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    Fundamental & Technical Analysis

    Uploaded by

    Mansi Tuteja

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    © All Rights Reserved
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    Fundamental & Technical Analysis

    Uploaded by

    Mansi Tuteja
    52 views37 pages

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    © © All Rights Reserved

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    Copyright:

    © All Rights Reserved
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    52 views37 pages

    Fundamental & Technical Analysis

    Uploaded by

    Mansi Tuteja

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 37

    FUNDAMENTAL &

    TECHNICAL ANALYSIS
    MASTERCLASS
    FINANCIAL ADDA
    WHAT YOU WILL
    LEARN TODAY?
    01 INTRODUCTION

    02 FUNDAMENTAL ANALYSIS

    03 FINANCIAL RATIOS

    04 WEBSITES FOR FUNDAMENTAL ANALYSIS

    05 TECHNICAL ANALYSIS

    06 BASICS OF CHARTS

    07 SUPPORT & RESISTANCE

    FINANCIAL ADDA
    ABOUT ME

    My name is Jaskirat Singh Gujral (Trader & Investor)

    Founder - Financial Adda Group


    AMFI Registered Mutual Funds Distributor
    BSE Institute Certified
    Certified Financial Goal Planner
    NISM Certified
    7 years of experience

    FINANCIAL ADDA
    FINANCIAL ADDA
    Fundamental analysis of a company seeks to make a studied guess on
    the cash flows of a company based on how the economy, industry and
    the company will perform. Once this is done, the investor gets an idea
    of what the company/stock is actually worth.

    Technical analysis, on the other hand, is very different. It focusses on


    internal market data such as price and trade volume. The focus of
    technical analysis is on identifying patterns and trends that will
    repeat so that the trader can capitalize on them.

    FINANCIAL ADDA
    FUNDAMENTAL
    ANALYSIS

    FINANCIAL ADDA
    FUNDAMENTAL ANALYSIS
    Fundamental Analysis (FA) is a holistic approach to study a
    business. When an investor wishes to invest in a business for the
    long term (say 3 – 5 years) it becomes extremely essential to
    understand the business from various perspectives.

    It is critical for an investor to separate the daily short term noise


    in the stock prices and concentrate on the underlying business
    performance. Over the long term, the stock prices of a
    fundamentally strong company tend to appreciate, thereby
    creating wealth for its investors.

    FINANCIAL ADDA
    WHAT TO CHECK ?
    Here are 6 steps on how to do fundamental
    analysis on stocks :

    1) Use the financial ratios for initial screening


    2) Understand the company
    3) Study the financial reports of the company
    4) Check the debt
    5) Find the company’s competitors
    6) Analyze the future prospects

    FINANCIAL ADDA
    WHAT I CHECK ?

    1) What does the company do?


    2) Who runs the company?
    3) Is the company profitable?
    4) Does the co have a sustainable competitive
    advantage?
    5) How was the past performance?

    FINANCIAL ADDA
    WHAT I CHECK ?

    6) How strong co balance sheet is?


    7) Was the management involved in past frauds?
    8) Who are the key competitors?
    9) How much debt the co has?
    10) How is the stock valued?

    FINANCIAL ADDA
    3 FINANCIAL FILTERS

    1. DOUBLE TURNOVER IN 4-5 YEARS (GROW

    ATLEAST 15-18%) YEARLY

    2. INCREASE IN MARGINS

    3. INNOVATIONS

    FINANCIAL ADDA
    FINANCIAL RATIOS
    1. Earning per share (EPS) -
    Total earnings/ total outstanding shares. It indicates
    profitability.

    2. Price to earnings (P/E)-


    Share price/ EPS. It indicates valuation of a company.

    3. Return on Equity ( ROE) -


    Net income/ shareholders equity. It indicates how
    efficiently the company in generating income for its
    investors

    FINANCIAL ADDA
    WEBSITES FOR FA
    Sites that can be used for fundamental analysis

    1. Screener
    2. Tickertape
    3. Finology Ticker
    4. Tijori Finance
    5. Scan X by Dhan

    FINANCIAL ADDA
    TECHNICAL
    ANALYSIS

    FINANCIAL ADDA
    WHAT IS TA?
    Technical analysis is a trading discipline employed to evaluate investments and
    identify trading opportunities by analyzing statistical trends gathered from
    trading activity, such as price movement and volume.

    Technical analysis is a trading discipline employed to evaluate investments and


    identify trading opportunities in price trends and patterns seen on charts.

    Technical analysts believe past trading activity and price changes of a security
    can be valuable indicators of the security's future price movements.

    Technical analysis may be contrasted with fundamental analysis, which focuses


    on a company's financials rather than historical price patterns or stock trends.

    FINANCIAL ADDA
    COMPONENTS OF CANDLE
    STICK

    FINANCIAL ADDA
    EXPLANATION OF
    TECHNICAL TERMS
    Open - The price of the first trade.
    High - Highest price during the period.
    Low - Lowest price during the period.
    Close - Price at which the security closed the day.
    Volume - Number of shares / contracts traded in the period.
    Open Interest - No. of outstanding contracts.
    Bid - Price market maker is willing to pay.
    Ask - Price market maker is willing to accept.

    FINANCIAL ADDA
    SUPPORT & RESISTANCE

    FINANCIAL ADDA
    VOLUME

    FINANCIAL ADDA
    BULLISH ENGULFING
    The bullish engulfing pattern is a two-candle reversal
    pattern. The second candle completely ‘engulfs’ the real
    body of the first one, without regard to the length of the tail
    shadows.

    This pattern appears in a downtrend and is a combination of


    one dark candle followed by a larger hollow candle. On the
    second day of the pattern, the price opens lower than the
    previous low, yet buying pressure pushes the price up to a
    higher level than the previous high, culminating in an
    obvious win for the buyers.

    FINANCIAL ADDA
    BEARISH ENGULFING
    A bearish engulfing pattern is a technical chart pattern that
    signals lower prices to come. The pattern consists of an up
    (white or green) candlestick followed by a large down (black
    or red) candlestick that eclipses or "engulfs" the smaller up
    candle.

    The pattern can be important because it shows sellers have


    overtaken the buyers and are pushing the price more
    aggressively down (down candle) than the buyers were able
    to push it up (up candle).

    FINANCIAL ADDA
    BULLISH & BEARISH
    MARUBOZU

    FINANCIAL ADDA
    BULLISH & BEARISH
    MARUBOZU

    FINANCIAL ADDA
    INVERTED HAMMER

    FINANCIAL ADDA
    SHOOTING STAR

    FINANCIAL ADDA
    LIVE DEMO OF SHARES
    CHART ON
    TRADINGVIEW.COM

    FINANCIAL ADDA
    FOLLOW & CONTACT US ON
    Email id - [email protected]
    [email protected]

    Mobile no. 8882595299 , 9910653412 , 7303994064

    https://financialadda2733.graphy.com/
    www.financialadda.co.in

    Instagram - @jassfinance @financialadda.in

    Linkedin - Jaskirat Singh Gujral (Jassfinance)


    https://www.linkedin.com/in/jaskirat-singh-gujral-
    816684183/?originalSubdomain=in

    FINANCIAL ADDA
    BONUS

    FINANCIAL ADDA
    GIFT FOR YOU

    FINANCIAL ADDA
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    FINANCIAL ADDA
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    CERTIFICATIONS
    EXAM WITH 30+
    MARKS AND CLAIM
    20+ E BOOKS FROM
    US AS A GIFT
    (E BOOKS WORTH
    20K)
    Q&A
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    FINANCIAL ADDA

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