RÉSZVÉNYPIACI BEFEKTETÉSEK - BMEGT35A120

The course’s main goal is to familiarize the students with the operating mechanisms of equity markets, stock exchanges, the main market institutions, indices, the basics of equity analysis and the main portfolio-management strategies. During the semester the main emphasis will be on the fundamental analysis of equities. The course covers mainly the content of the modul VI. of the CFA (Chartered Financial Analyst) exam.

1. The students are aware of
2. 1. the main concepts of equity markets,
3. 2. the context and most important theories of equity markets,
4. 3. the main methods of equity analysis,
5. 4. the main strategies of portfolio management

1. The students are able to
2. 1. plan and organize independent learning,
3. 2. comprehend and use the professional literature of the topic,
4. 3. grasp the professional language in writing and speech,
5. 4. recognize and solve practical professional problems.

1. The students
2. 1. are open to learn and adapt the methodology of equity investments,
3. 2. collaborate with their instructors and fellow students during the learning process,
4. 3. gain knowledge and information,
5. 4. are open to critical thinking.

1. The students
2. 1. are open to accept reliable critical remarks,
3. 2. are able to solve practical professional problems independently

Lectures and written communication, use of ICT tools and techniques.

• Kötelező:
• 1. Az előadások prezentációinak anyaga, ami a félév során folyamatosan fog feltöltésre kerülni.
• Ajánlott::
• 2. Bodie - Kane - Marcus: Investments (10th edition), McGraw-Hill, 2014.
• 3. Brealey, R. - Myers, C.S. - Allen, F.: Principles of Corporate Finance, McGraw-Hill, 2008.

Assessment of the previously described learning outcomes is based on one written end-term test.

Detailed description of performance evaluations during the Semester: practice during the lectures, only for the signature, but this is not included in the final evaluation. B. Detailed description of end-term assesment: Written Exam: 90 minutes, 100 points. The test consists of mostly calculations and some definitions.

• Vizsga (írásbeli) : 100

The condition for obtaining the signature is the preparation of the mid-year class assignments. The condition for writing the exam is to obtain a signature. The obtained signature is valid for the period according to the TVSZ.

Re-taking the exam during the exam-period.

Consulted with the Faculty Student Representative Committee, approved by the Vice Dean for Education, valid from: 08.11.2021.

Subject includes the topics detailed in the course syllabus to ensure learning outcomes listed under 2.2. can be achi- eved. Timing of the topics may be affected by calendar or other circumstances in each semester.