Course Overview

This advanced certificate course is designed for individuals seeking to deepen their knowledge of stock investment. Building upon foundational concepts, the course focuses on integrating fundamental and technical analysis to develop effective stock selection and portfolio management strategies.

Course Objectives

• Serve as an advanced extension of the "Practical Stock Investment Certificate Course - Introduction and Application"
• Explore the principles, strengths, weaknesses, and applications of common technical analysis indicators
• Explain key points of financial analysis involved in fundamental analysis
• Integrate the use of various online financial information resources
• Discuss practical knowledge for classifying and screening stocks
• Enable students to understand how to build a stock portfolio that aligns with their personal investment style
• Teach methods to easily track the latest information on various stocks
• Aim to enhance the effectiveness of stock portfolio management

Course Content

Module 1: Major Shareholder Movements

• How to monitor major shareholder activities by reviewing HKEX "Shareholding Disclosure" data
• Understanding the tracking of fund flows through Stock Connect (Shanghai-Hong Kong and Shenzhen-Hong Kong)
• Understanding shareholding data in HKEX's CCASS (Central Clearing and Settlement System)

Module 2: Comprehensive Understanding of Common Stock Technical Analysis Indicators

Trend Indicators:

• Understanding SMA (Simple Moving Average), WMA (Weighted Moving Average), EMA (Exponential Moving Average)
• Understanding MACD (Moving Average Convergence Divergence)

Momentum Indicators:

• Understanding RSI (Relative Strength Index)
• Understanding KDJ (Stochastic Oscillator)

Volatility Indicators:

• Understanding Bollinger Bands
• Understanding ATR (Average True Range)

Volume Indicators:

• Understanding OBV (On-Balance Volume)
• Understanding ADL (Advance/Decline Line)
• Understanding CMF (Chaikin Money Flow)
• How to use technical indicators to search for stocks with unusual activity

Module 3: Comprehensive Understanding of Steps and Practical Operations for Fundamental Analysis of Stocks

• How to read annual reports and quickly find key information
• How to identify important stock information from Income Statements, Balance Sheets, Cash Flow Statements, and Statements of Changes in Equity
• How to perform horizontal analysis and structural analysis of stock performance
• Comprehensive financial ratio analysis
• Discussion of common characteristics of deteriorating company financial conditions
• Advanced application of P/E Ratio (Trailing Twelve Months - TTM, Dynamic P/E, Price/Earnings to Growth - PEG factor)
• Understanding the practical operation of "relative valuation" for stocks
• Using DuPont Financial Analysis to analyze stock performance
• Comparison between value investing and growth stock selection styles

Course Details

• Duration: 29.25 hours (9 sessions)
• Schedule: Tuesdays and Thursdays, 19:00–22:15
• Tuition Fee: MOP 3,980

For detailed course information, please visit: http://www.mfdcmacau.com/web/index.php/component/content/article/86-im15 Course Inquiry: 2856 4499 WeChat Course Inquiry: mfdc-info