KHMI1112 — Phân tích đầu tư trong thị trường tài chính

This course introduces students to the theory and general principles of investment analysis in the financial market, in which students will be introduced to the contents of the financial market, the instruments of the financial market; the structure of the financial market; the methods of investment analysis in the financial market including fundamental analysis and technical analysis; the methods of valuing stocks and bonds; and an introduction to portfolio theory. This course will help students relate and apply the principles of economics, probability & mathematical statistics to investment analysis in the financial market.

The main content of the course:

- Provide learners with the concept, characteristics, and investment instruments in the financial market.

- Distinguish the difference between fundamental analysis and technical analysis. Provide learners with the concept and the application steps in fundamental analysis and technical analysis.

- Provide learners with the reason for using the valuation method for financial investment instruments. On that basis, apply some methods in valuing bonds and stocks.

- Help learners gain knowledge of building and managing an effective financial investment portfolio based on modern theories.

Regulations on conditions for the end-of-course examination

The attendance score must be 5 or higher (according to the general regulations of the University)

Method of evaluating the attendance score: Appendix 2, rubrics 1.

Method of evaluating the midterm score: Appendix 2, rubrics 2

Regulations on class attendance

Students/learners are responsible for attending all class sessions in full. Read the required materials in advance and complete all homework assignments.

In case of absence due to force majeure reasons, they must have full supporting documents. At the same time, students need to proactively acquire the knowledge through the materials provided by the lecturer on the LMS system and other required readings

Students will have the opportunity to receive bonus points added to the midterm score if the attendance score exceeds 10 points, but by no more than 2 points.

Students who do not submit the major assignment/group presentation will receive a score of 0 (zero) for the midterm assessment score. Students who submit the major assignment/group presentation late will be deducted 1 point for each day of late submission.

Regulations on classroom behavior

The course is conducted on the principle of respect for the learner and the teacher. All behaviors affecting the teaching and learning process are strictly prohibited.

Absolutely do not make noise or affect others during the learning process. Do not eat, drink, chew gum, or use electronic devices to listen to music during class.

Laptops and tablets may only be used for the purpose of taking lecture notes and performing calculations for the lecture and exercises, and must absolutely not be used for other purposes.

11. SYLLABUS ADJUSTMENT TIME

- June 2024

APPENDIX

Appendix 1. EXAM MATRIX

Weight in the course score: 50%

Format: Essay exam

Time: 90 minutes

Number of questions: 5 questions / 1 exam

Appendix 2. THE RUBRICS

Rubrics 1. Attendance score assessment

Weight in the course score: 10%

Assessed in the seminar session

Rubrics 2. Major assignment/group presentation assessment

Weight in the course score: 40%

The automated training management system evaluates the level of CLO achievement according to the University's general algorithm. The learning outcomes of the course are evaluated by students and the University after the end-of-course examination.