Reference no: EM132205529

Assessment Brief/Task

The detailed requirements for this task are as follows:

There are four equally weighted parts to this assignment

Part 1

You are to select a PLC that has a listing on any recognized stock exchange of your choice and agree this with the module tutor.

You are required to produce a Financial Analysis of the company based upon the following ratios for the company for the years 2017 and 2016
1. Operating Profit Margin Ratio
2. Price to Equity [P/e] Ratio
3. Gearing Ratio
4. Asset Turnover Ratio
5. Return on Capital Employed (ROCE).
6. Interest Cover Ratio

(You will need to show all relevant workings and supporting documentation). Your analysis will be based upon the ratios calculated and utilizing any background industry/company information you think is relevant.

Now examine the typical sources of finance options available to justify a 20% Net Asset investment in meeting future management priorities of the chosen PLC w.r.t addressing its competitive and leadership edge of staying invested in either :- R&D or Innovation or Debt Issuance {repayments}/ Restructuring / Re-engineering or Technological upgrades or Divestitures or M&A/ JV's or any other suitable Asset Purchase constituting Capex requirements by integrating the management discussion & analysis from the Ratios evaluated
# R&D - Research & Development, M&A - Mergers & Acquisitions, JV's - Joint Venture, Capex- Capital Expenditure.

Part 2
You are to discuss the question whether the budgeting process is still fit for purpose in the modern environment from a planning and control dimension? How can scalable technologies such as cloud computing, big data and predictive analysis software prove ‘reliable' in strengthening the planning, budgeting and forecasting exercise to be fully automated in the next five years.

Part 3
Discuss the different types of performance management tools and techniques which can be deployed in large global companies for evaluating its suitability across a range of business and economic environments.

Part 4
Imagine you are a CEO of a large global corporation and one of your Group Directors has approached with a business plan requiring significant capital expenditure. What types of capital investment appraisal techniques would you deploy to arrive at, while examining the fiscal viability of business proposal?

Assessment Criteria

The proportions of the assignment should be

1. How does understanding the concepts of financial reporting help in appreciating the of accounting standards (IFRS , GAAP), when judging true value of organizations.

2. Comparison of company performance with industry based upon ratios calculated

3. Analytical discussion of the relevance of the budgeting process to the current commercial and industrial/technology environment

4. Evaluate the various performance management tools and investment appraisal techniques of its suitability and relevance in the evolving business and economic environment.

Attachment:- financial statements.rar