Technical Analysis Research
FIN555
OVERALL COURSE ASSESSMENT
FIN555 ASSESSMENT SHEET
TEST 1 (20%) & TEST 2 (20%) Tasks
Semester Description Marks Chapter Coverage
Assessment (%) (Prings book & Slides)
1 (Individual) Test 1 20% Chapters 1 – 5
Chapter 1: Introduction
Chapter 2: Financial Market
Chapter 3: Dow Theory
Chapter 4: Typical para for
intermediate trends
Chapter 5: Support & Resistance
2 (Individual) Test 2 20% Chapters 6 - 10
Chapter 6: Trendlines
Chapter 7: Basic Characteristics of
Volume
Chapter 8: Classic Price Pattern
Chapter 9: Small Price Pattern &
Gaps
Chapter 10: One and Two Bar Price
Pattern
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Technical Analysis Research
FIN555 ASSESSMENT SHEET
INDIVIDUAL ASSIGNMENT (20%)
Assessment Description Mark Chapter Coverage
s (%) (Prings book & Slides)
3 Assignment 1 20% Chapters 1 -10
(Report Writing – Essays on Technical Analysis)
(Individual) Chapter 1: Introduction
Chapter 2: Financial Market
Instructions: Chapter 3: Dow Theory
1) This is an individual assignment! Chapter 4: Typical para for
2) The assignment consists of 5 sections: intermediate trends
Chapter 5: Support &
(i) Section 1: Support & Resistance Resistance
Pick a stock and draw a Support and Resistance level Chapter 6: Trendlines
at the current date (can draw more than 1 S&R). Chapter 7: Basic
Explain your chart (theories, its significance, strategies Characteristics of Volume
etc). Chapter 8: Classic Price
(ii) Section 2: Trendlines Pattern
Pick a stock and draw at least uptrend and downtrend Chapter 9: Small Price
lines. Explain your chart (theories, breakout, strategies Pattern & Gaps
etc). Chapter 10: One and Two
(iii) Section 3: Volumes Bar Price Pattern
(iv) Section 4: Classic Price Patterns
Pick a stock and identify at least 1 classic price
pattern. Explain your chart (theories, strategies,
attributes etc).
(v) Section 5: Small Price Patterns and Gaps
Pick a stock and identify at least 1 classic price
pattern. Explain your chart (theories, strategies,
attributes etc).
Note:
-There should be 5 DIFFERENT stocks in total for this
assignment.
3) Mandatory:
The minimum no of words is 2,000 words.
The maximum no of words is 2,500 words.
4) Mandatory: No of pages must be 11 ONLY. Marks will be
deducted if the no of pages < or > than 11.
5) Mandatory to use the format provided by your lecturer.
6) Submission via UFuture.
7) Mandatory to have <30% Ouriginal result.
8) Note: Copying other people’s assignments is a sin! Will
receive zero marks!
FORMAT AND RUBRIC AS ATTACHED!
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Technical Analysis (FIN555) Report Writing
INDIVIDUAL ASSIGNMENT
Writing Performance Levels*
*(Should pass the 30% Originality Test -OURIGINAL)
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Technical Analysis Research
FIN555 ASSESSMENT SHEET
GROUP ASSIGNMENT (REPORT) (20%)
Semester Marks Chapter Coverage
Assessment Description (%) (Prings book & Slides)
4 Assignment 2 20% Chapters 1 – 15
(Report Writing - Stock Analysis & recommendation) Chapter 1: Introduction
Chapter 2: Financial Market
(Group Write-Up)
Chapter 3: Dow Theory
Chapter 4: Typical para for
Comprehensive analysis of the last day of trading with the intermediate trends
recommendation of the future potential investment.:
Chapter 5: Support &
1) Forms a group of 3 students. Resistance
2) Pick any 3 companies for Assignment 2 (from the Chapter 6: Trendlines
Chapter 7: Basic
many stocks assigned to you). Characteristics of Volume
3) On the current date, provide a comprehensive Chapter 8: Classic Price
analysis of the stocks and recommendations for Pattern
future potential investment. Chapter 9: Small Price
4) Use the knowledge learned in this course. Pattern & Gaps
Chapter 10: One and Two
5) Specify the latest date for this analysis and Bar Price Pattern
recommendation.
6) Mandatory: Maximum of 1,500 words in total. Chapter 11: Moving Average
7) Mandatory: No of pages must be 7 ONLY. Marks Chapter 12: Envelope
will be deducted if the no of pages < or > than 6. Chapter 12: Bollinger Band
8) Cover page is not needed.
Chapter 13: ROC
9) Mandatory to use the format provided by your Chapter 14: RSI,
lecturer. Chapter 14: MACD,
10) Submission via UFuture. Mandatory to have <30% Chapter 14: Stochastic
Ouriginal results.
11) Note: Copying other people’s assignments is a sin!
Will receive zero marks!
Other information:
12) Use a daily chart (End of day).
13) Hence, the recommendation is for a short-term or
medium-term trading decision (short or medium-
term trader).
14) It’s up to you to choose either a line chart or a
candlestick chart.
15) In your overall recommendation, you can use any
indicators that suit your final recommendation.
FORMAT AS ATTACHED!
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Technical Analysis (FIN555)
Group Report Writing
Writing Performance Levels*
*(Should pass the 30% Originality Test -OURIGINAL)
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Technical Analysis Research
FIN555
GROUP ASSIGNMENT (VIDEO PRESENTATION) -20%
CLIENT SEMINAR ONLINE PRESENTATION
THE SCENARIO: Assuming that you work as a Technical Analyst in an Investment Bank
who currently holds a BBA in Finance as well as a professional technical analyst certificate
from MATA. Your job is to analyze investments, predict future price movements based on
past market prices, and apply various technical indicators for investment decision-making.
As part of the company’s valuable client services, your team is required by your CEO to
present several tactical trading ideas at a client seminar attended by the company’s selected
high-net-worth client. A convincing and energetic presentation is a must as this will add to
the plus point for your upcoming bonus. The final recommendation to buy, sell or hold
with evidence is mandatory.
INSTRUCTIONS:
(1) You are required to perform a technical analysis study on an assigned company listed
in Bursa Malaysia (use your Group Assignment Report). Give your recommendation
with evidence for the selected companies.
(2) Prepare an online presentation video. The following format is suggested:
Introduction to the presentation
Presentation:
i. Company 1: recommendation with evidence
ii. Company 2: recommendation with evidence
iii. Company 3: recommendation with evidence
Overall comment and conclusion on your presentation.
(3) The maximum length of the presentation is 12 minutes.
(4) Please submit the hard copy of the slide presentation before the presentation.
(5) The format is a Youtube video presentation with a free presentation style up to your
creativity.
(6) Let me admire you!
GRADING
(1) Grading: Worth 20% of your coursework.
(2) This assignment will be graded on a 100-point scale based on the attached rubric.
(3) Deadline for presentation is on ______________________
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Scoring Rubric for Oral Presentations: FIN555
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