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| ISL4011 | Financial Statement Analysis | 3+0+0 | ECTS:5 | | Year / Semester | Fall Semester | | Level of Course | First Cycle | | Status | Compulsory | | Department | DEPARTMENT of BUSINESS | | Prerequisites and co-requisites | None | | Mode of Delivery | Face to face | | Contact Hours | 14 weeks - 3 hours of lectures per week | | Lecturer | Prof. Dr. Bünyamin ER | | Co-Lecturer | Prof. Dr. Bünyamin ER | | Language of instruction | Turkish | | Professional practise ( internship ) | None | | | | The aim of the course: | | To learn all aspects of fundamental analysis approach from valuation approach which can be used to make stock investment decision in stock exchange. |
| Learning Outcomes | CTPO | TOA | | Upon successful completion of the course, the students will be able to : | | | | LO - 1 : | Understand lack of financial statement, apply and comment financial analysis techniques, define basic financial statements. | 2,3 | 1 | | LO - 2 : | Explain regulation of financial statement in enterprises in terms of specific standarts. | 2,3 | 1 | | LO - 3 : | Show and use basic financial statements techniques. | 2,3 | 1 | | LO - 4 : | Show developing process and state of play of enterprices in terms of financial analysis results. | 2,3 | 1 | | LO - 5 : | Apply financial analysis techniques with computers. | 2,3 | 1 | | CTPO : Contribution to programme outcomes, TOA :Type of assessment (1: written exam, 2: Oral exam, 3: Homework assignment, 4: Laboratory exercise/exam, 5: Seminar / presentation, 6: Term paper), LO : Learning Outcome | | |
| Investment decisions and information, valuation approaches, economic and sector analysis, financial statements; balance sheet, income statement, profit and loss statement, cash flow and fund flow statements, techniques used in the financial statement analysis, vertical analysis, horizontal financial statements analysis, trend analysis. |
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| Course Syllabus | | Week | Subject | Related Notes / Files | | Week 1 | Investment Decisions and Information | | | Week 2 | Stocks and Fundamental Valuation Approaches | | | Week 3 | Economic Analysis | | | Week 4 | Sector Analysis | | | Week 5 | Firm Analysis | | | Week 6 | Balance Sheet | | | Week 7 | Income Statement | | | Week 8 | Cash Flow Statement | | | Week 9 | Mid-term Exam | | | Week 10 | Statement of Changes in Equity | | | Week 11 | Supplementary Statements | | | Week 12 | Horizontal Analysis | | | Week 13 | Vertical Analysis | | | Week 14 | Trend Analysis | | | Week 15 | Ratio Analysis | | | Week 16 | Final Exam | | | |
| 1 | ER, Bünyamin, KURTARAN, Ahmet, KARAKAYA, Aykut. 2017; Finansal Tablolar Analizi, Celepler Matbaacılık Basın Yayın ve Dağıtım, Trabzon. | | | |
| 1 | AKDOĞAN, Nalan, TENKER, Nejat. 2007; Finansal Tablolar ve Mali Analiz Teknikleri, Gazi Kitabevi, 12. Baskı, Ankara. | | | 2 | AKGÜÇ, Öztin. 2006; Mali Tablolar Analizi, Bahçeşehir Üniversitesi Yayınları, 12. Baskı, İstanbul. | | | |
| Method of Assessment | | Type of assessment | Week No | Date | Duration (hours) | Weight (%) | | Mid-term exam | 9 | 11/2022 | 1 | 50 | | End-of-term exam | 16 | 01/2023 | 1 | 50 | | |
| Student Work Load and its Distribution | | Type of work | Duration (hours pw) | No of weeks / Number of activity | Hours in total per term | | Yüz yüze eğitim | 4 | 14 | 56 | | Sınıf dışı çalışma | 6 | 14 | 84 | | Laboratuar çalışması | 0 | 0 | 0 | | Arasınav için hazırlık | 11 | 2 | 22 | | Arasınav | 1 | 1 | 1 | | Uygulama | 0 | 0 | 0 | | Klinik Uygulama | 0 | 0 | 0 | | Ödev | 0 | 0 | 0 | | Proje | 0 | 0 | 0 | | Kısa sınav | 0 | 0 | 0 | | Dönem sonu sınavı için hazırlık | 11 | 4 | 44 | | Dönem sonu sınavı | 1 | 1 | 1 | | Diğer 1 | 0 | 0 | 0 | | Diğer 2 | 0 | 0 | 0 | | Total work load | | | 208 |
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