Basic training on Fundamental Analysis
Only For 3rd Batch
Venue: Dhaka Trade Center (14th floor), 99 Kazi Nazrul Islam Avenue, Kawran Bazar, Dhaka.
We are pleased to inform you that StockBangladesh has started providing training courses on
Fundamental Analysis of shares/stocks to make investors/traders understand the trend of different stocks.
Investors in financial market should have at least some fundamental basis of investments to be able to integrate business
sense with financial techniques. The Fundamental Analysis of Financial (Share) Market course involves utilizing a varied
skill set. Investors should analyze and analysts must consider combining financial, accounting, and strategic analysis
with inquisitive work & experience.
Since none of the Institutes class can provide with all of these skills, this course offers participants:
- An opening to obtain skills based on participants' education & real life experience
- Practice in communication & defending an argument
- A business analysis framework that helps tie together Strategy & Finance
- Opportunity to coordinate Model Building with Decision Making
- Practical Approaches to Profiting in Share Markets
Training Details
| Basic Fundamental Afternoon 3rd Batch |
| Date : 10 Feb - 18 Feb ,2012 |
| Days in week : Friday and Saturday |
| Time : |
| Course Fees : Tk. 4000/Participant |
Course Content
Day-01 |
| Lecture-01 :
Duration 180 Min |
|
Introduction
How money is created, Saving and Investment, Importance of Saving and investment, People who can invest to capital market, Asset Allocation, Investment channels- Money Market, Capital market, Others (life insurance, alternative investment, real asset), Difference between Lending (bank deposit or any type of lending) and partnering (sharing equity and risk), Private Equity, Venture Capital.
Financial Market & its instruments
Money Market- Bond (Traditional bond, Zero coupon bond, Perpetual bond, Conversion and Redemption option), Debenture, Government Bond and Treasury Bills, Capital Market- Primary Market, Secondary Market, , Preferred Stock, Mutual Fund- Open End and Close End.
Different Indicators
Market Indicators- Index Graph, Chart, DSE20, Company Indicator- Stock Category, Credit rating, Disclosures- Price sensitive disclosures, Stock buy/sell declarations by Directors and sponsors, other news.
Capital Market framework
Exchanges- DSE, CSE, Depository- CDBL, Participants- Brokerage House, Depository Participant, Stock Dealer, Merchant Banks, Portfolio Managers, Issue Manager, Underwriter, Issue Register, Issuer Company, Individual Investors, Institutional Investors, Asset Manager, Custodian, Trustee, Rating Agency etc.
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Tea Break |
Lecture-02:
Duration: 60 Min |
|
Market Terminologies
Accounts- BO Account, Customer account/trading account (Margin/Non-margin, NRB, Discretionary, Non-discretionary)IPO- IPO process, RPO, Right Issue, IPO methods- Traditional IPO, Direct Listing, Book building, Secondary market- Secondary market and type of markets, Trade process- How securities are traded and settled, Face value, market lot, Odd lot, Trade volume, Trade Value, Number of trades, Howla, Laga, Trading Platforms- TESA, CHITRA, Settlement- Settlement period and Maturity, Settlement in relation to category and market, CDBL function in settlement, Pricing- Open, High, Low, Close, Yesterday close, 52 weeks range, market capitalization, Last trade, Average price, Change in price, Circuit breaker, Day’s Range, Listing- Category- A, B, G, N, Z, Listing Industry, Trading Code, Company No, Electronic/Paper, Shareholding structure, Benefits- Dividend, Interim Dividend, Stock Split, Right Issue, Record Date, AGM, EGM, Voting Power, Ownership, Stock buyback, Capital gain calculation.
|
Day-02 |
| Lecture-03 :
Duration 90 Min |
|
Understanding Annual Report & Financial statements
Reading the statements- Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owners Equity, Cross check.
|
Tea Break |
Lecture-04:
Duration: 90 Min |
|
Understanding Annual Report & Financial statements
Basic Ratio Calculations- Profitability ratios, Efficiency ratios (Turnovers), Liquidity ratios, Solvency ratios
|
Day-03 |
| Lecture-05:
Duration 60 Min |
|
Understanding Annual Report & Financial statements
Basic Ratio analysis- Cross section comparison, Time series comparison
|
Tea Break |
Lecture-06:
Duration: 180 Min |
|
Basics of analysis
Economic analysis – Economic outlook, country risk, economic prospect and threats, Judgment on Economy
Industry Analysis in view of porters five forces, Judgment on the industry
Company Analysis based on SWOT, Judgment on the company’s future profitability
Basic valuation – Relative valuation
|
Day-04 |
| Lecture-07:
Duration 180 Min |
|
Basics of analysis
Basic valuation – Discounted Cash Flow (DCF) method.
Money Management – Risk and Return, Relationship Between Risk & Return, Risk & Return Measurement, Building Portfolio and its Management, Management Analysis, Price Sensitive Information.
|
Tea Break |
Lecture-08:
Duration: 60 Min |
|
Review Class
This class will be designed based on participants’ response, Examination, Photo Session.
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Who Should Attend:
- General Investors
- Personnel in Financial Institutions
- Anyone who is interested to learn Fundamental Analysis
Learning Methodologies:
- Presentation
- Facilitator Feedback
- Discussion
- Q & A
- Exercises
- Practice
Special Notes:
- Arrangement of Refreshments during tea breaks.
- Course Material, Notebook, Pen etc will be provided.
- For online registration Click here
- Seat will be confirmed after payment.
- Registration payment can be made by Cash or A/C Payee Cheque or Pay Order or Bank Deposit in favor of "StockBangladesh Limited"
- For registration or information please call Hot-Line Phone: 01929912878
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