M01 101' ASSIGHHEHTMARHIHG SCHEME FOR 3 COMPANIES SEMESTER .2 Ir" 20115 Student Name III] Student Name III] Student Name III] Tutor Required Rem .- Descrrprm orEacncompa-nr '- Gen 0! Share Prr'ces ova-mm orsnareeroeemrmanoe GaIcuIatIon Of Gain Or Less On PdrIfoIIo 5 Recorn rnendatro'r On Sr'rare PortfoIr'o 5 TOTAL 55 _ Marks -- Kerrrnancramara Tame RatIoAnaIysr'S 36 TOTAL 35 GENERAL PRESENTATION Referencing- USIng Harvard References ctherInan textbook and Sumac! Resource MbrkoooIr GompIereIAIpnaceIIcaI By SurnamefProperFormar FormatandPresenIaIIon Report Forma tr' TypedICotrer Page r' Tapr'e OI Con ten IS I Page Numbers I" SpeIIIngr'Engr'r'Srr Expressr'onr' ComparaIr've TabIeSfProfeSSr'onaI Presentatr'cn f lrlrbrd Lr'mr't Appendices ConaoIIdated Income Statementand Bafarrce sneetforeacn company an a_II reIemrantfr'gureSnIgIrIIgnIed TOTAL MARKS 1' DO LATEFENALTY... 5 Late PEnaII'y sucrnr'fted after WEEK 1'\"!- 3 OOI'ODET 2017 foreacn day Iate. The standardpen fty TD!" Iate submission WW] OUT-31'? approvedsnort 5%penafqr BXFEI'IEIOH WIJ'I DE 5% Of The totaIpossr't-Ie mark per worIrr'ng day. If suomr'ssr'on Is OVEI'UUE by more Inan FER {T 0) working days WE WINK WIN ITO? be assessed. Hum-momma \"- S CONVERSION TO 15% or: ASSESSMENT - PIART 2 GOIHPANY RESEIIIRI.':.'HIr GRAFI-IS I INVESTOR INFORMATION. I Tera-I 55M rIrsI Ii'escnT . tr'cn OfEaeIr Com . an 3. 33 marks foreach co . an * re marairs. mam -- 2. Name or GnIefErecutfue (3er or Mane In a Dr'rector __ 3.3aIarjr of ~3th Executr've Ofcer for Managr'ng DIrectoI" _-_ 4ProfIthoSS After Tax from 2-31 AnnuaI Report consoIIdated fr'gures _-_ 5.I_atestDIvIdend Par'd Dr'ddend Per Share and Date Par'd __ Sr'ze By TotaIAssets 201d AnnuaI Report consoIIdated gures --- --- A e BuerneSS Ir'nIr P'k nn nunI... t..- nut-.5... .d A... n _ n E "nan-.1 I musn n n "nu... "Hula Sn- nnrn' n \"at...\" n...l \"Hr-.3 7 v... \"tamIn..nnnr \fBAD1101 ACCOUNTING FDR DECISION MAKING SEMESTER 2 l' 2013 MAJORASSIGNMENT DECISION MAKING IN THE SHAREIII'IARKET SUBMIT IN TUTORIAL : Part 1 Weeks 13 August 2018 SUBMITIN "TUTORIAL PaItZands Week\" '15t 01210032618 Myer Holdings Limited AGL Energy Limited Qantas Airwa s iJmited m- Su oer Retaii Grou I Crown Resorts Ltd Seek Limited SEK FIHBHCIEI information and III'IKS 10 \"1353 companies I'I'IEljpI be RECESSEU 111 [011911 WESXEDI'I'IEU PART 1 SHAREHARKEI' ASSIGNMENT SHEEI' - oomglete and submit sheets on 9.5-? Select a share portfolio consisting of one company from each group listed above. The total value ofyour portfolo should add up to $10,000 worth of shares for group of 2 students or 31 5,000 worth of shares for group of 3 students based on the closing share prices posted on the ASX website on Friday 10 August 201 8. Check after 6pm to ensure that the latest price has been updated. During the tracking period, Friday 10 August 201 B to Friday i' September 201 8, your team is to monitor the performance of the shares and the overall performance of the Australian sharemarket. Can you maximize the value of your share porttoio? PART 2 BUMPANY RESEARCH I GRAPHS I INVESTOR INFDRHATION [55 marks] [A] Abriefdescription of each company in your team's portfoio. It should be presented as a comparative table and should include: Products And Servioes Provided By The Company [brief outline] Name Of Chief Executive Dfoer[or Managing Director] Salary of Chief Executive IDfcer [or Managing Director] Profit:r Loss after Tar: from 201 0 Annual Report for the full financial year consolidated fig ures Latest Dividend Paid Dividend Per Share and Date Paid Size Of The Business By Total Assets from 2018 Annual Report consolidated figures. Number Oi Employees Share Pnoe 52 week High And Low atthe end oftrading on 1' September 201 Bfrom The Age Business section link below: http:iimarkets.theage.com.auiappsiotlindexac [100 words maximum for each company] [10 marks] [B] for each of your shares. information should be shown in atable with separate columns for Date and Closing Price {$3. Copy and Paste Excel Tables and Graphs into a 1Iiliord Document to include in your report. [10 marks] [0] be aware of penalties for Plagiarism. See "Harvard Referencing " links on ElAO1101 website. [300 words maximum for each company and comparison with the All Ordinaries Index] [25 marks] [D] Calculate the Gain or Loss made on your portfolio dunng the tracking period. [5 marks] [E] Provide a recommendation [0 uytr sell i hold] for each of your shares. Support each recommendation with relevant information you have found in Part [C]. [50 words maximum for each company] [5 marks] PART 3 IDENTIFICATI'DII OF KEY FINANCIAL DATA AND IlATIIIII ANALYSIS I35 marksl [A] IDENTIFICATION OF I'KE'Ir FINANCIAL DATA For each company you have selected, complete the following table of Key Financial Data. Find the gures fromthe 201 T Annual Report with results for the full financial year for \"E July 2011't0 30 June 2018 The \"consolidated" figures are required. Company 1 Company 2 Company a [from Group 1] [from Group 2] For Teams at? [from Group 2 or Gil-pupa] Revenue ! Saies Inte rest Ex - ense EBIT Net Prot Before Tax Net Profit AfterTai-i CurrentAssets Total Assets Curre nt Liabilities Total Liabilities Total Equity References are required to identify the source of all gures in your table. Attach Consolidated income Statement and Balance Sheet for each company with relevant gures highlighted. This must be inciud ed in the appendix of your re port. [5 marks] [a] RATIO ANALYSIS From the I'CIE'IIII Financiai Data, CBICUIEIIE' FEIEUHI'II. [BIIDS provide an DVEWIEW Of EHCI'I company's:- *Profitabiiity *Stability *Liquidity At least 6 ratios for each company should be used for this overview. The ratios may vary depending on the availability of information provided in each company's Financiai Statements. For each of the headings iisted above, your overview sho uid: 1. Identify the name of the ratio used and interpret your results. 2. Provide an explanation of why these ratios may differ between your companies. 3. Which do you consider to be the better investment? Explain your reasoning. Referto your Subject Resource Workbook pt 36 to p.138 for formulae and interpretation. Please note that Topic 4 Ratio Anatysis and Interpretation will be covered in Weeks T and 8. Ail formulae and calculations must be cieariy shown. [300 words maximum for each company] {30 marks] GENERAL FRESEHTATIIDN Bibiiography Refere noes other than textbook and Su byect Resource Wontbooic 5, marlis Complete ! Aip nabeticai By Surname! Proper Format References Complete ! Proper Format Format and Presentation 4 marks Report Format! Typed ! Cover Page !Table Of Contents! Page Numbers! Spelling ! English Expression! Comparative Tabies! Professionai Presentation !Word IJmit Appendices 2 marks Consolidated Income Statement and Balance Sheet for each company with a_H reievantfigures highlighted LATE PENALTY '5 Late Penaity... sumft'tted after WEEK 11' begtnnii'ig 2 October 201'? tor each day late. The standardpehaity foriate suom!ss!on without an approved 5%penaf1y short extension w!!! be 5% o! the iota! possioie mark per working day. !! SUDI'P'HSSIOH IS DUEIUUE By MUI'IE than ten ('1' U} Wfktg days the WGFK Witt" not be assessed. lb This Assinnment Represents 15% of the Total Assessment for BAO'I 1o1 {a} Graphs - Share Prices and All Ordinades 12.5 males *3 graphs; +2.5 Presentation ro marks... Students are required to prepare theirown graphs using Errccl Students shoutf include all pricesper week. Graphs shouidha ve appropriate laoeisand scales. Marks should be subtracted forgraphs that are hard to read and interpret. Table with share prices of each company and All Drdinaries dates and value shouldbe included ESUDFFEC'I 2. 5 marks thDFE WITH share prices and AH Grdinaries dates and values HOHDCIUUED! [C] Overview OfShare Performance 1' Trend ofShare-marlret 25 marks... [:roo words maximum foreach company andcomparfson with the All Ordinaries = soc words] Description of the share price performance over the tracking period Description of the overall trend of the share-m arket Comparison ofshare perform ance With the All Drdinaries Evidence of research on the share price to be included in the appendix {bibliography {at least one relevant article for each ccmpan y scanned and neatiypresentem Analysis and interpretation of the evidence [D] Calculation Of Gain r'LoSS Dl'l' Portfolio 5 marks... Calculations tor each share shouldbe clean'y shown as_well as a portfolio total. [E] Recommendation an The on are Portfolio rso words each company = too IlrvordsjI 5 marks... Allocate up to 2.5 marks for a basic recommendatron with some logical support HRT 3 IDENTIFICATION OF KEY FINANCIAL DATA AND RATIDAHALYEIS... Total 35 Marks [A] KEY FINANCIAL DATA ** 5 moms Revenue-r\" Sales lnterestExpense EBlT NetProtltBetore Tax NetProtltAher Tax CUFFEHFASSEIS Total Assets GurrentLiahiilties Total Liabilities Total E o uit y \"[32 marks ff EEC\" item 1' 20 = 4 METRE; + {REF-EFEDGEJ'SDUFCE oitntorm ation = 1 mark} p3} narro ANALYSIS [soc words maximum foreach company] marl: shouldrefiect qualityofanswer Overview Of EEG\" company's . Protability . Stability 0 Liquidity identitythe name ol'ratr'o usedand interpret results. or marks Atleast 5 ratios in total should he used for this overview. Additional marks tor extra initiative. 5 maths Foreach ratio, explain Iluvhy they may differ oehveen your 2 companies. 5 maths identication otwhich company to be the betterinvestmentfexplain reasoning 5 maths All form ulae and calculations must he clea rly shown. 5 maths