Answered step by step
Verified Expert Solution
Link Copied!

Question

00
1 Approved Answer

Only do D and E (For Alibaba Group company) (make your own Financial and other details required for making analysis) Design a screening tool for

image text in transcribedOnly do D and E (For Alibaba Group company)

(make your own Financial and other details required for making analysis)

Design a screening tool for portfolio management If you select topic a. or b., you will perform an investment analysis on the selected security. The investment analysis will include what you learn from your text and classes. The purpose is to demonstrate whether this listed security is worth investing in, thus a recommendation on the security must be made. Recommendations include primarily Buy, Hold and Sell. The investment analysis will include the following parts: Security description - Background and business Macro environment - a brief analysis on the economic/ policy condition that could affect the security, and the industry the security is in. The industry analysis should indicate the presence or absence of growth opportunity (or advantages and disadvantages) for the security Micro environment - competition and the company's market position, etc. Company's financial and operating health Valuation - for bond, the valuation may include own expectation on interest rates and risk; for equities, at least two valuation methods should be included Recommendation - must be a natural conclusion (Buy, sell or Hold) from the above analysis Please note that for both bond and stock, the same content applies. Design a screening tool for portfolio management If you select topic a. or b., you will perform an investment analysis on the selected security. The investment analysis will include what you learn from your text and classes. The purpose is to demonstrate whether this listed security is worth investing in, thus a recommendation on the security must be made. Recommendations include primarily Buy, Hold and Sell. The investment analysis will include the following parts: Security description - Background and business Macro environment - a brief analysis on the economic/ policy condition that could affect the security, and the industry the security is in. The industry analysis should indicate the presence or absence of growth opportunity (or advantages and disadvantages) for the security Micro environment - competition and the company's market position, etc. Company's financial and operating health Valuation - for bond, the valuation may include own expectation on interest rates and risk; for equities, at least two valuation methods should be included Recommendation - must be a natural conclusion (Buy, sell or Hold) from the above analysis Please note that for both bond and stock, the same content applies

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access with AI-Powered Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Students also viewed these Finance questions