Please enable JavaScript.

Coggle requires JavaScript to display documents.

CHAPTER 4: ECONOMIC AND INDUSTRY ANALYSIS, Chapter 8: Bond and equity…

- - - - – industry within which a particular company operates,
      - – how the company stacks up against the major competitors in the industry,
      - – the general outlook for that industry.
    - - – Plantation, Industrial Products, Hotel, Finance
      - – Manufacturing, Construction, Technology, Mining
      - – Healthcare, Utilities
      - – Staples, essentials
  - - - • Gross Domestic Product (GDP)
      - • Industrial Production
      - • Interest rate
      - • Employment
      - • Budget deficit
      - • Fiscal policy
      - • Monetary Policy.
      - • Inflation
  - - - changes in the growth rate of the money supply.
      - interest rates
      - corporate profit margins
      - corporate earnings
- - - - Average weekly hours of manufacturing workers.
      - Average weekly initial claims for unemployment insurance
      - Stock Price Index
      - Housing Statistics
  - - - Average duration of unemployment
      - Ratio of manufacturing and trade inventories to sales
- - - - uptrend
      - downtrend
      - horizontal trend
  - - - Breadth of the market
      - Contrary opinion
- - - - Market that facilitates the flow of short term securities
        
        Treasury bills, Certificate of Deposits, Commercial Paper, Banker's acceptance and Repurchase agreement
        
        Certificate of Deposits: short term fixed deposit
        
        Commercial Paper: short term unsecured debt issued by large corporations at discount from face value and returning amount at maturity
        
        Banker's Acceptance: an order to a bank by a customer to pay a sum of money at future date
        
        Repurchase Agreement: short term sale of government securities with an agreement to buy repurchase the securities at higher place.
        
        Treasury Bills: government securities issued at discount from face value and returning face amount at maturity (short term)
  - - - Individuals
        
        stocks/ shares, bonds, commodities
      - Corporations, Government
        
        plants, equipment, machineries, investment portfolios
- - - - -approving authority for corporate bond issues
- - - - -Investor/ consumer optimism
        
        Economic growth and recovery
  - - - Investor/ consumer pessimism
        
        Economic slowdown