課程名稱 |
財務報告分析 FINANCIAL STATEMENT ANALYSIS |
開課學期 |
97-2 |
授課對象 |
財務金融學系 |
授課教師 |
何耕宇 |
課號 |
Fin3002 |
課程識別碼 |
703E30900 |
班次 |
02 |
學分 |
3 |
全/半年 |
半年 |
必/選修 |
必修 |
上課時間 |
星期二6,7,8(13:20~16:20) |
上課地點 |
管一104 |
備註 |
本課程以英語授課。 限本系所學生(含輔系、雙修生) 且 限學士班三年級以上 總人數上限:100人 |
Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/972FSA_NTU_FIN |
課程簡介影片 |
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核心能力關聯 |
核心能力與課程規劃關聯圖 |
課程大綱
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課程概述 |
This course is set for undergraduate students. The focus of the course will be on: (I) a theoretical framework for financial statement analysis and corporate valuation; (II) a thorough discussion of how valuations are actually done in the real world. We will cover the accounting, finance, and business strategy concepts needed to prepare a valuation.
As a course taught in English, all class materials, communications, and exams will be in English. You are encouraged to ask questions and actively join class discussions, of course, in English. In order to achieve this, class participations will account for an important part of your final grade. |
課程目標 |
The purpose of this course is to help you better understand the elements of various financial statements from a valuation approach. |
課程要求 |
Mid-Term Exam (20%)
Final Exam (30%)
Group Project and Presentation (30%)
Class discussion and participation (20%) |
預期每週課後學習時數 |
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Office Hours |
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指定閱讀 |
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參考書目 |
Soffer and Soffer, 2003, Financial Statement Analysis, A Valuation Approach,
Pearson Education. |
評量方式 (僅供參考) |
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週次 |
日期 |
單元主題 |
Week 1 |
2/17 |
Introduction |
Week 2 |
2/24 |
Security Analysis and Efficient Markets |
Week 3 |
3/03 |
Business Analysis |
Week 4 |
3/10 |
Accounting Analysis and Financial Statement |
Week 5 |
3/17 |
Financial Statement Analysis |
Week 6 |
3/24 |
Overview of Cash Flow Based Valuation Model |
Week 7 |
3/31 |
Discount Rates in Valuation |
Week 8 |
4/07 |
Mid-Term Exam |
Week 9 |
4/14 |
The Dividend Discount and the Flows to Equity Models |
Week 10 |
4/21 |
Free Cash Flow Modela and Analysis |
Week 11 |
4/28 |
Forecasting Free Cash Flows |
Week 12 |
5/05 |
The Adjusted Present Value Model |
Week 13 |
5/12 |
The Residual Income Model |
Week 14 |
5/19 |
A "Theory" of Multiples |
Week 15 |
5/26 |
PE Ratios and Earnings Growth and Additional Issues in Multiples Analysis |
Week 16 |
6/02 |
Group Project Presentation and Submission (I) |
Week 17 |
6/09 |
Group Project Presentation and Submission (II) |
Week 18 |
6/16 |
Final Exam |
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