erich a helfert financial analysis tools and techniques a guide for managers

Tài liệu FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES:A Guide for Managers ppt

... contribution of this book have been to helpmake financial/ economic analysis a practical, understandable and usable process for managers and analysts, and we argue with conviction that applying these con-cepts ... differentiate between purely financial analysis on one hand, and economic analysis and trade-offs on the other. As wementioned, the first is largely based on financial statements and accounting data,while ... 18 Financial Analysis: Tools and Techniques production, carefully calibrated against quality standards and relative contributionfrom products and services, or cost effectiveness standards that...

financial analysis tools and techniques 2012 pot

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... integratedconceptual backdrop both for the financial/ economic dimensions of systematicbusiness management and for understanding the nature of financial statements,data, and processes underlying financial analysis ... they are the basic su-pervisors of transactions and data collection, sponsors of internal information and accounting systems, and guardians of financial information. Again we’redescribing a mind ... develop finan-cial statements, the whole range of key financial measures, and integrated finan-cial projections and plans, as well as ad hoc financial analyses. The patentedknowledge-based technology...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES docx

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... purpose and contribution of this book have been to helpmake financial/ economic analysis a practical, understandable and usable process for managers and analysts, and we argue with conviction that applying ... familiar with information sources within the company, and works inclose collaboration with financial and other staff persons to make sure that rel-evant data are at hand for sound analysis and ... professional application enables the user to develop finan-cial statements, the whole range of key financial measures, and integrated finan-cial projections and plans, as well as ad hoc financial analyses....

TETeam-Fly financial analysis tools and techniques doc

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... 2 Financial Analysis: Tools and Techniques For many years the purpose and contribution of this book have been to helpmake financial/ economic analysis a practical, understandable and usable process for ... blank. 10 Financial Analysis: Tools and Techniques The Practice of Financial/ Economic Analysis The financial/ economic analysis sponsored and used by the economic managercan be viewed within a ... professional application enables the user to develop finan-cial statements, the whole range of key financial measures, and integrated finan-cial projections and plans, as well as ad hoc financial analyses....

financial analysis tools and techniques potx

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... 2 Financial Analysis: Tools and Techniques For many years the purpose and contribution of this book have been to helpmake financial/ economic analysis a practical, understandable and usable ... thanavailability of tools. We’re talking about a mind set, an organizational climate inwhich managers and all employees are encouraged, indeed challenged, to ap-proach their jobs and the daily ... the basic task and the fundamental challenge—of financial/ economic analysis lies in constructing and sharing a reasonably consis-tent and meaningful set of data and relationships that will support...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 1 pptx

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... Development;Investment Analysis: Capital StructurePlanning & FinancingOperational Planning;Day-to-Day Decision-Makinghel78340_ch01.qxd 9/27/01 10:58 AM Page 10 FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES A Guide ... investors, analysts and managers alike are again turning tothe time-tested ways of thinking about performance and valuation, and acting inaccordance with them. The notion that valuations of ... book.hel78340_ch01.qxd 9/27/01 10:58 AM Page 19 18 Financial Analysis: Tools and Techniques production, carefully calibrated against quality standards and relative contributionfrom products and services, or cost...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 2 ppt

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... information.ã Use of comparative data.ã Analysis of financial markets.Interpretation of financial information essentially amounts to analyzing fi-nancial statements and other financial data about ... relevant feedback, and providehel78340_ch02.qxd 9/27/01 10:59 AM Page 31 54 Financial Analysis: Tools and Techniques rarely can financial data, as generally provided, be used in their exact form ... economic performance and value.Comparative data are an essential part of financial analysis, as they help putjudgments about a particular company or business in perspective. By implication,all judgments...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 3 ppt

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... new capital spending as well as disposals, and the impact of thehel78340_ch03.qxd 9/27/01 11:00 AM Page 82 84 Financial Analysis: Tools and Techniques acquisitions, accompanied by an increase ... changes that impact the company over a periodof several years. Economic variations and specific industry cycles are generallylong term and not as regular and predictable as seasonal variations. ... 11:00 AM Page 78 This page intentionally left blank. 76 Financial Analysis: Tools and Techniques Funds lags during a cyclical upturn or downturn tend to be magnified by a mostly unavoidable lag...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 4 pps

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... on both an an-nual and a quarterly basis, and are a matter of record whenever a company’sshares are publicly traded. A recent requirement by the Financial Accounting Standards Board and theSecurities ... $6,410)SalesAverage total assetshel78340_ch04.qxd 9/27/01 11:07 AM Page 108 136 Financial Analysis: Tools and Techniques based on cash flows, and if decisions are consistently analyzed and executed ... AM Page 104 142 Financial Analysis: Tools and Techniques In the case of physical assets, the depreciation write-off is shown as a charge in the income statement, and is accumulated on the balance...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 5 pps

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... resourcesdatabasesInvestmentdatabasesOperationaldatabasesCustomerdatabasesMarketdatabasesFinancingassumptionsCorporate financial databasePast and pro forma financial statementsCash flow analysis and projectionsEconomicanalysesPerformance analyses Financial modelTechnologydatabasesLogisticsdatabasesCompetitordatabasesVendordatabaseshel78340_ch05.qxd ... InterrelationshipsShareholdervalueanalysesOn-line financial and economic databasesOperationalassumptionsInvestmentassumptionsHuman resourcesdatabasesInvestmentdatabasesOperationaldatabasesCustomerdatabasesMarketdatabasesFinancingassumptionsCorporate ... actualbalance sheet data at the beginning of the forecast period and applying any addi-tional information we can obtain from management. Fortunately, we have relativefreedom to make and vary our...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 6 pot

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... of the plans.Management can set a variety of financial objectives and financial policiesto direct and constrain the company’s planning effort and the specific financial projections based on ... available financial analysis and planningsoftware described in Appendix I, is accompanied by several interactive templates(TFATemplate under “extras”) for analyzing and displaying different assumptions for ... more detail inhel78340_ch06.qxd 9/27/01 11:13 AM Page 209 210 Financial Analysis: Tools and Techniques Chapters 11 and 12, shareholder value creation ultimately is based on cash flows and market...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 7 pdf

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... investment analysis in this broader,judgmentally more difficult, setting.Analytical Support Financial Genome, the commercially available financial analysis and planningsoftware described in Appendix ... standard used in the analysis is a usefulapplication of economic payback and annualization, although caremust be taken in the interpretation of such modifications.8. While all economic measures ... different form.We laid out a common format for analysis, and related this visual representationto the internal routines of calculators and spreadsheets. Working through a seriesof simple examples,...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 8 pps

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... discounting in later years.Analytical FrameworkWith all the basic data at hand, we now can lay out the framework for a presentvalue analysis. We’ll assume a 10 percent return standard and again set ... Support Financial Genome, the commercially available financial analysis and planningsoftware described in Appendix I, is accompanied by general purpose presentvalue analysis templates and graphic ... initialexpenditure. For example, any major capital outlay for plant and equipment alsomight entail additional future outlays for major maintenance, upgrading, and par-tial replacement some years hence. These...

FINANCIAL ANALYSIS: TOOLS AND TECHNIQUES CHAPTER 10 pot

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... conditions.Analytical Support Financial Genome, the commercially available financial analysis and planningsoftware described in Appendix I, has the capability to develop and display full-fledged financial ... impact onEBIT and EPS of different financing alternatives, based on the analysis and dia-gram in Figure 10–8 on page 341. It displays the results on the range of EBIT and EPS graph and on an abbreviated ... 11:30 AM Page 341 352 Financial Analysis: Tools and Techniques The analytical implications of this alternative are quite similar to those of a public offering, which we assumed to be the case earlier...