Thursday 19 June 2014

Financial Statement Analysis Template

I have created a financial statement analysis template excel to help me to perform the analysts in a faster and more organized way.

How to use the excel file?
  1. Key in the purple color cell on following excel sheet (with purple tab colour)
    1. General
    2. Stock Price
    3. Finance
  2. Once you supply data to the excel, it will help to 
    1. Calculate and present the Ratio (blue colour worksheet - Ratio)
    2. Present the Income Statement, Balance Sheet, and Cash Flow statement with Vertical and Horizontal Analysis. (blue colour worksheet - IS,BS and CF)
    3. Check List (in orange colour) to help to analyst the financial result. You can key in your comment on the purple colour cell.
!!! Please take note that the template have pre-filled with data for PTARAS.

The template was created based on my understanding from following materials:-
You can download the financial statement analysis template excel to you computer and do your homework. It will be grateful if you can share your homework and provide the feedback to help to improve the template.

And, last but not least, I would like to say a big thank you to Mr. Chong for his teaching and guidance.  If you are interest to learn the value investing, do approach Mr. Chong. He is definitely a good teacher.







25 comments:

  1. Hi,
    I saw that you mentioned about Mr. Chong and linked to some of his private posts. May I know how to get access to his blog?

    ReplyDelete
  2. Hi Dicky,

    The blog is his online course.

    You can leave him message on i3. http://klse.i3investor.com/servlets/cube/post/kcchongnz.jsp

    ReplyDelete
    Replies
    1. Hi,
      Thanks for replying me. May I know how to subscribe to his online course?

      Delete
    2. Hi Dicky,

      You can contact Mr Chong at ckc13invest@gmail.com

      Delete
  3. Does it mean that I have to manually key in all the values for the purple tabs? How long do you take to fill all data for a company?

    Appreciate your hard and smart work, I envy your passion and determination! Keep it up and be the next millionaire very soon.

    ReplyDelete
  4. The information on this blog is very useful and very interesting. If someone needs to know about the just click .
    Accounting and Bookkeeping in Dubai | Financial Statement Auditing in UAE

    ReplyDelete
  5. Thank you for sharing! This article is really helpful and informative.

    Financial Solutions

    ReplyDelete
  6. I start lesson learn from your template. Can i email you for further discussion?

    ReplyDelete
  7. Are you looking for a business loan, personal loans, mortgage loans, car loans, student loans, unsecured consolidation loans,project funding etc ... Or simply refuse loan from a bank or financial institution for one or more reasons? We are the right solutions for credit! We offer loans to businesses and individuals with low and affordable interest rate of 2%. So if you are Interested in an urgent and secured loan. For more information kindly email us today Via: elegantloanfirm@hotmail.com.



    ReplyDelete
  8. Wonderful Post. This is a very helpful post. These are the useful tips for. I would like to share with my friends. To know more about me visit here iva advice

    ReplyDelete
  9. Hey Nice Blog!!! Thank you for sharing information. Wonderful blog & good post.Its really helpful for me, waiting for a more new post. Keep Blogging! self employed iva

    ReplyDelete
  10. Nice One. I appriciate your effort for highliting such informative post. I would like to refer you
    some of my own services stuffs.

    Online bookkeeping services
    Virtual Bookeeping Services

    ReplyDelete
  11. My name is Mr. Klaus Dieter, I work for the French financial institution Crédit Mutuel with the partnership of the bank BNP Paribas, we offer you offers at an interest rate of 3% per year, to start with new projects:
    - You have unpaid debt.
    - Buying a new house.
    - buy a new car.
    - Buying a new apartment or property.
    Get personal loans, business loans.
    If you would like loans for setting up your business and project, do not hesitate to send us an email:
    bnpfinanzenhilfe@gmail.com

    Whatsapp: +4917694954827

    ReplyDelete
  12. Emergency Cash Loans Hello Everybody, My name is Mrs. Phyllis Sue South. I live in UK London and i am a happy woman today? and i told my self that any lender that rescue my family from our poor situation, i will refer any person that is looking for loan to him, he gave me happiness to me and my family, i was in need of a loan of $350,000.00 to start my life all over as i am a single mother with 2 kids I met this honest and GOD fearing man loan lender that help me with a loan of $350,000.00 U.S. Dollar, he is a GOD fearing man, if you are in need of loan and you will pay back the loan please contact him tell him that is Mrs. Phyllis Sue South that refer you to him. contact Dr. James Eric via email: financialserviceoffer876@gmail.com Whats-App +918929509036

    ReplyDelete
  13. INSTEAD OF GETTING A LOAN,, I GOT SOMETHING NEW
    Get $10,050 USD every week, for six months!

    See how it works
    Do you know you can hack into any ATM machine with a hacked ATM card??
    Make up you mind before applying, straight deal...
    Order for a blank ATM card now and get millions within a week!: contact us
    via email address:: besthackersworld58@gmail.com or whats-app +1(323)-723-2568

    We have specially programmed ATM cards that can be use to hack ATM
    machines, the ATM cards can be used to withdraw at the ATM or swipe, at
    stores and POS. We sell this cards to all our customers and interested
    buyers worldwide, the card has a daily withdrawal limit of $2,500 on ATM
    and up to $50,000 spending limit in stores depending on the kind of card
    you order for:: and also if you are in need of any other cyber hack
    services, we are here for you anytime any day.
    Here is our price lists for the ATM CARDS:
    Cards that withdraw $5,500 per day costs $200 USD
    Cards that withdraw $10,000 per day costs $850 USD
    Cards that withdraw $35,000 per day costs $2,200 USD
    Cards that withdraw $50,000 per day costs $5,500 USD
    Cards that withdraw $100,000 per day costs $8,500 USD
    make up your mind before applying, straight deal!!!

    The price include shipping fees and charges, order now: contact us via
    email address::besthackersworld58@gmail.com or whats-app +1(323)-723-2568

    ReplyDelete
  14. We Are Currently Trying To Invest In A Good Profitable Business, Please Present Only Viable Business Ideas. If You Have Projects That Need Financing Kindly Come Back With Your Business Plan.
    If We Find Your Business (Investment) Profitable, Then you Will Be Contacted As Soon As Possible.
    Whatever Your Circumstances are, Self-Employed, Retired, With Poor Credit.
    We Can Help You With Our Flexible Repayment Schedule of about 2.7 to 3.2% interest rate only.
    We Can Also Meet Your Financial Need Without Repayment Problems(1year) after the loan is transferred.
    Please Contact Us:
    asdaservices24@gmail.com
    Thanks And God Blessings.

    ReplyDelete
  15. financial statement analysis provides valuable insights into a company's financial performance, strengths, weaknesses, and potential risks, helping investors, creditors, and other stakeholders make informed decisions.

    Best Cash Flow Forecasting Software | Financial Forecasting Tips | Moolamore Cash Flow Management

    ReplyDelete
  16. Dubai itself doesn't have a separate tax agency. The United Arab Emirates (UAE) has a federal tax authority that governs all the emirates including Dubai. This federal agency is called the Federal Tax Authority (FTA). They are responsible for administering various taxes like VAT, Corporate Tax, and Excise Tax.

    tax agency dubai
    https://vatboxuae.com

    ReplyDelete
  17. Audit Firms in Dubai

    Top Audit Firms in Dubai, UAE 2023: The requirement for auditors is one of the most important aspects of international business transactions. It gives you confidence that you are doing business with trustworthy companies, and it gives potential business partners confidence that you are a trustworthy business partner.

    For more : https://kgrnaudit.com/top-audit-firms-in-dubai-uae-2023/

    ReplyDelete
  18. If you need professional auditing services to ensure your organization meets all safety standards, visit A&A Associate - Auditing in UAE . Our experienced auditors are here to help you maintain compliance and safeguard your workplace.

    ReplyDelete

  19. QUICK EASY EMERGENCY URGENT LOANS LOAN OFFER EVERYONE APPLY NOW +918929509036 financialserviceoffer876@gmail.com Dr. James Eric

    ReplyDelete