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37299 - FINANCIAL ANALYSIS

Anno Accademico 2024/2025

                
                        Docente:
                        Lorenzo Dal Maso
                    
                        Crediti formativi:
                        9
                    
                        SSD:
                        SECS-P/07
                    
                        Lingua di insegnamento:
                        Inglese
                    
                        Moduli:
                        
                            Lorenzo Dal Maso
                            (Modulo 1)
                        
                            Eleonora Monaco
                            (Modulo 2)
                        
                        Modalità didattica:
                        
                                    Convenzionale - Lezioni in presenza (Modulo 1)
                                
                                    Convenzionale - Lezioni in presenza (Modulo 2)
                                
                            Campus:
                            Bologna
                        
                            Corso:
                            Laurea in
                            Business and Economics (cod. 8965)

                            Risorse didattiche su Virtuale
                        
                                        Orario delle lezioni (Modulo 1)
                                    
dal 10/02/2025 al 13/03/2025

                                        Orario delle lezioni (Modulo 2)
                                    
dal 15/04/2025 al 13/05/2025

Conoscenze e abilità da conseguire

The course aims to explore the principles of financial analysis. It provides the participants with a framework to understand how businesses' value and risks are captured in financial statements and price them correctly. At the end of the course, students should be able to: (1) understand various techniques in financial statement analysis; (2) apply techniques to assess and compare firms' financial position, performance, and credit risk; (3) understand the limitations of financial statement numbers; (4) extract accounting information to make forecasts and valuations, and (5) select the most appropriate valuation model depending on the company analysed. This course is relevant for students who want to pursue careers in investment banking (particularly in equity research), security analysis, private equity analysis, consulting firms, or corporate finance.

Contenuti

This course provides the students with a disciplined framework for the analysis and valuation of firms based on the following five steps: (1) Industry & Business strategy Analysis, (2) Accounting Analysis, (3) Financial Analysis (i.e., Profitability, Risk and Growth), and (4) Prospective Analysis: Valuation of Firms.

Testi/Bibliografia

Slides and Materials as reported in the Syllabus.

Metodi didattici

This course consists of 20 sessions during the 3rd and 4th subcycle of the academic year (total of 60h).

Modalità di verifica e valutazione dell'apprendimento

To pass this course, each student has to perform a final written exam (multiple choices and exercises) and a group project. More details are available in the syllabus.

This is the assessment grid:

(a) <18 insufficient;
(b) 18-23 sufficient;
(c) 24-27 average/good;
(d) 28-30 very good;
(e) 30 cum laude excellent/outstanding.

Orario di ricevimento

Consulta il sito web di Lorenzo Dal Maso

Consulta il sito web di Eleonora Monaco