For this research and analysis assessment, you are required to select three pairs of securities from the following options. Each pair represents two individual companies in the same industry who are viewed as competitors. For each selected security, establish an initial “theoretical” investment of $10,000. Your starting portfolio value is then $60,000.

Note: due to varying share prices you will probably not be able to purchase exactly $10,000 of each share but should purchase the number of shares resulting in the closest amount to $10,000.

You are required to monitor the 6 securities you have chosen over the 3-month period (past date can be used).

Security Pair Options	Industry Classification	Company Name	ASX Code	Company Name	ASX Code
	Banking	ANZ Banking Group ltd	ANZ	Westpac Banking Corp	WBC
	Transportation	Linday Australia	LAU	Toll Holdings Ltd	TOL
	Pharmaceuticals. Biotechnology & Life Science	Vita Life Science Ltd	VSC	Sigma Pharmaceuticals Ltd	SIP
	Telecommunication	TPG	TPM	Telstra	TLS
	Insurance	QBE Insurance Group	QBE	Suncorp Group ltd	SUN
	Energy	Rio Tinto	RIO	Woodside Petroleum Ltd	WPL

You should present your answers in a report format and you have to present your findings to your manager (Your Trainer). You are also required to consult with personnel and management (your trainer) to confirm organizational requirements/ policy procedure to evaluate financial risks. And you will be assessed on oral communication during consultation time.

Question 2.1 (10 Marks)

a) Record in a table the weekly share price for each of the 6 selected securities for a period of 3 months (approximately 13 weeks). Make sure you record the share price on the same day each week and from the same source. The share price can be obtained from many sources such as newspapers eg. The Financial Review and websites eg. tradingroom.com.au. (to aid the following tasks this is best completed using Excel or similar software). Also record the All Ordinaries index for each week. (4 marks)

b) Using the data collected in (a) above produce a separate line chart for each of the 6 selected securities and the All Ordinaries index. (7 graphs in total) (3 marks)

c) Using the data collected in (a) above produce separate line charts for each of the 3 pairs of selected securities. This will highlight any similarities or differences. When preparing this

comparative graph you should ensure that the scale is appropriate to use for a comparison (i.e. if one security is trading around $1 and the other is around $50, then the scales must be adjusted in order to demonstrate a comparison– one way of doing this in excel is to have a second vertical axis)).