| 國立清華大學計量財務金融學系 | 教授 |
| 美國德州大學阿靈頓分校財務管理 | 博士 |
| 【教學】 | 財務管理、財務決策分析、企業及管理論壇、資產抵押融資 |
| 【專長】 | 金融資產證券化、住宅抵押貸款衍生性金融商品 |
| 【網站】 | https://rebrand.ly/CaryLin |
| https://reurl.cc/04MEvb |
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課程試聽
林哲群 教授
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課程大綱
哲群教授的教學風格條理分明又不失風趣，並在課程設計上採取循序漸進的方式。由最基礎的財務報表、比率分析開始，讓學生學到最實用的財務知識，進而引領學生利用所學的觀念，了解公司的內部治理與投資決策...
課程說明
Course Description
哲群教授的教學風格條理分明又不失風趣，並在課程設計上採取循序漸進的方式。由最基礎的財務報表、比率分析開始，讓學生學到最實用的財務知識，進而引領學生利用所學的觀念，了解公司的內部治理與投資決策，並結合當下時事，培養學生對金融時事的敏感度，將書本上的知識應用於日常生活中。
Professor Lin's teaching style is clear and well-organized, yet infused with a sense of humor. He adopts a step-by-step approach in course design, starting from the fundamentals of financial statemen and ratio analysis, enabling students to acquire the most practical financial knowledge. Building on this foundation, he guides students to apply the learned concepts to understand corporate governance and investment decision-making.
Moreover, by integrating current events into his teaching, Professor Che-Chun cultivates students' sensitivity to financial news, encouraging them to apply textbook knowledge to real-world situations.
Course Description
哲群教授的教學風格條理分明又不失風趣，並在課程設計上採取循序漸進的方式。由最基礎的財務報表、比率分析開始，讓學生學到最實用的財務知識，進而引領學生利用所學的觀念，了解公司的內部治理與投資決策，並結合當下時事，培養學生對金融時事的敏感度，將書本上的知識應用於日常生活中。
Professor Lin's teaching style is clear and well-organized, yet infused with a sense of humor. He adopts a step-by-step approach in course design, starting from the fundamentals of financial statemen and ratio analysis, enabling students to acquire the most practical financial knowledge. Building on this foundation, he guides students to apply the learned concepts to understand corporate governance and investment decision-making.
Moreover, by integrating current events into his teaching, Professor Che-Chun cultivates students' sensitivity to financial news, encouraging them to apply textbook knowledge to real-world situations.
| 第1講 | 財務報表 I |
| Financial Statements I | |
| ♠ | 資產負債表 Balance Sheet |
| 〡 資產、負債、股東權益Assets, Liabilities, Shareholder's Equity〡 庫藏股 Treasury Stock 〡 時事: 彈性面額、備供出售 Current Issues: Flexible Par Value, Available-for-Sale | |
| ♠ | 損益表 Income Statement |
| 〡基本原理與分析Basic Principles and Analysis 〡 時事: 十號公報 Current Issues: Issue No. 10 Announcement〡 現金流量表 Cash Flow Statement 〡 | |
| ♠ | 現金流量表 Cash Flow Statement |
| 〡現金流量恆等式 Cash Flow Identity 〡 現金流量的變化 Changes in Cash Flow 〡 資產負債表、損益表與現金流量表三者間的關係 Relationship between Balance Sheet, Income Statement, and Cash Flow Statement〡 | |
| 第2講 | 財務報表II |
| Financial Statements II | |
| ♠ | 財務比率 Financial Ratios |
| 〡各項財務比率代表的意涵和缺陷 Meaning and Limitations of Various Financial Ratios 〡 | |
| ♠ | 損益兩平分析與風險分析 Break-Even Analysis and Risk Analysis |
| 〡損益兩平的計算和分析 Calculation and Analysis of Break-Even Point〡 槓桿程度的意義和計算 Significance and Calculation of Leverage 〡 | |
| 第3講 | 財務規劃及營運資金管理 |
| Financial Planning and Working Capital Management | |
| ♠ | 短期融資和短期財務決策 Short-Term Financing and Short-Term Financial Decisions |
| 〡營運資金管理 Working Capital Management 〡 營業週期和現金週期 Operating Cycle and Cash Cycle 〡 案例探討: 世平興業資產擔保商業本票 Case Study: Shih Ping Industrial Company's Secured Commercial Bills〡 | |
| ♠ | 長期成長和長期財務規劃 Long-Term Growth and Long-Term Financial Planning |
| 〡財務規劃與財務預測模型 Financial Planning and Financial Forecasting Models〡 外部融資與內部成長率 External Financing and Internal Growth Rate 〡 財務政策與成長率 Financial Policy and Growth Rate〡 | |
| 第4講 | 公司評價 |
| Company Valuation | |
| ♠ | 企業價值衡量 Measurement of Enterprise Value |
| 〡自由現金流量 Free Cash Flow 〡 資金調度、資金成本 Funds Allocation, Cost of Capital 〡 企業價值 Enterprise Value 〡 舉例: 中鋼公司價值評價Case Study: China Steel Corporation's Valuation 〡 | |
| ♠ | 評價年輕的成長型公司 Valuation of Young Growth Companies |
| 〡內在評價法Intrinsic Valuation Method 〡 | |
| 第5講 | 投資策略 |
| Investment Strategies | |
| ♠ | 投資策略 Investment Strategies |
| 〡投資準則Investment Criteria 〡 衡量投資計畫的方法Methods of Evaluating Investment Projects 〡 | |
| 第6講 | 企業併購 |
| Corporate Mergers and Acquisitions | |
| ♠ | 〡併購的方式與型態〡併購的動機與併購產生之綜效Methods and Types of Mergers and Acquisitions 〡 併購的動機與併購產生之綜效 Motivations and Synergies of Mergers and Acquisitions 〡 |
| 第7講 | 財務專題 |
| Financial Topics | |
| ♠ | 存託憑證 Depository Receipts |
| 〡 存託憑證交易類別Types, Advantages, and Disadvantages of Depository Receipts and Their Trading Methods 〡 台灣市場案例Taiwan Market Case Studies〡 | |
| ♠ | 減資Capital Reduction |
| 〡減資的分類和影響 Classification and Impact of Capital Reduction 〡 台灣市場案例 Taiwan Market Case Studies 〡 | |
| ♠ | 可轉換公司債 Convertible Bonds |
| 〡可轉換公司債的介紹和套利方式 Introduction and Arbitrage Methods of Convertible Bonds 〡 台灣市場案例 Taiwan Market Case Studies 〡 | |
| 第8講 | 財務專題 |
| Financial Topics II | |
| ♠ | 結構債 Structured Bonds |
| 〡結構債的介紹和商品 Introduction and Features of Structured Bonds 〡 台灣市場案例Taiwan Market Case Studies 〡 | |
| ♠ | 量化寬鬆貨幣政策(QE) Quantitative Easing - QE 〡三次量化寬鬆貨幣政策 Three Rounds of Quantitative Easing 〡 2008年金融海嘯 2008 Financial Crisis 〡 |
指定用書 &先修課程
Text Books & Prerequisite
| ♠ | 財務管理輕鬆上手。國立清華大學出版社。 |
| Financial Management – Easy to Get Started。NTHU Press | |
| https://thup.site.nthu.edu.tw/p/406-1210-115830,r2676.php?Lang=zh-tw | |
| ♠ | 不要求先備專科知識，主旨在學會實用的財務知識與培養對金融時事的敏感度。 |
| No prior specialized knowledge is required,as the course focuses on mastering practical financial knowledge and | |
| cultivating sensitivity to current financial events. | |
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| 林哲群教授書籍著作 | |
Books by Professor Che-Chun Lin |
回頂端- 財務分析financial analysis
- 財務報表Financial Statements
- 資金管理money management
- 投資策略Investment Strategy
- 財務專題Financial topics
