Download PTU (I.K. Gujral Punjab Technical University Jalandhar (IKGPTU) ) MBA (Master of Business Administration) 2020 March 3rd Sem 76896 Investment Analysis And Portfolio Management Previous Question Paper
Roll No. Total No. of Pages : 02
Total No. of Questions : 17
MBA (2018 Batch) (Sem.?3)
INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Subject Code : MBA 911-18
M.Code : 76896
Time : 3 Hrs. Max. Marks : 60
INSTRUCTIONS TO CANDIDATES :
1. SECTION-A contains EIGHT questions carrying TWO marks each and students
has to attempt ALL questions.
2. SECTION-B consists of FOUR Subsections : Units-I, II, III & IV. Each Subsection
contains TWO questions each carrying EIGHT marks each and student has to
attempt any ONE question from each Subsection.
3. SECTION-C is COMPULSORY and consists of ONE Case Study carrying TWELVE
marks.
SECTION-A
Write briefly :
1. Confidence indicators
2. PE Ratio
3. Systematic risk
4. Portfolio construction
5. Security Market line
6. Marked to the Market concept
7. Factors influencing option premium
8. Figure Charting
SECTION-B
UNIT-I
9. Narrate the objectives of Investment Management. How the investment opportunities are
identified?
10. Who are the participants in the secondary market? Explain in details with examples the
trading and settlement mechanisms.
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1 | M-76896 (S32)-1538
Roll No. Total No. of Pages : 02
Total No. of Questions : 17
MBA (2018 Batch) (Sem.?3)
INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Subject Code : MBA 911-18
M.Code : 76896
Time : 3 Hrs. Max. Marks : 60
INSTRUCTIONS TO CANDIDATES :
1. SECTION-A contains EIGHT questions carrying TWO marks each and students
has to attempt ALL questions.
2. SECTION-B consists of FOUR Subsections : Units-I, II, III & IV. Each Subsection
contains TWO questions each carrying EIGHT marks each and student has to
attempt any ONE question from each Subsection.
3. SECTION-C is COMPULSORY and consists of ONE Case Study carrying TWELVE
marks.
SECTION-A
Write briefly :
1. Confidence indicators
2. PE Ratio
3. Systematic risk
4. Portfolio construction
5. Security Market line
6. Marked to the Market concept
7. Factors influencing option premium
8. Figure Charting
SECTION-B
UNIT-I
9. Narrate the objectives of Investment Management. How the investment opportunities are
identified?
10. Who are the participants in the secondary market? Explain in details with examples the
trading and settlement mechanisms.
2 | M-76896 (S32)-1538
UNIT-II
11. What is Fundamental Analysis all about? How the various environment factors influence
the investment valuation?
12. What is the concept of intrinsic value? Explain the process of conducting Industry
analysis and Company Analysis.
UNIT-III
13. What is portfolio Analysis? What are the effects of combining securities in portfolio
analysis?
14. What is Dow Theory all about? Critically appraise the Dow Theory.
UNIT-IV
15. What is the rationale behind Capital Asset pricing Model (CAPM)? What are the basic
assumptions of CAPM? Why in the perfect world of the CAPM, the financing decision
and investment decision are separate?
16. What do you understand by a derivative contract? What are its different types? Explain
with examples.
SECTION-C
17. Case Study :
Kapil Shah (Kapil) had started investing in the share market in his mid-twenties and had
seen some ups and downs over a decade. Kapil then decided to overhaul all his existing
stock positions on the increasing prospects of the Narendra Modi led National
Democratic Alliance coming to power in India in May 2014. On the election results
day - May 16, 2014 - he bought ten stocks to ride the possible development wave agenda
of the new government. However, by the end of February 12, 2016, his portfolio had
generated a return of only 1.96%. Things became tough for Kapil as repayment for a loan
fell due on August 22, 2016. Kapil wanted someone?s help to ensure he generated good
returns from his portfolio so that he could repay the loan by liquidating a part or even his
complete stock portfolio. For this, he contacted Dhaval P Vyas Investment Research, one
of the leading financial consultancy firms in India. Based on Kapil?s profile, Dhaval P
Vyas suggested that Kapil drop six underperforming stocks and purchase six stocks
which he expected would perform better in the future.
Question :
What should Kapil do now?
NOTE : Disclosure of Identity by writing Mobile No. or Making of passing request on any
page of Answer Sheet will lead to UMC against the Student.
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This post was last modified on 22 March 2020