Analyst Report

Analyst Report – 125 points

(This assignment is to be
completed individually
)

Part 1:  Executive
Summary – 10 points

GOAL:  For this section of the assignment you will
have to succinctly summarize important information included in the annual
report to provide the reader with a quick overview of the contents.   Look at key findings from your report
including financial information as well as industry information.    Things
that can be included – (these are just ideas include others if relevant):  current financial information depicting
health of organization, new products or markets, future growth opportunities.   It is worth noting that an executive summary
in business usually does not exceed one page, be clear and concise.

Part 2:  Company
Profile – 10 points

GOAL:  For this section of the assignment you will
have to locate pertinent company information contained in the annual report or
on financial websites (example is finance.yahoo.com).  Bullet pointing this information is
appropriate for your report. 

You
will have to identify the following
items that are specific to your company
:

*Ticker
symbol

*Mission
Statement as it is printed in the Annual Report

*Corporate
headquarters location

*Date
of Incorporation

*Public
Auditor

*Name
of CEO

*Name
of CFO

*Stock
classifications (common, preferred, both?)

*Exchange  (e.g.: NYSE, Nasdaq)

*Dividends
(have they been issued and for how much)

Part 3: 
Industry Profile – 30 points

GOAL:  For this section of the assignment you will
have to locate pertinent company information contained on financial websites (ONE example is finance.yahoo.com). 

  • Identify the market sector to which your company
    belongs.  Describe what a market sector
    is and list three industry leaders and three industry laggards in the sector
  • Identify and
    define the industry to which your company
    belongs.  Research and describe what
    specific characteristics must a company have to be in that industry
  • Attach your
    company’s stock performance in comparison to your company’s two largest competitors
    stock performance over the past two years. 
    Note on the graph three events. These can be company, industry or market
    specific events. In detail, describe the events and their effect on your
    company’s stock performance.   This can
    be done either in Excel or using web based applications as the data set is
    large in this example.
  • Graph, using a
    pie chart in Excel,  your company versus other
    companies (at least 3) in the industry with market capitalization data.  Make observations and describe your
    observations.  Make sure your graph is
    labeled properly including a legend, a title, and appropriate data labels as
    well.
  • In detail, discuss the global presence of your
    company/industry. Identify three international elements that are critical to
    your company’s success & global presence.

Part 3:  Current
Events/Future Outlook – 30 points

            GOAL:  For this
section of the assignment you will have to use business periodicals,        online sources, and the annual report to
start to understand the relationship between         significant
internal corporate events/external global events and company financial      performance.  Deliverables in this section include:

  1. Two relevant
    articles – one domestic and one global – on current events affecting either
    your company or your industry (or preferably both).  Must be recent articles, within the past 12
    months.  Articles must be attached, not
    linked, to document, and you are required to summarize the event in your own
    words and why you found it important to incorporate into the report.
  2. What is the
    outlook for the industry as well as your company in the next 1-3 years?  What changes or trends will or may affect
    it?   Cite specific examples you have
    read about.

Part 5:  Recommendation
– 30 points

GOAL:  For this section of the assignment you will have
to use your compiled data to justify an “educated guess” on investment
suggestions.  You will have to determine
either “buy” or “don’t buy” and back up your suggestion with strong financial reasoning.

*You
will have to identify strategies used for your analysis.  Use at least three ratios, and two other
sources of information you believe are relevant, to help you make your
decisions. Explain what ratios you used and specify what information your
choices provided.  For example, did you
use the Current Ratio?  If so, why?  What information did the Current Ratio
provide that helped you determine the viability of investing in this company?

You
will also need to compare this data (of your choice) to the same data of
companies in your industries to support your recommendation.  Comparison ratios can be found via online
databases thru the Library as well as Google Finance, Yahoo! Finance and
bloomberg.com

*You
will also have to graphically represent why you chose the data for your
‘educated guess’ as reinforcement to your statement.  This can be inserted in or below your written
work, with reference made to the graph. 
In other words, explain to the reader the significance of the graph and
data you chose.  

Overall appearance of the report including, but not
limited to: proper citations, proper use of grammar/spelling, sentence
structure, formatting of the cover page and body of the report, table of
contents, page numbers, etc – 15 points

 

“Looking for a Similar Assignment? Get Expert Help at an Amazing Discount!”

The post Analyst Report appeared first on Nursing Experts Help.

"Is this question part of your assignment? We Can Help!"

Essay Writing Service