IF YOU WANNA EARN MONEY THEN FOLLOW IT

 

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

UPDATE (24/04/2015) – Key ideas to watch out for today

RBI comes out with revised priority sector lending(PSL) norms.
 
RBI came out with a revised priority sector lending(PSL) norms where in  renewable energy, social infra and medium enterprises  will now be a part of PSL. The changes would come into effect with immediate effect, the central bank said. Further, the Reserve Bank outlined targets of 8% & 7.5% (of a bank’s total loan book) for small and marginal farmers and micro enterprises, respectively, which shall be achieved in a phased manner by March 2017. The RBI also maintained the PSL target for the weaker section at 10%.The central bank also did away with the distinction between direct and indirect agriculture for the purpose of PSL. As a result, loans to units such as food and agro processing would qualify under agriculture. We believe this to be positive for stocks operating under renewable energy and social infra space as they will have access to cheaper credit.
 
Implications Short to medium term
Companies Inox Wind, Tata power (+ve)

Long Term Investment Ideas

 

Sector	Recommendation
Auto	Maruti, M&M, Bajaj Auto
Banking & Financials	HDFC Bank, HDFC Ltd
FMCG	ITC, Tata Global, Pidilite, Godrej Con, Emami, Dabur
Mining & Energy	NMDC, Cairn India, Coal India, Hindustan Zinc, NTPC
Pharma	Sun Pharma
IT & Telecom	MindTree, KPIT Tech, Infosys, Tech Mahindra & Bharti Airtel
Mid Cap	PVR, Zee Entertainment, GPPL, Titan

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

PAIR FOR CURRENT MONTH IN NIFTY

BUY 8200 PUT AROUND 26
BUY 8600 CALL AROUND 25

BELOW 8299 EXPECTING 8110 ABOVE IT WILL BLAST
 
ITS RISKY PAIR AS FEW DAYS ONLY LEFT IN EXPIRY

ONE CAN BUY ONLY CALLS WITH GIVEN SL OF 8299 IN SPOT NIFTY :)

CHEERRSS~~~!!!

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

PAIR STRETEGY FOR MAY MONTH~~~!!!

BUY MAY MONTH CALL PUTS OF NIFTY

8200 MAY MONTH PUT BUY @ 75

BUY MAY MONTH 8700 CALL AT 70


WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

NIFTY & BANKNIFTY VIEW

BANKNIFTY HUGE SUPPORT AROUND 18000 SO BELOW IT EXIT TILL THEN HOLD BUY BUY AND BUY ONLY FOR BIG TGT

NIFTY CURRENT PRICE OF SPOT NIFTY IS 8400 ONE CAN BUY WITH CLOSING BASIS SL OF 8280  THAT 8140--8110 POSSIBLE WHICH ARE AGAIN GOOD LEVELS TO CATCH SO HERE ONE CAN BUY WITH SL OF 8280 SPOT FOR HUGE TGTS

ONE CAN GO FOR CALLS OPTIONS ALSO....

AND PEOPLE WHO ALREADY HOLDING BUYING OF HIGHER LEVELS CAN PLAY IN OPTIONS NOW BUY CALL PUT BOTH CALLS TO MAKE YOUR PROFIT MORE AND PUTS TO HEDGE IF ANY PANIC WILL COME ALL THE BEST

MONEY IS YOURS CHOICE IS YOURS :)

TAKE CARE :)

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

BUYING ZONE???

ALMOST 500 POINTS CORRECTION IN NIFTY IN LAST WEEK TO TILL NOW SPOT NIFTY CMP 8386

I THINK ITS A BUY TIME NOW PLEASE BUY IF U HAVE MONEY EK JUMP TO BANTA HE BOSSS

LOTTERLY CALL AFTER LONG TIME 8800 CALL IN JUST 6 RS CATCH IT HERO OR ZEROOOO IT CAN BECOME 5 TIMES ALSO :)

BANK NIFTY SPOT 18060 NOW PLEASE BUY PAISA MILEGA  SL BELOW 18000 

NOTHING JUST BUY AND HOLD TIGHTLY IF I WILL FEEL IN CORRECTIVE MODE THEN I WILL UPDATE HERE TO EXIT ALL POSITIONS CHEERRSS.

STOCKS LOOKING WOW TO BUY HERE

SUNPHARMA CMP 935
EICHERMOTOR CMP 14510
UBL CMP 1050
INDUSINDBANK CMP 840
STAR CMP 1090

AHHHH AND MANY MORE WILL UPDATE STOCK WISE TOO SOON :) DONT WORRY
WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

RBI’S CREDIT POLICY – 7th April 2015…

·         Repo Rate – The repo rate under the liquidity adjustment facility (LAF) has been retained unchanged at 7.5%.

·         Reverse repo rate & MSF – Consequently, the reverse repo rate under the LAF remains unchanged at 6.5% with marginal standing facility (MSF) rate and the Bank Rate at 8.5%.

·         Cash Reserve Ratio – The CRR of scheduled banks has been retained unchanged at 4.0% of their net demand and time liabilities (NDTL).

·         Statutory Liquidity Ratio – The SLR remains unchanged at 21.5% of their net demand and time liabilities (NDTL).

Key policy rates unchanged as expected- RBI focuses on monetary policy transmission. Negative for banks in short term but corrections to be utilized to accumulate private banking stocks

 

A.      Rates unchanged while RBI Focuses on monetary policy transmission- RBI kept the key policy rate including repo rate, CRR and SLR unchanged in line with general consensus. However, the banking stocks had built in some expectation of CRR cut which did not materialize. Also, the RBI tone in this monetary policy was mainly directed towards passing on the benefit of earlier repo rate cuts into lower base rate. The policy stated that RBI will encourage banks to move in a time-bound manner to marginal-cost-of-funds based determination of their Base Rate. Base Rates based on marginal cost of funds should be more sensitive to changes in the policy rates. This is negative for banks in short term as its base rate is cut faster while it is positive for corporate sector and retail customers; as they benefit from lower base rate.

B.      Guidance on future rate cuts- As far as the outlook on RBI policy rates is concerned, the Governor emphasized on couple of points including i) future data that will provide clarity on CPI and ii) transmission of earlier rate cuts into lower lending rates. The Governor soothed the markets by indicating that India is better buffered this time against volatility on account of US Fed rate hike. Consequently, it not necessary that India’s interest rate cycle may follow US interest rate trajectory. This provides us comfort that downward interest rate trajectory for India shall continue from medium term perspective, thereby keeping cost of funds for banks under check.

C.      Further norms on the developmental and regulatory policies announced in recent policy statements- These include i) cross-holding amongst banks has been allowed with respect to long term bonds, (which are exempted from regulatory pre-emptions) for lending to infrastructure and affordable housing ii) to issue guidelines related to compensation of the non-executive directors iii) For MFI sector- the limit relating to  total indebtedness of the borrower, eligible rural and semiurban household annual incomes and loan amounts to be disbursed in the first cycle and in subsequent cycles has been revised upwards. For instance, Total indebtedness of a borrower (excluding educational/ medical expenses) not to exceed Rs 1,00,000 which has been raised from the current limit of Rs 50,000. This is positive for SKS Micro Finance.

Our take- In this policy, RBI has mainly focused on transmission of earlier rate cuts into lower lending rate as it encourages banks to move to marginal cost of funding to determine base rate. However, the medium term outlook of downward trending interest trajectory continues. The policy was marginally negative for banks in short term as base rate is cut while medium term outlook remains positive as their cost of fund is likely to continue trend south, thereby supporting its NII and PAT growth. Thus, we recommend investors to use the correction (if it comes about) as an opportunity to accumulate good quality private sector banks which are major beneficiaries of lower interest rate. Yes Bank and Indusind Bank are our top picks. In NBFC space, the companies having high dependence on bank borrowing are likely to benefit as the base rate is cut. Our preferred picks are Dewan Housing, Bajaj Finance and M&M Finance

DOLLER ?? VIEW???

As the world eagerly awaits one of the most anticipated Fed meetings, let us have the pulse of how we are placed….

In 1937, the U.S. central bank tightened monetary policy under the belief that the downturn arising from the 1929 Great Depression was over, but its actions tipped the country back into a recession and saw the Dow Jones Industrial Average lost half its value in a year. It is unlikely that fed will risk a 1937 type slump.

But as the US economy gets stronger and the interest rate hike by the US Federal Reserve gets imminent, is India geared up to handle the outflow of foreign money that has been historically ballooning its stock markets? Christine Lagarde,chief of International Monetary Fund (IMF) who is in India on a two-day tour has said that India is well prepared to deal with any rate hike by the US Fed but cautioned that a stronger dollar may have a significant impact on financial systems in India and other emerging markets. A couple of years ago when the US Fed decided to slow down its quantitative easing , the foreign money from India flew at rocket speed and rupee fell to near 69 levels. India's current account deficit (CAD) was a record 4.7% to the GDP ($88 billion) in 2012-13 which compounded the problem. India is much better placed today. Although, CAD for last year was 1.7% and is expected to be at 2.1% for the current fiscal, as Indian economy grows at a scorching pace of 7.2-7.5%.

Inflation, too, has eased paving way for the Reserve Bank of India (RBI) to cut key interest rates twice this year already in a bid to force banks to begin lending to the industry again. Moreover, India's fiscal deficit plan has been spread further. The fiscal deficit target of reaching 3% of GDP is now delayed by a year, to 2017. Amidst all these positive changes since a couple of years ago, only one issue remains: High external debt of roughly $460 billion!

Dollar strength continues…

(Technical chart : Dollar Index monthly from 1999-2015)

 

The trajectory of the U.S. dollar has been nothing short of Spectacular! In May 2014, just ten short months ago, the dollar index bottomed at 78.93. Since then the dollar move has been one-way. The active month March dollar index futures contract closed on Friday, March 13 at 100.314,an increase of over 27% and at the highest level since April 2003. The dollar has taken out all long-term resistance levels in recent months.
On the fundamental front
the case for a stronger dollar remains compelling. Europe has just begun quantitative easing which will keep interest rates low. In some European countries, negative rates will continue to weaken their currencies in relation to the greenback. At the same time, U.S. interest rates are not heading lower. In fact, they are likely to rise on both the short end and long end of the interest rate curve.

Japan continues to mire in a multi-decade malaise. China's growth is slowing and the government has instituted a policy of 'new normal', which targets lower but sustainable growth. Australia and Canada's currencies have been weakening due to downside pressure on commodity prices. This all adds up to a strong case for a continuation of a rally in the U.S. dollar, and the pressure on Rupee will continue. The Reserve Bank of India (RBI) is likely to keep the Indian currency from appreciating against major currencies to give a competitive advantage for Indian exports

Technically 

USDINR in the March futures contract holds a strong support at 62.64, so the overall trend in the currency pair is expected to remain positive till the given level holds, while in the upside prices are expected to again re-test levels of above 63 i.e. 63.20 and can even test 63.50 in the next couple of weeks. However, if support at 62.60 is breached, then the local currency will again start strengthening towards 62-62.70 levels.

 

 

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

CRUDE TECHNICAL REPORT

NYMEX CRUDE CMP 51.70 FROM THE ABOVE CHART WE CAN SEE CRUDE OIL PRICES HAD A MASSIVE DOWNFALL FROM SERVERAL MONTHS AND RECENTLY AFTER  MAKING LOW OF 43.58 WE SAW A RALLY TOWARDS 54.24 AND AFTER THAT PRICES ARE MOVING IN A RANGE OF 54 AND 46 FOR LAST FEW WEEKS. PRICES HAVE BROKEN THE DOWNWARD  SLOPING TREND LINE AND CLOSED ABOVE THAT WHICH IS A BULLISH INDICATION AND NOW IT LOOKS LIKE IF PRICES SISTAINS ABOVE 52  WE COULD SEE 58-60 LEVELS IN SHORT TERM. FROM ELLIOT WAVE PRESPECTIVE, ALSO IT LOOKS LIKE WAVE 1 COMPLETED  AT 54.24 AND THEN WAVE 2 COMPLETED AROUND 47.80 AND NOW PRICES COULD MOVE UP IN WAVE 3 TOWARS 58-60 IN SHORT TERM. AVERAGES IN MACD IN THE DAILY CHART ARE JUST ABOUT TO CROSS ABOVE THE ZERO LINE IN THE INDICATOR SUGGESTING BULLISHNESS.ONLY CROSS BELOW THE ZERO LINE WOULD SUGGEST BEARISHNESS.PRICES HAVE CLOSED ABOVE 8 DAYS EMA AT 50.47 ABD ALSO ABOVE 20 DAYS EMA AT 50.91 AND BELOW 50 DAY EMA AT 52.75 . RSI IS IN THE NETURAL ZONES INDICATING PRICES ARE NEITHER OVERBOUGHT NOR OVERSOLD.

VIEW:-
FROM THE ABOVE ANALYSIS  WE SUGGEST TO BUY CRUDE OIL ABOVE 52 FOR TGT OF 58-60 RISK WOULD BE AT 47 LEVELS
IN MCX BUYING CRUDE OIL AT 3230 AND DIPS AT 3150 SL 2900 TGT 3550-3650


WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!

ALL TRADING IDEAS:- MARCH 2015

NIFTY FUT SUPPORT AT 8670 IF HOLD THAT SUPPORT THEN WE COULD SEE 9200--9500

BANKNIFTY SUPPORT AT 19600-19200 IF HOLDS THEN WE COULD SEE 21000-21500

BUY IN DIPS IN PSU BANKS

Technical Reasons for the PSU Banks Sector

1. Most of the names are at multiple support zones.

2. Many are retesting lows of 2008-2009 or 2011-2012 or 2014 and have corrected 30% from the

recent tops or more.

3. This is an ideal risk-reward time to accumulate when PSU Banks where it has under-performed

the benchmark as well as the Private Banks.

4. Sentiment is highly negative.

5. Unless one expects a new Bear Market with a 30-50% cut in these names we think technically

we are getting at a long term bottom.

6. We recommend a buy at current levels and add on dips on - SBI , BOB , PNB , Canara Bank, BOI,

Union Bank of India and as a basket of small PSU Bank names to be accumulated over the next

few weeks with upsides of 30-40% or higher in medium term. As well as a long term bottom to

be in place in next few weeks!

SBIN BANK SUPPORT AT 250-280 BUY IN ALL DIPS IT WILL LEAD MKT SOOON

BANK OF BARODA SUPPORT AT 160-180 BUY THERE NEAR BOTTOM YOU WILL EARN

PNB BIGGEST SUPPORT AREA 140-165 FOR LONG TERM BUY IT :)

CANARA BANK ONE OF THE STRONGEST BANK OF PSU BANKS 350-380 IS GOOD BASE ONE CAN BUY

BANK OF INDIA TRADING AT 2008-2009 LEVELS STRONG SUPPORT AT 200-230 BUY FOR LONG TERM.

UNION BANK OF INDIA MAJJOR SUPPORT IS AT 150-170 AND ALSO BACK TO 2011 LOWS BUY FOR LONG TERM.

DENA BANK ITS NOW NEW NEAR TO 2011--2014 BOTTEMS.

INDIAN OVERSEAS BANK TOO MUCH CLOSE TO 2009-2013 LOWS

Strategy

One can buy a basket of PSU Banks as per their preference.

 

Any further downside of 10 % in the stocks should be utilized to add more.

 

Upside targets of 30-40% and a long term bottom.

INFRA SECTOR
Larsen and Toubro – Back to being a Leader
LT READY TO BECOME A LEADER??
STRONG SUPPORT AT 1400-1500
BUY ON DIPS 1650-1700 LONG TERM UP MOVE POSSIBLE TOWARDS 2200.

Ashoka Buildcon – Range Breakout – Buy on retest of 150-160
TARGET 200

ELECON EINGINEERING CONSOLIDATION BETWEEN 45-55 FROM MANY MONTHS SO BUY AT 50-55 SL 45 TGTS 70-75 AND HIGHER 100 ALSO POSSIBLE.

ENGINEERS INDIA MAJOR LONG TERM BOTTEM AT 210-230 TURNAROUND CONFIRMATION ABOVE 230 FOR TGT OF 320--440

ACTION CONSTRUCTION EQUIPMENTS WILL SEE MOMENT ABOVE 44 TGT 70

IL & FS TRASPORT SETTING UP FOR LONG TERM TGT  OF 350
BUY NEAR 210-230
MOMENT ABOVE 240

HCC BUY NEAR 38-40 SL 36 TGT 48-60

LARGE CAP

BAJAJ AUTO LONG TERM ENTRY POINT 1900--2050

BPCL SUPPORT AT 700-730 UPSIDE 900-1000 SOON.

CIPLA DIPS TO 600-640 IS GOOD BUYING OPPORTUNITY
UPSIDE 1000
SHORT TERM TGT 750--770

COAL INDIA 2 MAJJOR TOPS ARE 415-425 BOTTER ARE 330-350
SUSTAINING ABOVE 425 BULL
BUY NEAR 365-380 MINIMUM TGT 550

HERO MOTO BUY IN DIPS AT 2500-2400 FOR HUGE TGT

ICICIBANK DIPS TO 310-330 IS BUYING ZONE
MINIMUM TGT 500-550 MEDIUM TERM

IDFC BUY AT 155-170 FOR TGT OF 190-200 AN 220
LONG TERM TRGT COULD BE WAY WAY HIGHER

ITC GOOD ZONE TO BUY AT 325-345 IF IT COMES

TCS BUYING ZONE 2500--2550 UPSIDE 3000-3200

WIPRO RETEST OF 580-620 BUYING ZONE UPSIDE HEDGING TOWARDS 1000

MIDCAPS

AEGIS LOGISTICS BUY AT 360-420 LONG TERM TGT 600-800

BIOCON BOTTOM AT 400-420 BUY WITH SL OF 380 TGT 550

ECLERX BUY AT 1350-1380 SL 1280 TGT 1600-1680

HEXAWARE RESTES OF 220-240 IS BUYING ZONE UPSIDE IN FULL YEAR

KPIT BUY AT 210-220 TGT 260-300

SHRIRAM TRANSPORT BUY AT 1100 IN DIPS FOR HIGHER TGTS

TATACHEMICALS BUY AROUND 420-460 SL 400 TGT 650-750

UPL BUY IN DIPS AT 370-400 NEXT TGT 550

OBEROI REALTY BREAKOUT ABOVE 290
ABOVE 330-340 FIREEEE
TGT 400-450

VOLTAS BUY AROUND 250-280 SL 230 TGT TOO MUCH FAR

SMALL CAP

AMBIKA COTTON TRIANGLE BREAKOUT BUY AT 540-565 SL 520 TGT 650-720

BAJAJ ELECTRIC BUY AT 217-225 SL 210 TGT 250-280

DCB BANK BUY AROUND 108-110 SL 105 TGT 130-150

GUJ FLOUROCHEMICALS
BUY ABOVE 795 SL 755 TGT 900-955

KEI INDS BUY AT 59-62 SL 57 TGT 70-75

ORIENT BELL BUY AT 110-117 SL 105 CLOSING BASIS TGT 135-160

MEDIUM TO LONG TERM PICKS

STYROLUTIONS ABS BUY AT 650-700 SL 620 TGT 900-1200


Small Cap Real Estate Sector Investment Picks for Long Term

Prozone Intu Properties

This is an interesting real estate developer with a foreign promoter – Intu which is a FTSE listed

company.

Stock available at 450-500 cr with land worth 1000-1800 cr and good visibility for many years to

come as most of projects in tier 2/3 cities.

We believe it’s a good bet at 24-30 levels with a view of 2-3 years and has potential to give huge

returns with low downside risk.

Attached is an investor presentation of the company.

Lancor Holdings – Long Term

LANCOR HOLDINGS

A quality and transparent management is a rare in real estate business. This is one with a good

reputation and long dividend track record and a 30 yr old company.

Market cap of 160 cr and EV of 290 cr.

It gets a lease rental of 15 cr from properties in the heart of chennai which can be conservatively

valued at 200-250 cr.

Strong pipeline of projects with 1-5-2 mn sq ft and enough land bank for visibility.

Very transparent management and deals in cheque and one can see all the prices of the flats on

their website.

The real estate market in Chennai should pick up over the next couple of years.

2 rs dividend for last many years gives a 3% yield.

Marquee investor – Rajshekhar Iyer has bought stake in the company.

We recommend an accumulate in parts at 75-80 and on sharp dips to 60-65 with a 1-2 yr view

and target of 120/150.

The stock has been recommended at 55 in Big Value 2.

Conclusion

The trend in Nifty remains up with good supports at 8670/8800.

We can see a blow out in Nifty with the help from Global Indices . Upside target 9200/9500.

We expect broader markets to take charge in coming months with strong moves in smallcaps.

With this move we could see a short term peak being formed in coming few weeks across global

markets and again a pullback into the channel.

Stock specific action with a lot of focus on small caps in coming weeks.

Strategy should be to ride the trend with quality stocks. Look to increase cash as we get closer to

9500 .

Sectors in Focus which are changing trends for long term – PSU Banks and Infra and related

companies.

PSU banks can be bought as a basket and accumulated for sharp returns in medium term.

ABOVE MENTIONED ALL THE DETAILS ARE VIEWS ONLY YOU DECIDE BUY OR NOT ITS A FORWDED INFORMATION NOT MINE :)

WHAT EVER YOU EARN FROM MY CALLS PLEASE GIVE 10% PROFIT'S FOOD TO COWS AND DOGS HELP THM GOD WILL HELP YOU-!!!