Financial Statement Analysis / Fundamental analysis
- মাহমুদুল আলম (হেড অফ রিসার্চ, ডিসিশন মেকার লিমিটেড)
- রাকিব আহমেদ ( আর এন ডি ডিপার্টমেন্ট, রয়েল ক্যাপিটাল)
- Lecture sheets
কারা ট্রেনিং এ জয়েন করতে পারবে?
Anyone who desires:
- to learn technical analysis and
- would like be a profitable trader/investor.
Sessions Outline and Topic Covered
Session 1: Introduction of Accounting and Financial Reporting
Double entry system and Debit=Credit formula, Assets, liabilities, income and expenses, Journal, ledger and trial balance, Balance sheet formula (Assets = Liabilities + Equity), General purpose financial reporting, quarterly, half yearly and third quarter reporting.
Session 2: Balance Sheet and Statement of Profit or Loss
Balance sheet and its elements, types of assets, liabilities and equity, Statement of profit or loss and its elements, peculiar performance of some companies, Earning forecast, Notes to the financial statements and their importance.
Session 3: Cash flows, Free cash flows and related issues
Introduction to statement of cash flows, Cash flows compared to profit or loss, Direct versus indirect method for preparing cash flows, Various parts, benefits of the cash flows statement, Net operating cash flows per share, Cash flows and the financial health of a company, Computation of free cash flows, Drawbacks of the cash flows statement.
Session 4: NAV, EPS and their calculation and others
Net asset value (NAV), Earnings per shares and its calculation, Price earnings ratio (P/E), dividend and dividend yield, Some valuation methods.
Session 5: Introduction to Financial Ratios Analysis
Types of financial ratios, Relative comparison of ratios, Liquidity ratios, Working capital ratios, Operating cycle, Turnover ratios, Profitability ratios, Return ratios, Leverage (debt) ratios and Cash flows ratios.
Session 6: Case study
Common size and Horizontal analysis, Visualization.
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