top of page

Front-Run


Today's Market Influencer :


Today Movement - Neutral to Negative


US market Future Indices and Asia are slight positive. The oil prices are at $71/bbl(1.21%) OPEC+ met on Sunday and gave outcome of an official cut of 1-1.4million b/d on next JMMC meeting on Dec 5 and USDINR at 72.73( 0.10%) will open lower as dollar index gain.


We expect today to be a Neutral to Negative , Crude prices have jumped which should create the bottom and reverse for bigger upside. FED gave hawkish statement which might keep NIFTY in negative.


Important Day Close Level is 10472/10600


Stock of the Day :


Titan Co. Ltd. - Down Level 838/820 & Up Level - 867/880/890


Results have been below are expectations considering the steep valuations it is trading compared to past 5 yr Avg. PE.

Revenue grew by 1.9% QoQ & 29.59% YoY which was mainly contributed by growth in 32%YoY revenue growth in Jewellery segment and 18.5% YoY revenue growth in Watches segment. EBITDA margin reduced slightly to 11.2% from 12.2% QoQ & 13.6% YoY basis due to lower margin in Jewellery segment of 10.9% vs 13.56% YoY.

Interestingly there is pressure on the balance sheet when compared from March 2018 as Cash & Bank balance reduced from 612 cr to 460 cr and Short term borrowing has come to 50 cr from nil. The main reason which we see is that working capital is stretched through inventory & receivable days which have doubled.


POSITIONAL NIFTY LEVEL :


NIFTY LEVELS




ALERT : PREVIOUSLY NIFTY CLOSED BELOW 1WEEK ,1DAY AND ABOVE 2 MIN AND 30 MIN SUPPORT , WHICH INDICATES A SLIGHT REVERSAL. BUT WE BELIEVE CLOSE OF BELOW 10027 WILL BRING NEW LEVEL OF SHORT AND CAN EXTEND THE FALL. WE WOULD ADVISE TO INVEST 5-8% OF CASH LEVELS HERE IN ADVISED PORTFOLIO.


Note : These are derived from an Internal Indicator and any movement or close below/above Support/Resistance of one time period moves the Support/Resistance to next time period.


Example : if current market levels is below or above 2 min levels then immediate levels to keep watch are 30 Min levels.




Comments


bottom of page