Prepare investor report for prospective shareholder

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Reference no: EM132319677

Assessment Description

This assessment requires you to prepare an investor report for a prospective shareholder that interprets the annual report of an Australian company and makes appropriate recommendations about the company's suitability for investment

You will be assessed on the thoroughness of your interpretation, including the conclusions you draw, the
recommendations you make, and the way in which these have been justified by the evidence you include in your report. Importantly, it needs to be focused" on the needs and priorities of a prospective shareholder.

You will be penalised if you engage in data dumping' without accompanying interpretation and analysis.

Task

You need to choose a company that is currently listed on the ASX.

You are required to write a report interpreting the Australian company's most recent annual report. This report will need to be written for a potential investor.

You will also be required to source additional information about the company's performance, for example, via credible articles that discuss the management of the company.

Please note that where the annual report may have both group and parent company financial statements, you should use the group financial statements.

It is important that you refer to financial analysis measures in your report. See "Workbook: The Tools we use" file which can be found in Supplementary Resources at the bottom of the subject resources page on the portal. This provides further elaboration and for examples of analysis measures that you can use. These can be selected from any analysis measures stated in the annual report and/or your own calculations based on financial statements in the annual report or those provided to you by your workshop leader. It is important to source
financial information relevant to your stakeholder.

Relevant non-financial topics are outlined in Resource B below.

It is expected that the language and structure of your report will reflect its formal nature and the preference of the potential shareholder. Please use Resource A below as a guide.

Take care to clearly communicate your ideas. The report should be no more than 1000 words long and be NO MORE than two A4 pages. Do not use a cover sheet. Any sections placed on any further pages, other than the reference list, will not be read.

Reference no: EM132319677

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