BAP42A Financial Statements and Investments Analysis

BAP42A Financial Statements and Investments Analysis Group A

Assignment Semester 1 2014

1. Assignment Due Date and Submission

As per the subject description, this assignment constitutes 20 per cent of the total assessment in this subject. Due date is week 10 (22nd May 2014 by 8pm). Assignment should be submitted by using moodle.

Students are required to complete the assignment in groups of threeand do not have an automatic entitlement to adopt some other arrangements without prior permission from the lecturer.

Each member of the group needs to submit the assignment by using moodle. No hard copy of the assignment would be accepted.

Member one of the group should submit whole assignment including cover page and references.

Member two of the group should submit cover page.

Member three of the group should submit reference.

2. Objective

BAP42A covers a range of important theory and practice of Financial Statements and Investment Analysis. The main purpose of this assignment is to provide students with the opportunity to consolidate and extend their understanding in connection with the financial statements analysis of Australian stock listed companies.

3. Presentation

Assignment needs to submit by using the following guideline:

Ø Cover page: showing your name, student number, the subject name, the subject code, the case topic, and the date of submission. UBSS assignment cover page is also need to be attached with the assignment.

Ø Contents

Ø Executive Summary

Ø Introduction

Ø Findings (explain the answers of the questions)

Ø Conclusion

Ø List of references: Please read reference notes from Moodle.

4. Assessment criteria

In assessing submitted assignments consideration will be given to overall neatness, completeness and quality of presentation, timeliness of submission and demonstrated application of appropriate analysis of financial statements.

5. Assignment Topic

Analysis of Financial Statements of a limited Company from ASX.

Select a company from ASX web site and Draft a Report incorporating the following points in relation to your selected company.

1. Describe the Core Business activity of the company. Provide full details of its different activities and/or operating segments.

2. Discuss any major changes in financial performance from the chairman’s message or managing director’s review.

3. Calculate the key financial ratios for the selected company based on the consolidated financial statements, for 2012 and 2013.

4. Provide an overall assessment of the company and its future prospects.

Note: 1 A supporting document for Financial Statement Analysis (ratios) is uploaded in the moodle.

Note: 2 Each group has to select a limited company from ASX web. A company cannot be selected by two groups. Company selection must be provided to lecturer by week 5 in the class.

6. Plagiarism

Taking another person’s ideas, words or inventions and presenting them as your own without acknowledging your sources (citing or referencing), is plagiarism. Paraphrasing or rewording another person’s work, without acknowledging its source, is also plagiarism. If you are identified with plagiarism assessment mark will be zero.

7. Referencing

Correct referencing is important for two main reasons. The first is to enable the reader to access source material you have relied upon, should they care to. The other is to ensure that you have properly recognized the contribution of the work of others to your assignment. If you do not do this properly, you are engaging in plagiarism—the theft, intentional or otherwise, of the intellectual or creative work of others.

UBSS will not tolerate plagiarism. It is therefore important that you understand how to avoid it. It is important that you adopt a consistent, and adequate, referencing system. Please read the referencing notes from Moodle.

9. Marking Criteria Format

Marking Criteria

Very Poor

Poor

Satisfactory

Good

Very good

MARK

Evidence of research (5 marks)

· interpreted the questions answers appropriately.

· demonstrated an understanding of the necessary concepts/perspective/theories.

· used sufficient and appropriate material from relevant and credible sources to effectively support the key points.

· followed any instructions on the number and type of references to be used.

Understanding of the issues (10 Marks)

· the introduction is appropriate to the type and format of

response and clearly outlines the focus.

· the body of the response is well structured, with coherent and logical development of key ideas in appropriate sections/paragraphs.

· clearly addressed the topic with appropriate elaboration of relevant sub-topics, appropriately weighted and within the prescribed word count

· demonstrated the ability to critically reflect upon key ideas/issues/findings.

· each section/paragraph has a clear focus and line of thought.

· the conclusion is appropriate to type and format of the response, successfully summarising the key ideas/issues/findings.

PRESENTATION (3 Marks)

· the response conforms to the appropriate style guide

advice and the requirements of the specified format (font, margins etc)

REFERENCING (2 Marks)

· in-text citations and direct quotes follow referencing guide rules.

· reference list and/or bibliography appropriately compiled in accordance with Harvard style.

Total available marks – 20 Total mark obtained

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