The webinar is delivered by Ms. Mona A. Alblehed. CFA, the investment manager of Rokayah Investment. She started the lecture by explaining the first step in choosing the target company for the portfolio, which is analyzing the macroeconomic, then move to the chosen company whether the company fits overall existing portfolio. Ms. Mona also gave the quick guide in analyzing the company, such as analyze the financial statements using the ratios, compare it to the peers, find the revenues and costs drivers, and find the analyst recommendations for buying, holding or selling the stock. She demonstrated how to do all the analysis and data retrieved from the Bloomberg platform. The last part of the lecture was to analyze the company applying the DCF, DDM and Peer analysis methods. The lecture is very important and fruitful for both students to work on their projects and to get ready for the real-world job. It has been suggested to have more focused workshop on this area with Ms. Mona, such as financial modelling.  

Organized By: FIN470 Instructors – Event Planned by Dr. Priyanka Aggarwal
Date: 1st November 2020
Presenter: Ms. Mona A. Alblehed, CFA, Investment Manager – Rokayah Investments, PSU alumnus with Bachelor of Science in Finance, AY 2008-2013 
No. of Participants: 50 students registered in FIN470 and CFA Research Challenge Participants