FINANCE

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KembaraXtra – Islamic Derivatives: Call & Put Options Under Cash Settlement (Correct Idea + Case Analysis)


🔹 First — Fix Your Idea (Very Important)
 
Your idea is almost correct, but needs a small correction:
 
👉 In cash settlement:
  • You do NOT actually buy or sell goods
  • You only receive or pay the price difference


Correct Understanding
  • Call option:
    • Profit when market price > strike price 📈
    • You receive the difference in cash
  • Put option:
    • Profit when market price < strike price 📉
    • You receive the difference in cash
 
👉 No real buying/selling happens


🔹 Case Analysis (Call Option – Cash Settlement 🌴)
 
📌 Setup
  • Strike price = RM4,000
  • Premium = RM50


📅 Scenario: Price Rises to RM4,500
 
👉 Difference = RM500
 
Instead of:
  • Buying at RM4,000 and selling at RM4,500
 
👉 What actually happens:
  • You directly receive RM500 cash
 
👉 Net profit:
  • RM500 − RM50 = RM450


📅 Scenario: Price Falls to RM3,800
  • No exercise
 
👉 Loss = RM50 (premium)


🔹 Case Analysis (Put Option – Cash Settlement 🌴)
 
📌 Setup
  • Strike price = RM4,000
  • Premium = RM50


📅 Scenario: Price Falls to RM3,500
 
👉 Difference = RM500
 
Instead of:
  • Buying at RM3,500 and selling at RM4,000
 
👉 What actually happens:
  • You receive RM500 cash
 
👉 Net profit:
  • RM500 − RM50 = RM450


📅 Scenario: Price Rises to RM4,300
  • No exercise
 
👉 Loss = RM50 (premium)


🔹 Key Insight (Very Important for Exams)
 
👉 The idea of buy low / sell high still exists, BUT:
  • It is only conceptual (theoretical)
  • In reality (cash settlement):
    • No actual buying/selling
    • Only cash difference is paid


🔹 Simple Comparison
  • Physical option:
    • Buy and sell actual goods
  • Cash-settled option:
    • Just receive price difference in money


🔹 Final Simple Summary
  • Your logic is correct in theory
  • But in cash settlement:
    • No real trade happens
    • Only profit/loss difference is paid
 
👉 Call → profit when price above strike
👉 Put → profit when price below strike
 

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