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Lecturer(s)
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Pavelková Drahomíra, prof. Dr. Ing.
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Přílučíková Jana, Ing. Ph.D.
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Sadil Vojtěch, Ing. et Ing. PhD. LL.M.
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Course content
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- Introduction to the Course - Financial Reporting & Deep Analysis of the Equity Research Report Essentials I - Financial Reporting & Deep Analysis of the Equity Research Report Essentials I - Macroeconomic Analysis - Sector Analysis and Competitive Positioning - Financial Analysis I. IFRS Annual Reports- Retrospective Assessment of Financial Performance - Financial Modeling of Future Cash Flows - Valuation - Metrices and formulas I. Relative Valuation Models - Valuation - Metrices and formulas I. Absolute Valuation Models, Sensitive Analysis and Monte Carlo Simulation - Basic Information vs. In-depth Business Description, Management & Governance Analysis, Investment risks and Investment Summary - How to improve investment writing and presentation skills? - Student teams defend their research reports.
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Learning activities and teaching methods
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Lecturing, Dialogic (Discussion, conversation, brainstorming), Simple experiments, Practice exercises, Teamwork, Translation analysis, Analysis of a presentation
- Participation in classes
- 26 hours per semester
- Participation in classes
- 39 hours per semester
- Home preparation for classes
- 13 hours per semester
- Term paper
- 25 hours per semester
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| prerequisite |
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| Knowledge |
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| characterize traditional and advanced methods of assessing the financial performance of an enterprise |
| characterize traditional and advanced methods of assessing the financial performance of an enterprise |
| identify the elements of financial markets that affect firm performance |
| identify the elements of financial markets that affect firm performance |
| define the principles and describe approaches to financial planning |
| define the principles and describe approaches to financial planning |
| describe firm valuation methods and their possible applications |
| describe firm valuation methods and their possible applications |
| Skills |
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| analyze macroeconomic situation and the development of financial markets |
| analyze macroeconomic situation and the development of financial markets |
| process and evaluate the results of financial analysis of the company |
| process and evaluate the results of financial analysis of the company |
| apply methods of corporate valuation |
| apply methods of corporate valuation |
| learning outcomes |
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| Knowledge |
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| characterise corporate performance and identify the factors that significantly affect it |
| characterise corporate performance and identify the factors that significantly affect it |
| identify the impact of financial markets'development on a firm performance |
| identify the impact of financial markets'development on a firm performance |
| distinguish between the use of different methods of business valuation |
| distinguish between the use of different methods of business valuation |
| Skills |
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| be familiar with IFRS annual reports and financial statements |
| be familiar with IFRS annual reports and financial statements |
| analyse the external and internal factors affecting the company's performance |
| analyse the external and internal factors affecting the company's performance |
| analyse a company's performance using financial analysis |
| analyse a company's performance using financial analysis |
| construct a model combining several approaches to the valuation of a company |
| construct a model combining several approaches to the valuation of a company |
| prepare a professional equity report |
| prepare a professional equity report |
| present and explain the results of a company valuation |
| present and explain the results of a company valuation |
| teaching methods |
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| Knowledge |
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| Dialogic (Discussion, conversation, brainstorming) |
| Dialogic (Discussion, conversation, brainstorming) |
| Methods for working with texts (Textbook, book) |
| Methods for working with texts (Textbook, book) |
| Lecturing |
| Lecturing |
| Skills |
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| Teamwork |
| Individual work of students |
| Individual work of students |
| Teamwork |
| Dialogic (Discussion, conversation, brainstorming) |
| Dialogic (Discussion, conversation, brainstorming) |
| Practice exercises |
| Practice exercises |
| Analysis of a presentation |
| Analysis of a presentation |
| assessment methods |
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| Knowledge |
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| Analysis of a presentation given by the student |
| Preparation of a presentation, giving a presentation |
| Preparation of a presentation, giving a presentation |
| Analysis of seminar paper |
| Analysis of seminar paper |
| Analysis of a presentation given by the student |
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Recommended literature
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BREALEY, R. A., S. C. MYERS a F. ALLEN. Principles of corporate finance. Twelfth edition. New York: McGraw-Hill Education, 2017. ISBN 978-1-259-25333-1.
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CLAYMAN, M. R., FRIDSON, M. S., TROUGHTON, G. H. Corporate finance: A practical approach. Hoboken: Wiley, 2012. ISBN 978-1-118-10537-5.
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DAMODARAN, A. Applied corporate finance. 4th ed. Hoboken: Wiley, 2014. ISBN 978-1-118-80893-1.
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DAMODARAN, A. Investment valuation: tools and techniques for determining the value of any asset. Hoboken: Wiley, 2012. ISBN 978-1-118-01152-2.
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DEFUSCO, R. A., MCLEAVY, D. W., PINTO, J. E., RUNKLE, E.D., ANSON, M. J. P. Quantitative Investment Analysis. Hoboken: Wiley, 2015. ISBN 978-1-119-10422-3.
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PINTO, J. E., HENRY, E., ROBINSON, T. R., STOWE, J. D. Equity asset valuation: Workbook. 3rd ed.. Hoboken: Wiley, 2015. ISBN 978-1-119-10426-1.
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ROBINSON, T. R., HENRY, E., PIRIE, W. L., BROIHAHN, M. A. International statement analysis: Workbook. 3rd ed.. Hoboken: Wiley, 2015. ISBN 978-1-118-99948-6.
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