EQUITY SECURITIES
FIN5EQS
2021
Credit points: 15
Subject outline
This subject provides you with the necessary skills required to undertake equity asset valuation tasks carried out in an investment management or brokerage environment. After completing this subject, you will be able to undertake equity research projects, conduct financial and industry analysis and provide valuation decisions and recommendations about listed equity securities. As such, you will have acquired the equity valuation knowledge and skills required of CFA Levels 1 and 2. Through lessons in our financial trading room, you will develop the skills necessary to work as an effective member of an investment research team, as well as to enhance your independent and collaborative learning skills. Finally, you will have the opportunity to consider ethical issues associated with undertaking investment research.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorMuhammad Al Mamun
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 5 - Masters
Available as ElectiveNo
Learning ActivitiesLectures, tutorials
Capstone subjectYes
Subject particulars
Subject rules
PrerequisitesBUS5IAF
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjectsN/A
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsN/A
Minimum credit point requirementN/A
Assumed knowledgeN/A
Readings
Equity Asset: Valuation
Resource TypePrescribed
Resource RequirementN/A
AuthorPinto, J. W., E. Henry, T.R. Robinson, and Stowe, J.D.
Year2015
Edition/Volume3rd edition
PublisherJOHN WILEY & SONS: NEW JERSEY
ISBN978-1-119-10426-1
Chapter/article titleN/A
Chapter/issueN/A
URLN/A
Other descriptionN/A
Source locationN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
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Melbourne (Bundoora), 2021, Semester 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorMuhammad Al Mamun
Class requirements
LectureWeek: 10 - 22
One 2.00 h lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 1.00 h tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One hour formative examination Broadly equivalent to 500 words. | Other written exam | Individual | No | 10 | SILO1, SILO2, SILO3, SILO4, SILO5 |
Group Assignment and Presentation Equivalent to 2000 words per student. (Note: Group written report graded for 20% and presentation and teamwork individually graded for 10%) | Oral presentation | Group | No | 30 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6, SILO7, SILO8 |
Two hour final examination Equivalent to 2000 words Hurdle requirement: Students must achieve at least 50% in the final examination. | Oral presentation | Individual | Yes | 50 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Online and/or in-class formative assessment tasks 500-words equivalent | Other | Individual | No | 10 | SILO1, SILO2, SILO3, SILO7, SILO8 |