Loading...

基本面分析投资策略课程 (中级)


课程日期:2019年6月8日至9日
课程收费:$498* / 早鸟优惠至2019年6月1日(正常价格:$528)

股票市场虽然充满机会,也危机四伏。股票投资基本面分析策略课程对中长期投资者来说尤其重要。通过课程学员将能更好的了解基本面分析策略以掌握股票投资。

学习目标 (Learning Objective):

学员通过基本面分析策略课程对宏观经济、行业、公司财务报表与财务比率的分析方法,让学员学习如何利用基本面分析策略和对公司投资价值的考量来评估上市公司股票并作出明智的投资决定。

课程大纲 (Course Outline):

第一节 (Session 1)

  • 投资分析的必要性
  • 基本分析法:
    • 由上而下投资策略
    • 由下而上投资策略
    • 影响投资基本面的因素
  • 宏观经济政策分析:
    • 财政政策,货币政策
    • 经济周期与股市周期的关系
  • 行业分析:
    • 不同行业市场类型分析
    • 投资时钟分段投资法

*课堂作业

第二节 (Session 2)

  • 公司分析:
    • 公司竞争地位分析
    • 公司盈利能力与成长性分析
    • 公司经营管理能力分析
    • 公司财务分析 (Financial Statements Analysis)
  • 财务分析三个核心财务报表:
    • 资产负债表 (Balance Sheet)
    • 损益表 (Income Statement / Profit and Loss Account)
    • 现金流量表 (Cash Flow Statement)
    • 现金流量分析 (Cash Flow Analysis)
    • 财务报表比较分析法

*课堂作业

第三节 (Session 3)

  • 财务比率计算法与分析 (Financial Ratios Analysis)
  • 公司偿债能力比率分析 (Liquidity Ratio)
  • 公司资产管理效率分析 (Efficiency Ratio)
  • 公司资本结构比率分析 (Financial Leverage Ratio)
  • 公司盈利能力比率分析 (Profitability Ratio)
  • 公司市场价值比率分析 (Market Value Ratio)
  • 公司现金流量比率分析 (Cash Flow Ratio)
  • 股票投资价值考量与评估 (Valuation Methods)

*课堂作业

第四节(Session 4)

  • 企业财务困境分析和评价
  • 企业破产因素分析
  • 上市公司破产预测
  • 如何阅读上市公司年报
  • 怎样看上市公司招股计划书
  • 财务报表速读法
  • 财务分析应用与局限

*课堂实战案例分析作业与小组讨论: 如何利用财务分析法来评估上市公司股票以新交所上市的股票为案例

 

讲师资历 (Trainer’s Profile):

黄志坚

黄先生在股票证券市场上累积了超过 20 年交易实战经验,他自2007年起通过新交所学院 (SGX Academy) 主办的投资讲座与课程,为投资大众传授股票证券基本面与技术面分析投资略。黄先生曾经义务担任新加坡股票经纪协会荣誉财政一职,是该协会延续教育课程的培训讲师之一,主讲股票证券投资的相关课程。该课程专为股票证券经纪和交易员而设计,课程经新加坡交易所认证。

黄先生曾在 “存钱有方,理财有道” (MoneySENSE) 主办的 “明智投资之道” (My Money) 投资教育大会上,代表新加坡交易所学院向投资大众发表 “交易型挂牌指数基金” (ETFs) 专题演讲。 2017年5月,新交所配合《联合早报》 出版的华文投资手册《自学成财》,黄先生受新交所的邀请,在联合早报和新交所学院联办的推介会与投资讲座上,向早报读者和投资新手发表 “展望2017下半年本地股市动向” 主题演讲。同年6月 《联合早报》 和新交所在新加坡书展举办另一场投资讲座,他再度受邀为投资大众探讨 “ 现在是否是投资本地股市的好时机”。

黄先生也受邀在马来西亚交易所 (Bursa Malaysia),新加坡技术分析师协会 (TASS),投资大会 (INVEST Fair),投资研讨会 (INVEST Conference) 等向会员和投资大众发表主题演讲。黄先生也为城市频道财经节目 (Capital 958 radio) 分析区域市场大盘走势。黄先生毕业于澳洲昆士兰大学 (University of Queensland) 商学系,拥有工商管理硕士 (MBA) 学位。

Mr Clement Wong has more than 20 years of wealth experience dealing in stocks and shares. As a professional trainer for the SGX Academy, he has been conducting seminars and courses in English and Mandarin in the areas of Fundamental and Technical Analysis for Shares Investing, Portfolio Management and various other finance and investment related training programmes since 2007.

Mr Wong has been invited by SGX to give a presentation on ETFs to the investing public at “My Money” investors’ education series organized by MoneySENSE. On May 2017, SGX, in conjunction with Lianhe Zaobao, organised the launch event for the Chinese investment hand book “自学成财” which was published by Lianhe Zaobao, Mr Wong was invited by SGX to give a presentation on “Stock Market Outlook” to the investing public at this launch event. In the following month, Lianhe Zaobao and SGX jointly held another investment seminar at the Singapore Book Fair, Mr Wong was invited to give a presentation on “Is it a good time to invest in the local stock market”.

Mr Wong has also been invited to speak on the technical and fundamental aspects of equity and securities investment for members of the Technical Analysts Society of Singapore. He was also invited to speak at Bursa Malaysia, INVEST fair, INVEST Conference etc. and was invited to give commentary on regional stock markets via MediaCorp’s “Capital 958 radio” investment programme. Mr Wong holds a Master of Business Administrations (MBA) from the University of Queensland, Australia.

联络:

报名电邮地址:register@sgxacademy.com
询问详情,请拨打:6327-5438
(营业时间: 9.00am to 5.00pm)

Terms and Conditions

Changes

Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, venue or cancel the course if warranted by circumstances beyond its control.

Cancellation and Transfer Policy

Cancellation for a registration must be made in writing at least 10 business days before the event and a refund (less a 10% administrative fee of total course fee) will be made. No refunds will be given for cancellations received less than 10 business days prior to the event. All requests for replacement must be made in writing at least 3 business days prior to the event.

Registration

Register online and make payment via credit card by clicking on the “Register” button.

Alternatively, you may wish to make payment by cheque, made payable to “SGX Academy Secretariat“. Please mail your cheque to the following address:

SGX Academy Secretariat
160 Robinson Road
SBF Center
#27-06
Singapore 068914

Please provide your name, email, contact number, event title and date on the reverse side of the cheque. Enrolment is contingent upon receipt by Singapore Exchange of full payment and availability of space in the event. A confirmation note will be sent via email 10 business days before the seminar/course commences.

Event Details
    • Intermediate
  • Start Date
    Wed, 05 Jun 19
  • Time
    10:00 AM - 05:00 PM
  • Status
    Closed
  • Address
    Jakarta Room, 2 Shenton Way, SGX Centre 1
  • S$528
    Online Registration Closed*
    Call (65) 6670 6808 to check availability.