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Investing and financing in the raw materials industry

* Exchange students do not have to consider this information when selecting suitable courses for an exchange stay.

Course Unit Code545-0189/01
Number of ECTS Credits Allocated5 ECTS credits
Type of Course Unit *Compulsory
Level of Course Unit *Second Cycle
Year of Study *Second Year
Semester when the Course Unit is deliveredWinter Semester
Mode of DeliveryFace-to-face
Language of InstructionCzech
Prerequisites and Co-Requisites Course succeeds to compulsory courses of previous semester
Name of Lecturer(s)Personal IDName
SOU70RNDr. Radmila Sousedíková, Ph.D.
Summary
The course is focused on financing and analysis of investments in the raw materials industry and methods of evaluating their effectiveness.
Learning Outcomes of the Course Unit
Analyse the financing and efficiency of investments in the raw materials industry.
Course Contents
1. Financing and its tasks in the raw materials industry
2. Current (short-term) financing
3. Business concept of investments, classification of investments in a mining company
4. Sources of investment financing and cost of capital
5. Internal sources of investment financing
6. External sources of investment financing
7. Principle of evaluating the investment effectiveness
8. Methods of evaluating the investment effectiveness
9. Investment risk
10. Financial investments in the raw materials industry
11. Bond financing and bond analysis
12. Financing using share capital and analysis of shares
13. Long-term loans in the raw materials industry
14. Leasing financing of investments
Recommended or Required Reading
Required Reading:
BODIE, Zvi, Alex KANE and Alan J. MARCUS. Essentials of investments. Tenth edition. New York: McGraw-Hill Education, 2017. ISBN 978-1-259-25504-5.
BODIE, Zvi, Alex KANE and Alan J. MARCUS. Investments and portfolio management. 9th ed., global ed. New York: McGraw-Hill/Irwin, c2011. ISBN 978-0-07-128914-6.
HIGGINS, Robert C., Jennifer L. KOSKI and Todd MITTON. Analysis for financial management. Twelfth edition. New York: McGraw-Hill Education, 2019. ISBN 978-1-260-09191-5.
MCLANEY, E. J. Business finance: theory and practice. 10th ed. Harlow: Pearson, 2014. ISBN 978-1-292-01612-2.
VALACH, Josef. Investiční rozhodování a dlouhodobé financování. 3., přeprac. a rozš. vyd. Praha: Ekopress, 2010. 513 s. ISBN 978-80-86929-71-2
SYNEK, Miloslav a Eva KISLINGEROVÁ. Podniková ekonomika. 6. přeprac. a dopl. vyd. Praha: C.H. Beck, 2015. 526 s. ISBN 978-80-7400-274-8.
POLÁCH, Jiří. Reálné a finanční investice. Praha: C.H. Beck, 2012. Beckova edice ekonomie. xvi, 263 s. ISBN 978-80-7400-436-0.
BODIE, Zvi, Alex KANE a Alan J. MARCUS. Investments and portfolio management. 9th ed., global ed. New York: McGraw-Hill/Irwin, c2011. 1022 p. ISBN 978-0-07-128914-6.
Recommended Reading:
MCMILLAN, Michael G. Investments: principles of portfolio and equity analysis. Hoboken: Wiley, c2011. ISBN 978-0-470-91580-6.
CSIKÓSOVÁ, Adriana, Katarína ČULKOVÁ a Mária JANOŠKOVÁ. Financial health of the company and bankruptcy avoiding. Ostrava: VŠB - Technical University of Ostrava, 2018. ISBN 978-80-248-4244-8.
PIKE, Richard H. and Bill NEALE. Corporate finance and investment: decisions & strategies. 5th ed. Harlow: Financial Times Prentice Hall, 2006. ISBN 0-273-69561-4.
BODIE, Zvi, Alex KANE a Alan J. MARCUS. Investments. Tenth global edition. Maidenhead: McGraw-Hill Education. 2014. ISBN 978-0-07-716114-9.
SIEGEL, Jeremy J. Investice do akcií: běh na dlouhou trať. Praha: Grada Publishing, 2011. 295 s. ISBN 978-80-247-3860-4.
FOTR, Jiří a Ivan SOUČEK. Investiční rozhodování a řízení projektů: jak připravovat, financovat a hodnotit projekty, řídit jejich riziko a vytvářet portfolio projektů. Praha: Grada Publishing, 2011. 408 s. ISBN 978-80-247-3293-0.
GLADIŠ, Daniel. Akciové investice. Praha: Grada Publishing, 2015. 176 s. ISBN 978-80-247-5375-1.
MCMILLAN, Michael G. Investments: principles of portfolio and equity analysis. Hoboken: Wiley, c2011. xxi, 620 p. ISBN 978-0-470-91580-6.
Planned learning activities and teaching methods
Lectures, Tutorials
Assesment methods and criteria
Task TitleTask TypeMaximum Number of Points
(Act. for Subtasks)
Minimum Number of Points for Task Passing
Credit and ExaminationCredit and Examination100 (100)51
        CreditCredit30 (30)17
                semestrální projektSemestral project30 17
        ExaminationExamination70 (70)34
                písemná zkouškaWritten examination70 34