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.
Unit details and rules
Academic unit | Accounting |
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Credit points | 6 |
Prerequisites
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ACCT5001 and FINC5001 |
Corequisites
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None |
Prohibitions
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None |
Assumed knowledge
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QBUS5001 or QBUS5002 |
Available to study abroad and exchange students | Yes |
Teaching staff
Coordinator | Nurul Alam, nurul.alam@sydney.edu.au |
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