Name: STOCK MARKET ANALYSIS
Code: 510109018
Type: Elective
ECTS: 4.5
Length of subject: Per term
Semester and course: 4th Year - Second term
Speciality:
Language: English
Mode of study: On-site class
Lecturer data: SÁNCHEZ VIDAL, FRANCISCO JAVIER
Knowledge area: Economía Financiera y Contabilidad
Department: Economía, Contabilidad y Finanzas
Telephone: 968325495
Email: javier.sanchez@upct.es
Office hours and location:
Qualifications/Degrees:
Academic rank in UPCT: Profesor Titular de Universidad
Number of five-year periods: 4
Number of six-year periods: 2 de investigación
Curriculum Vitae: Full Profile
[CB2 ]. Students are required to be able to apply their knowledge to their job or vocation in a professional manner, and to possess the skills that are usually demonstrated through the elaboration and defense of arguments and the resolution of problems within their area of study.
[CG3 ]. To issue advisory reports on specific situations of the company and the markets.
La competencia específica asociada a esta asignatura optativa es: "Definir, analizar, valorar y planificar las decisiones financieras de la empresa".
[CT5 ]. Putting the acquired knowledge into practice
Identificar los mercados financieros
Analizar los diferentes activos financieros y su valoración
Emplear determinados activos financieros para reducir el riesgo de la empresa
Enumerar las habilidades de un futuro director financiero de la empresa
La asignatura aborda el estudio de los mercados financieros, el análisis fundamental y los diferentes activos que cotizan en los mercados financieros.
TEACHING UNIT 1. FUNDAMENTAL ANALYSIS
T1. INTRODUCTION
T2. FUNDAMENTAL ANALYSIS
TEACHING UNIT 2. FINANCIAL MARKETS AND FINANCIAL ASSETS
T3. FINANCIAL MARKETS, SPECIAL OPERATIONS AND DERIVATIVES
Along the course several practices (essays, exercises, presentations, etc.) will be done related to the contents of the module.
TOPICS 1-3
Promoting the continuous improvement of working and study conditions of the entire university community is one the basic principles and goals of the Universidad Politécnica de Cartagena. Such commitment to prevention and the responsibilities arising from it concern all realms of the university: governing bodies, management team, teaching and research staff, administrative and service staff and students. The UPCT Service of Occupational Hazards (Servicio de Prevención de Riesgos Laborales de la UPCT) has published a "Risk Prevention Manual for new students" (Manual de acogida al estudiante en materia de prevención de riesgos), which may be downloaded from the e-learning platform ("Aula Virtual"), with instructions and recommendations on how to act properly, from the point of view of prevention (safety, ergonomics, etc.), when developing any type of activity at the University. You will also find recommendations on how to proceed in an emergency or if an incident occurs. Particularly when carrying out training practices in laboratories, workshops or field work, you must follow all your teacher's instructions, because he/she is the person responsible for your safety and health during practice performance. Feel free to ask any questions you may have and do not put your safety or that of your classmates at risk.
Class in conventional classroom: theory, problems, case studies, seminars, etc
Theory classes .
Practical and problem classes (in traditional classroom, computer classroom, laboratory, etc.)
COMPETENCES: All
LEARNING RESULTS: All
44
100
Class in laboratory: practical classes / internships
Laboratory or field practice class:
0
100
Class in the field or open classroom (technical visits, lectures, etc.). In general, activities that require special resources or planning
Laboratory or field practice class:
Seminars, tutorials led by teaching staff, conferences, visits, round tables, etc .
0
100
Class in a computer classroom: practical classes / internships
Practical class in the computer room:
0
100
Assessment activities (continuous assessment system)
Formative and summative evaluation activities
COMPETENCES: All
LEARNING RESULTS: All
1
100
Assessment activities (final assessment system)
Assessments (final assessment system): speaking or writing tests, individually or in groups, which should include the knowledge acquired in the classes. Summative evaluation
COMPETENCES: All
LEARNING RESULTS: All is included
3
100
Tutorials
Tutorials: Individual or in groups
COMPETENCES: All
LEARNING RESULTS: All
10
50
Student work: study or individual or group work
Autonomous work of students
Individual study: Time dedicated to studying the subject
COMPETENCES: All
LEARNING RESULTS: All
54.5
0
Presentation and defence of assignments
Presentation and defence of assignments .
COMPETENCES All
LEARNING RESULTS All
15 %
Spoken or written exams
Spoken or written exams. Spoken or written exams.
COMPETENCES All
LEARNING RESULTS All
.
30 %
Participation and involvement in the teaching-learning process
Participation and involvement in the teaching-learning process
0 %
Evaluation of assignments and reports on practical sessions (final product, follow-up and contribution in the case of group work)
Evaluation of assignments and reports.
COMPETENCES All
LEARNING RESULTS All
55 %
Presentation and defence of assignments
Presentation and defence of assignments. The student will make a video presenting his/her assignment equivalent to the assignment he/she failed in the SEC
Equivalent to the Presentation and defence of assignments of the SEC
15 %
Spoken or written exams
There will be an exam with questions and exercises equivalent to those of the assignments and reports of the CAS/SEC.
In the exam there will be a part equivalent to that of the exam of the CAS/SEC and another part consisting on a practical-theoretical exercise equivalent to the "Evaluation of assignments and reports on practical sessions" of the CAS/SEC
30 %
Evaluation of assignments and reports on practical sessions (final product, follow-up and contribution in the case of group work)
Evaluation of assignments and reports. Equivalent to the presentation of assignments and reports of the SEC
COMPETENCES All
LEARNING RESULTS All
55 %
Those students who have not attended to at least a 70% of the lectures (presential or online) have to attend the FINAL EVALUATION SYSTEM
Se podrán establecer mínimos para superar cada actividad evaluativa, según la normativa vigente.
According to the regulation, a minimum mark for each of the evaluation items could be established.
In the test-type evaluation units, penalizations for the wrong answers could be established. They will be detailed in the CONVOCATORIA of the exam.
Author: Brealey, Richard A.
Title: Principles of corporate finance
Editorial: McGraw-Hill Irwin
Publication Date: 2017
ISBN: 9781259253331
Author: Brealey, Richard
Title: Principles of corporate finance
Editorial: McGraw-Hill Education
Publication Date: 2014
ISBN: 9780077151560
Author: Lamothe Fernández, Prosper
Title: Opciones financieras: un enfoque fundamental
Editorial: McGraw-Hill
Publication Date: 1998
ISBN: 8448100689
Author: Weston, J. Fred
Title: Fundamentos de administración financiera
Editorial: Mcgraw-hill
Publication Date: 1993
ISBN: 9701003519
Author: Suárez Suárez, Andrés-Santiago
Title: Decisiones óptimas de inversión y financiación en la empresa
Editorial: Pírámide
Publication Date: 2014
ISBN: 9788436830194
Author: Fernández Alvarez, Ana Isabel, Aguiar Diaz, Inmaculada
Title: Introducción a las finanzas
Editorial: Civitas
Publication Date: 1994
ISBN: 8447003620
Author: Martín Fernández, Miguel
Title: Casos prácticos de dirección financiera
Editorial: Pirámide
Publication Date: 2006
ISBN: 843682072
Author: Sánchez Fernández de Valderrama, José Luis
Title: Curso de bolsa y mercados financieros
Editorial: Ariel
Publication Date: 2001
ISBN: 8434421763
Author: Fernández Blanco, Matilde
Title: Opciones: activos, mercados y valoración
Editorial: Instituto Español de Analistas de Inversiones
Publication Date: 1991
ISBN: 8440487525
Author: Alexander, Gordon J.
Title: Fundamentos de inversiones teoría y práctica
Editorial: Pearson Prentice Hall
Publication Date: 2003
ISBN: 9702603757
Author: Fernández Blanco, Matilde
Title: Dirección financiera de la empresa
Editorial: Pirámide
Publication Date: 1991
ISBN: 8436805976
Author: Suárez Suárez, Andrés Santiago
Title: Decisiones óptimas de inversión y financiación en la empresa
Editorial: Pírámide
Publication Date: 1998
ISBN: 8436810325
Author: Bodie, Zvi
Title: Finanzas
Editorial: Pearson
Publication Date: 2003
ISBN: 9702600979
Author: Fernández Alvarez, Ana Isabel
Title: Las decisiones financieras de la empresa
Editorial: Ariel
Publication Date: 1992
ISBN: 8434420775
Author: Hull, John
Title: Introducción a los mercados de futuros y opciones
Editorial: Prentice Hall
Publication Date: 2009
ISBN: 9786074421002
Author: Durán Herrera, Juan José
Title: Economía y dirección financiera de la empresa
Editorial: Pirámide
Publication Date: 1992
ISBN: 8436807138
Author: Martín, Manuel
Title: La operativa en los mercados financieros: Casos prácticos
Editorial: Ariel
Publication Date: 1995
ISBN: 8434421070
Author: Díez de Castro, Luis
Title: Ingeniería financiera: la gestión en los mercados financieros internacionales
Editorial: McGraw-Hill
Publication Date: 1997
ISBN: 8448118545
Author: Murphy, John J.
Title: Análisis técnico de los mercados financieros
Editorial: Gestión 2000
Publication Date: 2003
ISBN: 8480888865