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Introduction to Security Analysis and Portfolio Management, Nature and Scope, Importance
Ch.-1, Pg no. 1-9, Security Analysis and Portfolio Management, S. Kevin, PHI
Investment 2
Ch-1, Pg. No. 3-20, Topic -Investment Environment, Objectives, Avenues and Risk, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008 Ch.-2, Pg no. 10-17, Security Analysis and Portfolio Management, S. Kevin, PHI
Ch-2, Pg. No. 21-37, Topic -The Stock Markets in India, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008 3 Securities Markets Ch-3, Pg. No. 38-50, Topic -New Issue Market, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008 Ch.-3, Pg no. 18-29, Security Analysis and Portfolio Management, S. Kevin, PHI Ch.-2, Pg no. 10-17,Topic- SEBI: Security Analysis and Portfolio Management, S. Kevin, PHI
Ch.-4, Pg no. 30-40, Security Analysis and Portfolio Management, S. Kevin, PHI
Listing of Securities,
Ch-4, Pg. No. 51-65, Topic Listing of Securities, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008 Ch-5, Pg. No. 66-87, Topic Listing of Securities, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008
Market Indexes 7
Ch-7, Pg. No. 115-133, Topic Market Indexes, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008
Ch.-5, Pg no. 41-53,Topic: Trading and Settlement Security Analysis and Portfolio Management, S. Kevin, PHI Ch-5, Pg. No. 66-87, Topic The Brokerage Business, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008
Risk
Ch.-6, Pg no. 54-73, Topic: Risk and Return: Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, Book- Investment Management, by V. K. Bhalla, S. Chand 15th Revised Edition 2008 Ch.-6, Pg no. 54-73, Topic: Risk Calculation and Analysis Security Analysis and Portfolio Management, S. Kevin, PHI
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Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, Risk Calculation and Analysis , Types, Problem, Calculation of Risk Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 with Ms-Excel
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Fundamental Analysis: Economic Analysis Assignment :Conduct economic analysis of 3 different countries of Asia with special focus and perspective of investment opportunity Industry Analysis
Ch.-7, Pg no. 74-82,Topic: Fundamental Security Analysis Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-20, Pg. No. 483-516, Fundamental Security Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
Ch.-8, Pg no. 83-94,Topic Industry Analysis Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-20, Pg. No. 483-516, Fundamental Security Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-8, Pg no. 83-94,Topic : Company Analysis Security Analysis and Portfolio Management, S. Kevin, PHI
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Assignment: Conduct Industry analysis of 5 different industries of India with special focus and perspective of investment opportunity.
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Company Analysis
Case Study of Reliance Capital - Company Analysis of Reliance Capital Ltd. Chapter-20, Pg. No. 483-516, Fundamental Security Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-9, Pg no. 95-109,Topic: Valuation methods Security Analysis and Portfolio Management, S. Kevin, PHI
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Share Valuation
Chapter-14, Pg. No. 295-340, Equity Valuation and Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
Ch.-9, Pg no. 95-109, Security Analysis and Portfolio Management, S. Kevin, PHI 19 Models of securities Valuation Chapter-14, Pg. No. 295-340, Equity Valuation and Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
Ch.-10, Pg no. 110-125,Topic Bond Valuation and Analysis, Security Analysis and Portfolio Management, S. Kevin, PHI Bond Valuation and Preference Share Valuation Chapter-10, Pg. No. 199-242, Bond Valuation and Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Chapter-11, Pg. No. 243-251, Preference Share Valuation and Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-11, Pg no. 126-148, Topic: Technical Analysis Security Analysis and Portfolio Management, S. Kevin, PHI 22,23 Technical Analysis Chapter-21, Pg. No. 517-540, Technical Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-11, Pg no. 126-148,Topic: Analysis -Tools Security Analysis and Portfolio Management, S. Kevin, PHI 24 Technical Analysis -Tools Chapter-21, Pg. No. 517-540, Technical Analysis, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-12, Pg no. 126-148,Topic Efficient Market Theory Security Analysis and Portfolio Management, S. Kevin, PHI Case Study of Indian Financial Sector 25,26 Efficient Market Theory Chapter-22, Pg. No. 541-564, Efficient Market Theory, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
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Ch.-13, Pg no. 149-157, Security Analysis and Portfolio Management, S. Kevin, PHI 27,28 Portfolio Analysis Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
Ch.-14, Pg no. 177-193, Topic : Portfolio selection Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-25, Pg. No. 611-639, Markowitz: Portfolio Selection Model, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-14, Pg no. 177-193, Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-26, Pg. No. 640-677, Topic: Sharpe: The Single Index Model, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-15, Pg no. 194-209, Topic :Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-27, Pg. No. 678-748,
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Capital Asset Pricing Model (CAPM), Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 Ch.-16, Pg no. 210-216, Security Analysis and Portfolio Management, S. Kevin, PHI Case Study Chapter-29, Pg. No. 771-785, Portfolio Investment Process, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
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Chapter-30, Pg. No. 786-815, Bond Portfolio Management Strategies, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008
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Presentations
Evaluation System
Class Participation Assignment Quiz Mid-Term End-Term Total 5 10 10 20 40 100
Presentations 5
Recommended Text Books: 1. Security Analysis and Portfolio Management, S. Kevin, PHI 2. Security Analysis and Portfolio Management, Punithavathy Pandian, Vikas Publishing House Reference Books (If any): 1. SAPM, William Sharpe 2. Investment Management Securities Analysis and Portfolio Management, Professor V. K. Bhalla 3. BSE, NSE, and other Websites Magazines and Journals to Refer 1. Journal of Finance 2. Capital Market 3. Outlook Money 4. Business India 5. Business World 6. Dalal Street 7. The Economic Times 8. The Business Standard 9. Business Line 10. Financial Express