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As Attached, only need answers for Question 2 to 4, conclude with whether the 2 stocks are a strong buy, buy, hold, fully valued or
As Attached, only need answers for Question 2 to 4, conclude with whether the 2 stocks are a strong buy, buy, hold, fully valued or sell.
FIN355 End-of-Course Assessment - July Semester 2017 Equity Securities __________________________________________________________________________________________ INSTRUCTIONS TO STUDENTS: 1. This End-of-Course Assessment paper comprises FOURTEEN (14) pages (including the cover page, Appendices A and B). 2. You are to include the following particulars in your submission: Title, Your PI, Your Name, and Submission Date. 3. Late submission will be subjected to mark-deduction scheme by the University. IMPORTANT NOTE ECA Submission Deadline: 9 November 2017, 12 Noon FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 1 of 14 ECA Submission Guidelines Please follow the submission instructions stated below: A - What Must Be Submitted You are required to submit the following THREE (3) items for marking and grading: A Report (you should submit this item first as it carries the highest weightage). A Video Presentation: o SUSS conducts Hands-on workshop on how to record ECA video presentation for SBIZ students every semester. Students will receive an invite to the workshop via Student Portal, Canvas as well as email, a month before the ECA cut-off date. o The ECA video recording and submission guides are also available as an external links/downloads in the invite. The set of PowerPoint slides, converted to PDF, upon which the video presentation is based. Please verify your submissions after you have submitted the above THREE (3) items. B - Submission Deadline The THREE (3) items of Report, Video and Presentation Summary are to be submitted by 12 noon on the submission deadline. You are allowed multiple submissions till the cut-off date for each of the THREE (3) items. Late submission of any of the THREE (3) items will be subjected to mark-deduction scheme by the University. Please refer to Section 5.2 Para 2.4 of the Student Handbook. C - How the (3) Items Should Be Submitted The Report: submit online to Canvas via TurnItIn (for plagiarism detection) The Video: submit online to Canvas (refer to workshop invite for the user guide) The Presentation Summary: o submit online to Canvas via TurnItIn (PPT must be converted to PDF and submission is in PDF only) o The PPT must contain at least 20 words o Refer to workshop invite for the user guide FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 2 of 14 Avoid using a public WiFi connection for submitting large video files. If you are using public wireless (WiFi) connection (e.g. SG Wireless at public areas), you might encounter a break in the connection when sending large files. D - Additional guidelines on file formatting are given as follows: 1. Report 2. Video Please ensure that your Microsoft Word document is generated by Microsoft Word 2007 or higher. The report must be saved in .docx format. Showing your PowerPoint projection in the background is NOT required. Time Duration: a minimum of 3 minutes and a maximum of 6 minutes There are two methods for ECA video assignment submission; either Record Media or Upload Media. For Record Media Video can be recorded via Canvas through desktop/laptop with builtin webcam and microphone or through Canvas mobile app. For Upload Media Video can be recorded using other recording devices and uploaded as a media file. Do ensure that your video file conforms to these requirements: a) File Format: .mp4 b) File Size: No more than 500MB Note: You will receive an invite to the ECA Hands-On workshop via Student Portal, Canvas as well as email, a month before the ECA cutoff date. The invite will allow you to register for the workshop as well as download a copy of the user guide. 3. Presentation Summary Your PowerPoint presentation must contain at least 20 words. Please ensure that your PowerPoint presentation is converted to PDF format before you submit. The maximum number of slides is fifteen (15). Please do NOT download and use PowerPoint slide design templates from the Internet. FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 3 of 14 E - Please be Aware of the Following: Submission in hardcopy or any other means not given in the above guidelines will not be accepted. You do not need to submit any other forms or cover sheets (e.g. form ET3) with your ECA. You are reminded that electronic transmission is not immediate. The network traffic may be particularly heavy on the date of submission deadline and connections to the system cannot be guaranteed. Hence, you are advised to submit your work early. Canvas will allow you to submit your work late but your work will be subjected to the mark-deduction scheme. You should therefore not jeopardise your course result by submitting your ECA at the last minute. It is your responsibility to check and ensure that your files are successfully submitted to Canvas. F - Plagiarism and Collusion Plagiarism and collusion are forms of cheating and are not acceptable in any form in a student's work, including this ECA. Plagiarism and collusion are taking work done by others or work done together with others respectively and passing it off as your own. You can avoid plagiarism by giving appropriate references when you use other people's ideas, words or pictures (including diagrams). Refer to the APA Manual if you need reminding about quoting and referencing. You can avoid collusion by ensuring that your submission is based on your own individual effort. The electronic submission of your ECA will be screened by plagiarism detection software. For more information about plagiarism and collusion, you should refer to the Student Handbook (Section 5.2.1.3). You are reminded that SUSS takes a tough stance against plagiarism or collusion. Serious cases will normally result in the student being referred to SUSS's Student Disciplinary Group. For other cases, significant mark penalties or expulsion from the course will be imposed. FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 4 of 14 Video Presentation Evaluation Criteria Note: Students will be assessed on the quality of the presentation and not the quality of the video recording. However, the recording is expected to have video and audio clarity. Showing your PowerPoint projection in the background is NOT required. Organisation of Presentation /8 Logical flow of presentation Posture & Body Language Posture: Standing, straight back etc... Body language: /5 - Hand gestures supporting oral arguments, etc... Eye-Contact /5 Looking at the video camera No reading of slides or notes or cue cards Pace & Articulation /7 Pace: Speaks neither too fast nor too slow Articulation: Oral expression is clear and confident in the presentation. TOTAL /25 Presentation Summary Evaluation Criteria Format and Style of Slides Layout, clarity of text elements, colour blends, graphical enhancements Clarity and Coherence /4 Proper flow - title page, introduction, body, results, recommendations / discussion points, conclusion/summary; quick to understand, free from grammatical errors Creativity /3 /3 Ability to use creative elements to value-add to the presentation so as to enhance understanding and clarity of difficult concepts TOTAL FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 /10 Page 5 of 14 SECTION A (Total 65 marks) Question 1 You will be given a virtual capital of USD 80,000 to invest. You are expected to analyse and place transactions for between 2 to 5 stocks. An unlimited number of buy or sell transactions can be done. You are required to select your stocks from the list below: Symbol Security GICS Sector GICS Sub Industry ABT Abbott Laboratories Health Care Health Care Equipment GOOGL Alphabet Inc Class A Information Technology Internet Software & Services AMZN Amazon.com Inc Consumer Discretionary Internet & Direct Marketing Retail AAPL Apple Inc. Information Technology Technology Hardware, Storage & Peripherals BAX Baxter International Inc. Health Care Health Care Equipment BBY Best Buy Co. Inc. Consumer Discretionary Computer & Electronics Retail CVX Chevron Corp. Energy Integrated Oil & Gas CSCO Cisco Systems Information Technology Communications Equipment KO Coca-Cola Company(The) Consumer Staples Soft Drinks COST Costco Wholesale Corp. Consumer Staples Hypermarkets & Super Centers XOM Exxon Mobil Corp. Energy Integrated Oil & Gas FB Facebook, Inc. Information Technology Internet Software & Services GM General Motors Consumer Discretionary Automobile Manufacturers HAL Halliburton Co. Energy Oil & Gas Equipment & Services HUM Humana Inc. Health Care Managed Health Care INTC Intel Corp. Information Technology Semiconductors IBM International Business Machines Information Technology IT Consulting & Other Services FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 6 of 14 Symbol Security GICS Sector GICS Sub Industry MRO Marathon Oil Corp. Energy Oil & Gas Exploration & Production MA Mastercard Inc. Information Technology Internet Software & Services MCD McDonald's Corp. Consumer Discretionary Restaurants MRK Merck & Co. Health Care Pharmaceuticals MSFT Microsoft Corp. Information Technology Systems Software PFE Pfizer Inc. Health Care Pharmaceuticals PG Procter & Gamble Consumer Staples Personal Products QCOM QUALCOMM Inc. Information Technology Semiconductors SBUX Starbucks Corp. Consumer Discretionary Restaurants TIF Tiffany & Co. Consumer Discretionary Apparel, Accessories & Luxury Goods V Visa Inc. Information Technology Internet Software & Services WMT Wal-Mart Stores Consumer Staples Hypermarkets & Super Centers YUM Yum! Brands Inc Consumer Discretionary Restaurants At the end of the investing period, the simulator will be closed and the net realised percentage of each student's portfolio will be calculated. Example: You start with a virtual capital of USD$80,000 and ends with USD$200,000. The Net Realised Percentage (NRP) is calculated to be 150% [(200,000 - 80,000)/80,000]. The Net Realised Percentages of all students are then ranked and marks will be awarded based on your ranking. FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 7 of 14 QUATILE NRP 75% 74% NRP 60% 59% NRP 45% 44% NRP 30% NRP 20% total return over the next 3 months, with identifiable share price catalysts within this time frame) BUY (>15% total return over the next 12 months for small caps, >10% for large caps) (-10% to +15% total return over the next 12 months for small caps, -10% to +10% for large caps) (negative total return i.e. > -10% over the next 12 months) (negative total return of > -20% over the next 3 months, with identifiable catalysts within this time frame) (5 marks) Additional information for crafting the evaluation report: Not more than 8 pages (max 10 pages with illustrations/diagrams) Paginating the contents with a number to indicate which question it is addressing Suggested numbering sequence for report flow is answers to Q5, Q2, Q3 and Q4 Each illustration/diagram should be no larger than a sixth of a A4 size paper Information from Appendices UOL and CapitaLand should be utilized UOL last price - SGD7.10 CapitaLand last price - SGD3.62 Some useful information sites: www.mas.gov.sg http://www.singstat.gov.sg/ www.bloomberg.com http://www.jll.com.sg/singapore/en-gb http://www.colliers.com/en-gb/singapore http://www.straitstimes.com/businesso-relief-in-sight-for-property-stocks FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 9 of 14 SECTION B (Total 25 marks) Prepare a video recording of the presentation of at least 3 minutes but not exceeding 6 minutes. There are two methods for ECA video assignment submission; either Record Media or Upload Media. For Upload Media, please note that your file size should be no more than 500MB and the format is in .mp4. (25 marks) SECTION C (Total 10 marks) Prepare a set of PowerPoint presentation upon which the video presentation is based. Please note that the PowerPoint must be converted to PDF before submission to Canvas. (10 marks) ----- END OF ECA PAPER ----- FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 10 of 14 APPENDIX A: Capitaland FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 11 of 14 FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 12 of 14 APPENDIX B: UOL FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 13 of 14 FIN355 Copyright 2017 Singapore University of Social Sciences (SUSS) ECA - July Semester 2017 Page 14 of 14Step by Step Solution
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