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Assignment Requirements
Semester 2 2014
Case Study 1 requirements………………………….……………………..2
Marking Rubrics for Case Study 1..…………….……………………………4
Case Study 2 requirements………………………….……………………..5
Marking Rubrics for Case Study 2 .…………….……………………………6
Deadline and Late Submissions……………………………………………..7
Referencing ………………………………………………………….…….….7FIN80002 BUSINESS AND ENTITY VALUATIONS Case Study
Semester 2 2014
Students in groups of 4 will choose a public firm for researching in-depth with a
view to valuing the firm.
Note: You cannot choose the following firms in Semester 2, 2014
 Amcor
 Commonwealth Bank of Australia
 Qantas
 Telstra
 Country Road
 Harvey Norman
 JB Hi-Fi
 Caterpillar Inc,
 Village Roadshow
 Carsales
 Wesfarmers
 Reckon Limited
 Super Retail Group Limited
 Woolworths
 Crown
 Transurban
 Lend Lease
 Myer
Case Study 1 due on Saturday Sept 6th by 9 pm
Title: Company Analysis and Assumptions: Submission of report worth
You will research and report in-depth on the background of the firm, evaluate the
qualitative aspects of the key inputs of valuation (as given on the template) and
state your assumptions. Thus, this assessment is intended to develop your skill
in researching a firm in-depth from valuation perspective and in building the
assumptions that can be clearly justified based on the data. The objective of this
assessment is to highlight the importance of qualitative data in supporting FIN80002 BUSINESS AND ENTITY VALUATIONS Case Study
Semester 2 2014
quantitative data that is to follow in the next case. This report is worth 15%, and
becomes the input for your next assessment item which is Case Study 2.
Word count for Case Study 1 is maximum 2500 words +/- 5 %
1. Email copy of report: One member from each group to email me a copy of
the written report. Please cc your team members.
2. Email copy of Excel spreadsheet used to develop the report. The Excel
sheet is an Appendix of the written report; thus, the word count applies
only to the written report.
3. Hard copy of both files with signed assignment cover sheet
Turnitin submission needs only the written report [no need to submit Excel file];
one member from each team to submit.
Reference for Economic moats article discussed in class on Tuesday: Pat
Dorsey 2004 ‘The Five Rules for Successful Stock Investing- Morningstar’s
Guide to Building Wealth and Winning in the Market’, Chapter 3, pp.21-37,
Hoboken: Wiley, available as EBook in Swinburne library.
Marking Criteria: Marking Criteria for case study 1 is provided below.
Explanation of Marking Criteria (Maximum marks = 15)
• Company background and presentation of salient information relevant for
valuation (3 marks). No marks will be awarded for a collection of
information on the firm. Remember, the exercise is intended to develop
the cornerstones for estimating important valuation inputs such as risk,
return potential and growth estimates. So, merely collecting the company
background without an analysis in terms of risk, return and growth is
irrelevant. 3 year financial data of the firm must be attached as appendix
• Analysis of competitive advantages, assumptions and justification of the
growth phases (5 marks). You may use Porter’s analysis. Refer to the
additional reading provided to you. You may also use the concept of
economic moats to provide additional perspective to the issues.
• Excel spreadsheet with financial data from annual reports, Dupont
analysis and basic 5-category ratios with annotations on the formula used
(5 marks).
• Structure, coherence, clarity and parsimony (2 marks). No marks will be
awarded for voluminous material that is quoted from company websites
and other documents. Critical analysis of the data is required.
Semester 2 2014
Case Study 2 due on Thursday October 30th by 9 pm
Title: Financial Statement Analysis and Adjustments: Submission of Excel
Spreadsheet and written report, worth 15%:
1. Email copy of one Excel file: One member from each group to email me a
copy of the Excel file. Please cc your team members.
2. Email one A4 size Word document of written report. The word count
applies only to the written report.
3. Hard copy of Word document with signed assignment cover sheet
The Excel spreadsheet should present all the major financial statements that
have been used for the purposes of valuation. Ideally, a 3 year period will suffice,
but if necessary you may include further information.
The Excel report should clearly show all calculations and annotations, such that a
person viewing the file can see the data used in calculation of values in cells on
the formula bar.
Wherever this level of detail is not possible, the spreadsheet should contain a
note on the same page explaining the missing information. The objective of this
assessment is to assess your ability to diligently analyse the crucial inputs in
valuation, keeping in mind the varying degrees of the sensitivity of the inputs to
the final value. At the end of this detailed review, you will have in your
possession, values for all variables on the valuation template.
Use one page for one variable on the same Excel file. Do not use separate Excel
files. The idea is to be able to have one consolidated file.
The value of the share is justified through a written report [Word document] in a
maximum of 300 words (+/- 5 %).
Marking Criteria: Marking Criteria for case study 2 is provided below.
Marking Criteria (Maximum marks = 15)
• Adjusted financial statements presented with justifications (the excel
sheets must be annotated and linked to highlight the calculations) (6
• Analysis of beta (including all inputs and methods), length of high growth
period, and reinvestment rate at the minimum should be thoroughly
analysed and the final value or range of values should be presented
concisely. (6 marks)
• 300 word report on Value of the Share (3 marks)
Semester 2 2014
Deadline and Late Submissions
♦ Deadlines below apply to BOTH hard copy and Turnitin
/SafeAssign soft copy via Blackboard.
♦ Deadline for Case Study 1: Saturday Sept 6th by 9 PM
♦ Deadline for Case Study 2: Thursday October 30th by 9 PM
♦ Submissions will not be marked unless both hard copy and soft
copy have been received.
♦ Turnitin /SafeAssign recorded time of submission will be used to
determine ‘Late’ submission.
♦ 30% penalty for late submissions will be applied if your Turnitin
/SafeAssign submission is recorded after the due date and time.
Late Assignments
Late Assignments will not be accepted unless a prior arrangement has
been made directly with the Convenor, Vijaya Thyil on vthyil@swin.edu.au
If you are unable to attend any piece of assessment and you do not have a
medical certificate you forfeit those marks. See unit outline on special
consideration policy and application procedure.
Late assignments MUST be submitted to the convenor – Dr Vijaya Thyil – Letter
Box BA Building Level 10. A 30% penalty ie loss of 4.5 marks may apply for late
submissions after discussion with the Convenor.
Referencing style:
Use Harvard style referencing system for the case study reports. The referencing
should be accurate and complete including date accessed.
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