Fundamental Analysis of Listed Companies

Course details

Learning Outcomes

Participants will, after this workshop, be able to:

• Apply the fundamental analysis process which comprises of:
• Business Analysis
• Financial Statement Analysis
• Pricing Analysis
• Risk Analysis
• Economic Analysis
• Portfolio Management

Identify fundamentally sound companies / stocks with the above process

Construct a portfolio with capability of generating regular dividends and capital gain over long term!

Who Should Attend:

• Corporate Finance Analysts, Investment Analysts
• Portfolio Managers, Private Equity
• Asset Management
• Institutional Investors, Investment Advisors
• Traders, Dealers & Remisiers
• Industry Related Professionals
• Others interested in valuation

Training Methodology

• Workshop style, with short cases examples, fun facts, and hands on exercises.

Workshop Outline

• Based on decades of investment wisdom and knowledge similar to those found in degree and post graduate programs, this course looks at how time tested fundamental analysis concepts can be applied practically to create a secondary income stream from share investing
• The course is specially crafted to present these financial concepts into easy-tounderstand bits and focus on application to generate returns

Segment 1: Stock Selection Process

Business / Industry Analysis

• Guidelines to sift out profitable businesses
• Value and Growth businesses

Financial Statement Analysis

• Balance Sheet / Income Statement / Cashflow Statement
• Financial Ratio Analysis

Pricing Analysis

• Discounted Cashflow / Price to Earning Ratio / Price to Book Ratio / Dividend Yield

Risk Analysis

• Business / Credit / Market Risks

Segment 2: Portfolio Management

Economic Analysis

• Indicators to evaluate the state of an economy
• Derive a sense of the share market direction

Portfolio Strategies

• Guidelines to decide investment gear / cap
• Type of stocks to invest at different point in time
• When to sell

Segment 3: Hands On Exercise to learn how to apply knowledge learnt!

Participants are expected to bring along an internet device to practice the skillsets learnt!