Tuesday 9 December 2014

Dec 9 News Round up

Tuesday 9 December 2014
Im bearish on the markets, A good  healthy correction is  happening which I mentioned last week. Risky traders can buy Anuh Pharma Above 326 tomorrow with a target of 342-350-361.

Can buy L&T Futures for short term. Target 40+

Sebi has allowed analyst till may, so i will continue recommending with targets.

News Round-up:
*India may at worst correct 5-10%, PSU banks good: Geosphere
*Year 2015 will be goldilocks period for India: Nomura
*Indian rupee to outperform Asian peers in 2015: HSBC
*Mkt looks well supported for 3-5 yrs; overweight on banks: Axis Cap
*Mkt read a lot into Infosys owners stake sale: Phillip Cap
*PMs shouldn't go abroad for entertainment value: Kejriwal
*CITU-led union threatens strike as govt likely to introduce coal bill tomorrow
*Clear understanding between partners key to success of JV, says Venu Srinivasan
*Case registered against Uber driver for forging certificates, says Bassi
*Uber, Ola, TaxiForSure continue to operate in Delhi despite ban
*Maha Assembly adjourned twice amid ruckus by Cong, NCP
*Swamy says PMK should also quit NDA-alliance
*Efforts on to resolve EU ban on import of Indian mangoes: Govt
*India's current account deficit not alarming: Jaitley
*Fin Min declines to share details on black money probe
*Cairn, ONGC slump; Macquarie cuts target on oil price fall
*Asian stocks drop; Shanghai sinks in volatile trading
*Carlyle buys Newgen KnowledgeWorks for Rs $33 mn
*New Call Telecom buys WaveCrest
*No NPA accounts, all delayed payments made: Diamond Power
*Pune, Chennai lead Naukri's hiring index nos
*India Cements proposes fund raising of Rs 500 cr to re-finance debt
*Bosch concludes wage settlement in Bengaluru plant
*Marans capable of funding SpiceJet deficiencies: Ajay Singh
*See Sun-Ranbaxy divesting 7 brands by Mar: Surajit Pal
*CCI rider likely to have insignificant impact on Sun-Ranbaxy
*IRB receives shareholder approval to raise Rs1,500cr
*Cisco, IL&FS Tech to jointly develop digital solutions for smart cities
*Expect 12-13% growth in auto industry by FY15-end: SIAM
*Sensex tanks 322 pts, Nifty ends at 8341; midcaps & metals bleed
*Password, SMS stealing virus hits Android phones
*SAT to hear DLF plea against Sebi order on Wed
*HCL Technologies signs 30-month contract with Washington Gas




[09/12 16:44] ‪+91 98694 75700‬: Cabinet clear 5 % stake sale in pfc & rec ltd.
[09/12 16:44] ‪+91 98694 75700‬: SAT adjourns appeal over regulator for MF distributors
Metal shares under pressure; CNX Metal index down 3%
Sensex, Nifty down 1%; ONGC loses over 4%
Delivery volumes up in 2014 as markets rise
ONGC hits seven-month low
Sensex drops over 200 points; Nifty tanks below 8,400
SPML Infra hits 52-week high on new orders, fund raising plan
Gold futures surge by 0.6% on global cues
Cairn India slips after Macquarie downgrades the stock
FDI in Insurance: Max India gains 4%
Sun Pharma, Ranbaxy gain on CCI approval of merger
Equity MF units worth Rs 6,000 crore redeemed in November
India's current account deficit not alarming: Jaitley
Indian rupee to outperform Asian peers in 2015: HSBC
Fin Min declines to share details on black money probe
Company registrations decline by half in Apr-Aug 2014
Carlyle buys Newgen KnowledgeWorks for Rs $33 mn
CCI rider likely to have insignificant impact on Sun Pharma-Ranbaxy
India Cements proposes fund raising of Rs 500 cr to re-finance debt
Bosch concludes wage settlement in Bengaluru plant
Uber, Ola, TaxiForSure continue to operate in Delhi despite ban

Domestic car sales up 9.5% in November
[09/12 17:06] ‪+91 98694 75700‬: 9-Dec:
*Stk OI chg: (by highest %)
-Fresh Longs:  DRRD, HCLT, MM, UBBL, TECHM.
-Fresh Shorts: BPCL, CESC, EIM, ACC, BHARTI, JUST, ITC, NTPC, TATA, TPWR, HDIL.
-Short Cover:  HAVL, NMDC, IOCL, HPCL, RBXY, MTCL, SUNP, DIVI, EXID, GMRI.
-Long u/w's:   SUNTV, SHTF, HZ, INFO, LICHF, ALBK, IDEA, DITV, SAIL, CLGT, BIOS

*Top OI Gainers:
BPCL(+19%, -2.4%), CESC(+15%, -4.2%), EIM(+12.7%, -4%), ACC(+10.4%, -3%), BHART(+7.5%, -4.3%), JUST(+7.4%, -4.3%), ITC(+6.7%, -0.8%)

*Top OI Losers:
HAVL(-17%, +3.4%), SUNTV(-8.6%, -2.6%), SHTF(-5.5%, -2.8%), HZ(-5.3%, -2.7%), NMDC(-4.7%, +0.1%), INFO(-4.7%, -0.5%), IOCL(-4.5%, +1.1%)

*Nifty fut OI +9.54lk shs(+4.2%); Prem +53 vs 52
*BkNifty OI -1.41lk shs(-6.5%)
*IndiaVix @ 12.50 (+2.4%); ATM IVs @ 12.1% vs 11.5%
*Nifty Dec Opt OI Chg: in lks:
8000PE:-3.11
8100PE:+4.47
8200PE:+4.27
8300PE:+8.48
8500PE:-9.12

8800CE:-4.48
8700CE:-4.20
8300CE:+3.06
8400CE:+10.36
8500CE:+12.34
*Highest OI @ 8400PE:54.47 & 8500CE:60.98
[09/12 17:06] ‪+91 98694 75700‬: Changes in Open Interest(OI) : 9th DECEMBER 2014
Nifty Spot : 8340.70 (- 1.16%)
Bank Nifty Fut : 18404.35 (- 1.13%)
INDIA VIX : 12.4950 (+ 2.36%)
PCR : 0.93
Premium : 53 VS 52
Nifty Fut OI : + 9.54L shs (+ 4.18%)
Bank Nifty Fut OI : - 1.41L shs (- 6.54%)
Major Changes in Nifty December Options OI :
Calls :
8300 : + 3.06L(11.81L)
8400 : +10.36L(23.85L)
8500 : +12.34L(60.98L)
8600 : - 2.13L(60.82L)
8700 : - 4.20L(56.02L)
8800 : - 4.48L(40.38L)
8900 : - 2.65L(11.27L)
Puts :
8000 : - 3.11L(31.65L)
8100 : + 4.47L(31.65L)
8200 : + 4.27L(32.86L)
8300 : + 8.48L(51.69L)
8400 : - 2.98L(54.47L)
8500 : - 9.12L(38.85L)
8600 : - 4.72L(15.46L)
8700 : - 2.69L( 5.10L)
Highest OI Nifty : Calls 8500 : 60.98L - Puts 8400 : 54.47L
Highest OI Bank Nifty : Calls 19000 : 7.39L - Puts 18000 : 6.17L
Change in Stock OI :
Long Buildup : AMTK, DRRD, HCLT, MM, UBBL
Short Buildup : BPCL, CESC, EIM, ACC, BHART, JUST, ITC, NTPC, TATA, TPWR, HDIL, LT, HDFC, BJAUT, WPRO, HMCL, HUVR, ARVND, ICEM, TTMT, BOI
Short Covering : NMDC, IOCL, HPCL, RBXY, MTCL, SUNP, EXID
Long Unwinding : SUNTV, SHTF, HZ, IHFL, INFO, LICHF, ALBK, IDEA, DITV, SAIL, CLGT, BIOS, UNBK, AXSB, MRF, PLNG, PNB, JSP
[09/12 18:31] ‪+91 98694 75700‬: News Round-up: 
*India may at worst correct 5-10%, PSU banks good: Geosphere
*Year 2015 will be goldilocks period for India: Nomura
*Indian rupee to outperform Asian peers in 2015: HSBC
*Mkt looks well supported for 3-5 yrs; overweight on banks: Axis Cap
*Mkt read a lot into Infosys owners stake sale: Phillip Cap
*PMs shouldn't go abroad for entertainment value: Kejriwal
*CITU-led union threatens strike as govt likely to introduce coal bill tomorrow
*Clear understanding between partners key to success of JV, says Venu Srinivasan
*Case registered against Uber driver for forging certificates, says Bassi
*Uber, Ola, TaxiForSure continue to operate in Delhi despite ban
*Maha Assembly adjourned twice amid ruckus by Cong, NCP
*Swamy says PMK should also quit NDA-alliance
*Efforts on to resolve EU ban on import of Indian mangoes: Govt
*India's current account deficit not alarming: Jaitley
*Fin Min declines to share details on black money probe
*Cairn, ONGC slump; Macquarie cuts target on oil price fall
*Asian stocks drop; Shanghai sinks in volatile trading
*Carlyle buys Newgen KnowledgeWorks for Rs $33 mn
*New Call Telecom buys WaveCrest
[09/12 18:31] ‪+91 98694 75700‬: Japan Ratings May be Cut by Fitch :
Ratings watch negative follows
Japanese government’s decision to delay consumption tax increase until April 2017..
  * Fitch believes delay implies impossibility to achieve government’s previously-stated plan to cut primary budget deficit to 3.3% of GDP by fiscal year April 2015-March 2016
  * Fitch will resolve ratings watch negative during 1H 2015
  * A+ long-term foreign and local currency issuer default
    ratings on rating watch negative
  * F1+ short-term IDR also placed on rating watch negative
  * Country ceiling affirmed at AA+
(Bloomberg)

9 comments:

Anonymous said...

Welcome back

Nirav Karia said...

Hi pranab. I would like to know your view on Control Print, Nilkamal and recent move in Prima Plastics. I want your guidance whether Prima can be purchased after spurt of 25% in last 2 days or think about new option in same sector or other sector. pls answer in detail. really thanks in advance.

Growth Investor & Trader said...

Control print is decent. Nilkamal and prima, both moving up due to crude prices going down. If your time frame is long term then definitely its a great buy.

Anonymous said...

Hi pranab ur view on natural gas??

Anonymous said...

Sir ur view about tcs and bosch?

Growth Investor & Trader said...

Book small profit on natural gas.

Anonymous said...

What do you think of Shivalik Bimetalic. It has withstood the carnage over the last week and is showing strength.

Growth Investor & Trader said...

Not Confident on Bimetalic as of now.

Growth Investor & Trader said...

Bosch and Tcs, Both are fabulous for the long term.

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