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I need assistance on my assignment. I have attached the questions. The assignment needs to be completed on excel and word. Share Prices - M&S
I need assistance on my assignment. I have attached the questions. The assignment needs to be completed on excel and word.
Share Prices - M&S PLC Share Prices - Asos PLC 2016 January February March April May June July August September October November December 435 425 431 407 420 371 320 320 347 326 342 326 2015 477 478 510 531 549 582 545 544 506 501 520 508 2014 427 468 500 460 444 450 427 428 441 399 404 490 2013 382 382 370 394 413 467 442 485 483 501 495 480 2012 2016 January February March April May June July August September October November December 317 333 361 384 358 329 328 336 358 358 396 390 3250 3095 3100 3298 3632 3474 4151 4540 4562 4980 5324 4864 Marks & Spencer Plc 700 600 500 400 300 Share Prices 200 100 - Share Prices Months 2016 2015 2014 2013 Example Total Shareholder Return - Next January February March April May June July August September October November December 2012 Chosen Company Total Shareholder Return - Marks & Spen 2016 2015 2014 2013 2012 7,243.00 6,991.16 6,841.81 5,532.97 5,058.43 5,380.55 4,994.41 5,212.88 5,804.20 4,920.34 4,989.84 5,059.35 6,805.00 7,268.41 7,618.38 7,101.02 7,501.72 7,685.82 7,682.82 8,202.29 8,034.06 8,070.58 8,378.38 8,357.35 5,566.00 6,280.62 6,747.36 6,777.80 6,798.09 6,823.65 6,690.75 6,915.65 7,502.18 6,865.25 6,719.07 7,053.19 3,709.00 4,131.68 4,281.90 4,444.23 4,394.82 4,662.00 4,686.20 5,145.95 5,106.05 5,294.29 5,601.21 5,524.48 2,768.50 2,708.91 2,796.78 3,071.51 2,925.06 3,021.01 3,227.06 3,524.51 3,747.68 3,556.39 3,753.86 3,742.54 68,028.94 92,705.83 80,739.61 56,981.81 38,843.81 2016 January February March April May June July August September October November December Total Average TSR Average Standard Deviation 2015 2014 2013 2012 2561 2850 3200 3728 3720 3800 3893 3417 2984 2790 3280 3318 6479 6220 6911 5154 4200 4474 2961 2410 2665 2077 2747 2382 2691 2654 2783 3378 3440 3963 4112 4778 4917 5120 5750 5874 1330 1777 1782 1800 1483 1695 1715 1812 1811 2179 2325 2475 Asos PLC Share Prices 8,000.00 7,000.00 6,000.00 5,000.00 4,000.00 3,000.00 2,000.00 1,000.00 - Months 2016 2015 2013 2012 er Return - Marks & Spencer 2015 2014 2014 2013 2012 dard Deviation Introduction Part 1 a) b) c) d) Companies chosen and justification Share price movements to an event Share price movements to an event Observations and conclusions Part 2 (1)Share price of 2012 - 2016 (2)Average and standard deviation of month total shareholder returns (TSR) Part 3 (1)Beta value capital pricing model Introduction Part 1 a) Companies chosen and rationale choice Marks and spencer (M&S)are one of the UK's leading retailers, selling Womenswear, Lingerie, Menswear, Kidswear, Beauty and Home product . As a comparator the report will also include Asos as another company to be comparing the performance. Asos is the best match for M&S. They are both similar in many different aspects. Add more Explain the reasons behind your choice - if that was due to industry factors then talking about the industry is relevant. b) Share price movements to an eventFind out one off event that made an impact on share price. You will need 2 events to see how they react to each The easiest way to find an event is to look at the share price - spot a big drop or increase - note the date and then search for news reports about the company that day. Marks & Spencer plc - Share Prices Share Prices 700 600 500 400 300 200 100 - Months 2016 2015 Marks & Spencer- 2015-2016 On Wed 25 My 2016 More than 700m wiped off market value after CEO Steve Rowe says recovery plan for clothes division will leave hole in profits. http://www.express.co.uk/finance/city/673635/Marks-and-Spencer-share-price-plungeamid-pledge-to-slash-clothes-costs https://www.theguardian.com/business/2016/jul/07/marks-spencer-suffers-big-fall-inclothing-sales http://www.independent.co.ukews/businessews/marks-spencer-shares-fall-as-plan-torevive-clothing-hits-profits-a7047636.html Asos plc- Share Prices Share Price 8000 7000 6000 5000 4000 3000 2000 1000 0 Month 2015 2014 e) Share price movements to an event-Marks& spencer Asos- 2014-2015 ASOS had suffered substantial damage to stock when a fire erupted at their main warehouse on 21 June 2014. https://www.theguardian.com/business/2014/sep/16/asos-shares-plummet-14-percentprofit https://www.theguardian.com/business/2014/jun/23/asos-takes-orders-again-warehousefire https://www.ft.com/content/3ddeae20-ec7a-11e3-8963-00144feabdc0 f) Observations and conclusions Depends on how the market responded to the event -did it incorporate the new info quickly. Part 2 (1)Share price of Asos & M&S You have been asked to calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. So 5 years = 60 months. (2)Average and standard deviation of month total shareholder returns (TSR) M&S You need an average of monthly total shareholder return (TSR) over the five years and standard deviation of monthly total shareholder return (TSR) over the five years. There will be one average and one SD. "You will need to summarise your calculations in the report & interpret etc & explain your process eg what a TSR is etc By summarise your calculations - I meant present the final results in the main report - eg. in a table (your main calculations will be in an appendix) You may want to explain the process of how you calculated the TSR and incorporated the dividends etc if it isn't obvious from your calculations. You need to make clear - that you understood what you were doing in the calculations. Part 3 (1)Beta value capital pricing model No calculation require for beta value- just need to find one Question a) Using 2 companies of your choice, illustrate the efficiency or lack of efficiency in the markets (25 marks) Marking scheme o o o Companies chosen and rationale for choice (5 marks) Demonstrating share price movements (or no movement) to an event (10 marks) Interpreting observations & conclusion (10 marks) b) Using one of the companies you have identified in part a), present a chart that you have prepared (do not copy and paste from a website) of their share price over the past five years, and calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. Credit is given for correctly incorporating dividend payments into your calculations. In an appendix include the actual data, correctly sourced and referenced and show your workings. (10 marks) Marking Scheme Marks & Spencer o o o o Correct data sourced, referenced in the report and presented [2 marks] Chart correctly presented with clear titling and labelling [3 marks] Correct calculations of monthly return & standard deviation [3 marks] Correct incorporation of dividends into calculations [2 marks] c) Using the two companies chosen above, find the beta value for each and explain the significance in the context of the capital asset pricing model. You may wish to use a graph to demonstrate your findings (15 marks) o o o Explanation & significance of CAPM [5 marks] Correct identification of beta for 2 companies chosen [5 marks] Interpreting observations and explaining meaning [5 marks] Submission: Your work should be in report style format, appropriately sourced and referenced using Harvard format. The total word limit is 1250 words excluding any appendices, bibliography, graphs or charts. There is an allowance of +/-10%. \fGuideline- Things to add in the answer Part 1 a) Companies chosen and rationale choice Marks and spencer (M&S)are one of the UK's leading retailers, selling Womenswear, Lingerie, Menswear, Kidswear, Beauty and Home product . As a comparator the report will also include Asos as another company to be comparing the performance. Asos is the best match for M&S. They are both similar in many different aspects. Add more Explain the reasons behind your choice - if that was due to industry factors then talking about the industry is relevant. b) Share price movements to an eventFind out one off event that made an impact on share price. You will need 2 events to see how they react to each The easiest way to find an event is to look at the share price - spot a big drop or increase - note the date and then search for news reports about the company that day. Marks & Spencer plc - Share Prices Share Prices 700 600 500 400 300 200 100 - Months 2016 2015 Marks & Spencer- 2015-2016 On Wed 25 My 2016 More than 700m wiped off market value after CEO Steve Rowe says recovery plan for clothes division will leave hole in profits. http://www.express.co.uk/finance/city/673635/Marks-and-Spencer-share-price-plungeamid-pledge-to-slash-clothes-costs https://www.theguardian.com/business/2016/jul/07/marks-spencer-suffers-big-fall-inclothing-sales http://www.independent.co.ukews/businessews/marks-spencer-shares-fall-as-plan-torevive-clothing-hits-profits-a7047636.html Asos plc- Share Prices Share Price 8000 7000 6000 5000 4000 3000 2000 1000 0 Month 2015 2014 a) Share price movements to an event-Marks& spencer Asos- 2014-2015 ASOS had suffered substantial damage to stock when a fire erupted at their main warehouse on 21 June 2014. https://www.theguardian.com/business/2014/sep/16/asos-shares-plummet-14-percentprofit https://www.theguardian.com/business/2014/jun/23/asos-takes-orders-again-warehousefire https://www.ft.com/content/3ddeae20-ec7a-11e3-8963-00144feabdc0 b) Observations and conclusions Depends on how the market responded to the event -did it incorporate the new info quickly. Part 2 (1)Share price of Asos & M&S You have been asked to calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. So 5 years = 60 months. (2)Average and standard deviation of month total shareholder returns (TSR) M&S You need an average of monthly total shareholder return (TSR) over the five years and standard deviation of monthly total shareholder return (TSR) over the five years. There will be one average and one SD. "You will need to summarise your calculations in the report & interpret etc & explain your process eg what a TSR is etc By summarise your calculations - I meant present the final results in the main report - eg. in a table (your main calculations will be in an appendix) You may want to explain the process of how you calculated the TSR and incorporated the dividends etc if it isn't obvious from your calculations. You need to make clear - that you understood what you were doing in the calculations. Part 3 (1)Beta value capital pricing model No calculation require for beta value- just need to find one Question a) Using 2 companies of your choice, illustrate the efficiency or lack of efficiency in the markets (25 marks) Marking scheme o o o Companies chosen and rationale for choice (5 marks) Demonstrating share price movements (or no movement) to an event (10 marks) Interpreting observations & conclusion (10 marks) b) Using one of the companies you have identified in part a), present a chart that you have prepared (do not copy and paste from a website) of their share price over the past five years, and calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. Credit is given for correctly incorporating dividend payments into your calculations. In an appendix include the actual data, correctly sourced and referenced and show your workings. (10 marks) Marking Scheme Marks & Spencer o o o o Correct data sourced, referenced in the report and presented [2 marks] Chart correctly presented with clear titling and labelling [3 marks] Correct calculations of monthly return & standard deviation [3 marks] Correct incorporation of dividends into calculations [2 marks] c) Using the two companies chosen above, find the beta value for each and explain the significance in the context of the capital asset pricing model. You may wish to use a graph to demonstrate your findings (15 marks) o o o Explanation & significance of CAPM [5 marks] Correct identification of beta for 2 companies chosen [5 marks] Interpreting observations and explaining meaning [5 marks] Submission: Your work should be in report style format, appropriately sourced and referenced using Harvard format. The total word limit is 1250 words excluding any appendices, bibliography, graphs or charts. There is an allowance of +/-10%. Question a) Using 2 companies of your choice, illustrate the efficiency or lack of efficiency in the markets (25 marks) Marking scheme Companies chosen and rationale for choice (5 marks) (M&S and Asos-Both in the retail sector etc.) Demonstrating share price movements (or no movement) to an event (10 marks) (I've added the graph just need to explain it ) Interpreting observations & conclusion (10 marks)(Need help) o o o b) Using one of the companies you have identified in part a), present a chart that you have prepared (do not copy and paste from a website) of their share price over the past five years, and calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. Credit is given for correctly incorporating dividend payments into your calculations. In an appendix include the actual data, correctly sourced and referenced and show your workings. (10 marks) Marking Scheme Marks & Spencer o o o o Correct data sourced, referenced in the report and presented [2 marks] (Completed in the excel spreadsheet) Chart correctly presented with clear titling and labelling [3 marks] (Completed in excel spreadsheet) Correct calculations of monthly return & standard deviation [3 marks] (Need assistance cannot calculate) only for M&S Correct incorporation of dividends into calculations [2 marks] (Need assistance) Only for m&s c) Using the two companies chosen above, find the beta value for each and explain the significance in the context of the capital asset pricing model. You may wish to use a graph to demonstrate your findings (15 marks) o o o Explanation & significance of CAPM [5 marks] (Need assistance) Correct identification of beta for 2 companies chosen [5 marks] (Need assistance) Interpreting observations and explaining meaning [5 marks] (Need assistance) Submission: Your work should be in report style format, appropriately sourced and referenced using Harvard format. The total word limit is 1250 words excluding any appendices, bibliography, graphs or charts. There is an allowance of +/-10%. Layout & Content Part 1 a) Companies chosen and rationale choice Marks and spencer (M&S)are one of the UK's leading retailers, selling Womenswear, Lingerie, Menswear, Kidswear, Beauty and Home product . As a comparator the report will also include Asos as another company to be comparing the performance. Asos is the best match for M&S. They are both similar in many different aspects. Add more Explain the reasons behind your choice - if that was due to industry factors then talking about the industry is relevant. b) Share price movements to an eventFind out one off event that made an impact on share price. You will need 2 events to see how they react to each The easiest way to find an event is to look at the share price - spot a big drop or increase - note the date and then search for news reports about the company that day. Marks & Spencer plc - Share Prices Share Prices 700 600 500 400 300 200 100 - Months 2016 2015 Marks & Spencer- 2015-2016 On Wed 25 My 2016 More than 700m wiped off market value after CEO Steve Rowe says recovery plan for clothes division will leave hole in profits. http://www.express.co.uk/finance/city/673635/Marks-and-Spencer-share-price-plungeamid-pledge-to-slash-clothes-costs https://www.theguardian.com/business/2016/jul/07/marks-spencer-suffers-big-fall-inclothing-sales http://www.independent.co.ukews/businessews/marks-spencer-shares-fall-as-plan-torevive-clothing-hits-profits-a7047636.html Asos plc- Share Prices Share Price 8000 7000 6000 5000 4000 3000 2000 1000 0 Month 2015 2014 a) Share price movements to an event Asos- 2014-2015 ASOS had suffered substantial damage to stock when a fire erupted at their main warehouse on 21 June 2014. https://www.theguardian.com/business/2014/sep/16/asos-shares-plummet-14-percentprofit https://www.theguardian.com/business/2014/jun/23/asos-takes-orders-again-warehousefire https://www.ft.com/content/3ddeae20-ec7a-11e3-8963-00144feabdc0 b) Observations and conclusions Depends on how the market responded to the event -did it incorporate the new info quickly. Part 2 (1)Share price of Asos & M&S You have been asked to calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. So 5 years = 60 months. (2)Average and standard deviation of month total shareholder returns (TSR) M&S You need an average of monthly total shareholder return (TSR) over the five years and standard deviation of monthly total shareholder return (TSR) over the five years. There will be one average and one SD. "You will need to summarise your calculations in the report & interpret etc & explain your process eg what a TSR is etc By summarise your calculations - I meant present the final results in the main report - eg. in a table (your main calculations will be in an appendix) You may want to explain the process of how you calculated the TSR and incorporated the dividends etc if it isn't obvious from your calculations. You need to make clear - that you understood what you were doing in the calculations. Part 3 (1)Beta value capital pricing model No calculation require for beta value- just need to find one Question a) Using 2 companies of your choice, illustrate the efficiency or lack of efficiency in the markets (25 marks) Marking scheme Companies chosen and rationale for choice (5 marks) (M&S and Asos-Both in the retail sector etc.) Demonstrating share price movements (or no movement) to an event (10 marks) (I've added the graph just need to explain it ) Interpreting observations & conclusion (10 marks)(Need help) o o o b) Using one of the companies you have identified in part a), present a chart that you have prepared (do not copy and paste from a website) of their share price over the past five years, and calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. Credit is given for correctly incorporating dividend payments into your calculations. In an appendix include the actual data, correctly sourced and referenced and show your workings. (10 marks) Marking Scheme Marks & Spencer o o o o Correct data sourced, referenced in the report and presented [2 marks] (Completed in the excel spreadsheet) Chart correctly presented with clear titling and labelling [3 marks] (Completed in excel spreadsheet) Correct calculations of monthly return & standard deviation [3 marks] (Need assistance cannot calculate) only for M&S Correct incorporation of dividends into calculations [2 marks] (Need assistance) Only for m&s c) Using the two companies chosen above, find the beta value for each and explain the significance in the context of the capital asset pricing model. You may wish to use a graph to demonstrate your findings (15 marks) o o o Explanation & significance of CAPM [5 marks] (Need assistance) Correct identification of beta for 2 companies chosen [5 marks] (Need assistance) Interpreting observations and explaining meaning [5 marks] (Need assistance) Submission: Your work should be in report style format, appropriately sourced and referenced using Harvard format. The total word limit is 1250 words excluding any appendices, bibliography, graphs or charts. There is an allowance of +/-10%. Layout & Content Part 1 a) Companies chosen and rationale choice Marks and spencer (M&S)are one of the UK's leading retailers, selling Womenswear, Lingerie, Menswear, Kidswear, Beauty and Home product . As a comparator the report will also include Asos as another company to be comparing the performance. Asos is the best match for M&S. They are both similar in many different aspects. Add more Explain the reasons behind your choice - if that was due to industry factors then talking about the industry is relevant. b) Share price movements to an eventFind out one off event that made an impact on share price. You will need 2 events to see how they react to each The easiest way to find an event is to look at the share price - spot a big drop or increase - note the date and then search for news reports about the company that day. Marks & Spencer plc - Share Prices Share Prices 700 600 500 400 300 200 100 - Months 2016 2015 Marks & Spencer- 2015-2016 On Wed 25 My 2016 More than 700m wiped off market value after CEO Steve Rowe says recovery plan for clothes division will leave hole in profits. http://www.express.co.uk/finance/city/673635/Marks-and-Spencer-share-price-plungeamid-pledge-to-slash-clothes-costs https://www.theguardian.com/business/2016/jul/07/marks-spencer-suffers-big-fall-inclothing-sales http://www.independent.co.ukews/businessews/marks-spencer-shares-fall-as-plan-torevive-clothing-hits-profits-a7047636.html Asos plc- Share Prices Share Price 8000 7000 6000 5000 4000 3000 2000 1000 0 Month 2015 2014 a) Share price movements to an event Asos- 2014-2015 ASOS had suffered substantial damage to stock when a fire erupted at their main warehouse on 21 June 2014. https://www.theguardian.com/business/2014/sep/16/asos-shares-plummet-14-percentprofit https://www.theguardian.com/business/2014/jun/23/asos-takes-orders-again-warehousefire https://www.ft.com/content/3ddeae20-ec7a-11e3-8963-00144feabdc0 b) Observations and conclusions Depends on how the market responded to the event -did it incorporate the new info quickly. Part 2 (1)Share price of Asos & M&S- I have inserted share price for both companies in the excel file. You have been asked to calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. So 5 years = 60 months. (2)Average and standard deviation of month total shareholder returns (TSR) Only for M&S You need an average of monthly total shareholder return (TSR) over the five years and standard deviation of monthly total shareholder return (TSR) over the five years. There will be one average and one SD. "You will need to summarise your calculations in the report & interpret etc & explain your process eg what a TSR is etc By summarise your calculations - I meant present the final results in the main report - eg. in a table (your main calculations will be in an appendix) You may want to explain the process of how you calculated the TSR and incorporated the dividends etc if it isn't obvious from your calculations. You need to make clear - that you understood what you were doing in the calculations. Part 3 (1)Beta value capital pricing model No calculation require for beta value- just need to find one Question a) Using 2 companies of your choice, illustrate the efficiency or lack of efficiency in the markets (25 marks) Marking scheme Companies chosen and rationale for choice (5 marks) (M&S and Asos-Both in the retail sector etc.) Demonstrating share price movements (or no movement) to an event (10 marks) (I've added the graph just need to explain it ) Interpreting observations & conclusion (10 marks)(Need help) o o o b) Using one of the companies you have identified in part a), present a chart that you have prepared (do not copy and paste from a website) of their share price over the past five years, and calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. Credit is given for correctly incorporating dividend payments into your calculations. In an appendix include the actual data, correctly sourced and referenced and show your workings. (10 marks) Marking Scheme Marks & Spencer o o o o Correct data sourced, referenced in the report and presented [2 marks] (Completed in the excel spreadsheet) Chart correctly presented with clear titling and labelling [3 marks] (Completed in excel spreadsheet) Correct calculations of monthly return & standard deviation [3 marks] (Need assistance cannot calculate) only for M&S Correct incorporation of dividends into calculations [2 marks] (Need assistance) Only for m&s c) Using the two companies chosen above, find the beta value for each and explain the significance in the context of the capital asset pricing model. You may wish to use a graph to demonstrate your findings (15 marks) o o o Explanation & significance of CAPM [5 marks] (Need assistance) Correct identification of beta for 2 companies chosen [5 marks] (Need assistance) Interpreting observations and explaining meaning [5 marks] (Need assistance) Submission: Your work should be in report style format, appropriately sourced and referenced using Harvard format. The total word limit is 1250 words excluding any appendices, bibliography, graphs or charts. There is an allowance of +/-10%. Layout & Content Part 1 a) Companies chosen and rationale choice Marks and spencer (M&S)are one of the UK's leading retailers, selling Womenswear, Lingerie, Menswear, Kidswear, Beauty and Home product . As a comparator the report will also include Asos as another company to be comparing the performance. Asos is the best match for M&S. They are both similar in many different aspects. Add more Explain the reasons behind your choice - if that was due to industry factors then talking about the industry is relevant. b) Share price movements to an eventFind out one off event that made an impact on share price. You will need 2 events to see how they react to each The easiest way to find an event is to look at the share price - spot a big drop or increase - note the date and then search for news reports about the company that day. Marks & Spencer plc - Share Prices Share Prices 700 600 500 400 300 200 100 - Months 2016 2015 Marks & Spencer- 2015-2016 On Wed 25 My 2016 More than 700m wiped off market value after CEO Steve Rowe says recovery plan for clothes division will leave hole in profits. http://www.express.co.uk/finance/city/673635/Marks-and-Spencer-share-price-plungeamid-pledge-to-slash-clothes-costs https://www.theguardian.com/business/2016/jul/07/marks-spencer-suffers-big-fall-inclothing-sales http://www.independent.co.ukews/businessews/marks-spencer-shares-fall-as-plan-torevive-clothing-hits-profits-a7047636.html Asos plc- Share Prices Share Price 8000 7000 6000 5000 4000 3000 2000 1000 0 Month 2015 2014 a) Share price movements to an event Asos- 2014-2015 ASOS had suffered substantial damage to stock when a fire erupted at their main warehouse on 21 June 2014. https://www.theguardian.com/business/2014/sep/16/asos-shares-plummet-14-percentprofit https://www.theguardian.com/business/2014/jun/23/asos-takes-orders-again-warehousefire https://www.ft.com/content/3ddeae20-ec7a-11e3-8963-00144feabdc0 b) Observations and conclusions Depends on how the market responded to the event -did it incorporate the new info quickly. Part 2 (1)Share price of Asos & M&S- I have inserted share price for both companies in the excel file. You have been asked to calculate the average and standard deviation of monthly total shareholder return (TSR) over the five years. So 5 years = 60 months. (2)Average and standard deviation of month total shareholder returns (TSR) Only for M&S You need an average of monthly total shareholder return (TSR) over the five years and standard deviation of monthly total shareholder return (TSR) over the five years. There will be one average and one SD. "You will need to summarise your calculations in the report & interpret etc & explain your process eg what a TSR is etc By summarise your calculations - I meant present the final results in the main report - eg. in a table (your main calculations will be in an appendix) You may want to explain the process of how you calculated the TSR and incorporated the dividends etc if it isn't obvious from your calculations. You need to make clear - that you understood what you were doing in the calculations. Part 3 (1)Beta value capital pricing model No calculation require for beta value- just need to find oneStep by Step Solution
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