African Journal of Business Management Vol. 6(25), pp.7397-7402, 27 June, 2012
Available online at http://www.academicjournals.org/AJBM
DOI: 10.5897/AJBM11.2794
ISSN 1993-8233 ©2012 Academic Journals
Review
A real options approach to ship investment appraisal
Floriano C. M. Pires
1
, Luiz Felipe Assis
1
and Mauro Rezende Fiho
2
*
1
Ocean Engineering Department, Rio de Janeiro Federal University, Brazil.
2
Production Engineering Department, Gama Filho University, Brazil.
Accepted 5 March, 2012
Initially, this paper presents a methodology for analysis of investment in a tanker ship, based on Monte
Carlo simulation of auto-correlated series of time-charter rates and prices of new building and second
hand ships. Subsequently, a real options analysis is introduced, considering the possibility of project
abandonment. The method is employed for evaluation of the investment in a suezmax tanker. The
results indicate that the investment analysis outcome is significantly sensitive to the consideration of
the managerial flexibility to project abandonment. Finally, the paper discusses the effect of the
decision maker’s risk attitude on the abandonment option value.
Key words: Shipping investment appraisal, real options, risk attitude.
INTRODUCTION
The shipping sector is peculiar in terms of the investment
rationale and investor behavior. The cyclical nature of the
market, its extreme volatility and the international
character of the operations are the main factors that
confer unique characteristics to the sector. The rationale
behind the investment decision varies according to the
different shipping sectors, as well as the types of players.
For example, decision criteria and available information
vary between a container operator and a bulk carrier
shipowner. An oil company willing to implement a
logistical strategy and an asset player would also have
different approaches to investment decision making. The
nature of the ship investment problem has been studied
by many authors, such as Klausner (1970), Haralambides
(1993) and Thanopoulu (2002).
Real options analysis (ROA) is nowadays largely
applied for evaluating investment decisions under
uncertainty. Particularly, in the shipping sector, ROA has
been increasingly applied. Gonçalves (1993) has
pioneered the application of real options approach in
shipping economics. More recently, ROA has been
recognized as a suitable methodology for shipping
investment analysis.
Bendall (2002) presents an overview on ROA
applicability and a discussion on the relevant managerial
*Corresponding author. E-mail: rezende_m@yahoo.com.br.
options in response to future events in the uncertain
environment of shipping markets. Some other authors
have also dealt with ROA in ship investment decision
making (Bendall and Stent, 2005; Dikos (2008).
The present paper presents a methodology for ship
investment analysis, considering the abandonment
option. A typical tanker ship investment decision problem
is analyzed on the basis of Monte Carlo simulation of the
future behavior of time-charter and second hand prices.
The contribution of this work is two-fold: it proposes a
simple and practical approach and discusses the effect of
the tanker investor’s risk aversion on the abandonment
option value. This significant effect was not considered
before in the literature.
Initially, an alternative Monte Carlo approach to
investment analysis in oil tankers is presented. Next, the
method is adapted to incorporate the option to abandon.
Finally, the article raises and discusses the issue of the
impact of decision maker’s risk aversion on the option
value.
ANALYSIS OF INVESTMENT IN OIL TANKERS
The present study considers the case of an oil company
that runs both owned and chartered ships. The parcel of
the demand for maritime transport that the oil companies
engaged in the international market fulfill with owned