BUSM4741 Financial Analytics for Managerial Decisions: Financial Report


You are required to study the annual reports of the designated company over the past three years and present your findings in a business report format. Your business report should evaluate the relative financial performance of the company based on the financial analysis results and propose strategies for future improvements. requires a thorough understanding of the process of closely analysing the financial statements with a view of generating meaningful insights about the businesses and benchmarking their relative position.
The purpose of the assessment is for you to engage deeply with the fundamental analysis of business for informed decision-making purposes by the managers. You are expected to draw upon written material and required readings. The financial analysis should be conducted using skills and techniques learned in this course.
You are required to:
• Identify, calculate and analyse the appropriate financial ratios from the five key categories based on its annual reports
• Conduct the DuPont analysis
• Evaluate major business segments’ profitability/other relevant ratios of the designated company
• Use appropriate graphs to illustrate the relative performance of the company, including the trend of the ratios
• Discuss the suitability of the current business strategies and propose strategies for future based on your analysis.
When interpreting the financial ratios, you are required to compare the ratios with various benchmarks such as prior years, the competitors and/or the industry averages.Please present your detailed calculations in the appendix. If you carry out your calculations using an Excel workbook (highly recommended) please copy and paste key excerpts in your appendix. Please
also upload your Excel workbook for the course facilitator. Though your Excel work will not be marked but may be referred to if needed.
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