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Mahesh Kumar Sarva, Lovely Professional University Unit 4: Fundamental Analysis
Unit 4: Fundamental Analysis Notes
CONTENTS
Objectives
Introduction
4.1 Economy Analysis
4.1.1 Macro Economic Analysis
4.1.2 Investment-making process
4.1.3 Economic Forecasting
4.1.4 Barometric or Indian Approach
4.1.5 Geometric Model Building Approach
4.1.6 Economy and Industry Analysis
4.2 Industry Analysis
4.2.1 Importance of Industry Analysis
4.2.2 Classification of Industries
4.2.3 Key Indicators in Analysis
4.2.4 Forecasting Methods
4.2.5 Conditions and Profitability
4.2.6 Industry Analysis factors
4.2.7 Techniques of Industry Analysis
4.3 Company Analysis
4.3.1 Framework of Company Analysis
4.3.2 Fundamental Analyst’s Model
4.3.3 Determining Earnings – Multiplier (P/E) Ratio
4.3.4 Dividend Discount Model of Valuation
4.3.5 Comparative P/E Approach
4.3.6 Growth Stocks
4.3.7 Forecasting Earnings per Share
4.4 Summary
4.5 Keywords
4.6 Self Assessment
4.7 Review Questions
4.8 Further Readings
LOVELY PROFESSIONAL UNIVERSITY 109
