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Investment Portfolio Addition Proposal of the Sector Focused Exchange Traded Fund
Kalina, Jan ; Bílek, Michael (referee) ; Rejnuš, Oldřich (advisor)
The subject of the bachelor thesis is the creation of proposal to supplement investment portfolio of sector focused Exchange Traded Fund with direct replication with stocks traded on NYSE according to the requirements of the fund management. The content of the theoretical part of the bachelor thesis is description of its theoretical and legal background. The analytical part consists of the primary selection of companies, their analysis, comparison and verification. In conclusion the proposal to supplement investment portfolio of ETF is presented to the fund management.
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The investment portfolio and its creation
Šmerda, Adam ; Bílek, Michael (referee) ; Ptáček, Roman (advisor)
The thesis on "Investment portfolio and its creation" focuses on the application of fundamental analysis, the output of which is the creation of a stock portfolio suitable for the profile of a retail investor with a value approach. The companies analyzed are listed on the US stock exchanges and are classified in the technology sector. The first part of the thesis is devoted to the definition of the theoretical background related to the issue of investment portfolio creation and fundamental analysis. The analytical part of the thesis is devoted to the development of the necessary analyses, which subsequently lead to the calculation of the intrinsic value of the selected companies based on the FCFE model. The results are then compared and evaluated using the scoring method of cross-company comparison. The final part of the thesis is devoted to the elaboration of investment recommendations for the client.
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The investment portfolio and its creation
Sivenkova, Marietta ; Toman,, Petr (referee) ; Ptáček, Roman (advisor)
The diploma thesis deals with the compilation of a diversified investment portfolio for a retail investor. Theoretical knowledge is defined in the first part of the thesis. In the next part, a comparison of two indices is made - S&P 500 and DJIA 30. Part of the diploma thesis is the analysis and comparison of each sector of the economy with shares according to 9 different indicators. Next, the ETFs of each of the precious metals are compared and the best ones are selected. In the end, an investment recommendation is formulated.
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Fundamental analysis of the selected stock
KOLAŘÍK, Jakub
The main goal of this bachelor thesis is to assess the intrinsic value of a chosen stock by using fundamental analysis For this work the company Kofola Československo, a.s was chosen. The main part of the work is to calculate the intrinsic value with chosen models, then compare it with the market price to date 30. 12. 2022 and make the investment recommendation. Six models were chosen for the thesis: single staged dividend discount model, profit models Sharp's P/E and P/S model, cashflow model FCFE and historical models P/S and P/D. During comparison with the market price, which was 244 Czech crowns, only historical model P/D and FCFE model showed that the stock is overvalued and didn't recommend it for the investor. Profit model P/S wasn't suitable for comparison because the sales growth rate was higher than required rate of return, so it led to negative intrinsic value result. Investor's option is to decide which model is relevant for them to decide whether to buy the stock or not. Another option for him is to make an average of intrinsic values of the relevant models and based on this result decide about buying or selling the stock.
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Fundamental Analysis of Selected Stocks
Stejskalová, Lenka ; Procházka, Roman (referee) ; Sojka, Zdeněk (advisor)
Diploma thesis deals with the determination of the intrinsic value of Philip Morris ČR a.s. shares using methods of fundamental stock analysis. The theoretical part is focused on clarifying the basic concepts and methods that relate to this issue and will be used in the processing of the following parts. The analytical part contains fundamental stock analysis compiled on macroeconomic, branch and corporate level. The proposal part focuses on the application of selected methods to quantify the intrinsic value of shares, including the subsequent recommendation for investors.
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Stock Fundamental Analysis
Holek, Michal ; Petřík, Patrik (referee) ; Sojka, Zdeněk (advisor)
The aim of this diploma thesis is to perform a fundamental stock analysis of the joint - stock company ČEZ. The theoretical part consists of general definitions of individual methods and procedures of fundamental stock analysis, which makes a theoretical background for creating the experimental part. The experimental part consists of global, sectoral and firm analysis. The output of the fundamental stock analysis is establishing an intrinsic value of the stock and consequent investment recommendation.
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Fundamental Analysis of Share Price
Pestr, Jiří ; Varecha, Martin (referee) ; Čižinská, Romana (advisor)
This thesis is dedicated to fundamental analysis of the company ČEZ and tries to assess whether it is appropriate in the circumstances, to invest in the company or not. To determine the intrinsic value of a share in this work the use of dividend discount models, cash flow, profit models and other. Assessing the economic situation is then performed based on various ratios of the company's performance.
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Stock Fundamental Analysis
Marek, Daniel ; Zerzánek, Ivan (referee) ; Sojka, Zdeněk (advisor)
This thesis deals with the fundamental analysis of the Pegas Nonwovens SA enterprise, on the basis of which it determines the intrinsic value of the shares. The thesis provides readers with theoretical information of the subject, and presents their practical use when analyzing a specific company. The fundamental analysis is divided into three parts: global, sectoral and financial analysis. In conclusion, the calculated intrinsic value of the shares is compared with their market price and investment recommendations are provided.
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Technical Analysis
Záděra, David ; Matějková, Věra (referee) ; Novotná, Veronika (advisor)
This thesis deals with trading using technical analysis. Mostly attention is paid shares traded on the Prague Stock Exchange. The practical part describes computer program, which gives recommendations for the purchase and sale of shares based on moving averages and methods of moving average convergence / divergence and relative strength index. The conclusion is stated financial comparison of the methods.
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