Category: Equity Analysis
Course Level: Intermediate
Duration: 1 day
Contact us for more information.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:
By the end of the workshop, delegates will have a better understanding of:
- Different share classes, their rights and risks
- Stock markets, their roles and mechanics of dealing
- 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
Course Content:
- Understanding the different classes of shares
- Role of 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
This course would be suitable for:
- Investment professionals
This course would be suitable for these exams:
- CFA - Level 1
