Question
Prepare a report on any of the topics below: Prepare not more than two pages on the first (theoretical) part of the topic; Prepare the
Prepare a report on any of the topics below:
Prepare not more than two pages on the first (theoretical) part of the topic;
Prepare the second part of the topic. All calculations with formulas should be included in an excel sheet and submitted;
Sources of the theory/data/information should be mentioned.
Topics | ||
1. Liquidity ratios: | ||
- Liquidity ratios; | ||
- Select 3 publicly traded companies; Find their latest Financial Statements (Annual Report); Calculate liquidity ratios and make conclusions. | ||
2. Activity ratios and cash conversion cycle | ||
- Cash conversion cycle; Activity ratios. | ||
- Select 3 publicly traded companies; Find their latest Financial Statements (Annual Report); Calculate Activity ratios and make conclusions. | ||
3. Leverage/Debt/Solvency ratios | ||
- Main Leverage/Debt/Solvency ratios | ||
- Select 3 publicly traded companies; Find their latest Financial Statements (Annual Report); Calculate main Leverage/Debt/Solvency ratios and make conclusions. | ||
4. Profitability Ratios | ||
- Main Profitability ratios. | ||
- Select 3 publicly traded companies; Find their latest Financial Statements (Annual Report); Calculate Profitability ratios and make conclusions. | ||
5. Market Ratios | ||
- Market ratios. | ||
- Select 3 publicly traded companies; Find their latest Financial Statements (Annual Report); Calculate market ratios and make conclusions. | ||
6. Equity | ||
- Equity/Definitions/Types; Equity of private and publicly traded companies. | ||
- Select a popular publicly traded company; find on which stock market is it traded; find how large is its equity and price per share now; find when it had IPO and what was the price per share then; how large was its equity before IPO. | ||
7. Securities Exchanges | ||
- Securities Exchanges; Major Securities Exchanges; access of the individuals to the trading on Securities Exchanges; | ||
- Select any securities exchange; Find the number of companies traded on this exchange and average trading volume; Briefly describe the rules for companies willing to be listed on this exchange; What else behind equity is traded on this exchange? | ||
8. Commodity market | ||
- Commodity markets, Soft and hard commodities; Ways to invest in commodities; | ||
- Select any Commodity Fund: Describe its strategy (where does it invest?), financial results; how can an individual buy shares of this fund? | ||
9. Mergers and Acquisitions | ||
- Mergers and Acquisitions. Classification of M&As | ||
- Find one remarkable vertical merger during last 3 years. Describe the basic terms of the transaction. Find 2 publicly traded companies from the same industry/region as the acquired company. Find their P/E; P/B; P/CF for the period before the appropriate transaction. If takeover premium is 15%, what should be the acquisition price based on relative valuation. What was real transaction price (if data available) |
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