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Business Analysis and Investment Decision Making

Program Objective:

This 3-Day program, through world class corporate cases, and demonstration of concepts through excel financial models, aims to equip the participants with the conceptual background that is necessary for analyzing and valuing business activities and companies. Participants will be exposed to a comprehensive financial statement analysis and investment decision making framework that integrates strategy, financial reporting and analysis, valuation and forecasting, and behavioral finance that drives decision making.

Participants will be required to bring their laptops for the program. A significant portion of the program concepts will be demonstrated through data and illustrations using excel spreadsheets.

At the end of this program the participants will:

Who Should Attend?
Program Outline
Module 1: Framework for Understanding Corporate Strategy
Industry and competitive analysis

Use appropriate frameworks to analyze and evaluate industry attractiveness, competitive intensity and its impact on profitability. Evaluate the impact of enduring competitive advantages or the lack of it on profitability and assessing competitive moats and new bases of competitive advantage,.

Use strategy as a tool to enable business executives to tune their decisions to their strategic environment - an increasing diversity of environments which change faster and less predictably.

The module underscores the need to recognize that different environments require different strategic approaches. Examples of how companies adapted, renewed or took an ambidextrous approach to respond to the dynamic external environments will be covered.

Module 2: Fundamental Analysis and Forecasting Frameworks
Fundamental Analysis Framework.

Breakdown ROE into components to identify the contribution from.

Analyze and evaluate a company’s financial statements to understand –

Forecasting Framework

Use financial statements as an anchor to forecast future performance by linking financial models to corporate strategy, industry and competitive factors and growth prospects.

Module 3: Applied Valuation
Valuation concepts
Module 4: Practical Application of the concepts

Participants will be provided with blocks of information and details and with which they will be encouraged and guided to integrate and apply the concepts covered. Challenges are set throughout the training to enforce the knowledge and skills learnt.

Module 5: Behavioural Finance
Brief Overview

This module will provide a broad overview of Behavioural Finance, a topic that is becoming popular even among the top ranked professionals and executives. Behavioural Finance examines the influence of individual emotions and biases and group psychology on economic (both micro and macro) decisions, and how psychology undermines business models that are based on assumptions of rational decision making and efficient markets. Being aware of how emotions and biases impact decision making will enable participants to put efforts to avoid the pitfalls.