ASSIGNMENT TASK This assignment task is a written report and analysis of the financial performance of one selected listed company on the ASX in order to provide financial and investment advice to a...

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ASSIGNMENT TASK This assignment task is a written report and analysis of the financial performance of one selected listed company on the ASX in order to provide financial and investment advice to a prospective investor (No restriction to choose one of the company which you used for your individual assignment). This assignment requires to undertake an examination of a firm’s financial performance based on most recent financial statements of the selected company mainly focusing on  Liquidity (based on liquidity ratios)  Capital Structure (based on capital structure ratios) You are required to obtain the relevant information from chosen company annual reports and company web site. You can access the company web site via www.asx.com.au. To download the relevant please referee the Company code in ASX (see the following examples) ABP Abacus Property Group APZ Aspen Group Limited AGL AGL Energy Limited WES Wesfarmers Ltd WOW Woolworths Group Ltd


HC2091 Business Finance HOLMES INSTITUTE FACULTY OF HIGHER EDUCATION Assessment Details and Submission Guidelines Trimester T3 2019 Unit Code HC2091 Unit Title Business Finance Assessment Type 3 Assessment Title Group Assignment Purpose of the assessment (with ULO Mapping) Students are required to form a group of 3 to 4 members (Minimum of 3 and Maximum of 4) to study, undertake research, analyse and conduct academic work within the areas of business finance covered in learning materials Topics 1 to 10 inclusive. The assignment should examine the main issues, including underlying theories, implement performance measures used and explain the firm financial performance. Your group is strongly advised to reference professional websites, journal articles and text books in this assignment (case study). Weight 25 % of the total assessments Total Marks 25 Word limit Not more than 2500 words Due Date Registration of groups and chosen companies: 5 pm Friday, Week 7 Final Submission of Group Assignment: Midnight (23:59 pm.) Sunday, Week 10 Late submission incurs penalties of 5 (five) % of the assessment value per calendar day unless an extension and/or special consideration has been granted by the lecturer prior to the assessment deadline. Page 2 of 7 HC2091 Business Finance Submission Guidelines • All work must be submitted on Blackboard by the due date along with a completed Assignment Cover Page. Please make sure that your group member’s name and surname, student ID, subject name, and code and lecture’s name are written on the cover sheet of the submitted assignment. • The assignment must be in MS Word format, no spacing, 12-pt Arial font and 2 cm margins on all four sides of your page with appropriate section headings and page numbers. When you submit your assignment electronically, please save the file as ‘Group Assignment- your group name .doc’. You are required to submit the assignment at Group Assignment Final Submission, which is under Group Assignment and Due Dates on Black Board. • Reference sources must be cited in the text of the report, and listed appropriately at the end in a reference list using Harvard referencing style. Submitted work should be your original work showing your creativity. Students need to read and understand the Holmes Academic Integrity Policy before they start any assessment. (Please refer section 4.3 Guide to Academic Integrity p27 of the Holmes Student Handbook). • Always keep an electronic copy until you have received the final grade for the Unit. Please make sure that you submit the correct file. Any appeal relating to submitting wrong files after the deadline will not be considered. Page 3 of 7 HC2091 Business Finance ASSIGNMENT SPECIFICATIONS ASSIGNMENT TASK This assignment task is a written report and analysis of the financial performance of one selected listed company on the ASX in order to provide financial and investment advice to a prospective investor (No restriction to choose one of the company which you used for your individual assignment). This assignment requires to undertake an examination of a firm’s financial performance based on most recent financial statements of the selected company mainly focusing on  Liquidity (based on liquidity ratios)  Capital Structure (based on capital structure ratios) You are required to obtain the relevant information from chosen company annual reports and company web site. You can access the company web site via www.asx.com.au. To download the relevant please referee the Company code in ASX (see the following examples) ABP Abacus Property Group APZ Aspen Group Limited AGL AGL Energy Limited WES Wesfarmers Ltd WOW Woolworths Group Ltd Note: The above table gives you only examples and you are not asked to choose them for the analysis. ASSIGNMENT STRUCTURE Assignment structure should be as follows: Title of the assignment Example: Analysis of ABX Company Financial Performance Group details and the contribution of each group member You need to give full details of all the group members in your group including their names and student IDs. Please make sure all the names written in the assignment are matched with the group created in Blackboard. To ensure that all students participate equitably in the group assignment and that students are responsible for the academic integrity of all components of the assignment. You need to complete the following table which identifies which student/students are responsible for the various sections of the assignment. Assignment Section Student/Students The above table needs to be completed and submitted with the assignment as it is a compulsory component required before any grading is undertaken. http://www.asx.com.au/ http://www.asx.com.au/ http://www.asx.com.au/ http://www.asx.com.au/ http://www.asx.com.au/ http://www.asx.com.au/ http://www.asx.com.au/ Page 4 of 7 HC2091 Business Finance CONTENT OF THE ASSIGNMENT 1. INTRODUCTION The introduction should briefly explain the purpose of the assignment, the selected company for analysis and the type of analysis. 2. FINANCIAL PERFORMANCE ANALYSIS OF THE SELECTED COMPANY a. Description of the company Prepare a brief description of the selected company (when they started, key milestones etc.), outlining the core activities (major business, key products) competitive advantages, and the market in which it operates (in which industry sector they are in ASZX, do they export their products and services or whether they serve only the local market). b. Analysis of company net working capital position Based on balance sheet information and the notes to the financial statements,  Analyse the working capital position of the company over minimum of past 2 years (composition of current assets and current liabilities, changes in CA and CL, any significant decision about working capital management etc.)  Calculate the networking capital and give your opinion on the net working capital position of the company. c. Calculation of cost of equity of the firm Based on the data of just paid dividend (D0), current share price (collect this information from the annual report) and assumption that the company will maintain a constant dividend growth rate of 3% from now on, calculate the cost of equity of your selected company, using constant dividend growth model. d. Analysis of company liquidity and capital structure using liquidity and capital structure ratios Using data from financial statements of your selected company, calculate the following ratios for past 4 years and present them using suitable charts. Discuss the implications of the identified trends for company performance.  Liquidity ratio (calculate minimum of 2 liquidity ratios over 4 years and analyse them using suitable charts)  Capital Structure ratio (calculate minimum of 2 capital structure ratios over 4 years and analyse them using suitable charts) 3. Conclusion Based on the analysis in section 2, provide brief conclusion on the company financial performance and make a recommendation for prospective investors. 4. Reference Follow the Holmes reference guideline and give your reference details Note: You need to show all the calculation in an appendix All the graphs and tables should be correctly label Graphs should have clear information (legends, axis title etc.) Page 5 of 7 HC2091 Business Finance Marking criteria Marking criteria Weighting 1 Introduction 2 mark 2 Description of the company including their core business activities 4 marks 3 Analysis of company net working capital position Comparison of working capital position Calculation of net working capital over the past 2 years 4 marks 4 Calculation of cost of equity of the firm Identification of correct information on dividend and current share price from firm’s annual reports Calculation of cost of equity based on identified information and the given growth rate 4 marks 5 Analysis of company liquidity and capital structure using liquidity and capital structure ratios Calculation of liquidity ratios and presenting them using suitable graphs Analysis of company liquidity position based on the above calculation Calculation of capital structure ratios and presenting them using suitable graphs Analysis of company capital structure based on the above calculation 4 marks 6 Suitable recommendation and conclusion which is based on the overall analysis 4 marks 7 Presentation, structure and academic writing 3 marks Total marks 25 marks TOTAL Weight 25 % Assessment Feedback to the Student: Page 6 of 7 HC2091 Business Finance Marking Rubric Content Excellent Very Good Good Satisfactory Unsatisfactory (80%-full marks given) (70-79% marks given) (61-69% marks given) (50-60% marks given) (0-49% marks given) Introduction Outstanding introduction addressing the key purpose of the assignment and the selection of the company. Very Good introduction addressing the key purpose of the assignment and the selection of the company. Good introduction addressing the key purpose of the assignment and the selection of the company. Satisfactory introduction addressing the key purpose of the assignment and the selection of the company. No reasonable explanation on the purpose of the assignment or the company selection. Description of the Company Outstanding analysis of the selected company, targeting their core business and competitive advantages. Very good analysis of the selected company, targeting their core business and competitive advantages. Good analysis of the selected company targeting their core business and competitive advantages. Satisfactory analysis of the selected company targeting their core business and competitive advantages. No sufficient analysis on the selected company targeting their core business and competitive advantages. Analysis of company net working capital position Outstanding analysis of company net working capital with accurate calculation and suitable
Answered Same DayJan 09, 2021HC2091

Answer To: ASSIGNMENT TASK This assignment task is a written report and analysis of the financial performance...

Kushal answered on Jan 15 2021
143 Votes
Financial Analysis of Boral Limited (BLD.AX)
Assessment of the financial health
Company Analysis-
Boral Limited is an Australia-based company, which is engaged in the provision of building and construction materials. The Company's products include ash, asphalt, blocks, bricks, cement, cement additives, cement dry mixes, concrete, decorative concrete, lime and minerals, oxides, pavers, pool surfacing, quarry products, retaining walls, roof tiles, stone, s
tructural timber, timber cladding, timber decking and timber flooring. The Company's building solutions include infrastructure solutions and commercial solutions. The Company offers various services, including material technical services, empty pallet pick-up and roof tiling installers. Its commercial construction solutions include industrial, commercial and residential, office blocks and towers, institutional, sporting complexes, and retail and entertainment. The Company manufactures and supplies building products for factory buildings, manufacturing plants and warehouses.
Identifying the key quantitative variables
1. Operating Cash flows
Operating cash flows mostly include the sales of the building materials and solutions providing around the infrastructure and commercial problems. Over the period of time, the operating activities has been stable and the top line has been growing steadily over the period of time.
2. Revenue Drivers –
Building Materials sales
Solutions to the infrastructure and commercial problems
3. Operational Efficiencies (Net profit Margins)-
The biggest cost driver in this industry is the raw materials costs and then hence, this industry is capital intensive, we look at the depreciation as well as the biggest component of the costs. The transportation costs are also a major prat of the cost drivers.
4. Financial Analysis
This will be covered in the ratio and risk analysis section.
Identifying the key qualitative variables
1. Business Analysis - As per above
2. Growth Strategy –
Firm looks into organic as well as inorganic growth strategies like mergers and acquisitions to sustain the growth and realise the synergies from the same.
3. Competitive Advantage
The competitive advantage of the firm lies in the leading position they have maintained over the period of the time in the Australian markets. Apart from this, the firm has made significant investment in the innovation which could create a moat.
Boral has in place various strategies to manage these risks, including the commercial excellence and customer centricity program, seeking to sustain and improve margins by reducing costs, optimising capacity in line with projected demand, and increasing the size and share of our higher-margin businesses.
Value Chain Analysis
Industry Analysis-
Industry analysis needs to be performed before the valuation to ensure the threat from the external factors and the lucrativeness of the industry. This can be performed using Porter’s five forces model. A spider chart for the same with 5 forces is shown below. Each value on the factor describes the degree of the threat. 5 stand for the highest threat and 1 for the lowest threat.
Ratio Analysis-
Liquidity Ratios (2019)-
Current ratio = (Cash + Marketable Securities + Inventories + Account receivables) / Current Liabilities
= 1.30
This ratio tells us about the short term liquidity of the firm and if there is any short term risk the company is facing as far as the debt obligations and account payables are concerned
Quick Ratio = (Cash + Marketable Securities + Account receivables) / Current Liabilities
= 0.81
The assumption here is that the inventories might not be very quick to sell off and hence we remove that from the calculations.
Cash Ratio = (Cash + Marketable Securities) / Current Liabilities
= 0.6
Cash Conversion Cycle = Days Inventory in Hand + Days of Sales Outstanding - Days of Payables Outstanding
= 41.8 days
Cash conversion cycle tries and understand about how much time a company takes in order to convert the cash to inventories, then goods and then account receivables and how effectively they are able to get that cash back.
Here we try and understand how much days it take for the days inventory in hand, how much is the credit period offered to the customers, how much payables are outstanding to the vendors.
These metric is used by the company across the industry competitors since for every company these ratios might be different and for this industry this ratio comes down to somewhere 70 days and hence, that...
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