Commodity report by ways2capital 03 march 2015

Page 1

✍ NCDEX DAILY LEVELS


✍ NCDEX DAILY LEVELS DALLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

SYOREFIDR

20 APR 15 617

610

602

599

595

591

588

581

573

SYBEANIDR

20 APR 15 3459

3459

3405

3392

3378

3365

3351

3324

3297

RMSEED

20 APR 15 3497

3458

3419

3405

3380

3366

3341

3302

3263

JEERAUNJHA

20 MAR 15 15833

15413 14993

14746

14573 14326 14153 13733 13313

CHANA

20 APR 15 3785

3752

3719

3701

3686

3668

3653

3620

3587

CASTORSEED

20 MAR 15 3917

3841

3765

3728

3689

3652

3613

3537

3461

✍ NCDEX WEEKLY

LEVELS

WEEKLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

SYOREFIDR

20 APR 15

625

615

605

600

595

590

585

575

565

SYBEANIDR

20 APR 15

3561

3503

3445

3412

3387

3354

3329

3271

3213

RMSEED

20 APR 15

3625

3541

3457

3424

3373

3340

3289

3205

3121

JEERAUNJHA

20 MAR 15 15833

15413 14993

14746

14573 14326 14153 13733 13313

CHANA

20 APR 15

4029

3912

3795

3739

3678

3622

3561

3444

3327

CASTORSEED

20 MAR15

4265

4061

3857

3774

3653

3570

3449

3245

3041


✍ MCX

DAILY LEVELS

ALUMINIUM

31 MAR 15 115

114.05

113.15

112.80

112.25

111.90

111.35

110.45

109.55

COPPER

30 APR 15 379

376

373

372

370

369

367

364

361

CRUDE OIL

19 MAR15 3162

3127

3092

3079

3057

3044

3022

2987

2952

GOLD

03APR 15

27699

27250

26801

26639

26352

26190

25903

25454

25005

LEAD

31 MAR 15 110.65

109.60

108.55

108.15

107.50

107.10

106.45

105.40

104.35

NATURAL GAS 26 MAR 15 175

172

170

169

168

166

165

163

161

NICKEL

31 MAR 15 900

891

881

877

872

868

862

853

843

SILVER

05 MAR 15 38512

37858

37204

36970

36550

36316

35896

35242

34588

ZINC

31 MAR15 131.80

130.35

128.90

128.35

127.45

126.90

126.00

124.55

123.10

✍ MCX

WEEKLY

LEVELS

WEEKLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

ALUMINIUM

31 MAR 15 119

116

114

113

111

110

109

106

104

COPPER

30 APR 15

403

384

378

365

359

346

327

308

CRUDE OIL

19 MAR15 3879

3625

3371

3218

3117

2964

2863

2609

2355

GOLD

03APR 15

27435

26875

26676

26315

26116

25755

25195 24635

LEAD

31 MAR 15 119

116

112

109

108

106

104

100

96

NATURAL GAS 26 MAR 15 241

218

196

182

174

160

152

130

108

NICKEL

31 MAR 15 986

950

914

894

878

858

842

806

770

SILVER

05 MAR 15 40545

39207

37869

37302

36531

35964

35193

33855 32517

ZINC

31 MAR15 137

134

130

129

127

126

124

121

422

27995

118


� MCX - WEEKLY NEWS LETTERS Aluminium up by 0.2% on high demand Aluminium futures edged higher by 0.23% to Rs 111 per kg on Tuesday after speculators enlarged positions amid pick-up in demand at spot markets. Furthermore, a firming trend in metal at the London Metal Exchange (LME) on fall in its inventories supported the upside. At the Multi Commodity Exchange, aluminium for delivery in February rose 25 paise, or 0.23%, to Rs 111 per kg, with a business turnover of 184 lots. The metal for delivery in March also gained 20 paise, or 0.18%, to trade at Rs 111.95 per kg in a turnover of 13 lots. Firm trend in the metal at spot markets on increased demand from consuming industries and firming trend at the LME influenced aluminium prices at futures trade here. In the international market, aluminium rose as much as 0.5%, the first gain in four days at the LME after inventories of the metal tracked by the exchange showed it had fallen to the lowest since May 2009.

Crude oil Crude oil held its mercurial nature in the past week as well while internal factors pressed very high divergence amongst the two major international benchmarks, the ICE Brent and the NYMEX WTI. As of weekly closing, WTI Apr contract was lower by 2% to $49.75 per barrel while the Brent crude for same monthĂ´s settlement advanced around 3.9% to $62.60 per barrel. The divergence between the two oils was mainly due to comments from OPEC members which called for gradual increase in oil demand while in the US crude mixed cues over economy and negative weekly inventory report hurt. Silver futures up by 0.5% on global cues Tracking a rising trend in global markets, silver futures prices on 24-02-15 rose by Rs 184 to Rs 36,383 per kg as speculators built fresh positions amid covering-up of short positions. At the Multi Commodity Exchange, silver for delivery in March traded higher by Rs 184, or 0.51%, to Rs 36,383 per kg in business turnover of 518 lots. On similar lines, the white metal for delivery in far-month May traded Rs 179, or 0.49%, higher at Rs 36,735 per kg in a turnover of 31 lots. In the international market, silver traded 0.3% higher at $16.38 an ounce in Singapore, extending Monday's 0.6% gains. It can be said, besides covering up of short positions by speculators, a firming trend in the precious metals in the global market, supported the upside in silver futures here.


Gold Gold advanced at Comex while locally gains came on Saturday as government refrained from cutting down the import duty from current 10% levels. Unexpectedly the finance minister left the import tax on the metal unchanged against broad expectations of a cut in the range if 2-4%. Looking at cues from international markets, gold had a mixed week with FED comments supporting along with Chinese cues. In the coming week, one of the major cues over economic side which can drive good volatility in Bullion would be the important employment indicators from the US. The Non-Farm payrolls data for which markets forecasts stand for a reading around 235,000-245,000 monthly Job addition. This is the near the average reading for 2014 while moderately lower than 257,000 added in Jan. If we get a reading in the aforementioned range, other than intraday volatility which the data tends to drive, we believe it would largely be seen on positive footing supporting the bullish case for US Dollar and equities while act negatively for Gold. Though demand from China which saw decent increase in last week may support moderately, overall the commodity is likely to extend its bearish move. Also from India, the import duty staying higher could act moderately negative over consumption and further add weight on the commodity. We recommend selling the commodity on higher levels in next week. Natural Gas Natural Gas had a heavy fall in the past week a the commodity skid over 8% in NYMEX markets to close near the $2.73 per MMBTU mark at NYMEX for April expiry NYMEX NG Mar expiry contact at MCX was further lower by 9.7% to Rs 167 per MMBTU as locally Rupee movement too hurt the commodity NCDEX - WEEKLY NEWS LETTERS The National Commodity and Derivatives Exchange (NCDEX) has appointed Pune-based Grassroots, a strategic consulting firm, to conduct a survey on the expectations of customers. Officials from Grassroots have already started meeting participants of the exchange, members, etc, in this regard. A report based on the survey is expected in the next couple of months. 帽As India么s largest pool of liquidity in agricultural commodities, our customers depend upon us for a host of value-added services in warehousing, grading and assaying, commodity finance, collateral management and e-registry. Every day, it么s our job to make every important aspect of customer experience a little bit better. The annual customer service survey helps us with insights on evolving customer expectations and the need to identify focused action areas so that we continue to stay closely aligned to their business,貌 said an NCDEX spokesperson.


This will be second such survey by the exchange. The survey carried out last year showed customers sought an improvement in warehousing-related and technology issues. NCDEX has been able to maintain its market share in the futures segment, though it has largely remained agro centric. It has introduced a few innovative contracts in the gold category but hasn't not able to improve its share in this segment. According to a member of the exchange surveyed by Grassroots, NCDEX hasn't been able to avail of the opportunity thrown up by regulatory restrictions on rival Multi Commodity Exchange till July last year. The exchange's spokesperson clarified the survey wasn't aimed at increasing market share but understanding customer needs better. Of late, NCDEX has taken a slew of initiatives, including the launch of forward trading in several commodities. Recently, it chose MillenniumIT's multi-asset and ultra-low latency trading solution, Millennium Exchange, for its matching engine technology and Millennium Surveillance to detect abnormal trading behaviour and promote integrity in its spot and derivatives segments. Both products, based on MillenniumIT's Millennium Advanced Platform, seek to support the firm's trading operations and ensure it meets the market's regulatory requirements.

Refined soya oil up 0.2% on pick-up in demand Refined soya oil prices on tuesday rose 0.20% to Rs 592 per 10 kg in futures trade today on rising demand in the spot market. At the National Commodity and Derivatives Exchange, refined soya oil for delivery in April edged up by Rs 1.20, or 0.20%, to Rs 592 per 10 kg with an open interest of 1,03,270 lots. Likewise, the oil for delivery in May traded higher by Re one, or 0.18%, to Rs 570.65 per 10 kg in 90,490 lots. Besides pick-up in demand in spot market, restricted supplies from producing belts mainly led to the rise in refined soya oil prices at futures trade.


LEGAL DISCLAIMER This Document has been prepared by Ways2Capital (A Division of High Brow Market Research Investment Advisory Pvt Ltd). The information, analysis and estimates contained herein are based on Ways2Capital Equity/Commodities Research assessment and have been obtained from sources believed to be reliable. This document is meant for the use of the intended recipient only. This document, at best, represents Ways2Capital Equity/Commodities Research opinion and is meant for general information only. Ways2Capital Equity/Commodities Research, its directors, officers or employees shall not in any way to be responsible for the contents stated herein. Ways2Capital Equity/Commodities Research expressly disclaims any and all liabilities that may arise from information, errors or omissions in this connection. This document is not to be considered as an offer to sell or a solicitation to buy any securities or commodities. All information, levels & recommendations provided above are given on the basis of technical & fundamental research done by the panel of expert of Ways2Capital but we do not accept any liability for errors of opinion. People surfing through the website have right to opt the product services of their own choices. Any investment in commodity market bears risk, company will not be liable for any loss done on these recommendations. These levels do not necessarily indicate future price moment. Company holds the right to alter the information without any further notice. Any browsing through website means acceptance of disclaimer.


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