MOSt Market Roundup
4th December 2017
EQUITY Market
Cash Volumes (INR in Crores)
Exchange
Today
BSE (Cash)
-
BSE (Derivatives)
-
NSE (Cash)
24,736.75
NSE(Derivatives) 3,85,865.94
Pev. Day
4,429.79
0.44
28,427.19
4,41,281.18
Sensex
32869.72
36.78
Nifty
10127.75
5.95
Dealer's Diary
Market managed to close in positive territory after a fall of four
consecutive days. Nifty gained marginally by 5 points to close at 10128
while it has touched a day's high of 10179 and low of 10096. Sensex
gained 37 points to close at 32870. RBI Credit policy (6th December)
and Gujarat Assembly Election result outcome on domestic issue to
keeps the market volatile. However, global markets witnessed smart
rally after the U.S. Senate's passed tax-cut bill. European market gained
1% each and US Future advanced nearly 1%. Nifty 500 stocks advance
decline ratio was 1:1.3. Auto, Banking and Realty stocks declined while
Tech, select Metal and Pharma stocks gained. Biocon climbed up 15%
to close all time high at Rs51 after the news that the US FDA approves
company and partner Mylan's biosimilar for the treatment of patients
with breast or metastatic stomach cancer. Infosys announced the
appointment of new CEO & MD Salil Parekh. Stock gained over 2% to
close at Rs984 after it has touched a day' s high of Rs997. Auto stocks
like Maruti, Ashok Leyland, Bajaj Auto and Escorts (down 4%) witnessed
profit booking. However, Maruti and Ashok Leyland reported
impressive November sales data. Banking stocks like SBI, PNB and BoB
recovered from the intra-day low while 10-year G-Sec Yield surged to
one high. RBI will be announce Credit Policy tomorrow.
Advance / Decline
Group
Advance
Decline
Unchanged
NIFTY 50
28
20
2
BSE 201
92
108
1
Top Index Gainers
Scrip
IBULHSGFIN
INFY
HCLTECH
GAIL
HINDALCO
LTP
1,182.40
984.4
848.9
464.2
239.5
% Change
3.29
2.67
2.28
1.84
1.76
Top Index Losers
Scrip
INFRATEL
UPL
COALINDIA
BAJFINANCE
ULTRACEMCO
LTP
375.9
712.45
265.9
1,675.80
4,119.00
% Change
-2.6
-2.39
-2.26
-2.09
-1.58
Technical Outlook
Nifty index continued its formation of lower highs - lower lows for
fourth trading sessions and corrected towards 10095. However it
managed to hold immediate support and previous swing low of 10094
then finally closed with marginal gains of around 5 points. Now if it
manages to hold 10094 then only short term reversal could be seen
towards 10178 then 10250 while a hold below 10094 could start a fresh
decline towards psychological 10000 zones.
Nifty Futures
10166.00
11.75
Premium
38.25
DERIVATIVE MARKET
Derivative Volumes (INR in Crores)
Exchange
Index Futures
Stock Futures
Index Options
Stock Options
F&O Total
No. of
Contracts
171427
548328
3395405
314157
4429317
Turn
Over
14,425.97
38,881.32
309735.86
22,808.89
385852.04
Nifty Future closed with marginal gains of 0.12% at 10166. On the option
front, maximum and significant open interest is standing at 10000 strike
with outstanding position of around 84 Lakh shares while maximum
Call OI is at 10500 followed by 10400 strike. Option band signifies trading
band between 10000 to 10500 with expectation of higher market
volatility in December series. India VIX marginally moved up by 0.37%
at 14.85. Built up of long position were seen in Biocon, IGL, Mindtree,
ACC, Infy, DLF, Cumminsind and Torntpharma while shorts were seen
in Justdial, Pidilitind, NIIT Tech, Jublfood, KPIT, BEL, Grasim,
Ambujacem, Asianpaint and Infratel.
Most Active Nifty Calls
Most Active Nifty Puts
Index
Option
10,000
10,100
10,200
-
Price
INR
86.4
116.9
156.7
-
No. of Contract
Vol
OI
124575 112688
112884 48898
77423
51055
-
-
Index
Option
10,300
10,400
10,500
10,200
Price
INR
78.7
46.5
26.0
123.7
No. of Contract
Vol
OI
144679
119267
114882
104878
53479
59026
82103
35312
Most Active Stock Future
Stock
Futures
BIOCON
INFY
TATAMOTORS
DLF
Price
INR
512.8
985.4
403.7
229.0
No. of Contract
Vol
OI
28197
25355
16854
10231
6729
69763
46618
8643
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
1
 Motilal Oswal Financial Services
MOSt Market Roundup
4th December 2017
EQUITY Market
Global Indices
Indices
Dow Fut
Nasdaq Fut
FTSE
Nikkei
Closing Price
24437
6365.5
7356
22707.16
Change(%)
0.82
0.30
0.73
-0.49
News:
3
3
3
3
V/S INR
Dollar
Euro
Pound
Yen
Closing Price
64.37
76.27
86.42
0.57
Change(%)
0.15
0.07
0.71
0.61
3
3
Commodity
Indices
Brent Crude
Gold
Silver
Closing Price
63.26
1273.97
16.34
Change(%)
-0.74
-0.52
-0.64
3
Note - *Data as of today, 5P.M.
3
Company Meetings on 5th Dec 17
Board Meetings -
Dish TV
Result -
Dish TV
3
3
3
Corporate Action on 5th Dec 17
Rights - Lakshmi Vilas Bank
Dividend - Monsanto India
3
Nestle India tom pay Rs33 a share as third interim dividend
Reliance Nippon raises Bharat Financial stake from 5% to 5.2%
Government may list Bharat 22 ETF on overseas exchanges -
ET Now
Government to release mid-term review of foreign trade policy
on December 5
Modi Adviser Says RBI Misguided on Inflation and Should Cut
Rate - The Indian central bank's tendency to overestimate in-
flation has prevented it from cutting interest rates further and
cost the economy dearly, according to one of Prime Minister
Narendra Modi's advisers.
Airtel acquires strategic stake in Juggernaut books
Coal India November Output, Shipments Rise to Highest for
Month - Coal India's production and shipments in November
rose to the most for the month in at least five years, as power
plants procured more coal to boost inventories. Shipments
jumped 5.2 percent from a year ago to 50.67 million metric
tons.
Government informs Supreme Court that use of pet coke can
be allowed for cement makers but not as fuel.
Court to hear arguments on cement companies' plea on Dec.
11
Rupa unit introduces fruit of loom innerwear product in India
Southern Petro Q2 net profit Rs78.2mn vs Rs218.2mn
Zee Learn says not finalized any deal with MT Educare, Zee
Learn clarifies report of plan to pick up MT Educare stake
Factory orders - Bloomberg survey 0.4% (Prior 1.4%)
OPEC and its allies outside the group will maintain their cuts
in oil output until global production meets demand, Saudi
Arabia's Energy Minister Khalid Al-Falih said.
Asian stocks swung between gains and losses as investors
attempted to evaluate the potential local impact of pending
U.S. tax legislation.
European stocks rebound from two-week low, led by a rally in
banks and insurers after U.S. lawmakers passed corporate tax-
cut legislation.
US Data:
3
Events on 5th Dec 17
India- Nikkei Service PMI and Composite PMI
US- Trade Balance, Service PMI, Manufacturing PMI
Commodity:
3
Global Market:
3
3
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
2
 Motilal Oswal Financial Services
MOSt Market Roundup
4th December 2017
Technical Commentary
Nifty index continued its formation of lower highs - lower lows for fourth trading sessions and corrected towards
10095. However it managed to hold immediate support and previous swing low of 10094 then finally closed with
marginal gains of around 5 points. Now if it manages to hold 10094 then only short term reversal could be seen
towards 10178 then 10250 while a hold below 10094 could start a fresh decline towards psychological 10000 zones.
Follow up - Open Recommendations
Date
Scrip
TRADING CALL
4-Dec
VEDLFUT
4-Dec
MGLFUT
4-Dec
LT
1-Dec
TATASTEELFUT
1-Dec
BANKNIFTY25800CE
1-Dec
BANKNIFTY25700CE
1-Dec
BANKNIFTY25400CE
Reco
BUY
BUY
BUY
SELL
SELL
SELL
BUY
Price
291.70
1118.95
1214.95
684.13
45.05
67.65
182.55
Lot*
1029
269
247
439
40
40
40
Close
291.95
1125
1214
692
11.5
18.1
67
Target
300.3
1141
1275
662
-
-
-
Stop Loss
287.4
1108
1185
695
-
-
-
MTM +/-
257
1627
-235
-3455
1342
1982
-4622
* Lot Size (Only Cash & Future) is calculated based on 3,00,000 Corpus.
# Please Watch for Followup Alerts provided on the Trading Screen / Call your MOSL Advisor
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
3
 Motilal Oswal Financial Services
MOSt Market Roundup
4th December 2017
Pivot Table
Co. Name
NIFTY
SENSEX
ACC
ACEM
APNT
AXSB
BJAUT
BOB
BHEL
BPCL
BHARTI
CIPLA
COAL
DLFU
DRRD
GAIL
GRASIM
HCLT
HDFCB
HMCL
HNDL
HUVR
HDFC
ICICIBC
IDFC
IIB
INFO
ITC
JPA
JSP
KMB
LT
LPC
MM
MSIL
NMDC
NTPC
ONGC
PWGR
PNB
RIL
VEDL
SBIN
SUNP
TCS
TTMT
TPWR
TATA
UTCEM
WPRO
Close
10,128
32,870
1,694
261
1,121
535
3,199
170
91
496
484
597
266
229
2,242
463
1,136
848
1,834
3,601
240
1,269
1,680
304
60
1,650
985
255
17
169
998
1,218
814
1,401
8,501
133
180
182
203
173
902
290
314
521
2,632
404
90
688
4,110
290
Low
10,096
32,786
1,671
259
1,117
530
3,183
166
90
490
483
589
265
224
2,229
450
1,126
825
1,830
3,594
235
1,241
1,656
302
59
1,648
969
254
17
166
993
1,202
809
1,393
8,481
130
180
181
201
170
897
286
311
517
2,603
402
89
681
4,091
283
S2
10,051
32,665
1,657
256
1,099
524
3,145
163
88
486
477
582
260
220
2,203
444
1,104
816
1,815
3,569
232
1,228
1,644
299
58
1,631
955
252
16
164
982
1,192
804
1,377
8,368
129
178
179
199
168
888
282
309
509
2,576
396
88
675
4,027
280
S1
10,089
32,767
1,676
258
1,110
529
3,172
167
90
491
481
589
263
224
2,223
454
1,120
832
1,825
3,585
236
1,249
1,662
302
59
1,641
970
254
17
167
990
1,205
809
1,389
8,434
131
179
180
201
170
895
286
311
515
2,604
400
89
681
4,068
285
PP
10,134
32,888
1,689
262
1,128
535
3,210
169
91
496
486
596
268
228
2,249
459
1,142
841
1,840
3,610
238
1,261
1,674
305
60
1,658
984
255
17
169
1,000
1,215
814
1,405
8,547
132
181
182
203
172
904
290
314
522
2,631
406
90
687
4,133
288
R1
10,173
32,990
1,708
265
1,139
541
3,236
172
92
501
490
603
271
233
2,269
468
1,158
857
1,849
3,626
242
1,281
1,692
307
61
1,667
999
256
18
171
1,008
1,228
820
1,416
8,614
135
182
183
204
175
911
294
316
528
2,660
409
91
694
4,175
293
R2
10,218
33,111
1,721
269
1,156
546
3,274
175
93
505
496
610
277
237
2,295
474
1,180
866
1,865
3,651
245
1,294
1,703
310
62
1,684
1,012
258
18
173
1,019
1,238
825
1,432
8,727
136
183
185
206
177
921
299
318
536
2,687
415
93
699
4,239
296
High
10,179
33,008
1,703
266
1,145
541
3,247
171
92
500
492
603
274
233
2,275
464
1,164
850
1,855
3,635
241
1,274
1,685
308
61
1,675
997
256
18
171
1,011
1,225
820
1,420
8,660
134
182
184
204
174
914
295
316
530
2,659
411
92
693
4,198
291
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
4
 Motilal Oswal Financial Services
MOSt Market Roundup
4th December 2017
MOSt Velocity / High Conviction
MOSt Velocity
Account Summary
Cash Market
Model Corpus Value
Total Return till date
Booked Profit
Unrealised Profit
Historical Performance
INR
1000000
1015804
1074466
-58662
101.6%
107.4%
-5.9%
Return %
Period
Inception
36 Months
24 Months
12 Months
6 Months
3 Months
Benchmark Return % Portfolio
BSE200
NIFTY
Return %
114.6%
100.2%
101.6%
27.6%
18.6%
32.4%
35.3%
30.1%
18.4%
28.4%
25.2%
16.2%
6.8%
4.8%
0.5%
2.9%
1.8%
-0.8%
Relative Out Performance %
With Bse 200 With Nifty
-13.0%
1.4%
4.9%
13.8%
-16.9%
-11.7%
-12.2%
-9.1%
-6.3%
-4.3%
-3.7%
-2.6%
MOSt Velocity - Open Position
Stock Name
TATAMOTORS
EICHERMOT
MARUTI
RBLBANK
FEDERALBNK
LICHSGFIN
IOC
RELIANCE
Cash
Total
Sector Name
AUTO
AUTO
AUTO
FINANCIAL
FINANCIAL
FINANCIAL
OIL & GAS
OIL & GAS
Cash
Reco Date
11-Apr-17
7-Sep-17
7-Nov-17
21-Jun-17
20-Jul-17
31-Aug-17
31-Oct-17
27-Nov-17
Wtg%
10.0%
5.0%
5.0%
10.0%
10.0%
10.0%
10.0%
10.0%
CMP
404
29440
8501
512
106
570
391
902
30.0%
100.0%
High Conviction
Account Summary
Cash Market
Model Corpus Value
Total Return till date
Booked Profit
Unrealised Profit
High Conviction - Open Position
INR
300000
80908
84533
-3625
27.0%
28.2%
-1.2%
Return %
Stock Name
LT
Reco Date
4-DEC-17
Reco Price
1215
CMP
1214
High Conviction Trading Idea Performance
Remark
No. of Calls
Aug'16 Sep'16
Oct'16 Nov'16 Dec'16
Jan'17
Feb'17 Mar'17 Apr'17 May'17 Jun'17
Jul'17
Aug'17 Sep'17
Oct'17
4
Strike Rate
100%
P&L
41065
3
67%
-8626
4
50%
9328
5
60%
-2906
4
6
25%
67%
-11721 14962
4
75%
6327
4
100%
23855
5
80%
20182
6
50%
674
2
0%
-17365
5
60%
4751
1
1
0%
0%
-11647 -4994
1
100%
20648
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
5
 Motilal Oswal Financial Services
MOSt Market Roundup
4th December 2017
MOSt Multi Cap
MOSt Multi Cap- Performance
Returns
MOSt Multicap
Sensex
BSE 200
* Inception date: 31st Jan 2016
3mth
0.6%
2.1%
3.6%
6mth
4.1%
11.2%
11.2%
1yr
9.2%
18.9%
21.0%
Since inception*
57.5%
33.5%
42.3%
Data as on 31st October 2017
MOSt Multi Cap- Open Positions
Stock Name
Bajaj Auto Limited
Zee Entertainment Enterprises Ltd
HDFC Bank
Piramal Enterprises Limited
Yes Bank Ltd
CG Consumer Electricals ltd
Can Fin Homes Ltd
Sterling Tools Ltd
Shriram City Union Finance Ltd
Capital First
Ramco Cements Ltd
Granules India Limited
HDFC Standard Life
PC Jeweller Limited
Cash
Total
Sector Name
Automobiles
Media
Banking
Diversified
Banking
Capital Goods
Financial
Automobiles
Financial
Financial
Cement
Pharmaceuticals
Financial
Retail
CMP
3199
566
1834
2731
303
271
459
399
2054
689
693
126
363
391
Allocation (%)
10
10
10
10
10
5
5
5
5
5
5
5
5
5
5
100
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
6
 Motilal Oswal Financial Services
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Disclosure of Interest Statement
"
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No
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not located in Hong Kong & are not conducting Research Analysis in Hong Kong.
For U.S.
Motilal Oswal Securities Limited (MOSL) is not a registered broker - dealer under the U.S. Securities Exchange Act of 1934, as amended (the"1934 act") and under applicable state laws in the United States. In
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in the United States. Accordingly, in the absence of specific exemption under the Acts, any brokerage and investment services provided by MOSL, including the products and services described herein are not
available to or intended for U.S. persons. This report is intended for distribution only to "Major Institutional Investors" as defined by Rule 15a-6(b)(4) of the Exchange Act and interpretations thereof by SEC
(henceforth referred to as "major institutional investors"). This document must not be acted on or relied on by persons who are not major institutional investors. Any investment or investment activity to which
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The Research Analysts contributing to the report may not be registered /qualified as research analyst with FINRA. Such research analyst may not be associated persons of the U.S. registered broker-dealer, MOSIPL,
and therefore, may not be subject to NASD rule 2711 and NYSE Rule 472 restrictions on communication with a subject company, public appearances and trading securities held by a research analyst account.
For Singapore
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to accredited investors, as defined in the Financial Advisers Regulations and the Securities and Futures Act (Chapter 289), as amended from time to time. In respect of any matter arising from or in connection
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The report and information contained herein is strictly confidential and meant solely for the selected recipient and may not be altered in any way, transmitted to, copied or distributed, in part or in whole, to
any other person or to the media or reproduced in any form, without prior written consent. This report and information herein is solely for informational purpose and may not be used or considered as an offer
document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments. Nothing in this report constitutes investment, legal, accounting and tax advice or a representation that
any investment or strategy is suitable or appropriate to your specific circumstances. The securities discussed and opinions expressed in this report may not be suitable for all investors, who must make their own
investment decisions, based on their own investment objectives, financial positions and needs of specific recipient. This may not be taken in substitution for the exercise of independent judgment by any recipient.
Each recipient of this document should make such investigations as it deems necessary to arrive at an independent evaluation of an investment in the securities of companies referred to in this document (including
the merits and risks involved), and should consult its own advisors to determine the merits and risks of such an investment. The investment discussed or views expressed may not be suitable for all investors. Certain
transactions -including those involving futures, options, another derivative products as well as non-investment grade securities - involve substantial risk and are not suitable for all investors. No representation
or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information and opinions contained in this document. The Disclosures of Interest Statement incorporated in this
document is provided solely to enhance the transparency and should not be treated as endorsement of the views expressed in the report. This information is subject to change without any prior notice. The Company
reserves the right to make modifications and alternations to this statement as may be required from time to time without any prior approval. MOSL, its associates, their directors and the employees may from
time to time, effect or have effected an own account transaction in, or deal as principal or agent in or for the securities mentioned in this document. They may perform or seek to perform investment banking
or other services for, or solicit investment banking or other business from, any company referred to in this report. Each of these entities functions as a separate, distinct and independent of each other. The recipient
should take this into account before interpreting the document. This report has been prepared on the basis of information that is already available in publicly accessible media or developed through analysis
of MOSL. The views expressed are those of the analyst, and the Company may or may not subscribe to all the views expressed therein. This document is being supplied to you solely for your information and may
not be reproduced, redistributed or passed on, directly or indirectly, to any other person or published, copied, in whole or in part, for any purpose. This report is not directed or intended for distribution to,
or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation
or which would subject MOSL to any registration or licensing requirement within such jurisdiction. The securities described herein may or may not be eligible for sale in all jurisdictions or to certain category
of investors. Persons in whose possession this document may come are required to inform themselves of and to observe such restriction. Neither the Firm, not its directors, employees, agents or representatives
shall be liable for any damages whether direct or indirect, incidental, special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information. The person
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Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-3980 4263; www.motilaloswal.com. Correspondence Address: Palm
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Registration details of group entities.: Motilal Oswal Securities Ltd. (MOSL): INZ000158836 (BSE/NSE/MSE); CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412 . AMFI: ARN 17397.
Investment Adviser: INA000007100. Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670) offers PMS and Mutual Funds products. Motilal Oswal Wealth Management
Ltd. (MOWML): PMS (Registration No.: INP000004409) offers wealth management solutions. *Motilal Oswal Securities Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs and IPO products. *
Motilal Oswal Commodities Broker Pvt. Ltd. offers Commodities Products. * Motilal Oswal Real Estate Investment Advisors II Pvt. Ltd. offers Real Estate products. * Motilal Oswal Private Equity Investment Advisors
Pvt. Ltd. offers Private Equity products
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025