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Anonymous asked in 教育與參考考試 · 1 decade ago

請推薦財務報表分析的課本

因為工作跟興趣(也許以後還可用於考證照),

想好好唸唸財務報表分析.

以前雖然有大公司審計跟稅務經驗, 但都沒從財務面研究過.

以前在學校只唸過總經跟中高會, 財務分析只懂些皮毛.

不想找分析師的參考書來唸, 覺得寫的不夠深.

可是大學研究所用的財務分析課本都又厚又重又貴,

所以得慎選. 可以推薦嗎?

PS 財務報表分析的書 買2005年左右的舊書會不會內容太舊?

PS2 財務分析就是財務報表分析嗎?

4 Answers

Rating
  • 1 decade ago
    Favorite Answer

    我猜想你是想自修將來可用於 M&A 的分析技巧及相關知識吧?!

    我沒有從事相關專案的經驗, 但曾修過一門課,

    或許你會對當時MBA講師的指定用書感興趣!

    SUBJECT: Business Valuation and Financial Analysis

    TEXT:

    Palepu, K., P. Healy & V. Bernard, “Business Analysis and Valuation using Financial

    Statements: Text and cases”, 3rd Ed., Southwestern, 2004.

    REFERENCE:

    Penman, S., “Financial Statement Analysis and Security Valuation”, McGraw Hill, 2004.

    SUBJECT PRECIS :

    The aim of this course is to demonstrate and apply a framework for business analysis and valuation using financial statement data. The emphasis of the course is on translating the tools of business analysis and valuation into practical situations. To achieve this, the course is relatively case intensive, with this method used to develop key skills as well as demonstrating their application. The course is intended for students interested in business consulting, investment banking, business analysis and corporate lending. Given the increasing trend towards a business analysis-based approach to auditing and assurance services, it is also relevant to those interested in chartered accounting.

    2008-07-17 01:19:42 補充:

    CONTENT:

    1. Industry and strategy analysis: Understanding the strategic decisions businesses make to create/maximize shareholder value, as well as the constraints within which this occurs.

    2008-07-17 01:20:10 補充:

    2. Accounting analysis: Understanding the link between strategic considerations and the financial statements, including identification of the quality of accounting numbers.

    2008-07-17 01:20:27 補充:

    3. Financial analysis: Assessing the financial performance and position of a business using ratio analysis and cash flow analysis, in light of the strategic direction and accounting quality identified.

    2008-07-17 01:20:41 補充:

    4. Prospective analysis: Forecasting financial results.

    5. Prospective analysis: Valuation models - Understanding investment returns, and how valuation models are developed to anticipate abnormal returns.

    2008-07-17 01:21:10 補充:

    6. Prospective analysis: Valuation models - Implementation

    7. Application: Using forecasted financial statements to develop a valuation, and the assessment of that value’s sensitivity to strategic, accounting and financial considerations.

    2008-07-17 01:21:17 補充:

    8. Application: Mergers and acquisitions, credit analysis and distress prediction.

    2008-07-17 01:23:23 補充:

    以上提供的是 course outline 上的資訊, 你可以參考看看~~

    Source(s): MBA 講師的指定用書, subject course outline
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  • 昱中
    Lv 5
    1 decade ago

    Dark Blue:

    既然你有會計基礎跟審計經驗

    在工作實務上建議你去找公司的公開說明書

    裡面在財務概況的章節會有一般常用的財務分析公式

    而數據的判讀就要靠功力了

    呆過事務所的應該都沒問題(擔任內部稽核通常都有2年事物所經歷)

    所以直接拿公司財報來研究對你應該是最容易入手的

    且有問題可以直接詢問的管道也比較多

    以上供你參考

    Source(s): ME;KPMG2 and CIA3
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  • 1 decade ago

    我想財務報表分析要學好,建議:

    第一、先搞懂公司行業特性及風險

    第二、會計學好,財務報表一看就懂,也是看財報說故事囉!

    第三、公式學好,公式的意義學好,增減變動從公式分子分母就可以知道囉。

    第四、分析師最會虎爛,寫的都是「暢銷書」不是參考書,都是一些「事後」技術分析,哪稱得上財務分析。

    第五、我記得有些書是介紹財務弊端種類,那可是窗飾財務的最高境界阿,還有實例喔!可以買來看看。

    另外非財務分析也可以考慮學學,大多在成管會範疇,也蠻好玩的!

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  • 1 decade ago

    不願下功夫,哪得真工夫?

    財務分析就是財務報表分析。分析師寫的參考書怎麼會比大學會計科系用書寫的深入?

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