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Strategies For Using Options

Strategies For Using Options
Different strategies of options may be adopted depending on the anticipations of the market as regards the evolution of exchange rates and volatility.
ANTICIPATION OF APPRECIATIONS OF UNDERLYING    CURRENCY
Buying of a call Option may result into a net gain if market rate is more than the strike price plus the premium paid. Equa­tion gives the profit of the buyer of the call Option. Call option will be exercised only if the exercise price is lower than spot price.


                                           Profit = St - X - c            for St > X     }
                                                     = - c                      for St < X     }                 
Where  
St  = spot rate
X   = strike price
c    = premium paid

            The profit profile will be exactly opposite for the seller (writer) of a call Option. Graphically, Figure presents the profits of a call Option. Examples call Option strategy.

Example: Strategy with call Option.
X = $ 0.68/DM
 c = 2.00 cents/DM
            On expiry date of Option (assuming European type), the gain or loss will depend on the then Spot rates (St) as shown in the Table:

TABLE Spot Rate and Financial Impact of Call Option

            St
Gain (+)/Loss (-)for                                           The buyer of call option

$ 0.6000
- $ 0.02
$ 0.6200
-$0.02
$ 0.6400
- $ 0.02
$ 0.6500
- $ 0.02
$ 0.6600
- $ 0.02
$ 0.6700
-$0.02
$ 0.6800
-$0.02
$ 0.6900
-$0.01
$ 0.7000
$0.00
$0.7100
+ $0.01
$0.7200
+ $ 0.02
$ 0.7400
+ $ 0.04
$ 0.7600
+ $ 0.06



o   For St < $ 0.68/DM, the Option is allowed to lapse. Since DM can be bought at a lower price than X, the loss is lim­ited to the premium paid, i.e. $ 0.02.
o   At St > 0.68, the Option will be exercised.
o   Between 0.68 < St < 0.70, a part of loss is recouped.
o   At St > 0.70, net profit is realized.

Reverse profit profile is obtained for the writer of call Option.

ANTICIPATION OF DEPRECIATION OF UNDERLYING       CURRENCY
Buying of a put Option anticipates a decline in the underlying currency.     The profit profile of a buyer of put Option is given by the equation. A put Option will be exercised only if the exercise price is higher than spot rate.
Profit = X - St - p          for X > St }
            = - p                  for X < St }                             
Here p represents-the premium paid for put Options.
The opposite is the profit profile for the seller of a put Option. Graphically Figure presents the profits of a put Option. Example illustrates a put Option strategy.

               
Example: Strategy with put Option.
Spot rate at the time of buying put Option: $ 1.7000/E
X= $ 1.7150/E
p = $ 0.06/E
The gain/loss for the buyer of put Option on expiry are given in Table
o   For St > 1.7150, the Option will not be exercised since Pound sterling has higher price in the market. There will be net loss of $ 0.06.
o   For 1.6550 < St < 1.7150, Option will be exercised, but there will be net loss.
o   For St < 1.6550, the Option will be exercised and there will be net gain.

TABLE Spot Rate and Financial Impact of Put Option

St
Gain(+)/loss (-)
1.6050
+0.050
1.6150
+0.040
1.6250
+0.030
1.6350
+0.020
1.6450
+0.010
1.6500
+0.005
1.6550
+0.000
1.6600
-0.005
1.6650
-0.010
1.6750
-0.020
1.6850
-0.030
1.6950
-0.040
1.7050
-0.050
1.7150
-0.060
1.7250
-0.060
1.7350
-0.060
The reverse will be the profit profile of the seller of put Option.
STRADDLE
A straddle strategy involves a combination of a call and a put Option. Buying a straddle means buying a call and a put Option simultaneously for the same strike price and same maturity. The premium paid is the sum of the premia paid for each of them. The profit profile for the buyer of a straddle is given by equation:
Profit = X - St - (c + p)        for X > St                       (a)
                    
Profit = St, - X - (c + p)        for St > X                      (b)

            It is to be noted that the equation a is the combination of use of put Option (X - St - p) and non-use of call Option (- c) whereas the equation b is the combination of use of call Option (St - X - c) and non-use of put Option (- p). In other words, while equation a shows the use of put Option, equa­tion b relates to the use of call Option. Figures show graphically .the profit files of a straddle.

The straddle strategy is adopted when a buyer is anticipat­ing significant fluctuations of a currency, but does not know the direction of fluctuations. On the contrary, the seller of straddle does not expect the currency to vary too much and hopes to be able to keep his premium. He anticipates a diminishing volatility. He makes profits only if the currency rate is between X1 (X - c - p) and X2 (X + c + p). His profit is maximum if the spot rate is equal to the exercise price. In that case, he gains the entire premium amount. The gains for the buyer of a strad­dle are unlimited while losses are limited.

SPREAD

Spread refers to the simultaneous buying of an Option and selling of another in respect of the same underlying currency. Spreads are often used by traders in banks.

A spread is said to be vertical spread or price spread if it is composed of buying and selling of an Option of the same type with the same maturity with different strike prices. Spreads are called vertical simply because in newspapers, quotations of Options for different strike prices are indicated one above the other. They combine the anticipations on the rates and the volatility. On the other hand, horizontal spread combines simul­taneous buying and selling of Options of different maturities with the same strike price.

When a call option is bought with a lower strike price and another call is sold with a higher strike price, the maximum loss in this combination is equal to the difference between the premium earned on selling one option and the premium paid on buying another. This combination is known as bullish call spread. The opposite of this is a bearish call.

The other combination is to sell a put Option with a higher strike price of X2 and to buy another put Option with a lower strike price of X1 Maximum gain is the difference between the premium obtained for selling and the premium paid for buying. This combination is called bullish put spread while the oppo­site is bearish put. Figures show the profit profile of bullish spreads using call and put Options respectively. The strategies of spread are used for limited gain and limited loss.        

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