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FIN322 Industrial Equity Analysis

In this subject students learn about the analyst’s role and the tools used by the analyst, including methods used to value companies and formulate an investment opinion on a company. Students analyse industry sectors and company strategies and build a financial model.

This subject is designed for students who wish to specialise in equity analysis. It builds on previously acquired skills and techniques relating to financial analysis and valuation developed in Financial Analysis and Valuation (FIN103) and Fundamentals of Asset Valuation (FIN202). These skills will be developed further as you undertake analysis of equity securities currently traded in the market.

This subject contributes to the investment management and financial analysis majors.

For more information, please refer to the subject outline.

  • Learning outcomes
    • At the completion of this subject students should be able to:

      1. Explain the fundamental tools and critical information needed and the processes and practices used to analyse and report on a company and its industry.
      2. Explain the importance of industry positioning, competitive advantage and corporate strategy when analysing companies.
      3. Assess the impact of key quantitative and qualitative data on industrial equity stocks.
      4. Judge a company’s operational and financial performance via comparison with benchmarks and peer analysis.
      5. Construct a basic financial model of a company.
      6. Compose a report on the analysis of a company including financial ratio analysis.
      7. Evaluate key sectors within the industrial equities market, with a focus on the critical issues and key drivers of shareholder value.
  • Subject content
    • Topic Title
      Topic 1 The analyst’s world
      Topic 2 Analysing non-financial factors
      Topic 3 Building a basic financial model
      Topic 4 Introducing complexity to a financial model
      Topic 5 Equity market sectors
      Topic 6 Retail
      Topic 7 Health care
      Topic 8 Media
      Topic 9 Infrastructure
      Topic 10 Banking

  • Assessment
  • Prerequisites
    • Students enrolling in a Masters level elective subject are assumed to have the pre-requisite knowledge in the four core subjects (FIN101, FIN102, FIN103 and FIN114 (for students enrolled before 2014)).

      Kaplan recommends that you complete the following Kaplan subject (or have a thorough working knowledge of the content) prior to enrolling in this subject:

  • Course transition subject equivalence
    • Students who transition from a SIA/Finsia/Kaplan course and have completed the following subject within the course completion time frame may not also complete this subject:

      • E131 Industrial Equity Analysis
      • FIN222 Industrial Equity Analysis
  • Reading list
    • There are no prescribed texts for this subject.

      Details of any required and further readings for this subject are provided in the subject room.  Purchase of any text other than a prescribed text is not required.