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Fundamental Analysis Workshop Series Session Two – Art of Reading Annual Reports

Fundamental Analysis Workshop Series Session Two – Art of Reading Annual Reports. DISCLOSURES & DISCLAIMERS. This research material has been prepared by NUS Invest.

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Fundamental Analysis Workshop Series Session Two – Art of Reading Annual Reports

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  1. Fundamental Analysis Workshop Series Session Two – Art of Reading Annual Reports

  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. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  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. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  4. SYLLABUS Basic Decrypting Applying the Information Introduction Where to find? Q & A

  5. Common Issues • Where to source out the important and relevant information? • What do certain terms mean? Basic Decrypting Applying the Information Introduction Where to find? Q & A

  6. Agenda • Where to find Annual Reports? • Understanding an Annual Report • Income Statement • Balanced Sheet • Cash Flow Statement • Statement of Retained Earnings • Applying the information Basic Decrypting Applying the Information Introduction Where to find? Q & A

  7. INTRODUCTION Basic Decrypting Applying the Information Introduction Where to find? Q & A

  8. PROFILE • NUS Invest Research Analyst • Year 1 BBA • 2 years experience • Pure Fundamental Analysis Basic Decrypting Applying the Information Introduction Where to find? Q & A

  9. Where can I find Annual Reports? TECHNICAL ANALYSIS Introduction Where to find? Q & A DOW THEORY

  10. Where can I find Annual Reports? Basic Decrypting Applying the Information Introduction Where to find? Q & A

  11. Where can I find Annual Reports? Basic Decrypting Applying the Information Introduction Where to find? Q & A

  12. Decrypting the Annual Report Basic Decrypting Introduction Where to find? Q & A DOW THEORY

  13. Annual Report • Released annually • Snapshot of the business • No two are the exactly same Basic Decrypting Applying the Information Introduction Where to find? Q & A

  14. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  15. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  16. Main Components • Chairman’s Statement • Business Review • Income Statement • Balanced Sheet • Statement of Cash flow • Statement of Retained Earnings Basic Decrypting Applying the Information Introduction Where to find? Q & A

  17. Chairman’s Statement Basic Decrypting Applying the Information Introduction Where to find? Q & A

  18. Business Review Basic Decrypting Applying the Information Introduction Where to find? Q & A

  19. Business Review

  20. Income Statement Basic Decrypting Applying the Information Introduction Where to find? Q & A

  21. Balanced Sheet Basic Decrypting Applying the Information Introduction Where to find? Q & A

  22. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  23. Basic Decrypting Applying the Information Introduction Where to find? Q & A

  24. Statement of Cash Flow Basic Decrypting Applying the Information Introduction Where to find? Q & A

  25. Statement of Retained Earnings Basic Decrypting Applying the Information Introduction Where to find? Q & A

  26. Applying the Information Basic Decryption Applying the Information Introduction Where to find? Q & A

  27. Ratios • NTA • EPS • PE • ROE • Current Ratio • Debt/Equity Basic Decryption Applying the Information Introduction Where to find? Q & A

  28. Mentality • Be curious, inquisitive • Take nothing for granted • Don’t be swayed by neither optimism nor pessimism • Make your own judgements • Stand by them Basic Decryption Applying the Information Introduction Where to find? Q & A

  29. Liquidating Value

  30. Q & A Basic Decrypting Applying the Information Introduction Where to find? Q & A

  31. Summary • Curiosity • Patience • Hardwork Basic Decrypting Applying the Information Introduction Where to find? Q & A

  32. THANK YOU! Basic Decrypting Applying the Information Introduction Where to find? Q & A

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