• Quĩ đầu tư - Chapter 9: Introduction to industry and company analysisQuĩ đầu tư - Chapter 9: Introduction to industry and company analysis

    Uses of industry analysis Industry classification systems Establishing a peer group Strategic analysis: Porter’s five forces Industry and product life cycles Demographic, governmental, social, and technological influences Company analysis Cost and differentiation strategies Spreadsheet modeling

    pptx29 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 8: Overview of equity securitiesQuĩ đầu tư - Chapter 8: Overview of equity securities

    Types of equity securities Importance and relative performance of equity securities Ownership characteristics and voting rights Investing in nondomestic equities Risk and return characteristics Market value and book value Cost of equity, (accounting) return on equity, and investor’s required return

    pptx26 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 8 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 7: Basics of portfolio planning and constructionQuĩ đầu tư - Chapter 7: Basics of portfolio planning and construction

    Gascon has a good knowledge of financial matters and is confident that equity markets will deliver positive returns over the longer term. In the risk tolerance questionnaire, Gascon strongly disagrees with the statements that “making money in stocks and bonds is based on luck” and that “in terms of investing, safety is more important than returns....

    pptx32 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 6: Portfolio risk and return: part IIQuĩ đầu tư - Chapter 6: Portfolio risk and return: part II

    Mr. Miles decides to set aside a small part of his wealth for investment in a portfolio that has greater risk than his previous investments because he anticipates that the overall market will generate attractive returns in the future. He assumes that he can borrow money at 5% and achieve the same return on the S&P 500 as before: an expected return ...

    pptx35 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 5: Portfolio risk and return: part IQuĩ đầu tư - Chapter 5: Portfolio risk and return: part I

    Assume that as a U.S. investor, you decide to hold a portfolio with 80 percent invested in the S&P 500 U.S. stock index and the remaining 20 percent in the MSCI Emerging Markets index. The expected return is 9.93 percent for the S&P 500 and 18.20 percent for the Emerging Markets index. The risk (standard deviation) is 16.21 percent for the S&P 500 ...

    pptx35 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 4: Portfolio management: An overviewQuĩ đầu tư - Chapter 4: Portfolio management: An overview

    Portfolio approach to investing Investment management clients: types, characteristics, and needs Steps in the portfolio management process Pooled investments

    pptx31 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 3: Market efficiencyQuĩ đầu tư - Chapter 3: Market efficiency

    Is the expected return for stocks equal to zero in an efficient market? Which hypothesis is being tested if a researcher examines stock price performance following earnings announcements? Which hypothesis is being tested if a researcher examines stock price performance based on a 50-day and 200-day moving average of prices? Why might a stock’s p...

    pptx32 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 5 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 2: Security market indicesQuĩ đầu tư - Chapter 2: Security market indices

    Example: Calculation of Index Values over Multiple Time Periods For an index with an inception value set to 1,000 and price returns of 5 percent and 3 percent for Periods 1 and 2 respectively, the values of the price return index would be calculated as follows:

    pptx31 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 8 | Lượt tải: 0

  • Quĩ đầu tư - Chapter 1: Market organization and structureQuĩ đầu tư - Chapter 1: Market organization and structure

    Long positions Assets or contracts are owned Position benefits from price appreciation Short positions Assets not owned are sold or contracts are sold Position benefits from a decrease in price

    pptx37 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 6 | Lượt tải: 0

  • Quĩ đầu tư - Chương 5: Ngân sách vốn cho công ty đa quốc giaQuĩ đầu tư - Chương 5: Ngân sách vốn cho công ty đa quốc gia

    CÁC CƠ SỞ CỦA NGÂN SÁCH VỐN Các mô hình ngân sách vốn khác: Tỷ lệ chiết khấu được tính toán dựa vào chi phí sử vốn bình quân gia quyền (WACC: weighted average cost of capital) Đơn giản và dễ áp dụng Chỉ thích hợp khi cơ cấu tài chính (vốn chủ sở hữu, vốn vay) và mức độ rủi ro của các DA là giống nhau.

    ppt30 trang | Chia sẻ: thuychi20 | Ngày: 06/04/2020 | Lượt xem: 8 | Lượt tải: 0