Type of Credit: Required
Credit(s)
Number of Students
This course will be conducted primarily as a seminar with lectures and case studies given by me and the students. Lectures will provide the theoretical component and the case studies will be used to reinforce those concepts and demonstrate how the theory is applied in “real-world” business situations. We will also discuss selected news articles from major media related to our topics.
能力項目說明
The objective of this course is to integrate theory and application through the use of case studies and develop students’ financial and analytical skills. The main topics include financial statement analysis, cost of capital, capital budgeting, payout policy, security offering, capital structure, and merger and acquisition.
Note: I will adjust this schedule to meet the needs of the class.
|
Week |
Course Theme |
Estimated time devoted to coursework per week |
|
|
Lecture Hours |
Preparation/Review Time |
||
|
1 |
|
3 |
4.5 |
|
2 |
|
3 |
4.5 |
|
3 |
|
3 | 4.5 |
|
4 |
|
3 |
4.5 |
|
5 |
|
3 |
4.5 |
|
6 |
|
3 |
4.5 |
|
7 |
|
3 |
4.5 |
|
8 |
|
3 | 4.5 |
|
9 |
|
3 | 4.5 |
|
10 |
|
3 |
4.5 |
|
11 |
|
3 |
4.5 |
|
12 |
|
3 |
4.5 |
|
13 |
|
3 |
4.5 |
|
14 |
|
3 |
4.5 |
|
15 |
|
3 |
4.5 |
| 16 |
|
||
Group Presentation & Reports 40%
Group Write-ups 15%
Class Participation & Discussion 20%
Final Exam 25%
Case and Group Works:
Group case assignments will be completed in teams of up to 5 students. Students organize groups on their own by the first meeting. Students with no group will be randomly allocated to groups by the instructor. Once groups are formed, no groups can change members without the instructor’s approval.
For each case, two groups will be selected to present a detailed analysis or perform numerical calculations during class. These groups must prepare:
1. Presentation slides (no more than 20 minutes)
2. A printed case report (to be submitted to the instructor before the class begins)
3. All relevant calculation files uploaded to Moodle
All groups must discuss each case and submit a case write-up. A hard copy of the write-up should be submitted before the start of the class in which the case is discussed. The write-up should include the problem description, facts and assumptions, analysis, and recommendation. Tables, calculations, or spreadsheets are not required in the write-up.
Please note that late submission of either the case report or the write-up will result in a 30% deduction from the original grade of the respective component.
Class Participation:
Regular class attendance is necessary to get a high participation grade, but it is not sufficient. Active class participation via discussion, questions, and contributions of problem solving is expected.
1. Corporate Finance, by Stephen Ross, Randolph Westfield, Jeffrey Jaffe, and Bradford Jordan. McGraw-Hill, 13th edition, 2022. (RWJ)
2. Principles of Corporate Finance, by Richard A. Brealey, Stewart C. Myers, Franklin Allen, 13th edition, 2019. (BMA)
3. Supplemental Reading
Selected news articles from major media will be distributed before the class. The supplemental reading is related to the theory from text book. Students are responsible for reading the news articles in advance of the class in which they will be discussed.