EQUITY SECURITIES

FIN5EQS

2014

Credit points: 15

Subject outline

After completing this subject, students should be able to undertake the investment research, financial analysis and equity valuation necessary to estimate the value of an 'industrial' stock and to define an investment strategy in respect of such a stock. As such, students should have acquired the equity valuation knowledge and skills required of CFA Levels 2 and 3. Students will have the opportunity to develop the skills necessary to work as an effective member of a team as well as to enhance their independent and collaborative learning skills. Finally, students will consider the ethical issues associated with undertaking investment research.

FacultyFaculty of Business, Economics and Law

Credit points15

Subject Co-ordinatorDoureige Jurdi

Available to Study Abroad StudentsYes

Subject year levelYear Level 5 - Masters

Exchange StudentsYes

Subject particulars

Subject rules

PrerequisitesN/A

Co-requisitesN/A

Incompatible subjectsN/A

Equivalent subjectsN/A

Special conditionsN/A

Readings

Resource TypeTitleResource RequirementAuthor and YearPublisher
ReadingsEquity Asset: Valuation (2nd edition)PrescribedPinto, J. W., E. Henry, T.R. Robinson, and Stowe, J.D.JOHN WILEY & SONS: NEW JERSEY, 2010

Subject options

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Start date between: and    Key dates

Melbourne, 2014, Semester 1, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorAngela Lou

Class requirements

Lecture Week: 10 - 22
One 2.0 hours lecture other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Tutorial Week: 10 - 22
One 1.0 hours tutorial other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Assessments

Assessment elementComments%
eight workshop team tasksThe equivalent of 1,000-words per student for the ten tasks in total30
one 3-hour final examinationHurdle requirement: Students must achieve at least 50% in the final examination as well as a total of 50% in the sum of the marks for all assessment tasks to pass the unit.50
one 30-minute quiz10
teamwork taskSelf-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required10

Melbourne, 2014, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDoureige Jurdi

Class requirements

Lecture Week: 31 - 43
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Tutorial Week: 31 - 43
One 1.0 hours tutorial other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Assessments

Assessment elementComments%
eight workshop team tasksThe equivalent of 1,000-words per student for the ten tasks in total30
one 3-hour final examinationHurdle requirement: Students must achieve at least 50% in the final examination as well as a total of 50% in the sum of the marks for all assessment tasks to pass the unit.50
one 30-minute quiz10
teamwork taskSelf-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required10

Melbourne, 2014, Summer semester, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorJae Kim

Class requirements

Seminar Week: 02 - 07
Twelve 3.0 hours seminar per study period on weekdays during the day from week 02 to week 07 and delivered via face-to-face.
"Students will be required to attend classes as timetabled January 6 - 17, February 3 - 14. There will be no classes in the middle two week of the study period."

Assessments

Assessment elementComments%
eight workshop team tasksThe equivalent of 1,000-words per student for the ten tasks in total30
one 3-hour final examinationHurdle requirement: Students must achieve at least 50% in the final examination as well as a total of 50% in the sum of the marks for all assessment tasks to pass the unit.50
one 30-minute quiz10
teamwork taskSelf-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required10