Bibliographic citations
Ortega, M., (2019). El análisis fundamentalista en la Bolsa de Valores de Lima para la planificación financiera personal 2017 [Universidad Católica Santo Toribio de Mogrovejo]. http://hdl.handle.net/20.500.12423/7948
Ortega, M., El análisis fundamentalista en la Bolsa de Valores de Lima para la planificación financiera personal 2017 []. PE: Universidad Católica Santo Toribio de Mogrovejo; 2019. http://hdl.handle.net/20.500.12423/7948
@misc{renati/1107037,
title = "El análisis fundamentalista en la Bolsa de Valores de Lima para la planificación financiera personal 2017",
author = "Ortega Llaja, Milagros",
publisher = "Universidad Católica Santo Toribio de Mogrovejo",
year = "2019"
}
Nowadays, personal financial culture is of great relevance today, since with it we can make important decisions about saving, buying goods and education, etc., so it is necessary to be informed for the administration and proper use of monetary resources. The research is applied technology, because it depends on the discoveries and advances of basic research and is enriched with them, but is characterized by its interest in the application, use and practical consequences of knowledge. Applied research seeks to know to do, to act, to build, to modify. Being the level of explanatory research, the population and the sample are formed by the companies listed on the Lima Stock Exchange, the method is theoretical and how technical documentary analysis will be applied. As a hypothesis, it was stated that if the fundamentalist analysis is used in the Lima Stock Exchange, then a better result will be obtained in personal financial planning with respect to the current account and fixed term options. The general objective of the thesis is to determine the impact of the fundamentalist analysis on the Lima Stock Exchange for personal financial planning 2017, and for this the macroeconomic environment of the companies to be chosen was described, a sector analysis of the chosen companies was performed , the business diagnosis of the companies chosen regarding contribution frequencies, stock indexes and risk category according to the fundamentalist analysis was also interpreted, a business analysis was also applied regarding the ratios of the companies assigned to the Stock Exchange of Lima, for this, the result of the investment based on the Fundamentalist Analysis was finally compared with other forms of savings: current account and fixed-term fund, where it is observed that investing in shares in the Lima Stock Exchange is the best alternative It generates much higher profits than investing in fixed-term funds and checking account.
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