ГазКЗ-37Д
Yield per half year: -16.31%
Category: Корпоративные
Profitability chart
Yield to maturity chart compared to ОФЗ 26230
Yield to maturity
- Denomination: 1000 usd
- Price % of denomination: 86.65 %
- NKD: 2 usd
- Yield to maturity: 9.56%
- Coupon yield: 7.23%
- Profitability coupon from current price: 8.34%
- Current yield on coupons with reinvestment: 8.52%
- Coupon: 36.44 usd
- Coupon once of year: 1.98
Grade
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Quality: 5.33/10
BQ = (R(ROE) + R(NetDebt/Equity) + R(Earnings variability)) / 3 -
Liquidity index: 10/10
Li = (Lbasei - min(Lbase)) / (max(Lbase) - (min(Lbase))
Lbasei = (𝑉𝑖 / 𝑉)^2, where
Li - final value of the liquidity index
𝑉𝑖 - average daily trading volume for the i-th instrument for the previous 30 trading days
𝑉 - average daily trading volume for all instruments for the previous 30 trading days
Li = (1.5674077640735 - 0.89824558477329) / (1.1255141266991 - 0.89824558477329)
Credit rating
- Credit rating Акра: AAA(RU)
- Credit rating Эксперт: ruAAA
- Credit rating Fitch: BBB
- Credit rating Moody: Baa2
- Credit rating S&P: BBB
Altman index
In 1968, Professor Edward Altman proposed his now classic five-factor model for predicting the likelihood of enterprise bankruptcy. The formula for calculating the integral indicator is as follows:
Z = 1.2*X1 + 1.4*X2 + 3.3*X3 + 0.6*X4 + X5
X1 = Working capital/Assets, X2 = Retained earnings/Assets, X3 = Operating profit/Assets, X4 = Market value of shares/Liabilities, X5 = Revenue/Assets
If Z > 2.9 – zone of financial stability (“green” zone).
If 1.8 < Z <= 2.9 – zone of uncertainty (“gray” zone).
If Z <= 1.8 – financial risk zone (“red” zone).
Altman index, Z-Score = 1.2 * 0.09 + 1.4 * -0.02 + 3.3 * 0 + 0.6 * 3.1 + 0.3 = 2.2352
Evstropov index
Y = 0.25 - 14.64 * R1 - 1.08 * R2 - 130.08 * R3
where Y is the calculated coefficient; R1 - the ratio of profit before taxes and interest to total assets; R2 is the growth rate of sales revenue in the reporting year; R3 - absolute liquidity ratio (ratio of cash to current liabilities).
P = 1 / (1 + e-Y) - probability of opening a bankruptcy procedure
Evstropov index, Y = 0.25 - 14.64 * 0 - 1.0.8 * 0.18 - 130.08 * 0.24 = -31.2486
P = 1 / (1 + e31.2486) = 0%
Based on sources: porti.ru