Sharixview

Financial Valuation Training for Analysts

Learning to value companies properly takes more than formulas and spreadsheets. Our program runs from September 2025 through March 2026, covering everything from DCF models to comparable analysis.

We work with analysts who want solid foundations in valuation methods. The curriculum focuses on practical application rather than theory alone, and you'll spend considerable time working through real cases from the Thai market.

Financial analysts working on valuation models and analysis techniques

How do I know if this fits my situation?

Start by asking where you are in your career. The questions below help clarify whether our approach matches your current needs and timeline.

1

Before You Commit

What background do you need? Basic finance knowledge helps, but we don't expect CFA credentials. If you understand financial statements and can work in Excel, that covers the essentials. The program runs six months, meeting twice weekly for evening sessions.

2

During the Program

How much time should you set aside? Plan for roughly 12 hours weekly, including class time and assignments. Some weeks demand more when you're working through case studies. We keep groups small so instructors can provide individual feedback on your models.

3

After Completion

What happens when you finish? You'll have a portfolio of valuation work completed during the program. Many graduates use these samples when interviewing or proposing to clients. We provide references for students who show consistent effort throughout the course.

4

Schedule Flexibility

Can you manage work and coursework? Sessions run Tuesday and Thursday evenings from 6:30 to 9:00 PM Bangkok time. If you miss a class, recordings are available within 24 hours. Most students continue working full-time during the program.

5

Technical Requirements

What tools will you use? Excel remains the primary platform. We cover Bloomberg and FactSet basics, but you don't need personal subscriptions. All required data sets are provided through our platform access during enrollment.

6

Ongoing Questions

Who can you ask for help? Instructors hold office hours weekly. Students also join a dedicated discussion group where questions typically get answered within a few hours. Alumni often participate in these discussions as well.

What You'll Actually Learn

The curriculum builds progressively. Each module assumes you've absorbed previous material, so completing work on schedule matters.

Financial Statement Analysis

Weeks 1-4

Before valuing anything, you need to read financials properly. We start with income statements, balance sheets, and cash flow statements from Thai companies. You'll learn to spot red flags and adjust for accounting differences between local and international standards.

Discounted Cash Flow Models

Weeks 5-10

DCF remains the foundation for most valuations. This section covers building models from scratch, forecasting revenues and margins, calculating WACC, and determining terminal values. You'll value three companies during this module, with detailed instructor feedback on each.

Relative Valuation Methods

Weeks 11-16

Sometimes you need quick estimates or market-based comparisons. We examine P/E, EV/EBITDA, and sector-specific multiples. The focus stays on selecting proper comparables and adjusting for differences between companies. Case studies include retail, property, and technology firms.

Specialized Valuation Situations

Weeks 17-22

Real situations get messy. This section addresses companies with negative earnings, cyclical businesses, firms with substantial real estate holdings, and family-controlled entities common in Southeast Asia. You'll also work through scenarios involving mergers and restructuring.

Final Valuation Project

Weeks 23-26

The capstone involves a complete valuation of a publicly traded Thai company. You'll prepare a full report with your recommendation, then present findings to a panel including working analysts. This becomes the centerpiece of your portfolio.

Instructor Thaksin Boonsri specializing in equity valuation

Thaksin Boonsri

Equity Research, 14 years covering Thai industrials

Instructor Adisak Rattana with expertise in financial modeling

Adisak Rattana

Investment Banking, formerly with regional M&A team

Instructor Wichai Srisai teaching corporate finance fundamentals

Wichai Srisai

Corporate Finance, 11 years valuation consulting

Instructor Somchai Petcharat focusing on emerging markets analysis

Somchai Petcharat

Portfolio Management, specializing in ASEAN equities

Who Teaches These Methods?

All instructors currently work in finance or recently transitioned from active roles. Thaksin spent 14 years as a sell-side analyst before joining us in 2024. Adisak worked on dozens of transactions before deciding to teach full-time.

Their real-world experience shows up in course content. When Wichai discusses enterprise value adjustments, he's referencing deals he actually worked on. Somchai brings examples from his portfolio management work, including mistakes he's made and learned from.

Class sizes stay small intentionally. With 12 students per cohort, instructors can review your work individually and catch errors before they become habits. This matters more than you'd think when building models.

  • Each instructor holds weekly office hours beyond scheduled class time
  • Direct feedback provided on all submitted assignments within 48 hours
  • Guest speakers from local brokerages and investment firms appear quarterly
  • Alumni network includes graduates now working across Thai financial sector
  • Curriculum updated annually based on current market practices and student input

The teaching approach emphasizes doing over just watching. You'll spend more time building models than listening to lectures. Mistakes happen during the learning process, and that's exactly when feedback matters most.

Ready to Start Learning Valuation?

The next cohort begins September 15, 2025. Applications open in early June, and we typically fill available spots by mid-July.

Program Duration: September 2025 through March 2026, meeting twice weekly for evening sessions

Cohort Size: Limited to 12 students to maintain quality of individual instruction and feedback

Time Commitment: Approximately 12 hours weekly including class time, assignments, and independent study

Questions about whether this program fits your situation? Contact us and we'll discuss your background and goals honestly. Not everyone needs formal training in valuation, and we'd rather be straightforward than waste your time.

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