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Title:Primerjava uspešnosti uporabe tehnične in fundamentalne analize pri napovedovanju gibanja indeksa Dow Jones Industrial Average
Authors:ID Miuc, Tomi (Author)
ID Strašek, Sebastjan (Mentor) More about this mentor... New window
Files:.pdf UN_Miuc_Tomi_2017.pdf (1,18 MB)
MD5: FB5C2A86488CF77CEC0C0DD0B6F48397
PID: 20.500.12556/dkum/5e8a5cf8-d85e-46c3-a62f-ad6b1b08a2b4
 
Language:Slovenian
Work type:Diploma project paper
Typology:2.11 - Undergraduate Thesis
Organization:EPF - Faculty of Business and Economics
Abstract:V diplomskem projetku ugotavljamo uporabnost fundamentalne in tehnične analize na delniških indeksih. Investitorji si želijo vse bolj razumeti, katera metoda je primernejša za odločanje o investicijah. Tako smo v delu prikazali primerjavo obeh analiz za napovedovanje gibanja vrednosti. V diplomskem projetku je predstavljen in opredeljen princip analiziranja na oba omenjena načina. Prvi, tehnični princip, temelji na ugotavljanju reakcije cen na grafikonih. Drugi, fundamentalni pristop, omogoči vpogled v notranjo vrednost indeksa, ki jo primerja z njegovo tržno vrednostjo. V delu smo ugotovili, da velik vpliv pri pravilnem ocenjevanju gibanja vrednosti igra trenutni usmerjen primarni trend gibanja. Tehnična analiza v delu se je pri napovedanju vrednosti izkazala kot primernejša. Med njima je prišlo do manjših vrednostnih razlik. Ugotovili smo, da je fundamentalna analiza obsežnejša kot tehnična analiza in ima rok učinkovitosti v daljšem obdobju. Za odločanje posameznika je primerno uporabiti oba tipa analiz. Če pa se investitor odloča samo za en princip, se izkazuje, da je učinkovitost odvisna od dolžine časovnega obdobja.
Keywords:tehnična analiza, fundamentalna analiza, delniški indeks, ugotovitev uspešnosti, primerjava rezultatov
Place of publishing:Maribor
Publisher:[T. Miuc]
Year of publishing:2017
PID:20.500.12556/DKUM-67915 New window
UDC:336.76
COBISS.SI-ID:12899868 New window
NUK URN:URN:SI:UM:DK:XGZXGN2U
Publication date in DKUM:29.11.2017
Views:1312
Downloads:169
Metadata:XML DC-XML DC-RDF
Categories:EPF
:
MIUC, Tomi, 2017, Primerjava uspešnosti uporabe tehnične in fundamentalne analize pri napovedovanju gibanja indeksa Dow Jones Industrial Average [online]. Bachelor’s thesis. Maribor : T. Miuc. [Accessed 10 April 2025]. Retrieved from: https://dk.um.si/IzpisGradiva.php?lang=eng&id=67915
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Licences

License:CC BY-NC-ND 4.0, Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International
Link:http://creativecommons.org/licenses/by-nc-nd/4.0/
Description:The most restrictive Creative Commons license. This only allows people to download and share the work for no commercial gain and for no other purposes.
Licensing start date:03.09.2017

Secondary language

Language:English
Title:Comparing the performance of technical and fundamental analysis in predicting the movement of the Dow Jones Industrial Average index
Abstract:In the thesis we determine the utility of fundamental and technical analysis of equity indices. Investors are increasingly interested in determining which method is more appropriate for decision making in investing. For that reason, we presented the comparison of both mentioned types of analyses in forecasting the movement of the index values. In the thesis we defined both aforementioned types of analyses. The first approach made use of the technical principle and is based on determining the reaction of prices on the charts. The second approach is based on the fundamentals principle and gives an insight into the internal value of the index, then compares it to its market value. We discovered that the correct assesment of the primary trend plays an influence on the value of the indices. The technical analysis proved to be more successful in predicting the value. There were minor differences in the value among both types of analyses. We discovered that the fundamental analysis is more appropriate in the long run compared to the technical analysis. For an investor it is appropriate to use both types of analyzes. If the investor had to choose between them, the thesis showed that their effectiveness depends on the length of the time period.
Keywords:technical analysis, fundamental analysis, equity indices, success rate, comparison of results


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