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Worksheets

FM 4 - 5

Total questions: 62

Worksheet time: 31mins

Name
Class
Date
1.

Which sentence is not true for the unsecured bonds?

a)

Unsecured bonds are issued without any pledged assets

b)

Unsecured bonds are secured by the prestige of the issuing organizations      

c)

Unsecured bonds are secured by the common assets of the issuers in the event of bankruptcy

d)

Unsecured bonds will receive nothing from issuers in the case of bankruptcy

2.

Which of the following sentences is true for Treasury Inflation protected securities (TIPS)?

a)

Coupon rate is set at a fixed rate, and the principal is fixed

b)

Coupon rate is adjusted for inflation, and the principal is fixed

c)

Coupon rate is set at a fixed rate, and the principal is adjusted semiannually for inflation

d)

Coupon rate is adjusted for inflation, and the principal is adjusted for inflation

3.

Which sentence is not true for high yield bond?

a)

The firm issuing the bond is of high quality

b)

The bond is rated below investment grade by the credit rating agencies

c)

This type of bonds is riskier than low yield bond

d)

B&C

4.

Par value of bond is …

a)

The amount on which the issuer sell bond to investor

b)

The amount on which the issuer has to be repaid at the end of the term

c)

The buying price of the bonds at the time of issuance

d)

The amount paid to bond holder between two interest payment times

5.

Why are bonds considered to be more stable and less risky than stocks?

a)

Bonds do not gain any kind of ownership rights to the issuer, unlike in the case of equities

b)

Bonds have priority on payment over the dividends paid to shareholders

c)

Bonds have a greater claim on remaining assets than a shareholder in the case of liquidation

d)

B and C

6.

Term to maturity of bond is…

a)

The period calculated from selling date to the Maturity date

b)

1 year

c)

The period calculated from buying date to selling date

d)

The period calculated from issue date to maturity date

7.

As compared to non-convertible bonds, yield on convertible bond is

a)

Relatively lower

b)

Relatively higher

c)

Relatively zero

d)

Relatively discounted

8.

Which of the following statement is not correct?

a)

Bond is a type of securities that certify the legitimate rights and interests owners for a part of the issuer’s equity

b)

A debt instrument issued for a period of more than one year with the purpose of rasing capital by borrowing

c)

Bond is a promise to repay the principal along with interest (coupons) on a specified date (maturity)

d)

Bond usually has fixed interest (coupons) rate over its term to maturity

9.

Which type of bond is issued by local authorities?

a)

Short-term bond

b)

Municipal bond

c)

Government bond

d)

Corporate bond

10.

Junk bonds which are rated lower than triple B are also classified as:

a)

High yield bonds

b)

Low yield bonds

c)

Zero floating bonds

d)

High floating rate bonds

11.

… is the market through which Government can plan and implement different monetary policies

a)

Open market

b)

Credit market

c)

Interbank market

d)

Money market

12.

In domestic debt market, … are trading:

a)

Instruments sell abroad

b)

Instruments sell domestically

c)

Instruments issued in foreign currencies

d)

Instruments issued in domestic currencies

13.

Which type of instruments is not defined as debt instruments?

a)

Term loans

b)

Bond

c)

Unsecured notes

d)

Stock

14.

… is a kind of bond that its principal amount and the interest payments are indexed to the price index such as inflation

a)

Junk bond

b)

Linker

c)

Perpetuity

d)

Municipal bond

15.

Which kind of bond pays no regular interest?

a)

Floating rate note

b)

Perpetual bond

c)

Coupon bond

d)

Zero-coupon bond

16.

According to Fitch's Rating system, debt instruments with lowest default risk and highest credit quality are assigned rating of

a)

BB

b)

BBB

c)

AAA

d)

AA

17.

… is often exempt from the federal income tax and from the income tax of the state in which they are issued

a)

Municipal bond

b)

Treasury bond

c)

Corporate bond

d)

International bond

18.

Which type of bonds has a coupon that remains constant throughout the life of the bond?

a)

Coupon bond

b)

Floating rate note

c)

Zero-coupon bond

d)

Deep discount bond

19.

Debt instruments represent a contractual claim against an issuer to make specific payments, including …, over a defined period

a)

Periodic interest payments

b)

Principal repayments

c)

Both of the above

d)

None of the above

20.

Treasury bills are issued on:

a)

Premium basis

b)

Corporate basis

c)

Treasury basis

d)

Discount basis

21.

… is a type of bond that, upon its issuance, the bond certificate shows a provision that allows the issuing organization to buy part or the entire of the bond before its maturity

a)

Callable bond

b)

Registed bond

c)

Warrant bond

d)

Convertible bond

22.

Treasury notes that provide returns tied to inflation rate are classified as

a)

Discount index bonds

b)

Clean price bonds

c)

Premium index bonds

d)

Inflation index bonds

23.

What is NOT the characteristic of debt market?

a)

Instruments in debt market have no maturities

b)

The issuer in debt market takes out the loan in the manner of repayment of both principal and interest

c)

Operations of the debt market depend remarkably on the fluctuations of market interest rate

d)

The investor assumes no responsibility for the issuer’s results and in any case, the issuer shall be responsible to repay under the specified commitments agreed when issuing debt instruments

24.

Which kind of bonds allows for exchange to shares of a corporation other than the issuer?

a)

Callable bond

b)

Exchangeable bond

c)

Government bond

d)

Convertible bond

25.

Stock markets in which already issued stocks are resold and re-bought are classified as

a)

Red herring stock markets

b)

Preemptive stock markets

c)

Silence stock markets

d)

Secondary stock markets

26.

Right of stockholders of firm that new shares must be offered to existing stockholders first, rather than new stockholders is classified as

a)

Non offered rights

b)

Preemptive rights

c)

Existing rights

d)

Securitize rights

27.

Which of the following statements is incorrect concerning private placements?        

a)

Terms of the financing can be custom-tailored

b)

The securities are not made available to the public

c)

The securities are often less marketable

d)

Only a small amount of corporate debt is financed in this manner

28.

… is a method that the middleman commits with issuing company to complete issuing preparation procedures, to buy a certain amount of issuing security or to buy all unsubscribed issuing shares

a)

Initial Public Offering

b)

Direct Public Offering (DPO)

c)

Second Public Offering

d)

Issue Underwriting

29.

Which type of underwriter agrees to purchase the portion of the new securities issue that remains after a public offering?

a)

Firm Commitments

b)

Best efforts

c)

Stand-by underwriting

d)

All or none

30.

In Vietnam, requirement conditions of public offering are

a)

Charter capital is at Jeast 30 billion VND

b)

Charter capital is at least 25 billion VND

c)

Charter capital is at least 80 billion VND

d)

All of the above

31.

A market where new securities are bought and sold for the first time is known as a ... market

a)

Primary

b)

Secondary

c)

Tertiary

d)

Capital

32.

The cases in which a company chooses the private offering rather than publie offering are:

1. The company couldn't meet requirements of public offering

2. The number of securities issued is too large

3. It allows company to choose investors, that help company strengthen their business relationship

4. Investor with similar objective can provide business advice and assistance, as well as funding

a)

1

b)

1,2,3

c)

1,3,4

d)

1,2,3,4

33.

Which sentence is true for direct public offering?

a)

Save issuing cost

b)

Save time of the offering

c)

The success of the offering is always guaranteed

d)

It can't eliminate the middlemen

34.

Which sentence is not true when refers to characteristics of primary securities market?

a)

The market operates infrequently

b)

The issuers receive the money in return of selling new securities to the investors

c)

Primary market performs the crucial function of facilitating long-term capital

formation in the economy

d)

The volume and transaction speed of the primary market are higher than those of secondary market

35.

Which of the following is a capital market security?

a)

Commercial papers

b)

Federal agency bonds

c)

Treasury bills

d)

Eurodollars

36.

Most bonds:

a)

Are ranked after stocks in term of remaining assets upon liquidation

b)

Give bondholders a voice in the affairs of the corporation

c)

Are floating-rate securities

d)

Are interest-bearing obligations of governments or corporations

37.

Which method below is a type of public offering?

a)

Direct Public Offering

b)

Issue underwriting

c)

Both of the above

d)

None of the above

38.

… is a type of offering in which a company offers its securities without the middlemen-investment banks, broker-dealers, and underwriters.

a)

Direct Public Offering

b)

Issude underwriting

c)

Auction or bidding method

d)

Indirect public offering

39.

A firm’s first offering of stock to the general public is known as

a)

First-stage financing

b)

An initial public offering (IPO)

c)

A general cash offer

d)

A seasoned offering

40.

What is the role of the underwriter in an issue of securities?

a)

Underwriters manage the sale of the securities and advise on the price at which the issue is sold. Then they buy the securities from the issuing company, and resell them to the public

b)

The difference between the price at which the underwriter buys the securities and the price at which they are resold is the underwriter’s spreed. Underwriting firms have expertise in such sales because they are in the business all the time, whereas the company raises capital only occasionally

c)

Both A and B

d)

Neither A and B

41.

A market for relatively long-term (at least one-year original maturity) financial instruments is known as the … market

a)

Capital

b)

Primary

c)

Secondary

d)

Tertiary

42.

A market for existing securities rather than new issues is known as the … market

a)

Primary

b)

Secondary

c)

Tertiary

d)

Capital

43.

Characteristic of primary market is

a)

Operate frequently

b)

The investor receives the money in return of selling securities

c)

Perform the function of facilitate long-term capital formation

d)

The volume and transaction speed are higher than those of secondary market

44.

Which sentence is not true for issue underwriting?

a)

Lower cost

b)

Underwriter help issuers review financial management

c)

Ensure a higher degree of success of the issue

d)

Save time

45.

Which sentence is not true when refers to private placement in Vietnam?

a)

A private placement of securities is an arrangement for offering securities      without using the mass media or the Internet

b)

Issuers can organize small conferences with potential investors

c)

A private placement of securities is an arrangement for offering securities      to less than 100 investors excluding institutional investors

d)

A private placement of securities is an arrangement for offering securities to at least 100 investors excluding institutional investors

46.

Which is true for the reasons of private placement?

a)

Facilitate tightening business relationships with business partners

b)

The company does not want to share the ownership with outside investors

c)

Encouraging the working spirit of staffs

d)

All of the above

47.

Which is true for the reasons of public offering?

a)

The amount of capital needed is small

b)

The company does not want to share the ownership with outside investors

c)

The company wants to enhance its prestige

d)

All of the above

48.

… is a type offering in which the issuers themselves conduct all the steps of public offering

a)

Issue underwriting

b)

Direct public offering

c)

Auction or bidding method

d)

Indirect public offering

49.

A company intends to issue rights. Which is the best type of underwriting the company should use?

a)

Firm Commitments

b)

Best efforts

c)

Stand-by underwriting

d)

All or none

50.

A company intends to mobilize 10 billion VND to invest in a new project. It is cannot mobilize this amount of money, ???? project cannot be implemented. Which is the best type of underwriting the company should use?

a)

Firm Commitments

b)

Best efforts

c)

Stand-by underwriting

d)

All or none

51.

A major purpose of the prospectus is to:

a)

Inform investors of the security's rate of return

b)

Advise investors of the security's potential risk

c)

Distribute stock warrants to prospective

d)

List the security's dividend payment date

52.

In Vietnam, public offering of sedcurities is the sale of securities to … investors

a)

10 investors excluding institutional investors

b)

Exactly 100 investors excluding institutional investors

c)

Less than 100 investors excluding institutional investors

d)

At least 100 investors excluding institutional investors

53.

The New York Stock Exchange (NYSE) can be considered as being a part of the … and the …

a)

Capital market; money market

b)

OTC market, secondary market for long-term securities

c)

Secondary market for long-term securities, capital market

d)

Capital market, primary market for long-term securities

54.

Which type of underwriting requires the highest fee?

a)

Firm Commitments

b)

Best efforts

c)

          Stand by underwriting

d)

All or none

55.

In Vietnam, which case below is not public offering?

a)

A. A company offers stocks to 105 investors in which 10 investors are institutional investors

b)

B. A company offers stock to 100 employees

c)

C. A company offers stocks to an unspecified number of investors

d)

D. A company offers stocks through mass media, including the internet

56.

Which sentence is true for direct public offering?

a)

Increase issuing/cost

b)

Save time of the offering

c)

The success of the offering is always guaranteed

d)

Eliminate the middlemen

57.

In Vietnam, Private placement of securities is an arrangement for offering securities to … investors not including institutional investors

a)

1000 investors

b)

100 investors

c)

Less than 100 investors

d)

More than 100 investors

58.

Which of the following is disadvantage of private placement?

a)

The offering procedure is quite complicated

b)

The amount of capital mobilized is quite small

c)

Encouraging the working spirit of staffs       

d)

Issuing costs are relatively low

59.

Which sentence is true for competitive traders?

a)

A.   They are members who buy and sell securities for their own accounts

b)

B. They can earn a lot of profits but are also likely to face many risks

c)

C. They are the intermediaries between the buyer and the seller

d)

D. a&b

60.

Which type of underwriting is the riskiest one (from the underwriter’s view)?

a)

A. Firm Commitments

b)

B. Best efforts

c)

C. Stand-by underwriting

d)

D. All or none

61.

Which of the following is not a method a firm can use to publicly issue common stock?

a)

Private placement

b)

Firm commitment underwriting

c)

Shelf registration

d)

Best efforts offering

62.

Which type of underwriting in which underwriter agrees to purchase the portion of the new securities issue that remains after a public offering?

a)

Firm Commitments

b)

Best offorts

c)

Standby underwriting

d)

All or none