15
Course 10: Fundamental analysis Version 5 november 2010 1 Topic 1: Fundamental analysis - an introduction ......................................................................... 3  Analysing individual companies .............................................................................................. 3  What are you trying to learn about a company? ...................................................................... 4  Topic 2: Annual Report ............................................................................................................... 6  Sourcing information ............................................................................................................... 6  The main components of a financial report ............................................................................. 7  Topic 3: Dividend per share & dividend yield .............................................................................. 9  Introducing financial ratios ...................................................................................................... 9  Dividend per share (DPS) ..................................................................................................... 10  Divi dend yiel d .................................................................................................................... ... 11  Topic 4: Ea rnings per sh are & PE ra tio ..................................................................................... 12  Earnings per share (EPS) ..................................................................................................... 12  Price earnings ratio - PE ratio ............................................................................................... 13  Topic 5: Share appraisal form ................................................................................................... 14  Summa ry ................................................................................................................... ............... 15  Course 10 Fundamental analysis

Shares Course 10

Embed Size (px)

Citation preview

Page 1: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 1/15

Page 2: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 2/15

Page 3: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 3/15

Page 4: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 4/15

Page 5: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 5/15

Page 6: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 6/15

http://www.aasb.com.au/Home.aspx
http://www.aasb.com.au/Home.aspx
http://www.asx.com.au/asx/statistics/announcements.do
http://www.asx.com.au/asx/statistics/announcements.do
Page 7: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 7/15

Page 8: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 8/15

Page 9: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 9/15

Page 10: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 10/15

Page 11: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 11/15

Page 12: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 12/15

Page 13: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 13/15

Page 14: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 14/15

Page 15: Shares Course 10

8/3/2019 Shares Course 10

http://slidepdf.com/reader/full/shares-course-10 15/15


Corporation – bearer shares Compare bearer shares – registered shares –Purposes of each –Cultural preferences Bearer shares –Transformation (vested right?)

Corporation – bearer shares Compare bearer shares – registered shares –Purposes of each –Cultural preferences Bearer shares –Transformation (vested right?)

Documents
Institutional Funds - Class Y Shares ($10 million required

Institutional Funds - Class Y Shares ($10 million required

Documents
Basic Investment Course - JSE Challenge · Tax advantages 3.1.6. ... a company uses ordinary shares to finance the company, then this company will be ... Basic Investment Course

Basic Investment Course - JSE Challenge · Tax advantages 3.1.6. ... a company uses ordinary shares to finance the company, then this company will be ... Basic Investment Course

Documents
COURSE SELECTIONS 2018 Preliminary Course HSC Course · 2019-10-10 · COURSE SELECTIONS 2018 – Preliminary Course ... (PDHPE) Nina Russell ... Once the subject selection process

COURSE SELECTIONS 2018 Preliminary Course HSC Course · 2019-10-10 · COURSE SELECTIONS 2018 – Preliminary Course ... (PDHPE) Nina Russell ... Once the subject selection process

Documents
Income from other sources.pdf · 2017-03-01 · dealer in shares, 1000 shares of X Ltd. @ Rss 40 on 19th June 2015, the fair market value ese shares in the course of his business

Income from other sources.pdf · 2017-03-01 · dealer in shares, 1000 shares of X Ltd. @ Rss 40 on 19th June 2015, the fair market value ese shares in the course of his business

Documents
PRINCIPAL FUNDS, INC. (“PFI”) · PDF filePRINCIPAL FUNDS, INC. (“PFI”) Class A Shares Class C Shares Class J Shares Class P Shares Class Institutional Shares Class R-1 Shares

PRINCIPAL FUNDS, INC. (“PFI”) · PDF filePRINCIPAL FUNDS, INC. (“PFI”) Class A Shares Class C Shares Class J Shares Class P Shares Class Institutional Shares Class R-1 Shares

Documents
The Solopreneur who sold £57 Million shares his reflective 5 minute sales course!

The Solopreneur who sold £57 Million shares his reflective 5 minute sales course!

Small Business & Entrepreneurship
Top 10 Mid-Cap Shares to Buy

Top 10 Mid-Cap Shares to Buy

Documents
Cydcor Shares 10 Tips to Becoming a Better Salesperson

Cydcor Shares 10 Tips to Becoming a Better Salesperson

Education
Best Mutual Fund Investment in India - Motilal …...Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ100), Motilal Oswal MOSt 10 Year Gilt Fund (MOSt 10 Year Gilt Fund), Motilal

Best Mutual Fund Investment in India - Motilal …...Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ100), Motilal Oswal MOSt 10 Year Gilt Fund (MOSt 10 Year Gilt Fund), Motilal

Documents
The Course and Conduct of WWI An American soldier shares an emotional goodbye, 1917

The Course and Conduct of WWI An American soldier shares an emotional goodbye, 1917

Documents
anz convertible preference shares (cps) · 2008. 10. 3. · anz convertible preference shares (cps) prospectus for the issue of ANZ coNvertible prefereNce shAres (cps) to rAise $1

anz convertible preference shares (cps) · 2008. 10. 3. · anz convertible preference shares (cps) prospectus for the issue of ANZ coNvertible prefereNce shAres (cps) to rAise $1

Documents
unityfoods.pk375,000,000 ordinary right shares of PKR 10/- each at a price of PKR 10/- per share sin proportion of 221.83 ordinary right shares for every 100 ordinary shares held

unityfoods.pk375,000,000 ordinary right shares of PKR 10/- each at a price of PKR 10/- per share sin proportion of 221.83 ordinary right shares for every 100 ordinary shares held

Documents
How to buy and sell shares - ASX · Course 5: How to buy and sell shares Course 5 How to buy and sell shares . Topic 1: Buying and selling shares

How to buy and sell shares - ASX · Course 5: How to buy and sell shares Course 5 How to buy and sell shares . Topic 1: Buying and selling shares

Documents
LECTURE 8 (Updated) SHARES AND DEBENTURES Assistant Professor Wee Meng · PDF file · 2014-10-20SHARES AND DEBENTURES Assistant Professor Wee Meng Seng . PART A BAR COURSE 2014

LECTURE 8 (Updated) SHARES AND DEBENTURES Assistant Professor Wee Meng · PDF file · 2014-10-20SHARES AND DEBENTURES Assistant Professor Wee Meng Seng . PART A BAR COURSE 2014

Documents
IoTBusiness & Partnership Opportunities in Japan · 2016-10-25 · 100% voting shares. 66.6% voting shares. 54.2% voting shares. Other Ⓒ2016 NTT DOCOMO USA, Inc. ... and advice

IoTBusiness & Partnership Opportunities in Japan · 2016-10-25 · 100% voting shares. 66.6% voting shares. 54.2% voting shares. Other Ⓒ2016 NTT DOCOMO USA, Inc. ... and advice

Documents
Property shares property or shares

Property shares property or shares

Documents
6HHGLQJ (QHUJLHV...2019, and therefore the balance at the date this report is issued totals 18,256 shares. - Mr. Francesco Starace: 10 shares. - Mr. José Bogas Gálvez: 2.374 shares

6HHGLQJ (QHUJLHV...2019, and therefore the balance at the date this report is issued totals 18,256 shares. - Mr. Francesco Starace: 10 shares. - Mr. José Bogas Gálvez: 2.374 shares

Documents
No. 3589905 THE COMPANIES ACTS 1985, 1989 and 2006 … · 6. shares 6 7. uncertificated shares 7 8. share certificates 8 9. share offers 9 10. lien on shares 13 11. calls on shares

No. 3589905 THE COMPANIES ACTS 1985, 1989 and 2006 … · 6. shares 6 7. uncertificated shares 7 8. share certificates 8 9. share offers 9 10. lien on shares 13 11. calls on shares

Documents
PFI 831 Prosp 497 050217 - Principal · PDF filePRINCIPAL FUNDS, INC. (“PFI”) Class A Shares Class C Shares Class J Shares Class P Shares Institutional Class Shares Class R-1 Shares

PFI 831 Prosp 497 050217 - Principal · PDF filePRINCIPAL FUNDS, INC. (“PFI”) Class A Shares Class C Shares Class J Shares Class P Shares Institutional Class Shares Class R-1 Shares

Documents
Lauren’s Stocks€¦ · Ralph Lauren 11% Nordstrom 12% 31% Disney 38% Disney Smuckers Nordstrom Ralph Lauren Nestle Started with $9,978.06 30 shares 10 shares 45 shares 20 shares

Lauren’s Stocks€¦ · Ralph Lauren 11% Nordstrom 12% 31% Disney 38% Disney Smuckers Nordstrom Ralph Lauren Nestle Started with $9,978.06 30 shares 10 shares 45 shares 20 shares

Documents
Bruce acacio shares top 10 most amazing beaches in the world

Bruce acacio shares top 10 most amazing beaches in the world

Travel
Motilal Oswal MOSt Shares M50 ETF (MOSt Shares … Oswal MOSt Shares M50 ETF (MOSt Shares M50) (An open ended Exchange Traded Fund) Offer for Units having face value of Rs. 10/- per

Motilal Oswal MOSt Shares M50 ETF (MOSt Shares … Oswal MOSt Shares M50 ETF (MOSt Shares M50) (An open ended Exchange Traded Fund) Offer for Units having face value of Rs. 10/- per

Documents
Fertoz Additional Slides · 2020. 10. 19. · 4 Shares and Options Total shares on Issue 45,009,595 Escrowed Shares 2,855,367 Total options 10,615,384 Cash and Value Cash at 31 October

Fertoz Additional Slides · 2020. 10. 19. · 4 Shares and Options Total shares on Issue 45,009,595 Escrowed Shares 2,855,367 Total options 10,615,384 Cash and Value Cash at 31 October

Documents
Basic Investment Course - Johannesburg Stock Exchange · PDF filePage 3: Basic Investment Course Unit 2: Dividends Unit 3: Why should I invest in shares? Unit 4: What shares should

Basic Investment Course - Johannesburg Stock Exchange · PDF filePage 3: Basic Investment Course Unit 2: Dividends Unit 3: Why should I invest in shares? Unit 4: What shares should

Documents
Taxation of Shares & SecuritiesTaxation of Shares & Securities- … · 2017. 10. 17. · • MOA/AOA - Avg. holding period • Group companies - Promoters • No. of script - Genuineness

Taxation of Shares & SecuritiesTaxation of Shares & Securities- … · 2017. 10. 17. · • MOA/AOA - Avg. holding period • Group companies - Promoters • No. of script - Genuineness

Documents
Ortin Laboratories Limited Of...VI-L shall issue 52 equity shares of Rs.10/- each for every 100 equity shares of Rs.10/- each to the shareholders for the shares held in OLL before

Ortin Laboratories Limited Of...VI-L shall issue 52 equity shares of Rs.10/- each for every 100 equity shares of Rs.10/- each to the shareholders for the shares held in OLL before

Documents
Offer for Sale of Shares - Lalpir, Pakistanlalpir.com/finance/pdf/1.pdf · 2014-03-27 · offer for sale of shares the present offer consists of 37,208,000 ordinary shares (10% of

Offer for Sale of Shares - Lalpir, Pakistanlalpir.com/finance/pdf/1.pdf · 2014-03-27 · offer for sale of shares the present offer consists of 37,208,000 ordinary shares (10% of

Documents
Identification of Random Resource Shares in Collective … · 2017. 10. 27. · Identification of Random Resource Shares in Collective Households Without Preference Similarity Restrictions

Identification of Random Resource Shares in Collective … · 2017. 10. 27. · Identification of Random Resource Shares in Collective Households Without Preference Similarity Restrictions

Documents
FREQUENTLY ASKED QUESTIONS RIGHTS ISSUE OF EQUITY SHARES … · 10. What are the details of the Issue? Equity Shares being offered by the Company 1,33,92,663 Equity Shares Issue Size

FREQUENTLY ASKED QUESTIONS RIGHTS ISSUE OF EQUITY SHARES … · 10. What are the details of the Issue? Equity Shares being offered by the Company 1,33,92,663 Equity Shares Issue Size

Documents