Course

Course Overview

Estimated Training Hours:

Mode - Classroom

To be completed within

This is a ten-day, intensive course covering industry analysis, financial modeling and equity valuation, and investment note writing

The modeling session will cover the building of detailed earnings models by using modeling best practices, identifying revenue and cost drivers, incorporating operating leverage, and building earnings sensitivities to arrive at a range of earnings estimates. The valuation session will also cover the method of deriving a range of valuations for a company using both cash flow-based and relative valuation methods. The three-day investment note writing concept training session will focus on logic and structure best practices to help analysts organize and prioritize.

arguments, use reader’s logic to formulate hypothesis-driven arguments with clear assertion-driven headings, and deploy the “MECE” (Mutually Exclusive, Collectively Exhaustive) concept to build an effective investment thesis which in turn results in a convincing investment note.

The concept training and practical case studies based on two listed companies, namely Starbucks Inc., Apple Inc., with hands-on case study submissions.

Learning Objectives

After completing this course, the participants will be able to:

  • Learn the art and science of extracting relevant company information from multiple filings/subscription data sources
  • Learn the best practices in modeling historical data and identifying revenue/cost drivers
  • Incorporate comprehensive sensitivity analysis to arrive at a range of earnings estimates
  • Incorporate price/volume relationships and break-even analysis to model forecast revenue and costs
  • Analyze the competitive position of the company in relation to its peers and the outlook for the industry
  • Learn Sum-of-the-Parts valuation techniques that arrive at a break-up value of a company
  • Learn how to use DCF valuation techniques to generate target share price estimates
  • Learn the art of spreading peer comps and conducting relative valuation analysis
  • Use reader’s logic to formulate hypothesis-driven arguments with clear assertion-driven headings
  • Use the MECE (Mutually Exclusive, Collectively Exhaustive) concept to build an effective investment thesis and to write a convincing investment note
  • Use Logic and Structure concepts to prioritize the flow of arguments in the descending order of importance

What you will get:
  • Industry recognised certificate
  • Fast track your career in Capital Markets

*Completing this course does not guarantee a job or internship with MAKS.

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