The company is CSL Limited.

employed. In this assignment, we are only going to coengare CAPM with DGM. Your investigation into the type of iavestors of your coarpany will assist in determining whether CAPM sheuld be relied upon. Focus your attention on identifying non-marginal investors; founders, insiders, directors, related coenganies like supplien. Provide evidence of your sesearch. Individual names, family trusts, private companies (mostly), share plans and DRPs are all non-marginals. When there is a high percentage of non-marginal investors, other calculation methods (sach as DGM) must be considered on top of CAPM. No marks are awarled for ideatifying marginal investors. Nomminces, custodians, banks and investment companies are all maryinal investors; ignore them. Make sure yoe create a table listing the pereentage of marginal vs non-marginal and then discuss. State clearly your assumptions of investors cutside the fop 20. Please go through the checklist at the bottom of this page before you commence your assignment. Australia based students must NOT select Domino's Piza (DMP), BHP Group L.tu (BHP), Fontescue Metals Group Limited (FMG), Wesfarmers (WES), Telstra (TLS), JBHiFi (JBH), Woolworths (WOW), banks, insurance companies, REITs and investment companies, If you are unsare, please check with your tutorilecturer during tutorial / lecture / consultation houn. The purpose of this assignment is to use your acquired knowledge from this unit to investigate the financial strength of a public listed company. Your research should cover the following 4 parts: - Shareholder analysis (15\%) - Who are the owners of the company and the implication to the choice of methods used to calculate the cost of return. - Risk-return analysis (15\%) - Analyse the return received over the market for the apparent risks identified in the company. - Cost of capital (40%) - Calculate the cost of capital using various methods and analyse your findings. - Financial statement analysis (30\%) - Determine the future of the company by analysing the performance of the company. In each of these parts, you ate to report your findings using the format provided below. If the information is not from the company's annual report, you will have to provide details on - where you sourced the information; and - comment on how you have verified its reliability. If the information is from the annual report, you do not need to reference, but you have to include the page number of the annual repert from which the information has been taken from, for example: (pg XX). The assignment must be written completely by you and your group members. You are not to purchase or reproduce commercial stock reports. 5. Refinitiv (Thomson Reuters) Workspace All students will have their own log in details of Refinitiv (Thomson Reuters) Workspace (by week 3). This is a web-based database that are extensively used in the industry and will add value if you could develop some expertise in using it. The UC will make a recorded workshop available in the iLecture tab by week 4. You are also welcomed to email UC if you need more assistance in using the database. whethm C.APM should be nobd upen. meadod for iblatifying marginal iavrolse. wowe fuen. 2. Misk-fqnaro asafysis guade Sease clcarly your ammphisse of invents inmudc the ap 20 : 1. Hoh-rrtars anafyaly roide - Pessipustit - Arravented - Deuratisa of the propatin. Pryese? 1 toviounly. 3. Cont of capital raike B. If calraletieas Bue the fotiva ary frowalar 4=49+ Dis ass ischulc froveng codes. Ro is the begisniag poce withe share of the ieponting peried. Whe poffe aftor las for not inwore Gigurem Finsial Rubient the main gnas Vee R.PS asanest herganie. St kection of Re calcalation [encerent V inarcial sewement analy ain buider R alculether monqutnie - 1aif Minrem - Inczation Ternowar - Wusing Cap Tumars - Srues (iexire (TI E) - Courcest ration - Cuack rater - 1.VI | a Pil ratal - RON + Asiel 1efaser * Chporating poitit rarra + RIVE - Amaritanioser - Fipery mentrelar roport where you cotaincket the figures. Time oriew analy istion in ublick ond dispteth. annes and crustectowi Roye in ailis ROA=(TotalArselsSales)(SalesNetIncome+Aflertarintencaf) You must do a time series and cross-sectional Du Pont analysis. In your discussion, you have to identify specific events, actions or decisions of the company that resulted in the changes in the ratios. Based on your understanding of the company, what are the challenges or areas that the company should work on? employed. In this assignment, we are only going to coengare CAPM with DGM. Your investigation into the type of iavestors of your coarpany will assist in determining whether CAPM sheuld be relied upon. Focus your attention on identifying non-marginal investors; founders, insiders, directors, related coenganies like supplien. Provide evidence of your sesearch. Individual names, family trusts, private companies (mostly), share plans and DRPs are all non-marginals. When there is a high percentage of non-marginal investors, other calculation methods (sach as DGM) must be considered on top of CAPM. No marks are awarled for ideatifying marginal investors. Nomminces, custodians, banks and investment companies are all maryinal investors; ignore them. Make sure yoe create a table listing the pereentage of marginal vs non-marginal and then discuss. State clearly your assumptions of investors cutside the fop 20. Please go through the checklist at the bottom of this page before you commence your assignment. Australia based students must NOT select Domino's Piza (DMP), BHP Group L.tu (BHP), Fontescue Metals Group Limited (FMG), Wesfarmers (WES), Telstra (TLS), JBHiFi (JBH), Woolworths (WOW), banks, insurance companies, REITs and investment companies, If you are unsare, please check with your tutorilecturer during tutorial / lecture / consultation houn. The purpose of this assignment is to use your acquired knowledge from this unit to investigate the financial strength of a public listed company. Your research should cover the following 4 parts: - Shareholder analysis (15\%) - Who are the owners of the company and the implication to the choice of methods used to calculate the cost of return. - Risk-return analysis (15\%) - Analyse the return received over the market for the apparent risks identified in the company. - Cost of capital (40%) - Calculate the cost of capital using various methods and analyse your findings. - Financial statement analysis (30\%) - Determine the future of the company by analysing the performance of the company. In each of these parts, you ate to report your findings using the format provided below. If the information is not from the company's annual report, you will have to provide details on - where you sourced the information; and - comment on how you have verified its reliability. If the information is from the annual report, you do not need to reference, but you have to include the page number of the annual repert from which the information has been taken from, for example: (pg XX). The assignment must be written completely by you and your group members. You are not to purchase or reproduce commercial stock reports. 5. Refinitiv (Thomson Reuters) Workspace All students will have their own log in details of Refinitiv (Thomson Reuters) Workspace (by week 3). This is a web-based database that are extensively used in the industry and will add value if you could develop some expertise in using it. The UC will make a recorded workshop available in the iLecture tab by week 4. You are also welcomed to email UC if you need more assistance in using the database. whethm C.APM should be nobd upen. meadod for iblatifying marginal iavrolse. wowe fuen. 2. Misk-fqnaro asafysis guade Sease clcarly your ammphisse of invents inmudc the ap 20 : 1. Hoh-rrtars anafyaly roide - Pessipustit - Arravented - Deuratisa of the propatin. Pryese? 1 toviounly. 3. Cont of capital raike B. If calraletieas Bue the fotiva ary frowalar 4=49+ Dis ass ischulc froveng codes. Ro is the begisniag poce withe share of the ieponting peried. Whe poffe aftor las for not inwore Gigurem Finsial Rubient the main gnas Vee R.PS asanest herganie. St kection of Re calcalation [encerent V inarcial sewement analy ain buider R alculether monqutnie - 1aif Minrem - Inczation Ternowar - Wusing Cap Tumars - Srues (iexire (TI E) - Courcest ration - Cuack rater - 1.VI | a Pil ratal - RON + Asiel 1efaser * Chporating poitit rarra + RIVE - Amaritanioser - Fipery mentrelar roport where you cotaincket the figures. Time oriew analy istion in ublick ond dispteth. annes and crustectowi Roye in ailis ROA=(TotalArselsSales)(SalesNetIncome+Aflertarintencaf) You must do a time series and cross-sectional Du Pont analysis. In your discussion, you have to identify specific events, actions or decisions of the company that resulted in the changes in the ratios. Based on your understanding of the company, what are the challenges or areas that the company should work on