Financial Analysis, Planning & Forecasting: Theory and Application by John C Lee

Financial Analysis, Planning & Forecasting: Theory and Application

byJohn C Lee, Cheng F Lee

Kobo ebook | August 10, 2016

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This book is an introduction-level text that reviews, discusses, and integrates both theoretical and practical corporate analysis and planning. The field can be divided into five parts: (1) Information and Methodology for Financial Analysis; (2) Alternative Finance Theories and Cost of Capital; (3) Capital Budgeting and Leasing Decisions; (4) Corporate Policies and their Interrelationships; (5) Financial Planning and Forecasting.

The theories used and discussed in this book can be grouped into the following classical theoretical areas of corporate finance: (1) Pre-M&M Theory, (2) M&M Theory, (3) CAPM, and (4) Option Pricing Theory (OPT). The interrelationships among these theories are carefully analyzed. Real world examples are used to enrich the learning experience; and alternative planning and forecasting models are used to show how the interdisciplinary approach can be used to make meaningful financial-management decisions.

In this third edition, we have extensively updated and expanded the topics of financial analysis, planning and forecasting. New chapters were added, and some chapters combined to present a holistic view of the subject and much of the data revised and updated.

Contents:

  • Introduction

  • Information and Methodology for Financial Analysis:

    • Accounting Information and Regression Analysis
    • Discriminant Analysis and Factor Analysis: Theory and Method
    • Application of Discriminant Analysis and Factor Analysis in Financial Management
    • Determination and Applications of Nominal and Real Rates-of-Return in Financial Analysis
  • Alternative Finance Theories and Their Application:

    • Valuation of Bonds and Stocks
    • Valuation and Capital Structure: A Review and Integration
    • Risk Estimation and Diversification
    • Risk and Return Trade-Off Analysis
    • Options and Option Strategies
    • Option-Pricing Theory and Firm Valuation
  • Capital Budgeting and Leasing Decisions:

    • Alternative Cost of Capital Analysis and Estimation
    • Capital Budgeting Under Certainty
    • Capital Budgeting Under Uncertainty
    • Leasing: Practices and Theoretical Developments
  • Corporate Policies and Their Interrelationships:

    • Mergers: Theory and Evidence
    • Dividend Policy Theory, Practice, and Empirical Evidence
    • Interaction of Financing, Investment and Dividend Policies
  • Short-Term Financial Decision:

    • Short-Term Financial Analysis and Planning
    • Credit, Cash, Marketable Securities, and Inventory Management
    • Short-Term Financing
    • Elementary Applications of Programming Techniques in Working-Capital Management
  • Financial Planning and Forecasting:

    • Long-Range Financial Planning — A Linear-Programming Modeling Approach
    • Simultaneous Equation Models for Security Valuation
    • Time-Series: Analysis, Model, and Forecasting
    • Econometric Approach to Financial Analysis, Planning, and Forecasting

Readership: Undergraduate and MBA students majoring in finance; potentially suitable as a reference book for corporate managers.
Key Features:

  • To further the learning process and application of the material, the book contains both problem sets and project approach assignments. There are 491 problem sets, which are given at the end of each of the 26 chapters. In addition, five projects are suggested at the end of each part of the text. These projects make for a useful term assignment that extends the topic material into a more macroview of understanding financial analysis, planning, and forecasting
Title:Financial Analysis, Planning & Forecasting: Theory and ApplicationFormat:Kobo ebookPublished:August 10, 2016Publisher:World Scientific Publishing CompanyLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:981472386X

ISBN - 13:9789814723862

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