COURSE UNIT TITLE

: INVESTMENT ANALYSIS

DEGREE PROGRAMMES

Description of Individual Course Units

Course Unit Code Course Unit Title Type Of Course D U L ECTS
UAT 4076 INVESTMENT ANALYSIS ELECTIVE 3 0 0 5

Offered By

International Trade

Level of Course Unit

First Cycle Programmes (Bachelor's Degree)

Course Coordinator

ASSISTANT PROFESSOR NEHIR BALCI

Offered to

International Trade

Course Objective

This course aims to introduce the students to the investment process, risk and return calculations, investment in and valuation of common stock, bond, derivatives and hybrid securities, efficient market hypothesis and modern portfolio theory and management.

Learning Outcomes of the Course Unit

1   1. Students will be able to describe the investment environment pointing out types of financial markets and instruments, and sources of financial information.
2   2. Students will be able to Select forwards, futures, options, warrants and convertibles in order to use them in investing activities.
3   3. Students will be able to employ basic portfolio management tools and strategies in order to monitor and modify portfolios.
4   4. Students will be able to calculate the value of basic securities pointing out the determinants of value and their relationships.
5   5. Students will be able to appraise risk and return characteristics of investment assets using spreadsheet applications in order to select them for investment.
6   6. Students will be able to construct an optimal two-asset portfolio, applying portfolio and capital market theories using spreadsheet applications.in oral and written manner.

Mode of Delivery

Face -to- Face

Prerequisites and Co-requisites

None

Recomended Optional Programme Components

None

Course Contents

Week Subject Description
1 Securities Markets and Efficient Mkt Hypothesis
2 Sources of Information
3 Measures of Return
4 Measurement of Risk
5 Portfolio Theory
6 Capital Market Theory
7 Midterm exam
8 Portfolio Management
9 Portfolio Management
10 Common Stock and Its Valuation
11 Bond and its Valuation
12 Forwards and Futures
13 Stock Options
14 Warrants and Convertibles
15 Warrants and Convertibles
16 Final exam
17 Final exam

Recomended or Required Reading

1. CIVELEK, M. A. & DURUKAN M. B., (2011), Investments, 3rd ed., EFIL Publications, Ankara.
2. Borsa Istanbul A.Ş., Yatırımcılar için Borsa Istanbul, Nisan 2014. (www.borsaistanbul.com)
3. Borsa Istanbul A.Ş., Cevaplarla Borsa ve Sermaye Piyasası, Nisan 2014. (www.borsaistanbul.com)
4. CRABB, P. R., (2003), Finance and Investments Using The Wall Street Journal, McGraw-Hill Irwin, NY.

Planned Learning Activities and Teaching Methods

Lecture by instructor, class discussion conducted by instructor, problem solving or case studies, question and answer teaching method

Assessment Methods

SORTING NUMBER SHORT CODE LONG CODE FORMULA
1 MTE MIDTERM EXAM
2 FIN FINAL EXAM
3 FCG FINAL COURSE GRADE MTE * 0.40 + FIN * 0.60
4 RST RESIT
5 FCGR FINAL COURSE GRADE (RESIT) MTE * 0.40 + RST * 0.60


Further Notes About Assessment Methods

None

Assessment Criteria

Skill in analysis, synthesis and critical thinking; skill in problem solving; skill in application via midterm and final exams

Language of Instruction

Turkish

Course Policies and Rules

The Regulation of Dokuz Eylul University on Education and Examination in Associate's and Bachelor's Degrees
The Codes of Practice of School of Applied Sciences on Education and Examination

Contact Details for the Lecturer(s)

e-mail adress of the lecturer

Office Hours

Lecture day, between the hours of 12:30-13:00

Work Placement(s)

None

Workload Calculation

Activities Number Time (hours) Total Work Load (hours)
Lectures 14 3 42
Preparations before/after weekly lectures 13 3 39
Preparation for midterm exam 1 16 16
Preparation for final exam 1 18 18
Midterm 1 2 2
Final 1 2 2
TOTAL WORKLOAD (hours) 119

Contribution of Learning Outcomes to Programme Outcomes

PO/LOPO.1PO.2PO.3PO.4PO.5PO.6PO.7PO.8PO.9PO.10PO.11PO.12PO.13PO.14
LO.151345413111511
LO.251345413111511
LO.351345413111511
LO.451345413111511
LO.551345413111511
LO.651345413111511

CONTACT INFORMATION
Dokuz Eylül Üniversitesi Cumhuriyet Bulvarı No: 144 35210 Alsancak / İZMİR
Phone: +90(232) 412 12 12 - Fax: +90 (232) 464 81 35

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