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2021-01-11 04:56:13
30-Day Money-Back Guarantee

This course includes:

  • 3 hours on-demand video
  • 5 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
Finance & Accounting Accounting & Bookkeeping Financial Statement

How to read & Evaluate Annual reports of Listed Companies

Learn to read, analyze annual reports , 10K reports, Annual Information Forms, Management Discussion analysis.
New
Rating: 4.7 out of 54.7 (8 ratings)
6,102 students
Created by Manish Gupta
Last updated 1/2021
English
English [Auto]
30-Day Money-Back Guarantee

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

Requirements

  • computer and english language

Description

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:

  • investors
  • financial statements anlaysts

Course content

3 sections • 16 lectures • 2h 59m total length

  • Preview03:56
  • Preview12:27
  • Sample of Annual Reports
    05:55
  • How to Download reports from Stock Exchanges
    04:43
  • How to Download reports from Company Websites
    04:45

  • Overview of annual report downloaded in previous video
    02:29
  • Explaining Structure of 10K and annual reports
    12:35
  • Key Steps in getting around with Annual Reports
    09:21

  • Step 1 - Understanding Company and its business
    17:14
  • Step 1 - Understanding Risks related to company
    15:52
  • Step 2 - Understanding market news and development to understand risks manage
    07:51
  • Step 3 - Reading Management Discussion and Analysis
    16:29
  • Step 4 using vertical analysis and horizontal analysis to identify concern area
    17:57
  • Step 4 Understanding balance sheet and using Ratio analysis, cash flow
    25:55
  • 15. Completed Example of Southwest Airlines
    18:03
  • Final Video on presentation and assignment
    04:06

Instructor

Manish Gupta
Hospitality Finance Expert and Business Strategist
Manish Gupta
  • 3.7 Instructor Rating
  • 2,631 Reviews
  • 74,568 Students
  • 34 Courses

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

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