company analysis report
dodo1995
investment3.docxDescription:
This is related to your activities in Dealing session 1 (week 6).
You (as a team) will prepare a company analysis report (due 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 Refinitiv ( previously known as Thomson Reuters) Eikon online. You will learn how to analyse stocks using Eikon online in the dealing session in week 6. Eikon provides information for fundamental and technical analysis.
You will receive your log in details in week 4.
Please note assignments must be submitted online through the course Canvas (via the Turnitin link).
Each group select 9 companies out of
ASX 20
to analyse and include into your trading portfolio.
You will present your analysis of these 9 companies in Stage 1 Report.
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· 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].
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6 marks |
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· 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.
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7 marks |
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· Technical analysis to support stock selection decision (moving average lines and volume)
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3 marks |
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· Conclusion to summarise your report |
2 marks |
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· References and professional presentation |
2 marks |
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TOTAL |
20 marks |
Video of fundamental analysis by Angel
Video of technical analysis by Angel
Rubric
Assessment 2A
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Assessment 2A |
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Criteria |
Ratings |
Pts |
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This criterion is linked to a learning outcomeIntroduction Do students discuss investment goals and strategies while constructing portfolio [ie: value investor, growth investor or combination of two; top down analysis ] 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]. |
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6.0 pts |
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This criterion is linked to a learning outcomeFundamental analysis to justify stock selection decision For the chosen stocks, do students utilise at least 5 ratios to conduct fundamental analysis? Do students conduct adequate research on what causes the changes in ratios in the last 5 years? Consider qualitative factors of individual companies. |
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7.0 pts |
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This criterion is linked to a learning outcomeTechnical Analysis to justify stock selection decision For the chosen stocks, do students undertake technical analysis for each stock? Students need to analyse moving average lines and volume. |
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3.0 pts |
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This criterion is linked to a learning outcomeReferences and Professional Presentation At least 5 external references to justify your choice of stocks. This is a professional business report. Please make sure that it is presented in a professional manner. Is there a reference list? Does the reference list format follows format the Harvard referencing style. Is there clear in text-citation? Format: Time new roman, 12 points, table of content,… Table and figure: Are all the tables and figure labelled, numbered and referenced? |
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2.0 pts |
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This criterion is linked to a learning outcomeConclusion Does the conclusion provide a succinct summary of the report? |
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2.0 pts |
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Total points: 20.0 |
