Reference no: EM133735239
Financial and Economic Interpretation and Communication
Company :- Ampol limited
Instruction:
Please select one of the companies listed in tab ASX companies and write it down in fron of your name.
Make sure that the company you have selected has not been choosen by one of your classmates. (use Ctrl+f to check if the company has already been chosen)
Exclude companies from the financial sector (banks, insurance, and ETFs) as well as retail giants like Woolworths, Harvey Norman, and Domino's.
Assessment - Analyst Report and Video
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, listcorp and asx200list are useful resources. 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, CSL).
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 to 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.
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:
present the key findings and any conclusions you have drawn from your analysis, clearly state an actionable recommendation for your stakeholder, justify your recommendation based on your financial and/or non-financial analysis, describe the expected outcome should your recommendation be followed, and be creative and/or make use of visual aids.