Fundamental Analysis for Equity Investment (ACCT6003)
UNIT OF STUDY
This unit develops a framework of fundamental analysis for equity investment in publicly traded companies. The first part of the unit deals with the analysis of financial statement information, complemented with other sources of information such as business strategy, industry prospects and key macroeconomic effects. Emphasis is on the analysis of earnings quality and accounting-based valuation methods. The second part of the unit applies fundamental analysis in the appraisal of equity investment, and the effect of credit evaluation and risk analysis, as well as the valuation for takeovers. The unit also covers the impact on equity valuation from inherent behavioural patterns in informing investment decisions.
Our courses that offer this unit of study
Further unit of study information
13x 2hr lectures, 6x 1hr workshops, 8x 1hr labs.
mid-semester exam (20%), equity investment (25%), trading (10%), final exam (45%)
Faculty/department permission required?
Unit of study rules
ACCT5001 and FINC5001
QBUS5001 or QBUS5002
ACCT6003 assumes knowledge of basic statistics and econometrics that are covered in QBUS5001/5002. ACCT6003 requires the analysis of data, transformations, understanding of distributions, expectations, variance, regression analysis, data graphing.
Study this unit outside a degree
If you wish to undertake one or more units of study (subjects) for your own interest but not towards a degree, you may enrol in single units as a non-award student.
If you are from another Australian tertiary institution you may be permitted to underake cross-institutional study in one or more units of study at the University of Sydney.