PROJECT #1: Retail Industry Company Comparable & DCF Analysis -- Brandon Ngiam Tina Chen...
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Transcript of PROJECT #1: Retail Industry Company Comparable & DCF Analysis -- Brandon Ngiam Tina Chen...
![Page 1: PROJECT #1: Retail Industry Company Comparable & DCF Analysis -- Brandon Ngiam Tina Chen Non-Quantitative Projects.](https://reader035.fdocuments.in/reader035/viewer/2022062520/5697c0121a28abf838ccc563/html5/thumbnails/1.jpg)
PROJECT #1: Retail Industry Company Comparable & DCF Analysis
-- Brandon Ngiam Tina Chen
Non-Quantitative Projects
![Page 2: PROJECT #1: Retail Industry Company Comparable & DCF Analysis -- Brandon Ngiam Tina Chen Non-Quantitative Projects.](https://reader035.fdocuments.in/reader035/viewer/2022062520/5697c0121a28abf838ccc563/html5/thumbnails/2.jpg)
Project Analysis Target - Target
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Evaluation Method 1 – Company Comparables
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![Page 5: PROJECT #1: Retail Industry Company Comparable & DCF Analysis -- Brandon Ngiam Tina Chen Non-Quantitative Projects.](https://reader035.fdocuments.in/reader035/viewer/2022062520/5697c0121a28abf838ccc563/html5/thumbnails/5.jpg)
Evaluation Method – Discounted Cash Flow Analysis
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DCF Analysis Template
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What can we Learn from this Project?
• Apprehend history and major events
• Dive in retail industry and learn key techniques of M&A in the industry and be prepared with knowledge for future analysis in other industries
• Equip project analysts with valuation techniques
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PROJECT #2: Delta
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Project DeltaProject Delta
• What is Project Delta?– A project to promote general but comprehensive
understanding of options, its trading strategies, and valuation model.
– A strong starting point for those desiring to learn more about financial derivatives.
• Why Project Delta?– It is a good preparation for…
• various careers in finance.• more specifically, finance, mathematical finance classes,
even job interviews.
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GoalsGoals
• Gain a deeper insight into one of the most widely used derivatives.
• Get familiar with various useful trading strategies.
• Learn about valuation model and its different applications in a trader’s perspective.
• Apply what have been learned to solve real problems.
• Develop logical skills and tools for students in finance.
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Tentative Weekly AgendaTentative Weekly Agenda• Week 1: Definition of option & Types & Variations– Mechanisms; Call/Put; Styles; Assets
• Week 2-4: Option Trading Strategies– Week 2: Spreads– Week 3-4: Combinations, Hedging
• Week 5-6: Application of Strategies– Week 5: Solving real cases, interview questions– Week 6: Applying strategies to hypothetical situations
• Week 7-9: Black-Scholes– Week 7-8: Understand the mechanism & Greeks– Week 8: Applying Black-Scholes– Week 9: Develop the model w.r.t. implied volatility