MOSt Market Roundup
7th May 2018
EQUITY Market
Cash Volumes (INR in Crores)
Exchange
BSE (Cash)
NSE (Cash)
NSE(Derivatives)
Today
-
28,636
3,69,887
Pev. Day
2,924
29,432
3,67,606
Sensex
35208.14
292.76
Nifty
10715.50
97.25
Dealer's Diary
Market bounced back after a fall of three trading sessions. Nifty climbed
up nearly 1% (97 points) to close at 10715 and Sensex closed above 35k
(up 293points) . Positive global cues, impressive quarterly results and
fall in G-Sec yield lifted market. PSU Banks, Auto, Metal and FMCG
stocks witnessed smart gains while Tech stocks saw profit booking.
Pharma stocks were major losers today. US market gained over 1% and
European market opened on a strong note on account of impressive
economy data reported by US. Metal stocks gained after increased base
metal prices on LME of Aluminum, etc.. PSU Banks gained after media
news that the RBI likely MTM exempttion on G-SEC to boost bank profit
and RBI to infuse Rs100bn through OMO route on 17th May. There was
only concern in the market that Brent Crude surged 3% to a high above
$75/bbl and USDINR increased to one year high above 67. Exide
Industries surged 6% to close at all time high of Rs263 as the company
announced impressive Q4 result. Among the Banking stocks, ICICI Bank
gained 2% to close at Rs290 ahead of quarterly result today. Among the
PSU Banks like SBI, Bank of Baroda, PNB, Union Bank, OBC gained 2-4%.
Auto stocks like M&M gained 4% to close at all time of Rs886 on
expectation of normal monsoon which will improve demand. FMCG
stocks like Jubliant Food gained nearly 2% to close at all time high of
Rs2605.
Advance / Decline
Group
Advance
Decline
Unchanged
NIFTY 50
37
13
0
BSE 200
127
71
3
Top Nifty - 50 Index Gainers
Scrip
GAIL
M&M
ICICIBANK
AXISBANK
HINDALCO
LTP
344
887
293
536
238
% Change
4.3
3.8
3.6
3.0
2.8
Top Nifty - 50 Index Losers
Scrip
LUPIN
DRREDDY
TCS
COALINDIA
CIPLA
LTP
775
2,067
3,428
267
591
% Change
-2.6
-1.9
-1.5
-1.4
-1.0
Technical Outlook
Nifty index opened positive and sustained buying was seen throughout
the trading session to settled near day's high. It finally negated it lower
highs- lower lows formation on daily scale and formed a Bullish Candle
which means buying was witnessed at lower levels. Now till it holds
above 10680, it can extend it up move towards 10780 then 10800 zones
while a hold below 10680 could dragged it towards 10638 then 10600
zones.
Nifty Futures
10742.05
83.30
Premium 26.55
DERIVATIVE MARKET
Derivative Volumes (INR in Crores)
Exchange
Index Futures
Stock Futures
Index Options
Stock Options
F&O Total
No. of
Contracts
1,31,532
6,57,058
29,49,629
4,58,542
41,96,761
Turn
Over
11,791
43,469
2,82,280
32,420
3,69,960
Nifty future closed positive with the gain of 0.78 % at 10742. On the option
front, Maximum Put OI is at 10500 followed by 10600 strike while maximum
Call OI is at 11000 followed by 10800 strike. We have seen Put writing at
10600 and 10700 strikes while Call unwinding is seen at all immediate strike
prices which gives room for further up move. Option data suggests an
immediate trading range between 10650 to 10850. India VIX moved up by
2.94% at 13.64. Built up of long position were seen in Exideind , Jublfood,
Apollotyre, Federal Bank, Pcjeweller, DCB Bank, AmaraBattery and Bank
India while shorts were seen in Wockpharma, Tataelxsi, Concor, IGL, Ajanta
Pharma, STAR and Lupin.
Most Active Stock Future
Stock
Futures
ICICIBANK
JINDALSTEL
TATASTEEL
SBIN
Price
INR
293
256
596
247
No. of Contract
Vol
OI
18,398
14,420
13,111
13,021
33,043
16,479
19,904
27,967
Most Active Nifty Calls
Index
Option
10,700
10,800
11,000
10,900
Price
INR
157.0
101.0
34.4
62.0
No. of Contract
Vol
OI
83,292
79,948
72,816
68,364
31,368
48,027
75,816
44,980
Most Active Nifty Puts
Index
Option
10,600
10,500
10,700
-
Price
INR
85.7
62.0
117.9
-
No. of Contract
Vol
OI
86,110
65,521
65,486
-
54,838
68,706
29,215
-
1
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
MOSt Market Roundup
7th May 2018
EQUITY Market
Global Indices
Indices
Dow Fut
Nasdaq Fut
FTSE Fut
Nikkei fut
Closing Price
24,287
6,816
7,523
22,450
Change(%)
0.24
0.61
0.00
0.00


News:

Tata Steel's U.K. Arm Is Said to Miss 2017 Profit Target: FT - Tata
Steel U.K. arm's annual Ebitda was about GBP80m-GBP90m, fall-
ing short of GBP200m internal target, FT reports, citing two uni-
dentified people with knowledge of the matter.
Sadbhav Engineering wins orders worth Rs3.17bn
PSA, TCS to Cooperate on Car for Indian Market: Les Echos - PSA
has commissioned Tata Consultancy
Services to design a car adapted to the needs of Indian costum-
ers, other emerging markets
Manpasand, Parle to jointly distributed brands in Westerm India
Vijaya Bank Q4 net profit Rs2.07bn (up 1.5% YoY), provision
Rs5.56bn vs Rs3.33bn, GNPA 6.34% vs 6.17% and NII Rs12bn (up
20.9% YoY).
Infibeam to acquire Unicommerce esolutions stake for Rs1.2bn
from Jasper
Reliance Infrastructure and Astaldi S p A (Italy) in a joint venture
have bagged Rs70bn order for construction of the second sea link
in Mumbai.
Suven Life - Successfully inspection completes US FDA inspec-
tion on Hyderabad unit
Firstsource Q4 net profit Rs928.3mn (down 6.7% QoQ) and In-
come Rs8.7bn (up 1.1% QoQ)
Reliance said to invest Rs23bn in Negothane - BTVI
Exide Industries Q4 net profit Rs1.9bn (up 15% YoY) and sales
Rs24.6bn (up 25% YoY)
Inox Leisure Q4 net profit Rs576.8mn, one time loss Rs85.4mn,
tax gain Rs537mn and sales Rs3.24bn
V/S INR
Dollar
Euro
Pound
Yen
Closing Price
67.15
80.10
90.87
0.61
Change(%)
-0.42
-0.13
-0.20
-0.23



Commodity
Indices
Brent Crude
Gold
Silver
Closing Price
75.55
1313.74
16.48
Change(%)
0.91
-0.06
-0.28




Company Meetings on 8th May 18
Board Meetings -
ABB, Blue Dart, Godrej Con-
sumers, HEG, Jubliant Food, Kajaria Ceram-
ics, Mahindra Holiday, Phoenix Mills, Sanofi
India, Sintex Industries, SKF India, Sun
Pharma Advance and Whirlpool
Results -
ABB, Blue Dart, Godrej Consumers,
HEG, Jubliant Food, Kajaria Ceramics,
Mahindra Holiday, Phoenix Mills, Sanofi In-
dia, Sintex Industries, SKF India, Sun Pharma
Advance and Whirlpool



US Data:

Jolts job opening - Bloomberg expectation 6075 (previous 6052)
Commodity:

Corporate Action on 8th May 18
N.A.
U.S. oil rose above $70 a barrel for the first time since November
2014 as traders braced for a re-imposition of U.S. sanctions on
Middle East crude producer Iran.
Events on 8th May 18
N.A.
Global Market:

Asian shares were mostly higher Monday following strong gains
on Wall Street after the U.S. jobless rate hit an 18-year low, help-
ing investors overlook unresolved trade tensions between Wash-
ington and Beijing.
European stocks are starting to gain a little traction despite more
lackluster economic data today

2
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
MOSt Market Roundup
7th May 2018
Technical Commentary
Nifty index opened positive and sustained buying was seen throughout the trading session to settled near day's high.
It finally negated it lower highs- lower lows formation on daily scale and formed a Bullish Candle which means buying
was witnessed at lower levels. Now till it holds above 10680, it can extend it up move towards 10780 then 10800 zones
while a hold below 10680 could dragged it towards 10638 then 10600 zones.
Follow up - Open Recommendations
Call Type
OVERNIGHT BUY
OVERNIGHT BUY
Date
07-May
07-May
Scrip
SUNTV
LT
SBILIFE
PNB
OIL
ITC
BRITANNIA
UPL
AMARAJABAT
MFSL
ABCAPITAL
NATIONALUM
LICHSGFIN
NIFTY 10800 CE
BANKNIFTY 26100 CE
BANKNIFTY 25900 CE
BANKNIFTY 25800 CE
HINDPETRO 310 CE
HINDPETRO 300 CE
NIFTY 10200 PE
NIFTY 11100 CE
Reco
BUY
BUY
BUY
BUY
BUY
BUY
BUY
BUY
BUY
BUY
BUY
BUY
SELL
BUY
SELL
SELL
BUY
SELL
BUY
SELL
SELL
Rec Price
883
1393
707
94
228
282
5462
712
872
519
161
83
520
103
25
71
108
9
12
22
20
Lot Size Close Price
340
216
425
3198
1316
1065
55
422
344
579
1868
3600
1100
75
40
40
40
1575
1575
75
75
883
1389
704
94
229
282
5473
717
886
509
158
80
521
101
41
112
167
9
14
23
17
Target
894
1423
745
100
237
294
5618
739
922
554
170
100
501
125
-
-
-
-
-
-
-
Stop Loss
878
1378
688
91
223
276
5378
697
848
499
156
75
531
89
-
-
-
-
-
-
-
MTM +/-
-51
-741
-1517
-96
658
533
575
2076
4668
-5529
-5044
-12240
-660
-120
-641
-1629
2337
-1181
2252
-38
201
Short Term Positional 07-May
Short Term Positional 07-May
Short Term Positional 07-May
Short Term Positional 07-May
Short Term Positional 07-May
Short Term Positional 07-May
Short Term Positional
Short Term Positional
Short Term Positional
HIGH CONVICTION
Short Term Positional
OPTION STRATEGY
OPTION STRATEGY
04-May
04-May
04-May
20-Apr
04-May
07-May
07-May
07-May
07-May
04-May
04-May
02-May
02-May
OPTION STRATEGY
OPTION STRATEGY
* Lot Size (Cash) is calculated based on 3,00,000 Corpus.
# Please Watch for Followup Alerts provided on the Trading Screen / Call your MOSL Advisor
2
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
MOSt Market Roundup
7th May 2018
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
10,716
35,208
1,525
236
1,215
536
2,920
143
84
386
399
591
267
216
2,067
344
1,079
929
1,978
3,645
238
1,496
1,917
293
56
1,889
1,184
283
20
256
1,243
1,388
775
887
8,736
121
171
184
210
94
972
285
247
513
3,428
335
85
596
4,046
274
Low
10,636
34,978
1,516
233
1,180
523
2,891
141
83
374
396
585
265
212
2,055
327
1,064
921
1,975
3,623
232
1,465
1,901
283
56
1,881
1,176
277
19
242
1,229
1,366
763
859
8,660
120
170
181
207
92
956
282
242
507
3,411
334
84
581
3,970
267
S2
10,602
34,866
1,501
231
1,164
517
2,866
139
83
368
390
577
260
210
2,022
321
1,057
911
1,968
3,593
230
1,451
1,893
279
55
1,871
1,169
274
19
236
1,221
1,355
751
848
8,612
119
169
179
206
91
950
278
240
500
3,364
331
83
575
3,942
264
S1
10,659
35,037
1,513
233
1,189
527
2,893
141
83
377
394
584
264
213
2,044
332
1,068
920
1,973
3,619
234
1,473
1,905
286
55
1,880
1,176
278
19
246
1,232
1,372
763
867
8,674
120
170
182
208
92
961
281
243
506
3,396
333
84
586
3,994
269
PP
10,692
35,149
1,528
236
1,205
532
2,918
143
84
383
400
592
269
215
2,078
338
1,075
930
1,980
3,649
236
1,488
1,913
290
56
1,890
1,183
281
20
252
1,240
1,383
775
878
8,722
121
171
183
209
94
967
285
246
513
3,443
336
85
592
4,022
272
R1
10,749
35,319
1,539
238
1,230
542
2,945
145
85
391
404
599
272
218
2,100
350
1,086
940
1,985
3,675
241
1,510
1,926
296
57
1,899
1,191
285
20
262
1,251
1,399
787
897
8,784
122
172
186
211
95
978
289
250
520
3,475
338
86
602
4,074
278
R2
10,782
35,431
1,554
241
1,246
547
2,970
147
86
397
409
607
277
220
2,133
356
1,094
950
1,992
3,705
243
1,525
1,934
300
58
1,909
1,198
287
21
267
1,260
1,410
799
907
8,832
123
173
187
212
96
984
293
252
527
3,522
340
87
609
4,102
281
High
10,726
35,260
1,542
238
1,221
538
2,943
145
85
388
405
600
274
217
2,111
345
1,082
941
1,987
3,679
239
1,502
1,922
293
57
1,900
1,190
283
20
257
1,249
1,394
787
888
8,770
122
172
185
210
95
973
289
248
520
3,490
338
86
598
4,050
276
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
MOSt Market Roundup
7th May 2018
MOSt Velocity / High Conviction
MOSt Velocity
Account Summary
Cash Market
INR
Return %
Model Corpus Value 10,00,000
Total Return till date 10,02,359
Booked Profit
Unrealised Profit
10,40,277
-37,918
100.2%
104.0%
-3.8%
Historical Performance
Period
Inc. Date
36 Months
24 Months
12 Months
6 Months
3 Months
Benchmark Return %Portfolio Relative Out Perf.(%)
BSE200
NIFTY Return % With Bse 200With Nifty
124.4%
37.2%
43.0%
15.1%
3.6%
2.6%
111.8%
30.8%
37.9%
15.4%
4.0%
1.9%
100.2%
26.8%
17.3%
1.9%
-3.6%
1.5%
-24.1%
-10.5%
-25.7%
-13.3%
-7.2%
-1.1%
-11.6%
-4.0%
-20.6%
-13.5%
-7.6%
-0.4%
MOSt Velocity - Open Position
Scrip Name
TATAMOTORS
MARUTI
MARUTI
MCX
UPL
BATAINDIA
CIPLA
Cash
Total
Reco Date
11-Apr-17
7-Nov-17
12-Feb-18
20-Apr-18
28-Mar-18
4-May-18
2-May-18
Allocation
10%
5%
5%
10%
10%
10%
10%
40%
100%
Reco Price
477
8,298
9,049
783
743
779
618
CMP
335
8,744
8,744
766
717
787
591
Gain (%)
-30
5
-3
-2
-3
1
-4
High Conviction
Account Summary
Cash Market
Model Corpus Value
Total Return till date
Booked Profit
Unrealised Profit
Open Positions
INR
3,00,000
42,508
54,748
-12240
Return %
14.2%
18.2%
-4.1%
Stock Name
NATIONALUM
Reco Date
20-Apr-18
Reco
Price
83.2
Stop Loss
74.8
Target
100.0
CMP
80.0
Profit/ Loss
-12,240
High Conviction Trading Idea Performance
Remark
No. of Calls
Strike Rate
P&L
Dec'17
4
50%
-12,341
Jan'18
2
0%
-15,480
Feb'18
2
50%
-4,409
Mar'18
1
0%
-12,392
Apr'18
4
100%
18,231
5
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
MOSt Market Roundup
7th May 2018
MOSt Multi Cap
MOSt Multi Cap- Performance
Returns
MOSt Multicap
Sensex
Nifty
BSE 200
* Inception date: 31st Jan 2016
3mth
-2.7%
-2.2%
-2.6%
-1.9%
6mth
7.8%
5.9%
3.9%
4.0%
1yr
17.9%
17.5%
15.4%
15.7%
Since inception*
61.8%
41.4%
42.0%
48.0%
Data as on 30th April 2018
MOSt Multi Cap- Open Positions
Scrip Name
Zee Ent.
HDFC Bank
Ramco Cement
Yes Bank
Granules
HDFC Standard LiFe
Bajaj Auto
Havells
Nilkamal
Mahindra CIE
NMDC
Future Consumer
KEI
REPCOHOME
Cash
Total
Reco Date
30-Apr-16
29-Jul-16
03-Apr-17
07-Jun-17
28-Jun-17
17-Nov-17
24-Nov-17
06-Dec-17
12-Dec-17
10-Jan-18
23-Jan-18
13-Mar-18
28-Mar-18
04-Apr-18
Allocation
10%
10%
5%
10%
5%
5%
10%
5%
5%
5%
5%
5%
5%
5%
10%
100%
Reco Price
415
1247
686
321
127
327
3295
511
1781
252
149
53
380
595
CMP
600
1978
826
348
100
500
2920
549
1681
240
121
58
426
592
Gain (%)
45%
59%
20%
9%
-21%
53%
-11%
8%
-6%
-5%
-18%
9%
12%
-1%
6
Motilal Oswal Securities Ltd., Motilal Oswal Tower, Level 2, Sayani Road, Prabhadevi, Mumbai 400 025
 Motilal Oswal Financial Services
Siddhartha Khemka
Head - Retail Research
Chandan Taparia
Derivatives & Technical Analyst
Disclosures:
The following Disclosures are being made in compliance with the SEBI Research Analyst Regulations 2014 (herein after referred to as the Regulations).
Motilal Oswal Securities Ltd. (MOSL) is a SEBI Registered Research Analyst having registration no. INH000000412. MOSL, the Research Entity (RE) as defined in the Regulations, is engaged in the business of providing
Stock broking services, Investment Advisory Services, Depository participant services & distribution of various financial products. MOSL is a subsidiary company of Motilal Oswal Financial Service Ltd. (MOFSL).
MOFSL is a listed public company, the details in respect of which are available on www.motilaloswal.com. MOSL is registered with the Securities & Exchange Board of India (SEBI) and is a registered Trading Member
with National Stock Exchange of India Ltd. (NSE) and Bombay Stock Exchange Limited (BSE), Multi Commodity Exchange of India Limited (MCX) and National Commodity & Derivatives Exchange Limited (NCDEX)
for its stock broking activities & is Depository participant with Central Depository Services Limited (CDSL) & National Securities Depository Limited (NSDL) and is member of Association of Mutual Funds of India
(AMFI) for distribution of financial products and Insurance Regulatory & Development Authority of India (IRDA) as Corporate Agent for insurance products. Details of associate entities of Motilal Oswal Securities
Limited are available on the website at http://onlinereports.motilaloswal.com/Dormant/documents/Associate%20Details.pdf
MOSL, it's associates, Research Analyst or their relative may have any financial interest in the subject company. MOSL and/or its associates and/or Research Analyst may have beneficial ownership of 1% or more
securities in the subject company at the end of the month immediately preceding the date of publication of the Research Report. MOSL and its associate company(ies), their directors and Research Analyst and
their relatives may; (a) from time to time, have a long or short position in, act as principal in, and buy or sell the securities or derivatives thereof of companies mentioned herein. (b) be engaged in any other
transaction involving such securities and earn brokerage or other compensation or act as a market maker in the financial instruments of the company(ies) discussed herein or act as an advisor or lender/borrower
to such company(ies) or may have any other potential conflict of interests with respect to any recommendation and other related information and opinions.; however the same shall have no bearing whatsoever
on the specific recommendations made by the analyst(s), as the recommendations made by the analyst(s) are completely independent of the views of the associates of MOSL even though there might exist an
inherent conflict of interest in some of the stocks mentioned in the research report. Research Analyst may have served as director/officer, etc. in the subject company in the last 12 month period. MOSL and/
or its associates may have received any compensation from the subject company in the past 12 months.
In the last 12 months period ending on the last day of the month immediately preceding the date of publication of this research report, MOSL or any of its associates may have:
a) managed or co-managed public offering of securities from subject company of this research report,
b) received compensation for investment banking or merchant banking or brokerage services from subject company of this research report,
c) received compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company of this research report.
d) Subject Company may have been a client of MOSL or its associates during twelve months preceding the date of distribution of the research report.
MOSL and it's associates have not received any compensation or other benefits from the subject company or third party in connection with the research report. To enhance transparency, MOSL has incorporated
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The views expressed in this research report accurately reflect the personal views of the analyst(s) about the subject securities or issues, and no part of the compensation of the research analyst(s) was, is, or will
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Disclosure of Interest Statement
Analyst ownership of 1% or more securities
No
A graph of daily closing prices of securities is available at www.nseindia.com, www.bseindia.com. Research Analyst views on Subject Company may vary based on Fundamental research and Technical Research.
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not located in Hong Kong & are not conducting Research Analysis in Hong Kong.
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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,
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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
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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
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Registration details of group entities.: Motilal Oswal Securities Ltd. (MOSL): INZ000158836 (BSE/NSE/MCX/NCDEX); CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412 . AMFI: ARN
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