How to read & Evaluate Annual reports of Listed Companies
What you'll learn
- structure of annual reports
- stock exchange regulatory requirements
- how to read annual reports
- how to anlalyse annual reports
- what information is found and what is usually missing from reports and where to find missing information
- using analysis techniques to understand what company is hiding
- financial statement analysis of APPLE and Southwest airlines
- computer and english language
Listed companies are bound by duty to provide all necessary information to stakeholders in order to understand companies' performance. Some stock exchanges have dedicated formats and requirements while others have broad guidelines.
Reporting requirements however includes a minimum of
- Companies product information, competitors, market risks, and road strategies
- Management report explaining key aspects of companies performance (management, however, may not report all issues and materiality definition is vague)
- Audited financial statements.
Annual reports are quite large documents with a full load of information. Investors and stakeholders can not trust all information and disclosure prima facie. hence they need to understand the structure of annual reports, what section contains what kind of information.
Users need a logical approach in getting around with the annual report, in this course, we will teach you that approach with practical example and follow along the process.
We used APPLE inc as a case study and South West airlines as an example.
Take this course and let us know if you have any other idea and suggestion to add here
What you will learn?
structure of annual reports
stock exchange regulatory requirements
how to read annual reports
how to anlalyse annual reports
what information is found and what is usually missing from reports and where to find missing information
using analysis techniques to understand what company is hiding
financial statement analysis of APPLE and Southwest airlines
Who this course is for:
- financial statements anlaysts
PROFILE & STRENGTHS
Mr Manish Gupta is an experienced hospitality finance professional, having a blend of financial core expertise with hands-on training in managing hotel operations and business development.
Having worked as an Auditor for 7 years, he moved into finance management for brands like Parsvnath Developers and Shangri-La Hotels & Resorts and currently serving as the CFO of HTOO Hospitality.
His role is to spread the finance function for the largest hospitality in Myanmar owned and managed by one of the biggest business houses in Myanmar. They have 16 operational and underdevelopment High-end boutique resorts (covering an overall room inventory of 800+ rooms), 2,000 employees. Most of the properties are leaders in their region on trip advisor and won various travel awards over a period of time.
He has proven experience in setting up the foundation for sustainable growth (in the form of management information systems, restructuring), ERP implementation, gear towards IPO readiness & IFRS convergence. With such a great skill set, the students can be assured about the quality of training with his expertise.
He has been teaching at various institutions in Myanmar such as Swiss Business School, American Hospitality Institute of Myanmar with students ranging from directors to CEO of various companies.
ACADEMIC & PROFESSIONAL CREDENTIALS
Chartered Accountant – 2005 (Member of the ICAI) form Institute of Chartered Accountant of India
Company Secretary – 2005 from Institute of Company Secretaries of India
DISA (Diploma in Information System Audit) Supervisory Excellence (Online) & Business Leadership form e-Cornell University
Strategic Leadership from Shangri-La Global University
Hotel management school is leading online hotel management training and service provider with having over 15 years if experience in hospitality, finance, audits, startups. We have been training over 100k students on udemy and physical classes and impacting their learning experience.
We provide hotel consulting services to small and medium-sized hotels to help them grow their business and profitability. If you wish to explore our services, pls send us a message with your query, we will be happy to assist in
- Revenue Management
- Guest Journey Mapping
- Financial Management and Planning