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Finance Case Study: A Deep Dive into Real-World Financial Scenarios
Introduction:
Are you struggling to grasp complex financial concepts? Do you need practical examples to solidify your understanding of financial analysis, investment strategies, or corporate finance? Then you've come to the right place! This comprehensive guide delves into the world of finance case studies, offering a practical approach to learning and applying crucial financial principles. We'll explore what makes a compelling finance case study, analyze examples across various sectors, and provide you with the tools to critically evaluate financial scenarios. Get ready to transform your understanding of finance through real-world application!
What is a Finance Case Study?
A finance case study is an in-depth analysis of a specific financial situation, problem, or opportunity. Unlike theoretical examples, case studies present real-world data, challenges, and outcomes, allowing learners to apply theoretical knowledge to practical scenarios. These studies typically involve investigating a company's financial performance, evaluating investment opportunities, or analyzing strategic financial decisions. They often require a thorough understanding of financial statements, valuation techniques, and market analysis.
Types of Finance Case Studies:
Finance case studies aren't monolithic; they span diverse areas:
Corporate Finance Case Studies: These focus on capital budgeting, mergers and acquisitions, financial restructuring, and corporate governance. Examples include analyzing a company's decision to take on debt or equity financing.
Investment Banking Case Studies: These revolve around deal structuring, valuation, and due diligence in investment banking transactions. A common example is analyzing the feasibility and valuation of a potential acquisition.
Portfolio Management Case Studies: This area explores asset allocation strategies, risk management, and performance evaluation of investment portfolios. A case study might analyze the performance of a diversified portfolio against a benchmark index.
Financial Modeling Case Studies: These involve creating and interpreting financial models to forecast performance, assess risk, and support decision-making. This could involve projecting a company's future cash flows based on various assumptions.
Financial Analysis Case Studies: These focus on evaluating a company's financial health using ratio analysis, trend analysis, and other financial metrics. An example could be analyzing the profitability and liquidity of a struggling company.
How to Analyze a Finance Case Study Effectively:
Analyzing a finance case study requires a structured approach:
1. Understand the Context:
Begin by thoroughly reading the case study and understanding the background information, the industry, and the specific problem or opportunity. Identify the key stakeholders and their objectives.
2. Identify the Key Financial Issues:
Pinpoint the central financial problems or questions that the case study presents. What are the key decisions that need to be made?
3. Gather and Analyze Data:
Carefully examine the financial statements, market data, and other relevant information provided. Use appropriate financial ratios and analytical tools to interpret the data.
4. Develop Solutions and Recommendations:
Based on your analysis, develop potential solutions to the financial problems identified. Support your recommendations with sound reasoning and quantitative evidence.
5. Evaluate Potential Outcomes:
Consider the potential consequences of different solutions and assess the risks and rewards associated with each.
Examples of Finance Case Studies:
While specific case studies are often proprietary to educational institutions or consulting firms, the principles are consistently applied. Imagine a case study analyzing the financial performance of Tesla. This might involve analyzing its revenue growth, profitability, debt levels, and its overall financial health in the context of the electric vehicle market. Another example could be a case study analyzing the acquisition of a smaller company by a larger corporation, assessing the strategic rationale, valuation methods, and potential synergies.
Conclusion:
Mastering the art of analyzing finance case studies is crucial for anyone seeking to excel in finance. By understanding the various types of case studies, adopting a structured analytical approach, and continually practicing, you'll not only improve your theoretical understanding but also develop invaluable practical skills applicable to any financial role. The ability to dissect complex financial scenarios, identify key issues, and propose well-supported solutions is a highly sought-after attribute in the financial industry.
FAQs:
1. Where can I find finance case studies? Many reputable business schools and online resources offer free and paid finance case studies. Look into Harvard Business School, Insead, and other top universities' online case study repositories.
2. What software is useful for analyzing finance case studies? Excel is a fundamental tool, along with financial modeling software like Bloomberg Terminal or Capital IQ for more advanced analysis.
3. Are there specific templates for analyzing finance case studies? While there's no single template, a structured approach involving a clear problem statement, data analysis, solution proposal, and evaluation is crucial.
4. How important are finance case studies in job interviews? Many finance interviews, especially for analyst roles, involve case study-based questions testing your analytical and problem-solving abilities.
5. Can I use fictional data for a finance case study assignment? While possible for practice, using real-world data makes the learning experience significantly richer and more applicable to real-world situations.
| finance case study: Case Studies For Corporate Finance: From A (Anheuser) To Z (Zyps) (In 2 Volumes) Harold Bierman, Jr, 2017-03-16 Case Studies for Corporate Finance: From A (Anheuser) to Z (Zyps) (In 2 Volumes) provides a distinctive collection of 51 real business cases dealing with corporate finance issues over the period of 1985-2014. Written by Harold Bierman Jr, world-renowned author in the field of corporate finance, the book spans over different areas of finance which range from capital structures to leveraged buy-outs to restructuring. While the primary focus of the case studies is the economy of the United States, other parts of the world are also represented. Notable to this comprehensive case studies book are questions to which unique solutions are offered in Volume 2, all of which aim to provide the reader with simulated experience of real business situations involving corporate financial decision-making. Case studies covered include that of Time Warner (1989-1991), The Walt Disney Company (1995), Exxon-Mobil (1998), Mitsubishi's Zero Coupon Convertible Bond (2000), and Apple (2014). |
| finance case study: A Handbook of Case Studies in Finance Tarika Singh, 2017-06-20 This book links the theory of finance to the decisions related to various aspects of the financial management of an organisation. In order to provide the reader with a better understanding of the concept of finance, a theoretical guide to related terminology is included here. The case studies brought together require students to look deep into the concepts of finance in order to solve the problems and issues they present. The case studies here focus on important concepts of finance which help students to relate the concept with decision-making processes. |
| finance case study: Lessons in Corporate Finance Paul Asquith, Lawrence A. Weiss, 2016-03-16 A discussion-based learning approach to corporate finance fundamentals Lessons in Corporate Finance explains the fundamentals of the field in an intuitive way, using a unique Socratic question and answer approach. Written by award-winning professors at M.I.T. and Tufts, this book draws on years of research and teaching to deliver a truly interactive learning experience. Each case study is designed to facilitate class discussion, based on a series of increasingly detailed questions and answers that reinforce conceptual insights with numerical examples. Complete coverage of all areas of corporate finance includes capital structure and financing needs along with project and company valuation, with specific guidance on vital topics such as ratios and pro formas, dividends, debt maturity, asymmetric information, and more. Corporate finance is a complex field composed of a broad variety of sub-disciplines, each involving a specific skill set and nuanced body of knowledge. This text is designed to give you an intuitive understanding of the fundamentals to provide a solid foundation for more advanced study. Identify sources of funding and corporate capital structure Learn how managers increase the firm's value to shareholders Understand the tools and analysis methods used for allocation Explore the five methods of valuation with free cash flow to firm and equity Navigating the intricate operations of corporate finance requires a deep and instinctual understanding of the broad concepts and practical methods used every day. Interactive, discussion-based learning forces you to go beyond memorization and actually apply what you know, simultaneously developing your knowledge, skills, and instincts. Lessons in Corporate Finance provides a unique opportunity to go beyond traditional textbook study and gain skills that are useful in the field. |
| finance case study: Case studies in financial decision making Harrington, Joseph K K M., Diana R. Harrington, 1994 |
| finance case study: Lessons in Corporate Finance Paul Asquith, Lawrence A. Weiss, 2016-03-28 A discussion-based learning approach to corporate finance fundamentals Lessons in Corporate Finance explains the fundamentals of the field in an intuitive way, using a unique Socratic question and answer approach. Written by award-winning professors at M.I.T. and Tufts, this book draws on years of research and teaching to deliver a truly interactive learning experience. Each case study is designed to facilitate class discussion, based on a series of increasingly detailed questions and answers that reinforce conceptual insights with numerical examples. Complete coverage of all areas of corporate finance includes capital structure and financing needs along with project and company valuation, with specific guidance on vital topics such as ratios and pro formas, dividends, debt maturity, asymmetric information, and more. Corporate finance is a complex field composed of a broad variety of sub-disciplines, each involving a specific skill set and nuanced body of knowledge. This text is designed to give you an intuitive understanding of the fundamentals to provide a solid foundation for more advanced study. Identify sources of funding and corporate capital structure Learn how managers increase the firm's value to shareholders Understand the tools and analysis methods used for allocation Explore the five methods of valuation with free cash flow to firm and equity Navigating the intricate operations of corporate finance requires a deep and instinctual understanding of the broad concepts and practical methods used every day. Interactive, discussion-based learning forces you to go beyond memorization and actually apply what you know, simultaneously developing your knowledge, skills, and instincts. Lessons in Corporate Finance provides a unique opportunity to go beyond traditional textbook study and gain skills that are useful in the field. |
| finance case study: Case Studies in Business Finance and Financial Analysis K. Midgley, Ronald George Burns, 1971-06-18 |
| finance case study: Case Studies in Finance Robert Bruner, 2006-06-02 Case Studies in Finance links managerial decisions to capital markets and the expectations of investors. At the core of almost all of the cases is a valuation task that requires students to look to financial markets for guidance in resolving the case problem. The focus on value helps managers understand the impact of the firm on the world around it. These cases also invite students to apply modern information technology to the analysis of managerial decisions. |
| finance case study: Case Studies in Finance Robert F. Bruner, 2003 Case Studies in Finance, 4/e links managerial decisions to capital markets and the expectations of investors. At the core of almost all of the cases is a valuation task that requires students to look to financial markets for guidance in resolving the case problem. The focus on value helps managers understand the impact of the firm on the world around it. These cases also invite students to apply modern information technology to the analysis of managerial decisions. |
| finance case study: Case Studies in Islamic Banking and Finance Brian Kettell, 2011-08-15 Based around 13 individual cases, this book will stimulate discussion and develop the reader's understanding of Islamic finance by contrasting their existing theoretical knowledge against practical examples. |
| finance case study: Case Studies in Finance Robert Bruner, 2009 Case Studies in Finance, 6e links managerial decisions to capital markets and the expectations of investors. At the core of almost all of the cases is a valuation task that requires students to look to financial markets for guidance in resolving the case problem. The focus on value helps managers understand the impact of the firm on the world around it. These cases also invite students to apply modern information technology to the analysis of managerial decisions. The cases may be taught in many different combinations. The eight-part sequence indicated by the table of contents relates to c. |
| finance case study: Project Finance for Construction and Infrastructure Frederik Pretorius, Berry-Fong Chung-Hsu, Arthur McInnes, Paul Lejot, Douglas Arner, 2008-04-30 This is a self-contained text on the logic and institutions of project finance, supplemented by a series of project finance case studies illustrating applications in different economic environments, across different jurisdictions and at different stages of development. It will introduce an analytical framework drawing on applied institutional economics that includes and concentrates primarily on an analysis of the institutional logic behind generic project finance arrangements. The application of the institutional framework will be demonstrated with project cases from Hong Kong, Thailand, India, Europe and Azerbaijan – each at different stages of development. While each project case will have a general theme and will highlight aspects of interest to built environment professionals, it will primarily be used to illustrate one or more specific PF/PFI principle. |
| finance case study: Cases in Finance Jim DeMello, 2003 This is a book of hypothetical cases written to give students real examples of key finance concepts. Each case contains a strong critical thinking/analytical component. The cases match topics covered by all of our undergraduate books, making it the perfect companion. Each case is 3-4 pages in length, and concludes with questions and problems that walk students through calculations and critical analysis of the case to help them make business decisions. |
| finance case study: Quantitative Techniques in Business, Management and Finance Umeshkumar Dubey, D P Kothari, G K Awari, 2016-11-25 This book is especially relevant to undergraduates, postgraduates and researchers studying quantitative techniques as part of business, management and finance. It is an interdisciplinary book that covers all major topics involved at the interface between business and management on the one hand and mathematics and statistics on the other. Managers and others in industry and commerce who wish to obtain a working knowledge of quantitative techniques will also find this book useful. |
| finance case study: Ethics in Finance Kara Tan Bhala, 2022-06-19 This book, the recipient of a bronze medal from the US Axiom Business Book Awards in the Business Ethics category and shortlisted for the Business Book Awards 2022: International Business Book, comprises multiple finance and ethics case studies. The purpose of the book is twofold. First, the case studies teach readers how to evaluate and determine resolutions to ethical issues in finance. Second, the reader will enjoy a journey with the author, a woman, over her years working in finance, through the use of case studies. These studies focus on ethical issues in finance which the author encountered over nearly a 30-year career in the industry. There are 10 case studies extracted from different sectors of finance. This broad range is a consequence of the author’s experience from almost all sides of the business: the buy side, the sell side, equity research in Asia, equity sales, mutual funds, hedge funds, the finance academy, and consulting. Each case study has an engaging narrative describing the background, transactions, players, and ethical issues. The ethical issue is analyzed and resolved using the appropriate theories of moral philosophy. Descriptions and analyses are rigorous yet comprehensible, approachable, and entertaining. Apart from ethics determinations, the material in the book covers and explains a variety of specific, and even complex, financial transactions. In every transaction there is an explanation of the roles of various players involved. In this way, readers will learn about the work of people in different positions in finance from investment bankers and equity traders to portfolio managers and equity analysts. Through these case studies, readers also will get an understanding of major financial transactions and activities such as IPOs, secondary offerings, equity trading, and equity valuations. The book will appeal to practitioners, college and high school students, and lecturers who can use it to supplement courses in finance or business ethics. |
| finance case study: Ethics in Finance Kara Tan Bhala, 2023-06-28 This award-winning book comprises multiple finance and ethics case studies. The purpose of the book is twofold. First, the case studies teach readers how to evaluate and determine resolutions to ethical issues in finance. Second, the reader will enjoy a journey with the author, a woman, over her years working in finance, through the use of case studies. Prefaced by the additional of video introductions, these studies focus on ethical issues in finance which the author encountered over nearly a 30-year career in the industry. There are 10 case studies extracted from different sectors of finance. This broad range is a consequence of the author’s experience from almost all sides of the business: the buy side, the sell side, equity research in Asia, equity sales, mutual funds, hedge funds, the finance academy, and consulting. Each case study has an engaging narrative describing the background, transactions, players, and ethical issues. The ethical issue is analyzed and resolved using the appropriate theories of moral philosophy. Descriptions and analyses are rigorous yet comprehensible, approachable, and entertaining. Apart from ethics determinations, the material in the book covers and explains a variety of specific, and even complex, financial transactions. In every transaction there is an explanation of the roles of various players involved. In this way, readers will learn about the work of people in different positions in finance from investment bankers and equity traders to portfolio managers and equity analysts. Through these case studies, readers also will get an understanding of major financial transactions and activities such as IPOs, secondary offerings, equity trading, and equity valuations. The book will appeal to practitioners, college and high school students, and lecturers who can use it to supplement courses in finance or business ethics. |
| finance case study: Enron and World Finance P. Dembinski, C. Lager, A. Cornford, J. Bonvin, 2005-12-16 Four years after the debacle, the term 'Enron' has earned its place in the everyday vocabulary of business ethics. Hardly anyone understands the business intricacies of what really happened with the sophisticated energy conglomerate. Even fewer are those able to envision, beyond the business case, the ethical questions and dilemmas facing actors at any one stage of the drama. Using the collapse of Enron as a case study, this book not only shows how and where ethics came into play, but also draws lessons and discusses possible remedies that may prevent the whole financial system from falling apart as a result of either excessive greed or over-regulation. |
| finance case study: Integral Finance – Akhuwat Muhammad Amjad Saqib, Aneeqa Malik, 2018-09-21 There are many misconceptions and concerns regarding Islamic societies and how Muslim countries have failed to come up with their own localised solutions to socio-economic problems in dealing with poverty alleviation and societal development. This book explores why there is so much disconnect between spirituality and enterprise development in the world today, and how a part of the Islamic world, in fact located in Pakistan, can be part of the solution rather than being central to the problem. This book builds upon Ronnie Lessem and Alexander Schieffer’s theory of ‘integral dynamics’ which works through a fourfold rhythm of the GENE. Set against a mono-cultural perspective, the authors highlight the ever-increasing and deepening divide between Western and Islamic cultures. Through the course of the book, the authors use the transformational GENE (Grounding, Emergence, Navigation, Effect) rhythm developed by Lessem and Schieffer to take readers through the 4C (Call, Context, Co-creation and Contribution) process, articulated to CAREing-4-Society. They ground their call in Akhuwat’s community of Akhuwateers (donors, beneficiaries, borrowers, volunteers and replicators), to explore alternative models of spiritually based finance through an emerging SOUL-idarity paradigm. Furthermore, through these models and Akhuwat’s CARE (Community, Awareness, Research, Embodiment) process, they put forward that encouraging community activism, raising awareness around Islamic practices of Qard-e-Hasan, institutionalising their innovative research, and finally transforming and educating the community, will provide an alternative to microfinance for poverty alleviation. Showcasing an unconventional spiritual-financial solution, deeply immersed in spirituality and infused with local moral values and traditions, this book demonstrates how poverty can be alleviated in countries around the world, specifically, in developing Muslim countries. |
| finance case study: Case Studies in Finance Robert F. Bruner, Ken M. Eades, Michael J. Schill, 2010 |
| finance case study: Cases in International Finance, Case Studies Harvey A. Poniachek, 1993-02-22 This new addition to the Wiley Financial Series is edited by a practitioner and teacher of the topic. It includes 35 cases on various aspects of international finance that can be used in any advanced course on the subject covering areas such as international financial markets; foreign exchange; foreign investment; international accounting and taxation; and financing international operations. |
| finance case study: Strategic Financial Management Casebook Rajesh Kumar, 2017-01-05 Strategic Financial Management Casebook strategically uses integrative case studies—cases that do not emphasize specific subjects such as capital budgeting or value based management—to provide a framework for understanding strategic financial management. By featuring holistic presentations, the book puts readers into the shoes of those responsible for the world's largest wealth creators. It covers strategies of growth, mergers and acquisitions, financial performance analysis over the past decade, wealth created in terms of stock returns since its listing in stock market, investment and financial decisions, cost of capital, and corporate valuation. In addition, the casebook also discusses corporate restructuring activities undertaken by each company. Each chapter follows a template to facilitate learning, and each features an Excel-based case analysis worksheet that includes a complete data set for financial analysis and valuation. - Introduces a conceptual framework for integrating strategy and finance for value creation - Emphasizes the roles of corporate governance, corporate social responsibility, and risk management in value creation - Encourages an analysis of investment, financing, and dividend decisions - Examines non-financial factors that contribute to value |
| finance case study: Contemporary Research in Accounting and Finance Abdelghani Echchabi, Rihab Grassa, Welcome Sibanda, 2022-05-28 The book compiles a comprehensive set of case of studies in business and accounting from the MENA region. These case studies consist of practical research studies with strong theoretical foundations. Hence, the book is a guide to the industries in various sectors regarding the best practices for efficient business and accounting management. In addition, the book will serve as an important teaching reference for business and accounting courses in the MENA region. |
| finance case study: Cases In Financial Management: Applications For Financial Analysis Ivan E Brick, Harvey A Poniachek, 2023-10-04 Cases in Financial Management provides original case studies in corporate finance that are based on actual corporate events, and on the authors' teaching and consulting experiences. Accompanied by sophisticated and detailed proposed solutions, this case book sheds great clarity on the application of financial management and market principles for both students and professionals, including consultants, accountants and attorneys who are advising corporate clients. |
| finance case study: Cases in Finance Robert Bruner, 1998-09-01 |
| finance case study: Case Studies in Finance Robert F. Bruner, Kenneth Eades, Michael Schill, 2013-01-18 Case Studies in Finance links managerial decisions to capital markets and the expectations of investors. At the core of almost all of the cases is a valuation task that requires students to look to financial markets for guidance in resolving the case problem. The focus on value helps managers understand the impact of the firm on the world around it. These cases also invite students to apply modern information technology to the analysis of managerial decisions. The cases may be taught in many different combinations. The eight-part sequence indicated by the table of contents relates to course designs used at the authors' schools. Each part of the casebook suggests a concept module, with a particular orientation. |
| finance case study: Financial Enterprise Risk Management Paul Sweeting, 2017-08-07 An accessible guide to enterprise risk management for financial institutions. This second edition has been updated to reflect new legislation. |
| finance case study: Case Study in Finance , |
| finance case study: Case Studies in Finance Paul Barnes, 1990 |
| finance case study: Case Studies in Canadian Health Policy and Management, Second Edition Raisa B. Deber, Catherine L. Mah, 2014-04-30 Covering a wide range of issues, the 22 cases included in Case Studies in Canadian Health Policy and Management constitute an exceptional resource for bringing real-life policy questions into the classroom. Based on actual events, the cases have been developed with input from mid-career professionals with strong field experience and extensively tested in Raisa B. Deber’s graduate case study seminar at the University of Toronto. Each case features both a substantive health policy issue and a selection of key concepts and methods appropriate to examining public policy, public health, and health care management issues. In each case, the authors provide a summary of the case and the related policy issues, a description of events, suggested questions for discussion, supporting information, and both works cited and further reading. Suitable for graduate and undergraduate classrooms in programs in a variety of fields, Case Studies in Canadian Health Policy and Management is an exceptional educational resource. This second edition features all new cases, as well as adding an introductory chapter that provides a framework and tools for health policy analysis in Canada. |
| finance case study: Case Studies in Public Budgeting and Financial Management, Revised and Expanded W. Bartley Hildreth, 2003-03-11 A resource for administrators seeking innovative ideas and supporting precedents in formulating policy, this book also provides a useful textbook for public administration and policy students. It employs a wealth of case studies in budgeting and financial management to demonstrate strategies in system implementation, policy formulation, government accounting, auditing, and financial reporting. With contributions from leading experts, it clarifies procedures to solve cutback and downsizing dilemmas using theoretical models, and provides pragmatic approaches to managing financial activities under budgetary strain. It also covers the evolution of a debt management policy. |
| finance case study: Creating Value Through Corporate Restructuring Stuart C. Gilson, 2010-04-05 An updated look at how corporate restructuring really works Stuart Gilson is one of the leading corporate restructuring experts in the United States, teaching thousands of students and consulting with numerous companies. Now, in the second edition of this bestselling book, Gilson returns to present new insight into corporate restructuring. Through real-world case studies that involve some of the most prominent restructurings of the last ten years, and highlighting the increased role of hedge funds in distressed investing, you'll develop a better sense of the restructuring process and how it can truly create value. In addition to classic buyout and structuring case studies, this second edition includes coverage of Delphi, General Motors, the Finova Group and Warren Buffett, Kmart and Sears, Adelphia Communications, Seagate Technology, Dupont-Conoco, and even the Eurotunnel debt restructuring. Covers corporate bankruptcy reorganization, debt workouts, vulture investing, equity spin-offs, asset divestitures, and much more Addresses the effect of employee layoffs and corporate downsizing Examines how companies allocate value and when a corporation should pull the trigger From hedge funds to financial fraud to subprime busts, this second edition offers a rare look at some of the most innovative and controversial restructurings ever. |
| finance case study: Project Finance in Theory and Practice Stefano Gatti, 2012-08-22 Stefano Gatti describes the theory that underpins this cutting-edge industry, and then provides illustrations and examples from actual practice to illustrate that theory. |
| finance case study: Mining Capital Michael Seeger, 2019-11-21 Mining is a capital-intensive industry, and involves long lead times to develop projects that demand a structured approach, from mine exploration to exit. This book provides mine developers, investors, owners, shareholders, and mineral policymakers a comprehensive game plan to raise capital for the development of new mining projects or to bolster operational mines. The author, an experienced mining capital consultant, shows how mine developers and mine owners can secure capital in any phase of the commodity price cycle, at any site, and at any project stage. The book follows a proven and structured approach that enables mine developers and owners to successfully raise capital for their projects. With the aid of case studies and practical methods, the reader will learn the essentials on topics ranging from developing and marketing a business case for investment, to the types and sources of mining capital for different project stages, as well as the structure and significance of due diligence. The author presents actual mining projects and their funding plans, transaction structures and term sheets for capital. The mining projects discussed represent various project stages, commodities, and parts of the globe, offering a comprehensive reference guide for mine developers, investors and promoters alike. |
| finance case study: Financial Technology Niels Pedersen, 2020-12-03 With the continued success of fintech (financial technology) businesses around the world, financial services are becoming increasingly de-centralized, personalized, and automated. This new textbook strikes a balance between academic depth and commercial relevance in examining the advantages and challenges of these changes through the lens of various analytical frameworks. Financial Technology demystifies key technologies, such as blockchains, APIs, AI, machine learning, and cloud computing, in a clear and accessible style suitable for readers with no technological background. Real-world case studies from a variety of international organizations including Lloyds Bank, TransferWise, Generali, Starling and Stocktwits, bridge the gap between theory and practice and contextualize learning in terms of real businesses, from large incumbents to smaller start-ups. With coverage of robo-advisors, mobile-only banks, open banking and risk and regulation, this book also explores a range of analytical frameworks to critically examine new technologies and emerging business models. Financial Technology enables readers to understand the fintech movement in the context of recent financial history, examine the key drivers of change and form insights about the financial system in a forward-looking and global manner. Online resources include PowerPoint slides for lecturers and additional case studies. |
| finance case study: The Art of Company Valuation and Financial Statement Analysis Nicolas Schmidlin, 2014-06-09 The Art of Company Valuation and Financial Statement Analysis: A value investor’s guide with real-life case studies covers all quantitative and qualitative approaches needed to evaluate the past and forecast the future performance of a company in a practical manner. Is a given stock over or undervalued? How can the future prospects of a company be evaluated? How can complex valuation methods be applied in practice? The Art of Company Valuation and Financial Statement Analysis answers each of these questions and conveys the principles of company valuation in an accessible and applicable way. Valuation theory is linked to the practice of investing through financial statement analysis and interpretation, analysis of business models, company valuation, stock analysis, portfolio management and value Investing. The book’s unique approach is to illustrate each valuation method with a case study of actual company performance. More than 100 real case studies are included, supplementing the sound theoretical framework and offering potential investors a methodology that can easily be applied in practice. Written for asset managers, investment professionals and private investors who require a reliable, current and comprehensive guide to company valuation, the book aims to encourage readers to think like an entrepreneur, rather than a speculator, when it comes to investing in the stock markets. It is an approach that has led many to long term success and consistent returns that regularly outperform more opportunistic approaches to investment. |
| finance case study: Private Equity Paul Gompers, Victoria Ivashina, Richard Ruback, 2019-03-15 ’Private Equity’ is an advanced applied corporate finance book with a mixture of chapters devoted to exploring a range of topics from a private equity investor’s perspective. The goal is to understand why and which practices are likely to deliver sustained profitability in the future. The book is a collection of cases based on actual investment decisions at different stages for process tackled by experienced industry professionals. The majority of the chapters deal with growth equity and buyout investments. However, a range of size targets and investments in different geographical markets are covered as well. These markets include several developed economies and emerging markets like China, Russia, Turkey, Egypt and Argentina. This compilation of cases is rich in institutional details, information about different markets, and segments of the industry as well as different players and their investment practices – it is a unique insight into the key alternative asset class. |
| finance case study: Project Finance Henry A. Davis, 2003 Includes case studies on the FLAG telecommunications project, the Mega refinery in Argentina, the Petrozuata oilfield in Venezuela and the Andacollo gold project in Chile. |
| finance case study: Case Studies in Finance Paul Barnes, 1989 |
| finance case study: Financial Analysis of Mergers and Acquisitions Eli Amir, Marco Ghitti, 2021-02-02 Mergers and acquisitions (M&As) reshape the corporate landscape helping companies expand market share and gain a strategic advantage. The ability to understand and analyze these transactions is a crucial skill. The first step in acquiring that skill is being able to gather and analyse information on M&As from public sources, such as financial statements. This textbook helps its readers better analyze M&A transactions using information provided in financial statements. Covering accounting and reporting of consolidations, goodwill, non-controlling interests, step acquisitions, spin-offs, equity carve-outs, joint ventures, leveraged buyouts, disposal of subsidiaries, special purpose entities, and taxes, it focuses on the link between underlying economic events and the information in financial statements and how this link affects the assessment of corporate performance. The first part of the book provides description of the accounting rules governing M&A transactions, while the second part includes cases of M&A transactions. Each case focuses on a different element of an M&A transaction, and it is followed by a detailed solution with a complete analysis. Unlike other books in this field, this textbook focuses exclusively on accounting and financial analysis for graduate and upper undergraduate level courses in financial analysis, corporate finance, and financial accounting. |
| finance case study: Working Capital Management James S. Sagner, 2014-08-25 Stay liquid, think global, and better manage resources with this authoritative guide Working Capital Management is a comprehensive primer on keeping your business financially competitive in the face of limited access to short-term funds. With detailed insight applicable to each phase in the business cycle, this authoritative guide helps managers revamp current practices for more efficient use of assets and liabilities, including more stringent monitoring and planning of collections, disbursements, and balances. Readers will learn how to minimize investments in idle resources, and how to maximize the use of forecast data to better identify risk and the optimal use of available funds. Case studies illustrate the practical applications of the ideas presented, with particular attention given to cash budgeting, forecasting, banking relationships and other common scenarios with specific requirements. Managing a company’s short-term resources is both an art and a science. Effectively maintaining funds for ongoing activities – and keeping those funds liquid, mobile, and available – is a masterful skillset lacking in business. Working Capital Management offers practical advice for managers in this challenging position, providing guidance that helps them: Learn the specific metrics at work in capital management, and the problems that they can cause Improve cash management with robust fraud protection and better use of short-term instruments Manage the issues that arise from accounts receivable, inventory, payables, information management, and international sources Develop an effective management system for key points in the working capital cycle The recent liquidity crisis in the U.S. has thrown the spotlight onto those companies that have adjusted well to credit contraction and the weakened economy, and these success stories – some of which are noted in the book – demonstrate that a positive business outcome can be accomplished. Working Capital Management provides a clear look at a complex issue, with practical, actionable, sustainable advice. |
| finance case study: International Case Studies in Tourism Marketing Gürhan Aktaş, Metin Kozak, 2022-06-09 This international case study book provides 27 expertly curated case studies on the topic of tourism marketing, each with detailed implementation instructions for the instructor in order to maximise student participation and learning. The dynamic characteristic of the industry under the influence of micro and macro environment factors requires future professionals to be equipped with appropriate skills and competencies to deal with such factors in real-life practices. Curated and developed by industry experts and practitioners, these case studies embody real-world scenarios with the aim of best preparing students for their future careers. This compelling set of case studies follows a logical and uniform structure and covers topics such as marketing mix, crisis management, digital marketing, quality development, product development and sustainability. With reflective questions throughout to aid both in-class discussion and self-study, this book is an ideal study resource for use in higher and vocational education, and its unique, teaching-led approach positions it as a vital study tool for instructors and students alike. |
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By end 2017, Philips had 25.3 billion assets and 17.9 billion invested capital (IC). With sales of 17.8 billion, the firm’s capital intensity (IC/sales) is remarkably close to 1. This is lower than the …
Case studies in adaptation finance - University of Oxford
13 January 2023. The Smith School of Enterprise and the Environment (SSEE) was established with a benefaction by the Smith family in 2008 to tackle major environmental challenges by …
Project Finance Case Studies and Underlying Principles
Professor Bodmer has taught customized courses for MIT’s Sloan Business School, Bank Paribas, Shell Oil, Society General, General Electric, HSBC, GDF Suez, Citibank, CIMB, Lind …
Student-Authored Case Studies in Finance: Performance …
There is widespread concern in business require finance students to write their own cases education and about the extensive use of passive instruction solve them.1 This assignment …
Case study - Just Transition Finance
Case study SSE – working with investors to chart a just transition February 2024. Case studySSE – working with investors to chart a just transitionFebruary 2024UK-based energy utility SSE …
International Financial Management - Cambridge University …
examples and case studies, emphasizing fundamental concepts, principles, and analyti-cal theories to enable students to understand not only what to do when confronted with an …
APPLIED FINANCIAL CASE STUDIES - George Mason …
The course provides an introduction to the fundamentals of corporate finance, taking a case-based approach. Students will develop theoretical knowledge, analytical skills and learn …
Project Finance: Practical Case - Henry A. Davis
balance sheets (see Exhibit A). Project Finance: Practical Case Studies consists of 38 case studi. s of recent project financings. Volume I covers power and water (irrigation) projects, and this …
Risk Management—the Revealing Hand - Harvard Business …
we draw lessons from seven case studies about the multiple and contingent ways that a corporate risk function can foster highly interactive and intrusive dialogues tosurface and prioritize risks, …
A Collection of Case Studies on Financial Accounting Concepts
customer with one cup of beer. Step 3: The transaction price in this situation is $5 for one cup of beer. Step 4: The transaction price will be allocated to the goods involved in the. performance …
courses in LSE Finance - London School of Economics
courses in LSE Finance. Teaching and Learning Centre Case Studies. courses in LSE FinanceThe Department of Finance at the LSE has been using the case study method of teac. …
PROJECT FINANCE CASE STUDIES - edbodmer.com
Example: DSCR for Different Electricity Projects in Different Regions. Example of Letter Rating. RISK ANALYSIS AND FOUNDATION OF PROJECT FINANCE STRUCTURE. Risk Analysis, …
Case Studies in Agricultural Microfinance - The World Bank
Each case study begins with basic information about the institution’s history and goes on to present a set of key challenges and responses related to agricultural or rural finance …
Case Studies in International Finance - Fall 2012 - Bauer …
Case Studies in International Finance - Fall 2012. University of Houston MBA Program – FINA 7360 Stephen V. Arbogast, Executive Professor of Finance 220 D Melcher Hall (office hours: …
Project Finance: Practical Case Studies - Henry A. Davis
ies and balance sheets (see Exhibit A).Project Finance: Practical Case Studies consists of 38 ca. e studies of recent project financings. This first volume covers power and water (irrigation) …
Understanding What Works: Case Studies in Financial …
Student Assessment (PISA)3 has boosted understanding of students’ financial capabilities around. the world. Though PISA’s first round of financial literacy data was as recent as 2012, …
A Handbook of Case Studies in Finance - Cambridge Scholars …
Tarika Sikarwar. A Handbook of Case Studies in Finance. By Tarika Sikarwar. This book first published 2017. Cambridge Scholars Publishing. Lady Stephenson Library, Newcastle upon Tyne, NE6 2PA, UK. British Library Cataloguing in Publication Data. A catalogue record for this book is available from the British Library.
Book 7: Financial Planning Case Studies - kaplanlearn.com
7. dy 12: Susan Wood249Case. Study FactsToday is December 31, 2018. Susan Wood has come to you, a CFP® professional, for help in developing a. plan to accomplish her financial goals. From your initial meeting together, you. UND AND INFORMATIONSusan Wood (Age 50)Susan and her brother, Glen East, along with their mother, Maude, own E.
Investing for Impact Case Studies - Harvard Business School
Many cases require rigorous financial and investment analysis, building on and extending skills acquired in first year finance courses. Cases are taught in a range of courses including Investing in the 21st Century: Risk, Return and Impact, Re-Imagining Capitalism: Big Business and Big Problems, Business at the Base of the Pyramid, Investing in ...
The state of business finance - ACCA Global
THE STATE OF BUSINESS FINANCE PART 2: CASE STUDIES 3 The state of business finance ACCA’s review of the state of business finance is an ambitious global investigation into the challenges faced by businesses when trying to raise finance and the ways in which finance professionals in industry, practice and financial services help them along the ...
ROYAL PHILIPS: A SUSTAINABLE FINANCE CASE STUDY
By end 2017, Philips had 25.3 billion assets and 17.9 billion invested capital (IC). With sales of 17.8 billion, the firm’s capital intensity (IC/sales) is remarkably close to 1. This is lower than the 1.5 we see at an aluminium company, much higher than at supermarkets, but quite similar to peer Siemens Healthineers.
Case studies in adaptation finance - University of Oxford
13 January 2023. The Smith School of Enterprise and the Environment (SSEE) was established with a benefaction by the Smith family in 2008 to tackle major environmental challenges by bringing public and private enterprise together with the University of Oxford’s world-leading teaching and research. Research at the Smith School shapes business ...
Project Finance Case Studies and Underlying Principles
Professor Bodmer has taught customized courses for MIT’s Sloan Business School, Bank Paribas, Shell Oil, Society General, General Electric, HSBC, GDF Suez, Citibank, CIMB, Lind Lakers, HSBC, Saudi Aramco and many other energy and industrial clients. Bodmer’s consulting activities include developing complex project finance, corporate and ...
Student-Authored Case Studies in Finance: Performance …
There is widespread concern in business require finance students to write their own cases education and about the extensive use of passive instruction solve them.1 This assignment combines two techniques, techniques.2 As Templeton [1996] suggests, mere listen- case study and finance writing, identified in the recent ing often leads to passivity ...
Case study - Just Transition Finance
Case study SSE – working with investors to chart a just transition February 2024. Case studySSE – working with investors to chart a just transitionFebruary 2024UK-based energy utility SSE was one of the first compani. s to design and implement a just transition strategy as part of its net zero plan. Dialogue with investors was a key factor ...
International Financial Management - Cambridge University …
examples and case studies, emphasizing fundamental concepts, principles, and analyti-cal theories to enable students to understand not only what to do when confronted with an international nancial decision, but why that choice is the correct one. Suitable for MBA and advanced undergraduate business students taking a course
APPLIED FINANCIAL CASE STUDIES - George Mason University
The course provides an introduction to the fundamentals of corporate finance, taking a case-based approach. Students will develop theoretical knowledge, analytical skills and learn quantitative techniques required for financial decision-making, with an emphasis on their application to real-world situations.
Project Finance: Practical Case - Henry A. Davis
balance sheets (see Exhibit A). Project Finance: Practical Case Studies consists of 38 case studi. s of recent project financings. Volume I covers power and water (irrigation) projects, and this second volume covers resour. es and infrastructure projects. The project case studies were selected to exhib it the types of projects most frequently fin.
Risk Management—the Revealing Hand - Harvard Business …
we draw lessons from seven case studies about the multiple and contingent ways that a corporate risk function can foster highly interactive and intrusive dialogues tosurface and prioritize risks, help to allocate resources to mitigate them, and bring clarity to the value trade-offs and moral dilemmas that lurk in those decisions.
A Collection of Case Studies on Financial Accounting Concepts
customer with one cup of beer. Step 3: The transaction price in this situation is $5 for one cup of beer. Step 4: The transaction price will be allocated to the goods involved in the. performance obligations, which is beer in this case. Step 5: The revenue will …
courses in LSE Finance - London School of Economics
courses in LSE Finance. Teaching and Learning Centre Case Studies. courses in LSE FinanceThe Department of Finance at the LSE has been using the case study method of teac. ing for over 12 years. It is used primarily in their Master’s courses, and the department is amongst the heaviest users of cases among Master’s in Finance prog.
PROJECT FINANCE CASE STUDIES - edbodmer.com
Example: DSCR for Different Electricity Projects in Different Regions. Example of Letter Rating. RISK ANALYSIS AND FOUNDATION OF PROJECT FINANCE STRUCTURE. Risk Analysis, Philosophy, Statistics and Importance of Historic Data. Classic Examples of Project Finance Failures and Relevance for Recent Projects.
Case Studies in Agricultural Microfinance - The World Bank
Each case study begins with basic information about the institution’s history and goes on to present a set of key challenges and responses related to agricultural or rural finance operations. A brief institutional assessment of the financial provider is then followed by information on donor and investor support, plus a section on lessons learned.
Case Studies in International Finance - Fall 2012 - Bauer …
Case Studies in International Finance - Fall 2012. University of Houston MBA Program – FINA 7360 Stephen V. Arbogast, Executive Professor of Finance 220 D Melcher Hall (office hours: T, Th 4:30-6pm) 713 898-2636 (cell); svarbogast@comcast.net; svarbogast@uh.edu. This course aims to equip future executives with the concepts and tools necessary ...
Project Finance: Practical Case Studies - Henry A. Davis
ies and balance sheets (see Exhibit A).Project Finance: Practical Case Studies consists of 38 ca. e studies of recent project financings. This first volume covers power and water (irrigation) projects, and Volume II cov er. resources and infrastructure projects. The project case studies were selected to exhibit the types of projects most freque.
Understanding What Works: Case Studies in Financial Education
Student Assessment (PISA)3 has boosted understanding of students’ financial capabilities around. the world. Though PISA’s first round of financial literacy data was as recent as 2012, its reliability. and comprehensiveness are transformative in assessing the financial capacities of youth on a global.
