investment and financial analysis
ASSIGNMENT
ABMF 3043 INVESTMENT & FINANCIAL ANALYSIS
Topic: You are given RM 500,000 to invest in a stock listed on Bursa Malaysia. Select the stock that you will invest in.
Program
Finance and Investment
Tutorial class
Group 7
Tutor’s name
Mr. Liaw Saw Keong
Date of Submission
28th June 2013
Student’s Name
ID Number
1. Lim Shi Qin
11WBD02943
2. Chan Shi Yoon
11WBD04413
3. Chin Yoon Ling
11WBD08032
4. Ooi Wai Jin
11WBD02139
Table of Contents
Assessment Criteria 2
Plagiarism Statement 3
Contents 4
1.0 Outline the company’s business and perform a fundamental analysis using the top down approach
2.0 DuPont and Extended DuPont analysis
3.0 Calculate the return
Appendices 25
References 31ASSESSMENT CRITERIA FOR COURSEWORK
UNIT: ABMF 3043 INVESTMENT & FINANCIAL ANALYSIS
NO
CRIERIA
MAXIMUM MARKS
MARKS AWARDED
REMARKS
1
Outline the company’s business and perform a fundamental analysis using the top down approach. Explain why you select the stocks as your investment.
30
2
Based on the company’s latest annual audited reports, calculate and perform a DuPont and Extend DuPont Analysis
25
3
Calculate your total returns investment assuming you buy in the company’s stock on 20 May 2013 and sell out on 21 June 2013. Compare it to the returns of FTSE Bursa Malaysia KLCI Index in the corresponding period and comment on your findings.
20
4
Assumption, e.g. transacted price, transaction cost, any dividends payment etc.
10
5
Report structure in form of appropriate format, relevant charts, tables, diagrams and figured.
10
6
Team members involvements
5
Total Marks
100
School of Business Studies
Plagiarism Statement
Read, Complete and sign this statement to be submitted with your written work.
We confirm that the submitted work are all our own work and are in our own words.
Name (Block Letter)
ID No.
Signature
1.
LIM SHI QIN
11WBD02943
2.
CHAN SHI YOON
11WBD04413
3.
CHIN YOON LING
11WBD08032
4.
OOI WAI JIN
11WBD02139
Programme Finance and Investment
ABMF 3043 INVESTMENT & FINANCIAL ANALYSIS
Topic: You are given RM 500,000 to invest in a stock listed on Bursa Malaysia. Select the stock that you will invest in.
Program
Finance and Investment
Tutorial class
Group 7
Tutor’s name
Mr. Liaw Saw Keong
Date of Submission
28th June 2013
Student’s Name
ID Number
1. Lim Shi Qin
11WBD02943
2. Chan Shi Yoon
11WBD04413
3. Chin Yoon Ling
11WBD08032
4. Ooi Wai Jin
11WBD02139
Table of Contents
Assessment Criteria 2
Plagiarism Statement 3
Contents 4
1.0 Outline the company’s business and perform a fundamental analysis using the top down approach
2.0 DuPont and Extended DuPont analysis
3.0 Calculate the return
Appendices 25
References 31ASSESSMENT CRITERIA FOR COURSEWORK
UNIT: ABMF 3043 INVESTMENT & FINANCIAL ANALYSIS
NO
CRIERIA
MAXIMUM MARKS
MARKS AWARDED
REMARKS
1
Outline the company’s business and perform a fundamental analysis using the top down approach. Explain why you select the stocks as your investment.
30
2
Based on the company’s latest annual audited reports, calculate and perform a DuPont and Extend DuPont Analysis
25
3
Calculate your total returns investment assuming you buy in the company’s stock on 20 May 2013 and sell out on 21 June 2013. Compare it to the returns of FTSE Bursa Malaysia KLCI Index in the corresponding period and comment on your findings.
20
4
Assumption, e.g. transacted price, transaction cost, any dividends payment etc.
10
5
Report structure in form of appropriate format, relevant charts, tables, diagrams and figured.
10
6
Team members involvements
5
Total Marks
100
School of Business Studies
Plagiarism Statement
Read, Complete and sign this statement to be submitted with your written work.
We confirm that the submitted work are all our own work and are in our own words.
Name (Block Letter)
ID No.
Signature
1.
LIM SHI QIN
11WBD02943
2.
CHAN SHI YOON
11WBD04413
3.
CHIN YOON LING
11WBD08032
4.
OOI WAI JIN
11WBD02139
Programme Finance and Investment
References: Bursa Malaysia 2013, Genting Berhad (3182), <http://www.bursamalaysia.com/market/listed-companies/list-of-companies/plc-profile.html?stock_code=3182>.