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

01. Explain the conceptual basis of methodologies used to value a listed company shares
02. Analyse the financial statements of a company for the purpose of valuation
03. Analyse the competitive nature of an industry
04. Estimate inputs required to apply the appropriate valuation methods
05. Demonstrate the skills of a financial analyst, to research, analyse and evaluate the intrinsic value of a public and private company, using appropriate digital tools and information services
06. Present, in written and oral form, the intrinsic valuation of a company, and your investment advice in respect of the company's financial securities.
07. Develop the skills required to work effectively as a member of a team
08. Analyse and resolve ethical issues raised by the investment research process.

Subject options

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Start date between: and    Key dates

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 elementCommentsCategoryContributionHurdle% ILO*

One hour formative examination Broadly equivalent to 500 words.

N/AOther written examIndividualNo10 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%)

N/AOral presentationGroupNo30 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.

N/AOral presentationIndividualYes50 SILO1, SILO2, SILO3, SILO4, SILO5, SILO6

Online and/or in-class formative assessment tasks 500-words equivalent

N/AOtherIndividualNo10 SILO1, SILO2, SILO3, SILO7, SILO8