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Thursday, July 10, 2014

10 JULY 2014 TODAY BUDGET RELATEDSTOCKS

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NIFTY SUPPORT LVL 7540, RESISTENCE 7637 EITHER SIDE MKT WILL MOVE FAST 

BUY NIFTY ANY PANIC BETWEEN @7450-7480 u can buy future against put (after small rally u will take againest put (trade volumes)

NIFTY BUY CALL INITIATE3D NOW NIFTY 7480

Expectations from budget and beneficiary stocks:
Focus on Agricultural growth and irrigation:
Positive stocks are ADVANTA,JAIN IRIGATION,RALLIES,UPL 


2) Support to defense and FDI limit hike in defense.
Positive Stocks: BEML,L & T, PIPANAV ,BHARAT FORGE
 

3) Hike FDI in insurance.
Positive Stocks: ABIRLA NUVO ,BAJAJ FINANCE, MAX,
 

4) Fuel supply to power, encourage solar energy:
Positive Stocks: ADANI POWER,JSW ENERGY, NHPC, ORIENT GREEN ,TATA POWER


5) Textile subsidy.
Positive Stocks: ARVIND,CENTURY,VARDHMAN.
 

6) Infrastructure development:
Positive Stocks:ADANI POWER,GUJ PIPANAV, IRB, NCC, SREI INFRA


7) Gold import duty cut expectations:
Positive stocks GITANJALI,PCJ,TITAN
 

8) Tourism development:
Positive Stocks: COX & KINGS, TAJ GVK, THOMAS COOK


9) Excise duty cut in cement:
Stocks: ACC, AMBUJ ACEMENT,JK CEM, ULTRATECH 


10) Healthcare & Solid west management policy.
Positive Stocks:APOLLO HOSPITAL,HSIL, MAX, VATECH WABAG



11)Oil & Gas Reduction in Subsidy POSITIVE FOR
BPCL,ONGC,
 

Defense BEL, SOLAR ALSO POSITIVE
INFRA
L &T , ENGINEERS ALSO (THIS S ADDITIONALM
MORNING GIVEN SOME





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