You are expected to summarize the economics and current conditions of one firm in an industry (s) to help an investor choose the company in his portfolio. This is part of an advanced investment management of portfolios. Describe the strategies each of the firm pursues, and perform an overall review of the company, download their statement, conduct fundamental and technical analysis, and talk about any other relevant items. (check guidelines below ) Kindly Note presentations MUST BE RECORDED and uploaded with your final deliverable I expect you to deliver a powerpoint presentation with the following tasks: Time for presentation: 10-15 mins Guidelines: Part 1 Qualitative Part (15%) Introduction Brief analysis of the Company Chosen and Literature Review from Emerging Markets Corporate and Managerial Implications (find evidence): - Do they manage or do they lead? How can this affect their stock price? Tie this to the Behavioral factors we have studied. - Please explain what a business level strategy - Explain what is their organization's internal and external environment. Please name an example for each category (in case it is available) -What is their code of conduct? Is their code of conduct enough to enforce ethical behavior? Does that affect their future price? - Please explain what their product/service lifecycle is? Why should the investor believe in their stock? Part 2 Quantitative Part (20%) Methodology of your findings / Ratio Analysis Financial Performance of the company: - Comparative analysis of the past 2 years and within its industry (if possible, otherwise calculate the average of top 10 companies in the sector) - When performing a financial analysis what are your options to compare indicators? Ratios to keep in mind: Net Profit margin Return on equityOthers (if you consider necessary) Part 5 Assessment of the Investment (40%) A portfolio Selection or financial indicators to assess the company/s to invest in Construct your investor's portfolio. Calculate the risk based on the price lag model (Return, Risk and All financial ratios that will help the investor assess your investment in Emerging markets) Part 4 Conclusions, limitations and Recommendations (5%) Please choose 1 company out of the presented options Bibliography has to be cited in APA format. (You can use easy bib on google docs)
You are expected to summarize the economics and current conditions of one firm in an industry (s) to help an investor choose the company in his portfolio. This is part of an advanced investment management of portfolios. Describe the strategies each of the firm pursues, and perform an overall review of the company, download their statement, conduct fundamental and technical analysis, and talk about any other relevant items. (check guidelines below ) Kindly Note presentations MUST BE RECORDED and uploaded with your final deliverable I expect you to deliver a powerpoint presentation with the following tasks: Time for presentation: 10-15 mins Guidelines: Part 1 Qualitative Part (15%) Introduction Brief analysis of the Company Chosen and Literature Review from Emerging Markets Corporate and Managerial Implications (find evidence): - Do they manage or do they lead? How can this affect their stock price? Tie this to the Behavioral factors we have studied. - Please explain what a business level strategy - Explain what is their organization's internal and external environment. Please name an example for each category (in case it is available) -What is their code of conduct? Is their code of conduct enough to enforce ethical behavior? Does that affect their future price? - Please explain what their product/service lifecycle is? Why should the investor believe in their stock? Part 2 Quantitative Part (20%) Methodology of your findings / Ratio Analysis Financial Performance of the company: - Comparative analysis of the past 2 years and within its industry (if possible, otherwise calculate the average of top 10 companies in the sector) - When performing a financial analysis what are your options to compare indicators? Ratios to keep in mind: Net Profit margin Return on equityOthers (if you consider necessary) Part 5 Assessment of the Investment (40%) A portfolio Selection or financial indicators to assess the company/s to invest in Construct your investor's portfolio. Calculate the risk based on the price lag model (Return, Risk and All financial ratios that will help the investor assess your investment in Emerging markets) Part 4 Conclusions, limitations and Recommendations (5%) Please choose 1 company out of the presented options Bibliography has to be cited in APA format. (You can use easy bib on google docs)
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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