7232AFE Investments –Assignment There are some questions and answers in relation to Group Assignment Q1. Is this a group or individual assignment? · This is optional; you can do it in groups of 2...

The second sample assignment file that I have attached upto the key findings of the fundamental analysis (Key Findings section) for the australian group Caltex Australia for the duration of 5 Years and in relation with its competitor. along with the text of 1500 words in the key findings section.


7232AFE Investments –Assignment There are some questions and answers in relation to Group Assignment Q1. Is this a group or individual assignment? · This is optional; you can do it in groups of 2 students or individually. Q2. When is the due time for the investment report? 17 September 18, 4:00 Australian Eastern Standard Time (AEST) Q3. Do I need to prepare PowerPoint slides or present my findings? · No. that is your written report so please use a standard report format (refer to “Report Writing” at https://www.youtube.com/watch?v=AFGNKJruxdg). Q4. Is there a word limit? · Yes, the report should be 3,500 words + or ─10% for two members (See the course profile) or 3,000 + or ─10% for one member, but quality is more important than quantity. Q5. How do I submit the report? Your team leader or a member who represents your team submits final copy of your group assignment via SafeAssign in Learning@Griffith website under “Assessment: Assignment” menu on 17 September 18, 4:00 Q6. How will report be marked? · You will be marked based on Assignment Requirements in L@G for this course. Q7. What should I include in the report? a. Introduction (20%) · What is the objective of the report? · Why is the stock/company selected? b. Valuation (50%) See details in Assignment Requirements in L@G for this course (Note: Fundamental analysis and effectiveness of using fundamental analysis skills or techniques approaches will worth 15%) c. Recommendation (15%) · Summarise what have you found from your analysis. · What is the final recommendation for the CEO? d. Presentation formats (15%) (refer to “Report Writing” at https://www.youtube.com/watch?v=AFGNKJruxdg) · Are the results set out clearly, in a logical order with all relevant calculations? · Are tables/figures available shown professionally? · Are the decimal places consistent across the report? · Are the numbers/graphs explained? · Is the overall investment report written in a clear and concise manner? · Are there any spelling/grammar errors? · Are the pages of the report numbered? · Are sources are referenced? Q8. Are there any formatting requirement? · The format of the report should be formatted as: · Page margins should be around 2.5cm for top, bottom, left and right. · Font size should be within 10 to 12 · 1.5 spacing · e-copy · Your report should have one-page member contribution report with all member signatures (ideally). Roughly equal contributions to the report are expected. Q9. What can I do with modelling and analysis? · You can use MS Excel modelling techniques, such as in CDs in Principles of finance with Excel, 2006 or latest version by Benninga, Simon or Excel modeling and estimation in investment, 3rd ed, (2009 or latest version), C. W. Holden in library. Or simply check www.youtube.com to find some interesting lectures on Excel modelling. 2 1 7232AFE Investment Equity Analysis Assignment Woolworths Ltd. (WOW.AX) Equity Analysis Report S### Name: ### 2 Table of contents 1.0 Executive Summary .......................................................................................................................... 3 2.0 Introduction ....................................................................................................................................... 4 2.1 Objective of the report ................................................................................................................... 4 2.2 Reasons for selecting Woolworths Ltd (WOW.AX) ..................................................................... 4 3.0 Fundamental analysis ........................................................................................................................ 4 3.1 Basic Information .......................................................................................................................... 4 3.2 Operation and competitive status analysis .................................................................................... 5 3.3 SWOT analysis .............................................................................................................................. 9 3.4 Key findings ................................................................................................................................ 10 4.0 Valuation analysis ........................................................................................................................... 11 4.1 Analysis methodology ................................................................................................................. 11 4.2 Analysis Assumptions ......................................................................................