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AAR Corp and CalAtlantic Group INc AAR Corp Bond Performance & Data maturity dat

ID: 2787382 • Letter: A

Question

AAR Corp and CalAtlantic Group INc

AAR Corp Bond Performance & Data maturity date amount credit quality price coupon % coupon type callable rule 144A yield to maturity 1/15/2022 325 114 7.25 fixed no no 4.79 2/1/2026 22.7 middle 98 1.75 fixed yes no 1.93 CalAtlantic Bond Performance laturty AmountCoupon Me ld to current Price n Amuai Coupon Current l Date klin Price |% Callable Maturity% ls ofed Macauay Name Standard Pac CopNew 8.375%15/152018| Standard Pac CorpNew 5.875% | 11/15/2024| nterest Pymnts YieldDuration Duration :1$8375510291 1000/100)*102.918375% * 1000 575|1029| 837510 2.8 $1029 | :8.14% $8375 0.5 0.4874 (100011001111.5|5875% * 1000:1558 7551 115 $58.75 | :527% 425| 111.5| 5.875|No 398 $1115 *Richard A. Howard (2017), MorningStar (2017)

Explanation / Answer

Under the following assumptions for given data the answer is as below:

Bond face value = 1000$

Case 1/15/2022

Market Price = (1000/100)*114 = 1140$, Coupon Rate = 7.25%,

Coupon Payment = Face value * Coupon rate (assuemed yearly rate) = 7.25%*1000 = $72.5

YTM = 4.79% & Duration = 2022 - 2017 = 5 yrs

If we evaluate the current price by discounting future cashflows of the bond and compare to the market price we can estimate which is better. For this we need to use the annuity formula. The formula is as below.

Bond Price = Coupon Payment * [ (1-(1/(1+i)^n)] / i + {M /((1+i)^n)]

here n is the duration, i is the YTM.

Case A = 72.5 * [ (1 - (1/((1+4.79%)^5))]/4.79% + [1000/ ((1+4.79%)^5)]

Solving we get Bond price = 1107.126 $

Case B 2/1/2026

Market Price = (1000/100)*98 = 980$, Coupon Rate = 1.75%,

Coupon Payment = Face value * Coupon rate (assuemed yearly rate) = 1.75%*1000 = $17.5

YTM = 1.93% & Duration = 2026 - 2017 = 9 yrs

Case B = 17.5 * [ (1 - (1/((1+1.93%)^9))]/1.93% + [1000/ ((1+1.93%)^9)]

Solving we get bond price as 985.2588 $

Now comparing both the prices bond of case B is trading at a discount of 5.2588$ and bond of case A is at permium of 32.8$.

Also Bond in case b is callable. Hence bond with a mauturty date of 2/1/2026 is better to invest.