market volatility: 2 top stock recommendations from Shivangi Sarda

“Looking at the rollovers, they are a little light as compared to the previous month. But of course, even the three-month average, there is some sort of respite in terms that FIIs have started buying,” says Shivangi Sarda, Motilal Oswal Financial Services

It is a day of monthly expiry. Maybe volatility is going to get exaggerated on account of that. But what is the sense? Are we done with the bulk of the correction? Or it is still going to be very-very range-bound?
Shivangi Sarda: So, we have seen that there has been a lot of swings and market volatility. Of course, monthly expiry cannot be ruled out. The factors still indicate that there is going to be some sort of a mixed cues for the rest of the day and we are looking at 24,000 as a crucial make-or-break zone here. We have seen that it has taken some sort of a respite there and this will be important to watch out for. But definitely, there are hurdles standing at 24,500. A lot of call writers are still not ready to shed their positions there. So, quite a range-bound move. And there will be swings within it. So, we will have to play out accordingly. Of course, talking about Bank Nifty, there has been a similar chain of actions here as well, but then this index is holding stronger than the broader market and we have seen 52,000 is what it is holding on to, so that will be an important support to watch out for with a hurdle at 52,750, which it could not hold even in the morning gain. So, this will be important to watch out. Of course, we have the Nifty expiry today, so focus will be there.

Do you expect that there could be some recovery at least in the next expiry? How are you reading into that? How are the rollovers looking like currently?
Shivangi Sarda: Looking at the rollovers, they are a little light as compared to the previous month. But of course, even the three-month average, there is some sort of respite in terms that FIIs have started buying.

The put-call ratio has improved. Volatility has come down. So, people are starting to buy. Buying at the support levels is intact, but somewhere the follow-up action is missing.Even from the last four trading sessions, we have not been able to surpass 24,500 and we have not been able to
surpass our 50 daily exponential moving average for that matter. So, over and above, there is going to be some sort of hurdles as we move ahead, but major pain point is not what we are looking at in the index, so good time to buy and accumulate.
What are your stock recommendations?
Shivangi Sarda: So, from the top picks, first on radar is CUB. We have seen that this stock is all set to come out of its previous hurdle of 180-182 zone and we have been seeing a good amount of open interest addition here in this stock recently after the short covering move, so definitely there is some interesting activity happening here.

RSI is showing positive divergence. And overall, stock looks quite promising. Now, we have seen that Bank Nifty has been moving in a stable manner, but of course, the smaller names are now showing strength, so look out for this one for a target of 190 with a support of 175.

Now, the second pick on my radar is BEL. We have seen that defence space and related counters are in action. BEL has come out of its consolidation of the last 16 weeks and comfortably surpassed its previous hurdle of 305 levels and we have seen that a good amount of longs are being added over here from the last four trading sessions.

So, this is one on radar. Interestingly, we have seen that IVs have started to cool down here, so definitely bulls are becoming comfortable in this stock. Seasonality-wise, this sector tends to favour this sector. So, we are looking at 320 as the next targets for BEL with a stop of 300.

How is Exide Industries looking like on charts? Last couple of days, we have seen some strong volume action on this counter. It has also moved just about its 200 DMA today.
Shivangi Sarda: So, talking about the entire auto and auto-related packs for that matter, we are little underperforming, looking at it as an underperforming sector for the next quarter at least. But again, we have seen that Exide is bottoming out. There is some sort of a base creation at 415 levels, so that is a positive for this stock. What we are looking for Exide is definitely on the upside 470 odd levels, but it will take a little bit of time because there is no tailwind from the sector.

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