The purpose of this lecture is to provide understanding and interpretation skills regarding tools of fundamental and technical analysis.
20
Contribution of the Course to Professional Development
Be capable of evaluating the effects of the changes in macroeconomic indicators on the economy and financial asset pricing, can develop estimates regarding price movements and make valuations of stocks and bonds. Additionally, be able to analyze the possible observed anomalies in the markets.
21
Learning Outcomes:
1
Being able to evaluate the possible effects of macroeconomic events and expectations on markets;
2
Being able to determine investment strategy and to manage investments;
3
Being able to determine investment strategy while evaluating sectoral developments;
4
Being able to make investment choices by interpreting the financial statements of companies;
5
Ability to read and interpret technical analysis indicators;
22
Course Content:
Week
Theoretical
Practical
1
Fundamental and Technical Analysis: Conceptual Framework / Efficient Markets Hypothesis, / Chaos Theory
Financial Statement Analysis Techniques: Vertical Analysis, Ratio Analysis.
7
Technical Analysis: Basic Concepts / Dow Theory
8
Technical Analysis: Chart Types and Chart Reading
9
Technical Analysis: Trend Analysis, Support And Resistance, Trend Channels
10
Technical Analysis: Patterns
11
Technical Analysis: Moving averages
12
Technical Analysis: Fibonacci-Gann Applications
13
Technical Analysis: Indicators I
14
Technical Analysis: Indicators II
23
Textbooks, References and/or Other Materials:
• Mark Andrew LIM, The Handbook of Technical Analysis, John Wiley & Sons Singapore Pte. Ltd.,2016 • Charles D. Kirkpatrick, Julie Dahlquist, Technical Analysis- The Complete Resource For Financial Market Technicians, Pearson Education, Inc., 2011 • David Aronson, Evidence Based Technical Analysis: Appliying the Scientific Method ans Statistical Inference tı Trading Signals, John Wiley & Sons, 2006. • Aydın Uyar, Temel Analiz: Bilanço Okuma Teknikleri, Beta Yayınevi,2001.
24
Assesment
TERM LEARNING ACTIVITIES
NUMBER
PERCENT
Midterm Exam
0
0
Quiz
0
0
Homeworks, Performances
0
0
Final Exam
1
100
Total
1
100
Contribution of Term (Year) Learning Activities to Success Grade
0
Contribution of Final Exam to Success Grade
100
Total
100
Measurement and Evaluation Techniques Used in the Course
Open-ended questions - Written
Information
25
ECTS / WORK LOAD TABLE
Activites
NUMBER
TIME [Hour]
Total WorkLoad [Hour]
Theoretical
14
2
28
Practicals/Labs
0
0
0
Self Study and Preparation
14
3
42
Homeworks, Performances
0
20
20
Projects
0
0
0
Field Studies
0
0
0
Midtermexams
0
0
0
Others
0
0
0
Final Exams
1
30
30
Total WorkLoad
120
Total workload/ 30 hr
4
ECTS Credit of the Course
4
26
CONTRIBUTION OF LEARNING OUTCOMES TO PROGRAMME QUALIFICATIONS
