2.4 Assessment Details 2.4.1 Report
Weight: 20%
Type of Collaboration: Group
Due: Week 12
Submission: You are required to submit a written report of your Group Project in week 12.
Please submit a hard copy of your written report to teaching academic.
Please e-mail soft copy of your written report and excel calculation files to teaching academic. Format: A brief introduction about the company, including its history, main product(s), gross sales, net income, stock price movements, dividend payments, debt and equity structure and the number of shares outstanding, etc. When you report the numbers, make sure you include several years’ data to see whether there is a trend. Some graphs may be helpful. Your analysis will include a valuation based on the present value of a projection of the firm’s future free cash flows. The projected free cash flows will be generated from a pro forma model of the firm’s financial statements. The pro forma financial statements will be driven by sales projections which may be forecast based on some consideration of relevant factors. The valuation must also include a sensitivity analysis. Your recommendation must be supported by your analysis. Length: 2000 words Curriculum Mode: Report
Overview The objectives of the online quizzes are:
– To encourage students to study consistently throughout the semester. This assessment in its entirety will be used to measure CLO 1 (Written). GROUP PROJECT Company Analysis Assumethatyouareananalystandhavebeenapproachedbyagroupofinvestorstoadvisethemonaninvestmentin a particular company. They want you to analyze the data you collect and make recommendations as to the potential return on their investment. Your clients need a written report.
Groups should select one company listed on the ASX and collect publicly available information and conduct an analysis of the firm’s ordinary shares in order to provide a buy, hold or sell recommendation for a long term investor based on analysis. To complete your company analysis Research the company. Start with the company’s most recent annual reports. You can get a lot of information online at websites.Most libraries also have some publications that you can use. Your research should also include the industry in which the company operates, including its main competitors. Analyze the financial/accounting data and the other information you gathered.
Make a recommendation based on your research and analysis. Your analysis must support your recommendation. This is the most important part of the project.
Marking Criteria:
5
The entire score for this CLO will provide the measurement for CLO 1 (Written) A brief introduction about the company,including its history, main product(s), gross sales, net income,stock price movements, dividend payments, debt and equity structure and the number of shares outstanding, etc. When you report the numbers, make sure you include several years’data to see whether there is a trend. Some graphs may be helpful. (5 marks) Your analysis will include a valuation based on the present value of a projection of the firm’s future free cash flows. The projected free cash flows will be generated from a pro forma model of the firm’s financial statements. The pro forma financial statements will be driven by sales projections which may be forecast based on some consideration of relevant factors. The valuation must also include a sensitivity analysis. (12 marks) Your recommendation must be supported by your analysis. (3 marks)
6
