課程資訊
課程名稱
投資分析實務
Investment: Lessons and Applications 
開課學期
107-2 
授課對象
管理學院  管理學院企業管理碩士專班(GMBA)  
授課教師
楊茹惠 
課號
GMBA5026 
課程識別碼
749EU0190 
班次
 
學分
1.0 
全/半年
半年 
必/選修
選修 
上課時間
第11,13,14,15 週
 
上課地點
 
備註
本課程以英語授課。密集課程。上課日期:5/4,5/18,5/25,6/1, 13:30-17:30. 教室:一館405。與張晏誠合授
限學士班三年級以上
總人數上限:60人 
Ceiba 課程網頁
http://ceiba.ntu.edu.tw/1072GMBA5026_ 
課程簡介影片
 
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課程概述

This course uses a combination of lectures, empirical studies, and guest lectures. Lectures will focus primarily on core investment philosophy, analytics, and types of investment strategies, as well as topics in behavioral finance. Empirical studies will review and discuss famous historical events in financial markets. Guest lectures will be offered by some successful practitioners in investment industry. If time allows, a visit to CTBC Financial Holding’s trading room will be arranged, with CTBC executives to share their experiences and insight. 

課程目標
• Students will learn core investment theory, techniques, and how to apply different types of investment strategies
• Students will also learn issues in behavioral finance and identify their related scenario in famous historical events
• Students will gain insight from guest lectures offered by seasoned practitioners in finance industry
 
課程要求
待補 
預期每週課後學習時數
 
Office Hours
 
指定閱讀
待補 
參考書目
• Benjamin Graham, The Intelligent Investor
• Burton G. Malkiel, A Random Walk down Wall Street: The Time-Tested
Strategy for Successful Investing
• Michael M. Pompian, Behavioral Finance and Investor Types: Managing
Behavior to Make Better Investment Decisions
• Hersh Shefrin, Beyond Greed and Fear
 
評量方式
(僅供參考)
 
No.
項目
百分比
說明
1. 
Attendance and class participation 
30% 
 
2. 
Final project: investment analysis and valuation report  
70% 
 
 
課程進度
週次
日期
單元主題
第11週
05/04  History of Financial Crises 
第13週
05/18  Behavioral Finance 
第14週
05/25  Investment Strategies & Empirical Practice 
第15週
06/01  Final Project