Bafs compulsory Part: Basics of Personal Financial Management Stock Trading as an Investment




Дата канвертавання22.04.2016
Памер50.84 Kb.


Topic Overview

Topic

BAFS Compulsory Part: Basics of Personal Financial Management – Stock Trading as an Investment

Level

S4

Duration

4 Lessons (40 minutes per lesson)


Learning Objectives:
1) To be aware of the process of share trading;

2) To understand the factors affecting stock prices;

3) To identify the differences between Main Board (MB) and Growth Enterprises Market operated (GEM) by the Hong Kong Stock Exchange; and

4) To understand the concept of Initial Public Offering (IPO) and the listing requirements of MB and GEM.


Overview of Contents:
Lesson 1: Stock trading in Hong Kong and Stock Price (Part I)

Lesson 2: Stock Price (Part II)

Lesson 3: MB and GEM

Lesson 4: Listing requirements of MB and GEM


Resources:


  • Topic Overview and Teaching Plan

  • PowerPoint Presentation

  • Student Worksheet


Suggested Activities:


  • Group Discussion

  • Assignment

  • Quiz




Lesson 1 – Topic Overview

Theme

Stock Trading in Hong Kong and Stock Price (Part I)

Duration

40 minutes


Expected Learning Outcomes:
Upon completion of this lesson, students will be able to:

1) explain the reasons of trading stocks;

2) explain the Stock Trading and Settlement functions of stock exchanges;

3) explain what Hang Seng Index is and state its importance; and

4) identity relationship between the general economic condition and political factors to stock prices.

Teaching Sequence and Time Allocation:

Activities

Reference

Time allotment

Part I: Introduction

  • Open the discussion by asking if any of the students knows why and how people buy/sell stocks.

  • Activity 1: Disadvantages of buying stock

  • Individual basis

  • Answers are to be written down on the activity worksheet provided

  • Students are invited to present their answers

  • Teacher to conclude the activity with the suggested solution

PPT #1-3

PPT #4


3 minutes

3 minutes



Part II: Content







  • Give an overview to the class about the stock trading and settlement system in Hong Kong

  • Introduce the Hang Seng Index

  • Activity 2: Ups and Downs of Hang Seng Index

  • Individual basis

  • Answers are to be written down on the activity worksheet provided

  • Students are invited to present their answers

  • Teacher to conclude the activity with the suggested solution.

  • Explain the importance of Hang Seng Index

  • Explain the meaning of stock price and outline the major factors affecting stock price generally

  • Explain the relationship between the general economic condition and political factors to stock prices




PPT #5-7
PPT #8

PPT #9-10


PPT #11


PPT #12-13
PPT #14-18



10 minutes
3 minutes

5 minutes


3 minutes

5 minutes
5 minutes



Part III: Conclusion

PPT #19-20

3 minutes



Lesson 2 – Topic Overview

Theme

Stock Price (Part II)

Duration

40 minutes


Expected Learning Outcomes:
Upon completion of this lesson, students will be able to:

1) explain the relationships between stock price and the following factors:

- Interest rates

- Industry prospect

- Company performance

- Dividend policy

- Speculation

2) understand whether stock price is predictable? [Extended Learning]


Teaching Sequence and Time Allocation:

Activities

Reference

Time allotment

Part I: Introduction

  • Recap the key points learnt in lesson 1

PPT #21

3 minutes

Part II: Content







  • Individual basis

  • Answers are to be written down on the activity worksheet provided

  • Students are invited to present their answers

  • Teacher to conclude the activity with the suggested solution.

  • Explain to the class how industry prospect affects stock prices

  • Explain to the class how company performance affects stock prices

  • Explain to the class how dividend policy affects stock prices




  • Activity 4:Computation of P/E and payout ratio of HSBC

  • Individual basis

  • Answers are to be written down on the activity worksheet provided

  • Students are invited to present their answers

  • Teacher to conclude the activity with the suggested solution

  • Explain to the class how speculation affects stock price

  • Explain to the class about “Is stock price predictable?” [Extended Learning]

PPT #22-23
PPT #24

PPT #25-27


PPT #28-31
PPT #32-34

PPT #35-36

PPT #37
PPT #38


5minutes
4 minutes

5minutes
5 minutes


5 minutes

4 minutes


4minutes
2 minutes

Part III: Conclusion

  • Conclude lesson by reviewing the key points learned

PPT #39-40

3 minutes



Home Assignment (Lesson 1 and Lesson 2)

The home assignment is to be completed on individual basis.




Lesson 3 – Topic Overview

Theme

Main board (MB) and Growth Enterprise Market (GEM)

Duration

40 minutes


Expected Learning Outcomes:
Upon completion of this lesson, students will be able to:

1) explain the role and functions of the Hong Kong Stock Exchange; and

2) describe the characteristics and types of listed companies of the Main Board (MB) and Growth Enterprise Market (GEM).

Teaching Sequence and Time Allocation:

Activities

Reference

Time allotment

Part I: Introduction

  • Recap the key points learnt in lesson 2

PPT#41

3 minutes

Part II: Content







  • Summarise to the class the nature, roles, ranking, and functions of the Hong Kong Stock Exchange (HKEx)

  • Explain to the class the numbers, characteristics and market capitalization of the MB and GEM

  • Activity 5: Invest in MB or GEM?

  • Students are divided into groups of four to five to complete tasks and make recommendation based on the information available

  • Students are invited to present their answers

  • Teacher to conclude the case with suggested solution

PPT #42–46

PPT #47–58


PPT #59 –61


9 minutes

15 minutes


10 minutes

Part III: Conclusion

  • Conclude the lesson by reviewing the key points learned

PPT #62- 63

3 minutes




Lesson 4 – Topic Overview

Theme

Listing Requirement of MB and GEM

Duration

40 minutes


Expected Learning Outcomes:
Upon completion of this lesson, students will be able to:

1) understand why companies go public;

2) describe listing requirements of the MB and the GEM.

Teaching Sequence and Time Allocation:

Activities

Reference

Time allotment

Part I: Introduction

  • Recap the key points learnt in lesson 3

PPT #64

2 minutes

Part II: Content







  • Referring to Mr. Leung’s story and ask students which channels are available for private limited company to raise fund

  • Briefly explain the meaning of “go public”

  • Explain the listing requirements, no of listed companies and the size of raised fund related to the Main Board

  • Explain the listing requirements, no of listed companies and the size of raised fund related to the Growth Enterprises Market

  • Activity 6: Differences in the Listing Requirements of MB and GEM

  • Students are divided into groups of four to five to complete the students worksheet

  • Students are invited to present their answers

  • Teacher to conclude the case with suggested solution

PPT #65

PPT #66
PPT #67-74


PPT #75-80

PPT #81


2 minutes

3 minutes


10 minutes
10 minutes

10 minutes




Part III: Conclusion

  • Conclude the lesson by reviewing the key points learned

PPT #82

3 minutes



Home Assignment (Lesson 3 and Lesson 4)

The home assignment is to be completed on individual basis.






База данных защищена авторским правом ©shkola.of.by 2016
звярнуцца да адміністрацыі

    Галоўная старонка