Basic Training on Fundamental Analysis
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
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
Training Details
Basic Fundamental Morning |
Basic Fundamental Afternoon |
| Days in week : Friday & Saturday |
Days in week : Friday & Saturday |
| Time : 9:30 AM to 1:00 PM |
Time : 3:00 PM to 6:30 PM |
| Course Fee : Tk. 6000/Participant |
Course Fee : Tk. 6000/Participant |
Course Content
Day-01 |
| Lecture-01 : Introduction
Duration 90 Min |
People who can invest to capital market, How money is created, Saving and Investment, Importance of
Saving and investment, 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) |
Tea Break |
Lecture-02: Financial Market & its instruments and Different Indicators
Duration: 90 Min |
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. |
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. |
Day-02 |
| Lecture-03 : Capital Market framework
Duration 90 Min |
Regulatory framework- Parliamentary law, Judicial power (Court), Quasi-judicial body (SEC), 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. |
Tea Break |
Lecture-04: Market Terminologies
Duration: 90 Min |
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-03 |
| Lecture-05: Understanding Financial statements (Part-1)
Duration 90 Min |
Reading the statements- Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owners Equity. |
Tea Break |
Lecture-06: Understanding Financial statements (Part-2)
Duration: 90 Min |
Basic Ratio Calculations- Profitability ratios, Efficiency ratios (Turnovers), Liquidity ratios, Solvency ratios
Basic Ratio analysis- Cross check, Cross section comparison, Time series comparison |
Day-04 |
| Lecture-07: Basics of analysis
Duration 120 Min |
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 based on DCF and Relative valuation
|
Tea Break |
Lecture-08: Money Management & Review Class
Duration: 120 Min |
Risk and Return, Relationship Between Risk & Return, Risk & Return Measurement, Building Portfolio and its Management, Management Analysis, Price Sensitive Information, This class will be designed based on participants response, Examination, Certification. |
Special Notes:
- Arrangement of Refreshments during tea breaks.
- Course Material, Notebook, Pen etc will be provided.
- 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
Above schedule is subject to change without prior intimations.
No smoking allowed in side the class.
Please keep your mobile in SILENT MOOD
Enquiry:
Md. Khairuzzaman Khan (01929912878)
Dhaka Trade Center
99, Kazi Nazrul Islam Avenue
14th Floor
Kawranbazar, Dhaka-1215
Bangladesh
Phone: 02 8189295-98
E-mail: mail@stockbangladesh.com
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