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AY 22/23
Sem 1  Materials

Specially curated for members of the SUSS Investment Group, these research materials should not be distributed to members outside the club.

Lesson 00

Introduction to Financial Markets and Instruments

  • Introduction to Financial Instruments

  • Introduction to Economic Indicators

  • Business Life Cycles

  • Introduction to Bonds

  • Primary and Secondary Markets

  • Introduction to Equity Research

  • Introduction to Financial Statements

Lesson 01

Asset Classes & Investment Styles

  • Introduction to Asset Classes

  • Investment Styles

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Equity Research - Valuation

  • Introduction to Valuation Methods 

  • Introduction to Excel & Financial Modelling (IS Forecast)

Lesson 02

Financial Institutions and Capital Creation

  • Introduction to Financial Institutions 

  • Capital Creation 

 

Equity Research - Company Analysis & DCF

  • What to Include in Business Descriptions 

  • Introduction to DCF Valuation

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Lesson 03

Identifying Macro Trends & Indicators

  • Identifying Macro Trends & Indicators

  • Defensive vs Cyclical Stocks 

 

Equity Research - Industry Analysis & DCF Recap

  • Industry Analysis & Frameworks

  • DCF Valuation - Summary & Recap

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Lesson 04

Understanding Financial Statements (Income Statement)

  • Introduction to Income Statement 

 

Equity Research - Investment Thesis & CapIQ

  • Investment Thesis 

  • Introduction to CapIQ

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Lesson 05

Understanding Financial Statements (Balance Sheet)

  • Introduction to Balance Sheet

 

Equity Research - Analyzing Risks & Relative Valuation

  • Investment Risks

  • Relative Valuation

  • Company Screening

  • Building Comps Tables

  • Comparison of Valuation Approaches

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Lesson 06

Understanding Financial Statements (Cash Flow)

  • Introduction to Cash Flow Statement

 

Equity Research - ESG & Supporting Schedules

  • ESG Overview & Components

  • ESG & Valuation

  • Supporting Schedules

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Lesson 07

Financial Terms & Red Flags

  • Financial Terminologies

  • Red Flags

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Lesson 08

Fundamentals of Portfolio Management

  • Introduction to Portfolio Management

  • Asset Allocation

  • SAA vs TAA

  • Efficient Portfolio

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Financial Analysis & Ratios

  • Classification of Ratios

  • Interpreting Ratios

  • Comparison to Peers

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Lesson 09

Research Session Summary & Recap​

  • Introduction to Financial Instruments

  • Introduction to Economic Indicators

  • Business Cycles

  • Capital Structure

  • Primary & Secondary Markets

  • ER Process

  • Financial Statements

  • Debit & Credit Rules

  • Time value of Money

  • Financial system and Capital Formation

  • Financial Statements and Key Ratios

  • Financial Terms

  • Red Flags

  • Common Fraud

  • Portfolio Management

  • Diversification

  • Asset Allocation

  • Efficient Portfolio

 

Equity Research - Summary & Recap of Valuation​

  • Summary of Equity Research

  • Summary & Recap of Valuation

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