ISMAT 3511

Investments Analysis

• ApresentaçãoPresentation

  Know and understand the topic of Investment Analysis. Introduce the world of financial markets and learn the basics. Mastering financial products as well as analyzing financial and real investments. Introduction to the Analysis of Investment Projects as well as the Basic Elements of an Analysis of Investment Projects moving towards the Analysis of the Economic-Financial Feasibility of an Investment Project, always suggesting the interaction between investment and financing as well as the question of the ever-present risk.
• ProgramaProgramme

  1 Financial System 1.1.Components of a financial system and financial intermediaries 1.2. Financial Assets and Financial Markets (Monetary and Capital) 2. Economic situation 2.1. Macroeconomic Fundamentals 2.2. Economic cycles and conjuncture indicators 3. Investment Analysis ? Investment Project Analysis 3.1 The Investment Project concept and Project Development phases 3.2. Project Development and Financial and Economic Analysis of projects 3.3. Selection of Investment Projects 4. Analysis of Financial Investments 4.1. Characteristics of Variable Income and stock market structure 4.2 Private Fixed Income Market and Rating: Concept and Ratings 4.3.Definition of currency characteristics of the foreign exchange market 4.4. Futures and Options and Cryptocurrency Market in the new era of finance
• ObjectivosObjectives

  At the end of the UC, students must: 1.Know the financial system and economic situation 2.Know the techniques necessary for the analysis and evaluation of financial assets, in particular bonds and shares, previously approaching the methodologies of evaluation and analysis of profitability and risk. 3.They must be able to compare and evaluate all financial assets as well as prepare investment portfolios 4. Know the topic of Analysis of Real Investment Projects 5.Know the Methodologies for Elaboration of Investment Projects and the Base Elements of an Analysis of Investment Projects 6. Understand the Economic and Financial Feasibility Analysis of an Investment Project; 7. Understand the Interaction between Investment and Financing Decisions as well as Understanding Risk and Uncertainty Analysis
• BibliografiaBibliography

  BREALEY, R.,Myers,F.Principles of Corporate Finance, 2011, 10th Edition, McGraw-Hill. BRIGHAM, E., Daves, P., Intermediate Financial Management, 2009, 10th Edition, South-Western College Pub Sebentas e Casos Práticos das Aulas da Cadeira de Análise de Investimentos CAIADO, Aníbal C. e CAIADO, Jorge. Gestão de Instituições Financeiras 3ª Edição, 2018. Lisboa: Sílabo. 177 x 243 x 35 mm. 688 páginas. ISBN: 9789726189473. SOARES, I., Moreira, J., Pinho, C. e Couto, J.. Decisões de Investimento, Análise Financeira de Projetos, 4ª Edição, 2015. Lisboa: Sílabo. 175 x 245 x 19 mm. 364 páginas. 9789726188063
• MetodologiaMethodology

  Methodology: ME 1: In the expository teaching methodology, the various contents of the program are exposed and explained. ME2: In the discussion of cases in classes, real situations will be used to exemplify how to apply the tools taught. There will be in-person or distance classes, where students will present their group work, suggesting the constitution of working groups. The group work will, at the end, be the object of an oral presentation (in person or at a distance) with criticism by the teacher. Assessment (face-to-face or distance): Written test: 50%; Group Work: 45% of the final classification. Attendance, orality and attitude in class: 5% of the final classification. The UC will take place in a system of theoretical-practical classes
• LínguaLanguage

  Português
• TipoType

  Semestral
• ECTS

  5
• NaturezaNature

  Mandatory
• EstágioInternship

  Não