CHAPTER 3 Securities Markets McGraw-Hill/Irwin © 2008 The McGraw-Hill Companies, Inc., All Rights Reserved. 3.1 HOW FIRMS ISSUE SECURITIES 3-2 Primary Versus Secondary Markets PRIMARY MARKET SECONDARY MARKET -firstly issued securities are traded -existing securites are traded - Issuers raise new capital - Issuers do not raise new capital 3-3 IPOs Initial Public Offerings (IPOs): Selling stock to the public for the first time. Stocks are issued by a formerly privately owned company (Investment Banking) 3-4 IPOs 1. Go to the brokerage firm 2. Investigation 3. Visit the company 4. Prepare proposal and suggest a price band. 5. Issue prospectus on financial times or other newspapers. 3-5 How Securities Are Issued Investment Banking: Public offerings of both stocks and bonds are marketed by investment bankers. Primary market activities can be divided into two as best effort selling and underwriting activities. Best Effort Selling: Investment banking firm does not buy the entire issue from the issuer but agrees to use its expertise to sell the securities. 3-6 IPOs Underwriting: Underwriters purchase the securities from the issuer and promises to sell them at a specified price during the determined period. – Stand-by Underwriting – Firm Commitment (Bought Deal) Underwriting discount (fee) Underwriting Syndicate 3-7 Figure 3.1 Relationship Among a Firm Issuing Securities, the Underwriters and the Public 3-8 Figure 3.2 A Tombstone Advertisement 3-9 Private Placements Private placement: Primary offerings in which shares are sold directly to a small group of institutional or wealthy investors. Dominated by institutions Very active market for debt securities Not active for stock offerings 3-10 Figure 3.3 Average Initial Returns for IPOs in Various Countries 3-11 Figure 3.4 Long-term Relative Performance of Initial Public Offerings 3-12 3.2 HOW SECURITIES ARE TRADED 3-13 Types of Secondary Markets Direct search: The least orginized market. Buyers and sellers must seek each other out directly. Brokered: In markets where trading in a good is active, brokers find it profitable to effer search services to buyers and sellers (real estate market) Dealer: Markets in which traders specializing in particukar assets buy and sell for their own accounts (Over the Counter-OTC Market). Auction: Market where all traders meet at one place to buy and sell an asset (NYSE) 3-14 Types of Orders Marke orders: buy and sell orders that are to be executed immediately at current market prices. – Bid Price – Ask Price – Bid-Ask Spread Price-contingent orders – Limit buy (sell) order: An order specifiying a price at which they are willing to buy or sell. – Stop orders: Trade is not to be executed unless stock hits a price limit. – For stop-loss orders, the stock is to be sold if its price falls below a specified level. – For stop-buy orders, a stock should be bought when its price rises above a limit. 3-15 Figure 3.5 Limit Order Book for Intel on Archipelago 3-16 Figure 3.6 Price-Contingent Orders 3-17 Trading Mechanisms Dealer markets (OTC market): An informal network of brokers and dealers who negotiate sales of scurities. Electronic communication networks (ECNs): Computer networks that allow direct trading without the need for market makers. Specialists markets: A trader who makes a market in the shares of one or more firms and who maintains a fair and orderly market” by dealing personaly in the market. 3-18 3.3 U.S. SECURITIES MARKETS 3-19 Nasdaq Nasdaq stock market: The computerlinked priced quotation system for the OTC market. 3-20 New York Stock Exchange Stock exchanges: Secondary markets where already-issued securities are bought and sold by members. NYSE: – Largest exchange in the U.S. – Automated for small orders – Floor brokers for large orders – Specialists 3-21 New York Stock Exchange Now a publicly held company Block sales: Large transactions in which at least 10,000 shares of stock are bought and sold. SuperDot: Electronic ordering system Bond Trading – 2006 NYSE obtained approval to expand bond trading – However, the vast majority of bond trading occurs in the OTC market among bond dealers. 3-22 Other Exchanges and Trading Systems American Stock Exchange (AMEX) Regionals Electronic Communication Networks (ECNs) National Market System 3-23 3.4 MARKET STRUCTURE IN OTHER COUNTRIES 3-24 Other Countries London - predominately electronic trading Euronext – market formed by combination of the Paris, Amsterdam and Brussels exchanges Tokyo Stock Exchange 3-25 Figure 3.7 Market Capitalization of Listed Firms, 2005 3-26 3.5 TRADING COSTS 3-27 Trading Costs Commission: fee paid to broker for making the transaction Spread: cost of trading with dealer – Bid: price dealer will buy from you – Ask: price dealer will sell to you – Spread: ask - bid Combination: on some trades both are paid 3-28 3.6 BUYING ON MARGIN 3-29 Buying on Margin is the use of credit to purchase securities You can borrow up to 50% of the stock value. marginable securities by using your own assets as collateral. (Initial Margin) Benefits; – Increase the purchaing power of the investors. Risks associated with margin borrowing; – The value of the securities you deposited or purchased on margin may decrease. – If the equity in your account falls below the min maintenance level (maintanence margin), a margin call will exist. – If the margin call occurs, you will be required to increase the equity up to the min. maintenance levels by immediately deposited additional funds or marginable securities. 3-30 Margin Trading - Initial Conditions X Corp $70 50% Initial Margin 40% Maintenance Margin 1000 Shares Purchased Initial Balance Sheet Position: Stock $70,000 Borrowed $35,000 Equity 35,000 3-31 Margin Trading - Maintenance Margin Stock price falls to $60 per share New Balance Sheet Position: Stock $60,000 Borrowed $35,000 Equity 25,000 Margin% = $25,000/$60,000 = 41.67% 3-32 Margin Trading - Margin Call How far can the stock price fall before a margin call? Since 1000P - Amt Borrowed = Equity then: (1000P - $35,000) / 1000P = 40% P = $58.33 3-33 3.7 SHORT SALES 3-34 Short Sales Sale of the borrowed securities that are not owned . It is required from the customers to deposit at least 50% of the deal for short-selling in cash or in securities. Purpose: to profit from a decline in the price of a stock or security Mechanics Borrow stock through a dealer Sell it and deposit proceeds and margin in an account Closing out the position: buy the stock and return to the party from which is was borrowed 3-35 Short Sale - Initial Conditions Z Corp 50% 30% $100 100 Shares Initial Margin Maintenance Margin Initial Price Sale Proceeds $10,000 Margin & Equity 5,000 Stock Owed 10,000 3-36 Short Sale - Maintenance Margin Stock Price Rises to $110 Sale Proceeds $10,000 Initial Margin 5,000 Stock Owed 11,000 Net Equity 4,000 Margin % (4000/11000) 36% 3-37 Short Sale - Margin Call How much can the stock price rise before a margin call? Since Initial margin plus sale proceeds = $15,000, then: ($15,000 - 100P) / (100P) = 30% P = $115.38 3-38 3.8 REGULATION OF SECURITIES MARKETS 3-39 Self-Regulation National Association of Securities Dealers (NASD) – Oversees participants in the Nasdaq market NYSE has its own regulatory arm 3-40