Basic financial and economic knowledge; knowledge about investments, credits and loans.

A kötelező előtanulmányi rend az adott szak honlapján és képzési programjában található.

The main purpose of the course is to build up a theoretical basis for the external evaluation of the firms, and to support the investments based on that evaluations. Within that there are special topics, like the followings: evaluation of securities based on risk and return analysis, portfolio management. Analysis of frequent business cases like: investment and lending situations, financial risk assessment, recognition of unrealistic transactions or offers with extremely high risk, finding acceptable compromised solutions.

Synopsis :

 Indicators to evaluate value and risk of  firms

 Involving new capital to enterprises, possible forms, strategies for securing 

 Pricing credits, evaluation of claims, scoring credit-claims , 

 Risk of exchange rates, risk of having loans

Business Case study 1: CAPEX with high level of Debt/Equity

 Financial behavior: investor types, expectations  and behavior

 Non financial investments and their risks

 Financial investments, securities, security markets, financial markets

 Pricing of securities, basket pricing method, forecasting rates

o Business Case study 2: Firm entering to the capital market

 Definition of risk, relation between risk and yield, distribution of risk, calculation of yield 

 Selection of securities and portfolios, based on returns

 Market of securities, forecasting return 

 Theory for portfolios, options and their effects, selecting and analyzing portfolio and securities 

o Business Case study 3: Preparing for pension funding

 Analysis of securities with interests

 Government securities, evaluation of county risk and inflation

 Pricing firms securities , pricing basket for securities 

o Business Case study 4: Firm issuing new bonds and securities 

 Prediction of breakdown with financing modeling

 Solutions and models for data intensive and complex problems  

Lectures with possibility of interaction 

There is one possibility to repeat the test in the teaching period. In the rectification period(repeat period) there is another (final) possibility to rewrite the in-class test (ZH).