Investment Portfolio Management Assignment
rockshan1997
4FundamentalTechnicalAnalysis.pptxBAFI1042
“Fundamental & Technical Analysis”
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Log into Eikon
Please access Eikon online through this web link
https://eikon.thomsonreuters.com/index.html
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Logging into Eikon
Click here to sign in
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Logging into Eikon
Then enter Username and Password
Please tick on this option so you don’t need to retype the user ID and password every time
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If you experience any login difficulty, please contact [email protected]
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Fundamental analysis
In order to conduct a more thorough and in- depth analysis of the securities, you can conduct a detailed fundamental analysis.
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Company Specific Analysis
Type the name of the company or the company RIC code. (Select the company listed on the ASX20)
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CBA – Company details screen
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CBA – News & Research
Click on ‘News & Research’ tab for any public information released to the market
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CBA – Historical Pricing
For historical pricing, click on ‘Price & Charts’, then ‘Financial Chart’.
You can export the data into excel by clicking the excel button (right corner of the screen).
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CBA – Financial Statements & Ratios
1. For financial statements and financial ratios, it can be accessed from ‘Financials’ tab.
Tabs to be used:
-Income statement, balance sheet, cash flow
-Ratios-key metrics, Ratios- profit/value/risk
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2. Examples of financial ratios you can consider are:
Dividend yield
ROE
P/E
P/B
Leverage ratio (Asset/Equity)
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CBA – Peer Analysis
1. For company peer group analysis, it can be accessed from ‘Peer Analysis’ tab.
2. You can add more variables to compare through ‘Add Column’
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CBA – Peer Analysis
Examples of financial ratios you can consider are:
Dividend yield
ROE
P/E
P/B
Net profit margin
Total debt to total equity ratio
Long term growth (it is an estimate of the compound average rate of EPS growth an analyst expects over a period of three to five years)
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CBA – Peer Analysis
To see the historical graph/chart of the ratio, click on ‘Time Series Chart’
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CBA – Peer Analysis
Selecti peer companies & timeframe to see the historical trend
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CBA – Peer Analysis
To see the historical data and export to excel (if you want), select ‘View Chart Data’
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CBA – Forecasted Financial Statement
For forecasted financial statements, it can be accessed from ‘Statement View’ tab.
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CBA – Intrinsic Value
For estimated share price and analyst recommendation, it can be accessed from ‘Recommendations & Target Price’ tab.
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CBA – Valuation Model
For valuation model and result, it can be accessed from ‘Intrinsic Valuation’ tab.
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Technical Analysis
To select security following technical analysis, you are required to identify bearish and bullish pattern (buy and sell signal) using either the (i)50-day and 200-day moving average line (MA) or (ii) 20-day and 50-day MA lines, along with stock price and trading volume. You can also use other shorter-day MA or longer-day MA line if necessary.
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CBA – Technical Analysis
Click on ‘Price & Charts’, then ‘Financial Chart’ tab.
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CBA – Moving Average
To add MA to the chart, click on ‘Add Analysis’ button
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CBA – Moving Average
Selecting ‘Moving Average – Simple’ and input the days for MA period.
Next, click “Add’ and then ‘OK’.
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CBA – Moving Average
To add volume to the chart, click on ‘Add Analysis’ button again, ‘Volume’.
Next, click “Add’ and then ‘OK’.
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CBA – Moving Average
You can adjust or customize the timeframe below
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CBA – Add Event Marker
To add market events (ie, dividends, news, earnings, etc), simply click on the ‘Add Event Marker’ button.
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CBA – Add Event Marker
Selecting one of the options, such as dividends, news, earnings, etc. And the news should be plotted on the same graph.
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Other useful functions
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Economic Monitor
Typing ‘em’ in the search box and selecting ‘Economic Monitor’ app
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Economic Monitor
Select Australia, Timeframe, Economic or Central Bank Events
Click ‘update’ to view the available events
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Economic Poll
Typing ‘ecop’ in the search box and selecting ‘Economic indicator Polls’ app
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Economic Poll
Select Indicator Polls or Long-term Outlook, then Indicator
Select Australia
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You can always download the analysis/data into excel files by simply clicking on the excel button
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