1. Credit line: (own cash+own stock * conversion rate) /0.5 (or 0.3) is determined by the brokerage firm. 2. Margin ratio of financing purchase = 1- conversion rate of securities A +0.5 (or 0.3); Margin ratio = 1- securities b conversion rate +0.5 (or 0.3)+0. 1. 3. Financing buying market value (short selling market value) = (own cash+own stock * conversion rate)/margin ratio of the underlying securities. 4. Number of shares of the underlying securities that can be bought by financing (number of shares of the underlying securities that can be sold short) = available margin balance/margin ratio of the underlying securities/market price (transaction price/price per share). 5. Amount of financing (securities lending) liabilities = number of underlying securities bought (sold) by financing * transaction price. 6. Occupancy guarantee amount = the number of underlying securities bought by financing (short selling) * the transaction price * the margin ratio of the underlying securities.
The amount of financing refers to the amount of funds obtained through financing. Financing refers to the monetary transaction means to pay the purchase price exceeding cash, or the monetary means to raise funds for the acquisition of assets.