Industry Transformation Initiative

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EQ02 - Essential of Fundamental Analytics I: Analyzing Company Performance

EQ02 - Essential of Fundamental Analytics I: Analyzing Company Performance

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is designed to enable participants to learn and apply the tools and techniques critical in interpreting and analysing the relevant reports to be able to make specific stock recommendations in a timing that aligns to the urgency of the client’s needs. 

Who Should Attend

  • Dealers' representatives
  • Futures brokers' representatives
  • Fund managers' representatives
  • Investment representatives
  • Financial planners
  • Futures fund managers' representatives
  • Futures trading advisers' representatives
  • New entrants to the capital markets

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • To identify the fundamentals of analysing relevant reports on companies;
    • To conduct analysis based on financial ratio analysis;
    • To interpret results from selected financial ratios;
    • To evaluate the sectoral markets using fundamental analysis;
    • To apply appropriate valuation method and approach to analysing company's performance.
     
  • Programme Outline

    EQ02 - Essentials of Fundamental Analytics I: Analysing Company Performance
    8:30am Registration
    9:00am Investment Methodology Overview
    • Industry analysis framework and tools
    Financial Ratio Analysis
    • Overview of Financial Statements
    • Vertical, horizontal and trend analysis
    10:15am Coffee Break
    10:30am Financial Ratio Analysis: Interpretation and Application
    • Analysing company's performance and profitability
    • Evaluating earning qualities
    • Assessing growth prospects
    • Risk analysis
    12:30pm Lunch
    2:00pm  Evaluating Selected Sectors Using Fundamental Analysis
    • Financial sector
    • Oil and gas sector
    • Telecommunication sector
    3;15pm Coffee Break
    3:30pm Application Of Specific Valuation Techniques
    • Deciding on the right valuation model to use and its rationale 
    • Private company equity valuation - Using DCF, relative valuation techniques and asset based evaluation for private company equity valuation
    5:00pm End of Programme
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318