Coming soon
Security Analysis
The course will enable the students to equip students with essential skills in valuation, fundamental and technical analysis for informed investment decisions, and effective security analysis.
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Course
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Learning outcome (at course level) |
Learning and Teaching Strategies |
Assessment Strategies |
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Course Code
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Course Title |
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24SBFS201 |
Security Analysis (Theory)
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CO67 Investigate various methods used to calculate the world’s stock indices. CO68 Examine and evaluate different investment alternatives in the market and their peculiar features. CO69 Apply different valuation models to evaluate fixed-income securities, stocks, etc. to manage investment risks. CO70 Critically evaluate information on securities, formulating and presenting well-reasoned conclusions based on Fundamental analysis. CO71 Analyze daily stock price movement through different charting patterns to make investment decisions. CO72 Contribute effectively in course-specific interaction |
Approach in teaching: Blended Learning, Collaborative approach, Interactive Lectures, Discussion, Group Projects, PowerPoint presentation.
Learning activities for the students: Self-learning assignments, Seminar presentations, Case Study Analysis, Brainstorming activities
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Class tests, CA Test, Semester end examinations, Quiz, Evaluation of student Presentations,
Evaluation of Individual and group projects,
Assessment of Project Reports and viva voce. |
Concept, Usefulness,
• Computation of Stock Indices,
• Segments.
• Major stock indices of India & world
• Participants in the Securities Market
Types-Debt and Equity, Shares and their characteristics – Various forms of equity capital, Hybrid Securities (Income cum Growth), Bonds
• Do's and Don'ts for investors
• Valuation of equity,
• Valuation of Debts and Bonds
• Time Value of Money: simple interest, compounding and discounting: Computation of Future value and Present value ( single cash flow and annuity)
• Meaning,
• Need of Fundamental Analysis,
• Top Down Analysis (EIC Analysis)
• Understanding annual report: Parts of annual report, Reading an annual report, Director’s report
• Basic Assumption,
• Strengths & Weaknesses of Technical Analysis,
• Candle Charts( one candle, two candles and Three candle charts),
• Pattern- Support and Resistance lines and its importance;
• Head and Shoulders, ;Double top and double bottom;
• Major indicators & oscillators.
• Dow Theory and Elliot Wave Theory
• Efficient Market Hypothesis
• Market Anomalies
1. Agarwal M.R. , Security Analysis and Portfolio Management -Garima Publications.
2. Donald E. Fisher & Ronald J. Jordan, Security Analysis and Portfolio Management, Prentice Hall of India, 2003.
3. Bhalla V.K., Investment Management, 7th Edition, S. Chand & Co., New Delhi, 2000.
4. Gordon J. Alexander, William F. Sharpe & Jeffery V. Bailey, Fundamentals of Investments, Prentice Hall, India, 2003 edition.
5. Preetam Singh, Investment Management, 9th edition, Himalaya Publishing House, New Delhi 2000.
6. NCFM Module
1. Levi D, Maurice, International Finance, Routledge.
2. Krugman, Paul R., Obstfeld, Maurice and Melitz, Marc, International Economics, Pearson Education.
3. Madura, Jeff, International Corporate Finance, South-Western/Cengage learning.
4. Eun, Cheol S. and Resnick, Bruce G., International Financial Management, Tata McGraw- Hill.
5. PUnithavathy Pandian, Security analysis & Portfolio Management, , Vikash Publication House.
e- Resources
1. https://in.investing.com/charts/stocks-charts
2. https://www.nseindia.com/
3. https://www.moneycontrol.com/
4. https://stockcharts.com/
5. Swayam Nptel portal,https://swayam.gov.in/explorer?searchText=financial+markets
6. National Digital Library
7. The Journal of Finance, https://onlinelibrary.wiley.com/journal/15406261
8. International Journal of Finance and Economics, https://onlinelibrary.wiley.com/journal/10991158
9. Directory OF Open Access Journals (OA)
10. Finance India, https://financeindia.org/
