Objectives:

• Develop participants’ knowledge and analytical skills in Fundamental Analysis.
• Enhance understanding of key financial concepts and corporate financial statements.
• Enable participants to evaluate corporate performance using fundamental indicators and ratios.
• Strengthen the ability to assess intrinsic value and growth potential of companies.
• Equip professionals with practical techniques for informed and strategic stock selection.
• Improve decision-making capability in equity investment based on fundamental insights.

Program Mode: Physical & Virtual

Program Contents:

• Macro Analysis: Introduction to Fundamental Analysis; Quantitative Analysis & Qualitative Analysis; Top-Down Approach & Bottom-Up Approach; Assumption of Fundamental Analysis; Drawbacks of Fundamental Analysis; Key Economic Variables.
• Macro-Economic Framework and Industry Analysis: Industry Characteristics / Factors; Why do analysts conduct an industry analysis; Industry life cycle analysis; Structural Economic Change & alternative Industries; Porter’s five forces model; Business cycle and sector rotation; S-C-P analysis; Estimating industry rate of return’.
• Company Analysis: Generic business level strategies and strategic groups; Cornerstones of core competences; SWOT analysis; Assessment of risk and estimating cost of capital; Growth Companies, Growth Stocks; Analysis of Growth Companies and determinants of firm’s Growth; Growth duration model; Defensive Companies and Stocks; Speculative Companies and Stocks; DuPont Analysis.
• Valuation fundamentals – methods: Understand the implications of growth; profit margin; ROA; RoE and Risk in the stock valuation (Absolute valuation techniques – cash flow based: Dividend discount model, Free cash flow to firm model, Free cash flow to equity model & Estimating market price to be perceived by the market using relative valuation technique: P/E ratio, P/BV ratio, P/CF ratio, P/Sales ratio).
• Case Studies

Target Audience from:

• Fund & Asset Managers,
• Investment Analysts
• Listed Companies
• Custodians
• Market Makers
• Merchant Banks
• Credit Rating Agencies
• Risk Managers
• TREC Holder Companies (Stock Brokers & Dealers)
• Banks, NBFIs, Insurance Companies & Mutual Funds
• Professionals from public and private finance-related institutions
• Individuals/ General Investors

Resource

• Practitioner, Academician and prominent experts in the field of Capital Market.

Duration & Timing

• 4 - day
• 03:00 - 05:00 pm

Venue

• DSE Training Academy, DSE Tower (level-13), Plot # 46, Road # 21, Nikunja - 02, Dhaka – 1229.

Fees

• Tk 4,000/- (excluding all taxes) per participant inclusive of course material, tuition fees & refreshment.

• Google Registration Form

• Manual Registration Form
• Program Schedule