TFIN205 Financial Forecasting and Data Analysis

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TFIN205 Financial Forecasting and Data Analysis

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TFIN205– Financial Forecasting and Data Analysis

Major Assignment 20%

Group Assignment Guidelines

2019, Semester 2

Dr.Omar Aziz

omar.aziz@top.edu.au

Due Date: Week 10 at the day of the lecture at 3 pm.

Submission Method: link of Turnitin on Moodle. Please write your name and ID on front page

Assessment Value: 20%

Topic: Financial performance analysis and forecasting.

Length: 1000 words maximum

Information about obtaining the data needed for the assessment

The students will be allocated in a group of 1 or 2 students in week 6 of teaching. In week 6, financial statements will be given to each group.

Required

This group assignment requires the analysis of the financial position and performance of your assigned company for the previous three financial years (2016, 2017 and 2018). The assignment also requires forecasting 2020 income statement. This involves answering the following questions in your own words (i.e. do not simply “cut and paste” information from the Annual Report or any other source). You must apply critical thinking when you are answering the questions, not only write the numbers without discussion about its indication, use references to support your answers.

Based on the information obtained from your assigned company, answer the following questions:

QUESTION 1:

Analyse the liquidity position of your company in 2019 compared to 2018 and 2017. Calculate the values for two liquidity ratio. Ensure that you analyse in this question, not just describe the ratio values. Create a X Y Scatter chart with straight lines and markers in Excel for your results with clear indication on axis’ titles.

(maximum 100 words)

QUESTION 2:

Analyse the efficiency position of your company in 2019 compared to 2018 and 2017. Use two efficiency ratios, the inventory turnover and average collection period. Ensure that you analyse in this question, not just describe the ratio values. Create a X Y Scatter chart with straight lines and markers in Excel for your results with clear indication on axis’ titles.(maximum 100 words)

QUESTION 3:

Analyse your company’s leverage ratio in 2019 compared to 2018 and 2017. Use two leverage ratios to support your answer which are total debt ratio and long-term debt ratio. Ensure that you analyse in this question, not just describe the ratio values. Create a X Y Scatter chart with straight lines and markers in Excel for your results with clear indication on axis’ titles.(maximum 100 words)

QUESTION 4:

Analyse your company’s profitability in 2019 compared to 2018 and 2017. Use two profitability ratios to support your answer which are gross profit margin and return on total assets. Ensure that you analyse in this question, not just describe the ratio values. Create a X Y Scatter chart with straight lines and markers in Excel for your results with clear indication on axis’ titles.(maximum 100 words)

QUESTION 5:

Depending on the above questions’ results, using Excel application only, make a table summarizing all the financial ratios’ groups that you have calculated and create Sparkline charts next to each ratio, then put and show these tables and charts in the word file where you are writing your assignment. Write your final report about your company performance during these years. What do you think? Was it good or bad? Why?(maximum 400 words)

QUESTION 6:

Now, using only 2019 and 2018 years of your company information, forecast the income

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