投資管理 第八章
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8.4
: :4980D001 4980L027 4980L078 4980L079 8.1
8.1.1 -
8.1 () ()()() 1.2.(GDP) 3.8-1
8.1.2 (Top-Down Approach ) 8-2(Bottom-Up Approach)
8-2
(LED)8.2.1 (GDP)
459(CheckPoint)383223178-2
8-2
8-3
8-31954128.2.2 27
3~58-48-4
8.2.3
8-3
8.2.4 (Misery Index)Misery Index (WPI)(CPI)
8.2.5
8.2.6 25M1aM1bM2M1b M1a M1b M1a M2 M1b (quasi-money)
8-4
1989~19907.75%1200020002001~20031.375%30008-5 1987~19892000120002008940008000
8.2.7 50%50%50%
(SMIT, Supply Management Institute, Taiwan)2011(Taiwan PMI-Manufacturing)
8-6 M1bM2 19861997 1999 2001 2007(2)2009(3)M1b M219891994 1998 20002007(12)M1bM2
8.3
1990
200220108.4 (Intrinsic Value)
8.4.1 (IFRS)IFRSIFRS2013IFRS2012IFRS
2015IFRS2013
IFRS
(Non-Current Assets)
(Non-Current Liabilities)
(Non-controlling Interest)
(Comprehensive Income Statement)
(Flow)
(Cash Flow)(Out Flow)(In Flow)(Indirect Method)(Direct Method)(Investing Activities)(Financing Activities)8.4.2
8.4.3
(Event Study)
31
2008613(2008415)2007121811.2520084925.452008122(2008113)200861318.95200872330
8-1(8-5)(8-6)2011
END