Dokuz Eylül University Information Package / Courses Catalog

Description of Individual Course Units

Course Unit Code	Course Unit Title	Type Of Course	D	U	L	ECTS
FIN 4244	SECURITY ANALYSIS APPLICATIONS	ELECTIVE	3	0	0	5

Offered By

BUSINESS ADMINISTRATION

Level of Course Unit

First Cycle Programmes (Bachelor's Degree)

Course Coordinator

PROFESSOR DOCTOR MÜBECCEL BANU DURUKAN SALI

Offered to

BUSINESS ADMINISTRATION

Course Objective

The objective of this course is to provide an overview of fundamental and technical analysis concepts and the real life applications.

Learning Outcomes of the Course Unit

1	Identify a broad range of fundamental and technical analysis concepts, procedures and uses (Level 1).
2	Analyze the trends in an industry in order to select an appropriate industry for financial investment decisions (Level 2).
3	Interpret the financial statements, proxy statements and annual reports of companies in order to find clues for investment (Level 2).
4	Analyze the trends in the financial markets in order to profit from the positions in those markets (Level 4).
5	Construct portfolios through the use of technical analysis tools like moving averages and charts (Level 3).

Mode of Delivery

Face -to- Face

Prerequisites and Co-requisites

FIN 2002 - BUSINESS FINANCE

Recomended Optional Programme Components

None

Course Contents

Week	Subject	Description
1	Introduction
2	Introduction to Fundamental and Technical Analysis
3	Introduction to Fundamental Analysis
4	Fundamental Analysis (PEST and SWOT)
5	Fundamental Analysis (Financial Statements and Valuation Methods)
6	Fundamental Analysis (Financial Statements and Valuation Methods)
7	Fundamental Analysis (Net Working Capital, Net Present Value, WACC)
8	Fubndamental Analysis (Corporate Valuation)
9	Fundamental Analysis (Benchmark Comparison and Composite Price)
10	Fundamental Analysis (Reporting)
11	Technical Analysis
12	Technical Analysis
13	Presentations
14	Review

Recomended or Required Reading

Open education resources will be announced as topics are covered.

Planned Learning Activities and Teaching Methods

1. Lectures
2. Solving the assigned cases and problems

Assessment Methods

SORTING NUMBER	SHORT CODE	LONG CODE	FORMULA
1	MT	Midterm
2	ASS	Assignment
3	FN	Final
4	FCG	FINAL COURSE GRADE	MT * 0.35 +ASS * 0.25 + FN * 0.40
5	RST	RESIT
6	FCGR	FINAL COURSE GRADE (RESIT)	MT * 0.35 + ASS * 0.25 + RST * 0.40

*** Resit Exam is Not Administered in Institutions Where Resit is not Applicable.

Further Notes About Assessment Methods

PESTEL and SWOT Analysis (15 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Company information (10 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Estimated Financial Statements and assumptions (15 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Calculation of WACC and assumptions (15 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Valuation: Discounted CF analysis and Multiples (15 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Technical Analysis (10 points)
This particular element is absent or falls short of expectations, and /or it is completely out of place within the given context. Poor (0%)
This particular element is somewhat absent and does not entirely fit the context. Fair (40%)
This particular element is developed satisfactorily and fits the context at an acceptable standard. Good (60%)
This particular element is developed in a good and professional way and fits into the context. Very good (80%)
The way this particular element is developed is noteworthy and fits perfectly into the context. Excellent (100%)
Report Format and Presentation (20 points)
This particular element is absent or falls short of expectations, and

Assessment Criteria

1. The learner will identify investment clues through the analysis of industry trends and firm-specific information.
2. The learner will determine the trends in stock markets, derivative markets and foreign exchange markets.
3. The learner will apply technical analysis tools to make profits from investments.
4. The learner will analyze the chart patterns in a market.
5. The learner will identify buy/hold/decisions on a specific stock through the use of technical analysis indicators.

Language of Instruction

English

Course Policies and Rules

1. Attending at least 70 percent of the lectures is mandatory.
2. Violations of plagiarism of any kind will result in a disciplinary action.

Contact Details for the Lecturer(s)

banu.durukan@deu.edu.tr

Office Hours

To be announced

Work Placement(s)