Corporate Finance Assignment -
The aim of these assessments is to assist you to:
- gain a deeper understanding of corporate finance concepts;
- appreciate current issues discussed/faced in the industry; and
- apply your knowledge to investigate real companies.
Through these exercises, you will gain a better understanding of how corporate finance concepts can be applied in the real world.
Case study -
Objective: To prepare an analyst report on a public listed dividend paying company. Students will form groups of 4 in order to complete the case study. Students should complete the group sign-up form and return it to their lecturer by week 3. Students who do not return the form will be allocated to a group and will then have a further week to meet with group members, complete the form and return it to the lecturer. Students who do not follow this guideline will be allocated a score of zero for the assessment. Once assigned to a group it is not possible to change. Only electronic copy must be submitted through turnitin. The assignment will be assessed according to the rubrics provided at the end of this document and to the criteria contained in the assessment form that is available on Blackboard. Students are required to attach this assessment form as a cover / front page to the assignment.
Further details are provided on Blackboard.
Skills acquired:
- discipline knowledge;
- thinking skills;
- learning how to learn
Specifically, conduct research on a company and report on key areas of shareholder analysis, risk-return analysis, cost of capital and financial statement analysis.
Case study details -
You are to select a public listed dividend paying company from the country of your study location (e.g. Australia for the Bentley campus) and conduct a detailed analysis on it. You must not select the following company as they will be used in the lecture:
The purpose of this assignment is to use your acquired knowledge from this unit to investigate the financial strength of a public listed company. Your research should cover the areas of:
- shareholder analysis;
- risk-return analysis;
- cost of capital; and
- financial statement analysis
In each of the areas, you are to report your findings using the questions provided below as a guide. If the information is not from the company's annual report, you will have to provide details on
1. where you sourced the information; and
2. comment on how you have verified its reliability.
The report must be written completely by you and your group members. You are not to purchase or reproduce commercial stock reports.
There are four parts to the assignment.
3.21 Shareholder analysis - Who are the owners of the company and the implication to the choice of methods used to calculate the cost of return.
3.22 Risk-return analysis - Analyse the return received over the market for the apparent risks identified in the company.
3.23 Cost of capital - Calculate the cost of capital using various methods and analyse your findings.
3.24 Financial statement analysis - Determine the future of the company by analysing the performance of the company
Additional guidelines
You are preparing an analyst report for a client. Do not merely answers the questions in the case study
It should be written professionally in sentences and paragraphs; not in bullet point form
The questions 3.21 - 3.24 serve as a guide and are not to be repeated in your report where possible, calculations must be shown and assumptions must be clearly stated.
Use of an appendix is recommended; however, there must be clear reference made to the main body
Where possible, use figures from the annual report; this is the most accurate source of information. Do not use calculated figures from the websites (for example ROE)
Do not include definitions or theories from textbooks. This includes definitions of marginal investors, nominees, etc.
Attachment:- Assignment Files.rar