Mastering Fundamental Analysis

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 Basic Info : Mastering Fundamental Analysis
Level : Intermediate
Commitment  : 12 hour (6 sessions of 2 hours each)
Language : English
Scheduled Date : 30th June 2024

 

Description

The 12-hour course provides an in-depth overview of how to analyze a company's financial and economic fundamentals to make informed investment decisions. The course covers topics such as financial statement analysis, ratio analysis, industry analysis, and valuation methods. Students will also learn about economic indicators and their impact on the market. The course emphasizes the importance of analyzing both quantitative and qualitative factors when evaluating a company's prospects. By the end of the course, students will have a strong foundation in fundamental analysis and be able to apply these principles to real-world investment scenarios.

What Will I Learn

You will be able to:

  • Analyze financial statements and use ratio analysis to evaluate a company's financial health and performance.
  • Apply industry analysis to understand the competitive landscape and identify opportunities and risks.
  • Identify opportunities to network with industry professionals, which can be beneficial while pursuing a career in financial markets.
  • Generate examples of various case studies focusing on fundamental analysis.
  • Apply various valuation methods to determine a company's intrinsic value and make investment decisions based on that information.
  • Evaluate both quantitative and qualitative factors when analyzing a company's fundamentals.
  • Develop a comprehensive investment strategy based on fundamental analysis and utilize critical thinking and problem-solving skills to make informed investment decisions.


Curriculum

 

 

Introduction to Fundamental Analysis and Economic Analysis

  • Top-Down Approach
  • Bottom-Up Approach
  • Meaning of Macroeconomics
  • Birth of Macroeconomic Study
  • What is Microeconomics?
  • Assumption
  • Monitory Policy

Industry Analysis and Company Analysis

  • Porter’s Framework
  • Pestle Analysis
  • Boston Consulting Group (BCG) Analysis
  • Business Model
  • Company’s Management
  • SWOT Analysis
  • Peer Comparison

Financial Statement Analysis and Corporate Annual Report

  • Financial Statement Analysis
  • Comparative Statements
  • Common size Statements
  • Trend ratio Analysis
  • Ratio Analysis
  • Corporate Annual Report
  • Chairman’s Letter
  • Business Profile
  • Management’s Analysis 

Income Statement

  • What is the Income Statement?
  • Revenue Statement
  • Profits and Loss Statement
  • Cash flow statement
  • Cash flow preparation process 

Balance Sheet

  • Balance Sheet
  • Profit and Loss Account
  • Dividend Payout
  • Final Retained earnings

 

Models of Equity Valuation

  • Price v/s Value
  • Earnings based Valuation Matrices
  • Assets based Valuation Matrices
  • Valuation Ratios
  • Compounding & Discounting
  • Use of Time Value for Equity Levers- Stock Analysis
  • Use of Time Value for Equity Levers- Stock Investing
  • Power of Compounding
  • What is the Dividend Discount Model?


How It works

   Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes and projects

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