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Security Analysis and Portfolio Management

Security Analysis and Portfolio Management

          
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About the Book

The present textbook that focuses on Indian Financial Market System is primarily designed for the students of management at all levels. Based on the syllabi prescribed in several Indian universities for the courses of BBA, MBA, BFA, CFA, CA and CS, the book ideally caters to the academic needs of the concerned students. Structured in three blocks, the book makes an in-depth study of both traditional and modern approaches to securities analysis and portfolio management. Block 1 deals with the basic concept of stock exchange, its issues, offers and trading mechanism. It discloses the risk associated in trading and role of market intermediaries etc. This Block also features in detail money market and capital market instruments such as certificate of deposits, treasury-bills, ADR/GDR, shares, debentures, its types along with other alternatives of investment bonds, stock, IPO, mutual funds, options, and forward trading. Besides these, the historical perspective of securities market reforms in India has also been studied. Block 2 describes portfolio theories and models such as CML, CAPAM, SML, APT Model, Black & Scholes Option Pricing Mechanism, Sharpe, Treynor & Jensen Ratio, and Modern Portfolio Theory with ample numerical applications. Numerical applications consist of computing portfolio risk, return, variances, covariance, valuation of Goverment stock, bonds, equity and preference shares, YTM, evaluating performance of securities, assessment of net return and maintenance margin in margin trading, ranking of securities and many more. Written in questions & answers format, its theory and applications unit aims at facilitating examination preparation. This section is also devoted to the financial basics of securities and portfolio. It elucidates the fundamental analysis tools — profit and loss, balance sheet, auditor report, cash flow statement etc. — and the technical analysis tools — bar chart, candlesticks diagrams, RSI etc., in an easy-to-understand manner. Besides, it introduces Elliot Wave and Z-score theories. Block 3 includes financial basics that helps in understanding the impulse of portfolio theory through P/E Ratio, WACC, etc. It is hoped that the students of Management will consider this book a valuable asset while for the teachers it is an ideal reference book. Even the students of distance learning program will find it useful owing to its comprehensible explanations, charts, diagrams and rich illustrations.

Table of Contents:
Block 1—Stock Exchange and Investments Alternatives 1. Stock Exchange and Trading Concepts 2. Money Market and Capital Market 3. Initial Public Offering (IPO) 4. Mutual Funds 5. Stocks 6. Bonds 7. Options 8. Trading a Stock Vs. Stock Options 9. Warrants 10. Future Fundamentals 11. American Depositary Receipt (ADR) 12. A Historical Perspective of the Securities Market Reforms in India Block 2—Security and Portfolio Theory, Applications and Analysis 13. Portfolio Theory and Applications 14. Enhanced Security and Portfolio Applications 15. Fundamental Analysis 16. Technical Analysis 17. Statistical and Mathematical Analysis 18. Analyzing Market Breadth 19. Analyzing Thru Elliott Wave Theory 20. Z Score Analysis Block 3—Securities and Portfolio Financial Basics 21. Price Earning Ratio: P/E Ratio 22. Earning Per Share: EPS Types and PEG Ratio 23. Evaluating Earning Per Share: EPS Quality 24. Gearing Enterprise Value: EV 25. Weighted Average Cost of Capital: WACC


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Product Details
  • ISBN-13: 9788126908226
  • Publisher: Atlantic
  • Publisher Imprint: Atlantic
  • Language: English
  • ISBN-10: 812690822X
  • Publisher Date: 2007
  • Binding: Hardcover
  • No of Pages: 312

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