Special report by epic research 9 january 2014

Page 1

DAILY REPORT 09th JANUARY. 2014

Global markets at a glance Japan's Nikkei share average fell on Thursday morning after rising sharply on the previous day, as investors stayed risk averse before the release of U.S. nonfarm payroll data on Friday. Eyes will now be on Friday's nonfarm payroll report, which will indicate how the U.S. economy is faring and therefore how fast the Federal Reserve will scale back stimulus. Asian shares got off to a weak start on Thursday after a lackluster performance on Wall Street overnight and ahead of Chinese inflation data, while the dollar stood tall against a basket of currencies.

World Indices

Wall Street Update The S&P 500 finished nearly flat on Wednesday as equity indexes had a muted reaction to the minutes from the US Federal Reserve's most recent meeting, while Micron's strong results helped buoy the Nasdaq. The Fed’s bond purchases had been understood to weigh on the dollar .the fact that the minutes do not meaningfully alter the outlook for a gradual and steady reduction in Fed stimulus remains positive for the dollar

Company

Index

Value

% Change

14462.74

-68.20

S&P 500

1837.49

-0.02

NASDAQ EURO STO FTSE 100

4165.61 3110.65 6721.78

12.43 -0.01 -0.50

Nikkei 225 Hong Kong

15898.55 23,022.88

-1.38 +0.11

DJl

Top Gainers CMP

Change

% Chg

COAL INDIA

288.90

13.55

+4.92

CIPLA

404.00

13.15

+3.36

GAIL

346.15

8.15

+2.41

BANKBARODA

630.00

13.20

+2.14

TATAPOWER

81.10

1.55

+1.95

CMP

Change

% Chg

1,208.10 316.80 998.00 473.00 162.55

26.15 6.75 20.70 7.40 2.45

-2.12 -2.09 -2.03 -1.54 -1.48

Prev. Close

Change

%Chg

ABAN

434.50

9.70

+2.28

ARVIND

153.05

0.60

-0.39

BFUITLITIE

640.60

30.50

5.00

HCLTECH

1,247.80

8.55

-0.68

MARUTI

1,850.40

4.65

+0.25

Prev. Close

Change

%Chg

CMP

Change

% Chg

6,174.60 20,729.38

+12.35 +36.14

+0.20 +0.17

Top Losers Company

Previous day Roundup The market snapped five-day losing streak on Wednesday and closed higher for the first time in 2014, though overall it was a consolidation day ahead of Q3 earnings. The Sensex rose 36.14 points to 20,729.38, and the Nifty climbed 12.35 points to 6,174.60 while the broader markets outperformed benchmarks. The BSE Midcap Index advanced 0.6 percent and Smallcap gained 0.3 percent. Advancing shares outnumbered declining ones by a ratio of 1499 to 1043 on the BSE. The market is eagerly waiting for third quarter earnings (October-December) that will start on Friday with Infosys announcing results. Index stats The Market was very volatile in yesterday session where Bank and Bank Nifty both closed almost flat (up.0.14% and up 0.15% respectively). Among the sartorial indices the sectors which were up are; AUTO [up 85.57pts], PSU [up 46.25pts], TECK [up 3.29pts], Oil & Gas [up 29.16 pts], Metals [up 41.18 pts], , IT [up 7.47pts], Healthcare [up 104.44pts], FMCG [up 11.33pts] and the index declined were Realty [down 6.19pts], Power [down 0.43pts], Capital Good down 133.33pts,Consumer Durables down 34.00pts.

AXISBANK BPCL LT RANBAXY BHEL

Stocks at 52 Week’s high Symbol

Stocks at 52 Week’s Low Symbol

--

Indian Indices Company NIFTY SENSEX

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DAILY REPORT 09th JANUARY. 2014

EQUITY CASH & FUTURE

STOCK RECOMMENDATIONS [FUTURE] 1. SYNDICATE BANK

STOCK RECOMMENDATION [CASH] 1. GRAVITA

SYNDICATE BANK FUTURE is looking strong on charts, we may see more upside, if it sustains above 98.50 levels. We advise buying above 98.50 levels with strict stop loss upside, if it sustains above 98.50. We advise buying above 98.50 with stop loss 96.50 for the targets of 99.50-101.50.

GRAVITA is looking strong on charts. We advise buying above 46 levels with strict stop loss of 41 for the targets of 50-54 levels.

2. FRL

MACRO NEWS  It is expected that a low base effect last quarter is expected to support the net profit growth of Infosys for the December 2013 quarter even though the top-line growth would be weak.  The CCEA is expected to consider a proposal tomorrow to hike import duty on refined edible oil to 10 per cent for protecting domestic industry and farmers.  Banks borrowed 4,145 cr rupees via MSF on January 7.  RBI favours differentiated banks, one for low-income households.  India permits 100 per cent FDI in pharma through automatic approval route in the green-field, or new projects.  AirAsia to cut costs by 7%.  Unable to bank on Switzerland, India intensifies pressure for information on tax evaders, account holders.  STC gets highest bid at $282.62/T in wheat export tender.  India seeks South Korean investment in infra sector.

FRL FUTURE is looking strong on charts, long build up has been seen, we may see more upside, if it sustains above 90 levels. We advise buying around 89-90 levels with strict stop loss 87 for the targets of 92-94 levels.

YOUR MINTVISORY

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DAILY REPORT FUTURE & OPTION

09th JANUARY. 2014

STOCKS IN NEWS  ONGC Videsh-Oil India complete acquisition of Videocon stake for $2.475 billion  IDBI BANK Loan to Dabhol may become bad debt:  SPICE JET will buy 42 Boeing 737 MAX jets for USD 4 billion  RELIANCE Barclays is equal weight on Reliance and raised target to Rs 1,040 from Rs 900/share

MOST ACTIVE PUT OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

PE

6,200

93.40

2,09,393

41,69,300

NIFTY

PE

6,100

55.50

1,94,229

44,61,900

NIFTY

PE

6,000

30.90

1,41,900

48,81,000

BANK NIFTY

PE

10,500

81.00

14,353

2,09,650

SBIN

PE

1,600

26.00

2,779

2,37,125

INFY

PE

3,100

21.80

3,737

4,90,875

RELIANCE

PE

840

14.05

1,553

3,48,500

AXISIBANK

PE

1,200

38.25

1,437

1,79,500

NIFTY FUTURE

MOST ACTIVE CALL OPTION Symbol

Option Type

Strike Price

LTP

Traded Volume (Contracts)

Open Interest

NIFTY

CE

6,300

47.05

2,25,162

51,05,500

NIFTY

CE

6,200

89.55

1,63,686

30,77,450

NIFTY

CE

6,400

21.75

1,57,109

42,17,650

BANKNIFTY

CE

11,500

125.85

22,600

2,53,500

SBIN

CE

1,700

34.70

6,380

4,49,125

RELIANCE

CE

860

17.25

5,169

7,77,250

INFY

CE

3,800

21.20

3,437

4,87,500

SBIN

CE

1,800

11.90

3,253

8,75,250

INFY

CE

3,600

71.20

3,071

4,29,250

Nifty Future closed in the red in the last trading session. We advise selling below 6170 with strict stop loss of 6200 for the targets of 6140-6120 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

27887

842.31

44678

1366.54

434004

13323.59

-524.23

INDEX OPTIONS

231881

7083.99

236446

7243.37

1117084

34345.63

-159.38

STOCK FUTURES

58618

1900.91

58826

1926.94

999498

31531.48

-26.03

STOCK OPTIONS

30235

937.09

30747

959.44

60965

1948.25

-22.35

TOTAL

-731.91

INDICES

S2

S1

PIVOT

R1

R2

NIFTY

6143.93

6159.26

6175.68

6191.01

6207.43

NIFTYJUNIOR

2599.66

12655.13

12718.96

12774.43

12838.26

BANK NIFTY

10921.13

10987.41

11055.08

11121.36

11189.03

YOUR MINTVISORY

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DAILY REPORT 09th JANUARY. 2014

COMMODITY MCX

RECOMMENDATIONS SILVER

COMMODITY ROUNDUP Deutsche Bundes bank said factory orders surged by a seasonally adjusted 2.1% in November, surpassing expectations for a gain of 1.5%. Factory orders fell by 2.1% in October, whose figure was revised from a previously reported drop of 2.2%. German factory orders rose more-than-expected in November, fuelling optimism over the health of the euro zone's largest economy. Year-over-year, German factory orders increased at an annualized rate of 6.8% in November from a year earlier, beating forecasts for a 6.1% gain, after rising at a rate of 2% in October.

TRADING STRATEGY: BUY SILVER ABOVE 44500 TGTS 44700/4500 SL 44100 SELL SILVER BELOW 43650 TGTS 43450/43150 SL 44050 GOLD

TRADING STRATEGY: BUY GOLD ABOVE 28900 TGTS 28980/29080 SL 28780 SELL GOLD BELOW 28690 TGTS 28610/28510 SL 28800

YOUR MINTVISORY

India's gold imports fell significantly after the Union Government raised customs duty on gold in phases to 10% and jewellery import duty to 15%. Apart from this a new regulation which came into effect a few months ago stipulated that 20% of all gold imported had to be exported in value added form. Various measures taken to curb consumption of gold including restrictions on gold loans caused gold imports to fall from a high of 163 tons in May 2013 to 19.3 tons in November. The Gems and Jewellery Trade Federation said it expects India's gold imports to fall significantly by 20-30% to 500 tons in 2014 on huge price differential between Indian and global gold prices commanding a premium of $100 over LBMA fix 32% decline in consumer demand at 148 tons compared to 310 tons in the second quarter of this year. MCX Crude oil futures slipped yesterday amid a flat undertone in the global prices and modest gains in the Indian Rupee. The global crude prices recovered from five week low yesterday as the US stocks gained but remained locked in a tight range today as investors waited for the minutes of the last FOMC meet and US Energy Information Administration (EIA) crude oil inventories data. WTI Crude oil quotes at $93.88, up 21 cents per barrel on the day ahead of the floor trading. MCX Crude oil trades at Rs 5843, down Rs 13 per barrel on the day with 14.25% increase in the open interest.

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DAILY REPORT 09th JANUARY. 2014

NCDEX

RECOMMENDATIONS CASTORSEED

NCDEX INDICES Index

Value

% Change

Castor Seed

4419

+2.43

Chana

2993

+0.10

Coriander

7945

-0.04

Cotton Seed Oilcake

1520

-0.72

12550

+0.42

Maize– Feed/ Industrial Grade

1208

-0.82

Mustard seed

3597

-0.28

Soy Bean

3661

-0.77

Sugar M Grade

2798

-0.29

Turmeric

6810

-0.61

Jeera

BUY CASTORSEED FEB ABOVE 4560 TGTS 4590,4640 SL 4510 SELL CASTORSEED FEB BELOW 4420 TGTS 4190,4140 SL 4470 DHANIYA

NCDEX ROUNDUP The Vietnam Pepper Association (VPA) projects export volume of around 125,000 to 130,000 tons with revenue of around USD900 million for the year 2014, equivalent to 2013′ s earnings. The forecast is rather cautious after pepper prices stayed stable at around VND120,000 a kilo during last year. Coriander prices fell by 1.22% to Rs 8,171 per quintal in futures trade yesterday as speculators booked profits at existing higher levels amid fall in spot market demand. At the NCDEX, coriander prices for delivery in February fell by Rs 101, or 1.22%, to Rs 8,171 per quintal with an open interest of 25,560 lots. The price for January delivery declined by Rs 53, or 0.66%, to Rs 7,895 per quintal with open interest of 12,720 lots. Besides profit-booking by speculators at existing higher levels, sluggish demand in the spot market led to the fall in coriander futures prices.

BUY DHANIYA JAN ABOVE 8030 TGTS 8060,8110 SL 7980 SELL DHANIYA JAN BELOW 7890 TGTS 7860,7810 SL 7940

YOUR MINTVISORY

Potato prices moved up by Rs 4.50 to Rs 957.40 per quintal in futures trade yesterday on increased spot demand against restricted arrivals. Trading sentiment improved further as traders enlarged holdings driven by surge in demand in the spot market. At the MCX potato for delivery in March rose by Rs 4.50, or 0.47%, to Rs 957.40 per quintal, with trading volume of 315 lots.

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DAILY REPORT 09th JANUARY. 2014

CURRENCY

RBI Reference Rate Currency

Rate Currency

Rupee- $

62.2430 Yen-100

Euro

84.8185 GBP

EUR/INR

Rate

59.3400 102.1719

CURRENCY ROUNDUP The rupee gained for the second day, climbing 23 paise to a one-week high of 62.07 against the dollar yesterday, amid a modest recovery in local stocks and sales of the US currency by exporters and banks. Indian rupee gained in opening trade on Wednesday against the US dollar. Rupee opened higher by 10 paise or 0.16% against US dollar at Rs 62.21 compared to previous close of 62.31. The rupee bounced back and ended at the day's high of 62.07, a rise of 23 paise or 0.37 percent. It was the highest level for the rupee since closing at 61.90 on January 1.

SELL GBP/INR BELOW 102.28 TGTS 102.13, 101.98 SL 102.68. BUY GBP/INR ABOVE 102.67 TGTS 102.84, 103.03 SL 102.27. GBP/INR

The dollar rose against the yen on Wednesday as upbeat U.S. trade data the previous day triggered renewed appetite for riskier assets among global investors. The Canadian dollar, against which hedge funds have been betting, dropped versus the U.S. currency after activity by purchasing managers nosedived unexpectedly in December. The U.S. dollar rose 0.5 percent to 105.07 yen, pulling further away from Monday's two-week low of 103.88 and back towards last week's five-year high of 105.45 yen. Options expiring at 105 yen, which could help pin the Japanese currency at these levels. The dollar index .DXY hit a one-month high of 80.954 and was last up 0.1 percent on the day at 80.943. Data on Tuesday showing the smallest U.S. trade deficit in four years, as exports hit a record high, lifted the dollar. At the same time, global stocks rose, indicating the greater risk appetite that is usually a sign to sell the yen.

SELL EUR/NR BELOW 84.65 TGTS 84.53, 84.42 SL 85.01. BUY EUR/INR ABOVE 85.23 TGTS 85.39, 85.54 SL 84.87.

YOUR MINTVISORY

The dollar pared earlier losses against the euro, with the single currency down 0.1 percent at $1.3604. The greenback moved higher against most major currencies on Wednesday after industry data revealed more hiring took place in the U.S. private sector last December than anticipated. U.S. trading on Wednesday, EUR/USD was down 0.26% at 1.3581 .

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DAILY REPORT 09th JANUARY. 2014

CALL REPORT PERFORMANCE UPDATES

Date

Commodity/ Currency Pairs

Contract

Strategy

Entry Level

Target

Stop Loss

Remark

08/01/14

MCX GOLD

FEB.

BUY

29020

29100-29200

28900

NOT EXECUTED

08/01/14

MCX GOLD

FEB.

SELL

28790

28710-28610

28900

BOOKED PROFIT

08/01/14

MCX SILVER

MAR.

BUY

44700

44900-45200

44340

NOT EXECUTED

08/01/14

MCX SILVER

MAR.

SELL

44280

44080-43780

44630

BOOKED FULL PROFIT

08/01/14

NCDEX CASTOR SEED

FEB.

SELL

4350

4320-4270

4400

BOOKED FULL PROFIT

08/01/14

NCDEX CASTOR SEED

FEB.

BUY

4405

4435-4485

4355

SL TRIGGERED

08/01/14

NCDEX DHANIYA

JAN.

SELL

7820

7790-7740

7870

NOT EXECUTED

08/01/14

NCDEX DHANIYA

JAN.

BUY

8000

8030-8080

7950

BOOKED PROFIT

08/01/14

JPY/INR

JAN.

SELL

59.78

59.63-59.45

60.13

NOT EXECUTED

08/01/14

JPY/INR

JAN.

BUY

60.19

60.34-60.49

59.84

NOT EXECUTED

08/01/14

USD/INR

JAN.

SELL

62.46

62.31-62.16

62.81

BOOKED PROFIT

08/01/14

USD/INR

JAN.

BUY

62.80

62.95-63.10

62.45

NOT EXECUTED

Date

Scrip

CASH/ FUTURE/ OPTION

Strategy

Entry Level

Target

Stop Loss

Remark

08/01/14

NIFTY

FUTURE

SELL

6170

61040-6120

6200

NOT EXECUTED

08/01/14

TATASTEEL

FUTURE

SELL

395-400

388-382

408

CALL OPEN

08/01/14

MARUTI

FUTURE

BUY

1850-1860

1880-1900

1830

CALL OPEN

08/01/14

EVERONN

CASH

BUY

47

52-59

42

BOOKED PROFIT

07/01/14

NIFTY

FUTURE

SELL

6200

6150-6110

6250

CALL OPEN

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DAILY REPORT 09th 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.

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