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Session-6 Fundamental Analysis - Coggle Diagram
Session-6 Fundamental Analysis
Economy Analysis
IV
less than MV
sell
more than MV
buy
equal
no
Economy-Industry-Company Approach
Sales
Competitive Strenght
Industry demand/supply
national income
savings
population
price level
monetary credit policy
EXport import policy
COGS
Operating efficiency
industry wage level
industry, infrastructure, import/export policy
national wage policy price level
raw material production
economic infr
EBITDA
Capital structure, interest rate, fiscal policy
Tax
Tax planning
fiscal policy
Dividend
dividend policy
industry practice
fiscal policy
Answers
past/present/future
sectorial growth
Economy Forecasting
Barometric Approach
Leading Indicator
avg weekly hrs of production
avg weekly unemployment claims
plant orders contracts
stock price index
money supply
change in unfilled orders
index of consumers expactations
Lagging Indicator
outstanding commericial loans
avg duration of unemployment
avg interest rate
inventories to sale ratio
Coincidental indicators
trade sales
industrial production index
Geometric Approach
regression
econometrics
Anticipatory Survey
personal opinion
may not materialize
term
short <3
intermediate <5
long > 5
Diffusion index
Composite index
4/10
Component evaluation index
measure breadth of movement within each component
Efficient Market Hypothesis
Economy Factors
Inflation
WPI
CPI
includs services
necessary
business incentive and growth
less than growth rate
imported or increased prod
currency devaluation
oil
tarrifs
interest
more than inflation
Spread
lending rates
relation with inflation
bond yield reduce
decrease sovereign rating
decrease investor conf
FII withdraw
sell rupee buy dollar
Wages
Fiscal
deficit
surplus
Macro Economic
money supply
monsson
productivity of factors production
economic industrial polices
industrial prod capacity utilization
fiscal deficit
stage of business cycle
trends in capital market
credit/deposit ratio
unemployment
inflation
GDP
cost of living index
BOP
foreign investment
Global Economy