Skip to main content

IPLUSO 22291

Management and Financial Analysis of Investments

Business Management and E-Commerce
  • ApresentaçãoPresentation
    This UC aims to provide the necessary skills for understanding concepts and modeling investment projects in business, with regard to techniques for their construction, evaluation criteria, risk analysis and conclusions.
  • ProgramaProgramme
    P1 - Investment and investment project concepts P2 - Understanding where and by whom investments are made * Understanding the country's economic activities. P3 - Economic concepts * GVA (Gross Value Added) * Productivity * GDP * Efficiency * Opportunity Cost P4 - Understanding the reasons for investing * Problem-solving; Meeting needs; Opportunities * Business plan P5 - Investment case study * Understanding investment preparation studies * Constructing financial tables for investment analysis; * Understanding CVR analysis P6 - Investment evaluation methodology, application to the case study * Concepts of: o Profitability; o Cash Flow; o Discounting; o NPV; IRR; Payback; BCR P7 - Financing the investment and analyzing its cost * Concepts of Equity and Debt Capital * Cost of capital * Payment schedule P8 - Risks and future developments * Financing effects * Risks arising from uncertainty in key investment variables P9 - Evaluation report * Example
  • ObjectivosObjectives
    This CU aims to develop the student knowledge, skills and competences that are listed: 1. Know how to explain concepts of investment analysis; 2. Know how to make a business plan; 3. Describe a business model; 4. Describe sources of financing; 5. Know how to analyses the economic and financial situation of a company; 6. Know how to evaluate investment projects.
  • BibliografiaBibliography
    Duarte, C. e Esperança, J.P. (2014). Empreendedorismo e Planeamento Financeiro. 2ª edição. Edições Sílabo. Menezes, H.C. (1999). Princípios de Gestão Financeira. 7ª edição, Lisboa, Editorial Presença, Mota, A. G. & Custódio, C. (2012). Finanças da Empresa. 7.ª Edição, Bnomics Soares, J.O., Fernandes, A.V., Março, A.A. e Marques, J.P.P. (1999). Avaliação de Projectos de Investimento na Óptica Empresarial. Edições sílabo. Soares, I., Moreira, J., Pinho, C. e Couto, J. (2020). Decisões de Investimento – Análise Financeira de Projectos. 4ª edição. Rdições Sílabo.
  • MetodologiaMethodology
    Expositional Methodology and Self-study Methodology: Knowledge acquisition will be measured through a test. Participative Methodology and Active Methodology: Skill development will be assessed through team work, and consists of a presentation and discussion of a case study. The weighting coefficients in the calculation of the final mark will be as follows: 2 Test - 50%; monograph- 40%; Attendance, participation  and attitudes - 10%. Grades: 1. Attendance is an integral part of continuous assessment in this CU. 2. Students who have a final grade of 10 or higher (minimum of 8 in each) in the continuous evaluation elements indicated above will be approved.     3. If they are not approved, they will have to take an examination test.
  • LínguaLanguage
    Português
  • TipoType
    Semestral
  • ECTS
    4
  • NaturezaNature
    Mandatory
  • EstágioInternship
    Não