Reference no: EM132829592

INVESTMENT ANALYSIS ASSIGNMENT

Scenario

Task 1

Prepare a detailed analytical report that encompasses the following areas.

1. Nature of investment markets, the Primary and secondary investment markets. Also brief discussion on money market and capital market providing key differences between the two.

2. Five stages of the investment management process providing key points that will ensure the success of the investment decision.

3. The concepts of Economic analysis, industry analysis and company analysis for investment appraisal and selection purpose and how each one of these contributes to better investment decision making.

4. Briefly explain the following investment channels with each one's own returns and Risks.
a. BankDeposits
b. InsuranceCertificates
c. NationalSavingsCertificates
d. PrivateCompany'sshares
e. Preciousmetalinvestment

Task 2

Air UK & Co PLC is an airline service company listed on the London Stock Exchange (LSE) and is based in the UK.

It is a low-cost carrier and has firmly established itself as the UK's leading low fares scheduled passenger airline.

The primary objective of Air UK & Co is to offer airline services at low fares to generate more passenger traffic, whilst maintaining the focus on cost containment and operating efficiencies.

As the strategies, they developed have stimulated demand, Air UK and Co is now looking to invest in another listed company on the LSE which belongs to the economy / value class airline services and provides passengers with an economy class air travel experience.
For this assignment, you are the finance manager of Air UK and Co and are required to develop the business proposal.

Prepare a comprehensive presentation to assess the viability of the business expansion project.
The following requirements need to be addressed when preparing the presentation.
• Explain what is technical analysis in investment? And how it can guide the investment decision of the Air UK by exploring the following tools for technical analysis
1. Dowtheory
2. Bullishtrendandbearishtrend
3. Chartistmethod
4. Chartsandtradelines
• Explain in details, the following theories of investment providing specific justification on how each theory will affect the investment decision for Air UK,
1. Fundsflowtheory
2. Market Efficiency and Random walk theory
3. Trendwalktheory
4. Capitalassetspricingtheory
5. Modernportfoliotheory
• Justify appropriate types of savings and investments for the hypothetical expansion of Air UK & Co airline services.
• Identify at least three physical investments channel and three financial investment channels and explain each one with its own advantages and disadvantages.

WordCount - 4500 words

Attachment:- INVESTMENT ANALYSIS ASSIGNMENT.rar