management

“Stage 1 Report Template”

(This is a guide only to assist you in designing your own

report using your analysis and findings)

COMPANY ANALYSIS REPORT

BAFI1042 Investment: Portfolio Management Analytic Report

Table of Contents GOAL OF THE PROJECT PROJECT OBJECTIVES AND STRATEGIES Fundamental Analysis Technical Analysis Security Allocation STOCK EVALUATIONS xxx Sector Company 1 --- BHP.AX (example ONLY) Fundamental Analysis Technical Analysis SUMMARY AND COMPARASION OF THE PORTFOLIOS

This is a value/growth or a combination of value and growth portfolio ---- provide justification of your choice. Make sure that the chosen stocks are consistent with you investment philosophy.

Discuss the top-down approach. Provide a brief overview of the industry selection process (for example, CBA is chosen because the banking industry….., this should reflects your research of a particular industry)

Stock Evaluation

Present your fundamental and technical analyses for the 9 companies that you have chosen.

In order to choose 9 companies out of ASX20. You will need to study 20 companies. But once a decision is made, you will only need to present your analysis for the 9 companies.

Company 1

Interpretation of the trend observed in the chosen ratios. For example, there is an increase in ROE in xxx company over the period 2014-2018. This indicates that ……

You can use graphs to aid presentation of ratios --- to increase your marks in professional presentation

For better discussion, use news stories to support your discussion of ratios. Discuss news about the industry and the companies to support your choice of a particular company

Show your fundamental anlaysis for each of the 9 companies.

For each company, present either (i) the 50- and 200- day moving average lines, or (ii) 20- and 50-day moving average lines along with volume. In addition to the graphs, you need to analyse the implication of the intersection of lines to identify buy/sell signals.

Show your technical anlaysis for each of the 9 companies.

SUMMARY AND COMPARISON OF THE PORTFOLIOS

Conclusion/Summary/Decision

You will also need to discuss weightings allocated to each stock as a result of your analysis and explain how you come up with the weightings

example

Reference list