Learning Objective

Technique or approach in analyzing

data
The factor that should be considered
by investor

Introduction
Theta Edge Berhad provided the

service of information
communication technology (ICT).
Theta Edge Berhad subsidiaries (LPI)
at Philippines.
The financial performance of Theta
Edge Berhad was fluctuated.

THETA EDGE BERHAD

You are an investor and considering
THETA for your investment portfolio. How
would you analyze THETA and what are
the factors you would consider in making
your decision?

Technique
/ approach
in
analyzing
data

Comparativ
e Financial
Statements

Trend
Analysis

COMPARATIVE FINANCIAL STATEMENT

Theta Edge
Berhad

Mesiniaga
500%

2500%

400%

2000%

300%

1500%

200%
100%
0%

1000%
500%

-100%

0%

-200%

-500%

TREND ANALYSIS
2500%
2000%
1500%
1000%
500%
0%
-500%

FACTOR TO BE CONSIDERED WHETHER TO INVEST OR NOT

MARKET
ANALYSIS

FINANCIAL POSITION
PERFORMANCE

EVALUATE THE
DEGREE OF RISK OF
THE COMPANY

Target
up or down of the
Find out about
Market
business in recent
factors that
Market
years?
could
Need
Is it making money
potentially
Competitio
or investing wisely
affect the
n
in its future?
company's
Does the balance
performance
sheet show that it has
and its future
enough assets to
growth
cover any short find out about
term.
future risks by
How does the
reading the
company plan to
management's
repay its debt?
discussion and
analysis in the
annual report.

Recommendation & Conclusion

O Understand the nature of business
O Talk to :
a) CEO- communicate with the CEO will give you invaluable

insights into leaderships vision and ability to execute.

b) Expert - Find someone who knows the industry that
interests you. Ex: consulting a professional investor in the
space.
c) Customer- want to understand from first-hand users
whats to like about the product and what void does it fill.
) Investor needs to obtain as much information as

possible about the business, the industry and the deal.