FINANCIAL ANALYSIS

BAO5734
Dr. Maria Prokofieva

BAO5734 Financial Analysis Dr. M Prokofieva

 FINANCIAL ANALYSIS

BAO5734 Financial Analysis Dr. M Prokofieva

FINANCIAL ANALYSIS

https://www.cnbc.com/2018/02/28/spotify-
files-for-ipo.html

BAO5734 Financial Analysis Dr. M Prokofieva

What is this unit about?
• Assessment of the viability,
stability and profitability of a
business
• Financial decision making
• Seeing value and investing in
value

• Valuation is not a science

• Valuation is not an art
• Valuation is a craft that you
learn by doing

BAO5734 Financial Analysis Dr. M Prokofieva

 Course materials
• Textbook:
PH: Business Analysis and Valuation: Using Financial
Statements - Text and Cases Asia Pacific Edition, 2nd
Edition
Krishna G. Palepu, Paul M. Healy, Sue Wright, Michael
Bradbury, Philip Lee

• Other supplement and references:

– via VU Collaborate
– Twitter: https://twitter.com/fin_analysis
– Facebook: https://www.facebook.com/finanalysis

BAO5734 Financial Analysis Dr. M Prokofieva

 What is expected to complete this unit?
• Get prepared to tutorials and participate in class discussions
(please see Tutorial Program in the unit Guide, p 6.)
• Case study approach: it is essential that you read case studies
before coming to the class
• If you have a laptop, please bring one to the class

Resources
• Databases available through Library.vu.edu.au
– IBISWorld
– Mint Global
– Nexis

BAO5734 Financial Analysis Dr. M Prokofieva

Main skill in the course

BAO5734 Financial Analysis Dr. M Prokofieva

 What is expected to complete this unit?

Internal assessment:

Case study assignment - 10%

Theory test - 15%
Analysts’ report group project 25%
50%
Final exam 50%
Total 100%

BAO5734 Financial Analysis Dr. M Prokofieva

 Group work

• Groupings for assignments: 4 students in a group

– Analysts’ report group assignment
• Plagiarism will NOT be tolerated
• As well as free riding

BAO5734 Financial Analysis Dr. M Prokofieva

How do I know if I am progressing well in this unit?

• Feedback:
– tutorial discussions
– self-assessment quiz (ungraded)
– consultation times
– internal assessment

BAO5734 Financial Analysis Dr. M Prokofieva

BAO5734 Financial Analysis Dr. M Prokofieva