The New Delhi
CFA Association

Presents

Equity Valuation Workshop
Date: September 14, 2007, (Friday), Time: 9.30 AM - 5.45 PM
Venue: Russian Cultural Centre, 24, Feroze Shah Marg, (Near Bharati Vidya Bhavan), New Delhi
Anchors: Mr. Pranay Kumar, CFA & Mr. Sandeep G.V. MBA

Program Schedule

9:30 A.M. To 9:45 A.M : Registration

Session I : The realm of Equity Research: Theory vs Practice
9:45 A.M. To 10:45 A.M

1.1 E-I-C vs C-I-E Frame work
1.2 Fundamental vs Technical Analysis
1.3 Buy side vs sell side Research
1.4 Careers in equity Research

Session II : Economy Analysis
10:45 A.M. To 12:00 A.M

2.1 Scanning Macroeconomic indicators
2.2 Economy-Industry linkage
2.3 Economy & Capital Markets

12:00 P.M. to 12:15 P.M. Coffee-Tea Break

Session III : Industry Analysis
12:15 P.M. To 1:30 P.M

3.1 Industry Structure
3.2 Market Size & Growth
3.3 Industry segments
3.4 Competition (Herfindahl Index, Michael Porter Analysis)
3.5 Growth Drivers
3.6 Issues and Concerns

1:30 P.M. To 2:00P.M. Lunch Break

Session IV : Company Analysis
2:00 P.M. To 3:15 P.M

4.1 Business Analysis
4.1.1 Products & Services
4.1.2 Business Model & Strategy
4.1.3 Key Business drivers (Growth & Value)
4.1.4 Segment Analysis

3:15P.M to 3:30 P.M. Coffee-Tea Break

Session V

4.2 Financials & Projections
3:30 P.M. To 4:30 P.M. 4.2.1 Profit & Loss Statement
4.2.2 Balance Sheet
4.2.3 Cash Flow Statement
4.2.4 Financial Ratios
4.2.4.1 Profitability
4.2.4.2 Liquidity
4.2.4.3 Efficiency
4.2.4.4 Valuation
4.2.5 Key Assumptions

Session VI
4:30 P.M. To 5:45 P.M. 4.3.1 DCF

4.3 Valuation
4.3.2 Relative Valuation
4.4 Key Risks
4.5 Valuation Perspectives

Download the form from here