Actionable recommendation to a nominated stakeholder

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Reference no: EM133741876 , Length: word count:1200+5 minutes PPT

Financial and Economic Interpretation and Communication

Assessment - Analyst Report and Video

Your Task
Students will select an ASX listed company and develop an actionable recommendation to a nominated stakeholder, based on their own financial and non-financial analysis,

The assessment is ‘progressive' with submissions due in Weeks 4, 9 and 11, as follows.
Submission 1, Company Background and Stakeholder
Submission 2, Financial Analysis and Non-Financial Analysis
Submission 3, Conclusion and Recommendation

Assessment Description

Students will:
develop an analyst report and submit a video on their selected company, using concepts learned in Workshops 1 to 8,
provide a clear, actionable recommendation to a nominated stakeholder of the company, and
present and interpret financial and non-financial (including sustainability) data related to the company.

Assessment Instruction

Submission 1 (Week 4, 200 words): Company Background and Stakeholder
Students will introduce their selected ASX listed company, including a description of the business' operations / activities.
To select your ASX listed company,
The following guidance is provided.
Consider choosing a company you have worked for or would like to work for, or a company you have followed or been a customer of.
Avoid banks and insurance companies.
Large companies tend to have more publicly available research and news coverage.
Do not select companies that are studied in the Workshops (Harvey Norman, Woolworths).
Describe the stakeholder you will be reporting to and the purpose of the report. Examples include the following:
Management (CEO, CFO, Chair of the Board) and operational or strategic changes the company should consider.
An investor / lender and whether to invest in the company's shares / bonds.
A bank and whether it should lend to the company.
A supplier and whether it should supply the company, based on its financial and/or non-financial situation.
An employee and whether they should work for the company.
Students are required to correctly reference all information sources. More detail on referencing is provided later in this document.

Financial and Non-Financial Analysis

Your company's Annual Report, Financial Statements and Sustainability Report (where available) will be important resources for this section. However, students are also expected to utilise resources independent of the company.
Students are required to correctly reference all information sources. More detail on referencing is provided later in this document.
Submission 2 should be presented as a separate document from Submission 1 and submitted via the dedicated Submission 2 Turnitin link.

Financial Analysis
Present and discuss key financial results and trends. This may include trends in sales, expenses and profitability.
Discuss the company's financial performance. This will require understanding and describing the fundamental drivers of the business.
Calculate and present relevant financial ratios. If the stakeholder is an equity investor, include share market ratios. If the stakeholder is a lender, include financial stability ratios. You may include ratios not included in the Workshop slides (but should define these when doing so).
Interpret your financial ratios and reach insights on which to base your recommendation.
The key financial data should be presented in summary tables. Charts can also be a useful visual tool. Your data will typically involve horizontal analysis (minimum of 3 years) but may also involve vertical analysis.

Non-Financial Analysis
Discuss non-financial aspects of the company's performance.
Students are expected to present relevant non-financial and sustainability measures.
The key data series should be presented in summary tables. Charts can also be a useful visual tool.
In addition to analysing non-financial and sustainability data, students may wish to concisely consider one or more of the following aspects of the business:
Ethical aspects of the company's activities.
Strengths, weaknesses, opportunities and threats (SWOT).
The company's business strategy, competitors and outlook.
Reach insights on which to base your recommendation.

Record a 5-minute video in which you present your conclusion(s) and recommendation.
Your video should:
provide a brief introduction, including stakeholder and purpose,
present the key findings of your company analysis (as undertaken in Submission 2),
based on the conclusions of your analysis, clearly state an actionable recommendation for your stakeholder,
be clear and of high quality,
show yourself as the presenter, and
be creative, including the use of visual aids.

Reference no: EM133741876

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