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Valuation of exchangable convertible bonds

Valuation of exchangable convertible bonds
Valuation of exchangable convertible bonds
This paper provides a structural valuation model for exchangeable convertible bonds, since such bonds are widespread by now. The model is solved through the Hopscotch finite difference method. As the issuer owns the underlying shares, exchangeable convertibles may be called and the exchange option may be exercised even as the issuer experiences financial distress. The value of exchangeable convertibles always decreases in the volatility of the issuer's assets (unlike the value of ordinary convertibles) and decreases in the correlation between the underlying shares and the issuer's assets. The analysis confirms that the dominant motive for issuing exchangeable convertibles is likely to be to dispose of the underlying shares.
bond valuation, structural model, default risk, exchangeable convertible, hopscotch finite difference method
0219-0249
701-721
Realdon, Marco
58f44d41-6646-4ac9-b867-e9c00d29a996
Realdon, Marco
58f44d41-6646-4ac9-b867-e9c00d29a996

Realdon, Marco (2004) Valuation of exchangable convertible bonds. International Journal of Theoretical and Applied Finance, 7 (6), 701-721. (doi:10.1142/S0219024904002657).

Record type: Article

Abstract

This paper provides a structural valuation model for exchangeable convertible bonds, since such bonds are widespread by now. The model is solved through the Hopscotch finite difference method. As the issuer owns the underlying shares, exchangeable convertibles may be called and the exchange option may be exercised even as the issuer experiences financial distress. The value of exchangeable convertibles always decreases in the volatility of the issuer's assets (unlike the value of ordinary convertibles) and decreases in the correlation between the underlying shares and the issuer's assets. The analysis confirms that the dominant motive for issuing exchangeable convertibles is likely to be to dispose of the underlying shares.

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More information

Published date: 2004
Keywords: bond valuation, structural model, default risk, exchangeable convertible, hopscotch finite difference method

Identifiers

Local EPrints ID: 45629
URI: http://eprints.soton.ac.uk/id/eprint/45629
ISSN: 0219-0249
PURE UUID: af91f3ed-361c-491a-adc0-40c1d97dc757

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Date deposited: 18 Apr 2007
Last modified: 15 Mar 2024 09:11

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Author: Marco Realdon

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