Description
This is a presentation explaining about the bond valuation.

Bond Valuation
Corporate Finance

1

Learning Objectives
? Questions to be answered:
? ? ? ? ? ?

What is a bond? Who issues bonds? What are the key characteristics of bonds? How are bonds valued? What is the rate of return on a bond? What types of risk are bondholders exposed to?
2

Types of Bonds
? Treasury Bonds ? Corporate Bonds ? Municipal Bonds ? Foreign Bonds

3

Basic Terminology
? Bond ? Par Value ? Coupon Interest Payment ? Coupon Interest Rate ? Maturity Date ? Bond’s Market Rate of Interest, kd
4

Financial Asset Valuation
0
k Value CF1 CF2

1

2

n

...
CFn

PV =

?1 + k?

CF1

1

+

?1+ k?

CF2

2

+ ... +

?1 + k?

CFn

n

.

5

Required Rate of Return
? The discount rate (ki) is the opportunity cost of capital, i.e., the rate that could be earned on alternative investments of equal risk. ki = k* + IP + LP + MRP + DRP

6

Default Risk
? Risk that issuer will not make interest or principal payments.
? ?

?

Increases required rate of return Bond ratings provide one measure of default risk Defaulting on bonds may result in bankruptcy and/or reorganization

7

Value of Bond
0 10% V=? 100 100 1 2 10

...
100 + 1,000

VB ?

$100

?1 + k d ?

1

+ . . . +

$100

?1 + k d ?

10

+

$1,000

?1+ k d ?

10

= $90.91 + = $1,000.

. . . + $38.55 + $385.54

8

Annual Coupon Bonds

INT M VB ? ? ? t N ?1 ? kd ? 1 t ?1 ? ? k d ?

N

9

Semiannual Coupon Bonds
? Multiply years by 2 to get periods = 2n. ? Divide nominal rate by 2 to get periodic rate = kd/2. ? Divide annual INT by 2 to get PMT = INT/2.

INT / 2 M VB ? ? ? t 2N ?1 ? kd / 2? 1 t ?1 ? ? k d / 2?
10

2N

General Observations About Bond Values
? If coupon rate < kd, bond sells at a discount. ? If coupon rate > kd, bond sells at a premium. ? If coupon rate = kd, bond sells at its par value. ? If kd rises, price falls; if kd falls, price rises. ? At maturity, the value of a bond equals par.

11

Changes in Bond Values Over Time
? At maturity, the value of any bond must equal its par value. ? The value of a premium bond would decrease to $1,000. ? The value of a discount bond would increase to $1,000. ? A par bond stays at $1,000 if kd remains constant.
12

Time Path of Bond Value
Bond Value ($)
1,372 1,211

kd = 7%.

1,000

kd = 10%.

M

837
775
30 25 20 15 10

kd = 13%.

5

0

Years remaining to Maturity
13

Bond Yields
? Yield-to-Maturity (YTM) ? Effective Annual Return on Bond ? Yield-to-Call ? Current Yield

14

Yield-to-Maturity
? YTM is the rate of return earned on a bond held to maturity, also called “promised yield.” ? It is the discount rate that equates the present value of the interest and principal payments to the price of the bond.
?

?

Annualized YTM = 2 x six-month yield Effective YTM = (1 + six-month yield)2 - 1
15

Total Return or Yield on Bond
? The effective annual return on a bond is equal to its current yield and capital gains yield.
?

?
?

Current yield Capital gains yield YTM = Current yield + Capital gains yield

? Effective annual yield
?

(1 + semiannual return)2 -1
16

Yield-to-Call
? Call Provision
? ? ?

Callable bonds Call premium Refunding operation

? YTC is the average annual return an investor will receive if the bond is held until its expected call date.
17

Current Yield
? Annual interest payment/Current value of bond ? Provides information about cash income on bond. ? Does not provide accurate measure of total expected return on bond.

18

Interest Rate Risk
? Rising interest rates have an adverse effect on bond values. ? The longer the maturity of a bond, the greater the exposure to interest rate risk.

kd

1-year

Change 10-year Change

5% 10% 15%

$1,048 1,000 956 4.8%
4.4%

$1,386 1,000 749 38.6%
25.1%
19

Interest Rate Risk
Value
1,500 1,000 500

10-year 1-year

0 0%

5%

10%

15%

kd

20

Reinvestment Rate Risk
? The risk that CFs will have to be reinvested in the future at lower rates, reducing income. ? The shorter the maturity of the bond, the greater the risk of a decrease in interest rates.

21



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