How to read & evaluate annual reports of listed companies

——   Created by Hotel Management School

Learn to read, analyze annual reports, 10K reports, annual Information forms, & management discussion analysis.

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Course
15
Lessons
2h 33m
Lesson time
all
Skill levels
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More about this course

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 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 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

15 Lessons

0:03:56
Introduction to annual reports
free preview
0:12:27
Annual report information requirements from stock exchanges
free preview
0:05:54
Sample of annual reports
0:04:43
How to download reports
0:04:45
How to download reports from company websites
0:02:29
Overview of annual report downloaded in previous video
0:12:35
Explaining structure of 10k and annual reports
0:09:21
Key steps in getting around with annual reports
0:17:14
Step one: understanding company and its business
0:15:52
Step one: understanding risks related to company
0:07:51
Step two: understanding market news and development to understand risks
0:16:29
Step three: reading management discussion and anlysis
0:17:57
Step four: using vertical analysis and horizontal analysis to identify area of concern
0:18:03
Completed example of southwest airlines
0:04:06
Final video on presentation and assignment
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Class benefits

  • Certificate of Completion
  • 14 day free trial
  • 24/7 streaming access
  • Teacher Q&A
  • 2h 33m of on-demand video
  • 6 downloadable files
  • Have a coupon?

About the instructor

Hotel management school was established a year ago by young and professional hoteliers having a combined experience of over 20 years. 

Instructors have worked in prestigious hotel chains such as Shangri-La, Intercontinental in finance, operations, sales & marketing at director levels.

Classes were taught first in physical environment to test contents and take feedback …

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