Fundamental Analysis

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