Assessment 2 Guide and Instructions

Assessment Instructions

Submission 1( Week 4,200 words):Company Background and Stakeholder

• Students will introduce their selected ASX listed company,including a description of the business’ operations / activities.
• To select your ASX listed company, https://www.listcorp.com/asx/sectors/and https://www.asx200list.com/ are useful resources. The following guidance is provided.
  • Consider choosing a company you have worked for or would like to work for, or a company you have followed or been a customer of.
  • Avoid banks and insurance companies.
  • Large companies tend to have more publicly available research and news coverage.
  • Do not select companies that are studied in the Workshops(Harvey Norman and Woolworths).
• Describe the stakeholder you will be reporting to and the purpose of the report. Examples include the following.
  • Management (CEO,CFO,Chair of the Board)and operational or strategic changes the company should consider.
  • An investor/lender and whether to invest in the company’s shares/bonds.
  • A bank and whether it should lend to the company.
  • A supplier and whether it should supply to the company ,based on its financial and/or non-financial situation.
  • An employee and whether they should work for the company.
• Students are required to correctly reference all information sources. More detail on referencing is provided later in this document.
• Submission will be via dedicated Submission 1 Turnitin link.
   

Submission 2( Week 9,1000 words):Financial and Non-Financial Analysis

• Your company’s Annual Report, Financial Statements and Sustainability Report (where available) will be important resources for this section. However, students are also expected to utilise resources independent of the company.
• Students are required to correctly reference all information sources.More detail on referencing is provided later in this document.
• Submission 2 should be presented as a separate document from Submission 1 and submitted via the dedicated Submission 2 Turnitin link.

Financial Analysis

• Present and discuss key financial results and trends.This may include trends in sales, expenses and profitability.
• Discuss the company’s financial performance.This will require understanding and describing the fundamental drivers of the business.
• Calculate and present relevant financial ratios.If the stake holder is an equity investor, include share market ratios. If the stakeholder is a lender, include financial stability ratios. You may include ratios not included in the Workshop slides (but should define these when doing so).
• Interpret your financial ratios and reach insights on which to base your recommendation.
• The key financial data should be presented in summary tables. Charts can also be a useful visual tool. Your data will typically involve horizontal analysis(minimum of 3 years)but may also involve vertical analysis.

Non-Financial Analysis

• Discuss non-financial aspects of the company’s performance.
• Students are expected to present relevant non-financial and sustainability measures.
• The key data series should be presented in summary tables. Charts can also be a useful visual tool.
• In addition to analyzing non-financial and sustainability data, students may wish to concisely consider one or more of the following aspects of the business.
  • Ethical aspects of the company’s activities.
  • Strengths ,weaknesses, opportunities and threats(SWOT).
  • The company’s business strategy, competitors and outlook.
• Reach insights on which to base your recommendation.

Submission 3(Week 11): Conclusion and Recommendation (5-minute video)

• Record a 5-minute video in which you present your conclusion(s) and recommendation.
• Your video should:
  • Present the key findings and any conclusions you have drawn from your analysis,
  • Clearly state an actionable recommendation for your stakeholder,
  • Justify your recommendation based on your financial and/or non-financial analysis,
  • Describe the expected outcome should your recommendation be followed, and
  • Be creative and/or make use of visual aids.
• Submission 3 is submitted via Kaltura. Please refer and adhere to the Help with Kaltura video upload link regarding how to record and submit the video.

Further comprehensive information is provided in the Assessment 2 Information document separately provided on My KBS. Students should carefully refer to this document