In this assignment, students must select a publicly listed entity, perform fundamental analysis

and provide investment recommendations. The selected company can be one of the companies in

your investment competition portfolio.

Introduction (10%)

In this section, you must provide the company background, historical stock performance, and

relevant information to your recommendation.

Qualitative analysis (25%)

This section should analyze

• The current state of the economy and the economic implication to the financial market
• The opportunity and challenge of the industry the company operates in.
• The competitive advantages of the company
• Corporate governance and management team

Quantitative analysis (25%)

This section should provide

• Financial analysis - horizontal, vertical, ratio and Dupont analysis
• Valuation - DCF, DDM or Price Comparable
• Margin of Safety

Recommendation (30%)

This section provides your recommendation and reasoning to sell, hold or buy based on your

findings and analysis. You also address the issues and concerns with this business.