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This intensive program is designed to equip practitioners in the capital markets sector with advanced knowledge and skills in equity research and analysis. Over the program of three days, participants will learn how to analyze financial data, evaluate companies, and develop research-based investment strategies. The program covers both fundamental and technical analysis techniques, including discounted cash flow (DCF) valuation and comparable company analysis (Comps). Additionally, it focuses on financial modeling and market trend evaluation to enable participants to make accurate investment decisions. Through practical case studies and interactive exercises, participants will gain the ability to prepare professional equity research reports and deliver data-driven investment recommendations.
Capital Market
أبحاث جهة البيع
الاستشارات المالية +2
أبحاث جهة البيع
الاستشارات المالية
إدارة المحافظ/ الصناديق
تحليل التصنيف الائتماني
Trading and Investment
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Other
Portfolio and Fund Analys...
Research Investment Speci...
Financial Analysts
Financial Advisors
+1Portfolio and Fund Analysts
Research Investment Specialists
Financial Analysts
Financial Advisors
Credit Rating 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.
Self Learning
Module 1: Fundamentals of Equity Research
Module 2: Industry
Module 3: Financial Statement Analysis
Module 4: Discounted Cash Flow (DCF) Valuation
Module 5: Comparable Company Analysis (Comps)
Module 6: Precedent Transactions Analysis
Module 7: Technical Analysis in Equity Markets
Module 8: Building Financial Models for Equity Valuation
Module 9: Equity Research Report Writing
Module 10: Case Study: Equity Research in Practice
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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