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Application of Financial Analysis in Practice

Type of study Bachelor
Language of instruction Czech
Code 154-0369/01
Abbreviation PAFA
Course title Application of Financial Analysis in Practice
Credits 3
Coordinating department Department of Finance
Course coordinator Ing. Petr Gurný, Ph.D.

Osnova předmětu

Lectures:
1) Introduction to financial analysis
2) Methods of financial analysis
3) Further examination of financial conditions
4) Financial performance evaluation – economic and market criteria
5) Financial plan
6) Predictive models of financial conditions

Exercises:
1) Financial statements
2) Common-size analysis
3) Ratio analysis – activity and liquidity
4) Ratio analysis – profitability, solvency and activity
5) Further study of profitability
6) Further trend analysis
7) Further cross-sectional analysis
8) Problems of accounting standards
9) Ratio analysis of economic data
10) Economic and market criteria
11) Financial plan evaluation
12) Setting and presenting recommendations

Povinná literatura

DLUHOŠOVÁ, Dana a kol. Finanční řízení a rozhodování podniku. Analýza, investování, oceňování, riziko, flexibilita, interakce. Jesenice: EKOPRESS, 2021. 257 s. ISBN 978-80-87865-71-2.
MAYES, Timothy R. Financial analysis with Microsoft Excel 2019. 9th edition. Boston: Cengage, [2021]. ISBN 978-0357-44205-0.
VOCHOZKA, Marek a kol. Finance podniku: komplexní pojetí. Praha. Grada, 2021. 312 s. ISBN 978-80-271-3267-6.

Doporučená literatura

BREALEY, R. A., S. C. MYERS, and F. ALLEN. Principles of Corporate Finance. New York: McGraw-Hill/Education, 2019. ISBN 978-1260013900 .
HIGGINS, Robert C., Jennifer L. KOSKI a Todd MITTON. Analysis for financial management. Twelfth edition. New York: McGraw-Hill Education, [2019]. ISBN 978-1-260-09191-5.
VERNIMMEN, Pierre, Pascal QUIRY, Maurizio DALLOCCHIO, Yann LE FUR a Antonio SALVI. Corporate Finance: Theory and Practice. Chichester: Wiley, 2018. ISBN 9781119424444 .
WAHLEN, James M., Stephen P. BAGINSKI a Mark T. BRADSHAW. Financial reporting, financial statement analysis, and valuation: a strategic perspective. 9E. Boston: Cengage, [2018]. ISBN 978-1-337-61468-9.