K-INFO
HU
EN
Login
Subject » BMEVITMM102
Older versions Download TAD (PDF)

Business and Financial Analytics

Üzleti és pénzügyi elemzés
A tantárgyleírás hatályossága
Hatályosság kezdete:
2026. March 21.
Hatályosság vége:
—
Subject name (Hungarian, English)
Üzleti és pénzügyi elemzés
Business and Financial Analytics
Subject code BMEVITMM102
Subject type —
Training Level —
Course types and hours (weekly/semester)
Course type lecture tutorial laboratory
hours (weekly) 3 0 0
type (linked/independent) — — —
Assessment type vizsga
Credits 4
Subject coordinator
Dr. Simon Csaba
position: egyetemi docens
Responsible department
Távközlési és Mesterséges Intelligencia Tanszék
Faculty Villamosmérnöki és Informatikai Kar
Subject website https://elearning.tmit.bme.hu/
Primary curriculum type —
Direct prerequisites – Strong prerequisite none
Direct prerequisites – Weak prerequisite none
Direct prerequisites – Parallel prerequisite none
Direct prerequisites – Milestone prerequisite none
Direct prerequisites – Exclusion none

Objectives

Programme

•    Indicators to define the value and risk of a firm

•    Possibilities to capitalize a firm

•    Scoring of loan requests and loan offers

•    Risk of exchange rates, risk of having debts

o   Case study: investing at high level of debt

 •    Financial behaviour: behaviour of different investors,

•    Features and risk of nonfinancial investments

•    Financial investments, different types of securities, security market, financial market

•    How to define price for securities bascet pricing, prediction of prices

o    Case study: introduction of a firm to a stock exchange

 •   Risk descriptions, risk and yield expectations, risk-reduction, calculation of expected return

 •    Portfolio and security selection based on estimated return

•    security market, return, forecasting return

•    Theory of portfolio, options, selection of portfolio, analysis

o    Case Study: Issuing corporate bonds

 •    Interest-based securities,

•    Government bonds, evaluation of country risk and inflation,

•    Pricing corporate bonds, securities with bascet-pricing

o   Case Study: long term savings for pension age

 •    Predictions of bankruption with financial modells

•    modelling komplex data-intenzive problems

The general goal is to evaluate the value of the firms from outside based on theory, and help the investing decisions based on external evaluation. Special topics are: evaluation of securities based on risk and return, portfolio evaluation. Analyze the frequent cases is business, like direct industrial investment, investment through security market, loan providing to partners. Participants should recognize the unrealistic offers and transactions, an find compromised solutions.

Learning outcomes

Ez a tantárgy a KKK rendeletben meghatározott, következő kompetenciák fejlesztését szolgálja:

Knowledge

No learning outcomes recorded.

Skills

No learning outcomes recorded.

Attitudes

No learning outcomes recorded.

Autonomy and responsibility

No learning outcomes recorded.

Oktatási módszertan

Lecture with interactive opportunities to put questions

Tanulástámogató anyagok

Online források
Literature:; -  ;  Bodie, Kane, Marcus: Investments, Mc Graw Hill 8. edition, 2009.; Literature adviced:; •  ;  T. H. Davenport, J. G. Harris: Competing on Analytics: The New Science of; Winning, Harvard Business Press, 2007; •    A. Kuznetsov, The complete guide to capital markets for; quantitative professionals, McGraw-Hill Professional, 2006; •    E. A. Helfert: Techniques of Financial Analysis: A Guide to; Value Creation, Edition: 11, McGraw-Hill/Irwin, 2003; •    G. T. Friedlob, L. L. F. Schleifer: Essentials of Financial; Analysis, John Wiley and Sons, 2003

Recommended preliminary knowledge for completing the subject

Knowledge type competencies
(azon előzetes ismeretek összessége, amelyek megléte nem kötelező, de a tantárgy eredményes teljesítését nagyban elősegíti)
Basic financial and business knowledge, definitions related to investing and debts
Skill type competencies
(azon előzetes képességek és készségek összessége, amelyek megléte nem kötelező, de a tantárgy eredményes teljesítését nagyban elősegíti)
nincs
Recommended (non-compulsory) preliminary competencies
(azon ajánlott (nem kötelező) előzetesen megszerzendő kompetenciák összessége, amelyek jelentősen hozzájárulnak a tantárgy eredményes teljesítéséhez)
Basic financial and business knowledge, definitions related to investing and debts
General rules
Requirements: a. During the semester: 1 midterm test. b. In examing period: written exam with the possibility of oral extension c. Preliminary exam possibility: none d.  Signature is given at 4 points or over from the maximum 10 points of the midterm. Additional possibilities: The midterm can be re-written during the semester at a given date and time, and at the recup period in a second opportuniy at a given date and tine, but with extra fee.
Assessment methods
In-term assessments

No detailed assessments provided.

Weight of in-term assessments

No weights provided.

Exam-period assessments

No detailed assessments provided.

Weight of exam elements

No weights provided.

Grade calculation

No grade thresholds provided.

Attendance requirements

No attendance requirements provided.

Rules for retake and resubmission

Not provided.

Short description

Not provided.

Detailed description

Not provided.

Recommended courses
 No obligatory preliminary courses are expected. The course is the successor of the course BMEGT35M403. Therefore, those who has got credits on BMEGT35M403, are excluded from the course.    
Workload to complete the subject

No workload breakdown provided.

Validity of subject requirements
Requirements valid from:
—
Requirements valid until:
—
Curriculum placement

No curriculum placements recorded for this subject version.