Publicação
The importance of strategic analysis in investment appraisal
| Resumo: | A company’s investment promotes the creation of shareholder value, so an adequate analysis of all factors that may interfere with its viability is relevant. For the evaluation of a given project, financial criteria and non-financial criteria should be used. Here, we highlight the importance of the strategic aspects for the investment decision and the importance of synergies and consistency with the strategic objectives of the company. The strategic analysis of investments is relevant to understand the combined effect with the project sponsor. In this sense, these issues are crucial in investment decisions, which is explained by the risks associated with an inadequate analysis. We also present the main strategic risks and how to minimize them. |
|---|---|
| Autores principais: | Moutinho, Nuno |
| Outros Autores: | Mouta, Helena |
| Assunto: | Strategic analysis Project evaluation Non-financial criteria |
| Ano: | 2018 |
| País: | Portugal |
| Tipo de documento: | artigo |
| Tipo de acesso: | acesso aberto |
| Instituição associada: | Instituto Politécnico de Bragança |
| Idioma: | inglês |
| Origem: | Biblioteca Digital do IPB |
Registos relacionados
article The importance of strategic analysis in investment appraisal
por: Moutinho, Nuno
Publicado em: (2018)
por: Moutinho, Nuno
Publicado em: (2018)
article Non-financial analysis in project appraisal – an empirical study
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Assessment of companies practices concerning the evaluation of R&D investment projects
por: Amaro Pintos, Alexandre
Publicado em: (2009)
por: Amaro Pintos, Alexandre
Publicado em: (2009)
article The role of non-financial aspects in project appraisal –the practice of portuguese firms
por: Moutinho, Nuno
Publicado em: (2010)
por: Moutinho, Nuno
Publicado em: (2010)
article The relative importance of financial and non-financial analysis in project evaluation – evidence from portuguese firms
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Investment projects: evaluation tools and methods
por: Moutinho, Nuno
Publicado em: (2013)
por: Moutinho, Nuno
Publicado em: (2013)
groups Investment projects: evaluation tools and methods
por: Moutinho, Nuno
Publicado em: (2013)
por: Moutinho, Nuno
Publicado em: (2013)
article Project appraisal: a reflection
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Project appraisal: a refection
por: Moutinho, Nuno
Publicado em: (2013)
por: Moutinho, Nuno
Publicado em: (2013)
article Project evaluation: main characteristics
por: Moutinho, Nuno
Publicado em: (2010)
por: Moutinho, Nuno
Publicado em: (2010)
groups Decision-making process in investment projects
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Decision-making process in investment projects
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
groups Project evaluation: main characteristics
por: Moutinho, Nuno
Publicado em: (2010)
por: Moutinho, Nuno
Publicado em: (2010)
article The economic, environmental and strategic value of biomass
por: Carneiro, P.
Publicado em: (2012)
por: Carneiro, P.
Publicado em: (2012)
article Commercial analysis in project appraisal
por: Moutinho, Nuno
Publicado em: (2014)
por: Moutinho, Nuno
Publicado em: (2014)
groups Which project characteristics are important? What are the project success factors?
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Which project characteristics are important? What are the project success factors?
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
edit_note Project investment analysis
por: Mota, António
Publicado em: (2015)
por: Mota, António
Publicado em: (2015)
article An empirical analysis on the effects of investment assessment methods on IS/IT project success
por: Özturan, Meltem
Publicado em: (2021)
por: Özturan, Meltem
Publicado em: (2021)
article Models and methods for information systems project success evaluation - A review and directions for research
por: Varajão, João
Publicado em: (2022)
por: Varajão, João
Publicado em: (2022)
article On the use of multiple financial methods in the evaluation and selection of investment projects
por: Godinho,Pedro Cortesão
Publicado em: (2004)
por: Godinho,Pedro Cortesão
Publicado em: (2004)
school Strategic football management - financial analysis of the "big three" portuguese football clubs with a focus on strategy development and implementation for the financially most robust club
por: Perino, Daniel Sebastian
Publicado em: (2022)
por: Perino, Daniel Sebastian
Publicado em: (2022)
article Information systems project management success
por: Varajão, João
Publicado em: (2021)
por: Varajão, João
Publicado em: (2021)
article Information systems project management success
por: Varajão, João
Publicado em: (2022)
por: Varajão, João
Publicado em: (2022)
article Success management – From theory to practice
por: Varajão, João
Publicado em: (2022)
por: Varajão, João
Publicado em: (2022)
groups Social and environmental impact assessment - theoretical contributions
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article Social and environmental impact assessment: theoretical contributions
por: Moutinho, Nuno
Publicado em: (2011)
por: Moutinho, Nuno
Publicado em: (2011)
article The marketing strategy and implementation of strategic business units: How to choose a methodology of segmentation strategic marketing?
por: Magalhães, Miguel
Publicado em: (2019)
por: Magalhães, Miguel
Publicado em: (2019)
article Public investment project evaluation: case study on municipal solid waste sector in Portugal
por: Teixeira, C.
Publicado em: (2015)
por: Teixeira, C.
Publicado em: (2015)
article Which criteria matter most in the evaluation of venture capital investments?
por: Nunes, José Carlos
Publicado em: (2015)
por: Nunes, José Carlos
Publicado em: (2015)
groups Brand marks analysis : criteria and evaluation components to an analysis tool
por: Raposo, Daniel
Publicado em: (2021)
por: Raposo, Daniel
Publicado em: (2021)
book Brand Marks Analysis. Criteria and Evaluation Components to an Analysis Tool
por: Raposo, Daniel
Publicado em: (2023)
por: Raposo, Daniel
Publicado em: (2023)
draft Strategic performance analysis in the Portuguese financial service industry
por: Gonçalves, Vítor da Conceição
Publicado em: (1997)
por: Gonçalves, Vítor da Conceição
Publicado em: (1997)
school Expanding into digital insurance in Portugal – strategic assessment and business model development: Portuguese market analysis
por: Silva, Simão Pedrosa da
Publicado em: (2026)
por: Silva, Simão Pedrosa da
Publicado em: (2026)
school Application of the real options theory to investment appraisal : the case of a photovoltaic investment
por: Fernandes, Bartolomeu
Publicado em: (2011)
por: Fernandes, Bartolomeu
Publicado em: (2011)
article Perceptual mapping of the association between IT project success and factors promoting strategic alignment
por: Araújo, Marcus Vinícius Medeiros
Publicado em: (2025)
por: Araújo, Marcus Vinícius Medeiros
Publicado em: (2025)
article A decision support process for the selection of sustainable public ICT project investments
por: Rasit Ozdas, Muhammed
Publicado em: (2025)
por: Rasit Ozdas, Muhammed
Publicado em: (2025)
groups Project appraisal: a reflection
por: Moutinho, Nuno
Publicado em: (2013)
por: Moutinho, Nuno
Publicado em: (2013)
groups Spanish society's perceptions about socially responsible investing
por: Escrig-Olmedo, Elena
Publicado em: (2011)
por: Escrig-Olmedo, Elena
Publicado em: (2011)
school IM group: the dispensing system niche market, corporate evaluation and future challenges
por: Bianco, Federico
Publicado em: (2025)
por: Bianco, Federico
Publicado em: (2025)
Registos relacionados
-
article The importance of strategic analysis in investment appraisal
por: Moutinho, Nuno
Publicado em: (2018) -
article Non-financial analysis in project appraisal – an empirical study
por: Moutinho, Nuno
Publicado em: (2011) -
article Assessment of companies practices concerning the evaluation of R&D investment projects
por: Amaro Pintos, Alexandre
Publicado em: (2009) -
article The role of non-financial aspects in project appraisal –the practice of portuguese firms
por: Moutinho, Nuno
Publicado em: (2010) -
article The relative importance of financial and non-financial analysis in project evaluation – evidence from portuguese firms
por: Moutinho, Nuno
Publicado em: (2011)