FINBAFAN Financial Analysis

School of Business Administration in Karvina
Summer 2014
Extent and Intensity
1/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
doc. Ing. Petra Růčková, Ph.D. (lecturer)
Ing. Michaela Roubíčková, Ph.D. (seminar tutor)
doc. Ing. Petra Růčková, Ph.D. (seminar tutor)
Guaranteed by
doc. Ing. Petra Růčková, Ph.D.
Department of Finance and Accounting – School of Business Administration in Karvina
Prerequisites
None
Course Enrolment Limitations
The course is also offered to the students of the fields other than those the course is directly associated with.
fields of study / plans the course is directly associated with
Course objectives
The course acquaints students with the basic theoretical pieces of knowledge of financial analysis. The course objective is to acquaint the students with problems of evaluation of firm's financial situation not only level one firm and so in dependences on position of firm in relevant branch. The course elucidates position of financial analysis in framework of financial management of firm.
Syllabus
  • 1. Introduction to financial analysis
    2. Methods of financial analysis
    3. Resources of data information for financial analysis - generally
    4. Financial statement - Balance sheet
    5. Income statement (profit and loss account) and cash flow statement
    6. Analysis of profitability
    7. Other indicators of ratio analysis
    8. Evaluation and comparison of indicators between different time periods for one company
    9. Evaluation and comparison of indicators between single company and its industry average
    10. Bankruptcy and creditworthy models
    11. Case study I.
    12. Case study II.
    13. Case study III.
Literature
    required literature
  • LUNDHOLM, R., SLOAN, R. Equity valuation and analysis. 2007. ISBN 007-310026-9. info
  • PENMAN, H. S. Financial statement analysis and security valuation. New York, 2007. ISBN 007-125432-3. info
    recommended literature
  • KEASEY, K., THOMPSON, S., WRIGHT, M. Corporate Governance. Cornwall, 1999. ISBN 1-85898-871-3. info
  • WHITE, G., SONDHI, AC., FRIED, D. The Analysis and Use of Financial Statements. New York: John Wiley & sons, 1998. ISBN 0-471-11186-4. info
  • KOLB, R W., RODRÍGUEZ, R J. Principles of Finance. Toronto, 1992. ISBN 0-669-27384-8. info
Teaching methods
Skills demonstration
Seminar classes
Assessment methods
Written exam
Language of instruction
English
Further comments (probably available only in Czech)
The course can also be completed outside the examination period.
Teacher's information
the ability to work with financial statements, the ability to evaluation of firm's position , the ability to work with internal and external data in context firm's position
ActivityDifficulty [h]
Ostatní studijní zátěž66
Přednáška26
Seminář13
Zkouška40
Summary145

  • Enrolment Statistics (recent)
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