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Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing

Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing. DISCLOSURES & DISCLAIMERS. This research material has been prepared by NUS Invest.

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Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing

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  1. Fundamental Analysis Workshop Series Session One – Introduction to Stock Investing

  2. DISCLOSURES & DISCLAIMERS This research material has been prepared by NUS Invest. NUS Invest specifically prohibits the redistribution of this material in whole or in part without the written permission of NUS Invest. The research officer(s) primarily responsible for the content of this research material, in whole or in part, certifies that their views are accurately expressed and they will not receive direct or indirect compensation in exchange for expressing specific recommendations or views in this research material. GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  3. DISCLOSURES & DISCLAIMERS Nothing in this research material constitutes a representation that any investment strategy or recommendation contained herein is suitable or appropriate to a recipient’s individual circumstances or otherwise constitutes a personal recommendation. It is published solely for information purposes, it does not constitute an advertisement and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. The research material should not be regarded by recipients as a substitute for the exercise of their own judgement. Any opinions expressed in this research material are subject to change without notice. GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  4. Agenda • Why Invest in Equities? • How to Start? • Which Broker? • Fees Involved • Using the Internet (Resources) GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  5. #STORYOFMYLIFE GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  6. ABOUT ME After NS, Before NUS… Citibank Retail Banking Sales Executive (1 Year) • Credit Cards • Loans • Depository Products GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  7. ABOUT ME Fascinated about the Financial Markets Started off with Technical Analysis GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  8. ABOUT ME Internships, Internships and More Internships Equities Investment Unit (Operations) Corporate Finance (Investment Banking) Division – Spring into Banking Programme DBS Vickers Securities (USA, New York) - Asian Equities Sales Desk GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  9. ABOUT ME Internships, Internships and More Internships Equities Investment Unit (Operations) • Started to appreciate Fundamental Analysis: • Became interested in FA strategies such as: • Event Driven • Long-Short Equity Corporate Finance (Investment Banking) Division – Spring into Banking Programme DBS Vickers Securities (USA, New York) - Asian Equities Sales Desk GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  10. ABOUT ME Came back from New York, joined NUS Invest: GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  11. ABOUT ME • NUS Invest Research Analyst, FA Team Lead Came back from New York, joined NUS Invest: WHAT I THINK I DO WHAT I REALLY DO GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  12. ABOUT ME • NUS Invest Research Analyst, FA Team Lead Came back from New York, joined NUS Invest: WHAT I THINK I DO WHAT I REALLY DO GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  13. SYLLABUS GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  14. SCHEDULE • TUESDAY 6:15 – 7:30 pm • It would help to bring your laptop GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  15. INVESTING V.S. TRADING GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  16. Are You An Investor or a Trader? GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  17. Investing V.S. Trading Trading Investing • Months? Years? • Intraday: Less than a day • Swing Trading: Within a week • Time Horizon • Driven by fundamentals • Top-Down Analysis • Bottom-Up Analysis • Peer Comparisons • Event driven (Trade news) • Technical Analysis (Chart reading) • Methodology • One-off • Time consuming daily affair • Effort • Risk Appetite • Requires proper money/risk • management • Varies; typically lower GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  18. DIFFERENCES BETWEEN FUNDAMENTAL & TECHNICAL ANALYSIS TECHNICAL ANALYSIS FUNDAMENTAL ANALYSIS • Focuses on the economic forces of Demand & Supply that causes prices to move • Finding the intrinsic value of the market/asset • Characteristics of a company is employed in the analysis • Effects of economic factors on a stock such as earning reports, cash flow, etc are concerned • Analysis using past data of Demand & Supply • Study of historical graphs is stressed • Identify a trend at a relatively early stage & ride on that trend until the weight of the evidence shows or proves that the trend has reversed • Deals in probabilities, never certainties GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  19. HOW TO START? GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  20. CHOOSING A BROKER REQUIRES INVESTING/TRADING EXPERIENCE GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  21. RESOURCES GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  22. CHART NEXUS • http://www.chartnexus.com/ • Free End-of-Day (EOD) daily updates and 3 years of historical data GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  23. CHART NEXUS • http://www.chartnexus.com/ • Free End-of-Day (EOD) daily updates and 3 years of historical data GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  24. Bloomberg App GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  25. Bloomberg App GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  26. Bloomberg App GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  27. Bloomberg App GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  28. OSIRIS/ORIANA (NUS Library Database) • Synthesizes financial statements into Excel spreadsheets, Tables, Charts and Diagrams for more intuitive viewing • Industry analysis reports • Peer comparisons • Key financial ratios GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  29. WHAT TO EXPECT GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  30. Q & A GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

  31. THANK YOU! GETTING STARTED INVESTING VS TRADING INTRODUCTION Q & A RESOURCES

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