Module 04 Quarterly Results Analysis

Equity Edge

                 Module 04 Quarterly Results Analysis

  • Annual Reports Analysis: Companies released their annual report on a yearly basis which requires some knowledge to understand about the various information that comes with the report.                                                                                              
  • Management Discussion: Management discussion is the part of a public company’s annual report or quarterly filing. Under this the management addresses the company’s performance during the period under review.                                                                           
  • Directors Reports: A directors’ report is a financial document that larger limited companies are required to file at end of the financial year. Among these accounts is the directors’ report, which is produced by the board of directors and outlines the financial state of the company.                                                        
  • How to read company Annual Report & DRHP: Understanding the annual report comes from understanding the various factors like Business operation, Risk Factors, Legal Proceedings,  Financial Data and Management’s Discussion.                               
  • NPV & IRR Rules: Net present value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows over a period of time. By contrast, the internal rate of return (IRR) is a calculation used to estimate the profitability of potential investments.                                                
  • HPR & HPY: Holding period return is the total return received from holding an asset or portfolio of assets over a period of time, known as the holding period, generally expressed as a percentage. Holding period return is calculated on the basis of total returns from the asset or portfolio (income plus changes in value). It is particularly useful for comparing returns between investments held for different periods of time.                                 
  • Demand Supply & Elasticity Concepts: An elastic demand or elastic supply is one in which the elasticity is greater than one, indicating a high responsiveness to changes in price. An inelastic demand or inelastic supply is one in which elasticity is less than one, indicating low responsiveness to price changes.                      
  • Comparative Analysis: The item-by-item comparison of two or more comparable alternatives, processes, products, qualifications, sets of data and systems. The comparative analysis was especially useful as each example served as a great guide or template for understanding the other.                        
  • IPO Analysis: The IPO views provide detail analysis of company background, offer detail, company valuation, capital structure, financial performance, strength, risks & benefits of investment, peer comparison and recommendation about IPO. These IPO note are presented to keep both short and long term investors in mind.


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