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(4.0/ 5) 5 Reviews
Master equity valuation, from in-depth financial analysis and DCF modeling to writing professional research reports with data-driven Buy/ Sell recommendations.
(4.0/ 5)
5 Learner Rating
صمم هذا البرنامج المكثف لتزويد الممارسين في قطاع الأوراق المالية بالمعارف والمهارات المتقدمة في البحث والتحليل في مجال الأسهم. على مدى ثلاثة أيام، سيتعلم المشاركون كيفية تحليل البيانات المالية، وتقييم الشركات، وتطوير استراتيجيات استثمارية قائمة على البحث، كما يغطي البرنامج أساليب التحليل الأساسي والتقني، بما في ذلك التدفقات النقدية المخصومة وتقييم وتحليل الشركات المماثلة. بالإضافة إلى التركيز على بناء النماذج المالية وتقييم الاتجاهات السوقية لاتخاذ قرارات استثمارية دقيقة. من خلال الحالات الدراسية العملية والتمارين التفاعلية، سيكتسب المشاركون القدرة على إعداد تقارير بحثية احترافية، وتقديم توصيات مدعومة بالبيانات.
Capital Market
Trading and Investment
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Other
Portfolio and Fund Analys...
Portfolio and Fund Analysts
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training-Online Training
Introduction to the core principles of equity research, focusing on how research supports investment decision-making
The equity research process: gathering data, building models, and presenting research reports
The role of equity research in the sell-side and buy-side
Key drivers of stock prices: earnings, growth, interest rates, and market sentiment
In Class Training-Online Training
Exploration of how industry analysis supports stock selection by assessing the competitive landscape and market dynamics Key frameworks: Porter’s Five Forces, SWOT analysis
Assessing industry growth potential and competitive positioning
Identifying opportunities and risks in different sectors (e.g., technology, healthcare, energy)
In Class Training-Online Training
In-depth session on analysing financial statements to assess a company’s financial health and performance
Income statement, balance sheet, and cash flow statement analysis
Key financial ratios: profitability, liquidity, leverage, and efficiency ratios
Identifying red flags and potential risks in financial statements
In Class Training-Online Training
Detailed exploration of the DCF valuation method, including how to forecast cash flows and calculate intrinsic value
Forecasting free cash flows (FCF) and projecting growth rates
Calculating the cost of capital (WACC) and discounting cash flows
Terminal value calculation: perpetuity growth model vs. exit multiple method
In Class Training-Online Training
Introduction to using comparable company analysis to value a company based on market multiples
Selecting appropriate valuation multiples
Identifying peer groups for comparison and market benchmarking
Adjusting for differences in size, growth, and profitability across companies
In Class Training-Online Training
Introduction to precedent transactions as a valuation tool, comparing historical transactions within a sector
Identifying relevant transactions and extracting key multiples
Calculating acquisition premiums and understanding control premiums
Applying transaction multiples to current company valuations
In Class Training-Online Training
Introduction to technical analysis and how short-term traders use price patterns and indicators to forecast market movements
Overview of technical indicators
Analyzing price charts and volume trends to identify trading signals
Support and resistance levels and how they influence short-term price movements
In Class Training-Online Training
Practical session on constructing financial models for equity valuation
Build models based on real or hypothetical company data
Creating assumptions for revenue, cost, and margin projections
Linking financial statements (income statement, balance sheet, and cash flow)
Building dynamic models for sensitivity analysis and scenario testing
In Class Training-Online Training
Practical session on structuring and writing professional equity research reports
Structuring an equity research report: executive summary, financial analysis, valuation, and recommendation
Crafting a clear investment thesis supported by data and analysis
Presenting valuation outcomes and risk factors to support buy/sell recommendations
In Class Training-Online Training
Participants will work through a real-world case study, applying the concepts learned in valuation, financial modelling, and report writing
Analysing company financials and building a valuation model
Developing an investment thesis and making a buy/sell/hold recommendation
Presenting findings and discussing risk factors with peers
Understand the foundations and methodologies of equity research and its role in supporting investment decisions on both sell-side and buy-side, including key stock price drivers.
Apply industry and competitive analysis frameworks (Porter's Five Forces, SWOT) to assess the competitive landscape and identify opportunities and risks across different sectors.
Conduct in-depth financial statement analysis and apply key financial ratios to assess financial health, profitability, and identify warning signals in companies.
Apply the three core valuation methodologies: Discounted Cash Flow (DCF), Comparable Company Analysis (Comps), and Precedent Transactions Analysis, including extracting valuation multiples and acquisition premiums.
Use technical analysis to read charts and identify trading signals, and build dynamic financial models for sensitivity analysis and scenario testing.
Prepare well-structured professional equity research reports with clear investment theses and data-driven recommendations, applying these skills to a real-world case study.
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