Investment analysis examples
Introduction
Investment analysis without a spreadsheet in sight…
Click on hyperlinks or pics for coding examples.
Security analysis
Equity valuation
How do we know when a stock is cheap or expensive? To do this, we need to compare the stock’s price with its value. Every investor has to form his or her own valuation.
To have a solid understanding of how the value of the equity compares to the stock price it is important to appreciate fundamental concepts of valuation such as the time value of money.
Bond valuation
Bonds are securities issued by governments or corporations that pay interest over a fixed schedule and are the most well-known type of fixed income securities. However, like most fixed income instruments, they can trade very infrequently.
Consequently, a bond’s price may be a less reliable indicator of its value and analytical techniques are necessary when analyzing and valuing bonds.
Work by Johnny Lau
jonathancylau@hotmail.com