SLIDE 1 ECON6001_Assessment_2_Brief_Individual Presentation Page 1 of 9
Task Summary
Students are expected to utilise publicly available financial market information, evaluate financial performance of selected organisations listed on the Australian Securities Exchange and apply the theory of time value of money, risk and return when making investment decisions. Students are expected to prepare 10 -15 ppt slides and record a 15 minutes presentation addressing the assessment tasks.
Context
The World Health Organisation (WHO) categorised the coronavirus as a pandemic on the 11th of March 2020. This announcement induced a lot of panic in many countries with panic buying of major household items and medicines escalating. In order to minimise the spread of the virus, airlines have cut down international flights and travel bans have been implemented, with some countries closing borders completely. Economists and governments foresee grave effects on global economies as a result. The financial markets have not been spared. They can be seen as barometers of investor sentiment and give an indicator of how the market participants could be evaluating the impact of the COVID-19 pandemic on viabilities of companies. It is important for existing and prospective investors to have information on how financial markets have been impacted. Students will have the opportunity to apply the concept of risk and return with respect to shares, analyse the current financial market situation and evaluate the effect of a market risk factor such as COVID-19 pandemic on return and risk.
ASSESSMENT 2 BRIEF
Subject Code and Title
FINA6000 MANAGING FINANCE
Assessment
Assessment 2 Presentation
Individual/Group
Individual
Length
15 mins (+/-10%)
Learning Outcomes
b) Analyse financial information and evaluate financial performance
c) Apply time value of money to the valuation of a variety of cash flows, securities and projects leading to sound investment and financing decisions. d) Analyse risk and return associated with investments.
Submission
Due by 11:55pm AEST Sunday end of Module 4 (Week 8)
Weighting
20%
Total Marks
100 Marks
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Task Instructions
Choose two organisations from different industries currently listed on the Australian Securities Exchange from the list provided. Collect daily share prices and ASX200 index values for the period 30 November 2019 to 31 March 2020 for your selected organisations. Note that this period is the
- ne that has witnessed the emergence of the coronavirus and its rapid spread globally. Economies
have already begun to experience negative effects and many industries are predicted to incur heavy
- losses. Australian industries such as airline, hospitality, tourism, transport and many more have been
heavily impacted. Major securities markets worldwide have plunged over this period, the Australian Securities Exchange included. Complete following tasks for the chosen organisations: (a) Collect daily share prices using ASX200 index values easily obtainable on the yahoo finance website (au.finance.yahoo.com). Note: To search for the information, type in the quote look up section the code for the
- rganisation or the ASX200 code. You then have to search for historical data for the period
required. (b) Calculate the following measures: (i) geometric mean return (ii) a measure of total risk (iii) systematic risk of the selected shares (iv) two risk-adjusted returns using the metrics already determined. (c) On the basis of the calculated return and risk measures and two additional important qualitative factors about the chosen organisation, make a recommendation about which of the two organisations you would rather invest in. Explain your reasoning in detail in your presentation. (d) Analyse the impact of the COVID-19 pandemic on your selected organisations and industries their operate in. Include comments on overall financial market situation, the specific industries they operate in, investors confidence and the organisation itself. Consider the following as you work on this assignment:
- Search for the information on the share prices for your selected organisations, potential
impacts on the industries they operate in and overall situation and atmosphere in the financial markets at the moment.
- Prepare 10-15 slides to be presented in 15 mins (+/- 10%)
- Record the 15 mins video in which the presenter’s face is seen. You are recommended
to use Zoom and if not available, you can use any other recording platform.
- The slides and the video are to be submitted via Blackboard together with the EXCEL
document with your calculations.
- Remember to cite the sources of information used. Include the list of references at the
end of the presentation slides.
- You will be assessed on how well you apply the finance theory concepts learnt in
addressing the assessment tasks, on the quality of your analysis and overall presentation.
SLIDE 3
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Referencing
It is essential that you use appropriate APA style for citing and referencing research. Please see more information on referencing here http://library.laureate.net.au/research_skills/referencing
Submission Instructions
Submit this task via the Assessment link in the main navigation menu in the FINA6000 Managing Finane folder. The Learning Facilitator will provide feedback via the Grade Centre in the LMS portal. Feedback can be viewed in My Grades. I declare that except where I have referenced, the work I am submitting for this assessment task is my own work. I have read and am aware of Torrens University Australia Academic Integrity Policy and Procedure viewable online at http://www.torrens.edu.au/policies-and-forms I am aware that I need to keep a copy of all submitted material and their drafts, and I will do so accordingly.
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LIST OF THE ASX LISTED COMPANIES TO CHOOSE FROM
Code Company Sector APT Afterpay Touch Information Technology AGL AGL Energy Limited Utilities ALQ Als Limited Industrials ALU Altium Limited Information Technology AWC Alumina Limited Materials AMC Amcor Plc Cdi 1:1 Foreign Exempt NYSE Materials AMP AMP Limited Financials ANN Ansell Limited Health Care ANZ ANZ Banking Group Limited Financials APA APA Group FP Units Stapled Securities Utilities ALL Aristocrat Leisure Consumer Discretionary ASX ASX Limited Financials ALX Atlas Arteria Stap US Prohibited Excluding QUP Industrials AZJ Aurizon Holdings Limited Industrials AST Ausnet Services Limited Utilities BOQ Bank of Queensland Financials BPT Beach Energy Limited Energy BEN Bendigo and Adelaide Financials BHP BHP Group Limited Materials BSL Bluescope Steel Limited Materials BLD Boral Limited Materials BXB Brambles Limited Industrials CTX Caltex Australia Energy CAR Carsales.com Limited Information Technology CGF Challenger Limited Financials CHC Charter Hall Group Stapled Securities US Prohibited Real Estate CIM Cimic Group Limited Industrials CWY Cleanaway Waste Limited Industrials CCL Coca-Cola Amatil Consumer Staples COH Cochlear Limited Health Care COL Coles Group Consumer Staples CBA Commonwealth Bank Financials CPU Computershare Limited Information Technology CWN Crown Resorts Limited Consumer Discretionary CSL CSL Limited Health Care
SLIDE 5
ECON6001_Assessment_2_Brief_Individual Presentation Page 5 of 9 CYB CYBG Plc Cdi 1:1 Foreign Exempt Lse Financials DXS Dexus FP Units Stapled Securities Real Estate DMP Domino PIZZA Enterpr Consumer Discretionary DOW Downer Edi Limited Industrials EVN Evolution Mining Limited Materials FLT Flight Centre Travel Consumer Discretionary FMG Fortescue Metals Group Materials GMG Goodman Group FP Ordinary/Units Stapled Securities Real Estate GPT GPT Group FP Ordinary/Units Stapled Securities Real Estate ILU Iluka Resources Materials IPL Incitec Pivot Materials IAG Insurance Australia Financials JHX James Hardie Indust Chess Depositary Interests 1:1 Materials JBH JB Hi-Fi Limited Consumer Discretionary LLC Lendlease Group FP Ordinary/Units Stapled Securities Real Estate LNK Link Admin HLDG Information Technology MQG Macquarie Group Limited Financials MFG Magellan Fin Group Limited Financials MPL Medibank Private Limited Financials MGR Mirvac Group FP Ordinary/Units Stapled Securities Real Estate NAB National Aust. Bank Financials NCM Newcrest Mining Materials NHF Nib Holdings Limited Financials NEC Nine Entertainment Consumer Discretionary NST Northern Star Materials OSH Oil Search Limited 10 Toea Energy ORI Orica Limited Materials ORG Origin Energy Energy ORA Orora Limited Materials OZL OZ Minerals Materials QAN Qantas Airways Industrials QBE QBE Insurance Group Financials QUB QUBE Holdings Limited Industrials RHC Ramsay Health Care Health Care REA REA Group Information Technology RWC Reliance Worldwide Industrials RMD Resmed Inc Cdi 10:1 Foreign Exempt NYSE Health Care
SLIDE 6
ECON6001_Assessment_2_Brief_Individual Presentation Page 6 of 9 RIO RIO Tinto Limited Materials STO Santos Limited Energy SCG Scentre Group FP Ordinary/Units Stapled Securities Real Estate SEK Seek Limited Industrials SHL Sonic Healthcare Health Care SOL Soul Pattinson (W.H) Energy S32 SOUTH32 Limited Materials SKI Spark Infrastructure Stapled $0.65 Loan Note and Unit US Prohib Utilities SGP Stockland FP Ordinary/Units Stapled Securities Real Estate SUN Suncorp Group Limited Financials SYD SYD Airport FP Ordinary/Units Stapled Securities Industrials TAH Tabcorp Holdings Limited Consumer Discretionary TLS Telstra Corporation Telecommunication Services A2M The a2 Milk Company Consumer Staples SGR The Star Ent Group Consumer Discretionary TPM TPG Telecom Limited Telecommunication Services TCL Transurban Group FP Ordinary/Units Stapled Securities Industrials TWE Treasury Wine Estate Consumer Staples URW Unibailrodawestfield Cdi 20:1 Foreign Exempt Xpar Real Estate VCX Vicinity Centres FP Ordinary/Units Stapled Securities Real Estate WES Wesfarmers Limited Consumer Discretionary WBC Westpac Banking Corp Financials WHC Whitehaven Coal Energy WTC Wisetech Global Limited Information Technology WPL Woodside Petroleum Energy WOW Woolworths Group Limited Consumer Staples WOR Worleyparsons Limited Energy XRO Xero Limited Information Technology
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Assessment Rubric
Assessment Attributes Fail (Yet to achieve minimum standard) 0-49% Pass (Functional) 50-64% Credit (Proficient) 65-74% Distinction (Advanced) 75-84% High Distinction (Exceptional) 85-100%
Knowledge and understanding of risk and return concepts in finance General criterion to adapt: Students should be able to (a) collect correct share price and index data (b) calculate accurately the risk and return measures required in the assignment 30% Demonstrates a partially- developed understanding
- f the concept of risk and
return by showing: lack of competence in calculating the metrics of risk and return Incomprehensible interpretation of the calculated metrics Wrong investment recommendation. Demonstrates a functional knowledge of the concept of risk by showing: a partial attempt to show knowledge of how to calculate the risk and return metrics Some attempt made at interpretation of the calculated metrics and there is a fair amount of errors in judgement Some contradictory arguments made in the investment decision Demonstrates proficient knowledge of the concept
providing a satisfactory attempt at calculating the metrics of risk and return metrics Satisfactory interpretation of the metrics calculated Satisfactory investment recommendation with few errors Demonstrates advanced knowledge of the concepts
Providing correct calculations of risk and return metrics Good interpretation of the metrics calculated A good and reasonable investment recommendation. Demonstrates exceptional knowledge of (insert topic) by: providing an exceptional work on the calculation of risk and return metrics Excellent interpretation of the metrics calculated A sound investment recommendation given. Analysis and application with synthesis of new knowledge Limited synthesis and analysis. Demonstrated analysis and synthesis of new knowledge with application. Well-developed analysis and synthesis with application of Thoroughly developed and creative analysis and synthesis with application Highly sophisticated and creative analysis, synthesis
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General criterion to adapt: Ability to analyse and interpret financial market information, apply the finance theory concepts (e.g. risk and return) towards making investment decision, taking into account both qualitative and quantitative factors. 40% Limited application/recommendat ions based upon analysis. Shows the ability to interpret relevant information and literature. recommendations linked to analysis/synthesis.
- f pretested models and /
- r independently
developed models and justified recommendations linked to analysis/synthesis.
knowledge. Strong application by way
- f pretested models and /
- r independently
developed models. Recommendations are clearly justified based on the analysis/synthesis. Applying knowledge to new situations/other cases. Effective Communication (Presentation/Oral) Excellent presentation which is well structured, flowing, informative, relevant and supported by properly prepared visual aids 25% Difficult to understand, no logical/clear structure, poor flow of ideas, argument lacks supporting evidence. Stilted, awkward and/or
Presentation aids are not employed or developed as directed. Presentation is sometimes difficult to follow. Information, arguments and evidence are presented in a way that is not always clear and logical. Correct, but often stilted or awkward delivery. Employs basic, but generally accurate presentation aids as
aspects require further refinement (e.g. amount of information, styling, editing, etc.). Presentation is easy to follow. Information, arguments and evidence are well presented, mostly clear flow of ideas and arguments. Correct, but occasionally stilted or awkward delivery. Employs clear and somewhat engaging presentation aids as
require further refinement (e.g. amount of information, styling, editing, etc.). Information, arguments and evidence are very well presented; the presentation is logical, clear and well- supported by evidence. Clear and confident delivery. Employs clear and engaging presentation aids that incorporate a range of elements (graphics, multi- media, text, charts, etc.). Expertly presented; the presentation is logical, persuasive, and well- supported by evidence, demonstrating a clear flow
Clear, confident and persuasive delivery. Employs succinct, creative and engaging presentation aids that effectively integrate a wide range of elements (graphics, multi- media, text, charts, etc.).
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Correct citation of key resources and evidence using the APA referencing style. The references are to be put at the bottom of the slides. 5% Demonstrates inconsistent use of good quality, credible and relevant resources to support and develop ideas. Referencing is omitted or does not resemble APA. Demonstrates use of credible and relevant resources to support and develop ideas, but these are not always explicit or well developed. Referencing resembles APA, with frequent or repeated errors. Demonstrates use of credible resources to support and develop ideas. Referencing resembles APA, with occasional errors. Demonstrates use of good quality, credible and relevant resources to support and develop arguments and statements. Show evidence of wide scope within the
evidence. APA referencing is free from errors. Demonstrates use of high- quality, credible and relevant resources to support and develop arguments and position statements. Show evidence of wide scope within and without the organisation for sourcing evidence. APA referencing is free from errors.
