Dublin Business School Assessment Brief Module Title: FinancialAnalysis Module Code: B9AC106 Module.


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Dublin Business School Assessment Brief Module Title: FinancialAnalysis Module Code: B9AC106 Module Leader: Michael Kealy, Enda Murphy Assessment Title: Analysis of Financial Statements Assessment Number (if relevant): 1 of2 Assessment Type: Formal Report to Board of Directors Restrictions on Time/Length : 3,000words (excl. Bibliography) +/- 10% Individual/Group: Individual Assessment Weighting: 50% Issue Date: Week 1 Hand In Date: Week 8 Planned Feedback Date: 3 weeks from submission date Mode of Submission: Moodle Assessment Task You are a senior executive in a publicly quoted company. Your board of directors has asked you to review the financial and operating performance of your company listed on the FTSE 100 [NOT a Financial services company] and provide them with a written report of your findings. Requirements 1. Briefly review the company’s stated focus and goals as noted in its mission statement and/or in its CEO/Chairman’s statement [Annual Report]. 10 marks 2. Analyse and discuss its financial performance and financial position in that context. Your analysis will be supported by appropriate and relevant ratio calculations and explanatory comments. Trends should be identified and analysed. 50 marks 3. A competitor organisation is attracting your interest. You have the choice of buying 10% of their shares now OR of continuing to monitor their performance, leaving open the possibility of a share purchase at a later stage. A) Estimate the value of a 10% stake in the competitor, showing and explaining your workings. 20 marks AND B) Recommend [with strong justification] whether or not to proceed with the investment. 20 marks Footnote: The constituents companies on the FTSE 100 may be obtained from many sources including:: http://shareprices.com/ftse100 and http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/indices/constituents-indices.html?index=UKX Further Information 1. Do not choose a Financial Services company. 2. No two students in the class may select the same company. You reserve your proposed company by nominating a company from your listing of the FTSE 100 at the start of class to your lecturer. Where two students choose the same company, the first reservation prevails. 3. Merely computing ratios and observing whether they are improving/disimproving is NOT analysis – the requirement is to establish WHY the ratios are trending as they are. It is STRONGLY recommended that you examine competitors’ ratios, seek industry norms, and source published professional opinions [eg brokers’ / investment reports]. Other Requirements : 1. Word count to be noted on front page of submission, together with name and number 2. All assignments must be submitted no later than the stated deadline. o Assignments submitted after the latest deadline (date and time) specified, including any extension, are deemed to be ‘late’ and are penalised, as follows: § Where the assignment is submitted not more than seven working days after the latest specified date, the mark awarded to the assignment is reduced by 25%. § Where the assignment is submitted more than seven working days after the latest specified date, it is awarded a mark of zero § Where the assessment is undertaken in a group, the piece of work should be submitted in its complete entirety, and any penalty for late submission incurred appliesto all group members. 3. Extensions to assignment submission deadlines will be not be granted, other than in exceptional circumstances. To apply for an extension please go tohttp://www.dbs-students.com/Registrar/ and download the Assignment Extension Request Form. Once completed this form should then be returned to your Programme Leader, for approval. 4. Students are required to retain a copy of each assignment submitted, and the submission receipt (If a physical submission is required) until the issuing of a transcript indicating the mark awarded. 5. Students are required to refer to the assessment regulations in their Student Guides and on the Student Website. 6. Dublin Business School penalises students who engage in academic impropriety (i.e. plagiarism, collusion and/or copying). It is STRONGLY recommended that you attend a referencing advisory session [provided by the Library]. 7. To prevent plagiarism please follow this link to the Harvard Style Referencing Guide – all referencing is required in this format. http://issuu.com/dbslibrary/docs/harvard-referencing-guide/1?mode=a_p (Guide on referencing is also available under DBS library guides atwww.library.dbs.ie) 8. In relation to electronic submissions: A. All assignments should be submitted to your subject/course page on Moodle by the deadline date. B. It is the student’s responsibility to ensure their file is uploaded correctly. C. When an assignment is submitted, it is the student’s responsibility to ensure that the file is in the correct format and opens correctly. D. When you submit your assignment you will be asked to click on a button which will declare the following: By submitting this assignment I confirm that I am aware of DBS’s policy regarding cheating, plagiarism and all other forms of academic impropriety. The coursework submitted is my own or my group’s work, and all other sources consulted have been appropriately acknowledged. I am aware that in the case of doubt an investigation will be held. E. Include an electronic cover sheet with the following details to the front of the assignment: Electronic Assignment Cover sheet Please fill out and attach as the first page of Assignment. Student (s) Number as per your student card: ____________________________ __________________________ ____________________________ __________________________ _____________________________ __________________________ Course Title: Lecturer Name: Module/Subject Title: Assignment Title: No of Words: Note: Technical support is available to student between 0930- 1700 hrs only. There is no technical support after 1700 hrs. It is your responsibility to ensure that you allow time to troubleshoot any technical difficulties by uploading early on the due date. Attachments: question.docx

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