FINANCIAL REPORT ASSIGNMENT
I need you help in writing a financial report for university due date is 13th of October. not more than 5000 words. we have to choose 1 company out of 5 companies and write a financial report about it. the companies are
1-New Hope Coal Corporation
2-Bank of Queensland
3-Billabong
4-Bluescope Steel
5-Origin Energy
Task Description:
You are a financial consultant employed by an external ratings firm and are asked to conduct an independent and detailed analysis of a listed firm to assist in revising the firm- current credit rating. The purpose of the assessment is for you to present detailed coverage and financial assessment of a listed company that addresses the following issues:
• Introduce the firm, discuss the firm structure (including capital structure) and corporate governance, and define and analyse the main strategy of the firm. Analyse and discuss the merits of the performance incentive scheme/executive compensation scheme available to management (if not available then recommend a scheme that would satisfy the current aims of the board).
• Analyse the ways in which the firm has raised funds for new investment over the past 3 years.
• Investigate and analyse the main sources of debt and equity financing in the firm including bank loans, leases, commercial paper, ordinary and convertible shares over the past 3 years.
• Derive a CAPM beta for the firm and is possible factor betas using factor models.
• Discuss the characteristics and decision-making parameters used by the firm- management team for a significant project. Derive an appropriate WACC for the firm for use in NPV analysis. Determine the level of success of the project against suitable criteria. Apply real options analysis where possible.
• Analyse and discuss recent merger and acquisition activity engaged by the firm. Conduct detailed analysis on a potential takeover target that would suit the firm- strategy and recommend a plan for acquisition.
• Analyse the firm- risk management and hedging strategy and provide recommendations of actions that would improve the risk exposure of the firm.
Criteria & Marking:
The report must contain the following information:
• Executive summary
• Firm- current credit rating
• Detailed analysis of all items discussed in the Report Objectives page (above) with appropriate headings
• Where a particular item where information is not available make a recommendation based on comparative firm data or your own derived data - be imaginative
• Sources correctly referenced
• Identify and analyse potential takeover targets and/or new project opportunities plus a recommendation for a credit rating upgrade/downgrade or steady (if none).
• Brief conclusion
• The report must not exceed 5000 words excluding graphs and tables
The report must be concise (no waffle please), accurate, comprehensive and above all it must challenge the existing research available. It must be a frank and fearless assessment of the current (point in time) position of the firm based on recent corporate activity.
Marking guide
• Executive summary: 10%
• Firm structure and corporate governance: 10%
• Executive compensation analysis: 5%
• Analysis of capital structure and debt/equity funding: 15%
• CAPM beta and factor model analysis: 10%
• Deriving a firm-wide WACC (validate firm WACC if published): 5%
• Growth project analysis using NPV, IRR, real options, etc.: 15%
• M&A target identification and/or analysis: 15%
• Risk management and hedging policy analysis: 10%
• Conclusion: 5%
Marks will be deducted for insufficient detail of analysis, excessive discussion, incorrect referencing, insufficient use of financial statements and other research material, and misapplication of theory to practice.
USA 
India