What is Bond analysis and Bond valuation?

A bond is a security that is issued in connection with a borrowing arrangement. The borrower issues (i.e., sells) a bond to the lender for some amount of cash; the bond is in essence the “IOU” of the borrower. The arrangement obligates the issuer to make specified payments to the bondholder on specified dates. A typical coupon bond obligates the issuer to make semiannual payments of interest, called coupon payments, to the bondholder for the life of the bond. 

Face Value: face value, par value, the payment to the bondholder at the maturity of the bond. 

Coupon Rate: The Coupon rate is a bond’s annual interest payment per dollar of par value. 

To illustrate, a bond with a par value of $1,000 and a coupon rate of 8% might be sold to a buyer for $1,000. The issuer then pays the bondholder 8% of $1,000, or $80 per year, for the stated life of the bond, say, 30 years. The $80 payment typically comes in two semiannual installments of $40 each. At the end of the 30-year life of the bond, the issuer also pays the $1,000 par value to the bondholder. 

  Zero-coupon Bond: A bond paying no coupons that sells at a discount and provides only a payment of par value at maturity. 

   Callable Bonds:  A bond that may be repurchased by the issuer at a specified call price during the call period. 

   Convertible Bonds: A bond with an option allowing the bondholder to exchange the bond for a specified number of shares of common stock in the firm. 

   Put Bond: A bond that the holder may choose either to exchange for par value at some date or to extend for a given number of years. 

   Floating-rate Bonds: A bond with coupon rates periodically reset according to a specified market rate. 

   Inflation Adjusted – Treasury Bond: A bond whose coupon rate changes with inflation. 

    Deferred Coupon Bonds: Carry Coupons, but initial coupon payment is deferred for some period. 

    Investment Grade Bond: A bond rated BBB and above by Standard & Poor’s, or Baa and above by Moody’s.

    Junk Bond: A bond rated BB or lower by Standard & Poor’s, or Ba or lower by Moody’s, or an unrated bond. 

The nominal risk-free interest rate equals the sum of (1) a real risk-free rate of return and (2) a premium above the real rate to compensate for expected inflation. In addition, because most bonds are not riskless, the discount rate will embody an additional premium that reflects bond-specific characteristics such as default risk, liquidity risk, maturity risk, tax attributes, call risk, and so on 

 

•             Premium bonds: price > par value, Yield Time Maturity < coupon rate 

•             Discount bonds: price < par value, Yield Time Maturity > coupon rate 

•             Par bonds: price = par value, Yield Time Maturity = coupon rate 

Risks of Investing in Bond: 

Interest Rate Risk: Uncertainty about bond prices due to changes in market interest rates. 

Call Risk: The Risk that a bond will be called (redeemed) prior to maturity under the terms of the call provision,  and that funds must then be reinvested at the then-current (lower) yield. 

Prepayment Risk: The uncertainty of the amount of bond principal that will be repaid prior to maturity.  

Yield Curve Risk: The risk that changes in the shape of the yield curve will reduce bond values. 

Credit Risk: Include the risk of default, the risk of a decrease in bond value due to a rating downgrade, and the risk that the credit spread for a particular rating will increase. 

Liquidity Risk: The risk that an immediate sale will result in a price below fair value (the prevailing market price). 

Exchange rate Risk: the risk that the domestic currency value of bond payments in a foreign currency will decrease due to exchange rate changes. 

Inflation risk: the risk that inflation will be higher than expected, eroding the purchasing power of the cash flow from a fixed income security. 

Event Risk: The risk of decreases in a security’s value from disasters, corporate restructurings, or regulatory changes that negatively affect the firm. 

 

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