Equities

Equity Analysis

CPD Hours: 7

Aims

This one-day course is designed to provide a fast-track understanding of modern equity analysis techniques.

Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.

Objectives

At the end of the workshop, delegates will have a better understanding of:

• Different share classes
• The role of stock markets
• New issue procedures

And they will be able to understand and calculate:

• Traditional valuation measures (e.g., P/E, PEG, NAV, P/CF)
• Modern valuation tools measures (e.g., CFROI, SVA, EVA)
• Beta
• CAPM returns

Who Should Attend?

• Investment professionals
• New entrants

Content

• Share classes explained
• Stock markets
• New issue procedures
• Corporate governance
• Sources of information for the serious analyst
• Fundamental analysis
• Traditional ratios
• Modern shareholder value analysis
• Quantitative analysis
• Technical analysis