Code: | IMAS1006 | ||||||||||||||||||||||||||
Acronym: | IP | ||||||||||||||||||||||||||
Section/Department: | Department of Economics and Management | ||||||||||||||||||||||||||
Semester/Trimester: | 1st Semester | ||||||||||||||||||||||||||
Courses: |
|
||||||||||||||||||||||||||
Teaching weeks: | 15 | ||||||||||||||||||||||||||
Weekly workload: |
|
||||||||||||||||||||||||||
Head: |
Agostinho Manuel de Inácio Bucha |
||||||||||||||||||||||||||
Lectures: |
Agostinho Manuel de Inácio Bucha Rui Carlos Marques Alves |
English
Students will be able on the successful completion of this course to:
- Identify the different types of investment;
- Know and inter-relate the steps of a project development;
- Develop and analyse a project;
- Adapt the financing process to the investment features;
- Have mastered the basic instruments for analysis for projects of sensitivity and risk.
Syllabus:
I) Introduction
1.1. Concept of Project
1.2. Life Circle
1.3. Development Steps
II) Project Development
2.1. Market research
2.2. Location
2.3. Dimension (capacity)
III) Planning
3.1. Investment
3.2. Exploitation
3.3. Financing
IV) Viability Analysis
4.1. Economical
4.2. Financing
4.3. Social
4.4. Environmental
V) Capital Decisions
5.1. Investment Choice
5.2. Risk Management
VI) Selection / Settling / Control
To make and analyse an investment project
Teaching Methodologies:
Theoretical Classes: Exposition method to introduce the different concepts and participation method to
understand how to do it;
Practical Classes: Learning methodology through exercises and group work
To provide a wide understanding of the changes of an enterprise/organization production capacity and to allow a balance of the favourable and unfavourable impacts of investment projects.
•Continuous Evaluation: Test (50%) + Work / Investment Project (50%)
- Final Evaluation: Test (100%)
• Damodaran, Aswaht (2001), Corporate Finance: Theory and Practice, New York: John Wiley & Sons;
• Holmes, Phil, Investment Appraisal, (1998), London: International Thomson Business Press;
• Jordan, Bradford; Westerfield, Randolph; Ross, Stephen (2005), Fundamentals of Corporate Finance, Boston: McGraw-Hill;
Sites in Internet
• “Damodoran Online”, in ” http://pages.stern.nyu.edu/~adamodar/ ”, by Damodaran, A., Stern School of Business, New York;
• European Comission – Directorate Generale for Enterprise and Industry – Financing SMEs entrepreneurs & Innovators (2005), How to deal with the rating culture – A pratical guide to loan financing for small and medium – sized enterprises, Bruxelles, prepared by: European Comission – Directorate Generale for Enterprise and Industry;
• “ http://europa.eu.int/comm/enterprise/entrepreneurship/financing/index_eu.htm“;
• Hurdling Risk” in “ http://wwww.cio.com/archive/enterprise/061598_checks.html ” by Douglas Hubbard;
• “Investiment in Human Capital Through Post-Compulsory Education and Training: Selected Efficiency and Equity Aspects” by Blondal, S., Field, S., Girouard, N., em
• http://appli1.oecd.org/olis/2002doc.nsf/linkto/eco-wkp(2002)19/$FILE/JT00129531.PDF;
|