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 |
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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 |
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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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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 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
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課程要求 |
待補 |
預期每週課後學習時數 |
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Office Hours |
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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
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評量方式 (僅供參考) |
No. |
項目 |
百分比 |
說明 |
1. |
Attendance and class participation |
30% |
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2. |
Final project: investment analysis and valuation report |
70% |
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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 |
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