HI5002 Finance for Business Assignment Help

 

Assessment Details and Submission Guidelines

TrimesterT22024
Unit CodeHI5002
Unit TitleFinance for Business
Assessment TypeGroup Assignment
DueDate+ time:

Week10-27/09/2024

11.59pm(Melb/Sydneytime)

Purpose of the assessment (withULO Mapping)

Students are enrolled in a Group of up to 4 members. The group will study, analyse andconductacademicworkonthetopicsofBusinessfinancefromweek1toweek9 (ULO 1, 2, 3 and 4).

A group of 4 students will study,analyse,andperformacademicassignmentsrelated to business finance. This activity will cover ULO 1, 2, 3, and 4.

Weight40%
Total MarksAssignment(40marks)
Word limit3,000words±500
Submission Guidelines
  • All work must be submitted on Blackboard by the due date, along with the completedassignmentcoverpage.Thetemplateoftheassignmentcoverpageis provided in the assessment folder.
  • TheassignmentreportmustbeinMSWordformat,withnospacing,11-ptCalibri font and 2 cm margins on all four sides with appropriate section headings and page numbers andthe content in the reportshould be supported with the relevantdatasets,calculations andchartsinexcel. Group Reportswithnoexcel attachementswill be subject to 10% penalty.
  • Referencesourcesmustbecitedinthetextofthereportandlistedappropriately attheendinanumberedreferencelistusingtheAdaptedHarvardReferencing style. A penalty is applied for incorrect referencing.
  • Submitted workshouldbeyouroriginal work,showingyourgenuine engagement inthisunit.Evidenceofyouroriginalgroupwork(allocationoftasks,discussion, file exchanges, drafts, etc.) needs to be presented.
  • Students need to read and understand the Holmes Academic Conduct and IntegrityPolicybeforetheystartanyassessmenttoensurethattheirassignment is misconduct-free.
  • Three(3) attemptsofsubmission are allowed,andonly thefinalsubmissionwill be graded.
  • When you submit your assignment electronically, please save the file as 'Group Assignment- your Group number.doc'. You are required to submit the assignment at Blackboard/Assessments/Group Assignment Information/Group Assignment and Submission Link.

Alwayskeepanelectroniccopyofyouroriginalfileuntilyouhavereceivedthefinal grade for the unit. Please ensure that you submit the correct file in the correct

formatthatisreadableonBlackboard.

Submission Guidelines
  1. AllworkmustbesubmittedonBlackboardbytheduedatealongwitha completed Assignment Cover Page.
  2. TheassignmentmustbeinMSWordformatunlessotherwisespecified.
Academic Integrity InformationHolmes Institute is committed to ensuring and upholding academic integrity. All assessments must comply with academic integrity guidelines. Please learn about academicintegrity and consult your teacherswith anyquestions. Violating academic integrityisseriousandpunishablebypenaltiesthatrangefromdeductionofmarks, failure ofthe assessment task or unit involved, suspensionofcourseenrolment,or cancellation of course enrolment.
Penalties
  • AllworkmustbesubmittedonBlackboardbytheduedateandtime,alongwith a completed Assessment Cover Page. Late penalties apply.
  • Your answers must be based on Holmes Institute syllabus of this unit. Outside sourcesmaynotamounttomorethan10%ofanyanswerandmustbecorrectly referenced in full.Over-reliance on outside sources will be penalised
  • Referencesourcesmustbecitedinthetextofthereportandlistedappropriately at the end in a reference list using Holmes Institute Adapted Harvard

    Referencing.Penaltiesareassociatedwithincorrectcitationandreferencing.

Group Assignment Guideline sand Specifications

Group Contribution

Every member in each group must contribute equally to the group work. Any members who do not respond or contribute to the group work should be reported by the group to the Unit Coordinator for removal before week 10.

To ensure fair distribution of work,each group must agree on the percentage of contribution and tasks for each member, including specific parts of the assignment for which each member will be responsible.This information must be clearly specified in the table on the cover page,and you must retain evidence to substantiate your contribution.

Assignment Specifications

Risk Return and Portfolio  Evaluation                                                                                                   (40marks)

Instructions:

You are required togather the monthly shareprices(AdjustedClose)forJanuary2022throughJune 2024 (use 01/01/2022 - 30/06/2024 as date range in yahoo finance) for your group's assigned Australian Securities Exchange(ASX) companies from Yahoo Finance.

 

  • Allocation of companies
Group NumberCompanies for Study (fromASX)

 

Odd

ASX:ORG             Origin EnergyLimited ASX:GMG            Goodman Group

ASX:TLS                TelstraGroupLimited

ASX:WOW           Wool worths Group Limited

 

Even

ASX:APA          APAGroup

ASX:SCG         Scentre Group Limited ASX:REA          REA Group Ltd

ASX:COL          Coles Group Limited

Note:

  • Group enrollment is specific to each campus, and you are not allowed to create groups that span across different campuses.
  • Further HI5002 students can not group with HM5002 students.
  • You are required to strictly adheretothe company selection guidelines.Failure to comply will result in no grades being awarded for the group assignment.

Questions

  1. Write an overview on allocatedcompanies including the following as minimumre quirements:
    1. the sector /industry to which the company belongs,
    2. its principal business activities (main products or services),
    3. total market capitalization(asofJune,2024),
    4. number of full-time employees,
    5. countries/regions in which the company operates,
    6. majorcompanyeventsin2023–2024whichmayhaveimpacteditsstock prices.

(6marks)

  1. Statistic alanalysis on return,risk and portfolio evaluation.

 

  1. Calculate the monthly return and fill the table below. If there are no return values, indicate them as N.A.

(4marks)

Note:You are required to copy this table to your assessment answers document.

 

 

 

Return%

 

Month

Company1 (Name)Company2 (Name)Company3 (Name)Company4 (Name)
Jan-2022    
Feb-2022    
Mar-2022    
Jan-2023    
Feb-2023    
Mar-2023    
Jan-2024    
Feb-2024    
Mar-2024    
April-2024    
May-2024    
June-2024    

Please note that the table aboves how sseveral return calculations from your dataset. However, the answers to all the questions should be based on the entire dataset.

  1. Derivesuitablegraphstoshowthevolatilityofmonthlyreturns,commentonsignificant observations and critically review the possible reasons behind the return volatility.

Pleaseinsertthegraphintotheassignment

(6marks)

  1. Calculatethearithmeticmean,andstandarddeviationofmonthlyreturnandcommentonthe riskandreturnbehaviourofthestocks.                                                                                            (4marks)

 

 Company1 (Name)Company2 (Name)Company3 (Name)Company4 (Name)
ArithmeticMean (%)    
StandardDeviation(%)    

Note:Roundoffallvaluestotwodecimalplaces

  1. Calculate the geometric mean of the monthly return for each stock,andexplainwhatthese values indicate about the companies' returns

(2 marks)

 

 Company1 (Name)Company2 (Name)Company3 (Name)Company4 (Name)

GeometricMean

(%)

    
  1. Usingthecalculatedaveragemonthlyreturn,estimatetheannualreturn.                          (4marks)

 

 Company1 (Name)Company2 (Name)Company3 (Name)Company4 (Name)

AnnualReturn

(%)

    
  1. Calculatetheholdingperiodreturnforeachstock.                                                                       (2marks)

 

 Company1 (Name)Company2 (Name)Company3 (Name)Company4 (Name)

HoldingPeriod

Return(%)

    
  1. AssumethatonJanuary1,2022,youinvested$50,000and$25,000respectivelyinthestocks withhighestreturns(Holdingperiodreturn)inthegivenstocklist.Calculatethetotalvalueof your investment at the end of June 2024.
  2. Basedonthemonthlyreturn,estimatethesestocks'correlations.

Please insert the correlation matrix from your Excel output

(4marks)

(2marks)
 

  1. Assumean investorseeksyour helpto constructa portfolio consistingof2 stocksfromthose youreviewed.Advisehimonthecorrectselectionofstocks,basedoncorrelationanalysis,and then review the portfolio's risk and return.

Supporty our answer with a suitabletable with the required calculations

(6marks)

Note:

  1. Do not copy the questions into your assignment document;use the question number instead.
  2. Ensure that you attach the Excelfileto your assignment submission,asassignments submitted without an attached Excel file will incur a 10% penalty.

Marking criteria

Marking criteriaWeighting
Risk Return and Portfolio Evaluation
Overview of companies6
Calculation of monthly return4
Review of the volatilityofreturnwithgraphs6
Calculationofarithmeticmean,standarddeviationandgeometricmeanofmonthlyreturn6
Estimationofannualreturnandholdingperiodreturn6
Estimationofthevalueofthe investment4
Correlation analysis2
Portfolio evaluation6
Total40

Academic Integrity

Holmes Instituteis committed to ensuringandupholding Academic integrity,as Academic Integrity is integral to maintaining academic quality and the reputation of Holmes' graduates. Accordingly, all assessment tasks need to comply with academic integrity guidelines. Table 1 identifies the six categories of Academic Integrity breaches.Ifyouhave any questions about Academic Integrity issues related to your assessment tasks, please consult your lecturer or tutor for relevant referencing guidelines and support resources. Many of these resources can also be found through the Study Sills link on Blackboard.

Academic Integrity breaches are a serious offence punishable by penalties that may range from deductionofmarks,failure of the assessment task or unit involved,suspension ofcour seen rolment, or cancellation of course enrolment.

Table1:Six categories of Academic Integrity breaches

PlagiarismReproducingtheworkofsomeoneelsewithoutattribution.Whenastudent submits their own work on multiple occasions this is known as self- plagiarism.
CollusionWorkingwithoneormoreotherindividualstocompleteanassignment,ina way that is not authorised.
Copying

Reproducingandsubmittingtheworkofanotherstudent,withorwithout

theirknowledge.Ifastudentfailstotakereasonableprecautionstoprevent their own original work from being copied, this may also be considered an offence.

ImpersonationFalselypresentingoneself,orengagingsomeoneelsetopresentasoneself,in an in-person examination.
ContractcheatingContractingathirdpartytocompleteanassessmenttask,generallyin exchange for money or other manner of payment.
Datafabricationand falsificationManipulatingorinventingdatawiththeintentofsupportingfalse conclusions, including manipulating images.

Source:INQA

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