Fundamental analys




Fundamental analys (FA) kallas aktieanalys som utifrån ett bolags redovisade vinst, omsättning, kassaflöde med mera försöker att prognosticera dess framtida utveckling.[1] Att genomföra en fundamental analys innebär i princip att en företagsvärdering i någon form genomförs, eventuellt en mycket förenklad sådan med enkla nyckeltal. Detta skiljer fundamental analys från teknisk analys där man försöker att förutse den framtida utvecklingen av aktiekurser genom studier av trender i aktiehandeln och gruppbeteenden hos investerarna.


Fundamental analys speglar inte aktiemarknadens förväntningar på aktiekurserna utan utgår från bolagets bedömda ekonomiska prestation. Den fundamentala analysen inleds med strategisk analys, redovisningsanalys och finansiell analys. FA visar sig först efter något halvår eller senare i kurserna, därav handlas inte aktier med grund i FA på kort sikt.[2] Fundamental analys brukar därför anses ge en bättre vägledning på längre placeringshorisonter.[3]



Nyckeltal |


Ett antal nyckeltal används flitigt i fundamental analys, till exempel




  • P/E-tal


  • P/S-tal



Se även |


Teknisk analys



Källor |




  1. ^ Eriksson Cordeschi, Danilo and Sävås, Niklas. ”Analysmetoden value investing : ett stöd för aktieinvesterare att nå en riskjusterad överavkastning på börsen”. http://urn.kb.se/resolve?urn=urn:nbn:se:slu:epsilon-s-441. 


  2. ^ ”Fundamental och teknisk analys 101 – Mina Affärer” (på en). www.minaaffarer.se. Arkiverad från originalet den 26 oktober 2017. https://web.archive.org/web/20171026054446/http://www.minaaffarer.se/aktier/fundamenta-eller-teknisk-analys/. Läst 25 oktober 2017. 


  3. ^ Henrik Nilsson, Anders Isaksson, Teppo Martikainen (2002). Företagsvärdering - med fundamental analys 




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