Assessment 1
Individual Analysis Project
Due: Week 6
Weighting: 20%
Type: Practical Exercise
Learning Outcomes:
a. Explain the importance and functions of business valuation and financial statement analysis
. Identify and discuss key components of various types of valuations and financial statement
c. Identify and use appropriate tools and techniques to analyse company performance
d. Explain the limitations of financial statements and company information
Description:
The assignment will require you to progressively analyses a company using the strategic, accounting, financial and prospective analysis tools identified in the course .
The BAV project is aimed at developing your understanding of, and practical skills in financial statement analysis and valuation. It is also designed to enhance analytical and communication skills. Upon successful completion of the project you will have acquired a working knowledge and practical skills in undertaking an equity valuation using ‘leading-edge’ financial statement analysis techniques. From past experience, the final report often provides excellent evidence of your analytical skills that can presented to prospective employers when applying for jobs.
The submission will be online and in the form of a written report.
Details:
To complete this project, you are required to:
1. Get approval of the company, from your lecturer, on which you want to progressively analyse
2. Conduct analysis using the strategic, accounting, financial and prospective analysis tools identified in the unit.
3. Prepare a Business Valuation Analysis Report for the client/company
Assessment Brief
ASSESSMENT BRIEF BVF204 T2 2020
Format of the Report
You at least should have the following details:
a. Assignment Cover page clearly stating your name and student ID Numbe
. A table of contents, executive summary
c. A
ief introduction or overview of what the report is about.
d. Body of the report with following sections and with appropriate section headings
1. Strategy Analysis
2. Accounting Analysis
3. Financial Analysis
4. Conclusion
5. List of references
6. Exhibits
e. Conclusion
f. List of references.
g. Diagrams and tables clearly labelled and explained.
h. Ensure all materials are co
ectly referenced.
Plagiarism will be severely penalised.
MARKING SCHEME FOR REPORT:
Contents of the report
Excellent 8-10
Good 6-7
Average 5
Not adequate 3-4
Poor 0-2
1. Format of the Report
a) Assignment Cover page clearly stating your name and student numbe
) A table of contents, executive summary
c) A
ief introduction or overview of what the report is about.
d) Section headings
e) Conclusion
f) List of references
Comments:
5%
2. Strategy Analysis
a) Industry analysis: five forces or alternative approach: industry profitability
) Competitive strategy: price leader, differentiation, total customer satisfaction, system lock in, or othe
c) Corporate strategy analysis: how well the business segments support each othe
Comments:
30%
3. Accounting Analysis
a) Key success and risk factors: which accounting lines capture them?
) Accounting flexibilities of 2a: accounting policies and estimates used by the firm
c) Do you agree with the policies and estimates in 2b, justify
d) Is accounting strategy hiding or revealing
e) Red Flags
f) Undo what managers did
Comments:
20%
4) Financial Ratio Analysis
i) Growth and profitability: the big picture
ii) Operation
iii) Investment
iv) Finance
v) Dividend policy
vi) Other ratios
Comments:
30%
6) Conclusion:
proposed action and its justification
Comments:
10%
7) List of references
8) Exhibits: BAV printouts and others
Comments:
5 %
Overall Comments XXXXXXXXXXTOTAL
100%
TOTAL /20
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