The Value Investor
Course Overview - The Value Investor
SMM certified fundamental analysis course is the must-do program for long term investors. After studying all the market segments, one should analyze the market and identify the right stock and right opportunity to buy or sell to earn a good profit. By only mastering technical analysis one should not start trading, understanding of fundamental analysis is similarly a necessity to research the market as in today’s market we see that investment and finance ministry banking supervisory and other financial organizations of the government, businesses release the data on weekly, monthly, half yearly or yearly basis and we recognize that this information makes a huge influence on the stock market, also the developments or news of any major event will make a huge bearing on currency/forex market and because the currency remains directly correlated to many things that’s why we observe major up and down in share market in both Indian market and every market of the world.
Certification
Fundamental Analysis Certification from SMM,CERTIFICATES OF NCFM Modules
Level
Beginner/Intermediate
Study Mode
Online(Live Zoom sessions) or Offline @ Bengaluru
Time Span
1
Days
Students Enrolled
0
+
CAGR
0
%
Main Features of Our Courses
- E-learning and offline sessions led by Mr. Rohit with eight-plus years of domain experience.
- The course includes the equity cash market and research analysis.
- All these are with live market sessions – held on one of the weekdays, it will be informed prior
- You can repeat the same sessions in the next batch*
- Live Market Support and consultation on trades after the course
- Flexible with time and days
- Unlimited doubt-clearing sessions after the course on an appointment basis
- Access to study material for 6 months
- Master Fundamental Analysis in two months
- Working on the real impact of data, news, and effect on the stock market.
- Learn to correlate the news or influence of the news or data in stock inclination.
- Maximum 5 students in a batch.
- Assistance to generate own calls by analysis of the market and news.
- Become certified from SMM institute on fundamental analysis
- Candidates seeking a Job as an analyst
- Experts working in broking businesses, research partnerships, or banks
- Individuals who want to invest in the stock market
Detailed Cirruculum - The Value Investor
Introduction To The Stock Market
- Asset class and types
- Types/Segments of Financial Markets
- Basics of Trading Platform
- Choosing the right broker
- Discount Broker vs Full-time service broker
- Introduction to Trading Platform Stock Exchanges
- Depositories and their role
- Market Timings
- Equity Trading
- Currency Trading
- Commodities Trading
- Types of Trading and Investing
- Market cycles
- Market circuit limits
- Indices and their types
- Indices applications
- Passive Investing
- IPO and process of IPO
- Types of orders
- CAGR vs Absolute returns
- ETF vs Mutual Fund
- Charts Intro and Types
Corporate Actions and their Impact
- Bonus Issue
- Stock Splits
- Buyback of shares
- Rights Issue
- Dividends
Fundamental Analysis: An introduction
- What is fundamental analysis? Why is fundamental analysis relevant for investing? – Efficient Market Hypothesis (EMH), Arguments against EMH, Does fundamental analysis work? Steps in Fundamental Analysis
- Concept of “Time value of Money” Interest Rates and Discount Factors – Opportunity cost, Risk-Free Rate, Equity Risk Premium, The Beta, Risk Adjusted Return (Sharpe Ratio)
Financial Ratios
-
Profitability Ratios
- EBITDA Margin
- PAT Margin
- Return on Equity (ROE)
- Return on Asset (ROA)
- Return on Capital Employed Leverage Ratios
- Interest Coverage Ratio
- Debt to Equity Ratio
- Debt to Asset Ratio
- Financial Leverage Ratio Valuation Ratios
- Price to Sales (P/S) Ratio
- Price to Book Value (P/BV) Ratio and Price to Earnings (P/E) Ratio Operating Ratios
- Fixed Assets Turnover Ratio
- Working Capital Turnover Ratio
- Total Assets Turnover Ratio
- Inventory Turnover Ratio
- Inventory Number of Days
- Receivable Turnover Ratio
- Days Sales Outstanding (DSO)
Understanding Financial Statements
- Where can one find financial statements – The Director’s Report, The Auditor’s Report, Financial Statements: Balance Sheet, Income Statements, Schedules and Notes to the Accounts, Cash Flow Statement
- Financial Statement Analysis and Forensic Accounting
- Comparative and Common-size financial statements
- Financial Ratios
- Du-Pont Analysis
- Cash Conversion cycle
- The Satyam case and need for forensic accounting
Valuation Methodologies
- Top-Down valuation (EIC Analysis) – Economy, Industry, Company
- Discounted Cash Flow (DCF) Models
- Dividend Discount Model (DDM)
- Free Cash Flow to Firm (FCFF) and Free Cash Flow to Equity (FCFE) based DCF
- Sum of the parts (SOTP)
- Price-to-Earnings (PE) ratio.
- Price to Book Value PB Ratio.
- EV/ EBITDA
- Price to Sales (P/S) Ratio
- Special cases of valuation – IPOs, Financial Services firms, Net interest mar with in (NIM), Firms negative cash flows, Acquisition valuation, Distressed companies