Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing

Fundamental Analysis Workshop Series

Session One – Introduction to Stock Investing

INVESTING VS TRADING

GETTINGSTARTED RESOURCES Q & AINTRODUCTION

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Agenda

• Why Invest in Equities?• How to Start?• Which Broker?• Fees Involved• Using the Internet (Resources)

#STORYOFMYLIFE

ABOUT MEAfter NS, Before NUS…

Citibank Retail Banking Sales Executive (1 Year)

• Credit Cards• Loans• Depository Products

ABOUT MEFascinated about the Financial Markets

Started off with Technical Analysis

ABOUT MEInternships, Internships and More Internships

Equities Investment Unit (Operations)

Corporate Finance (Investment Banking) Division – Spring into Banking Programme

DBS Vickers Securities (USA, New York)- Asian Equities Sales Desk

ABOUT MEInternships, Internships and More Internships

Equities Investment Unit (Operations)

Corporate Finance (Investment Banking) Division – Spring into Banking Programme

Started to appreciate Fundamental Analysis:Became interested in FA strategies such as:

- Event Driven- Long-Short Equity

ABOUT MECame back from New York, joined NUS Invest:

ABOUT MECame back from New York, joined NUS Invest:• NUS Invest Research Analyst, FA Team Lead

WHAT I REALLY DOWHAT I THINK I DO

ABOUT MECame back from New York, joined NUS Invest:• NUS Invest Research Analyst, FA Team Lead

WHAT I REALLY DOWHAT I THINK I DO

SYLLABUSSEMESTER 2

WK 2 • Introduction to Stock Investing

WK 3 • Art of Reading Annual Reports

WK 4• Picking the Right Stocks(Part I) – Top Down Analysis

WK 5 • Picking the Right Stocks (Part II) – Bottom Up Analysis

WK 6 • Picking the Right Stocks (Part III) – Dividend Investing

RECESS WEEK

WK 7 • Portfolio Management for the Retail Investor

WK 8 • Case Study 1

WK 11 • Traders Interview

SCHEDULE

• TUESDAY 6:15 – 7:30 pm

• It would help to bring your laptop

INVESTING V.S. TRADING

Are You An Investor or a Trader?

Investing V.S. TradingInvesting

Time Horizon

Trading

Methodology

Effort

Risk Appetite

• Months? Years? • Intraday: Less than a day• Swing Trading: Within a week

• Driven by fundamentals• Top-Down Analysis• Bottom-Up Analysis• Peer Comparisons

• Event driven (Trade news)• Technical Analysis (Chart reading)

• One-off • Time consuming daily affair

• Varies; typically lower • Requires proper money/risk management

DIFFERENCES BETWEEN FUNDAMENTAL & TECHNICAL ANALYSIS

FUNDAMENTAL ANALYSIS

• Focuses on the economic forces of Demand & Supply that causes prices to move

• Finding the intrinsic value of the market/asset

• Characteristics of a company is employed in the analysis

• Effects of economic factors on a stock such as earning reports, cash flow, etc are concerned

• Analysis using past data of Demand & Supply

• Study of historical graphs is stressed• Identify a trend at a relatively early

stage & ride on that trend until the weight of the evidence shows or proves that the trend has reversed

• Deals in probabilities, never certainties

TECHNICAL ANALYSIS

HOW TO START?

CHOOSING A BROKERREQUIRES INVESTING/TRADING EXPERIENCE

RESOURCES

CHART NEXUS

• http://www.chartnexus.com/• Free End-of-Day (EOD) daily updates and 3

years of historical data

CHART NEXUS

• http://www.chartnexus.com/• Free End-of-Day (EOD) daily updates and 3

years of historical data

Bloomberg App

OSIRIS/ORIANA (NUS Library Database)

• Synthesizes financial statements into Excel

spreadsheets, Tables, Charts and Diagrams for more

intuitive viewing

• Industry analysis reports

• Peer comparisons

• Key financial ratios

WHAT TO EXPECTSEMESTER 2

WK 2 • Introduction to Stock Investing

WK 3 • Art of Reading Annual Reports

WK 4• Picking the Right Stocks(Part I) – Top Down Analysis

WK 5 • Picking the Right Stocks (Part II) – Bottom Up Analysis

WK 6 • Picking the Right Stocks (Part III) – Dividend Investing

RECESS WEEK

WK 7 • Portfolio Management for the Retail Investor

WK 11 • Traders Interview

THANK YOU!

Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing

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