NBS8003 : Financial Information Analysis
- Offered for Year: 2021/22
- Module Leader(s): Dr Zhijuan Wu
- Lecturer: Dr Yousry Ahmed
- Owning School: Newcastle University Business School
- Teaching Location: Newcastle City Campus
Semesters
| Semester 1 Credit Value: | 10 |
| Semester 2 Credit Value: | 10 |
| ECTS Credits: | 10.0 |
Aims
1. To introduce students to the application of advanced investment appraisal analysis
2. To critically evaluate company projects and performance with the advanced models of financial information analysis
Outline Of Syllabus
1st semester
Market Efficiency: concepts, tests and empirical evidence
Market Anomalies
Behavioural Finance
Advanced investment appraisal methods I (static approach): profitability Index, sensitivity tests, scenario analysis, breakeven point analysis
Advanced investment appraisal methods II (dynamic approach): flexibility value, decision tree analysis and real option analysis
Advanced investment appraisal methods III: game theory
2nd semester
Drivers of profitability
Economic value added
Earnings forecast
Creditworthiness assessment
Teaching Methods
Please note that module leaders are reviewing the module teaching and assessment methods for Semester 2 modules, in light of the Covid-19 restrictions. There may also be a few further changes to Semester 1 modules. Final information will be available by the end of August 2020 in for Semester 1 modules and the end of October 2020 for Semester 2 modules.
Teaching Activities
| Category | Activity | Number | Length | Student Hours | Comment |
|---|---|---|---|---|---|
| Scheduled Learning And Teaching Activities | Lecture | 9 | 2:00 | 18:00 | PIP (S1 3*2 hour + S2 6*2-hour) |
| Structured Guided Learning | Lecture materials | 8 | 1:00 | 8:00 | Pre-recorded lecture material (S1 5*1-hour + S2 3*1-hour) |
| Guided Independent Study | Assessment preparation and completion | 1 | 64:00 | 64:00 | N/A |
| Guided Independent Study | Directed research and reading | 1 | 50:00 | 50:00 | N/A |
| Scheduled Learning And Teaching Activities | Small group teaching | 6 | 1:00 | 6:00 | PIP (S1 3*1-hour + S2 3*1-hour) |
| Scheduled Learning And Teaching Activities | Drop-in/surgery | 1 | 1:00 | 1:00 | Online live session for S1 |
| Guided Independent Study | Independent study | 1 | 50:00 | 50:00 | N/A |
| Scheduled Learning And Teaching Activities | Scheduled on-line contact time | 3 | 1:00 | 3:00 | CANVAS discussion board for S1 |
| Total | 200:00 |
Teaching Rationale And Relationship
Lectures/lecture material, small group teaching and online discussions are used to develop students' understanding of this module.
Assessment Methods
Please note that module leaders are reviewing the module teaching and assessment methods for Semester 2 modules, in light of the Covid-19 restrictions. There may also be a few further changes to Semester 1 modules. Final information will be available by the end of August 2020 in for Semester 1 modules and the end of October 2020 for Semester 2 modules.
The format of resits will be determined by the Board of Examiners
Exams
| Description | Length | Semester | When Set | Percentage | Comment |
|---|---|---|---|---|---|
| Written Examination | 180 | 2 | A | 100 | N/A |
Formative Assessments
| Description | Semester | When Set | Comment |
|---|---|---|---|
| Prob solv exercises | 1 | M | In-class exercises |
| Prob solv exercises | 2 | M | In-class/after-class exercises |
Assessment Rationale And Relationship
The written examination tests the understanding of theoretical ideas underpinning the analysis of financial data as well as some skills - for example, problem solving, written communication and numeracy.
In the case of an alternative semester 2 assessment (worth 100% of the overall module mark) being necessary due to circumstances, the module leader will in the first instance consult with the DPD as to the requirements of the professional accrediting body to discuss possible acceptable alternatives. In 2020/21 this alternative was a 24 hour take home exam delivered online, and it is envisioned that if circumstances do not allow a present-in-person timed exam at the end of semester 2, and the professional body agrees, then this may well be an example of the type of alternative assessment which could be put in place.
Reading Lists
Timetable
- Timetable Website: www.ncl.ac.uk/timetable/
- NBS8003's Timetable