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Group Assignment 1 - Financial Analysis

CF practising

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Nguyễn Ngọc Bích Trâm
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42 views3 pages

Group Assignment 1 - Financial Analysis

CF practising

Uploaded by

Nguyễn Ngọc Bích Trâm
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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CORPORATE FINANCE

Group assignment 1 _ Financial Analysis


Due: 17.00, 14th July 2024
Requirements: Each group will analyse your assigned firm’s financial statements using the
guidelines below. Then, you will create a video to record your group’s presentation.
Please note that you must also prepare the written report consisting of both words and model
snapshots (if needed). However, you will not need to submit it by the due date above, and it will be
submitted together with Group Assignment 2.
Please be noted that, for the presentation:
▪ All members have to present and show their faces during the presentation. The maximum
presentation time is 25 minutes, with no minimum time, don’t change the play speed!

▪ Remember to submit the “Group evaluation form”. The form can be found in the assignment
submission section. This is required!

▪ A link to your presentation video must be added at the beginning of the form!

▪ You must submit the presentation slides and the Group evaluation form by this deadline. The
report will be submitted at the module’s end, together with the 2nd assignment. The due date
will be announced later.

Good luck!

Group Assignment 1_ Financial Analysis & Forecasting


GUIDELINE FOR COMPANY FINANCIAL ANALYSIS
Please note that this is just a guideline for the assignment. You can use your ideas to design the
report and presentation. We will appreciate the extra contribution and deeper analysis of the
company!
You should go to the corporation’s website and other relevant sources (see the recommendation at the
end of this guideline) to get audited financial statements of at least three latest consecutive years and
other information needed for analysis.
The analysis should contain the following information:
1. An introduction: (about a page maximum)
o The company’s name, postal address, and (if available) internet address;
o The year in which your company was founded and the state in which it is incorporated;
o The company’s independent (external) audit firm;
o The company’s primary line(s) of business;
o Size of the company, accompanied by an explanation of the company characteristics that
provide a measure of its Size;
o The ticker symbol for your company and the stock exchange on which its shares are listed;
o Membership of the company’s Board of Directors, using whatever characteristics you think
are most relevant to depict the composition of the Board [briefly explain each];
o The majority-owned subsidiaries [maximum of four, ranked by Size] of your company.
2. Analysis of Income Statement and Balance Sheet
a. Balance sheet analysis needs to refer to the following:
o Assets.
o Liabilities.
o Stockholders’ equity.
Hint: You should use common-size analysis for this part instead of absolute value when
comparing it with the industry average or rivals.
b. Income statement analysis needs to refer to the following:
o Revenues.
o Cost of goods sold.
o Total expenses.
o Earnings per common share.

Group Assignment 1_ Financial Analysis & Forecasting


Hint: You should use common-size analysis for this part instead of absolute value when
comparing it with the industry average or rivals.
c. Ratio Analysis
o Liquidity ratios
o Efficiency ratios
o Long-term solvency ratios
o Profitability ratios
o Market value ratios

Notes: The following are my recommendations on useful sources of information you may need for your
analysis:
• The company’s annual audited reports are useful material for your analysis
• You could find some (not all) industry average ratios on financial websites such as:
o www.cafef.vn
o www.cophieu68.com
o www.vndirect.com.vn
o www.stockbiz.vn
o www.vietstock.vn
o www.investing.com
o www.finance.yahoo.com
• You are recommended to use charts, tables, etc., to visualise your data.
• It would be better to compare the ratios with the industry average or competitors.
The end!

Group Assignment 1_ Financial Analysis & Forecasting

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