company analysis report
dodo1995
Investment1.docx
BAFI1042 - INVESTMENT
Semester 2, 2019
Company analysis report (20%)
Instructions:
requires students to analyse stocks for inclusion into the portfolio
Stage 1 – COMPANY ANALYSIS REPORT - GROUP REPORT (20% of unit total):
You (as a team) will prepare a company analysis report (due at the end of week 8), which will form your portfolio created for Stage 2 group report. To help you prepare for your report, you will be given access to Thomson Reuters (Refinitiv) Eikon online. You will learn how to analyse stocks using Eikon online in the dealing session in week 6. Thomson Reuters Eikon provides information for fundamental and technical analysis. Login details will be arranged at the beginning of each semester.
|
Key Questions To Address In Stage 1 |
Max Marks |
|
· Discuss your investment goals and strategies in stock selection [Hints: value investor, growth investor or combination of two; Top down approach] · Explain the reason of your investment in the industry that you considered for creating your active portfolio [Hint: use macro-economic variables and/or industry specific qualitative factors].
|
6 marks |
|
· In addition, use company specific qualitative factors, the data you collected on financial ratios (that are provided in Eikon) under fundamental analysis to explain your decision of stock selection (9 companies are required) for Active Portfolio 1.
|
7 marks |
|
· Technical analysis to support stock selection decision (moving average lines and volume)
|
3 marks |
|
· Conclusion to summarise your report |
2 marks |
|
· References and professional presentation |
2 marks |
|
TOTAL |
20 marks |
