School of Business and Regulation
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BAFI3225 Financial statement analysis
Overview
Financial statement analysis is an integral half of the enterprise analysis of the agency; it requires examination of the prevalent financial scenario, trade analysis, and the agency’s strategic place. This Assessment covers the fundamentals of each qualitative and quantitative analysis of the agency’s stories and then seems additional into danger analysis, forecasting and valuation strategies. The purpose is to supply a working information of the position of monetary stories within the total agency valuation. This Assessment adopts a sensible strategy the place doable utilizing knowledge from actual firm stories. You’ll achieve an appreciation of the usefulness and significance of monetary statement data and the instruments used to guage such data.
You might be an analyst of a consulting agency crew. You might be accountable for evaluating a possible firm for funding on behalf of your consumer. Your consumer doesn’t know the corporate and is counting on you to supply some analysis, valuation and advice of the chosen firm as a possible funding possibility.
You will want to accumulate monetary knowledge which you’ll use to conduct your analysis however additionally, you will want to reinforce or replace this knowledge from your personal analysis.
You might be required to write down a monetary modelling report of a specific public firm in Australia. This report is split into two components. Assessment 2 is a component 1 and contains the trade, firm and monetary analysis of the corporate. This half wants to supply descriptions of related financial and trade data, the corporate’s place within the trade, its firm technique and a monetary analysis of the corporate’s present place.
Assessment standards and weighting
Analyse the trade of a specific public firm by offering quantitative and qualitative proof of its main gamers, its’ rating, the key opponents and different pertinent data. 6
Define the quick historical past, core actions, aggressive scenario, enterprise technique and main points inside the chosen public firm. 6
Consider the efficiency of the chosen firm and apply the forecasting method. 18
Organise the report in accordance with process necessities. 5
Comply with educational conventions and use acceptable language to interact the viewers. 5
Studying outcomes
This Assessment is linked to the next course studying outcomes:
CLO2: Consider the monetary standing of an organization by combining ideas and theories of elementary analysis and predict the longer term monetary standing of the corporate.
CLO3: Interpret monetary statement data within the financial and industrial environments and determine and generate options to monetary challenges.
CLO4: Appraise a agency’s monetary statement data within the context of the agency’s financial and enterprise circumstances to make knowledgeable monetary selections concerning the agency.
Sources
Your essential supply of data must be the agency’s newest annual report and latest public data, akin to that discovered on web sites, databases and present, respected information sources.
Referencing pointers
It’s essential to acknowledge all of the sources of data you’ve got utilized in your assessments.
Seek advice from the RMIT Simple Cite referencing instrument to see examples and recommendations on reference within the acceptable model. You can even discuss with the library referencing web page for extra instruments akin to EndNote, referencing tutorials and referencing guides for printing.
Use the RMIT Harvard referencing technique for this Assessment.
Submission format
An digital copy of calculation spreadsheet and Turnitin originality report must be included when submitting the task.
Add as one single file by way of the Assignments submission web page inside Canvas.
Formatting necessities
The report must be separated into paragraphs inside 4 sections. The headings should be as follows:
• Business analysis
• Trade analysis
• Financial analysis
• Forecasting
• Appendix (embrace forecasting calculations as an Excel sheet)
Tutorial integrity and plagiarism
Tutorial integrity is about sincere presentation of your educational work. It means acknowledging the work of others whereas growing your personal insights, information and concepts.
You must take excessive care that you just:
• Acknowledge phrases, knowledge, diagrams, fashions, frameworks and/or concepts of others you’ve got quoted (i.e. straight copied), summarised, paraphrased, mentioned or talked about in your Assessment by the suitable referencing strategies.
• Present a reference checklist of the publication particulars so your reader can find the supply if crucial. This contains materials taken from web websites.
If you don’t acknowledge the sources of your materials, you might be accused of plagiarism as a result of you’ve got handed off the work and concepts of one other particular person with out acceptable referencing, as in the event that they had been your personal.
RMIT College treats plagiarism as a really severe offence constituting misconduct.
Plagiarism covers a spread of inappropriate behaviours, together with:
• failure to correctly doc a supply
• use of copyright materials from the web or databases
• collusion between college students
For additional data on our insurance policies and procedures, please discuss with the College web site.
Assessment declaration
Once you submit work electronically, you conform to the Assessment declaration.
Standards
Rankings
Pts
HD D C P N
Trade analysis
Analyse the trade of a specific public firm by offering quantitative and qualitative proof of its main gamers, its’ rating, the key opponents and different pertinent data. The report demonstrates sturdy proof of thorough sector analysis; in depth and related analysis of trade and main gamers and in-depth perception into opponents.
The financial knowledge offered is related to the trade recognized and is from a various vary of sources. The report demonstrates proof of thorough sector analysis; related analysis of trade and main gamers and detailed
perception into opponents.
The financial knowledge offered is related to the trade recognized and is from varied sources The report demonstrates proof of sector analysis. The analysis of trade and main gamers is barely tangential, however the details are lined. Perception into opponents is clear and the financial knowledge offered is related to the trade recognized from a number of mainstream sources. The report demonstrates restricted proof of sector analysis. The analysis of trade and main gamers shouldn’t be all the time related, however the details are lined. The report offers
perception into opponents
however is restricted. The financial knowledge offered is related to the trade recognized from a number of mainstream sources. The report demonstrates irrelevant or shallow sector analysis; irrelevant or shallow analysis of trade and main gamers; or poor perception into opponents.
The report doesn’t present financial
knowledge that’s related to trade or offers knowledge from just one supply.
6.zero to four.79 pts four.79 to four.19 pts four.19 to three.59pts three.59 to 2.99 pts 2.99 to zero pts 6.zero
Firm analysis
Define the quick historical past, core actions, aggressive scenario, enterprise technique and main points inside the chosen public firm. The report demonstrates proof of thorough firm analysis; in-depth analysis of the corporate’s annual report and all key factors contained within the monetary knowledge are recognized and mentioned. The report demonstrates proof of detailed firm analysis; detailed analysis of the corporate’s annual report and all key factors contained within the monetary knowledge are recognized and mentioned. The report
demonstrates a
ample degree of
firm analysis; related analysis of the corporate annual report and ample factors contained within the monetary knowledge are recognized and mentioned. The report demonstrates an satisfactory degree of firm analysis; an acceptable analysis of the corporate annual report though restricted and all factors contained within the monetary knowledge are recognized and principally mentioned. The report demonstrates an insufficient degree of firm analysis insufficient; poor or
no analysis of the corporate annual report and some/all key factors contained within the monetary knowledge had been both missed or not mentioned.
6.zero to four.79 pts four.79 to four.19 pts four.19 to three.59pts three.59 to 2.99 pts 2.99 to zero pts 6.zero
Financial analysis and forecasting
Consider the efficiency of the chosen firm and apply the forecasting method. The report clearly offers a radical
analysis of the corporate’s efficiency utilizing monetary analysis and knowledge from a various vary of sources.
The report explains forecasting The report offers an in depth analysis of the corporate’s efficiency utilizing monetary analysis and knowledge from a variety of sources.
The report develops
forecasting The report offers sufficient analysis of the corporate’s efficiency utilizing monetary analysis and knowledge from some sources.
The report demonstrates The report offers an acceptable analysis of
annual report for the
chosen firm analysis sections supported with a small quantity of sources.
The report contains forecasting analysis, according to firm The report offers a poor analysis of the annual report for the chosen firm analysis sections with a restricted quantity of sources.
The report doesn’t
assumptions and the calculation course of in-depth. assumptions and the calculation course of. forecasting analysis according to firm technique and efficiency and confirmed the calculation course of. technique and efficiency however it’s minimal. examine firm
monetary knowledge with different benchmarks or there may be poor or no hyperlink forecasting with the corporate technique.
18.zero to 14.39 pts 14.39 12.59 pts 12.59 to 10.79 pts 10.79 to eight.99 pts eight.99 to zero pts 18.zero
Report construction
Organise the report in accordance with process necessities.
The report exemplifies an understanding of the context and goal of a enterprise report.
The report reveals knowledgeable and well-thought out structure with desk of contents, heading ranges, diagrams and so forth. transferring complicated information and concepts successfully. The report demonstrates excessive degree understanding of the context and goal of a enterprise report. The report reveals a fastidiously lay out with desk of contents, heading ranges, diagrams and so forth.
transferring complicated information and concepts successfully. The report
demonstrates
ample grasp of the context and goal of a enterprise report. The report reveals an organised structure with desk of contents, heading ranges, diagrams and so forth.
making an attempt a
transferral of complicated information and concepts. The report demonstrates primary grasp of the context and goal of a enterprise report.
The report has a structure with desk of contents, heading ranges, diagrams and so forth. and exhibits an try to switch complicated information and concepts coherently. The report
demonstrates minimal grasp of the context and goal of a enterprise report. The report has a poor structure of desk of contents, heading ranges, diagrams and so forth., ineffectively
transferring complicated information and concepts.
5.zero to three.99 pts three.99 to three.49 pts three.49 to 2.99 pts 2.99 to 2.49 pts 2.49 to zero pts 5.zero
Referencing and language in use
Comply with educational conventions and use acceptable language to interact the viewers. The report clearly and precisely data all cited sources within the report utilizing Harvard referencing.
The language within the The report data all cited sources within the report principally precisely utilizing Harvard referencing.
The language within the The report data most cited sources within the report utilizing Harvard referencing however errors are evident.
The language within the The report data some cited sources utilizing Harvard referencing however some main errors are evident.
The language within the The report has lacking or incorrect citations or doesn’t apply Harvard referencing model.
The general
report is obvious, concise and skilfully engages the viewers all through. report is obvious, concise and engages the viewers. report is obvious and concise and engages the viewers in some sections. report is in components verbose or unclear. language is complicated or unclear.
5.zero to three.99 pts three.99 to three.49 pts three.49 to 2.99 pts 2.99 to 2.49 pts 2.49 0pts 5.zero
Whole: 40 pts
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Business and Regulation School —
BAFI3225 Analyze monetary statements
Assessment 2: Financial modelling challenge – Half 1
Overview
Financial statement analysis is an integral half of the enterprise analysis of the agency; it requires examination of the prevalent financial scenario, trade analysis, and the agency’s strategic place. This Assessment covers the fundamentals of each qualitative and quantitative analysis of the agency’s stories and then seems additional into danger analysis, forecasting and valuation strategies. The purpose is to supply a working information of the position of monetary stories within the total agency valuation. This Assessment adopts a sensible strategy the place doable utilizing knowledge from actual firm stories. You’ll achieve an appreciation of the usefulness and significance of monetary statement data and the instruments used to guage
