| Semester | January 2020 | Module Code | FIN2218 F1B |
| Module Title | Principles of Finance | ||
| Coursework Structure | Individual report (2,500 words): 50% Individual reflection (1000 word) : 10% | Assignment Weighting | 60% |
| Assignment Title | Investment analysis (ratio) | ||
| Coursework Submission Deadline | Date: End of week 8 Time: 17:00 | ||
| Assessment Criteria |
| Learning Outcomes: Knowledge and Understanding tested in this assignment: |
| List the Outcomes Mapped in Module Guide and Table of Specification · LO1 Explain the operation of financial markets in providing funds for organizations and differentiate between the key sources and forms of funding available; · LO2 Define the roles of finance and accounting within the organisation · LO3 Examine the main decision areas within finance and commonly used analytical techniques within finance and accounting; · LO4 Differentiate between capital and revenue, cash and profit, income and expenditure, assets and liabilities |
| Learning Outcomes: Skills and Attributes tested in this assignment: |
| List the Outcomes Mapped in Module Guide and Table of Specification · LO5 Analyse simple financial statements · LO6 Apply finance techniques to a business decision; · LO7 Work in small teams to examine the operation of financial markets; · LO8 Reflect on their learning. |
| General Coursework Rules |
| · Written Assignment must be submitted online through SafeAssign (or other plagiarism checker) via Blackboard for originality check. · Oral Presentation must be recorded and securely uploaded to YouTube (or other online video platform) for moderation purpose. The private link to video must be given to the lecturer during submission. · Assignment submitted after the deadline will be subject to a penalty. Please refer to the guidelines on Coursework Submission that can be found in the –INTIUH Student Guidebook. · Suspected academic misconduct will be handled according to the Policies and Procedures for Academic Dishonesty and Misconduct that can be found in the INTI-UH Student Guidebook.
|
| Assignment Brief |
- Individual Assignment (50 marks)
Task:
You are hired as a junior investment analyst in an investment bank located in Kuala Lumpur. Your boss assigned you to make an investment analysis Malaysian companies for potential investment. He specifically asked you to choose companies within the consumer industries. You are to evaluate the financial position of the company and suggest on which company is a better investment to him.
Requirements:
- Select any two public listed companies in consumer industry and download its financial statements for the past three years.
- You are to write the analysis with following elements:
- Executive summary
- Business summary
- Management profile(s)
- The role/functions of accounting and finance in the chosen companies.
- The purpose of financial statements and describe their main elements (e.g. asset vs. liabilities, income vs. expenditure, etc.)
- Analysis of financial statements using ratio analysis you have learned throughout the course. You are required to choose ratios that are relevant to investment decisions.
- Financial projections (eg; pro forma financial statements)
- Conclusion on the investment decision
Total word: 2500 word
Due date: end of week 8
- Individual Assignment 1 (10%)
One reflective piece of work (one at the end of the semester)
Students will be asked to reflect on what they have learned throughout each semester and how they have applied that learning and how they will apply that learning in subsequent years. Students should be able to differentiate between the roles of accounting and finance.
Each reflection assignment – 3% will be allocated for self-disclosure and 5% will be allocated for the connection to class discussion, course objectives and reading. The balance of 2% will be for the spelling and grammar errors.
Total words: 1000 words
Due date: End of week 8
Other Specific Instructions for this Assignment
Assessment for Assignment:
Assessment will be based on analysis and supporting arguments. Identified use of another student’s work, including copying of same, will incur an immediate failure.
- Please refer and implement the format guideline below for this assignment:
- Use A4 size paper, each page of your essay should be printed single sided.
For the cover page, include the below phrase in italic font size 10:
“I(We) declare that this assignment is my(our) own work entirely and suitable acknowledgement has been made for any sources of information used in preparing it.”
Additional Information:
- Written work will be graded with the following criteria in mind:
- Originality.
- The extent to which the question has been correctly interpreted and answered.
- Demonstrated understanding of the main concepts of the question.
- Awareness of the literature and current development.
- Clarity in structure of written.
- Penalties will apply to all late work.
- Plagiarism may result in a FAIL grade being recorded. Please read the module handbook for further information.
Please take note of the following:
- Top, bottom, left and right margin 2.5cm
- Font: Arial or Times New Roman, font size 12 and 1.5 or double line spacing
- All answers must be electronically prepared
- The submission must be only through Blackboard (softcopy).
| Student Support and Guidance |
| · For further help, contact your module leader/lecturer during consultation hours or by email. · Use the Grading Criteria and Mark Scheme to help improve your work. · Make full use of Library search to identify relevant academic material and find links to other Information Databases and the Information Management contact details. · For HBS students, you may go to CASE website www.studynet.herts.ac.uk/go/CASE/ for more student support and guidance.
|
| Marking Criteria and Feedback |
| · Performance will be assessed using UH Grading Criteria and Mark Scheme. These two documents are attached to this assignment brief. · Feedback will typically be given within 4 weeks from the submission deadline in a written/typed/verbal form. |
FIN 2218 – JANUARY 2020 (Marking scheme)
Individual Assignment
Name : ________________________________________________
Task 1 – 30 marks
You are to write an investment proposal with following important elements:
- Executive summary
- Business summary
- Management profile(s)
| Background of company | Marks allocated | Marks awarded |
| Well written with details and background of the company of the study with well supported evidence of research. | 24 – 30 marks | |
| Satisfactory write up with sufficient evidence of research show
| 19 – 23 marks | |
| Average with just a general description and some research shown
| 16 – 18 marks | |
| Below average with some description and little evidence of research shown
| 12-15 marks | |
| Poor written with no research shown.
| 0 – 11 marks |
Task 2 – 20 marks
To explain the role/functions of accounting and finance in that organization and the purpose of financial statements
| Marks allocated | Marks awarded | |
| Well written with details of the function of accounting/finance with well supported evidence of research. | 14-20 marks | |
| Satisfactory write up with sufficient evidence of research show
| 12-13 marks | |
| Average with just a general description and some research shown
| 10-11 marks | |
| Below average with some description and little evidence of research shown
| 8-9 marks | |
| Poor written with no research shown.
| 0-7 marks |
Task 3 – 40 marks
To complete financial statement analysis and financial projections and to present data. Summarising your results in tables/ graphs. Conclusion of investment decision.
| Marks allocated | Marks awarded | |
| Excellent analysis and presentation of data and results. All sources well identified and explained. Graphs well drawn and defined.
| 33 – 40 marks | |
| Satisfactory analysis of data and presentation of results clearly shown and tabled. All sources identified and explained. Graphs well drawn and defined.
| 25 – 32 marks | |
| Average analysis of data and presentation of results shown and tabled. All sources identified and explained. Graphs drawn and defined.
| 20 – 24 marks | |
| Analysis of data done and results presented with no clear definition and sources not identified.
| 17-19 marks | |
| Poor analysis done and results poorly presented. | 0 – 16 marks |
Task 4 – References and presentation – 10 marks
| Marks allocated | Marks awarded | |
| Good list of references given using Harvard referencing and excellent presentation of report. | 7-10 marks | |
| Good list of references given using Harvard referencing and satisfactory presentation of report. | 6 marks | |
| Satisfactory list of references given using Harvard referencing and satisfactory presentation of report. | 5 marks | |
| Below average and referencing not using Harvard referencing format. | 0-4 marks |
Reflection – 10 marks
Each reflection assignment – 3% will be allocated for self-disclosure and 5% will be allocated for the connection to class discussion, course objectives and reading. The balance of 2% will be for the spelling and grammar errors.
| Marks allocated | Marks awarded | |
| Well written reflection with self-disclosure and well connected to class discussion, course objectives and reading. No spelling and grammar errors. | 7-10 marks | |
| Satisfactory write up on reflection with self-disclosure and with good connection to class discussion, course objectives and reading. No spelling and grammar errors. | 6 marks | |
| Average write up on reflection with self-disclosure and with some connection to class discussion, course objectives and reading. Some minor spelling and grammar errors. | 5 marks | |
| Below average write up on reflection with self-disclosure and with little connection to class discussion, course objectives and reading. Lots of spelling and grammar errors. | 4 marks | |
| Poor write up on reflection with self-disclosure and no connection to class discussion, course objectives and reading. Major spelling and grammar errors. | 0-3 marks |