assign a company listed on the Australian Securities Exchange (ASX) for the assignment.
1) Introduction (maximum 250 words): Contains, in your own words, a concise discussion of: The background of the company; The purpose of the assignment.
2) Trend and cross-sectional financial analysis (maximum 2,000 words): You must use the financial ratios to analyse a company’s five years’ XXXXXXXXXXprofitability, operating efficiency, liquidity, solvency and market performance. You need to analyse whether the changes of a company’s financial position and performance are caused by any external factors such as regulatory changes, increased market competition, changes of consumer preferences, foreign exchange fluctuation or some other relevant events, especially when there are significant changes in performance (hint: you may find this information from director’s report or media reports). Also, remember to take all ratios, where appropriate, to two decimal places (ie ROE 10.75% not 10%) If you are able to find industry averages, compare a company’s financial ratios with the industry average. However, this is not always available data. This is to be presented as a business report so therefore use appropriate sub-headings throughout your report.
3) Conclusion (maximum 500 words): Provide a summary of the issues raised with concluding remarks and recommendations regarding your investment decision.
4) References: Any material used in this assignment must be acknowledged and appropriately referenced. Plagiarism by any student is a serious matter and, if it occurs, it will be dealt with on a case- by-case basis with penalties imposed. Please refer to the Unit Guide for more information on ‘referencing’. The reference list (using Harvard Referencing System) is not included in the total word count and this gives flexibility as to the extent of the research that is necessary to form opinions. Please make sure that you adhere to the total word limit (2,750 words).
NOTE:
1. Can calculate financial ratios.
2. Understand the meaning of each financial ratio.
3. Understand and can use financial ratios to assess a company’s financial performance, financial position, operating efficiency and market performance.
4. You are required to calculate and analyse all relevant ratios for a five-year period.
5. Analyse the changes in the following ratios of the company based on your five-year calculations: 1) profitability 2) operating efficiency 3) liquidity and solvency and 4) market performance.
To enable a comprehensive analysis of your company there will be additional relevant information including, but not limited to, performance of, and existence of competitors and regulatory and/or environmental factors influencing your company/industry. When undertaking your company research, you must utilise current financial press (such as The Age, Financial Review, The Australian, or appropriate relevant on-line business sites*). A minimum of five articles relevant to your company (or industry sector) over the period of analysis must be incorporated into your report to support your discussion. You are encouraged to use more than five to support your discussion where required.
assign a company listed on the Australian Securities Exchange (ASX) for the assignment.
1) Introduction (maximum 250 words): Contains, in your own words, a concise discussion of: The background of the company; The purpose of the assignment.
2) Trend and cross-sectional financial analysis (maximum 2,000 words): You must use the financial ratios to analyse a company’s five years’ XXXXXXXXXXprofitability, operating efficiency, liquidity, solvency and market performance. You need to analyse whether the changes of a company’s financial position and performance are caused by any external factors such as regulatory changes, increased market competition, changes of consumer preferences, foreign exchange fluctuation or some other relevant events, especially when there are significant changes in performance (hint: you may find this information from director’s report or media reports). Also, remember to take all ratios, where appropriate, to two decimal places (ie ROE 10.75% not 10%) If you are able to find industry averages, compare a company’s financial ratios with the industry average. However, this is not always available data. This is to be presented as a business report so therefore use appropriate sub-headings throughout your report.
3) Conclusion (maximum 500 words): Provide a summary of the issues raised with concluding remarks and recommendations regarding your investment decision.
4) References: Any material used in this assignment must be acknowledged and appropriately referenced. Plagiarism by any student is a serious matter and, if it occurs, it will be dealt with on a case- by-case basis with penalties imposed. Please refer to the Unit Guide for more information on ‘referencing’. The reference list (using Harvard Referencing System) is not included in the total word count and this gives flexibility as to the extent of the research that is necessary to form opinions. Please make sure that you adhere to the total word limit (2,750 words).
NOTE:
1. Can calculate financial ratios.
2. Understand the meaning of each financial ratio.
3. Understand and can use financial ratios to assess a company’s financial performance, financial position, operating efficiency and market performance.
4. You are required to calculate and analyse all relevant ratios for a five-year period.
5. Analyse the changes in the following ratios of the company based on your five-year calculations: 1) profitability 2) operating efficiency 3) liquidity and solvency and 4) market performance.
To enable a comprehensive analysis of your company there will be additional relevant information including, but not limited to, performance of, and existence of competitors and regulatory and/or environmental factors influencing your company/industry. When undertaking your company research, you must utilise current financial press (such as The Age, Financial Review, The Australian, or appropriate relevant on-line business sites*). A minimum of five articles relevant to your company (or industry sector) over the period of analysis must be incorporated into your report to support your discussion. You are encouraged to use more than five to support your discussion where required.