Integrated Bank Analysis and Valuation [electronic resource] : A Practical Guide to the ROIC Methodology /
Chen, Sandy.author.
Leading analyst Sandy Chen provides a thorough guide to the analysis and valuation of banks. Unlike other businesses and institutions, banks have a number of unique characteristics that need to be taken into account when performing a valuation and as such traditional valuation methodologies are unsuitable and more specialized techniques required.
Cover; Half-Title; Title; Copyright; Contents; List of Figures; List of Tables; Preface; Acknowledgements; Glossary of Terms; Introduction: Fundamentals of Bank Analysis and Valuation; 1 Other Approaches to Bank Analysis and Valuation; Operating performance ratios; Regulatory ratios; Example of analysis and valuation in practice: HSBC; 2 ROIC for Banks Methodology; Distinguishing between operating performance and capital leverage; The fundamental link between analysis and valuation: value creation; Some guiding principles; ROIC analysis: a step-by-step guide; Calculating Invested Capital
Calculating Return on Invested Capital (ROIC)ROIC valuation: calculating value-added margin; Aggregative value creation/destruction; Forecasting with ROIC; Making forecasts in practice; Integrating forecasts with valuation; 3 Case Studies; 1. Bank of China; 2. Barclays; 3. Citigroup; 4. Credit Suisse; 6. JP Morgan Chase; 7. Lloyds Banking Group; 8. RBS; 9. Standard Chartered; Index
Includes index.
Leading analyst Sandy Chen provides a thorough guide to the analysis and valuation of banks. Unlike other businesses and institutions, banks have a number of unique characteristics that need to be taken into account when performing a valuation and as such traditional valuation methodologies are unsuitable and more specialized techniques required.
Business enterprises-Finance.
Accounting.
Operations research.
Banks and banking.
Capital market.
Risk management.
Business Finance.
Accounting/Auditing.
Operations Research/Decision Theory.
Banking.
Capital Markets.
Risk Management.