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Corporate
Finance FIN 622
VU
Lesson
42
FOREIGN
EXCHANGE MARKET'S
OPTIONS
How
options work?
Exercising
the option
Calculating
gains on options
Currency
options
Hedging
with currency options
How
Options Work?
Options
are also used to reduce the
risk of unfavorable price movements in
stocks or share, or
any
commodity. In
other words, the investor is trying to
fix the price of the commodity or
stock by trading
now.
Therefore, the first objective of using
options is to eliminate the risk of adverse
price movement.
However,
there may be some gain on
this transaction with some
chances of loss as well.
In
order to understand how
option actually works, we
take up the following example
and see what factors
we
need to consider when we are going to
exercise the option:
An investor
buys 20 options on shares of
xyz ltd at a price of Rs 500
(per share). Each option
consists of
100
shares and premium paid is Rs.
5/- per share. What
will happen if, at the
expiry of option, the
share
price
is?
i) 516
or
ii)
490?
Looking
at the example, the investor is trying to
hedge the adverse price movement of
that particular stock
in
near future. He may not
have the funds right now and
expects to receive the same in
near future so he is
interest
in "arresting" the price now by
buying an option. However, this is going
to cost.
You
can see that there is Rs.
5/per share as option cost.
If the investor does not exercise the
option, he
must
bear this in mind that "this
cost" will represent the
loss. In options, the loss is
normally the amount
that
has been paid as option
cost.
Now
the question is "under what circumstances" the
investor will exercise the option.
The investor and the
option
seller have agreed over a
price of Rs 500/ per share
meaning that the investor will
buy the agreed
number of
shares from the option
seller for this per share
amount, regardless of what per share
cost actually
prevail
in the market on that date if
date is falling within the
terms of agreement.
Decision
Rule:
If on or before the
expiry date, the price of
share is greater than the agreed
rate of Rs. 500 per
share, then
the investor
will exercise it right to
buy stipulated number of shares from the
option seller.
Nevertheless,
the
cost factor should also be
considered by deducting the cost per
share from the prevalent price of
the
share
on the exercising date.
Calculations
of gain and loss:
Now if
the share price, per first
scenario, is Rs. 516, which
is significantly above the agreed price
of Rs. 500
per
share, the option should be exercised.
This is because at present this
particular stock is being traded
at
Rs.
516 per share whereas the
investor will get the same
for Rs. 500 per
share the agreed price.
This
results
in a gain of Rs. 16 per share
and the total gain would be
Rs 16 per share multiplied by
total number
of
shares. Remember this will be
gross gain and we need to
subtract the option cost of Rs 5
per share to
reach
at net gain.
Now
consider the other scenario. If the
market price of share in question is
Rs. 490 per share, the
question
will
be "is there any benefit in
exercising the option?"
No is the
answer. Why? Look the market
price of that stock now is
Rs. 490 per share
and that means
that
investor
can buy it cheap from the
market instead of buying
form the option seller for
Rs. 500 per share.
In
this situation, the
investor is not going to exercise it and
the cost paid as option fee
represents the loss to
the investor
and gain to the option
seller.
In
both the situations we can
easily sum up that loss of
one party is the gain of other party.
This is called
zero
sum game. Take the second
scenario the investor is confront with
the loss in terms of cost of
option.
The
total loss is the cost of
Rs. 5 per share multiplied
by total number of shares (Rs.
10,000), which is the
gain
of the option seller.
141
Corporate
Finance FIN 622
VU
Currency
Options:
Currency
option is a contract like equity options
that we have covered in previous
section. This is a
contract,
which confers right to the buyer to
buy or sell (but not
obligation) a fixed amount of
underlying
currency
at a fixed price (strike price) on a
fixed date (expiry).
Amount
of underlying currency is governed by the
contract size as determined in each
currency. A buyer of
a call
option has a right but
not the obligation to buy the
underlying currency. A buyer of a put
option has a
right
but not the obligation to
sell the underlying currency.
Premium is charged by option
writer from
option
holder.
Hedging
with Currency
Option:
To
construct a hedge with
currency option, one needs
to consider the following:
The
extent of exposure and the currency
involved future receipt
and payment to be determined.
Consider
the hedging tool a call or put
option will serve the
purpose.
Calculate
the most suitable strike price
out of several
available.
Option
will be only exercised if it is in the
money and buy or sell the
currency at the strike price.
Alternatively,
let the option lapse if it is
out of money. Progress
Interest
Rate Options:
An investment
tool whose payoff depends on
the future level of interest rates.
Interest rate options are
both
exchange
traded and over-the-counter
instruments.
An
interest rate option carries
a notional amount of principal, which
means that it is not the
actual amount
to be
taken out from a account. It
is used to calculate the terminal gain or
loss calculation. This aspect
of
interest
rate options is similar to FRAs
and short-term interest rate futures.
Such options are either over
the
counter or
exchange traded. We shall
discuss exchange-traded options
only.
If the
option is exercised, it is cash
settled. The strike rate for
the option is compared with an
agreed
benchmark
rate of interest. Benchmark
rate may be KIBOR. (Karachi
Inter Bank Offered
Rate)
For
example, a firm buys a borrowers'
option in February to borrow a
notional amount of Rs. 5 million
on
May 31
for three months at interest
rate of 5% per annum. A premium is
charged for the
option.
At the
expiry of three months, the benchmark
rate may be higher than the strike
rate of 5%. If so, the
borrower's
option is in the money and
will be exercised. However, the
option holder does not
receive a
three-month
loan at 5%. Instead, it will borrow the
money it needs at the prevailing
market rate. The
option
seller
must make a cash payment to
the option holder for the difference
between the benchmark and
strike
rate
at the expiry date.
And if
at expiry, the three-month benchmark
rate is lower than the strike
rate of 5% then the borrower's
option
is out of the money and the
option will not be
exercised. The company will
borrow the money it
needs
in the market at the prevailing
rate.
142
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