0% found this document useful (0 votes)
11 views10 pages

Fundamental Analysis of Securities

1) Fundamental analysis involves evaluating a security by examining related economic, financial, qualitative and quantitative factors to determine the company's intrinsic value. 2) The analysis attempts to study factors that can alert investors to a security's value, such as a company's financial statements, earnings growth, management quality, and industry outlook. 3) Both fundamental and technical analysis are used to evaluate securities, with the goal of predicting future price movements and finding stocks with long term growth potential.

Uploaded by

PRATHYUSHA V
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
11 views10 pages

Fundamental Analysis of Securities

1) Fundamental analysis involves evaluating a security by examining related economic, financial, qualitative and quantitative factors to determine the company's intrinsic value. 2) The analysis attempts to study factors that can alert investors to a security's value, such as a company's financial statements, earnings growth, management quality, and industry outlook. 3) Both fundamental and technical analysis are used to evaluate securities, with the goal of predicting future price movements and finding stocks with long term growth potential.

Uploaded by

PRATHYUSHA V
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Unit-3

Fundamtnlal analuysis
nched. ya_calualung a Secuwuily hy atemplinq ta
MLakure ilk inluinsic alue hs_euaTIining selattd
CCenenic Jinancial g sthtu qualilalie 4quanlilaive
aclens
a nalyats aliurpt h dludy uxehing ihat can alert
Stturilys alut
Thegoal is ta peduer ANalut:hat anisle Lom cenpane
_Secuils zueent puit.
se_ualseal data ta _euauate Secuih's ialus, ukedlyat any itr
eui

EA [Link] gives ansuenB_

t has a Slhenq pe To bcai ik Lempelilts_in Julure?


t abe [Link] dehls 2
,s kneudludgc obsnt Jimomk atthunling econamics
,

r e l e s
n
publit dala Such oB empany's halrical
,

cownings
amgntal yaclois qypedl inb 2.
Dali1 Capahls being
o uanlilal

wuoáund. or expussed, an
qwHi deum&d
Sns o quanlalkan dala imancial. am
Con mtabunt Hutue, pMauk, asuds

ualilalie: xdlatad. a hasud tn quaaj chavoden s, Samdting,


Qualila

elken spcd to ik Size t quanily


These ane Jangiblt: Jadies sumeunding biz
hxarnd -nuama gnilhitn, patenils ro pnepnidany teth, kay
CreuliJuakily heaud mimbes
Furndamantal sdnalysis ternaisks ai 3pavds
0Econemicamialysin
nhusny
ompany

0 Ecernernic Amalysis
Luenai Eeycaähog ii6apuaussdaliomplng fa
pLdiat hu Julia Lendilien the tcsney L6ig a
Lambimalítn inditalt

tdniouzs
0Ecomenis ndiralts
Vartahlte that psudit ha hilhna4 niancial or cenemia
Iends
Fscal laiy,Menulanydolicy
dadingmdit indicalbs oat i gng ta hapen in cnianyRsexun
ding_Indicale:
identalsheus thu cusount. slak 4wenemy([Link]át Kats
changes occun in lading 9 coinidenlal indicale rejlecls
laggingCea: Urunplayent nabe
CAte

Bikusibn Aempesile Tndicis


ma&ux the shsaath d biz syels mevmtnt Coponbenlen.
evidcs an _evowiao _econamio adivsly a a couny
nboducd lay Nalisnal [Link] Keseanch intbs

CEcenendkie meal
Te etccast dhe simaslale a uonemg
3 Tpes
OEndagensus Yariablsi: rvalue s detzsrined wtha madtlbase
l n then auiahlts
(n Exusgemsus -alus gien 6uthide thu merlel.4.
detrumins endegensus vaxiablta

SNIey : prxsen aenlat 4 quzslennoins n coilbeoleclid


m [Link] psdict ie pluss ecmsnút Scunos
Lactass
GpP

Tnteestnate
laa skucus
Beuupraphi faslu
Slalh 4 cenemy
Ga hudge
Junkage witld ueruny
Eteneru cosls

. .
Landusby analysis

biz_haseden i6 stages euth g daulina


Tnbueduthlien

E eth

nahinly
Becline

educlien2 tinselies dtielepmunt [Link]


a tu puadutISexuicr maskalina
hduly hamde fh he highly kagmintud.
o fashiipanb kunds A be wnpslnblk _bez ptndes Au
nLuud T_duelep g mochet thusaninp VU

GgdthLonkumeus in mu induisluy haun cemz urdauatand


hualut nun oing jdemand. gaes sapidy
0Miz pHACLsE8 AN2 mpxLRd, 4 gosounphical eapan~ien
Lermen

ataluwly : beging ul shakaeud pexied,duaving eh guath


2le, jecuk shitlk Ieusands capenke seduthen
malunily s achiused, harwiccsthertiy_become higher.
Lempeldlie landktope_beentzs mete clha.-
Beking mawkaHe_erd _an induänys abilih fa supet

dkmpeliles nd h indubbuy-
Signak the endA the vinkilla Je biz rued
Eine
Date

Tnauaby lassiticalien
bavacdexizad by_cxprclalens d ahnormaly
0 Geth industrics:
high xates ezpamsên_in cannings,i
O independent e biryole.
Lyclital indusits:ely t [Link] pesind
CCenemit japerils liktly Sulenum
fe peiod oeconmis

&eruinilits am
oen&ie induabuss Contains puans uohaee
ineste might held et incemt

dndusluy_analsis_laclens

Ogueuth suate 4 induau 3uaT Amalyais


ONolane d Lempelilien [Link] lyu suel
natina g puaduct
Jor uomuetk

tat tuhanslogu-
empamy_analysi Steps GA
Men&uning Easnings
Omedsusemunt ataunings is ha8td en -4ans o in
0hleznal ini onzusl a dalà 4urns madzpuuhlis hy ima
Loncenmin thtin epezaliens
Cncem simt, Balantt Sheet,stntdLosh slaa)

Entexnal a gmuuatol inolypendtnlly_euteids thu semphay


pLAEdL Supplemznt W intenmal_3uc
Ralin ngznuith Mepek, tuonemic Suueys)
pO1G
i dttemmimeh by dh prosent
vnlut &lunu inuoma

i_in Suha udy So as to puoide shoncheldou btat


sbksaluwnl inusted
Pp opoauens, knanimg g Eonming.
dphod Nalualian
Cast nat £iy enpeutd seluan but alss expected uak q on

Elmcnat_

Guaham4ada Rala.:Shillr PlE) r CAPE


ANalunlian menkune uually opplied. to élorkeq cguily
a r k o l s

cimtd D6: Pica Laug 10 l tnxnings


GAPE yelkcolily ddtustod Plz kala)
Conpaa_puicns wlauge0srings ackush muilpk pua la
dexixit

luhnisal ralyais"OAudyschost patiexna g etatuálcal


E to undsxskamd, moskat kunds gpick sleks
IeLOALing_uuninanuial paicu _Mbnure hozeel en
DEAminalian p0át peice maUerunl
T hulps inieaiots anlicipala at ia liktu,to happen ta puiczs c
ntUses onsisiy chaslh that shou pale N line
9Sudy a thzse chaut pallin ghunds in slack pxitt callud
Tohnical anolyaiz a laeks
u s e d et shert Luum uadin, r leng-deum
pat huimg
|puspeH_dechmicalanolysis. y9u 0mhe u0dy Lulain
niRA, 4_un_uranalysis sk conimid hs adual slaut q mee
bndng p c0mhe lakun
Date
3-s6umplen in duchmisal annlysis a stooks
Navket pudte saylacls oll thu int obaul a slock
(Steck priccs tollu Tends
nttexm_dend te upeat thumslurs

Based en thuse aszumpliens ,u ton_ue [Link] technical


imducnlaxs th idtnity maxket bunds phucirt uluna slak puu
hy DL
limu chast
Bor chast
dopameseLamdlk alik

Rernd Analyas
Bcht_insuumtns tambe classiked 0b,
OMeny Tmauket inslbuumunt (MMI)
ang un (LIT

0 MMI Repa_ mnskel


Loll manay maaket

LTI 0ZHa_cBupan hend QLmseslinls


Redstmable a Nen cneltbls
Tnsdmahle O tuwmulalan
GNen-cumulalise

lalue gAend Trdeett xate hat a hend tnuxsle_aianl Jetm-


inuelina_in a hend. s uanedh egyuixed ieldl
OTha Py a hend calulated as
Po i (1+h C1+Ka
.foI x PVA, +PYPVI

Annual payohlt. on bend


indtuuad

hinclpal paymtnd al he 44 tha m

Yldtamaludy CIM)
u silhuns that invslot uiduld an pueoid1d
Ovh hu Ev
tho berds unlid. maluily His hu xate
hend.
ualis the W Lulunt tash lau af
EVPy hend
:TXPVA t PrPvIEnt

ng_aEkngeBcalulatad yet lengen duslien CLe,10 da-

shaup kupuent uzlunlens_in asok


aoluulntod fh umex
shont

callkd Airnlk meuino atHage


Marng DuKHAgE i8
0 capentrilial MA
lintan weighkd MA

pp.t_and Resiktan.
behues glass zuiling ep)[Link]
OTukrienl analyais thesty
laet Lhellem)s thn
hese_z leusels unlss thuc_axe
Dtackponiczs moe_eny bla
tnije huakaulean prilk oksNthtlock utt rot gs
Resistanct-shen slach
ik ucached iatpent
OUep is calld
bun ushd sell hu glack falL, t is
Jevnd belou vch Sleek uill nt
&n8_min puice
led upprt
oMPape tio
Date

0Jrueslos bu n stock ahn t.


is lase Io_8u4pprt G &
su0816fance.
uhem it is deseo
O Thtse kecp meving Jightnon lou

chowts
aphicnl saprcsamlaliens pulce ing } 3eunilis boto
kazden_tombinatian d vie
chauk ple hialanicol data
e u m4 m ud t u a l s

[Link] chont
links th
0Lempeed 4 a singk hint um leyE T+ night that
clesina psuioes
i B aed fo [Link] Qern2xal ieuaehislekical 4uent
dinerlion
COHtLC
Ron chauls : (Apen-high-leun-dese )chauts.
|G Lempkised &exlhcok lints that indicates pHuice Ham
dusing im pamu.
Thay Tokz _inta_ncceund allpuice O-H-Lc
High apHebunt HULimg_pouGO

-Lese Oi spem piceLlasepuiceim Lolt


eding- is hlach lgen
epem- omgo iO 2c Red colt
uopesent fpllimg_pouvd
OMS
Dt

on p-day -uhen dlasc i highn day thu day beteu


oun-day. lewv
Senulimas clee_is deuonbcz mamy thadus sell on dlase So
d any paict deelincs to bad nus outunight.

p und.i [Link]-dauys, bath highen. Jous g hughn closes


Lenlium_it
leuen bund-Cppa&ite

n d o n g .bans

het bo) how


is highex than
Qutside
thanpiiiGJ
Cuiside Jmaidk doywhuwe epen
PHRIKOULepeg zu
Letwe than pruiL Lkase
oun dau High
Up-day

Loclens auecling olualian :

Luemt slack maukot_puice o shaues


Poutua eaNnLd &diuidend poid sun tit syeans
Osailabilily ueaexes Ailua pespeils 4company
Renlzsabl value net assiz a2_CRmApaay
Luxent g delxed. linhililus er emjany
Net nerh Lempamy-
a aualdy 4 fop middle angmt 4 the conpay
Keced Apertumanet a cayaay in limanuialteans.

You might also like