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課程名稱 |
財務報告分析
Financial Statement Analysis |
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開課學期 |
106-2 |
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授課對象 |
財務金融學系 |
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授課教師 |
吳瑞萱 |
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課號 |
Fin3002 |
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課程識別碼 |
703 30900 |
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班次 |
02 |
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學分 |
3.0 |
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全/半年 |
半年 |
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必/選修 |
必修 |
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上課時間 |
星期五2,3,4(9:10~12:10) |
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上課地點 |
管二305 |
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備註 |
本課程中文授課,使用英文教科書。
限學士班三年級以上 且 限本系所學生(含輔系、雙修生)
總人數上限：110人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1062Fin3002_02 |
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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 |
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課程大綱
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為確保您我的權利,請尊重智慧財產權及不得非法影印
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課程概述 |
This course is intended to help analyze organization’s economic activities through accounting’s point of view. |
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課程目標 |
The objective of the course is to familiarize you with the analysis skills of financial statements. From there, this course is designed to aid students with sufficient accounting background in comprehending the theoretical concepts and practical techniques in analysis of financial statements and business value. |
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課程要求 |
There will be a comprehensive midterm examination counting 30%, a group-based case study final report counting 30%, and a group presentation for case study counting 30%, and in-class performance and attendance counting 10%. The examination is closed book, but simple calculators are allowed. The case study for group presentation is designed to give you the opportunity to apply the concepts developed in class. The presented case study should be well-written and turn in as final report by the due date of this semester.
Note: I reserve the right to adjust final grades based upon class participation (or the lack thereof) and to be consistent with departmental grading guidelines. Plagiarism and cheating are serious offenses that might lead to severe punishments including probation, suspension, and being expelled.
Make-up Policy:
No make-up exams are provided. For the special case in midterm examination please refer to University Policies and Regulations.
Attendance Policy:
Attending the class is necessary and attendance is counting 10% of the grade. |
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預期每週課後學習時數 |
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Office Hours |
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指定閱讀 |
Business Analysis and Valuation, IFRS edition, Krishna G. Palepu, Paul M. Healy and Erik Peek, Fourth edition, South-Western. |
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參考書目 |
I will distribute copies of my slides that can be used to follow along with the lecture.
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評量方式
(僅供參考) |
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No. |
項目 |
百分比 |
說明 |
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1. |
Midterm examination |
30% |
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2. |
Group presentation |
30% |
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3. |
Case study final report |
30% |
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4. |
In-class performanc |
10% |
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週次 |
日期 |
單元主題 |
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第1週 |
3/02 |
Introduction and Grouping.
Chapter 1: Framework for Business Analysis and Valuation Using Financial Statements. |
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第2週 |
3/09 |
Chapter 2: Strategy Analysis. |
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第3週 |
3/16 |
Chapter 3: Overview of Accounting Analysis.
*Case study— Industry and Business Strategy Analysis. |
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第4週 |
3/23 |
Chapter 4: Implementing Accounting Analysis. |
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第5週 |
3/30 |
Chapter 5: Financial Analysis. |
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第6週 |
4/06 |
Holiday; no class. |
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第7週 |
4/13 |
Chapter 5: Financial Analysis.
*Case study— Accounting Analysis. |
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第8週 |
4/20 |
Chapter 6: Prospective Analysis: Forecasting. |
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第9週 |
4/27 |
Mid-term examination. |
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第10週 |
5/04 |
Chapter 6: Prospective Analysis: Forecasting.
*Case study — Financial Analysis. |
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第11週 |
5/11 |
Chapter 7: Prospective Analysis: Valuation Theory and Concepts. |
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第12週 |
5/18 |
Chapter 7: Prospective Analysis: Valuation Theory and Concepts. |
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第13週 |
5/25 |
Chapter 8: Prospective Analysis: Valuation Implementation. |
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第14週 |
6/01 |
Chapter 8: Prospective Analysis: Valuation Implementation. |
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第15週 |
6/08 |
Chapter 10: Credit Analysis and Distress Prediction |
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第16週 |
06/15 |
Case Study: Group presentation |
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第17週 |
6/22 |
Case study: Group Presentation |
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第18週 |
6/29 |
Final examination week.
Case Study: Group presentation.
Final report due. |