課程資訊
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
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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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
 
Office Hours
 
指定閱讀
 
參考書目
Soffer and Soffer, 2003, Financial Statement Analysis, A Valuation Approach,
Pearson Education. 
評量方式
(僅供參考)
   
課程進度
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