How to read & Evaluate Annual reports of Listed Companies

What you'll learn

• structure of annual reports

• stock exchange regulatory requirements

• how to read annual reports

• how to anlalyse annual reports

• what information is found and what is usually missing from reports and where to find missing information

• using analysis techniques to understand what company is hiding

• financial statement analysis of APPLE and Southwest airlines

• Introduction & Fundamentals 33:28

  • 1: 0. Promo Video for the course 01:38
  • 2: 1. Introduction to the annual Reports Preview 03:57
  • 3: 2. Annual Report information requirements from stock exchanges Preview 12:28
  • 4: 3. Sample of Annual Reports_Trim 05:55
  • 5: 4. How to Download reports 04:44
  • 6: 5. How to Download reports from Company Websites 04:46

• Getting Started with Annual Reports - Understand Structure and Content 24:26

  • 7: 6. Overview of annual report downloaded in previous video 02:29
  • 8: 7. Explaining Structure of 10K and annual reports 12:35
  • 9: 8. Key Steps in getting around with Annual Reports 09:22

• Steps in Evaluating Annual Reports 2:03:33

  • 10: 9. Step 1 - Understanding Company and its business 17:14
  • 11: 10. Step 1 - Understanding Risks related to company 15:53
  • 12: 11. Step 2 - Understanding market news and development to understand risks maage 07:52
  • 13: 12. Step 3 - Reading Management Discussion and Anlysis 16:29
  • 14: 13. Step 4 using vertical analysis and horizontal analysis to identify area of c 17:58
  • 15: 14. Step 4 Understanding balance sheet and using Ratio analysis, cash flow to u 25:56
  • 16: 15. Completed Example of SouthWest Airlines 18:04
  • 17: 16. FInal Video on presentation and assignment 04:07

Listed companies are bound by duty to provide all necessary information to stakeholders in order to understand companies' performance. Some stock exchanges have dedicated formats and requirements while others have broad guidelines.

Reporting requirements however includes a minimum of
- Companies product information, competitors, market risks, and road strategies
- Management report explaining key aspects of companies performance (management, however, may not report all issues and materiality definition is vague)
- Audited financial statements.

Annual reports are quite large documents with a full load of information. Investors and stakeholders can not trust all information and disclosure prima facie. hence they need to understand the structure of annual reports, what section contains what kind of information.

Users need a logical approach in getting around with the annual report, in this course, we will teach you that approach with practical example and follow along the process.

We used APPLE inc as a case study and South West airlines as an example.

Take this course and let us know if you have any other idea and suggestion to add here

What you will learn?

• structure of annual reports

• stock exchange regulatory requirements

• how to read annual reports

• how to analyse annual reports

• what information is found and what is usually missing from reports and where to find missing information

• using analysis techniques to understand what company is hiding

• financial statement analysis of APPLE and Southwest airlines

• investors
• financial statements analysts

• computer and english language

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Reed courses certificate of completion

Digital certificate - Included