Monday, July 5, 2010

Two positional short ideas

1. INFOSYSTCH

Short entry point: 2740-2750
Hedge with 2800CA: @44-46
Profits only below 2700
Hedge is expensive :( but one can evaluate risk reward ratio and if convinced about downfall - go for it. After all in trading you can't just hope to be lucky all the time.

Here's my analysis:
Triple top with lower RSI each subsequent visit to 52-wk high; Too much media hype about IT
being the "defensive play"; The truth might lie in statements made by Ratan Tata yesterday
about TCS margins under pressure. Again looks like lots of longs were "let to expire" in June
and OI has increased 40% for a fall of abount 90 points. Looks conviction short to me.
Eventually it might get to 2400/2200 or below if Nifty tanks badly




2. ITC

Short Entry point: 304-305
Hedge with 320CA @1.95-2.25 range
Decent protection till 320
Profits below 300

Here is my analysis:
RSI losing strength; Hit top of channel; OI has lightened by 33% from its peak in June to first
day of July series. Pattern of OI reduction looked like long unwinding? Couple of days back
there was a 10 point jump with 9% OI increase. Is that the last ditch effort by bulls?



Chart:



PS: One has to be cautious in these shorts because we are attacking the "defensive plays". But
what the heck - I have hedges for both. Let me see what happens.

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