FINA305-18S (NET)

Business Analysis and Valuation

20 Points

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Waikato Management School
Te Raupapa
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Peter Huang

Peter Huang
9407
Monday 8:50-9:50am
peter.huang@waikato.ac.nz

Lecturer(s)

Administrator(s)

: maxine.hayward@waikato.ac.nz

Placement Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: clive.wilkinson@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5 or 9 can also be direct dialled:
    • For extensions starting with 4: dial +64 7 838 extension.
    • For extensions starting with 5: dial +64 7 858 extension.
    • For extensions starting with 9: dial +64 7 837 extension.
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Paper Description

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This paper introduces the fundamentals of financial valuation and data analysis. The paper integrates commercial understanding, financial information and capital market theory to investigate the monetary value of financial assets. The paper also introduces and practices basic concepts of data handling and regression analysis techniques. This paper also addresses the acquisition and analysis of financial information and market data.
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Paper Structure

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This is a net-based paper. We will make effective use of applications such as Adobe Connect and Panopto. Lectures will be recorded in Panopto and uploaded to Myweb for students to study. Online live tutorials will be conducted in Adobe Connect. Adobe Connect allows students and the instructor to meet in a virtual “meeting room” with audio, video and chat facilities. Students must make sure they have proper computer and Internet access as required.

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Learning Outcomes

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Students who successfully complete the course should be able to:

  • 1. Understand how to acquire information from financial statements and do the analysis.
    Linked to the following assessments:
  • 2. Understand how to use discounted cash flow models for valuation.
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  • 3. Know how to use NPV analysis to make investment decision.
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  • 4. Understand how to value financial assets such as bonds and stocks.
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  • 5. Know how to do the basic data handling and describe the data.
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  • 6. Understand how to use the simple and multiple regression techniques to analyse data.
    Linked to the following assessments:
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Assessment

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There are two assessments and one test. No late submissions of assessments will be accepted. You need to do the test at 3:00 PM (NZ time) on 13 Feb 2018.

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Assessment Components

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The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Assessment 1
26 Jan 2018
5:00 PM
30
2. Assessment 2
9 Feb 2018
5:00 PM
30
3. Test
13 Feb 2018
3:00 PM
40
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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Required and Recommended Readings

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Required Readings

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Ross, Westerfield and Jaffe, Corporate Finance 10th Edition, 2012, McGraw Hill.

Gujarati and Porter, Basic Econometrics 5th Edition, 2009, McGraw Hill

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Recommended Readings

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More readings and resources will be provided during the semester.
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Online Support

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The official website for this paper is Myweb: lecture recordings, lecture notes, tutorial questions, announcements and other relevant documents will be uploaded to Myweb. Students are responsible to check Myweb regularly to keep informed.

The lectures will be recorded and uploaded online Myweb file manager. The test is online so students must make sure they have proper computer and Internet access as required, and login the online test on time.

For technical difficulty, contact WMS IT Helpdesk: wmshelp@waikato.ac.nz.

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Workload

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Lectures and tutorials (about 36 hours); Studying teaching materials (about 64 hours); Complete assessment 1 and 2 (about 60 hours); Prepare for and take the test (about 40 hours)

Note: The hours are approximate only.

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Linkages to Other Papers

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Prerequisite(s)

Prerequisite papers: FINA201

Corequisite(s)

Equivalent(s)

Restriction(s)

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