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.
Faculty: Faculty of Business, Economics and Law
Credit points: 15
Subject Co-ordinator: Doureige Jurdi
Available to Study Abroad Students: Yes
Subject year level: Year Level 5 - Masters
Exchange Students: Yes
Subject particulars
Subject rules
Prerequisites: N/A
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: N/A
Special conditions: N/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Equity Asset: Valuation (2nd edition) | Prescribed | Pinto, J. W., E. Henry, T.R. Robinson, and Stowe, J.D. | JOHN WILEY & SONS: NEW JERSEY, 2010 |
Melbourne, 2014, Semester 1, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Angela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 element | Comments | % |
|---|---|---|
| eight workshop team tasks | The equivalent of 1,000-words per student for the ten tasks in total | 30 |
| one 3-hour final examination | Hurdle 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 quiz | 10 | |
| teamwork task | Self-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required | 10 |
Melbourne, 2014, Semester 2, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Doureige Jurdi
Class requirements
LectureWeek: 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.
TutorialWeek: 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 element | Comments | % |
|---|---|---|
| eight workshop team tasks | The equivalent of 1,000-words per student for the ten tasks in total | 30 |
| one 3-hour final examination | Hurdle 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 quiz | 10 | |
| teamwork task | Self-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required | 10 |
Melbourne, 2014, Summer semester, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Jae Kim
Class requirements
SeminarWeek: 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 element | Comments | % |
|---|---|---|
| eight workshop team tasks | The equivalent of 1,000-words per student for the ten tasks in total | 30 |
| one 3-hour final examination | Hurdle 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 quiz | 10 | |
| teamwork task | Self-motivated, collaborative learning of material for the final exam, with no additional assessment tasks required | 10 |