MAF 307 Equities & Investment Analysis Assignment
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MAF 307 Equities & Investment Analysis Assignment
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MAF 307 Equities & Investment Analysis Assignment. Equity analysts prepare equity research reports for investors. In these reports, analysts provide expert opinion about investment opportunities in companies that they analyzed. These reports also provide clear “buy” or “sell” recommendation to investors with target equity price. For assessment 3, students should select one of the stocks listed in Table 1 above and write an in-depth equity analysis. The equity research reports that student groups are required to prepare for this assessment should at least include following information:
- Basic information about the company: such as – Company name, Industry, stock ticker, market capitalisation, past 52 weeks price range, P/E, etc.
- Recommendation summary – “Buy” / “Sell” ; Target Price / Price Range
- Analysts’ Details (i.e. details of student group members)
- Report Summary
- Detail Report including –
- Description of the firm’s business activities
- Evaluation of the prospect of the business sector based on macro-economic and industry level factors
- Analysis of firm’s strategic position in the industry. (use porter 5 forces model, industry life cycle, and peer group comparison)
- Financial Analysis – Carry out ratio analysis to explain financial health/ strengths/ weaknesses of the firm. At least past 5 yrs financial history should to be analysed.
- Valuation Analysis– Use valuation models (discounted cash flow and relative valuation models) discussed in the lectures to find out intrinsic value of the firms. Carry out scenario analysis for valuation in various market conditions such as pessimistic, normal, optimistic etc. (Details of the valuation calculations needs to be provided in a Microsoft Excel file for examination, assumptions of the valuation should be clearly mentioned in the MS Excel file.)
- Risk Factors – Potential risks associated with investing in the firm, industry and market as a whole.
- Clear Investment Recommendations with explanations.
- Reports should effectively display data using graphs and charts.
- Sources of data and information should be mentioned.
- Report should include a list of references.
MAF 307 Equities & Investment Analysis Assignment
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Resources Provided:
In Assessment 3, under Assessment Resources section of unit’s Cloud Deakin site following resources are provided –
- Examples of equity research reports.
- Documents on equity research process followed by Morning Star and Standard and Poor.
- Documents / Presentations – on essentials of equity research report writing.
Students are encouraged to read, understand and use those resources wisely in their group assessment.
Part B:
Based on your group’s written equity research report, prepare a 5 to 8 minutes video presentation addressing following:
- Introduce the firm; discuss the investment thesis of your group (i.e. in brief manner discuss the main reasons why you give a “buy” or “sell” recommendation); What is your group’s recommended target price & why?
- Analysis of macro-economic factors suggests this firm is (is not) a good investment because…?
- Analysis of the industry dynamics suggests this firm is (is not) a good investment because…?
- Analysis of firms financial performance suggests this firm is (is not) a good investment because…?
- Discuss Valuation Analysis – The stock is overvalued / undervalued / fairly priced because
- Final recommendation for the stock is …
- Each group member should present facing the camera.
- Presentation should be made in a formal and coherent manner.
- Dress code for presentation – Formal.
Submission
- This is a group assignment, students should complete this assignment in a group of 4 members. No submission from individual students or small groups will be accepted.
- Students need to create their groups / enroll themselves in their groups – on Cloud Deakin “Group” section.
- Students who fail to enroll in a group by the above deadline will forgo their Assessment 3 marks.
Part A:
- The assignment should be submitted electronically though the Cloud Deakin Group Assessment Dropbox. No hardcopy assignment submission required/accepted.
- Groups need to provide the data used for preparing the report along with the calculations.
- Each group should submit 1 MS-Word file for the written report, 1 MS-Excel file for data, valuation models / calculations.
Part B:
- Group should upload the video presentation on Deakin Air platform and submit the group video presentation link on the Cloud Deakin Group Assessment Dropbox, using the template provide on Assessment 3 section.
Each group should upload only one copy of the assessment files on Cloud Deakin Group Assessment Drop Box. Please take care before uploading final assessment. If multiple copies of the assessment are submitted markers may mark any copy the assessment at his or her discretion
MAF 307 Equities & Investment Analysis Assignment
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