220/28120 SL 28400

YOUR MINTVISORY

US crude oil on NYMEX for February delivery was seen trading with a loss of 39 cents at $98.93 per barrel as of 17.11 IST on Monday. US crude oil traded near its peak in two months supported by hopes that world's largest economy coming back to its earlier track. World economic growth would absorb extra crude oil production by OPEC. MCX crude oil for January delivery was seen trading with loss of 0.48% at Rs.6162 per barrel as of 17.12 IST on Monday.

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DAILY REPORT 24th DECEMBER. 2013

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Barley

1442.5

0.00

Castor Seed

4701

-3.98

Chana

3010

-1.60

Coriander

8006

-2.14

Cotton Seed Oilcake

1440

-0.89

12660

-2.05

Mustard seed

3661

-0.33

Ref Soya Oil

699.6

+0.52

Turmeric

6140

-2.97

Jeera

BUY CASTORSEED FEB ABOVE 4920 TGTS 4950,5000 SL 4870 SELL CASTORSEED FEB BELOW 4770 TGTS 4740,4690 SL 4820 DHANIYA

BUY DHANIYA JAN ABOVE 8120 TGTS 8150,8200 SL 8070 SELL DHANIYA JAN BELOW 7940 TGTS 7910,7860 SL 7990

YOUR MINTVISORY

NCDEX ROUNDUP Soybean prices hardened by Rs 81.50 to Rs 3,828 per quintal in futures trading yesterday due to buying by traders on firm overseas markets sentiment. Thin supply and pick up in domestic demand mainly supported the upsurge in future trading. At the NCDEX, soybean for April month spurted by Rs 81.50, or 2.18%, to Rs 3,828 per quintal with an open interest of 11,420 lots. February month surged by Rs 56, or 1.46%, to Rs 3,887 per quintal in open interest of 1,41,800 lots. January month also advanced by Rs 40.50, or 1.05%, to Rs 3,914 per quintal, in an open interest of 97,850 lots. Cardamom futures fell by 1.30% to Rs 679.10 per kg yesterday, as traders reduced their holdings amid sluggish spot demand. Besides, sufficient stocks holdings in the physical market influenced cardamom prices. At the Multi Commodity Exchange, cardamom for January contract declined by Rs 9, or 1.30%, to Rs 679.10 per kg with a business turnover of 215 lots. The spice for delivery in December fell by Rs 7.50, or 1.04%, to Rs 708.10 per kg with a trading volume of 42 lots. Profit booking by speculators at existing levels and fall in demand in spot market also put pressure on cardamom prices in futures market.

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DAILY REPORT 24th DECEMBER. 2013

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

61.9915 Yen-100

Euro

84.8180 GBP

USD/INR

Rate

59.5800 101.3747

CURRENCY ROUNDUP Indian rupee went up against US dollar in noon trade on Monday. Rupee was up by 6 paisa or 0.10% against US dollar to Rs 61.98 (12.34 p.m.) compared to previous close of 62.04. It touched high and low of 61.89 and 62.02 respectively after opening at Rs 62 against US dollar. The U.S. dollar continued to give back a bit of its recent hefty gains on Tuesday in a market lacking conviction with many investors having already closed their books for the year. The dollar last traded at 104.19 yen, struggling to make any headway after peaking at a five-year high of 104.64 on Friday. The very slim 103.77/104.125 range on Monday showed clearly how torpid the market was.

SELL USD/INR BELOW 61.89 TGTS 61.75, 61.60 SL 62.30. BUY USD/INR ABOVE 62.31 TGTS 62.49, 62.68 SL 61.90. GBP/INR

The euro bought $1.3695, holding off a two-week low of $1.3625 plumbed Friday. Against the yen, the common currency stood at 142.63, not far from a five-year high of 142.90 set last week. Markets are now looking to see if the U.S. economy will be strong enough to allow the Fed to continue withdrawing support through 2014. Data on Monday provided some optimism the world's biggest economy is firmly on the recovery path with inflation benign. Consumer spending rose in November at the fastest pace since June, while a survey showed consumer sentiment hit a five-month high heading into the end of the year. The lack of dollar momentum for now has allowed commodity currencies like the Australian and Canadian dollars to bounce off 3-1/2 year troughs.

SELL GBP/INR BELOW 101.10 TGTS 100.95, 100.75 SL 101.55. BUY GBP/INR ABOVE 101.70 TGTS 101.99, 102.12 SL 101.25. YOUR MINTVISORY

The Aussie was last at $0.8932, off last week's low of $0.8820, while the Canadian dollar traded at C$1.0614 per USD versus C$1.0737.

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DAILY REPORT 24th DECEMBER. 2013

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

23/12/13

MCX GOLD

FEB.

BUY

28660

28740-28840

28540

NOT EXECUTED

23/12/13

MCX GOLD

FEB.

SELL

28260

28180-28080

28360

NOT EXECUTED

23/12/13

MCX SILVER

MAR.

BUY

44550

44750

43950

NOT EXECUTED

23/12/13

MCX SILVER

MAR.

SELL

43550

43350-43050

43850

NOT EXECUTED

23/12/13

NCDEX CASTOR SEED

JAN.

SELL

4850

4820-4770

4900

BOOKED PROFIT

23/12/13

NCDEX CASTOR SEED

JAN.

BUY

4950

4980-5030

4900

BOOKED FULL PROFIT

23/12/13

NCDEX DHANIYA

JAN.

BUY

8250

8280-8330

8200

BOOKED FULL PROFIT

23/12/13

NCDEX DHANIYA

JAN.

SELL

8100

8070-8020

8150

BOOKED FULL PROFIT

23/12/13

USD/INR

DEC.

SELL

62.15

62.00-61.86

62.51

BOOKED PROFIT

23/12/13

USD/INR

DEC.

BUY

62.53

62.69-62.85

62.17

NOT EXECUTED

23/12/13

EUR/INR

DEC.

SELL

84.75

84.61-84.44

85.11

BOOKED PROFIT

23/12/13

EURINR

DEC.

BUY

85.29

85.41-85.66

84.93

NOT EXECUTED

Date

Scrip

CASH/ FUTURE

Strategy

Entry Level

Target

Stop Loss

Remark

23/12/13

NIFTY

FUTURE

BUY

6280-6300

6340-6370

6250

CALL OPEN

23/12/13

KTK BANK

FUTURE

BUY

104-105

107-109

102

BOOKED PROFIT

23/12/13

RELIANCE

FUTURE

BUY

895-900

915-935

878

CALL OPEN

23/12/13

BANK NIFTY

FUTURE

BUY

11250

11380-11520

11100

NOT EXECUTED

20/12/13

CIPLA

FUTURE

BUY

400-402

407-412

395

BOOKED PROFIT

20/12/13

JSWSTEEL

FUTURE

BUY

966

972-978

958

BOOKED FULL PROFIT

16/12/13

TATAMOTORS

FUTURE

BUY

368-372

378-384

360

BOOKED PROFIT

US ECONOMIC REPORT

TIME (ET) 8:30 AM 10:00 AM

REPORT DURABLE GOODS ORDERS NEW HOME SALES

PERIOD

ACTUAL

CONSENSUS FORECAST

PREVIOUS

TUESDAY, DEC. 24 NOV. NOV. WEDNESDAY, DEC. 25

2.0 435,000

-1.6% 444,000

THURSDAY, DEC. 26 12/21 FRIDAY, DEC. 27

N/A

379,000

CHRISTMAS DAY NONE SCHEDULED 8:30 AM

WEEKLY JOBLESS CLAIMS NONE SCHEDULED

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YOUR MINTVISORY

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