$3$G lis.

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Third Assignment $-$portfolio managem...

Assignment Three $(5/5/2025)$

Investment Analysis Case: Buy, Hold, or Sell? A

Comprehensive Evaluation of a Public Company

Objective:

To apply both fundamental and technical analysis techniques to evaluate a selected publicly traded company and issue an investment recommendation $($buy$,$ hold, or sell$)$ based on sound financial reasoning.

s part of your role as an equity analyst at a boutique investment advisory firm, you have been assigned to conduct a full evaluation of a listed company of your choice $($e$.$g$.,$ Apple Inc., Tesla, Nestl$,$ Aramco, Hikma Pharmaceuticals, etc.$)$ from US market.

Your analysis should be structured into two main parts:

Part $1$: Fundamental Analysis

Analyze the company's financial statements $($income statement, balance sheet, and cash flow$).$

Use key ratios $($P$/$E$,$ ROE, ROA, D$/$E$,$ etc.$).$

Evaluate the firm's competitive position $($SWOT or Porter's $5$ Forces$).$

Consider macroeconomic and industry factors.

Provide intrinsic valuation using at least one method $($e$.$g$.,$ DCF$,$ Dividend Discount, or Relative Valuation$).$

Part $2$: Technical Analysis

$-$Select and apply relevant indicators $($e$.$g$.,$ Moving Averages, RSI, MACD, Bollinger Bands$).$

Identify patterns $($trends$,$ support$/$resistance levels, candlestick patterns$).$

$-$Use charts to illustrate price movements and momentum.

Interpret signals for timing the investment.

Final Recommendation:

Based on your findings from both analyses, provide a clear investment recommendation:

Buy, Hold, or Sell $-$ and justify it$.$

Structure of the Report:

Company Overview $3$G lis.

$1$:$$

Third Assignment $-$portfolio managem...

Assignment Three $(5/5/2025)$

Investment Analysis Case: Buy, Hold, or Sell? A

Comprehensive Evaluation of a Public Company

Objective:

To apply both fundamental and technical analysis techniques to evaluate a selected publicly traded company and issue an investment recommendation $($buy$,$ hold, or sell$)$ based on sound financial reasoning.

s part of your role as an equity analyst at a boutique investment advisory firm, you have been assigned to conduct a full evaluation of a listed company of your choice $($e$.$g$.,$ Apple Inc., Tesla, Nestl$,$ Aramco, Hikma Pharmaceuticals, etc.$)$ from US market.

Your analysis should be structured into two main parts:

Part $1$: Fundamental Analysis

Analyze the company's financial statements $($income statement, balance sheet, and cash flow$).$

Use key ratios $($P$/$E$,$ ROE, ROA, D$/$E$,$ etc.$).$

Evaluate the firm's competitive position $($SWOT or Porter's $5$ Forces$).$

Consider macroeconomic and industry factors.

Provide intrinsic valuation using at least one method $($e$.$g$.,$ DCF$,$ Dividend Discount, or Relative Valuation$).$

Part $2$: Technical Analysis

$-$Select and apply relevant indicators $($e$.$g$.,$ Moving Averages, RSI, MACD, Bollinger Bands$).$

Identify patterns $($trends$,$ support$/$resistance levels, candlestick patterns$).$

$-$Use charts to illustrate price movements and momentum.

Interpret signals for timing the investment.

Final Recommendation:

Based on your findings from both analyses, provide a clear investment recommendation:

Buy, Hold, or Sell $-$ and justify it$.$

Structure of the Report:

Company Overview