Fundamental Analysis

Fundamental Analysis is used by investors who would like to hold the stocks for long term, Based on current business environment and financial performance , An investor would analyse future performance. We consider both qualitative and quantitative parameters to assess the performance of a company.

The quantitative analysis includes Industry Analysis, Management Analysis, Asset Liability Analysis etc… The quantitative analysis includes ratio analysis and projected earnings.

 

Get ready to change the way you think and invest in stocks.

Who will benefit from this course?

  • Students
  • Corporate Executives
  • Analysts
  • Employees of Brokers & Sub-Brokers
  • Anybody having interest in Share Markets

Course Details

Instructional Methods: One to One, Group, Online
Courseware: PDF (to be shared)
Prerequisites: Own Laptop
Duration: 40 Hours (13 modules for 3 hours Timings  can be flexible as per trainer and customer work schedule)
Level: Beginners-Intermediate

Course Overview

Module 1 – 2

Introduction to Fundamental Analysis Political-Economic Analysis Key Studies Involved

  • Political Stability
  • Forex Reserves
  • Inflation
  • Restrictive Practices
  • Government Policy, Taxation, Interest Rates
  • Monsoon, Employment

Stages of Economic Cycle

 

Module 3

Industry Analysis: Michael Porter Five Forces Model & BCG Matrix

 

Module 4 – 5 – 6

Introduction to Financial Statements & Analysis

  • Profit & Loss Account
  • Balance Sheet Analysis
  • Income Statement Analysis
  • Cash Flow Statement Analysis

 

Module 7 – 8 – 9
  • Use Ratio Analysis to Evaluate Financial Performance
  • Profitability and Valuation Ratios to determine the fair price of the stock
  • Deriving Intrinsic Value
Module 10 – 11
  • The Management & Company-Detailed Study
  • Reports- Annual Report, Directors Report, Auditor’s Report, Schedules and Notes to the Accounts
Module 12 – 13

Understanding Banking Terminologies

  • Repo rate
  • Reverse repo rate
  • Banking rate

Impact Of Corporate actions like:

  • Bonus
  • Rights Issue
  • Buy Back
  • Open Offer
  • Dividend
  • Stock Split

Methodologies & Tools used: DCF method of valuation to identify ideal buying levels for a stock

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