Crew Task Review Runt print and Submission Guidelines Review Runt print Runt print Trimester T1 2026 Unit Code HM5002 Unit Title Finance for Managers Review Kind Particular person Task Weight 40% Submission Guidelines All work ought to be submitted on Blackboard by the due date along side a carried out Task Duvet Page. The assignment ought to be in MS Notice structure unless otherwise specified. Academic Integrity Files Holmes Institute is devoted to making sure and upholding educational integrity. All assessments need to follow educational integrity pointers. Please be taught about educational integrity and consult your teachers with any questions. Violating educational integrity is serious and punishable by penalties that fluctuate from deduction of marks, failure of the overview project or unit fervent, suspension no doubt enrolment, or cancellation no doubt enrolment. Penalties This overview ought to be submitted on Blackboard by the due date and time, as unhurried penalties discover (refer Student Guide). Review submitted with out a carried out Review Duvet Page will receive a 20% penalty. This overview ought to be submitted in Microsoft Notice structure. Submissions which breach this requirement will receive a 20% penalty. A 20% penalty will probably be imposed for all single pupil (solo) community overview submissions. Assessments submitted by skill of a VPN will receive a 50% penalty. Review submitted by skill of an abroad IP address is a recount breach of Holmes’ Student Academic Behavior and Integrity Protection. Reference sources ought to be cited the usage of Holmes Institute Adapted Harvard Referencing diagram. Inaccurate referencing will receive a 20% penalty. Crew Task Guidelines and Specs Part A — Statistical Diagnosis on Return, Risk and Correlation (20 Marks) You are employed as a monetary analyst with the responsibility of conducting a comprehensive statistical evaluation of investment performance all the diagram in which thru a series of companies listed on the Australian Securities Alternate (ASX). Your characteristic entails evaluating key monetary metrics, along side returns, risk measures, and correlations, to generate meaningful insights that toughen investment dedication-making.
The dataset containing the ASX-listed companies assigned to your community has been supplied underneath. The usage of this dataset, it’s likely you’ll perhaps well be required to discover acceptable statistical suggestions to assess the performance and risk characteristics of every company.
Allocation of Firms Listed Firms (from ASX) Commercial WDS: Woodside Energy Crew Restricted Energy STO: Santos Restricted Energy NEU: Neuren Pharmaceuticals Restricted Pharmaceuticals, Biotechnology & Existence Sciences TLX: Telix Pharmaceuticals Restricted Pharmaceuticals, Biotechnology & Existence Sciences Requirements: I. Write a top level device of your dispensed companies, making sure the following exiguous print are integrated:
a. Its indispensable trade activities (main products or companies and products) b. Complete market capitalization (as of December 2024) c. Significant company events in 2022–2024 that can also beget impacted its stock prices. (2 marks)
II. Statistical Diagnosis on Return, Risk and Correlation
The usage of the historical label knowledge supplied in a separate Excel spreadsheet, affect the following:
a) Calculate the monthly returns and total the table underneath. If there are no return values, computer screen them as N.A. (4 marks)
Month Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) Jan-2022 Feb-2022 Mar-2022 and plenty others….. b) Calculate the arithmetic imply and licensed deviation of monthly return and statement on the risk and return behaviour of stocks. (4 marks)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) Arithmetic Imply (%) Regular Deviation (%) c) Calculate the geometric imply of monthly return for every stock, and label what these values computer screen about companies’ returns. (3 marks)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) Geometric Imply (%) d) Estimate the annual return for every company the usage of the calculated sensible monthly return. (1 attach)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) Annual Return (%) e) Calculate the protecting duration return for every stock. (1 attach)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) Preserving Period Return (%) f) In step with monthly returns, estimate and statement on these stocks’ correlations. (4 marks)
Please insert correlation matrix out of your Excel output. The correlation matrix is got the usage of CORREL(array1, array2) in Excel spreadsheet.
Instruct: Bag sure that you set the Excel file containing the price knowledge and indispensable calculations to your assignment submission. Assignments submitted with out an hooked up Excel file will incur a 10% penalty.
Part B — Financial Ratio Diagnosis (13 Marks) As neatly as to conducting the statistical evaluation on return, risk and correlation for the dispensed companies the usage of the historical prices in Part A, it’s likely you’ll perhaps well be also required to affect a detailed monetary ratio evaluation. This evaluation will beget to peaceable complement the findings from Part A by offering deeper insights into every company’s monetary performance, and overall market positioning.
Requirements:
Set apart and overview the Steadiness Sheet and Earnings Commentary for every of your assigned companies for 3 monetary years (FY2022, FY2023 and FY2024). Place these monetary statements within the appendix of your document. In step with this knowledge:
a) Rob into fable every company’s liquidity save by calculating and analysing key liquidity ratios, such because the Contemporary Ratio, Immediate Ratio and plenty others. for every of the three monetary years. (3 marks)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Ratio 1 Ratio 2 And loads of others.. b) Thunder on whether the company appears to be like to beget enough short-term resources to fulfill its duties. (3 marks)
c) Name and label two key leverage ratios that can perhaps well be main to creditors and/or doable merchants (e.g. Debt-to-Equity Ratio, Passion Protection Ratio, and plenty others). Calculate and define these ratios for every company for every of the three monetary years. (4 marks)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Ratio 1 Ratio 2 And loads of others.. d) Name and label two key monetary ratios that can perhaps well be main to shareholders and/or doable merchants (e.g. Return on Equity, Earnings Per Allotment, and plenty others). Calculate and define these ratios for every company for every of the three monetary years. (4 marks)
Company 1 (Title) Company 2 (Title) Company 3 (Title) Company 4 (Title) 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Ratio 1 Ratio 2 And loads of others.. Part C — Preparation of an Funding Proposal (7 Marks) Indirectly, it’s likely you’ll perhaps well be required to construct a neatly-structured investment technique proposal. On this proposal, it is main to make a dedication and counsel two out of the four dispensed companies, making sure that one company is chosen from every industry represented in your dataset.
Your ideas will beget to peaceable be clearly justified and grounded within the findings out of your earlier analyses, along side both the statistical review (returns, risk, and correlation) and the monetary ratio overview. You are anticipated to integrate these insights to label why the selected companies offer stronger investment doable, eager by components corresponding to performance consistency, risk profile, growth prospects, and aggressive positioning inside their respective industries.
Task Constructing The assignment will beget to peaceable include the following parts:
The assignment duvet page (community people’ names, pupil numbers, and all diversified required exiguous print) Summary (one paragraph) Desk of contents A like a flash introduction or overview of what the assignment is ready Physique of the assignment with acceptable section headings Conclusion Listing of References (put collectively the Holmes Adapted Harvard Referencing pointers) Marking Criteria Marking Criteria Weighting Part A: Risk, Return and Correlation Diagnosis Overview of companies 2 II. a) Calculation of monthly return 4 Calculation of arithmetic imply and licensed deviation of monthly return 4 Calculation of geometric imply of monthly return and label what these values computer screen about the companies’ returns 3 Estimation of annual return 1 Estimation of protecting duration return 1 Correlation evaluation 4 Part B: Financial Ratio Diagnosis a) & b) Liquidity evaluation 6 c) Leverage ratio evaluation 4 d) Profitability and market label ratio evaluation 4 Part C: Funding Proposal 7 Complete 40 Student Review Quotation and Referencing Guidelines Holmes has implemented a revised Harvard formulation to referencing. The following rules discover:
Reference sources in assignments are puny to sources that offer stout-textual lisp entry to the provision’s lisp for lecturers and markers. The reference list ought to be located on a separate page at the tip of the document and titled: “References”. The reference list need to include the facts of your entire in-textual lisp citations, arranged A-Z alphabetically by creator surname with every reference numbered and every reference MUST include a hyperlink to the stout textual lisp of the cited reference offer. As an illustration: Hawking, P., McCarthy, B. & Stein, A. 2004. 2d Wave ERP Training, Journal of Files Systems Training, Tumble, http://jise.org/Volume15/n3/JISEv15n3p327.pdf All assignments need to include in-textual lisp citations. These need to include the surname of the creator/s or name of the authoring physique, year of e-newsletter, page dedication of the lisp, and paragraph where the lisp can also furthermore be discovered. As an illustration: “The company decided to implement an endeavor-huge knowledge warehouse trade intelligence technique (Hawking et al., 2004, p3(4)).” Non-Adherence to Referencing Guidelines For college students who post assignments that make now not follow all facets of the foundations, a 20% penalty will probably be applied. Slack penalties will discover day to day after the pupil/s beget been notified of the due date. Students who follow rules BUT their citations are ‘spurious’ will probably be reported for educational misconduct. Academic Integrity Holmes Institute is devoted to making sure and upholding educational integrity, because it is integral to declaring educational quality and the recognition of Holmes’ graduates.
Desk 1: Six Classes of Academic Integrity Breaches Category Description Plagiarism Reproducing the work of someone else with out attribution. When a pupil submits their very dangle work on a pair of occasions here’s identified as self-plagiarism. Collusion Working with one or more diversified folks to total an assignment, in a formulation that is now not licensed. Copying Reproducing and submitting the work of one more pupil, with or with out their knowledge. If a pupil fails to rob sensible precautions to quit their very dangle normal work from being copied, this is also regarded as an offence. Impersonation Falsely presenting oneself, or participating somebody else to contemporary as oneself, in an in-person examination. Contract dishonest Contracting a Third celebration to total an outline project, in most cases in trade for money or diversified formulation of fee. Files fabrication and falsification Manipulating or inventing knowledge with the intent of supporting unsuitable conclusions, along side manipulating photos.
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