Thursday, January 19, 2012

CapitaMalls 3.8% 12/01/2017 - I was wrong

I have predicted that it will trade at $1.05 but I was wrong. Currently, it is trading at $1.01 with a yield of 3.56%.

I wonder what went wrong... Could it be that the current price of other bonds include upcoming interest? I have tried to work on the model but it does not really work. I am puzzled myself.

This is a learning experience for me and I will be re-working on my analysis on bonds. Maybe it is too early to tell or maybe it is because of the optimism of the macroeconomics recently.

No comments:

Post a Comment