Friday, March 14, 2014
Market Overview
Oilseeds markets shown divergent trend.
Soybean futures recovered on bargain hunting
and tightness in physical market. Delivary period
is going on and front month March contract is
traded in premium and further tightness is
expected. Seed quality beans are in extreme
scare supply. Bias is mild positive. RM seed
edged
lower
as
arrivals
increased.
If
temperature rises above 35 degree and stay
above 30, arrivals may rise. Crop damage story
is now losing momentum subject to no further
hailstorms. Soy oil ruled choppy and random.
Castor market lost early gains and closed lower
as arrivals increased.
Turmeric futures extended loses due to inferior
quality turmeric arrivals pressure in Nizam and
erode. Moisture is high. Sangli based punters are
bearish. Coriander market also ruled weak as
arrivals increased in Saurasthra and hedgers and
dhania mills are active sellers. Masala makers’
bulk users are waiting for better bargain. Jeera
market recovered on short covering. Hedgers
are also front running the market to set up
Imperfect hedge of remat to demat.
Kapas futures extended losses on persistent
selling. Arrivals are likely to increase in short
staple V 797, the basis variety of Kapas futures
which had prompted hedge selling by ginners
and
arbitragers.
Well
supplied
market.
Cottonseed market also looks wobbly.
Chana futures tanked as arrivals soared in many
centers and speculative length curtailed by Prop
desk and retail punters. Chana arrivals soared in
Akola, Rajkot, Bikaner and various mandies in
Indore. Overall it’s a hedge story and we expect
chana market to offer 3% plus cash-carry badla
in remat-demat mode. Guar market posted
smart gains. Arrivals may decrease due to
coming holi festival in Rajasthan and North
Gujarat.
Commodity
Chana
Turmeric
Jeera
Soyabean
Soyoil
R M Seed
CPO
Sugar
Wheat
Mentha Oil
Castor Seed
Potato
Exchange
NCDEX
NCDEX
NCDEX
NCDEX
NCDEX
NCDEX
MCX
NCDEX
NCDEX
MCX
NCDEX
MCX
Expiry
Apr
Apr
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Price
3281
6798
10595
4262.5
730
3487
594.2
2990
1685
836
4255
1182.1
%
Change
-0.46%
-1.79%
-0.28%
1.39%
0.07%
-0.46%
-0.80%
1.67%
0.60%
-4.30%
-0.16%
0.26%
Chart of the Day: Chana
As shown, NCDEX Chana after making a short term
high near Rs. 3416, reversed sharply and is trading
close to Rs.3280 level. Even though the trend is still
up, correction could take the prices towards next
major support at 3235 level. For the day, selling near
3330 is advisable for the target of 3235 level
1
Please refer to disclaimer at the end of the report.

Level Playing Sheet
Commodity
Exchange
NCDEX
NCDEX
NCDEX
NCDEX
NCDEX
NCDEX
MCX
NCDEX
NCDEX
MCX
NCDEX
MCX
NCDEX
Expiry
Mar
Apr
Apr
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Mar
Close
10595
6798
3281
4263
730
3487
594
2990
1685
836
4255
1182
9521
S2
10498
6638
3236
4145
724.7
3457
587.5
2907
1663
818
4210
1172.2
9380.3
S1
10547
6718
3259
4204
727.3
3472
590.8
2948
1674
827
4232
1177.1
9450.7
Pivot
10608
6810
3294
4237
730.7
3496
596.8
2987
1681
837
4263
1181.1
9503.3
R1
10657
6890
3317
4296
733.3
3511
600.1
3028
1692
847
4285
1186.0
9573.7
R2
10718
6982
3352
4329
736.7
3535
606.1
3067
1699
857
4316
1190.0
9626.3
Trend
Flat
Bearish
Bearish
Bullish
Bearish
Bearish
Bearish
Bullish
Bullish
Bearish
Bearish
Bullish
Bearish
Conviction
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
High
Moderate
Moderate
Moderate
Moderate
Intraday Range
10523 - 10633
6678 - 6850
3248 - 3306
4220 - 4312
729 - 735
3465 - 3504
589 - 598
2968 - 3048
1678 - 1696
822 - 842
4221 - 4274
1179 - 1188
9416 - 9539
Jeera
Turmeric
Chana
Soybean
Soyoil
R M Seed
CPO
Sugar
Wheat
Mentha Oil
Castor Seed
Potato
Coriander
For any details contact:
Commodities Advisory Desk - +91 22 3958 3600
commoditiesresearch@motilaloswal.com
Disclaimer:
This report is for the personal information of the authorized recipient and does not construe to be any investment, legal or taxation advice to you. Motilal Oswal
Commodities Broker Private Limited (hereinafter referred as MOCBPL) is not soliciting any action based upon it. This report is not for public distribution and has
been furnished to you solely for your information and should not be reproduced or redistributed to any other person in any form.
The report is based upon information from publicly available data or other sources believed to be reliable, but we do not represent that it is accurate or
complete, and it should not be relied upon such. MOCBPL or any of its affiliates or employees shall not be in any way responsible for any loss or damage that
may arise to any person from any inadvertent error in the information contained in this report.
MOCBPL or any of its affiliates or employees do not provide, at any time, any express or implied warranty of any kind, regarding any matter pertaining to this
report, including without limitation the implied warranties of merchantability, fitness for a particular purpose, and no infringement.
The recipients of this report should rely on their own investigations. MOCBPL and/or its Group Companies, their Directors, affiliates and/or employees may
have interests/ positions, financial or otherwise in the Securities/Commodities and other investment products mentioned in this report.
This information is subject to change without any prior notice. MOCBPL reserves the right to make modifications and alternations to this statement as may be
required from time to time.
2