Special report by epic research 2 january 2014

Page 1

DAILY REPORT 02nd JANUARY. 2014

Global markets at a glance

World Indices

Asian markets got the new year off to a sluggish start as

Index

Chinese economic data disappointed ahead of a raft of

DJl

reports on global manufacturing. Japan's Nikkei. N225 was closed on Thursday but ended 2013 with an annual

Value

% Change

16,576.66

NEW YEAR HOLIDAY

S&P 500

1,848.36

NEW YEAR HOLIDAY

NASDAQ EURO STO FTSE 100

4,176.59 3,109.00 6,749.09

NEW YEAR HOLIDAY NEW YEAR HOLIDAY NEW YEAR HOLIDAY

sentially flat.

Nikkei 225 Hong Kong

16,291.31 23,218.38

+0.69 -0.38

Wall Street Update

Top Gainers

Wall St. ended best year since 1990s on 31 December

Company

with moderate gains. The markets were closed on account of New Year holiday.

gain of 57 percent. MSCI's broadest index of Asia-Pacific shares outside Japan. MIAPJ0000PUS ended last year es-

CMP

Change

% Chg

BHARTIARTL

338.70

8.45

+2.56

BANKBARODA

660.00

14.45

+2.24

DLF

170.35

3.65

+2.19

Previous day Roundup

RANBAXY

462.90

9.65

+2.13

The first day of 2014 was completely listless for the mar-

ASIANPAINT

499.20

9.20

+1.88

ket as institutional investors and big traders were away

Top Losers

from the market. After trading in a very tight range of 60-

Company

CMP

Change

% Chg

70 points, the Sensex closed at 21,140.48, down 30.20

vious session. But the outperformance of broader mar-

WIPRO BHEL TATAPOWER TCS RELIANCE

551.80 174.95 90.40 2,153.00 888.15

7.40 1.95 0.95 19.05 7.05

-1.32 -1.10 -1.04 -0.88 -0.79

kets continued for the second consecutive week. The BSE

Stocks at 52 Week’s high

Midcap Index rose 0.47 percent and Smallcap gained 1.5

Symbol

Prev. Close

Change

%Chg

percent as nearly two shares advanced for every share

BATAINDIA

1,068.00

14.25

+1.35

declining.

DELTACORP

111.85

7.85

+7.55

GMRINFRA

24.85

0.05

+0.20

points compared to previous day’s value. The Nifty was down 2.35 points to 6,301.65. Total turnover of the market was Rs 50,031 crore as against Rs 68,000 crore in pre-

Index stats

SASKEN

192.00

4.25

+2.26

The Bankex and Bank Nifty both advanced slightly.

TATACOMM

309.55

0.45

+0.15

Among the sartorial indices almost all the sectors closed

Stocks at 52 Week’s Low

up; Capital Goods [up 5.03pts], AUTO [up 15.75pts], PSU

Symbol

Prev. Close

Change

%Chg

[up 16.69pts], Consumer Durables [up 52.00pts], Realty

--

CMP

Change

% Chg

6,301.65 21,140.48

-2.35 -30.20

-0.04 -0.14

[ up 41.38pts],

Metals [up 21.06pts].

Power [up

1.54pts], FMCG [up 9.69pts] and Healthcare [up

Indian Indices

52.47pts], the index declined were Oil & Gas [down

Company

32.72pts], TECK [down 10.14pts], IT [down 59.45pts].

NIFTY SENSEX

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. IRB

STOCK RECOMMENDATION [CASH] 1. UB HOLDINGS

IRB FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 96.50. We advise buying around 96.50-97.50 levels with strict stop loss 94.50 for the targets of 99-102.

UB HOLDINGS is looking strong on charts. We advise buying above 38 levels with strict stop loss of 34 for the targets of 42-46 levels.

2. RCOM

MACRO NEWS  StanChart sees positive IIP, RBI pause continuing in Jan.

RCOM FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it continues to sustain above 140. We advise buying on dips around 137-139 levels with strict stop loss 135 for the targets of 142-145. YOUR MINTVISORY

 GMR may exit part of its Nepal assets.  India on Wednesday cancelled its Rs 3,600 crore deal with Anglo-Italian firm AgustaWestland for supply of 12 VVIP choppers to the Air Force in view of charges that kickbacks to the tune of Rs 360 crore were paid in it.  Management at Hindustan Unilever are anxious that a major global business re-organisation unleashed by Unilever Chairman Paul Polman will result in job cuts in India, limit growth prospects for managers  Lokpal Bill gets President's nod.  Delhi govt orders CAG audit of pvt power companies. The audit will begin from today. Three companies have been given time for audit, Tata Power Delhi Distribution Ltd. is in them.  Price of non-subsidised LPG hiked by Rs 220 per cylinder.

Call us at +91-731-6642300


DAILY REPORT FUTURE & OPTION

02nd JANUARY. 2014

STOCKS IN NEWS

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

 M&M Ltd today reported 15 per cent increase in to-

tal tractor sales at 17,037 units in December.  The CBI's decision to launch a preliminary enquiry in

NIFTY

PE

6,300

79.05

66,567

41,03,450

NIFTY

PE

6,200

48.55

49,101

37,38,000

NIFTY

PE

6,100

28.95

38,311

30,21,500

BANK NIFTY

PE

11,000 114.45

6,140

1,35,325

SBIN

PE

1,700

24,05

813

2,27,500

RCOM

PE

130

2.65

1,110

8,70,000

RELIANCE

PE

880

14.20

1,179

3,06,500

INFY

PE

3,500 142.25

768

1,39,625

the disinvestment process of Hindustan Zinc has further dampened the morale of a bureaucracy.  RIL's Sikka Port expansion hits hurdle; to submit material to ascertain project’s impact on environment. NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

CE

6,400

83.65

64,311

37,37,400

NIFTY

CE

6,500

45.05

58,235

46,58,150

NIFTY

CE

6,300

21.35

44,037

31,50,300

BANKNIFTY

CE

12,000

120.00

6,476

2,37,475

RCOM

CE

140

5.90

2,831

15,92,000

RELIANCE

CE

900

21.10

1,697

6,58,250

SBIN

CE

1,800

42.50

2,277

5,15,250

DLF

CE

180

4.50

1,361

22,54,000

MCDOWELL -N

CE

2,600

103.00

1,305

2,60,375

Nifty Future closed in the red in the last trading session. We advise buying around 6340-6350 with strict stop loss of 6310 for the targets of 6375-6390 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

2500

76.06

2884

91.43

440021

13888.78

-15.36

INDEX OPTIONS

55628

1738.79

38804

1186.29

983482

30932.97

552.50

STOCK FUTURES

10033

323.99

9537

300.03

952558

30881.44

23.96

STOCK OPTIONS

8230

262.97

8486

264.32

22381

665.02

-1.35

TOTAL

559.74

INDICES NIFTY

S2

S1

PIVOT

R1

R2

6280.08

6290.86

6309.03

6319.81

6337.98

NIFTYJUNIOR

12910.05

12948.55

12980.7

13019.2

13051.35

BANK NIFTY

11321.5

11353.55

11393.05

11425.1

11464.6

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP The SILVER rate touched an intraday high of Rs 44588 and an intraday low of Rs 42435. So far 39871 contracts have been traded. Silver opened at morning with gap down and made day high. In mid session silver trade in narrow range and made night low 42435 . After evening Have seen more selling pressure in silver and it will helpful to break the nearest support 43900. The GOLD rate touched an intraday high of Rs 28578 and an intraday low of Rs 28075. So far 17171 contracts have been traded. Gold Price is taking support at 28230 and trade in sideways range all day. In evening session gold price have broke the nearest support 28290 and made low of 28075.

TRADING STRATEGY: BUY SILVER ABOVE 44250 TGTS 44450/44750 SL 43880 SELL SILVER BELOW 43700 TGTS 43500/43200 SL 44100

The US Federal Reserve is to reduce its monthly bond buying program, known as Quantitative Easing (QE), by $10 billion a month, to $75 bn from Monday. This indicates a recovery in the US economy which might strengthen the dollar and result in increased investment in US treasury bonds. A stronger dollar is expected to reduce bullion’s appeal as a safe-haven investment. Thus Gold and Silver may lose the Sheen further. The Supreme Court-appointed monitoring committee to oversee e-auction of iron ore in Karnataka is readying to put on auction an additional four or five million tonnes (mt) of iron ore dumps, which contain mostly sub-grade iron ore (with Fe content of 45-50 per cent), for auction as the demand-supply gap still remains wide.

GOLD TRADING STRATEGY: BUY GOLD ABOVE 28490 TGTS 28570/28670 SL 28380 SELL GOLD BELOW 28380 TGTS 28300/28200 SL 28480 YOUR MINTVISORY

India gold futures remained in a narrow range on Wednesday as international markets are closed on account of new year holiday. Gold futures for February delivery on India's Multi Commodity Exchange (MCX) was seen trading almost flat at Rs. 28432 per 10 grams as of 14.50 IST on Wednesday. On Tuesday, in the global market, gold declined to a 24 week low in a thin year-end trade. Gold recorded its its biggest annual decline in three decades as signs of economic recovery prompted the investors to withdraw their money from the yellow metal. Holdings in the SPDR Gold Trust, declined 0.37% to 798.22 tons on Monday, lowest since January 2009.

Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Castor Seed

4609

+1.03

Chana

3106

+1.01

Coriander

8191

+1.59

Cotton Seed Oilcake

1487

+0.88

12530

-0.61

Maize– Feed/ Industrial Grades

1192

0.00

Mustard seed

3534

+0.37

Soy Bean

3805

-0.37

Sugar M Grade

2820

+0.43

Turmeric

6610

-0.09

Jeera

BUY CASTORSEED FEB ABOVE 4725 TGTS 4755,4605 SL 4675 SELL CASTORSEED FEB BELOW 4625 TGTS 4595,4545 SL 4675 DHANIYA

NCDEX ROUNDUP Zinc futures prices yesterday edged up by 0.16% to Rs 128.60 per kg as speculators enlarged positions amid a firming trend at spot markets on better demand even as metals weakened in the global markets. At the MCX, zinc for delivery in February up by 20 paisa, or 0.16%, to Rs 128.60 per kg, with a business turnover of six lots. The metal for delivery in January also rose marginally by 10 paisa, or 0.08%, to Rs 127.90 per kg in a business volume of 217 lots. Fresh positions created by participants amid improved demand in the spot market supported the rise in zinc futures but metals' weakness overseas, restricted gains. The wholesale sugar prices settled on a steady note in the national capital today following sporadic demand. After two day's fall prices finally found fresh buying support and held unchanged.

BUY DHANIYA JAN ABOVE 8240 TGTS 8270,8320 SL 8190 SELL DHANIYA JAN BELOW 8130 TGTS 8100,8050 SL 8180

YOUR MINTVISORY

Aluminium prices edged up by 0.32% to Rs 110.45 per kg in futures trade yesterday as participants enlarged their positions, supported by a firming trend at spot markets on strong demand. At the Multi Commodity Exchange, Aluminium for delivery in January inched up by 35 paise, or 0.32%, to Rs 110.45 per kg in business turnover of 39 lots. Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.0028 Yen-100

Euro

85.1855 GBP

Rate

58.8600 102.1682

EUR/INR

CURRENCY ROUNDUP The rupee ended lower on Wednesday, the first trading session of 2014, with traders focused on key macroeconomic data ahead of the RBI's rate meeting later this month. Volumes were thin as most global markets were shut for new year holidays. Emerging from a year which saw the rupee plumbing to a series of lows, traders are awaiting allocations from foreign investors into local markets, which form a key support for the currency. Foreign investors have been buyers of over $20 billion in stocks in 2013 as local benchmark indexes hit record highs. The debt markets saw outflows of $8 billion, primarily since mid-May, but have turned positive in December. Both wholesale and retail inflation data due by mid-January will be closely watched ahead of the central bank's monetary policy review on Jan. 28.

BUY EUR/INR ABOVE 85.78 TGTS 85.92, 86.11 SL 85.38. SELL EUR/INR BELOW 85.34 TGTS 85.19, 85.02 SL 85.74.

The partially convertible rupee closed at 61.90/91 per dollar compared with 61.80/81 on Tuesday, in a range bound trading session. It ended 2013 down 11 percent, a third successive annual loss. In the offshore non-deliverable forwards, the one-month contract was at 62.21, while the threemonth was at 63.07.

GBP/INR

The yen resumed its long decline as investors used it to fund purchases of higher-yielding assets abroad. The drop in the yen has been viewed as positive for Japanese exports and corporate earnings, and a major reason its share markets outperformed all others last year. For other major currencies the main themes continued to be weakness in the yen and resilience in the euro. The common currency was up at 144.97 yen having clocked up gains of 26 percent over 2013 to reach a five-year peak of 145.67. The dollar was likewise firm at 105.32 yen having climbed 21 percent last year. SELL GBP/INR BELOW 102.65 TGTS 102.50, 102.30 SL 103.05. BUY GBP/INR ABOVE 103.20 TGTS 103.36, 103.55 SL 102.75.

YOUR MINTVISORY

The euro was a shade softer on the dollar at $1.3763, but still not far from its recent two-year peak of $1.3892.

Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

31/12/13

MCX GOLD

FEB.

BUY

28480

28560-28660

28380

NO PROFIT NO LOSS

31/12/13

MCX GOLD

FEB.

SELL

28350

28270-28170

28480

NOT EXECUTED

31/12/13

MCX SILVER

MAR.

BUY

44400

44600-44900

44040

NOT EXECUTED

31/12/13

MCX SILVER

MAR.

SELL

43730

43530-43230

44100

NOT EXECUTED

31/12/13

NCDEX CASTOR SEED

FEB.

SELL

4550

4520-4470

4600

NOT EXECUTED

31/12/13

NCDEX CASTOR SEED

FEB.

BUY

4675

4705-4755

4625

BOOKED FULL PROFIT

31/12/13

NCDEX DHANIYA

JAN.

BUY

8120

8150-8200

8070

BOOKED FULL PROFIT

31/12/13

NCDEX DHANIYA

JAN.

SELL

8010

7980-7930

8060

BOOKED PROFIT

31/12/13

USD/INR

JAN.

SELL

62.04

61.89-61.71

62.40

NOT EXECUTED

31/12/13

USD/INR

JAN.

BUY

62.45

62.59-62.82

62.09

NOT EXECUTED

31/12/13

JPY/INR

JAN.

SELL

59.15

59.00-58.84

59.51

BOOKED PROFIT

31/12/13

JPYINR

JAN.

BUY

59.64

59.80-59.98

59.28

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

31/12/13

NIFTY

FUTURE

BUY

6340-6350

6375-6390

6310

CALL OPEN

31/12/13

MCDOWELL

FUTURE

BUY

2600-2620

2650-2690

2560

BOOKED PROFIT

31/12/13

IDFC

FUTURE

BUY

109-110

112-115

107

NOT EXECUTED

31/12/13

ARIES AGRO

CASH

BUY

52

56-60

48

BOOKED PROFIT

31/12/13

NIFTY

FUTURE

SELL

6370-6390

6320-6280

6420

CALL OPEN

31/12/13

COAL INDIA

FUTURE

BUY

288-290

296-300

285

BOOKED PROFIT

31/12/13

BHEL

FUTURE

BUY

168-170

175-180

165

CALL OPEN

30/12/13

KOTLE PATIL

CASH

BUY

95

100-105

95

CALL OPEN

27/12/13

TATA STEEL

FUTURE

BUY

428

434-438

422

CALL OPEN

23/12/13

RELIANCE

FUTURE

BUY

895-900

915-935

878

CALL OPEN

YOUR MINTVISORY

Call us at +91-731-6642300


DAILY REPORT 02nd JANUARY. 2014

ECONOMIC CALENDAR

NEXT WEEK'S U.S. ECONOMIC REPORTS TIME (ET)

REPORT

PERIOD

ACTUAL

CONSENSUS FORECAST

PREVIOUS

--

-0.6%

MONDAY, DEC. 30 10 am

Pending home sales

Nov. TUESDAY, DEC. 31

9 am 9:45 am 10 am

Case-Shiller home prices

Oct.

--

13.3% y-o-y

Chicago PMI

Dec.

61.8

63.0

Consumer confidence

Dec.

75.0

70.4

12/28

N/A

338,000

WEDNESDAY, JAN. 01 New Year's Day None scheduled THURSDAY, JAN. 02 8:30 am

Weekly jobless claims

9 am

Market PMI

Dec.

--

54.4

10 am

ISM

Dec.

56.9%

57.3%

10 am

Construction spending

Nov.

0.9%

0.8%

16.0 mln

16.3 mln

FRIDAY, JAN. 03 TBA

Motor vehicle sales

Dec. Disclaimer

The information and views in this report, our website & all the service we provide are believed to be reliable, but we do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. This material is for personal information and based upon it & takes no responsibility. The information given herein should be treated as only factor, while making investment decision. The report does not provide individually tailor-made investment advice. Epic research recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. Epic research shall not be responsible for any transaction conducted based on the information given in this report, which is in violation of rules and regulations of NSE and BSE. The share price projections shown are not necessarily indicative of future price performance. The information herein, together with all estimates and forecasts, can change without notice. Analyst or any person related to epic research might be holding positions in the stocks recommended. It is understood that anyone who is browsing through the site has done so at his free will and does not read any views expressed as a recommendation for which either the site or its owners or anyone can be held responsible for . Any surfing and reading of the information is the acceptance of this disclaimer. All Rights Reserved. Investment in equity & bullion market has its own risks. We, however, do not vouch for the accuracy or the completeness thereof. We are not responsible for any loss incurred whatsoever for any financial profits or loss which may arise from the recommendations above epic research does not purport to be an invitation or an offer to buy or sell any financial instrument. Our Clients (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Report or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions can be taken.

YOUR MINTVISORY

Call us at +91-731-6642300


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.