Bajaj Auto Earnings Play Recap

Last Monday (27 January), our Upstox News desk published insights and potential trading ideas about Bajaj Auto. The company announced results after the market close on 28 January. When a company announces earnings, traders speculate on the company’s prospects.

Over the last few quarters, the returns of Baja Auto on the day after earnings have been quite volatile. Here is a snapshot.

At the time of publishing, options data was implying that Bajaj Auto would move between +/-8% between then and expiration on 27 February. If you had thought that this stock would be more volatile, then you could have bought a straddle (simultaneous purchase of a call and put option). A long straddle was trading for ₹660.

So, what happened?

As of the market close on 5 February, the stock is up 6.5% and was up 2.7% on the day following the announcement. By the market close, prior to the announcement, the straddle value rose to ₹726 (+10.0%). However, after the announcement, the straddle value fell to ₹644 (-2.4%) due to a collapse in implied volatility.

The peak end-of-day return was on Saturday’s close when the straddle value climbed to ₹860 (+30%). As of 5 February, the straddle was at ₹668.50 (+1.2%).

Overall, a solid trade for those who decided to be long straddles.

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