Convincing Features
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This is assignment #1. In this assignment a group (4-6) students become the financial analyst team in an investment company, which involves financial statement analysis with real information of actual companies.
Your team is employed as investment analysts by a fund management company, which has MYR 10 Million under management. Your team is assigned the task of assessing the financial performance and position of ONE major company (of your choice) which is quoted on the stock exchange. Team objective is to make a recommendation of buy or sell based on the team’s analysis of the company’s performance. You are NOT actually investing in the company.
Therefore, team is required to select any ONE company listed on the main stock exchange in any country (NOTE: exclude banks and insurance companies).
Draft a report for submission to your manager, which will become the basis for an investment decision in your recommended company for an amount of MYR 10,000,000. In addition to this big responsibility, you should keep in mind that your annual bonus as well as future promotions will depend on how well your recommended company performs. This is your only chance to demonstrate your financial analysis skills to top management as a team. Your manager has wished you “Good Luck” and now it is time to deliver!
Draft a report for the investment fund management in the form of an analysis of the financial performance and position of a company that incorporates the following:
(1) Assess the performance of your chosen company on the basis of the annual report and accounts.
(60% of total 30%)
(2) Identify and evaluate sources of corporate financing used by the company.
(10% of total 30%)
(3) Use theories/analysis to support your evaluation in part 1 and 2.
(10% of total 30%)
(4) Overall report presentation
(20% of total 30%)
Your report should contain the following: (Make use of small tables in report)
1. Company profile description including brief background of the company, products or services, position in the industry, and basics – (2 page)
2. Analysis of recent financial statements, financial ratios, horizontal and vertical analysis. Critical analysis of ratios and their trends. Use a competitor and industry benchmark for comparison. Formulae in exhibits only – (6 page)
3. 1-year stock price chart with relevant benchmark. Analyse trend (1 page)
4. Leverage ratios and evaluation of sources of corporate financing used by the company (debt and equity). Include industry and competitor comparison in your analysis. Do you agree with their choice of capital structure? (2 page)
5. Recommendation/Self Reflection: Justify your selection of the company based on results of your analysis. Reflection of your learning (each student)
(1 page)
6. 1 Page Business Fact Sheet & References MUST be attached. (1 page)
7. Write 2 page analysis of US Government Financial Report. (from Canvas)
TOTAL Page Limit: 15 Pages (DO NOT EXCEED) (12 font, 1.15 line spacing)
You can utilize a variety of available sources (internet, newspapers, books, journals) and make reference to them. Example is yahoofinance.com and cnbc.com
NOTE: PRINT YOUR PICTURE ON 1ST OR 2ND PAGE
Note: Do not copy and paste from sources within the report. The report must be written by you. Your critical analysis will be graded heavily in this assignment.
1) Financial Ratio Analysis:
Candidates are expected to evaluate the performance of the selected company. Marks are awarded for calculating relevant financial ratios, particularly the student’s ability to identify problem areas and critically analyze them. Summarizing the past performance horizontally and vertically and suggesting the future likely direction of the company’s performance is also assessed.
(60% marks)
Ratios 20 + Problem identification 20 + Analysis 10 + Forward view 10
2) Identification and evaluation of sources of corporate financing with respect to the overall industry and competitors. Awareness of debt and equity position of the company is assessed. Students should argue for or against the capital structure chosen by the company. Use Leverage ratio analysis here.
(10% marks)
Analysis of leverage situation 5 + Argument 5
3) Usage, application, and synthesis of relevant theory covered in class including demonstrated company research conducted to support student analysis and incorporation of industry benchmarks for performance comparisons.
(10% marks)
Theory reference & relevance 5 + Benchmark comparison 5
4) Overall report presentation, language, grammar, professionalism, flow, format, referencing, and demonstration of decision making/analysis thought process is assessed. This includes Business Fact Sheet & US Financial position analysis.
(20% marks)
Presentation 10 + Decision/thought process 5 +Flow/format 5
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