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Subject overview

This subject has been discontinued; it will not be available for enrolment after Study Period 5, 2023.

This subject focuses on the role of an equity analyst and the tools and methods they use to prepare a broker’s report to value a given company. This includes discussion of financial models used in equity analysis, and then a detailed examination of equity analysis in different market sectors, including retail, health care, media, infrastructure, and banking. Individuals analyse these different industry sectors and the strategies of companies within them, and build a financial model to judge a company’s operational and financial performance.

This subject contributes to the investment analysis major.

For more information, please refer to the subject outline.

Subject information

Learning Outcomes

On successful completion of this subject, individuals should be able to:

  • Critically analyse the industry positioning, competitive advantage and corporate strategy of a company using fundamental tools, industry practices and research.
  • Determine the impact of key quantitative and qualitative data on industrial equity stocks.
  • Evaluate operational and financial performance of a company using industry standards benchmarks and peer analysis.
  • Construct a financial model of a company incorporating advanced financial modelling techniques.
  • Create a report on the analysis of a company performance, including financial ratios, that can be used to make investment decisions.
  • Evaluate key sectors within the industrial equities market, with a focus on the critical issues and key drivers of shareholder value.

 

Subject Content

TopicTitle
Topic 1The analyst's world
Topic 2Analysing non-financial factors
Topic 3Building a basic financial model
Topic 4Introducing complexity to a financial model
Topic 5Equity market sectors
Topic 6Retail
Topic 7Health care
Topic 8Media
Topic 9Infrastructure
Topic 10Banking

 

Reading list

There are no prerequisites for this subject. However, please review the Assumed Knowledge tab to understand the prior knowledge Kaplan Professional advises you should hold before enrolling in this subject.

Reading list

Assessments

Assessment TypeAssessedWeighting
Assignment 1Week 420%
Assignment 2Week 740%
ExaminationWeek 1240%

Previous study requirements

Duration

The duration of this subject is one study period 12 weeks.

Prerequisites

There are no prerequisites for this subject. However, please review the Assumed Knowledge tab to understand the prior knowledge Kaplan Professional advises you should hold before enrolling in this subject.

Assumed knowledge

Whilst there are no prerequisites for this subject, Kaplan Professional assumes that individuals have completed FIN203 Fundamentals of Equity Markets and FIN205 Business Valuation, or understand the content covered in those subjects, prior to undertaking FIN322 Industrial Equity Analysis.

Course transition subject equivalence

Individuals are not required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects within the course completion timeframe:

  • E131 Industrial Equity Analysis
  • FIN222 Industrial Equity Analysis