In this assignment, students must select a publicly listed entity, perform fundamental analysis and provide investment recommendations.
Question:
In this assignment, students must select a publicly listed entity, perform fundamental analysis
and provide investment recommendations. The selected company can be one of the companies in
your investment competition portfolio.
Introduction (10%)
In this section, you must provide the company background, historical stock performance, and
relevant information to your recommendation.
Qualitative analysis (25%)
This section should analyze
- The current state of the economy and the economic implication to the financial market
- The opportunity and challenge of the industry the company operates in.
- The competitive advantages of the company
- Corporate governance and management team
Quantitative analysis (25%)
This section should provide
- Financial analysis - horizontal, vertical, ratio and Dupont analysis
- Valuation - DCF, DDM or Price Comparable
- Margin of Safety
Recommendation (30%)
This section provides your recommendation and reasoning to sell, hold or buy based on your
findings and analysis. You also address the issues and concerns with this business.
Introduction To Health Care Management
ISBN: 9781284081015
3rd Edition
Authors: Sharon B. Buchbinder, Nancy H. Shanks