Course: Investment Project Evaluation

Section outline

Select section Welcome to the course "Investment Project Evaluation"

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Welcome to the course "Investment Project Evaluation"

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Teacher: Jozef Glova, Leoš Šafár
Contact: jozef.glova@tuke.sk, leos.safar@tuke.sk

Dear students,
The subject builds on the methods, reasoning and skills acquired during the bachelor's studies in the field of finance, banking and investing, especially in accounting, statistics and informatics (working with financial mathematics, using functions in MS Excel, etc.). To thoroughly master the principles of capital budgeting, it is necessary to combine work in MS Excel, as well as with specialised statistical software (add-ons) for MS Excel (or other software). After completing the course, the student should:
- be able to process the financial plan of capital investment in the company as well as process its evaluation with possible recommendations,
- be able to create and apply a suitable investment evaluation tool, to understand its advantages and disadvantages,
- understand the attributes of the project implementation environment, related to, for example, taxation, changes in the price level, creation of the level of required profitability or risks applied,
- understand modifications of the designed tool using analytical approaches to take uncertainty conditions into account,
- master the MS Excel environment and its add-ons for processing individual calculations and analyses in capital planning and investment project decision making.
In the subject, students acquire financial reasoning, learn to process and model financial data and make estimates of the development of certain projects and cash flows. The acquired knowledge and skills are necessary for the analysis and processing of data within the company and the preparation of its investment projects, especially in the field of financial management.
Your final grade will consist of three partial quizes, 30, 30 and 40 points throughout the semester.

Thank you for your participation in the course!
- Select activity Syllabus & Learning Outcomes
  
  Syllabus & Learning Outcomes Page
  
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  Mark as done
- Select activity Coffeetalk
  
  Coffeetalk Forum
Select section Topic I.: Capital structure CapEx vs OpEx , Gross vs Net investments

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Topic I.: Capital structure CapEx vs OpEx , Gross vs Net investments
- Select activity Topic I.: Capital structure CapEx vs OpEx , Gross vs Net investments_presentation
  
  Topic I.: Capital structure CapEx vs OpEx , Gross vs Net investments_presentation File
  
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Select section Topic II.: EBITDA & FCF

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Topic II.: EBITDA & FCF
- Select activity Topic II.: EBITDA & FCF_presentation
  
  Topic II.: EBITDA & FCF_presentation File
  
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- Select activity MSFT complete financial statements
  
  MSFT complete financial statements File
  
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  Mark as done
Select section Topic III.: The Basics of Capital Budgeting

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Topic III.: The Basics of Capital Budgeting
- Select activity Topic III.: Capital Budgeting_presentation
  
  Topic III.: Capital Budgeting_presentation File
  
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- Select activity Using formulas and information from the presentati...
  
  Students must
  
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  Using formulas and information from the presentation, calculate and solve the following tasks in the _empty excel sheet:
- Select activity Topic III. Capital Budgeting - worksheet
  
  Topic III. Capital Budgeting - worksheet File
  
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- Select activity Topic III. Capital Budgeting - example
  
  Topic III. Capital Budgeting - example File
  
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- Select activity Below you find your first quiz (30% of your final ...
  
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  Mark as done
  
  Below you find your first quiz (30% of your final grade):
- Select activity Quiz 1: Capital Budgeting
  
  Quiz 1: Capital Budgeting
  
  Opened: Tuesday, 11 April 2023, 9:00 AM
  
  Closed: Tuesday, 11 April 2023, 10:00 AM
  
  Students must
  
  Mark as done
Select section Topic IV.: Net present value, PV Annuity factor, Adjusted NPV, Inflation impact

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Topic IV.: Net present value, PV Annuity factor, Adjusted NPV, Inflation impact
- Select activity Topic IV.: NPV_presentation
  
  Topic IV.: NPV_presentation File
  
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- Select activity Using formulas and information from the presentati...
  
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  Using formulas and information from the presentation, calculate and solve the following tasks in the _empty excel sheet:
- Select activity NPV example_filled
  
  NPV example_filled File
  
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  Mark as done
- Select activity NPV example_empty
  
  NPV example_empty File
  
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  Mark as done
Select section Topic V.: The Internal Rate of Return (IRR), MIRR, flaws & limitations, context

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Topic V.: The Internal Rate of Return (IRR), MIRR, flaws & limitations, context
- Select activity Topic V.: IRR_presentation
  
  Topic V.: IRR_presentation File
  
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- Select activity Using formulas and information from the presentati...
  
  Students must
  
  Mark as done
  
  Using formulas and information from the presentation, calculate and solve the following tasks in the _empty excel sheet:
- Select activity IRR example_filled
  
  IRR example_filled File
  
  Students must
  
  Mark as done
- Select activity IRR example_empty
  
  IRR example_empty File
  
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  Mark as done
Select section Topic VI.: Profitability index, Payback period & Average return (vs ROI)

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Topic VI.: Profitability index, Payback period & Average return (vs ROI)
- Select activity Topic VI.: Payback period, IP & ARR_presentation
  
  Topic VI.: Payback period, IP & ARR_presentation File
  
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- Select activity Using formulas and information from the presentati...
  
  Students must
  
  Mark as done
  
  Using formulas and information from the presentation, calculate and solve the following tasks in the _empty excel sheet:
- Select activity Payback period, IP & ARR example_empty
  
  Payback period, IP & ARR example_empty File
  
  Students must
  
  Mark as done
- Select activity Payback period, IP & ARR example_filled
  
  Payback period, IP & ARR example_filled File
  
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  Mark as done
- Select activity Below you find your second quiz (30% of your final...
  
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  Mark as done
  
  Below you find your second quiz (30% of your final grade):
- Select activity Quiz 2: NPV, PI, IRR, and payback period
  
  Quiz 2: NPV, PI, IRR, and payback period
  
  Opened: Thursday, 6 April 2023, 8:00 AM
  
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- Select activity Short Glossary regarding the quiz 2
  
  Short Glossary regarding the quiz 2 Page
  
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Select section Topic VII.: Cost criteria

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Topic VII.: Cost criteria
- Select activity Topic VII.: Cost Criteria_presentation
  
  Topic VII.: Cost Criteria_presentation File
  
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- Select activity Using formulas and information from the presentati...
  
  Students must
  
  Mark as done
  
  Using formulas and information from the presentation, calculate and solve the following tasks in the _empty excel sheet:
- Select activity Cost criteria example_ empty
  
  Cost criteria example_ empty File
  
  Students must
  
  Mark as done
- Select activity Cost criteria example_filled
  
  Cost criteria example_filled File
  
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  Mark as done
Select section Topic VIII.: Complex excercise - workshop

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Topic VIII.: Complex excercise - workshop
Complete all necessary calculations in .xls file with aim to answer questions stated in each sheet.
For this seminar, also feel free to prepare questions regarding the previous topics.
- Select activity Complex Excercise_empty
  
  Complex Excercise_empty File
  
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Select section Topic IX.: Taxes and Cost of Capital

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Topic IX.: Taxes and Cost of Capital
- Select activity Topic IX.: Taxes and Cost of Capital_presentation & excercises
  
  Topic IX.: Taxes and Cost of Capital_presentation & excercises File
  
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Select section Third quiz - final

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Third quiz - final
- Select activity Below you find your third and final quiz (40% of y...
  
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  Below you find your third and final quiz (40% of your final grade):
- Select activity Final Quiz
  
  Final Quiz
  
  Closed: Thursday, 25 May 2023, 3:30 PM
  
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Select section Course Evalution

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Course Evalution
- Select activity Course Evaluation
  
  Course Evaluation URL
  
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