Reference no: EM132508544 , Length: word count:3000
Assignment -
Write a report for Financial Analysis of a well-known Publically-listed Company.
The main purpose of this assessment is to provide students with the opportunity to apply the knowledge and skills acquired to a practical 'real-world' task involving the financial analysis of a well-known publically-listed company. This will enable you to gain insights into and understandings about the organisation, using the published financial statements of the company as your primary data source.
Your analysis period should include material based upon the most recent published annual accounts, covering data from the most recent two years. (Note: Where provided, please use 'consolidated' data in conducting your analysis.) The analysis should consider each of the main ratio categories of profitability, asset efficiency, liquidity, capital structure (gearing/leverage) and market performance. Chosen ratios should be relevant to the business type - for instance, inventory turnover is not particularly relevant in a service company. Two to three ratios in each category will be sufficient.
The report is not to exceed 3,000 words (excluding references and appendicies). Students are required to use the 'APA system' for the acknowledgment of sources.
ASSESSMENT DETAILS - This assessment task assists students to develop skills in:
Selecting, completing, calculating and interpreting appropriate ratios from Financial Statements to determine measures of business performance and support management planning and decision making.
Recognising and considering the effects of interpretations of Financial Statements and performance indicators by external entities.
The assignment will contain two main elements:
1. SCHEDULE(S) OF RELEVANT RATIOS AND OTHER USEFUL CALCULATIONS
The schedule(s) of relevant ratios and other useful calculations should be incorporated in one or more appendices. Ratios and other calculations should be presented so as to facilitate comparison between each year. Students are advised to show the calculations used in determining particular ratios and other figures.
A detailed calculation of relevant ratios and other useful calculations should be included as one or more appendices prepared using Excel or a similar spreadsheet. Students are advised to show the formulae used in determining particular ratios and other figures
Whilst the annual reports will be the primary source of information, you are encouraged to access other publically available information, analysis and data. All sources of information must be fully referenced. Note: Your ratio calculations MUST be included in the appendix to your report
Students are expected to obtain relevant share price data for the company so that investment ratios (such as a dividend yield ratio) can be calculated. (It is recommended that students obtain the company's share price as at 30 June for the purpose of calculating relevant ratios on these dates.
Under no circumstances are students to make direct personal contact with the company or its officers (for example by telephone, fax, letter or email) in an attempt to gather further information.
2. A WRITTEN REPORT
The written report should:
Explain briefly what is revealed by the ratios and other calculations in the context of the company's profitability, asset efficiency, liquidity, capital structure (gearing/leverage) and market performance. In particular, any important changes should be identified, discussed and, where possible, explained.
Should focus what is revealed by the ratios and other calculations in the context of the company's operations. In particular, any important changes over the most recent period should be identified, discussed and, where possible, explained. You should also provide an overall assessment of the company's performance for the most recent period and discussion regarding which aspect of the company's financials has demonstrated the most improvement. Peer-entity comparison will also support submission.
SUGGESTED REPORT FORMATAND APPROACH -
I. EXECUTIVE SUMMARY
II. TITLE PAGE
III. INTRODUCTION & BACKGROUND: COMPANY OVERVIEW/HISTORY
IV. BODY OF ESSAY: ANALYSIS AND DISCUSSION
V. CONCLUSIONS AND FINDINGS
VI. RECOMMENDATIONS
VII. REFERENCES
Attachment:- Accounting Assignment File.rar