Download - Investment Mastermind Wee Yang Teck yuke
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INVESTMENT MASTERMIND
WEE YANGTECK
YUKE
An Introduction
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AGENDAWee Yang1. Lesson Plan2. Why Invest?3. What is Value-Investing?4. How to Invest?5. Common Jargon
Teck Yuke6. An Introduction to Finance
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A SKETCH OF OUR LESSON PLAN
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Main Training Crew
Wee Yang Herbin Teck Yuke Elson Ong
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INTRODUCTION PHASE1. An Introduction
Lesson Plan Why Invest? Common Terminology
2. Investment Pitfalls3. “How to Save Money?”
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LEARNING PHASE1. Introduction to the 3R2. The Right Business Model3. The Right Management4. The Right Valuation vs. Price
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THE APPLICATION PHASE1. Group Research Projects in
Singapore Stock Market by Industry2. Group Research Projects in the US
Stock Market by Industry
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Qn: “How much savings do you think you need at Age 65 to retire happily?”
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WHY INVEST?
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Twin Engines to Financial Freedom
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What is Value-Investing?
To identify the difference in the intrinsic value of a stock and the current stock price.
If the difference is positive, and the company has good prospects, invest.
If the company has bad prospects or a bad management, avoid at all costs.
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Value-Investing
vs.
Trading
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“The stock market is filled with individuals who know the price of everything, but the value of nothing.”
- Philip Fisher
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3R Right Business ModelRight ManagementRight Valuation vs. Price
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How do you invest?
Singapore Exchange trades continuously from 9 am to 5 pm, weekdays.
Central Depository (CDP) account is needed before trading
Bid or ask through a broker, either via online platform or a phone call
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Common Jargon
STI – Straits Times Index A weighted index of top 30 companies
listed on the Singapore stock exchange Listed Stock
Shares of an issuer that are traded on a stock exchange. Issuers pay fees to the exchange to be listed and must abide by the rules and regulations set out by the exchange to maintain listing privileges.
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Common Jargon
Blue Chip Companies Stocks of leading and nationally known
companies that offer a record of continuous dividend payments and other strong investment qualities.
S Chip Companies Chinese companies listed on the stock
exchange Note: You should never touch these
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INTRODUCTION TO FINANCEBy: Teck Yuke
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Investment is NOT Business!
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Financial Institutions
Banks / Insurance Retail Banking Investment Banking
M&A ECM DCM
Insurance
Investment Services Asset Management
Firm Hedge Funds PE/VC/Alternatives Pension Funds
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People in Finance
Investment Banker Wealth Manager Portfolio Manager Hedge Fund Manager
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Asset Classes
Equities (Stocks) Fixed Income (Bonds) Cash / Money Market Tangible Assets (Real Estate /
Commodities)
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Equities
Think…companies stakeholding Shares/Stocks
Size Region Sector
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Fixed Income
Periodic Returns Think… debt. Bonds
Government / Sovereign Corporate Mortgage Asset-Backed Securities (Auto /
Student / Credit Card)
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Cash / Money Market
Money…duh?!
Cost of money Interbank Lending Rate (Short term
Interest rate) Currency?
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Tangible Assets
Physical things you can own
Commodities Precious/Base Metals Sugar / Grain / Wheat Orange Juice
Real Estate
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ANY QUESTIONS?