Class 1 - Introduction & Overview (1)
of 12
Transcript of Class 1 - Introduction & Overview (1)
-
8/2/2019 Class 1 - Introduction & Overview (1)
1/12
Analysis of Financial Statements
Rustom Kavasji
Class 1
-
8/2/2019 Class 1 - Introduction & Overview (1)
2/12
Agenda for Class 1
Introduction & Course Objectives
Grading
Course Material
Class Attendance, Discipline and Punctuality
Review Course Outline, Select CR, Fill out ContactInformation Forms
Overview of Financial Statements
-
8/2/2019 Class 1 - Introduction & Overview (1)
3/12
Course Objectives
Explain the role of GAAP and IFRS in accountingPrepare financial statements
Interpret financial informationUnderstand limitations of financial informationDevelop a forensic approach to financial analysisBe familiar with an Annual Report
Understand and use financial ratiosApply Advanced Financial Analysis TechniquesMake business decisions based on financial dataBuild a business case for prospective investors
3
By the end of this course you should be able to:
-
8/2/2019 Class 1 - Introduction & Overview (1)
4/12
Grading
4
Class Participation / Assignments (20%)
Qualitative Interactive
Term Project (30%) Class Presentation (15%) Written Term Report (15%)
Mid Term (20%) Combination of case analysis and short questions
Final Exam (30%) Combination of case analysis and short questions
Comprehensive
Grading for this course will be absolutenot relative
-
8/2/2019 Class 1 - Introduction & Overview (1)
5/12
Class Participation & Term Project
5
1
Corporate Executive
seeking funding
2
Investment Advisor
approaching Client
3
Equity Financial Analyst
working for agency
The Presenter / Group Class
Investors
Or
Clients
-
8/2/2019 Class 1 - Introduction & Overview (1)
6/12
Class Participation & Term Project
6
1. Select Annual Report of any public (i.e. shares traded onKSE) company during FYs 2010 2011
2. Prepare a detailed analysis of the company for presentationin class. You must pick a company that you would invest inand prepare an overall analysis of why you would invest inthat corporation for a minimum of 3 5 years.
3. Multidimensional Analysis Industry Analysis Potential for future growth and success
Liquidity Risk & Reward Competitor Analysis
4. If possible interview top management or executives of thatcorporation (optional but likely to enhance your score)
5. Present & defend conclusions in class + written term report
C
LASS
PA
RTICIP
ATION
Attack Them!
INVESTORS
-
8/2/2019 Class 1 - Introduction & Overview (1)
7/12
Class Participation & Term Project
7
First Come First Serve. Initial proposal to
be submitted by the 5th session of thecourse.
CompanySelection
The class and myself must be provided aphotocopy of the annual report of your selected
company, at least one session before yourpresentation
Presentations
All written reports to be submitted by
the 25th session of the semesterWrittenReport
All written submissions relating to term project must be printed not
hand written
-
8/2/2019 Class 1 - Introduction & Overview (1)
8/12
Course Material
PowerPoint PresentationsPrescribed Text and handouts
Class Exercises Class Discussions
TA: Mahmood HussainEmail: [email protected]: 0333-388-7662
-
8/2/2019 Class 1 - Introduction & Overview (1)
9/12
Maximum offourabsences allowed for this course (four formorning students)
Attendance is required for the fullsession.Late arrival is treated as an absenceNotalking in class, except during class participationCell phones are to be switchedoffduring classPreparation for class and completion of all designatedassignments is required. Late assignments will be penalized.
All studentsMUSTcheckemail every day
Class Discipline, Attendance & Punctuality
-
8/2/2019 Class 1 - Introduction & Overview (1)
10/12
Class Attendance, Discipline and Punctuality
(Continued)
Rustom Kavasji Email: [email protected] number: (0307) 276-2606
Classes are rescheduled by me only in special circumstances. If youdo not hear from me by email, you should assume that classes arebeing held as per schedule.
SicknessImportant IBA Meeting requiring my participationFamily emergencyTrouble in the city
-
8/2/2019 Class 1 - Introduction & Overview (1)
11/12
Course Outline, CR and Contact
Information
11
Course Outline Selection of CR Contact Information of all Students
-
8/2/2019 Class 1 - Introduction & Overview (1)
12/12
Overview of Financial Statements
12
What are financial statements? Objectives of financial statements Who prepares them Who are the users Understanding financial statementswith its basic assumptions andconcepts
