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Front-Run


Today's Market Influencer :


Today Movement - Neutral to Negative


US market Future Indices and Asia are negative. The oil prices are at $69.47/bbl(-.88%) this is due to overnight tweet by USA president relating to OPEC cut and mentioning that Hopefully they won't do it but we believe this will not change OPEC+ view and USDINR at 72.92( -0.03%) will open lower as dollar index gain as import tariff warnings restarted.


We expect today to be a Neutral to Negative , Crude prices have reduced which should which for today might give some upside but taking into trade issue restarted and results being lower there will be re-rating of NIFTY.


Important Day Close Level is 10472/10600


Stock of the Day :


Britannia Industries Ltd. - Down Level 5656/5585 & Up Level - 5850/5960

Results are inline with estimates and positive is that it is able to have sustained double digit volume growth given the new launches and increase advertising cost. 

The positive was 11% revenue growth QoQ . This was due to new capacity coming on tread and new launches which would sustain for further quarters also. Working capitals day though increase due to increase in inventory days from 24 to 27.

But given the trading at 30% premium compared to last 5 yr Avg PE of 27x. We recommend as a hold with no new investments. 

For Intraday we give it a sell.



POSITIONAL NIFTY LEVEL :


NIFTY LEVELS






ALERT : PREVIOUSLY NIFTY CLOSED BELOW 1WEEK ,1DAY ,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.




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