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Managerial Finance Investment Analysis Guide

This document outlines an assignment for a managerial finance course. Students must analyze a public firm listed on the Ho Chi Minh City Stock Exchange, NYSE, or NASDAQ and make a recommendation on whether to invest. The 6000-word report requires evaluating the firm's risk profile, shareholders, and investment choices. Students should address questions about ownership structure, risk and performance, investments, dividend policy, capital structure, and valuation to support their analysis and recommendation. The assignment aims to develop critical analytical skills and communicate findings clearly in a business report format.

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Hoang Phu
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31 views2 pages

Managerial Finance Investment Analysis Guide

This document outlines an assignment for a managerial finance course. Students must analyze a public firm listed on the Ho Chi Minh City Stock Exchange, NYSE, or NASDAQ and make a recommendation on whether to invest. The 6000-word report requires evaluating the firm's risk profile, shareholders, and investment choices. Students should address questions about ownership structure, risk and performance, investments, dividend policy, capital structure, and valuation to support their analysis and recommendation. The assignment aims to develop critical analytical skills and communicate findings clearly in a business report format.

Uploaded by

Hoang Phu
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

SEMESTER 2016

MANAGERIAL FINANCE
ASSIGNMENT (60%)
As a financial analyst, you have been asked to analyze a firm. Your task is to make a
recommendation as to whether or not to invest in this firm given the analysis you undertake.
Assignment format
Written report
o About 6000 words using size 12 Times New Roman. Not including tables and figures.
o Double spacing

Assignment details
This assignment provides an opportunity to get some practical experience in applying corporate
finance principles to real firms. In the process, you will get a chance to:
Evaluate the risk profile of the firm, and examine the sources of risk
Analyze the firms stockholders
Examine the firms investment choices

The firm
The firm must be listed on the Ho Chi Minh City Stock Exchange (VN100) or the New York
Stock Exchange (NYSE) or the National Association of Securities Dealers Automated Quotations
(NASDAQ).

Select a firm that has plenty of publicly available information

Objectives of assessment task:


Develop critical and analytical skills related to the topic areas addressed in the course
Develop various research synthesizing skills
Communicate clearly and effectively

Assessment guide:
The assignment is to be done individually
The assignment is to be presented as a business report. Your analysis should provide the support

for your recommendations.


The assessment criteria are attached

Questions to guide your analysis


1. Ownership structure
Who is the average investor in this firm? (Individual or pension fund, taxable or tax-exempt,
small or large, domestic or foreign)
Is this a company where there is a separation between management and ownership? If so, is
there evidence of conflict of interest between management and shareholders?

2. Risk and performance


What is the risk profile of your firm? (How much overall risk is there in this firm? Interest rate
risk, exchange rate risk, market risk, operational risk, and so on)?
Based on its stock price, do you think this company has performed well over the past five years
(please show the chart of the stock price in the past five years? Why)?

3. Investments
Is there a typical project for this firm? If yes, what would it look like in terms of life (long term
or short term), investment needs, and cash flow patterns?
How profitable are the projects that the firm has on its books currently?
Are the projects in the future likely to look like the projects in the past? Why or why not?

4. Dividend policy
. How did the firm conduct the dividend policy in the past five years? Is it good or bad, why?

5. Capital structure
. Present capital structure of the firm; explain if that structure is good or bad, why? (student
should make comparison with the other firms in the same industry)

6. Valuation
Do you think that the firm is correctly valued by the market? Why?

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