The report describes the process of the analysis of two stocks which has been done using the Single Index Model. It includes collecting and sorting the data, analysis this data using the SIM and regression analysis and the explanation and the evaluation of the results. The findings are useful for decision making in the financial planning.
- Stocks Analyzed
The table above contains the information about two analyzed stocks: the company name, stock code, relevant sector, the average return and the standard deviation of the return. Last two points have been computed using the monthly price data spanning Continue reading...
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Wealth Reports Samples For Students
Good Example Of Report On RT=ptac-PT-1acpt-1ac
Portfolio Management Process Report
Since, the portfolio construction is based on Moderately Conservative Risk Tolerance, this is a clear indication that the investor is either retired or is retired and is solely relying on paychecks from the portfolio income. Another extreme case can be that the investor has already faced the negative side of investment and has lost his money in the past and thus, he prefers to be moderately conservative in his investment approach. Thus, being an ethical investment advisor firm, we cannot force the investor to change his investment approach and thus, we shall continue with the portfolio construction as per Continue reading...
Repair Section Analysis 4 Report Samples
Management Accounting for Business Decisions
This report is very important from the management’s point of view because of the reason that it thoroughly focused on all the major organizational structure, system and the policies of the business. In this report, full analysis of the repair segment, conversion segment, administration department, existing services and inventory management procedures has been made. Moreover, weak areas have been identified, and full recommendations have been made at the ending part of this report in order to convert the weak sections into the stronger section. Overall, this report will provide a clear cut guideline regarding what is Continue reading...
Ratio Calculations And Findings Reports Example
The report is prepared with the objective of conducting the financial analysis of Domino Pizza Enterprise Ltd that is listed on Australia Stock Exchange under the ticker symbol of ‘DMP. The report carries great significance for us to attain the knowledge of financial analysis and how the financial ratios and other multiples can affect our investment decision relating to a company. To simplify the analysis and to facilitate the reader, we divided the report in multiple sections relating to ratios, intrinsic value calculation and calculation of cost of capital.
i)Current Ratio: Current Assets/ Current Liabilities
Good Example Of Report On Agency Problems And The Ways In Which It Could Be Solved
The Concept of Agency Problems
In the field of business and financial management, when a principal hires or appoints any agent to carry out or perform some sort of duty, this activity gives a rise to an agency relationship. An agency problem, known as a conflict of interest, comes to existence when there is a clash of interest between the needs of the agent and the demands of the principal.
A conflict of interest or an agency problem is said to be inherent in any kind of relationship where one party is obliged to act in the best interests of counterparty. The major concern Continue reading...
Company Law Report
The addition of a new shareholder in farming solutions limited has taken a different change. It is so since Jed is now a minority shareholder who opens his own business just after being a shareholder. The objective is to understand about duties of directors like henry, the law on the protection of the minority shareholders, in this case Jed. The different types of meetings held once a company has been incorporated are also of interest. It also aims to establish the rights of shareholders and debenture holders and the effect of the liquidation process on employees, directors, creditors, and Continue reading...
Financial Analysis Report Examples
About the report
The core objective of this report is to analyze the financial performance of the four leading banking organizations operating in France, namely, Dexia SA, Credit Agricole SA, Societe Generale Group and Euler Hermes Group SA. For this purpose we will be analyzing the financial statements of all the above-named organization for the past four(4) yeas from 2010 to 2013 where we will be calculating the profitability ratios and risk ratios for each of them to compare their performance over the years.
These ratios carries great importance for all the stakeholders of the organization as they directly indicate the Continue reading...
Good Example Of Britvic Financial Analysis Report
Britvic Company Financial Analysis:
With operations in prominent countries of Europe like the Great Britain, Ireland and France, Britvic is renowned as one of the leading soft drink companies in the whole of Europe (Marketwatch.com, 2014).
The Company has been able and successful in setting up a definite portfolio across the markets where it operates. The brands of the Company that have captured its own market include Robinsons, Tango, J2O, drench, MiWadi, Ballygowan, Teisseire and Fruité. The Company also produces and sells famous drinks of PepsiCo Company such as Pepsi, 7UP and Mountain Dew Energy, in Britain and Ireland, as per theelite Continue reading...
Sample Report On Standardization/Adaptation Of The Marketing Mix Of LV
Multinational companies, in their objective of developing business practices, increase profitability and overcome any problems associated with the saturation of their existing markets, expand their operations to an international platform. When a company makes a decision of marketing its products at the international level within the field and the theory of international marketing, a principal decision is related to standardization and localization.
A company has to decide whether to use a standardized marketing mix with a single marketing strategy all over the world, or to adjust the marketing mix and strategies for fitting into unique and distinct dimensions of Continue reading...
Report On Sovereign Wealth Fund
A sovereign wealth fund (SWF) is a government-owned investment fund that is done when there is a surplus in the balance of payment. The investment portfolio comprises of investment in financial assets such as equity or hedge funds, precious metals, stock and bonds. These funds are able to invest globally as well (Roubini, 2008). The SWF are funded by the profits that are received from foreign exchange reserves that are held by the State Bank of the country or the commodity exports. Total Assets under Management by the SWF has been increasing drastically over the last several years. The Continue reading...
Good Michael Jackson's Lucrative Legacy Report Example
Reaction and Thoughts on the 60 Minutes Video
The documentary video entitled “Michael Jackson's Lucrative Legacy” shown by CBS News’ 60 Minutes presented the legacy left by Michael Jackson after he died in 2009. The most moving and inspiring message relayed was the ability of Jackson’s estate and legacy have continued to earn profits which enabled the complete payment of his almost $380 million in debt . It was actually the first time that one heard assets in terms of the music catalog or the songs written by other artists. As such, the music catalog of the Beatles were allegedly bought for about $47.5 million and future Continue reading...
Good Example Of Financial Analysis Of Kindred Healthcare Inc Report
Kindred Healthcare Inc. is a company that provides healthcare services through its transitional care hospitals, rehabilitation hospitals and assisted living facilities, among other healthcare services across the United States. This paper gives a detailed financial and operating analysis of the company to assess its liquidity, profitability, operating efficiency, as well as solvency.
1. RATIO ANALSYS
a) Liquidity ratios
The current ratio of Kindred Healthcare for the year 2013 was 1.510 implying that it had adequate current assets to repay its current liabilities. Although this value is less that the ideal 2:1, the organization’s liquidity is strong. The ratio Continue reading...
Report On Finance
Evaluation of Corporate Performance
Evaluation of Corporate Performance
Apple Inc. is one of the most innovative and the famous corporations in the world today. Apple Inc. is the leading manufacturers of mobile phones, tablets, laptops and other electronic devices. However, their product ‘iPhone’ is the leading smart phone brand as compared to their other products. Apple Inc. was founded in the year 1976 and incorporated in the year 1977. The main aim of the company was to make and produce the personal computer for their clients. Apple Inc. is the second largest company in the smart phone industry on the basis of capitalization Continue reading...
Free Report On Mareva Injunctions-Critical Analyses
IRISH EQUITY LAW
IRISH EQUITY LAW
The Mareva injunction is a very powerful remedy which if improperly invoked will bring about an injustice, something that it was designed to prevent’
- Definition of Mareva Injunction:
A Mareva Injunction is defined “as an injunction which freezes a defendant’s assets, preventing their dissipation, and ensuring that they shall be available to the plaintiff, in the event that the plaintiff succeeds in the trial of action.”
In the case of Bank Mellat v Nikpour, the judge described Mareva injunction as “one of the law’s two nuclear weapons”. In O’Mahoney v Horgan O’ Continue reading...
Report On Financial Analysis: Double Ace Industries
About the report:
In this report, we will analyze the financial performance of Double Ace Industries using the tools of ratio analysis where along with calculating six ratios under varied sections, we will also compare the results with the industrial average. Each ratio calculation will also be followed by an in-depth analysis about ongoing financial situation and with appropriate recommendations, if required. We are sure that by the end of this report we will be having a sound knowledge about the financial position of the company over the year and how its performance is comparable to the industrial average.
i) Quick Ratio
Report On Accounting Analysis Of A Bank
Profitability and efficiency are two important aspects for an entity, and an analyst would analyze these two aspects in order to analyze the loopholes of an entity. Financial Statement Analysis (FSA) is an important type of valuation that used by the analysts in order to analyze the level of efficacy of an organization (Blaug & Vane, 2003). FSA is termed as the analysis of the financial statement that usually associated with income statement, balance sheet, cash flow statement and changes in equity. All of these four elements are essential to analyze the main holes of the company. FSA merely used Continue reading...
Example Of Report On Market Analysis Of Luxury Handbags
The global market of the luxury handbags is a sector that has seen an upward trend on a consistent basis. The primary reason for the luxury hand bags ever increasing consumer base is the fact that the demand for the luxury handbags has been immense from the emerging markets and predominantly cater to a woman consumer base.
The increase in the disposable income is one of the primary reasons for the growth of the luxury handbag market, with an ever expanding middle class focused on style and status and to dominate peers in terms of lifestyle and a preference Continue reading...
Sample Report On Capital Structure And Financing: A Case Of M2 Group
M2 Group is a large wholesaler of communication services in Australia. The group has its presence in Australia, New Zealand and Philippines. It is a large employer having more than 3500 employees worldwide. Recently, the company has made acquisitions in energy and utilities sector to diversify and hedge its position. It has also bought assets in communication sectors that are believed to have a high growth in the future. All of these had an impact on the overall financial structure of the company which is going to be discussed in the coming parts of this paper.
Managerial Inertia theory Continue reading...
Annual Project Report Samples
The factor that would be interesting to an investor is the decline in revenue. The management of the company has reported a decline in revenue from the year 2012, resulting from a contraction in the overall PC market as well as competitive pricing pressures. These causes negatively impacted the performance of the company’s major segments. The factor would be interesting to the investor since the primary objective of investors is to maximise their returns. A decline in revenues indicates that the business is experiencing challenges that if not addressed, may have an adverse effect of the future profitability Continue reading...
Sample Report On Hotel Design
Literature Review on Latest Furniture, Fixtures, and Equipment for a Luxury Hotel
The term luxury has been greatly misused. Many institutions use it without knowledge of what it should entail. Institutions like Forbes set standards for luxurious hotels. However, they have not been able to come up with a proper description of luxury hotels (Yee 2005). Luxury hotels have the following characteristics. First, methods of booking and travel agents are easy and well planned. Their services are quick and efficient. Secondly, the rooms are able to accommodate all people: handicapped and pet-friendly. They have plunge rooms, king beds Continue reading...
Leverage Analysis: Ardent Leisure Group Report Sample
In this report, we will conduct an analysis of the financial leverage of the company and will also comment on the recent trends over the financing activities of the company. Overall, an extensive discussion will be made relating to the financial structure of the company and also the comparable firms.
Firm’s Leverage Policy: In comparison to Industrial Averages
For the purpose of evaluating the trend in the leverage policy of the company, we will be calculating the solvency ratios that will include analysis of the recent trend in debt management ratios and interest coverage ratio. In addition, we will also comment over the management’s discussion over Continue reading...
Good The Mark Of Zorro By Johnston Mcculley Report Example
The Mark of Zorro is an action packed serial story of a masked superhero fighting the cruel and corrupt leaders who are exploiting and oppressing the poor. The story belongs to the early 19th century in Los Angeles, California during Spanish rule. It is novel and was first published under the title ‘Curse of Capistrano’ on All-Story Weekly magazine in 1919. The novel is romantic, imaginative and adventurous.
The story begins by introducing a rich and young aristocrat, Don Diego, who is the son of the richest rancher in the country. Unlike his peers, Diego is a person who Continue reading...
Free Report About Operating Leverageof Lukoil
Over the past three year, Lukoil has recorded fluctuating rates of operational leverage. The organization’s fixed assets have been on the increase as compared to its current assets. It thus implies that the liquidity ratios have been on the rise. The ratios assess a business's capacity to come up with funds as compared to the expenses with cumulative costs incurred over a specific period of time.
Under profitability ratios, there is a sharp and consistent transition from one ratio to the other. Therefore, it means that during one particular period the company made many profits because of proper Continue reading...
Example Of Financial Ratios & Analysis Report
Gross profit margin =Gross profit/Net sales
The formulae used in the calculations are listed in the appendix. ("Growth, Profitability, and Financial Ratios for Myer Holdings Ltd (MYR) from Morningstar.com," n.d.)
Generally, profitability ratios give someone an idea on how the company is utilizing resources to make the profit.
Myer has a lower gross profit margin compared to David Jones. The gross profit, net profit margins for Myer decline over the two-year period, 2012 and 2013. During the same time, David Jones improves marginally on the margins. This is an indication of changing fortunes in the industry, where one company gains as the other declines.
The two companies have a similar tax environment as tax expense Continue reading...
Free Report About Mean Variance Asset Allocation
Investments have two aspects; returns and risks that determine their desirability to an investor. In that respect, analyzing the two is crucial, and several models have been advanced for the purpose of identifying most suitable portfolios. In addition, investor's preferences and risk profile determine their investments choices. Thus, a portfolio construction is based on the involved assets return and risk as well as the client’s risk profile. To demonstrate the process of portfolio construction in view of the clients’ profile, this report uses a case of a client with identified investments goals. The report uses a questionnaire to Continue reading...
Report On Financial Analysis
About the Report:
The report is based on financial and fundamental analysis of four leading supermarket companies, i.e. Wal-Mart, Sainsbury, TESCO Plc and Kroger. Important to note, that, the conclusion at the end will be based on the individual analysis of each company and not by comparing them.
Wal-Mart is the most renowned supermarket chain in the world and is also the world’s largest corporation providing employment to over two million employees. Founded in the year 1962, the company is still run as a family business with Walton family holding over 50% share in Wal-Mart through their holding company, Walton Enterprises. Continue reading...
Free Report About Financial Of A Company
Target Corporation is a retailing corporation in America. It is based in Minneapolis, Minnesota. It was founded in 1902 and is ranked second after Wal-Mart as the biggest retailer in the United States. The company has stretched out its operations to Canada through a subsidiary, and it now operates in close to 100 locations in Canada. The corporation boasts of a large customer base of nearly over 110 million. The company operates stores in Canada, and United States that deal with general merchandise. These include pharmacy, baby care, beauty, cleaning products, personal care among others. Jewelry and clothing accessories Continue reading...
Free Report About Finance For Managers
This report comprehensively discusses the significance of keeping financial records and how financial information available in the financial statements of an entity help wide range of stakeholders in assessing company’s performance to make viable economic decisions. Moreover, as follows the report also defines the budgetary control process and different costing methods and their effects on short term and long term performance of the business. I would also like to discuss the statutory requirements of recording and reporting financial information for entities operating in the United Kingdom.
There are several reasons for companies to retain their financial records. In Continue reading...
Revenue- Expenses= Net Income Reports Example
The income statement reports the revenue and expenses of the firm over a period of time. The income statement is sometimes refered to as the statement of operations or Profit and Loss Statement. The income statement relies on the equation:
In other words, Income Statement serves the purpose of providing the investors and other users of financial statements with most appropriate profitability of the entity net of expenses incurred by the company. In an elaborated manner, income statement helps an investor to assess as how the business has performed by giving a summary of how the business incurs its Continue reading...
Financial Analysis: Dominoz Pizza Enterprise Inc Reports Example
Vertical Income Statement Analysis:
a)Trend in Net Income:
Referring to the above conducted vertical analysis of the company, we find that over the years, the net profit margins of the company has improved, although a marginal declined was witnessed during the year 2013. By the end of the financial year of 2011, the company had Net Profit Margin of 13.22%, which later increased to 15.99% during 2012. This significant improvement in net margins was possible because of reduced percentage of proportion of COGS to total sales which during 2012, decreased from 47.16% to 46.70%. Important to note that Continue reading...
Example Of Report On Annual Analysis Of Rosneft Oil Company
1. What are the main business activities of the selected company?
Rosneft is the leader of the petroleum industry in Russia and is the world’s largest publicly traded oil company. Its worldwide business operations include upstream offshore projects, exploration and production of hydrocarbon, refining of crude oil and hydrocarbon, and gas and product marketing. 2. Examine its Balance Sheet. Make a list of different accounts of Assets, distinguishing between Current and Non-Current (Tangible and Intangible), and Liabilities, distinguishing between Current and Long-Term Liabilities.
The current asset accounts of Rosneft include cash and cash equivalents, restricted cash, other short – Continue reading...
Free Report About Financial Analysis: Chipotle Mexican Grill
In a quote by Warren Buffet ‘’ Investment is a double edged sword’’, i am sure that all he wanted to convey that the investors should just not think about returns, they must also know the risk of investments. Hence, financial analysis is a useful tool, which helps the investor to understand as where exactly they are investing their hard earned money.
Below, using various tools of financial analysis, we will be analyzing the annual report of Chipotle Mexican Grill and would try to understand as if the stock of the company is really worth an investment or not. During Continue reading...
Report On Financial Analysis: Blue Inc
Analyzing financial statements of the company is of great importance as it serves different purposes of each interested party. For Instance, while investors analyze the financial statements to evaluate their investment decision in the company, creditors are more concerned to judge the profitability of the company i.e if the company will be able to honor their agreed payments on time. Apart from these outside parties, even the management of the company conduct financial statement analysis so as to formulate future plans and decisions.
However, there are different tools available for supporting the financial analysis of the companies and the same are discussed hereunder:
Vertical Analysis: A popular method of conducting financial statement analysis in which each entry of the Continue reading...
Free Financial Statements Analysis Report Sample
Jaguar Land Rover is an automotive company. The core business of the company is to design, develop, manufacture and sell premium sports saloons, sports cars and all-terrain vehicles (2013, In Jaguar Land Rover PLC Director’s Report and Financial Statements Year Ended 31 March 2012. page 16) Retrieved Dec. 16, 2013, from http://www.jaguarlandrover.com/media/2741/fy2011-12annualreport.pdf). The company operates three major production facilities and two design and engineering facilities in the United Kingdom.
The company also has a world-wide sales and distribution network, with four major markets being: Europe (excluding the UK and Russia), North America, the United Kingdom and China. Overall, Continue reading...
Free Strategic Management: Thomas Cook Report Sample
Part 1 - Strategic Capabilities
The VRIN Analysis, presented in Appendix 2 demonstrates some of the findings in regards to the resource and capability structure of the TCG. Given the outcome of this research is possible to argue that Thomas Cook is a resource based company, operating on asset-light value chain proposition. The research have identified that core competencies of the organization are located in the Management, Human Factor and Marketing elements. Given the focus on elimination of material assets the organization it is believed that Management and HRM are the key for the company. At the moment TCG is heavily investing into two Continue reading...
Main Objectives/Scope Reports Examples
International Accounting Standards
IAS 1 – Presentation of Financial Statements
Introduction to the IAS:
This is an international financial reporting standard which was adopted by the IASB(International Accounting Standards board).It refers to the skeleton and the way in which the financial statements are presented in order to reflect the proper view enabling analysis of information and decision making. The minimum requirements for the contents are well elaborated in this standard. This standards is therefore practically applicable to all financial statements based on the IFRSs (International Financial Reporting Standards).This standard was initially issued in the year 2007 by the International Accounting Continue reading...
Good Report About Quantitative Techniques In Business
Profit is the difference between revenues (revenues from sales of goods and services) and the cost of production or acquisition and distribution of these goods and services. Profit = Revenue - Expenses (in monetary terms).
This is one of the most important indicators of the financial results of the economic activity of business entities (organizations and businesses), for which the ground and carries on business.
Profit as the main form of cash savings depends primarily on reducing the cost of production and circulation of goods , as well as from increased sales .
Sample Report On The Usage Of Wireless Sensor Network In ER
The need for a ubiquitous world where small computing devices are scattered to collect real time data and information especially in the delivery of healthcare is what motivates the development of wireless sensor networks. Wireless sensor networks are networks developed from pieces of small size sensors referred to as nodes. The nodes can cover a small radius the size of a room to a large geographical area such as a country.
These networks have been beneficial in the tracking and management of healthcare facilities assets and lately patients. A sensor node attached to a mobile hospital asset or a Continue reading...
Good Example Of Financial ING Problem Report
[Your full name: first name, middle initial(s), and last name. Do not use titles (Dr.) or degrees (PhD).
There is no doubt that balance sheet analysis is an important thing to be done in finance and this is helpful for the financial institutions, investors, share brokers, investment bankers, and other stake holders as well. This analysis will assist stakeholders to verify that company is doing well and make investment decision. This review will reflect the financial health of the company and comparative analysis of balance delivers an over-all hint of performance of the company.
- The very first Continue reading...
Debenhams & H&M: Company Overview Report Examples
Introduction to Accounting: Debenhams and H&M
Inevitably, the circle of an organization is extremely broad in which there are certain things talks about. Organization is known as a place, wherein people belong to different demographic work together for the achievement of a single and pre-specified goal in total. When it comes to corporations, then there are certain decisions which have to be undertaking for the achievement of the goal effectively.
Organizations have a traditional approach to tackle with different things and issues in total and with the help of traditional approaches, organizations would certainly increase their financial belongings in total (BRIGHAM, 2013, pp. 172-182). Continue reading...