group assignment: a written report and analysis of the financial performance of two selected listed companies on the ASX in order to provide financial and investment advice to a wealthy investor. Choosen company: BEGA cheese limited (BGA) and New Zealand king salmon (NZK) My part: Calculation of beta values and expected Rates of Return using the CAPM: Go online to https://www.reuters.com/finance/stocks/ and type in the code for your companies into the Search Stocks field and click on the magnifying glass button. – What is their calculated beta (?) for your companies? – If the risk free rate is 5% and the market risk premium is 6%, use the Capital Asset Pricing Model (CAPM) to calculate the required rate of return for the companies shares. CRITERIA Calculation and presentation are demonstrated clearly; Financial ratios are derived, compared and justified with exemplary analysis that based on current issues and key factors; Comparison, Implications and explanation are provided convincingly Consistent 3 year analysis and properly justified for inclusions or exclusions. ————————————————————————————————————————————— Other information INSTRUCTIONS Students are required to form a group to study, undertake research, analyse and conduct academic work within the areas of business finance covered in learning materials Topics 1 to 10 inclusive. The assignment should examine the main issues, including underlying theories, implement performance measures used and explain the corporate financial performance. Your group is strongly advised to reference professional websites, journal articles and text books in this assignment (case study). Tasks This assessment task is a written report and analysis of the financial performance of two selected listed companies on the ASX in order to provide financial and investment advice to a wealthy investor. This assignment requires your group to undertake a comprehensive examination of corporate financial performance based on update financial statements of the chosen companies. BACKGROUND Youre a group of investment analysts who work for a large investment consulting firm based in Australia. Theres one big institutional investor from overseas that is interested in investing in the Australian market. Youve been asked to choose two large companies operating under the same industry in Australia (the industry you think will have the most promising future for investment) then evaluate and compare them. Finally make a recommendation through your Report to the investor which one is more superior fundamentally. Create your groups business name under which your group will be providing the financial advisory services. Choose two listed companies that your group will investigate/analyse for the purposes of possible recommendation to your client. The group should obtain all information about the selected companies from this web site: . Required: Obtain copies of Financial Statements including Income Statements, Balance Sheets, and Statement of Changes in Equity, Cash Flows Statements and Notes for three (3) financial year 2014-2015, 2015-2016 and 2016-2017. Your group can download these documents from the suggested web site using the firms code (example, BHP- for BHPBilliton Company, etc.).
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