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FUNDAMENTAL ANALYSIS

Fundamental Analysis is a study of factors (company specific and external environment) that
affect the value of stock. This program will help you to understand the impact of factors on the
valuation of the stock, analysis of the environment and interpretation of financial statement. It
provides the skills & technique to assess the corporate performance & stock valuation to build
up a perfect portfolio selection.

Who will benefits from the program?

Students, MBA aspirants, Stock Brokers, Investment Consultants, Portfolio Managers, Fund
Managers, Wealth Managers, Treasury Managers, Investment Bankers, Researchers,
Investors, etc.

Program Contents
·   Thought process of value investors

·    Philosophy behind fundamental analysis

·    Economic Analysis

    o   Macro economics

    o   Micro economics

·    Industry Analysis

·    Financial statement analysis

·    Fund flow analysis

·    Company analysis

·    Ratio Analysis

·    Sensitivity analysis

·    Comparative valuations method

    o   PE

    o   EV

    o   EBITDA

    o   Other multiples

·    Valuation of shares

    o   Dividend approaches
o   Cost based methods

    o   Cash flow discounting method

    o   Comparative method



·   Economic indicators (India & International)

·   Markets dynamics

·   Case studies of many companies

·   Time value of money

·   Putting all together & applied in live markets



Time Duration: - 2 Months

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Fundamental analysis

  • 1. FUNDAMENTAL ANALYSIS Fundamental Analysis is a study of factors (company specific and external environment) that affect the value of stock. This program will help you to understand the impact of factors on the valuation of the stock, analysis of the environment and interpretation of financial statement. It provides the skills & technique to assess the corporate performance & stock valuation to build up a perfect portfolio selection. Who will benefits from the program? Students, MBA aspirants, Stock Brokers, Investment Consultants, Portfolio Managers, Fund Managers, Wealth Managers, Treasury Managers, Investment Bankers, Researchers, Investors, etc. Program Contents · Thought process of value investors · Philosophy behind fundamental analysis · Economic Analysis o Macro economics o Micro economics · Industry Analysis · Financial statement analysis · Fund flow analysis · Company analysis · Ratio Analysis · Sensitivity analysis · Comparative valuations method o PE o EV o EBITDA o Other multiples · Valuation of shares o Dividend approaches
  • 2. o Cost based methods o Cash flow discounting method o Comparative method · Economic indicators (India & International) · Markets dynamics · Case studies of many companies · Time value of money · Putting all together & applied in live markets Time Duration: - 2 Months