G VaIAAnnexure -I

COURSE HANDOUT

Faculty Name: Dr.D.T.Manwani

Program: MBA Term: III Course Code: SLFI-605

Course Title: Security Analysis

Center: Indore

SESSION CASE STUDENT RELEVANCE OF

TOPIC
NO# TITLE EXPECTATION SESSION/s
1 Investment Difference between Difference between
Scenario- trading, Investment trading, Investment and
Concept of and Speculation. speculation
Investment –
Investment
Objectives and
Constraints
2 Investment Overview of various Exposure to various
Scenario - Investment Options investment options
Security and
Non- Security
forms of
Investment (LIC,
Small Savings
Schemes, Bank
Deposits, real
Estates)
Investment Scena

3 Sources of Icfai On line Sources of secondary

Financial databases information
Information –
Sources of
Economic,
Market,
Company and
International
Economic Data
Sources of Finan

4 Securities SEBI Guidelines on Exposure to raising

Markets- raising of capital from capital from securities
Markets and market. Watch CNBC market
their functions, TV18 in the evening
Methods of
raising capital-
book building,
Development of
Stock Markets in
India, Demat of
shares, Listing of
securities
5 Securities Derivative Security Market Exposure to functioning
Markets- Trading in intermediatories. of securities market
Membership of India
Stock
Exchanges,
Trading and
 settlement
Procedure ,
Stock Market
Indices,
Regulation of
Stock Market
6 Risk and Return- Measurement of Risk Concept of Risk and
Total Risk its and Returns Return of security and
factors and Portfolio
components,
Measuring
Historical and
Ex-ante returns,
Systematic and
unsystematic
Risk
7 Risk and Return- MRPL & CAPM Model, Measurement of Risk-
Portfolio Risk RPL – Concept of Total , Systematic and
and Return, Analyzing diversification Unsystematic
Benefits of Risks and
diversification,
Returns
Characteristic
Regression Line,
CAPM Model
8 Valuation of Evolution and Valuation of Fixed
Fixed Income Significance of Indian Income Investments to
Investments- Bond Market, Present help in taking buy, hold
The strategic Time Value of Bond and sell decision
Role of Bond,
Bond Returns
and Prices
9 Valuation of Risk associated with Risk associated with
Fixed Income Investment in Fixed Investment in Fixed
Investments- Income Securities Income Securities
Systematic and
Unsystematic
Risk involved,
Bond Valuation,
Valuation of Tax
Sheltered
Investments

10 Valuation of Immunization of Strategies for handling

Fixed Income Bonds, Concept of risk in Fixed Income
Investments- Duration Investments.
Hedging for
duration shifts,
Convexity, Bond
Price Volatility

11 Valuation of Yield Curve Valuation of Warrants

Fixed Income and Convertible Bonds to
Investments- help in taking buy, hold
and sell decision
Term Structure
of Interest
Rates, Valuation
of Warrants and
Convertible
bonds
Valuation of Fixed
12 Valuation of Cost of Current Developments Current Developments in
Fixed Income Equity in Bond Market Bond Market
Investments-
Current
Developments in
Bond Market and
Valuation
Valuation of Fixed

13 Valuation of Present time value of Valuation of Equity to

Equity Shares- Equity returns . help in taking buy, hold
The Dividend and sell decision
Discount Model,
H Model,
14 Valuation of Concept of Free cash Effect of leverage on
Equity Shares- flow. Overview of Equity Valuation
Operating Cash Fundamental Analysis
Flow, Free Cash from
Flow Model, Beta www.indiainfoline.com
for Levered and
Unlevered Firm,
15 Valuation of Equity Valuation Equity Valuation Models
Equity Shares- Models
Relative
Valuation
Techniques-
EPS, P/E, P/CR,
P/BV, P/S
16 Valuation of The Readiness for Exposure to live example
Equity Shares- Google discussion of the case of raising of capital of
Dividend IPO including questions/ Internet company
Capitalization , Answers as per case
Earnings
methodology.
Capitalization
Model and other
models
17 Fundament Effect of Economic out Fundamental Analysis
Analysis- look on Industry and its constituents-
Concept and (sector) working EIC Analysis
Constituents. Overview of Indian
Economic Economy and factors
Analysis- affecting it (Inflation,
Economic Dollar-Rupee rate, CRR
Forecasting and hike etc.)
Stock
Investment
Decisions
18 Economic Indian Economy: Where Forecasting Techniques
Analysis- it is headed ?
Forecasting
Techniques

19 Industry Effect of Industry Industry Life Cycle

Analysis- outlook on Company
The Economy working.
and Industry
Analysis, Key
Characteristics in
an Industry
Analysis,
Industry Life
Cycle
20 Industry On line databases on Sources for information for
Analysis- industry information. industry analysis
Structural
Analysis,
Techniques for
evaluating
relevant
industry factors,
Sources for
information for
industry analysis
21 Company Understanding Study of Financial
Analysis- Balance Sheet, P&L Statements to ascertain
Sources for A/c, Cash flow financial health
information, statement
Analysis of
Financial
Statements,
22 Company Financial Ratio Factors affecting
Analysis – Analysis Company’s profitability
Impact of
Changes in
accounting
policies- sizing
up the present
situation,&
prospects
23 Company Projected Balance Forecasting Financial
Analysis- Sheet, P&L A/C and Statements
Management Cash Flow Statement
Evaluation-
Forecasting
earnings
24 Comprehensive Readiness for Exposure to live example
Case study for discussion of the case of EIC analysis
EIC Analysis & including questions/
Valuation of Answers as per case
Equity Share
methodology
25 Comprehensive Readiness for Exposure to live example
Case study for discussion of the case of valuation of Equity
EIC Analysis & including questions/ Share
Valuation of Answers as per case
Equity Share
methodology
26 Technical Concept and Technical analysis ,
Analysis- Significance of Important technique in
Theory of Technical Analysis Investment/Disinvestmen
Technical www.stockchart.com t Decision of Equity
Analysis, Dow
Shares
Theory, Bar
Charts, Point
and Figures
chart
27 Technical Tools and Techniques of
Analysis- USPs of Technical Technical Analysis
Contrary opinion Analysis
theories, Learn about Metastock
Relative strength from
 Analysis, Moving www.viratech.com
Average
Analysis,
28 Technical Limitations of Tools and Techniques of
Analysis- Technical Analysis Technical Analysis
MACD,
Oscillator, Elliot
Wave theory,,
Evaluation of
Technical
Analysis
29 Efficient Market Comparison Of Utility of Fundamental
Theory- Fundamental and Analysis vs. Technical
Fundamental Technical Analysis Analysis
and Technical
Analysis,
Random Walk,
Efficient Market
Hypothesis-
Weak
30 Efficient Market Efficient Market Efficient Market-
Theory- Hypothesis- Weak, Hypothesis
Efficient Market Semi strong and
Hypothesis- Strong
Semi strong
and Strong
forms of
efficiency,
Empirical Test
of EMH in the
Indian context.
31 Options – About options Introduction to Options
Rationale, Put www.moneycontrol.com
and call, www.icicidirect.com
Determinants of
option Value,
Valuation of
Bonds with Put
and call
32 Futures- About futures Introduction to Futures
Definitions, www.moneycontrol.com
trading www.icicidirect.com
mechanism
, Difference
between Future
and Forward
33 Mutual Funds- About Mutual Funds Introduction to Mutual
Objectives, www.amfiindia.com Funds
Organization and
management of
Mutual funds,
Types and
Guidelines.
 Annexure -II

EVALUATION HANDOUT

* Component explanation: C1 – Home assignment, C2- Case, C3- Quiz , C4- Viva/Seminar/
Presentation, C5- Others

NOTE: Evaluated out of marks & weightage should be same in the evaluation
Handout.

Dr.
Campus INDORE Class of 2010 Semester I Faculty
D.T.Manwani
Course Course
Section SLFI-605 Security Analysis
Code Name

DESCRIPTION
EVALUATED MARKS
PLAN OF WEIGHTAGE
S.NO# COMPONENT OUT OF ENTRY
DATE EVALUATION Out of 100
MARKS DATE
COMPONENT

1 5th C3 Quiz 5 5
session
2 10th C2 Case 5 5
session
3 15th C5 Class Test 5 5
session
MID TERM

4 22nd C1 Home 5 5
session Assignment on
Company
Valuation
(Equity,
Debenture,
Warrant)
5 25th C4 Project 5 5
session Presentation On
EIC Analysis and
Viva
6 30th C5 Class Test 5 5
session

Signature of Faculty
Dr. D.T.MANWANI