Capital Market : European Stock Options Vs Physical Settlement of American Stock Options

 

Alex K. Mathews, Research Head

 

The latest development to attract investor participation in the options segment- NSE has decided to start European style stock options trading from early January 2011.  To counter this move from NSE, Bombay Stock Exchange decided to start physical settlement against the current practice of cash settlement.

 

The NSE decision will attract a lot of investors in the stock options segment, which currently lacks liquidity.  Only few stocks were actively being traded in the stock options segment because of high risk associated with option writers.  In the American style stock option, the buyer of the option has the right to exercise his purchased option position if there is no buyer with intrinsic value.  For example Infosys spot price is Rs.2950, and the 2900 strike premium should be anywhere around Rs. 50.  If the 2900 strike price call option premium is lesser than its intrinsic value of Rs. 50, the call option buyer can exercise his option and thereby he can get Rs.50.  Here the problem arises with the writer, because the option buyer’s assignment will be known to the writer only on the next day.  The next day the price of the stock can open with a gap down or gap up making life tougher for him.

In the case of European options it can trade below intrinsic value, because it can be exercised only on the last trading day of the contract expiry.  This technical edge will give a lot of freedom to the writer of the European stock options like Index options.  This will create enormous liquidity in the options segment.  Here the writer of the European option gets time till expiration, and he can easily mitigate his options risk the way he wants to.

 

Now we will look at how BSE is going forward with its new initiative of physical settlements against cash settlement.  Physical settlement reduces part of the uncertainty of American stock options.  An early assignment can be settled by stock delivery.  For example let us assume that Reliance Industries Rs.1000 strike price call option is trading at Rs. 15 while the stock is trading at Rs. 1025.  The call option holder, if he exercises his call option, can get Reliance Industries stock at Rs. 1025 due to low intrinsic value.  Here the risk of the writer is low provided he holds the particular stock in his portfolio.  In the same way the writer of the American put option has to have sufficient cash in his portfolio, because if the buyer of the put option exercises his right the writer has the obligation to take delivery by paying the strike price. 

 

The new products will give a lot of freedom to investors who will now have various options to trade in the option segment.