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INVESTMENT ANALYSIS (ACT 4221)

ACT4221 – January 2009 - Lecture 1. INVESTMENT ANALYSIS (ACT 4221). Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia. ACT4221 – January 2009 - Lecture 1.

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INVESTMENT ANALYSIS (ACT 4221)

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  1. ACT4221 – January 2009 - Lecture 1 INVESTMENT ANALYSIS (ACT 4221) Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  2. ACT4221 – January 2009 - Lecture 1 Lecturer : Associate Prof. Dr. Sazali Zainal Abidin Educational background : PhD. (Finance) - Universiti Putra Malaysia - 2004 MBA (Finance) - Cardiff Business School, University of Wales, Cardiff, U.K. - 1996; BSBA (Honours) (Economics/Finance) - University of Hartford, Connecticut, U.S.A - 1991; and Diploma in Investment Analysis - Universiti Teknologi MARA (UiTM) - 1988 Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  3. ACT4221 – January 2009 - Lecture 1 Working Experience : Chief Executive Officer - MAA Bancwell Trustee Berhad - 2005 to 2006 Chief Executive Officer - MAA Mutual Bhd - 2001 to 2004; Assistant General Manager - ASM MARA Unit Trust Management Berhad - 1994 to 2001; Assistant Manager, Corporate Advisory - Rakyat Merchant Bankers Bhd - 1994 Investment Officer - Affin Trust Management Bhd. - 1993 to 1994; Investment Analyst - Capitalcorp Securities Sdn. Bhd. - 1992; and Investment Analyst - Baring Securities (Singapore) Pte. Ltd. - 1990 Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  4. ACT4221 – January 2009 - Lecture 1 PhD. study : Title of thesis - ‘Impact of Shifts in Correlation Structure on International Portfolio Diversification’; Supervisors - Professor Dr. Mohamed Ariff, Professor Dr. Annuar Md. Nasir and Professor Dr. Shamsher Mohamed. Paper presented - PhD. Colloquium, Malaysia Finance & Security Market 2001, Nikko Hotel, Kuala Lumpur; Malaysia Finance Association’s 5th Annual Symposium 2003, Multimedia University; Asian Finance Association Conference 2004, Taipei, Taiwan; Asian Finance Association Conference 2005, Kuala Lumpur; Malaysia Finance Association’s 8th Annual Conference 2006, Universiti Malaysia Sabah; and 2nd International Conference on Business, Management and Economics 2006, Izmir, Turkey Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  5. ACT4221 – January 2009 - Lecture 1 Lecturer : Associate Prof. Dr. Sazali Zainal Abidin Telephone/Fax : (03) 8946-7703 (Office) (013) 204-4820 (Hand-phone) (03) 8943-4019 (Fax) E-mail : drsazali@gmail.com Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  6. ACT4221 – January 2009 - Lecture 1 • Course synopsis : • This course covers both the theory and application of investment analysis, specifically equity, fixed income instruments and derivatives. It also covers both macro and micro analyses through economic/market analysis, sectoral/industry analysis and company/financial statement analysis. Techniques of performance evaluation of investment portfolios are included to complete the course. • Course objectives : • 1. determine the value of financial assets and instruments using various techniques and relate the modern portfolio theory with current practices. • 2.  use appropriate computer software to conduct investment analysis. • 3.  conduct proper and comprehensive company and industry analyses and measure the performance of investment portfolios. • increase communication skills and cooperation among students through carrying out the project given within the specific time. Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

  7. ACT4221 – January 2009 - Lecture 1 Valuation : Mid-Term Test : 25% Individual Assignment : 10% Group Assignment : 15% Final Exam : 50% Total : 100% Reference: Frank K. Reilly and Edgar A. Norton (2006), Investments Thomson South-Western, 7th Edition. (Text Book); Lawrence J. Gitman and Michael D. Joehnk(2008). Fundamentals of Investing, Pearson Addison Wesley, 10th Edition Sivalingam A. (1990), Modern Portfolio Management, Longman Publication Associate Prof. Dr. Sazali Zainal Abidin, Accounting & Finance Department, Faculty of Economics & Management, Universiti Putra Malaysia

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