Security Analysis and  Portfolio Management (SAPM)

• Introduction
• Investment
• Intrinsic Value
• Investment Process
• Financial Markets
• Securities Market Classification
• Money market
• Types of Stock Market Transactions
• Role of Stock Exchanges

    Securities Market

• Functions
• Listing of Securities
• Merits & Demerits
• Qualification for Listing
• Depository
• Dematerialization
• Public Issue
• Trading of Securities
• Role and Function of SEBI

    Risk

• Investment Risk
• Systematic Risk
• Market Risk
• Interest Rate Risk
• Purchasing Power Risk
• Unsystematic Risk
• Business Risk
• Expected Return on Individual Assets
• Portfolio Return
• Diversification and Portfolio
• Measurement of Systematic Risk

    Bonds

• Callable Bonds
• Convertible bonds
• Bond Analysis
• Bond Returns
• Bond Pricing Theorems
• Bond Risk

Bond Management

• Bond Rating Process
• Bond management Strategies.
• Major Factors of Bond Rating Process
• Bond Management Strategies
  • Interest Rate Anticipation
  • Bond Laddering
  • Valuation Analysis
  • Credit Analysis
  • Yield Spread Analysis
  • Bond Swaps

      Derivative Instruments

• Options
• Call Option
• Put Option
• Types of Options
• Option Value Models
• Future & Forwards

Efficient Market Hypothesis  

• Efficiency of Share Market
• Levels of Efficiency
• Weak Form
• Semi Strong Form
• Strong Form
• Inefficient Markets

    Fundamental Analysis

• Intrinsic Value
• E-I-C Analysis
• Economic Analysis
• Industry Analysis
• Company Analysis

   Technical Analysis

• Indicators
• Moving Average
• Oscillators
• Chart Patterns
• Continuation Pattern
• Flag Formation
• Elliot Wave Theory
• Fundamental Analysis VS Technical Analysis

    Share Value Models

• Balance Sheet Techniques
• Discounted Cash Flow Techniques
• Relative Valuation Techniques

    Capital Asset Pricing Model

• CAPM
  • Assumptions of CAPM
• Capital Market Line
• Security Market Line
• Pricing of Securities with CAPM
• Arbitrage Pricing Theory

    Portfolio Theory

• Markowitz Model
• Return of the Portfolio
• Risk of Portfolio
• Sharpe Index Model

    Portfolio Evaluation

• Sharpe's Performance Index
• Treynor’s Performance Index
• Jensen's Performance index
• Portfolio Revision
  • Passive Management
  • Active Management
  • Formula Plans
  • SWAPs
• Security Risk & Return
• Problem – 1
• Security Risk & Return
• Problem – 2
• Security Risk & Return
• Problem – 3
• Security Risk & Return
• Problem – 4
• Security Risk & Return
• Problem – 5
• Bond Management
• Problem – 1 & 2
• Bond Management
• Problem – 3 & 4
• Bond Management
• Problem – 5
• Portfolio Theory
• Problem – 1
• Portfolio Theory
• Problem – 1 & 2
• Single Index Model
• Problem – 1
• Portfolio Evaluation
• Problem – 1

Financial Analysis

• Financial Statement Analysis
• Examples of External Uses of Statement Analysis
• Primary Types of Financial Statements
  • Balance Sheet
  • Income Statement
• Basket Wonder’s Balance Sheet (Asset Side)
• Basket Wonder’s Balance Sheet (Liability Side)
• Basket Wonder’s Income Statement
• Framework for Financial Analysis

Financial Ratios

• Uses Of Financial Ratios
• Types of Comparisons
  • Internal Comparisons
  • External Comparisons
• External Comparison and Sources of Industry Ratios
• Liquidity Ratios
• Liquidity Ratio Comparisons
• Acid-Test Ratio
• Summary of Liquidity Ratio Comparisons
• Current Ratio Trend Analysis Comparison
• Acid Test Ratio Trend Analysis Comparison
• Summary of Liquidity Trend Analyses

Financial Leverage Ratios

• Financial Leverage Ratios Comparisons
  • Debt to Equity Ratio
  • Debt to Total Asset Ratio
• Financial Leverage Ratio Comparisons
  • Total Capitalization Ratio
• Coverage Ratios
• Coverage Ratio Comparisons
• Interest Coverage Ratio
• Coverage Ratio Trend Analysis
• Summary of Coverage Trend Analysis
• Activity Ratios
• Activity Ratios Comparisons
• Average Collection Period Ratio
• Payable Turnover
• Inventory Turnover Ratio
• Inventory Turnover Ratio Trend Analysis Comparison
• Total Asset Turn Over Ratio

Dollar Cost Averaging

• Dollar Cost Averaging (DCA)
• Advantages & Disadvantages
• Formula Plans
• Constant-Rupee-Value Plan
• Constant Ratio Plan
• Variable Ratio Plan

Sources Of Investment Information

• Financial Newspapers
  • International Business Times
  • Financial Times
  • The Wall street Journal
  • The Economic Times
  • Nihon Keizai Shimbun
  • Il Sole 24 ore
  • Mint
  • Business Standard
  • Handelsblatt
  • The Hindu
• List of News Papers in India
• Stock Market Index
• BSE
• BSE SENSEX
• NSE
• CNX NIFTY

Growth Shares

• Growth Shares
• Characteristics
• Speculation Of Shares
• Economic Benefits
• Disadvantages
• Reasons For Price Fluctuation
• Bargain Hunting
• Defensive Stock