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[CFDM] Project Risk Analysis

·528 words·3 mins
Author
Frederic Liu
BS.c. Maths and Stats in OR

Project Cashflow Risk Introduced
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Keypoints

  • Solely depending on the discount rate to account for risk is not reliable, as the cost of equity usually is not reliable for strong assumptions made in estimating it.
  • It suffices to estimating the cash flows more precisely with a reasonable discount rate.

Sensitivity Analysis
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General
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Concept: Analyse the effect of changing an input variable, holding all else constant

Process

  • Estimate NPV using optimistic estimate of variable
  • Estimate NPV using pessimistic estimate of variable
  • Calculate the range of NPV from the optimistic to pessimistic
  • Repeat the process for each variables in turn

Keypoints

  • Benefits
    • Identifies the underlying key variables
    • Indicates where addtional information may be useful - e.g. when the selling price takes a significant change in NPV, try to obtain more info on selling price
    • Gives managers a chance to think about possible consequences of using incorrect forecasts - e.g. the expected cashflow is higher than the actual cashflow, and that the worst scenario of cashflows gives an insight of NPV about the possible lower cashflow
  • Limitations
    • It uses ambiguous/subjective estimates
    • Underlying variables are likely to be interrelated - when fixing all other variables, there is an underlying hypothesis that all variables are independent

Break-even analysis
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Concept: Similar to sensitivity analysis, but it focuses on the changes to one variable when the NPV is equal to zero

Process

  • Estimate the expected NPVs and expected variables
  • Estimate when the NPV equates 0, the changes made to each variables

Keypoints

  • Similar to sensitive analysis, it assumes that only one variable change at a time, ignoring the correlation between variables.

Simulation analysis
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Monte-Carlo simulation analysis: Using random numbers (that obeys some probability distribution) as inputs to deterministic, and iteratively evaluates NPV and gives a range

Process

  • Identify relevant variables (only key variables) and specify the probability distribution of each variable
  • Specify any inter-relations between the variables
  • Use a computer to
    • Randomly choose values for each variable from its specified probability distribution
    • Calculate a NPV given the input values selected
    • Repeat until a probability distribution for NPV is generated

Keypoints

  • Simulation analysis can provide answers to the probability of destroying/creating wealth or the NPV range within some confidence level
  • Benefits
    • Can see how changes in inputs simultaneously (by taking into account their possible inter-relations) affect the project value
  • Limitations
    • It is typically costly - it takes computational resources
    • Hard to specify the distribution of inputs and their correlation
    • Necessary for projects that are complex and have bigger cost of errors

Decision Tree Analysis
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Keypoints

  • Decision tree analysis provides method of evaluating alternatives involving a sequence of decisions over time
  • Roll back procedure is used when there are more than one decisions to make
  • Benefits
    • Forces you to link today’s decisions with all possible future investment decisions
  • Possible problems
    • Can become very complex very quickly (100 binary decisions, leading to $2^{100}$ trees in total) - indicating it is impossible to account for all branches -Discount rates may change over time and may be different on different paths

Roll back procedure

  • Assessing the most distance decision first, then roll back to the next most distance decision
  • Repeat until we reach today’s decision