Fundamental and Technical Analysis – Making Investments Work

Stock Analysis Course

Understanding Fundamental and Technical Analysis course equips participants with the professional knowledge of Fundamental and Technical Analysis, coupled with practical skills in devising investment strategies and proper portfolio management techniques.

Course Title

Making Investments Work

Course Objectives

• Equip participants with the professional knowledge of Fundamental and Technical Analysis
• Equip participants with practical skills in devising investment strategies and proper portfolio management techniques
• Enable participants to provide quality sales support and financial advice to their customers

Course Content

Introduction to Equities Investment

Participants will understand how financial market ecosystem works and the impact of market trends, events and technology advancements in shaping the financial markets.

Fundamental Analysis

To determine a company’s intrinsic value and relate to market price of securities and maintain awareness of major industry trends that may potentially impact company’s performance.

Technical Analysis

To determine the existence and strength of trends to forecast future price movements and market positions to take while understanding key price entry/exit principles.

Behavioural Finance

To understand how individual irrational financial decisions can impact on investment decisions and performance of investments.

Complete Equities Investment System

To derive a process in making rational investment decisions through understanding of individual investment objective with active risk management and accounting techniques.

Investment refers to an investor who invests a certain amount of money in the current period with the expectation of a future return that should be compensated:

(1) The time when the investment funds are occupied;

(2) The expected rate of inflation;

(3) Uncertainty of future earnings.(CFA definition)

The investment activities of enterprises are clearly divided into two categories:

(1) To lay the foundation for internal expansion of reproduction, that is, cash paid for the purchase and construction of fixed assets, intangible assets and other long-term assets;

(2) External expansion, that is, cash paid for external equity and creditor’s rights.

Investment in China

1. Property.A lot of people are investing in real estate, and one family is buying a house and waiting for it to appreciate in value.

2. Bonds.Bonds have national debt, financial bonds, corporate bonds.It’s less risky than stocks, but it’s also less profitable.You can compound interest.National debt is a lot of people can not buy, good credit, interest rates, small risk is known as “gilt”.The financial bond risk is relatively high, the corporate bond risk is the highest, the highest yield.

3. Stocks.China’s stock market dropped from more than 6,000 in 2008 to more than 2,000 in 2011, and the economy grew while the stock did not rise. Petrochina was such a great company, and its stock was not good either. Buffett made 3.5 billion dollars from petrochina and then gorgeously exited.Some people say that China’s stock market is like Japan’s. It will never rise to the top again and will only hover around 3000.It may have something to do with the powerful power of the Chinese government.Then there is the Chinese people’s fear of conformity.

4. Precious metals.It has been hot in recent years.In the face of the financial crisis, the European debt crisis, too many destabilizing factors in the world, and the severe inflation in China, many people have turned to gold, a material that is universal in value and stable in value.Banks have many gold products, such as gold bars, paper gold, gold T+D.Many people also do overseas gold through some channels, but it is likely to encounter a black platform, the money was the platform of the company to all pit away.The only recognized gold exchange in China is the Shanghai Gold Exchange.China’s hot investment is silver, less investment, gold more capital requirements.

5. Fund.A fund is a sum of money established for a certain purpose.It mainly includes trust investment funds, provident funds, insurance funds, pension funds, funds of various foundations.The fund that people says commonly basically is to point to negotiable securities investment fund.

6. Bank short-term financial products.Over the course of a few days and months, annualized returns are expected to be around 5%.But this is “annualized.”It is more suitable for companies or individuals with short-term large amount of idle funds.

7. Trust.At least 1 million, suitable for people with more money.

Collection of coins and antiques.There is a certain amount of revenue, but it may last a long time and the revenue is not guaranteed.

9. Private lending.At present, some institutions do private lending, and the yield may be around 5%.

Short-term investment refers to the investment that can be realized at any time and is not to be held for more than 1 year (including 1 year), including stocks, bonds, funds, etc.