TAILIEUCHUNG - Lecture Investments: Principles of portfolio and equity analysis: Chapter 9 - CFA Institute

Chapter 9 - Introduction to industry and company analysis. The topics discussed in this chapter are: Uses of industry analysis; industry classification systems; establishing a peer group; strategic analysis: Porter’s five forces; industry and product life cycles; demographic, governmental, social, and technological influences; company analysis; cost and differentiation strategies; spreadsheet modeling. | Chapter 9 Introduction to Industry and Company Analysis Presenter Venue Date Industry analysis is the analysis of a specific branch of manufacturing, service, or trade. Understanding the industry in which a company operates provides an essential framework for the analysis of the individual company—that is, company analysis. Section 2 discusses the uses of industry analysis. Sections 3 and 4 discuss, respectively, approaches to identifying similar companies and industry classification systems. Section 5 covers the description and analysis of industries. Also, Section 5, which includes an introduction to competitive analysis, provides a background to Section 6, which introduces company analysis. Section 7 contains conclusions and a summary. DISCLAIMER: Candidates should understand that this presentation is NOT a substitute for a thorough understanding of the CFA Program curriculum. This presentation is also NOT necessarily a reflection of all the knowledge and skills needed for .

• Quỹ đầu tư
• Investment analysis
• Principles of portfolio
• Lecture Investments
• Equity analysis
• Portfolio management
• Company analysis
• Investment management
• Investment theory
• Investment environment
• Investment companies
• Time value of money
• Characteristics of investment
• Investment portfolio management
• Investment analysis & portfolio management
• Investment background
• Developments in investment theory
• Management of common stocks