Beruflich Dokumente
Kultur Dokumente
MANAGERIAL FINANCE
ASSIGNMENT (60%)
As a financial analyst, you have been asked to analyze a firm. Your task is to make a
recommendation as to whether or not to invest in this firm given the analysis you undertake.
Assignment format
Written report
o About 6000 words using size 12 Times New Roman. Not including tables and figures.
o Double spacing
Assignment details
This assignment provides an opportunity to get some practical experience in applying corporate
finance principles to real firms. In the process, you will get a chance to:
Evaluate the risk profile of the firm, and examine the sources of risk
Analyze the firms stockholders
Examine the firms investment choices
The firm
The firm must be listed on the Ho Chi Minh City Stock Exchange (VN100) or the New York
Stock Exchange (NYSE) or the National Association of Securities Dealers Automated Quotations
(NASDAQ).
Assessment guide:
The assignment is to be done individually
The assignment is to be presented as a business report. Your analysis should provide the support
3. Investments
Is there a typical project for this firm? If yes, what would it look like in terms of life (long term
or short term), investment needs, and cash flow patterns?
How profitable are the projects that the firm has on its books currently?
Are the projects in the future likely to look like the projects in the past? Why or why not?
4. Dividend policy
. How did the firm conduct the dividend policy in the past five years? Is it good or bad, why?
5. Capital structure
. Present capital structure of the firm; explain if that structure is good or bad, why? (student
should make comparison with the other firms in the same industry)
6. Valuation
Do you think that the firm is correctly valued by the market? Why?