Share Market Assignment.docx
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Share Market Assignment.docx
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ShareMarketAssignment
DiplomaofBusiness&Enterprise
AccountingWBD1001
SEMESTER22015-2016
MAJORASSIGNMENT
DECISIONMAKINGINTHESHAREMARKET
10%ofyourtotalmark
DUEDATES
Part1Week4(2016.3.24)
Itiscrucialtocompletethispartoftheassessmentoftime,asitenablesyourteachertoreview
thecompaniesyouhavechosenandthestartingshareprices.
Part2
ReportComponent(Part2&3)
Week16(1016.6.16)
Youwillsubmitonecohesivefullyreferencedreport
Usethereporttemplateasaguideforcompletingthispart.
Ensureyoureadtheassessmentcriteriacarefullywhencompilingyourreport
PART1–SHAREMARKETASSIGNMENTSHEET
Completeandsubmittheshareselectionsheetattached(pages5&7)
Workinginteamsof3,youarerequiredtoselectashareportfolioconsistingof3companies.
Youmaychoseateamof4.Ifsoyouaretoselect4companies
Thereareover2,100companieslistedontheAustralianSecuritiesExchange(ASX).Thesecompaniesarethendividedintosectors.
Thereare10sectors,andtheyarereferredtoastheGICS(GlobalIndustryClassificationStandard).
ForafulllistingoftheGICSSectors,theycanbelocatedonthefollowinglink:
-.au/products/gics.htm
Foranalphabeticallistingofallcompanies,thatalsoindicateswhichsectortheybelongto,thiscanbelocatedatthefollowinglink:
-.au/asx/research/listedCompanies.do
Forthisassignment,youaretochooseacompanyfromthesesectors:
-
1.ResourcesSectors(Metals,MiningandEnergy)
Metals&Mining:
TheMetals&Miningsectoristhelargestindustrysectorbynumberofcompanieswithalmost700companiesinvolvedinmineralexploration,developmentandproduction.
Energy:
EnergysectoriscomprisedofcompaniesinvolvedintheexplorationanddevelopmentofCoal,Uranium,Oil&Gasandrenewableenergyassets.Australiaisrichinnaturalresourcesandboastssometrulyworldclassenergyassets.
2.Consumer(DiscretionaryandStaples)
Companiesoperatingintheconsumersectoraredistinguishedbythediscretionaryorstaplenatureoftheirproductoffering.Companiesinvolvedintheproductionanddistributionoffoodandbeveragesareconsideredtobestaples,whereascompaniesinvolvedinmedia,generalretailingandgamblingmakeuptheconsumerdiscretionarysector
3.HealthCare
HealthCaresectorrepresentsadiverserangeofcompaniesincludingmajorAustraliansuccessstoriesinpharmaceuticals,biotechnology,medicalpracticeandpathologyoperators,aswellasjuniorlifesciencesandmedicaldevicecompanies
4.Financial
Thefinancialsectoristhelargestindustrysectorbycapitalisationandconsistsoftradingandinvestmentbanks,assetmanagers,insurancecompanies
Youcannotchose2companiesfromthesamesector.
Thetotalvalueofyourportfolioshouldaddupto*$15,000worthofsharesbasedontheclosingsharepricespostedontheASXwebsiteonMondayofweekbeginningweek3(2016.3.14).Checkafter4pmtoensurethatthelatestpricehasbeenupdated.
Duringthetrackingperiod,Mondayofweekbeginningweek3(2016.3.14)toFridayofweekbeginningweek10(2016.5.6),yourteamistomonitorthedailyperformanceofthesharesandtheoverallperformanceoftheAustralianshare-market.
AllcompanieshaveanASXcode.Toaccesshistoricaldatarelatingtotheclosingshareofthecompany,thiscanbefoundbygoingtothefollowinglink:
-
YouneedtoenterthecompanyASXcode,andthedaterangeyouneedforthehistoricalshareprice
*Ateamof3willinvest$5,000ineachcompany;ifyouareateamof4thenyouhave$20,000toinvest
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AccountingWBDE1001-SEMESTER1/2015
SHAREMARKETASSIGNMENT
PART1ShareSelection-DUEWeek4[5marks]
Name:
……………………………………..IDNo………………………….Name:
……………………………………..IDNo………………………….Name:
……………………………………..IDNo………………………….
Name:
……………………………………..IDNo…………………………
Name:
……………………………………..IDNo………………………….
Name:
……………………………………..IDNo………………………….
Name:
……………………………………..IDNo…………………………
Name:
……………………………………..IDNo………………………….Name:
……………………………………..IDNo………………………….
Name:
……………………………………..IDNo…………………………
Name:
……………………………………..IDNo………………………….Name:
……………………………………..IDNo………………………….
TeachersName:
…………………………ClassDayandTime:
…………
COMPANYNAME
SHAREPRICE
OnMondayof
weekbeginningWeek3
NO.OFSHARES
TOTALINVESTMENT
1.
2.
3.
4.
TOTALINVESTMENT
$15,000/$20,000
SUBMITONEPERGROUP
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AccountingWDBE1001-SEMESTER12015
Share-marketAssignment–IndividualSubmission
Name:
StudentID:
CompanyName
Eachmemberinyourteammustcompletethisindividualsubmissionintheirownhand-writing.
Pleaseattacheachmember’sIndividualSubmissiontotherelevantShareSelectionSheet(page5)ThisistobesubmittedtoyourteacherinWeek4.
❑Whydidyouchoosethiscompany?
❑Whatdoyouknowaboutthecompanyanditsbusiness?
[includeresultsofyourresearch]
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
__________________________________________________________________________
Signature______________________________Date____________________
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REPORTCOMPONENTDUEDATE:
2016.6.16
PART2-COMPANYRESEARCH/GRAPHS/INVESTORINFORMATION[55marks]
Youarerequiredtoprovideareportthatincludestheinformationlistedbelow:
[A]Abriefdescriptionofeachcompanyinyourteam’sportfolio.Itshouldbepresentedasacomparativetableandshouldinclude:
-
∙ProductsAndServicesProvidedByTheCompany[briefoutline]
∙NameOfChiefExecutiveOfficer[orManagingDirector]
∙SalaryorNumberofSharesheldbyChiefExecutiveOfficer[orManagingDirector]
∙Profit/LossafterTaxfrom2015AnnualReportforthefullfinancialyear–consolidatedfigures
∙LatestDividendPaid–DividendPerShareandDatePaid
∙SizeOfTheBusinessByTotalAssets–from20145AnnualReport–consolidatedfigures
∙NumberOfEmployees
∙SharePrice–52weekHighAndLow
[100wordmaximumforeachcompany]
CorrectlyreferencedsupportingdocumentationistobeincludedinyourappendixforALLINFORMATIONprovidedabove.Ifallsupportingdocumentationisnotincluded,halfmarkswillbededucted.[10marks]
[B]Forthetrackingperiodonly,usinganExcelspreadsheet,prepareyourowngraphofthedailysharepricemovementsforeachofyourshares.InformationshouldbeshowninatablewithseparatecolumnsforDateandClosingPrice[dollars].[10marks]
[C]Foreachcompany,provideanoverviewofthesharepriceperformanceanddescribetheoveralltrendoftheAustralianshare-marketoverthetrackingperiod.Explainmajormovementsinyoursharepricesandtheshare-marketwithevidencefromnewspapers,businessmagazines,internetinformationorotherrelevantsources.
HarvardReferencingisrequiredtoacknowledgeallsourcesofinformationused.PleasebeawareofpenaltiesforPlagiarism.InformationregardingHarvardReferencingisavailableonthefollowingwebpage:
http:
//w2.vu.edu.au/library/referencing/files/final%20HarvardGuide%202010.pdf
[250wordmaximumforeachcompany][25marks]
[D]CalculatetheGainorLossmadeonyourportfolioduringthetrackingperiod.[5marks]
[E]Providearecommendation[buy/sell/hold]foreachofyourshares.
SupporteachrecommendationwithrelevantinformationyouhavefoundinPart[C].
[50wordsmaximumforeachcompany][5marks]
PART3–IDENTIFICATIONOFKEYFINANCIALDATAANDRATIOANALYSIS[35marks]
[A]IDENTIFICATIONOFKEYFINANCIALDATA
Foreachcompanyyouhaveselected,findtheKeyFinancialData,fromthe2015AnnualReportwithresultsforthefullfinancialyearfor1July2014to30June2015.
The“consolidated”figuresarerequired.
Revenue/Sales
InterestExpense
EBIT(EarningsbeforeInterestandIncomeTax)
NetProfitBeforeTax
NetProfitAfterTax
CurrentAssets
TotalAssets
CurrentLiabilities
TotalLiabilities
TotalEquity
ReferencesarerequiredtoidentifythesourcesofALLFIGURESinyourtable.Includerelevantpagesinyourappendix.Ifallreferencingandsupportingdocumentationisnotincluded,halfmarkswillbededucted.[5marks]
[B]RATIOANALYSIS
FromtheKeyFinancialData,calculaterelevantratiosandprovideanoverviewforeachcompany’s:
-
*Profitability*Stability/Activity*Liquidity
Atleast3ratiosforeachcompanyshouldbeusedforthisoverview.Theratiosmayvarydependingontheavailabilityofinformationprovidedineachcompany’sFinancialStatements.
Youarenotlimitedtotheratiosdiscussedinclass–usingresearchtechniquesaddition
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