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Investment Analysis Notes

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Mubeen Zafar
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0% found this document useful (0 votes)
95 views30 pages

Investment Analysis Notes

Uploaded by

Mubeen Zafar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Paco. increase to 11 SO 10,99) «14s 110.65 So 0.5) = 100, oud = 10,000 js your Bioft 7d ; 3 Fac han bo ‘tues. ek tern 3 tens Kor A Ye 3 dimensions are locked __in Tawestroent __ Purcess » - Rick analysis ig alto ncQudod - 7 a tis 2 Volto 5 Sup " — _ Bat aaa a Ev eer pba “Ty + RR Cs a RR) Price —waitla “Takin sie — M. bia bs Mleskek PG Mauleeh Potfdlio 6 is 1 2 -Ne@ cowelled i0YY + To menamine Reuen 2 Su Lemekic sick tan be _diversiGedt when pus chance. econerau inketnedionslly which i =e Nay covdlated with carwis ay D AZo D¥I 2 ae ill SS tag Rigen n__—_|4 ‘de ofl 6 eS borte, o)* ______— _ — _nvestinaer ot Alternat — —— ee & ‘De } snigiag_ Froaacia 5 ps Dek Tews eating —@B Tncls red_outling S = Neo mathelalie —frnancial —Aesels S be Matleclaball financial Fs sel bk Mone Mack ah bh Capital Maslcek 4b Desinntivg qososkeh x Chaptes * 1 21s undetseined ap nd all Maigna er 2 Shout Selma 2 Patlrdia Man an emnent_ by Portlo Vio: Combination of yeckrta jovesbme nk f aes Sm be tens Al nels ef : jastaumends ve? Bon Stocks Shot Teton nastuumpdts, oe edvales Teuot of nskjumad wil Vad 2 conpany govt, Se I oe will deAive he a an —Consetviodive makins pott lol io ic tye esi fica e _ div dhe alten So _Ass set Reluor acy _cordaled i SRetun. Mlasenigahion» purpe. se muesli _highly— _sisky — investment _epppadunities bode =f blur ge etd 3 Meg ull ok [ Bas DAO. exe pends Upon ARE 5 litudle ath of: = 2 od ss dud aan es > Altes _ rvertr Dalal 2 Esaki 2 Bobrre ow = iy ea = o wo risk, 3 rebuen "5A Bf ae eee Int eg? ARL © 200 [Shere ted kes Se elas = Rs: 160 a8 2 -ante > ke fii. «gta asc Soe a Wot 269° - 28 Co Big Range i pi. 95% 7 Date!? /“2 sam, ——————— at Rs Altes — Tavestment en fice bik: WO_ se Z is. Sf. / p08 a ee chal Rebs Fii6& Cea size I a (28p2% by wolnen eu se f The nha diets aia Expected 32 acluel seta » the highest will be Ve Aisle of Tasted «Th | ey Ta) Wal higher te ‘ . ? -orte- i FaeGg Mites Thade-off 2 bupes of inveshots “> comes. net Pascive 3 Active. _ investors j v mslank incerne dividend - i al Mas 3 EMI? re Gortalamer tall classic. theo of finance 7 Cicient jal Be is R i i \ cbs t _____ Pat . 2@Ne mm: i i | ___ no short sell 3 inal : to me 0 wh 6 g spread Comm bow Aan peddle nie x peOUE mata fii fon, all Date: 1@. 103/295 no Dvesfors, size, c - af {saase fon __ushl__same. Ny bin weds _1ep— ——__ Ns pee edict shy wel flan Price, — glole be case. ___ if i aluoad wm Td ssc velut sone for eeaind _ a ee Kearessi gt Bo pe B ie als0 Forcestong tool, Since _(70 — fen vesccch rejects EMU, Gens Sc: French Propased 3 ‘ at — Magket: > Tre ficient Semi - ELGrient ‘i Poskedby Effient _ Poel fallio M nag ernest B also jhe ejedm __of _CIH.- & butt Ty bes duiffevent ea at ee ns _Afforend A ol _shatahndel 4: Divechys » Berahie. Divas” "lei 2: Foreign Quon etship 3 Gininiacsansd: Ounerchie 4. Tnclivicluall Ocanerchip’ the ts” he chase tae _hesh ee Eo Mapai Shale dus : Date: 6 -/ 02/2 202.3 — Mame ee a: Tibet: nal Teves tA ____ Logasnui is em Cooks Tadd Or of NIT, | B aks, Gollan Te fance companies, Nubual Fuads: & Sheng position ia 40Lfe._ in cleciyon matte « Exam ve Tnctilulincl Trnvestor « > S00 (Meclim 1d c eee. Develeporenk __Assocxafom . 7 “ment —Allbennabives iE, j tse gays fr ehh, 3 btckes et ee eee - panied myestmned Kei Uy woyihe _ ceruiees ¥ a oliscaunt 3 Uren cet sharer yt late | oo ae 7 Alarernastebale de 2 natuat of husk of anh keansactiong i personal « you donk fro the seller 3 lye =) Not secon matloh > righ Nieyprial : Liaclealy$e aves bonds > 69! huwad eonttact, & i Bank Covi Account backed boy aseds, Buel on 2 z sting. Catticates 9 Deposit: 2? “Tupes $ you can _tuade foul (ie & Money_Matket a vou sheik 2 Sc naked _ by Capital Meskot 6. illeaquid and pure b Detvedive adler} a nef Hachrobed - 9 Nok as much cue fg ral | Ma re Date: LS /q) . (MLE) OY) EIS) 12094 aR : Pe Monet, Macbeds ———\) - d 7 = __~* . _& Shotte beim it rslceemen ts —> lao sk 3 tedien_ yee_shot AL. s» + T- Bills # — \ & isetocl by govcinmeat 4 Rsk. Bon sa oly compen sedan for ol dub > & Anuclaed yield =? iS) Le medies « b Tecurt af clicount 2 fiealieanedl ab Fy Discount yield « PEt Pal Piel [geo] Fy n we _— wike 2 8 102 3903 : > Ly eck _ancame. Se Cur ties = ond bh 4 \ xy ~ toon! - Auth ee 2 — “tanh a a a hoy all Hoe fet 9 St Ue — byte ats et fo_tel’ (he pa osc - eo eee matte! Cp schatn Wo 2 ewer B kewe ten an C2 Premivm . Moulet Rea, Retusun 8 imscasly & Bends hours call pavisisn are called ek call h eu + & ch peovignan & va lobe, when matte gt erate 8 Aecdlucod 3 erkel pin f Ligh : - erent - oot x Zelo Coupon a = - casual Bonds aia eee ble cup pt Deloenkuuees > Muncip»2 Banda Tek Bods Vm hig a thee 2 Crd d- Convertable Borcls Cub ordmake — clebburuies b Javer few eon ascot S fowet (secon doy fo suboadnater , - _sosoas_ / - DateslS 10>) 207 — ‘Beck Boched Gpasligs® Domi secu. Fon a9: i. haw ze ote fy . and nee, Peel Donat root “ Aen go feseeg. - 2000 boonds wilh Face Value i 10D Co det worl: i pent Were. bonds aiee | callleck fscek Backed Reads ss Meahmed mn melen tute that plant wil - be go) eld at me of alefeul t - tc Securitization : eo Lies ea Derivadive - ie Bhp — J _ er —siC Based_o0 santa det - ne 3 eaty- faudk va ef _lonlla _parkies 8 very hie! & Tt arene, _& offers Iain price. fos We ascel co default” ale ahah. win yp entet nto foracaed contre t 2 Culdtamnine de 2 Shandatdlizes > OFC traded > ETC tea (od 09) FEL S - Daterd . Gar pay nvolyect —— pe ah? oi frw. ODepeit Marge Palas highly chanel hidisedl Gop a a) one _ ye news ety Tale 2 pit la 3 lid —Hant mattis fill ee tase of tet fa. ment. 8 olsen lang aly — ——fo_you needs ~ (esieag ene Madeabbe, 2 ee ‘ libs R_pyiea 2 zu Abd Cen brncce us k a 7——— compounds ale for Sone ye nel Ee ¢ Price Mees y Hee, fenctt cn pects UES To __ £6, > baa ye County willan ~ é 4S) $e dhe CoOL: I MP __cleeresecr _g0 A ssl) celll watts . » Be Baye coll ch —_premiuin fi dhe sellry the aight aut he will en Vac AR ave AW = . Mey ot may mit hpper + as ik a ae B eps the Puw eplen trtuk s called plgeiwt Mit ara ~ r thal. a Hast pes tir — cant Woe Aetiuie VS Fs Date:?? / 2) a9. Np Premiuw x fet + cat_R nel sellel pene ne ee ge ai IO te 40 Cred Price, = Exetcit Ue ee aS a Dow - 1,050 kg asp 120 c &. Lies, os SO, OOD _* L. © SU, OD. Dk Premium a hoe ERO he Aight Yor So mon Was and ren callin dhe eet angbiene ns | fh mts : Vate:92 62) 95 ‘Options Contracts: a — = pul ockion Call option. _ sl re s sik b> od. ei ae cculanr time _ Pf) bet either — _sell_ox inet: > fase mm prstiuber time el erecue py St pri Pe f Call option > _A4 fat fb buy 2 You feces Lhe 201 i ee frie : Micv ese, > Beat bo uy an asset in a tirn at cashiers cise Pet . Q. , — Mec cf the uk 3 Call option ic caldsds- option corte v2 sells ol Ue amd calloch > Pro at We option is lrida iS charged bo "ell a a poult sb the wait © § shids he__dloos _ all . ol Ao ach ange chim takes Pale * 2 optim enity ig beak tnenial msbitylrond. 7 opin olde, + who _ buys the. aight x Fico, f Grercise, Pig * The pli focke of oh Fixed Wan option contiad fos. the * Bee trade of the andorfuns asceh_is d Cee ok ex erent” i Aig: (od) (e) 4 (7) (E) 3) Dates22 9, Ny, hyp {ig ins Ee Alepeaia 6 ee —D Prreticna ——— _Eutopeaa > (on os Fos G9: you hac an oplan a hang * mM csi 3 monly aw E-t oshion au can't} exererte aw Avsik Aus ES you cag ons excacne the Aiah ene kiuthy Take ed ita Beene Guopean opin Picraiue rea ty al sche nauiie aes yeas 4 re er An Extop can 2 Me tan “use Gk to af ee got captal gee Wee 5 menths _vnctlwik, AcCtAcSe Youd rr 4 Cb. ophim: > Un On a buyer and wont. to b a hau roach Ate Retin ou al bo ik some_tive. Bul Lye Ask 2 Mrod hie mag Pitre Hou : Oke hued a cud Pp. - : Lmancdal mstiphm ho Ble option waiter whieh hos op tind Souk eu Qu thats fell! cphisng ke 4 er ce cicite Price of he at abt mn Optiye betgeh _s_orceniven you aie a_i £SO60D_ zy YOU aay tafol_ p pie of the cas cod ably sag le ade {ery —3———_— Ps Mas mm Cice = Cs 100.0) 4 2500 Gs tol Led Pua = 4 $0,000 G E Bru f Pe donad___Erceicse . ae, when SE 9 cll) ig ed of roaney Co Spel Zien So = Rs j + $0650 MP = TIsd oso So Taaiff ent eon 6 = E of B DOW > in d.ff —% S=E— 2 cabf is at = the - yn, an Ss Syst Paice Ss = Rs 1: 3m 7 YEvd Ro = ) 20am? E of 41d, Shodd Cverexe the of i 8 Ua Wu Gy * Pid. Potion Pe 1 fle i a ae Ah i Penns 5 hy ne ; “il Geatk pu clocr edt. | oe opting : wile aa od he & vce, a ps _oplnm Ai bel get dae an gre tb ~ —bus hase at Ko *2Sra -Since _ ts an ametican option bit" hes fe bdo cash so he wil Suatge _o Prerinin v Uuheg of Re Som 1) - Cpt _s:_2 1,9 60, 08D ~S0089 Nea MP = [10,0 E find LQVOD- sQG0 = 1 uKDOD LAs Rin S$ Se Pub is mete many Sa = Re 1500,080_-sd,00 Nad MP = 1, usd, oo re of LYQovd ebb 6 2b out is af Ue prey rdf! ) Ss Rs Din - 650,000 Nd MP = 1,990 DE of hushed Do rot Execeis@ SDE put RB ub = of - Che = many: i fy Glo Cha r } ee " Al ves til k ee freed Lheae® : i throu fiance i 2) Trves Lot nv aks ) : arti OLe&. 5 anlar oc ile L divider d, i div cc Ay : “sedived ined pad Ing. ~ Capital Cains | Loss) , qpakeresty Capit Gin / les im — trace _¢ units _* => Tavestor qyoes__tn : pvestrnest com PU, ” -¢ ypnihs gue —him funds a0 id buy ks ; pt Ske (Efe ayeshmett “corn penis — lowest _ bias i Ic Lfoio of cecurtbien die sense -oply-besed_ mab fads Oke nsteuuener Few aud pute z oa ping —Pr_wiaich—e——$ P Traslnd forget” “ALTE can bem aT 2 Lt Fol ney nthe pat es Tne —careandl _~) Te aan ce Aig 2 Hs fp chaxe im : C yest ant Lyon oat, Financially if Tech. @ 2 ue ial aieaue. gah 8 ene asp yl ¥ eck Ee the muestnent , 4a (oy (FFI) — i Date: ©: 20021999, 3, ka af Tavestmes dt Compen, J “eich > “pes jay yoy — nial __be _se cance coy mnalef alte Oe cA) end Or Close End. es 7. a hog fuvrels he. 36k / and ‘Inv: Cony will nv. Com 224} —— af = we Shesnb units toothy funds ts — f\__anch_ Tria rt will tou = a oul ok tok Funes ancl L lo _ mucshmer ruestmerts and _¢ genereke__| Panels. Ce, [loss on teeche of units will Eo to Tavestor 2) Agtabute . Yo “doAuns on PAv- apes do pwedhA: Se “renee pele —L/% Investor wil roy Persenk Taxee ox Tete ream? Wh Pakeithedr all saoishaal Sula 2 Tnyeelma __Compeanies Ore, _acgeloted hoy SEC - oe ° aTasent ST. gave ¥ #<—[ypes OF Trvestment Compan ik! >Suutusr st mushmed compaaicl depends _en Secwsthy fyjoes priced cet! ~ condcuts 4 ental bre ea! Le cy is rttawd - sil ea hwo Mcome at Uf ‘ed abuts —foetd ches: Fea reas ae el i R Mewes. = ft, of of _& , Gulia. au C tnd areca ged fa ae peti bln : 2 ed Chrcdna cal Ino becewie —wanenssec! | “np & cof buy 2 colt = s weet ke Iupes ‘ - hy ) , . bh { Vs a aecl { ands — 2 ™ ; ee ee a hy eq Enc em they, une’ a Sy ~ 7 - ——<——_~- ~~ - — zz Closed | — funds a aie _rexchanee. beacl led Eh da. Le £ TRO arse st omnt 9 gheses TRO cee ) Or d a S- Hadled * 10) corandaty motlok : e Units ingued Uavou a TPO and _nd Buses exwtyday Cloce ond wars bos om mobo h pul tolnidh Clu ckuotes ar demand 3 Supa \asis: > Opn End Linde: + Gallad medal - Pandy. * Copitalinabion changes constantly bl spon and tyes no maulel copilulizalron nO 0 Nol nm k F 0 bd ' Open ead because New shows sued and dd hays -no- of _¢ Vos condlnly illean i: __ voles, —- Hew units ato onl d of: Opin inal dual turds tak 2ic_pno cbilly, thal. why _hig highly began, i, ee —_ Pe ae ye cere 1S «ION a ore RN ad ted atthe es Nav = TA = Th cee pe wot No. ef shates axlshencling? - NP neast Sid Lagk "1 Carrent C ~ Cat —_ = $20QD ax a 22.60,659 ) Goods (al coment musket Value) = § 10,000,000) 45, Cath = $ S0O,GD) (sm co [eaboilikios 2 Salayet cbr. =($ 309m) Riak_iosabl = > 30,2 00,002) 32m. ID.27x0 L195 PS He NAV 2 $3-03 et wy VO prillron _chyres puke bin ina THE oF SheAG Tangs» NAV cabulated daily nav, -£3-9 tid = NAN> - AAU D- 36) = 90/ NAY, -_ 3.09 ad Mies 5 @lice md ays Dyeee @ YP gaat i v Date: 13 J Ob ws ; Jay | rc : kum gil ‘ayo badd. 6 7 uot ae — ae ; the: yp t tacleable » SE MIP >_ NAY» lard told. often, MIP 2 NAV 2 Soe is slg al ales _useh yout _ a Atty ot yon arc edose 08 end wont aa Moumigin MIP so 2 Clow, och yield is Os uD Ch Youn Ope. ex ok : Ve COA wt MP, sf = Cod bli ih hetalay obvwsheed se Mrcbucdms “NI cue eA J Site. 2 Lge ond PP = cillnes due > WMP 2 NAY loud: Opin. ond cmly due fp NA - = TF Econames BPA eceKin $b ss equal Pw ducheosno Sa Np ok crater Mp 2 NAV = Pheri Geham of Open End ie Vids ai rerypearsadies fsy gtlematic o “pan 2B lf i -_ f a be i toon Ye A if2 9,-7.4) lo J U ed ¢ - = Wrakit 7 Sy ie spoye if > _ negate , eae ————— eis ee, a = a ge i ae Covi, maoath A §'m 3 budily Coveutianlt indivdedl 9 meufrt 2 Binder aio mile’ Slope = O49 = fess Urn 1, So Det ri? duce oF Q BO viel > tinasbalya des o— - AO _M Abin =P —_ 7 — an [i = w\h. =f ¥P a ge L_&p $d sy ae tye 2 Sted at cl Fo Land sel lek GOS [aed j “ Le caer. potion p= (Wek. Delinlp + by)—— “ink fT ss 65) + (os xo-2 yp_= 11.5 (abe gay De muhee Ch B Duak fret ferwtye L Ue hypoth halal thinker _ fo A ad You wall. Ga ! odbc avi oo AL be tral 3 . tk patel 1 Zp any 2 4g am = Mm?

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