Introduction
to Investments
10e
Chapter
1: Investments: An Introduction
Herbert B. Mayo
Introduction of Portfolio
Construction
Income is either spent or saved.
Savings are invested.
The investments constitute a
portfolio.
The composition of a portfoli
ASSIGNMENT 1 - INVESTMENT ANALYSIS
Answer ALL the questions.
1. Some financial theorists consider the variance of the distribution of expected rates of return
to be a good measure of uncertainty. Discuss the reasoning behind this measure of risk and
its p
BAFB4103/ CORPORATE FINANCE
CORRPORATE FINANCE ASSIGNMENT
(20 %)
TASK
1. Explain 4 financial derivatives tools that are used for hedging purposes based on your
reading from the textbook or internet.
2. Identify the financial derivative tools employed by 2
FORUM - Investment Analysis (BAFB4123)
1. Given the formula for the standard deviation of a portfolio, how and why do you
diversify a portfolio?
From my opinion, one of the most basic principles of finance is that
diversification leads to a reduction in r
BAGB3023 Entrepreneurship
Semester June 2017 Course Structure for Continuous Assessment
Marks allocation:
Class Project
Group assignment
Group assignment 2
Test 1
Test 2
Final exam
Total
-10%
1
-10%
-10%
-10%
-10%
-50%
-100%
Class project ( Organizing Ent
Table of contain
BACKGROUND
VISION AND MISSION
EXTERNAL ANALYSIS
SUMMARY OF EXTERNAL ANALYSIS
INTERNAL ANALYSIS
SUMMARY OF INTERNAL ANALYSIS
ACTION PLAN
CONCLUSION
Background of the organization.
The company (Singapore and Straits Aerated Water Company) w
6.0 Strength, opportunity and suggestion
6.1 The strength
CIMB Islamic equity fund one of the popular financial services offered by the bank to its
consumers across Malaysia. Besides that,CIMB Bank had developed a good reputation for
the Islamic banking a
1.0 Introduction and title with explanation of choosing the particular topic and
company
For this subject Islamic Economics and Finance: Theory and Ethics, the title of
our group project paper is Report and an Interview on Islamic Finance Products.
And fo
Category: Construction
Derivative financial instruments and hedging activities of GAMUDA Berhad
The Group uses derivative financial instruments such as interest rate swaps to hedge its interest
rate risk. Such derivative financial instruments are initiall
ASSIGNMENT 2 INVESTMENT ANALYSIS
There are SIX (6) questions in this section. Answer ALL the questions.
1. The share price of Madrid plc is currently $2.00. Johnson holds a call option with an
exercise price of $1.80, exercisable in 3 months time. What wi
Quiz 2 Investment Analysis
Question 1
Refer to the following information on joint stock returns for stock X, Y, and Z in the table
below.
Probability
0.20
0.30
0.25
0.25
Stock X
0.20
-0.05
0.10
0
Return for stock
Stock Y
0.25
0.10
0.05
-0.10
Stock Z
0.10
Introduction
to Investments
10e
2
Chapter
: Securities
Markets
Herbert B. Mayo
Market Makers - Security Dealers - Specialists
Offer to buy and sell for their own
accounts
Spread - difference between the bid
and ask prices
Market makers
do not set the
Introduction
to Investments
10e
Chapter
6: Mutual Funds
Herbert B. Mayo
Investment Companies
Two Types
Closed-end
Open-end (commonly called a
mutual fund)
2
Important General Information
Net asset value (NAV) - the value
of a share
Taxation - pass thr
Introduction
to Investments
10e
Chapter
8: Stock
Herbert B. Mayo
Investing in Stock
Acquiring ownership in a
corporation
2
Corporations
Formed by a state
Certificate of incorporation
Charter - specifies the relation with
the state
Bylaws - specifies
Introduction
to Investments
10e
Chapter
5: Portfolio Management
Herbert B. Mayo
Return
Income plus capital
appreciation
Differences among:
Expected return
Required return
Realized return
2
Risk
The uncertainty associated
with earning the expected
re
Introduction
to Investments
10e
Chapter
7:
Exchange-Traded Funds,
Closed-End Investment Companies, and
Real Estate Investment Trusts
Herbert B. Mayo
Closed-end Investment
Companies
Fixed capital structure
Shares are bought and sold in
the secondary mark
Introduction
to Investments
10e
Chapter
17:
Options
Herbert B. Mayo
An Option
A right to buy or sell stock:
at a specified price (exercise
price or "strike" price)
within a specified time period
The price of an option is called
the "premium.
2
Call Op
Introduction
to Investments
10e
14
Chapter
: FixedIncome Securities
Herbert B. Mayo
Current Value
The current value of a bond:
the present value of cash flows
Interest and principal
discounted back to the present
at the going rate of interest on
compa
Introduction
to Investments
10e
Chapter
10:
Returns and Stock
Markets
Herbert B. Mayo
Measures of Stock
Performance
Averages and Indices
Different means to calculate an
average
Price-weighted
Value-weighted
Equal-weighted
Geometric
2
A Price-weighted Ave
Introduction
to Investments
10e
Chapter
13:
Bonds
Herbert B. Mayo
Bond Basics
Interest - coupon rate
Principal amount
Maturity date
2
Bond Basics
The indenture
The trustee
3
Bonds are Issued as
Bearer bond
Registered bond
Book-entry bond
4
Positiv
Quiz 1 Investment Analysis
1. The following are the likely returns from Z plc, and the associated probability of each of
the returns:
Return
Probability
10%
0.2
15%
0.5
20%
0.3
Calculate the average return, and the total risk.
2. An investor has the choic
FINANCIAL STATEMENT
ANALYSIS
(BAFB4153)
ASSIGNMENT
NAME: CHE SITI NUR ZAHIDA BINTI CHE ZAHID
MATRIX NO: KB1502BD8932
LECTURE: MOHD KAMAL B. HASSIM
1. INTRODUCTION
Objective:
The Groups objectives are to become the dominant player and a regional one stop c
