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| Section | Weight | Objectives |
|---|
| Financial Risks | 20% | - Risk management techniques
- 1. Hedging strategies
- 2. Derivatives: futures, forwards, swaps, options
- Types of financial risk
- 1. Interest rate risk
- 2. Foreign exchange risk
- 3. Credit and liquidity risk
- Risk measurement and assessment
- 1. Value-at-Risk, sensitivity analysis
- Risk reporting and governance
|
| Sources of Long-term Funds | 25% | - Dividend policy and distribution strategies - Debt finance
- 1. Bonds, loans, convertible instruments
- 2. Leasing and sale-and-leaseback
- Capital structure theories and WACC
- 1. Cost of capital calculation
- 2. Modigliani-Miller propositions
- Equity finance
- 1. Flotation and listing methods
- 2. Ordinary shares, preference shares, rights issues
|
| Business Valuation | 40% | - Valuation methods
- 1. Relative valuation: P/E, EV/EBITDA
- 2. Asset-based valuation
- 3. Discounted cash flow (DCF)
- Mergers, acquisitions and divestments
- 1. Financing and post-deal integration
- 2. Valuation of target companies
- Investment appraisal
- 1. NPV, IRR, payback, discounted payback
- 2. Adjusted present value (APV)
- Impairment testing and value management
|
| Financial Policy Decisions | 15% | - Interaction between investment, financing and dividend decisions - Strategic financial objectives and stakeholder impact
- 1. Financial objective setting
- 2. Taxation and regulatory framework
- 3. ESG and ethical influences
|
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CIMA F3 Financial Strategy Sample Questions (Q134-Q139):
NEW QUESTION # 134
Company A is planning to acquire Company B.
Both companies are listed and are of similar size based on market capitalisation No approach has yet been made to Company B's shareholders as the directors of Company A are undecided about the most suitable method of financing the offer Two methods are under consideration a share exchange or a cash offer financed by debt.
Company A currently has a gearing ratio (debt to debt plus equity) of 30% based on market values. The average gearing ratio (debt to debt plus equity) for the industry is 50% Although no formal offer has been made there have been market rumours of the proposed bid. which is seen as favorable to Company A.
As a consequence. Company As share price has risen over the past few weeks while Company B's share price has fallen.
Which THREE of the following statements are most likely to be correct?
- A. Company A's gearing will increase following a share exchange.
- B. Based on current share price movements, a share exchange would mean Company A has to issue fewer shares to acquire Company B than it would have done a few weeks ago
- C. Company B's shareholders will be able to participate in the future growth of the combined business if it is a share exchange
- D. The method of finance chosen will not affect the post-acquisition earning per share of the combined business
- E. Company A's weighted average cost of capital will fall if financing is with debt
Answer: B,E
NEW QUESTION # 135
A company is planning to issue a 5 year $100 million bond at a fixed rate of 6%.
It is also considering whether or not to enter into a 10 year $100 million swap to receive 5% fixed and pay Libor + 1% once a year.
The company predicts that Libor will be 4% over the life of the 5 years.
What is the impact of the swap on the company's annual interest cost assuming that the Libor prediction is correct?
- A. Remain the same.
- B. Fall by 2%.
- C. Increase by 1%.
- D. Fall by 1%.
Answer: D
Explanation:
Bond alone: pay 6% on $100m = 6m per year.
Add swap (receive 5% fixed, pay Libor + 1):
Net rate = 6% (bond) # 5% (received) + (Libor + 1%).
With Libor = 4% # 6 # 5 + (4 + 1) = 5% total.
Interest cost falls from 6% to 5% # 1% reduction.
NEW QUESTION # 136
A company has some 7% coupon bonds in issue and wishes to change its interest rate profile.
It has decided to do this by entering into a plain coupon interest rate swap with it's bank.
The bank has quoted a swap rate of: 6.0% - 6.5% fixed against LIBOR.
What will the company's new interest rate profile be?
- A. VARIABLE at LIBOR + 1.0%
- B. VARIABLE at LIBOR
- C. VARIABLE at LIBOR + 0.5%
- D. FIXED at 6.5%
Answer: A
NEW QUESTION # 137
Company A plans to acquire a minority stake in Company B.
The last available share price for Company B was $0.60.
Relevant data about Company B is as follows:
* A dividend per share of $0.08 has just been paid
* Dividend growth is expected to be 2%
* Earnings growth is expected to be 4%
* The cost of equity is 15%
* The weighted average cost of capital is 13%
Using the dividend growth model, what would be the expected change in share price?
- A. $0.03 increase
- B. $0.14 increase
- C. $0.07 fall
- D. $0.16 increase
Answer: A
NEW QUESTION # 138
A company's statement of financial position includes non-current assets which are leased, the tax regime follows the accounting treatment.
Which cash flows should be discounted when evaluating the cost of lease finance?
- A. Lease payments and straight-line accounting depreciation.
- B. Lease payments, implied interested and straight-line accounting deprediation.
- C. Lease payments and implied interest.
- D. Lease payments, tax relief on implied interest and tax relief on straight-line account depreciation.
Answer: D
Explanation:
When valuing lease finance you discount actual cash flows only.
The cash outflow is the lease payment itself.
Because the tax regime follows the accounting treatment, the lessee gets tax relief on:
the implied interest component of the lease, and
the depreciation (straight-line) charged on the leased asset.
These tax reliefs are cash inflows (reduced tax paid) and must also be included in the discounted cash-flow calculation. Interest and depreciation themselves are not cash flows; only their associated tax shields are.
NEW QUESTION # 139
......
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