Fundamental Analysis

Part-1

1.Introduction-

-Types of companies

2.Company analysis-

-IPO[Initial Public Offer]
-FPO[follow on public offer]
-OFS[offer for sale]
-Efficient Market Hypothesis
-Equity-Holding Pattern Analysis
-Concept of “Time Value of Money”
-Buyback
-Right issue
-Dividend
-Stock split
-Bonus issue

3.Company valuation-

-Face value
-Book value

4.Tools required for fundamental analysis-

=Sccreener
-Chittorgarh
-Moneycontrol
-Market mojo

5.Company Profit and Loss Analysis

-Profit & Loss Statement
-Analysis of Quarterly Results
-Understanding the Balance sheet
-Cash Flow Statement
-Financial Statements
-DOW THEORY

6.Popular case studies-

-Harshad Mehta Case
-2008 Recession
-The Great Depression 1929
-Satyam Scam
-Warren Buffet
-Jim Simons

Part-2

7.Important Ratios

-PE[price/earning]
-PEG ratio
-EBITDA ratio
-Current ratio
-Quick ratio
-Debt to equity Ratio
-NPM[net profit margin]
-Profitability Ratios
-Leverage ratio
-Valuation Ratio

8.Portfolio Management

-Company Fundamentals vs Stock Price
_Portfolio Diversification
-Share holding pattern
-Systematic Investment Planning
-Value Investing
-Margin of Safety
-Equity Research

ANALYSIS ON BASIS OF NEWS

COMPOUNDING EFFECT

MUTUAL FUNDS

NOTES AND SUMMARY