TAILIEUCHUNG - Lecture Investments: Principles of portfolio and equity analysis: Chapter 10 - CFA Institute

Chapter 10 - Equity valuation: Concepts and basic tools. This lecture introduces equity valuation models used to estimate the intrinsic value (synonym: fundamental value) of a security; intrinsic value is based on an analysis of investment fundamentals and characteristics. | Chapter 10 Equity Valuation: Concepts and Basic Tools Presenter Venue Date This reading introduces equity valuation models used to estimate the intrinsic value (synonym: fundamental value) of a security; intrinsic value is based on an analysis of investment fundamentals and characteristics. Section 2 discusses the implications of differences between estimated value and market price. Section 3 introduces three major categories of valuation model. Section 4 presents an overview of present value models with a focus on the dividend discount model. Section 5 describes and examines the use of multiples in valuation. Section 6 explains asset-based valuation and demonstrates how these models can be used to estimate value. Section 7 states conclusions and summarizes the reading. DISCLAIMER: Candidates should understand this presentation is NOT a substitute for a thorough understanding of the CFA Program curriculum. This presentation is NOT necessarily a reflection of all of the knowledge and

• Quỹ đầu tư
• Investment analysis
• Principles of portfolio
• Lecture Investments
• Equity analysis
• Portfolio management
• Equity valuation
• 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