{"id":32258,"date":"2026-06-23T23:59:27","date_gmt":"2026-06-23T23:59:27","guid":{"rendered":"https:\/\/academicwritersbay.com\/solutions\/community-project-pointers-and-specifications-share-a-statistical-analysis-on-return-threat-and-correlation-20-marks-you-are-employed-as-a-financial-analyst-with-the-responsibility-of-con\/"},"modified":"2026-06-23T23:59:27","modified_gmt":"2026-06-23T23:59:27","slug":"community-project-pointers-and-specifications-share-a-statistical-analysis-on-return-threat-and-correlation-20-marks-you-are-employed-as-a-financial-analyst-with-the-responsibility-of-con","status":"publish","type":"post","link":"https:\/\/academicwritersbay.com\/solutions\/community-project-pointers-and-specifications-share-a-statistical-analysis-on-return-threat-and-correlation-20-marks-you-are-employed-as-a-financial-analyst-with-the-responsibility-of-con\/","title":{"rendered":"Community Project Pointers and Specifications Share A \u2014 Statistical Analysis on Return, Threat and Correlation (20 Marks) You are employed as a financial analyst with the responsibility of conducting a comprehensive statistical diagnosis"},"content":{"rendered":"

Community Project<\/h2>\n

Evaluation Foremost functions and Submission Pointers<\/h3>\n

<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
Evaluation Foremost functions<\/strong><\/th>\nForemost functions<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Trimester<\/strong><\/td>\nT1 2026<\/td>\n<\/tr>\n
Unit Code<\/strong><\/td>\nHM5002<\/td>\n<\/tr>\n
Unit Title<\/strong><\/td>\nFinance for Managers<\/td>\n<\/tr>\n
Evaluation Sort<\/strong><\/td>\nParticular person Project<\/td>\n<\/tr>\n
Weight<\/strong><\/td>\n40%<\/td>\n<\/tr>\n
Submission Pointers<\/strong><\/td>\nAll work needs to be submitted on Blackboard by the due date along with a carried out Project Conceal Net page. The assignment needs to be in MS Be conscious structure unless in some other case specified.<\/td>\n<\/tr>\n
Academic Integrity Info<\/strong><\/td>\nHolmes Institute is dedicated to making particular and upholding tutorial integrity. All assessments have to comply with tutorial integrity pointers. Please uncover about tutorial integrity and search the suggestion of your lecturers with any questions. Violating tutorial integrity is severe and punishable by penalties that fluctuate from deduction of marks, failure of the overview project or unit eager, suspension pointless to claim enrolment, or cancellation pointless to claim enrolment.<\/td>\n<\/tr>\n
Penalties<\/strong><\/td>\nThis overview needs to be submitted on Blackboard by the due date and time, as dull penalties observe (refer Student Handbook). Evaluation submitted with out a carried out Evaluation Conceal Net page will receive a <\/span>20%<\/strong> <\/span>penalty. This overview needs to be submitted in <\/span>Microsoft Be conscious<\/strong> <\/span>structure. Submissions which breach this requirement will receive a <\/span>20%<\/strong> <\/span>penalty. A 20% penalty will seemingly be imposed for all single pupil (solo) community overview submissions. Assessments submitted through a VPN will receive a <\/span>50%<\/strong> <\/span>penalty. Evaluation submitted through an in a foreign nation IP address is a immediately breach of Holmes’ Student Academic Behavior and Integrity Policy. Reference sources needs to be cited the expend of <\/span>Holmes Institute Tailored Harvard Referencing means<\/strong>. Unsuitable referencing will receive a <\/span>20%<\/strong> <\/span>penalty.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/p>\n

Community Project Pointers and Specifications<\/h3>\n

Share A \u2014 Statistical Analysis on Return, Threat and Correlation (20 Marks)<\/h3>\n

You are employed as a financial analyst with the responsibility of conducting a comprehensive statistical diagnosis of investment performance at some level of a different of companies listed on the Australian Securities Alternate (ASX). Your operate involves evaluating key financial metrics, including returns, threat measures, and correlations, to generate meaningful insights that give a enhance to investment determination-making.<\/p>\n

The dataset containing the ASX-listed companies assigned to your community has been equipped below. The usage of this dataset, you are required to look at acceptable statistical systems to evaluate the performance and threat traits of each and every company.<\/p>\n

Allocation of Firms<\/h4>\n

<\/p>\n\n\n\n\n\n\n\n\n
Listed Firms (from ASX)<\/strong><\/th>\nIndustry<\/strong><\/th>\n<\/tr>\n<\/thead>\n
WDS<\/strong>: Woodside Vitality Community Restricted<\/td>\nVitality<\/td>\n<\/tr>\n
STO<\/strong>: Santos Restricted<\/td>\nVitality<\/td>\n<\/tr>\n
NEU<\/strong>: Neuren Prescription capsules Restricted<\/td>\nPrescription capsules, Biotechnology & Existence Sciences<\/td>\n<\/tr>\n
TLX<\/strong>: Telix Prescription capsules Restricted<\/td>\nPrescription capsules, Biotechnology & Existence Sciences<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/p>\n

Necessities:<\/h4>\n

I.<\/strong> Write an outline of your dispensed companies, guaranteeing the next fundamental functions are included:<\/p>\n

    \n
  • a. Its vital business activities (vital products or providers)<\/li>\n
  • b. Entire market capitalization (as of December 2024)<\/li>\n
  • c. Foremost company events in 2022\u20132024 which would perhaps have faith impacted its stock costs.<\/li>\n<\/ul>\n

    (2 marks)<\/em><\/p>\n

    II. Statistical Analysis on Return, Threat and Correlation<\/strong><\/p>\n

    The usage of the historical payment info equipped in a separate Excel spreadsheet, create the next:<\/p>\n

    a) Calculate the monthly returns and total the table below.<\/strong> If there have to now not any return values, gift them as N.A. (4 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n\n\n
    Month<\/strong><\/th>\nCompany 1 (Name)<\/strong><\/th>\nCompany 2 (Name)<\/strong><\/th>\nCompany 3 (Name)<\/strong><\/th>\nCompany 4 (Name)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
    Jan-2022<\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Feb-2022<\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Mar-2022 etc\u2026..<\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    b) Calculate the arithmetic suggest and standard deviation of monthly return<\/strong> and commentary on the threat and return behaviour of shares. (4 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\nCompany 2 (Name)<\/strong><\/th>\nCompany 3 (Name)<\/strong><\/th>\nCompany 4 (Name)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
    Arithmetic Mean (%)<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Normal Deviation (%)<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    c) Calculate the geometric suggest of monthly return<\/strong> for every stock, and remark what these values gift about companies’ returns. (3 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\nCompany 2 (Name)<\/strong><\/th>\nCompany 3 (Name)<\/strong><\/th>\nCompany 4 (Name)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
    Geometric Mean (%)<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    d) Estimate the annual return<\/strong> for every company the expend of the calculated moderate monthly return. (1 stamp)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\nCompany 2 (Name)<\/strong><\/th>\nCompany 3 (Name)<\/strong><\/th>\nCompany 4 (Name)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
    Annual Return (%)<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    e) Calculate the conserving length return<\/strong> for every stock. (1 stamp)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\nCompany 2 (Name)<\/strong><\/th>\nCompany 3 (Name)<\/strong><\/th>\nCompany 4 (Name)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
    Keeping Length Return (%)<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    f) Fixed with monthly returns, estimate and commentary on these shares’ correlations.<\/strong> (4 marks)<\/em><\/p>\n

    Please insert correlation matrix out of your Excel output.<\/strong> The correlation matrix is got the expend of CORREL(array1, array2) in Excel spreadsheet.<\/p><\/blockquote>\n

    Bid their own praises:<\/strong> Produce particular you set apart the Excel file containing the associated payment info and significant calculations to your assignment submission. Assignments submitted with out an linked Excel file will incur a 10% penalty<\/strong>.<\/p><\/blockquote>\n

    Share B \u2014 Financial Ratio Analysis (13 Marks)<\/h3>\n

    Moreover to conducting the statistical diagnosis on return, threat and correlation for the dispensed companies the expend of the historical costs in Share A, you are also required to create a detailed financial ratio diagnosis. This diagnosis might perhaps well well calm complement the findings from Share A by offering deeper insights into every company’s financial performance, and total market positioning.<\/p>\n

    Necessities:<\/strong><\/p>\n

    Fabricate and overview the Steadiness Sheet and Earnings Statement for every of your assigned companies for three financial years (FY2022, FY2023 and FY2024). Place these financial statements in the appendix of your listing. Fixed with this info:<\/p>\n

    a) Overview every company’s liquidity verbalize<\/strong> by calculating and analysing key liquidity ratios, such because the Present Ratio, Rapid Ratio etc. for every of the three financial years. (3 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 2 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 3 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 4 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\n<\/tr>\n<\/thead>\n
    <\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n<\/tr>\n
    Ratio 1<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Ratio 2<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Etc..<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    b) Observation on whether the company appears to be like to have faith ample transient resources<\/strong> to meet its obligations. (3 marks)<\/em><\/p>\n

    c) Establish and remark two key leverage ratios<\/strong> that will maybe well be fundamental to collectors and\/or doubtless investors (e.g. Debt-to-Equity Ratio, Hobby Coverage Ratio, etc). Calculate and define these ratios for every company for every of the three financial years. (4 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 2 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 3 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 4 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\n<\/tr>\n<\/thead>\n
    <\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n<\/tr>\n
    Ratio 1<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Ratio 2<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Etc..<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    d) Establish and remark two key financial ratios that will maybe well be fundamental to shareholders<\/strong> and\/or doubtless investors (e.g. Return on Equity, Earnings Per Half, etc). Calculate and define these ratios for every company for every of the three financial years. (4 marks)<\/em><\/p>\n

    <\/p>\n\n\n\n\n\n\n\n\n
    <\/th>\nCompany 1 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 2 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 3 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\nCompany 4 (Name)<\/strong><\/th>\n <\/th>\n <\/th>\n<\/tr>\n<\/thead>\n
    <\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n2022<\/strong><\/td>\n2023<\/strong><\/td>\n2024<\/strong><\/td>\n<\/tr>\n
    Ratio 1<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Ratio 2<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
    Etc..<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/p>\n

    Share C \u2014 Preparation of an Investment Proposal (7 Marks)<\/h3>\n

    Finally, you are required to rep a well-structured investment scheme proposal. In this proposal, you resolve on to make a selection and counsel two out of the four dispensed companies<\/strong>, guaranteeing that one company is chosen from every industry represented to your dataset.<\/p>\n

    Your ideas ought to be clearly justified and grounded in the findings out of your earlier analyses, including both the statistical overview (returns, threat, and correlation) and the financial ratio overview. You are expected to combine these insights to remark why the selected companies supply stronger investment doubtless, pondering components similar to performance consistency, threat profile, enhance possibilities, and aggressive positioning within their respective industries.<\/p>\n

    Project Constructing<\/h3>\n

    The assignment might perhaps well well calm consist of the next formulation:<\/p>\n

      \n
    • The assignment quilt page (community contributors’ names, pupil numbers, and all other required fundamental functions)<\/li>\n
    • Summary (one paragraph)<\/li>\n
    • Table of contents<\/li>\n
    • A quick introduction or overview of what the assignment is set<\/li>\n
    • Physique of the assignment with acceptable fragment headings<\/li>\n
    • Conclusion<\/li>\n
    • Checklist of References (observe the Holmes Tailored Harvard Referencing pointers)<\/em><\/li>\n<\/ul>\n

      Marking Criteria<\/h3>\n

      <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      Marking Criteria<\/strong><\/th>\nWeighting<\/strong><\/th>\n<\/tr>\n<\/thead>\n
      Share A: Threat, Return and Correlation Analysis<\/strong><\/td>\n <\/td>\n<\/tr>\n
      Overview of companies<\/td>\n2<\/td>\n<\/tr>\n
      II. a) Calculation of monthly return<\/td>\n4<\/td>\n<\/tr>\n
      Calculation of arithmetic suggest and standard deviation of monthly return<\/td>\n4<\/td>\n<\/tr>\n
      Calculation of geometric suggest of monthly return and remark what these values gift about the companies’ returns<\/td>\n3<\/td>\n<\/tr>\n
      Estimation of annual return<\/td>\n1<\/td>\n<\/tr>\n
      Estimation of conserving length return<\/td>\n1<\/td>\n<\/tr>\n
      Correlation diagnosis<\/td>\n4<\/td>\n<\/tr>\n
      Share B: Financial Ratio Analysis<\/strong><\/td>\n <\/td>\n<\/tr>\n
      a) & b) Liquidity diagnosis<\/td>\n6<\/td>\n<\/tr>\n
      c) Leverage ratio diagnosis<\/td>\n4<\/td>\n<\/tr>\n
      d) Profitability and market payment ratio diagnosis<\/td>\n4<\/td>\n<\/tr>\n
      Share C: Investment Proposal<\/strong><\/td>\n7<\/td>\n<\/tr>\n
      Entire<\/strong><\/td>\n40<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      <\/p>\n

      Student Evaluation Quotation and Referencing Principles<\/h3>\n

      Holmes has utilized a revised Harvard means to referencing. The following ideas observe:<\/p>\n

        \n
      • Reference sources in assignments are restricted to sources that supply stout-text rep entry to to the supply’s bid material for lecturers and markers.<\/li>\n
      • The reference list needs to be located on a separate page at the cease of the listing and titled: “References”<\/strong>.<\/li>\n
      • The reference list have to consist of the fundamental functions of the total in-text citations, organized A-Z alphabetically by creator surname with every reference numbered and every reference MUST consist of a hyperlink<\/strong> to the stout text of the cited reference supply. Shall we embrace:<\/li>\n<\/ul>\n

        Hawking, P., McCarthy, B. & Stein, A. 2004. 2d Wave ERP Education, Journal of Info Programs Education, Tumble<\/em>,\u00a0http:\/\/jise.org\/Volume15\/n3\/JISEv15n3p327.pdf<\/p><\/blockquote>\n

          \n
        • All assignments have to consist of in-text citations. These have to consist of the surname of the creator\/s or identify of the authoring body, one year of publication, page different of the bid material, and paragraph where the bid material might perhaps well well furthermore furthermore be chanced on. Shall we embrace: “The corporate determined to place into effect an endeavor-wide info warehouse business intelligence scheme (Hawking et al., 2004, p3(4)).”<\/em><\/li>\n<\/ul>\n

          Non-Adherence to Referencing Principles<\/h4>\n
            \n
          • For college students who put up assignments that assemble now not comply with all functions of the guidelines, a 20% penalty<\/strong> will seemingly be utilized.<\/li>\n
          • Slow penalties will observe day to day after the pupil\/s were notified of the due date.<\/li>\n
          • Students who comply with ideas BUT their citations are ‘unsuitable’ will seemingly be reported for tutorial misconduct.<\/li>\n<\/ul>\n

            Academic Integrity<\/h3>\n

            Holmes Institute is dedicated to making particular and upholding tutorial integrity, because it’s integral to striking ahead tutorial quality and the reputation of Holmes’ graduates.<\/p>\n

            Table 1: Six Lessons of Academic Integrity Breaches<\/h4>\n

            <\/p>\n\n\n\n\n\n\n\n\n\n\n
            Class<\/strong><\/th>\nDescription<\/strong><\/th>\n<\/tr>\n<\/thead>\n
            Plagiarism<\/strong><\/td>\nReproducing the work of anyone else with out attribution. When a pupil submits their grasp work on quite rather a lot of instances here’s is well-known as <\/span>self-plagiarism<\/strong>.<\/td>\n<\/tr>\n
            Collusion<\/strong><\/td>\nWorking with one or more other folks to total an assignment, in a vogue that’s now not authorized.<\/td>\n<\/tr>\n
            Copying<\/strong><\/td>\nReproducing and submitting the work of but some other pupil, with or with out their info. If a pupil fails to rob reasonable precautions to forestall their grasp customary work from being copied, this is able to maybe furthermore furthermore be conception to be an offence.<\/td>\n<\/tr>\n
            Impersonation<\/strong><\/td>\nFalsely presenting oneself, or taking part anyone else to present as oneself, in an in-particular person examination.<\/td>\n<\/tr>\n
            Contract cheating<\/strong><\/td>\nContracting a 3rd celebration to total an outline project, usually in alternate for money or other scheme of payment.<\/td>\n<\/tr>\n
            Files fabrication and falsification<\/strong><\/td>\nManipulating or inventing info with the intent of supporting unsuitable conclusions, including manipulating photos.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

            <\/p>\n

            Marking Rubric<\/h3>\n

            <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
            <\/th>\nFabulous (80\u2013100%)<\/strong><\/th>\nVery Lawful (66\u2013seventy nine%)<\/strong><\/th>\nLawful (56\u201365%)<\/strong><\/th>\nAmple (41\u201355%)<\/strong><\/th>\nUnsatisfactory (0\u201340%)<\/strong><\/th>\n<\/tr>\n<\/thead>\n
            Share A<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
            I. Overview of companies (2 marks)<\/td>\nHighly insightful and well-researched. Covers all functions thoroughly.<\/td>\nDetailed and relevant company info; clearly explained.<\/td>\nAmple overview with key info included.<\/td>\nTraditional overview; some fundamental fundamental functions lacking or underdeveloped.<\/td>\nIncomplete or wrong overview; lacks very fundamental or correct info, or is confusing.<\/td>\n<\/tr>\n
            II. a) Calculation of monthly return (4 marks)<\/td>\nTrue calculations and completely carried out.<\/td>\nPrecise calculations with minor inaccuracies or omissions.<\/td>\nCalculations largely correct; some errors or omissions.<\/td>\nAn are trying is made, nonetheless key calculations are lacking or largely unsuitable.<\/td>\nIncomplete or largely unsuitable, or is confusing.<\/td>\n<\/tr>\n
            b) Arithmetic suggest and standard deviation (4 marks)<\/td>\nTrue calculations with insightful diagnosis of threat-return.<\/td>\nPrecise calculations with total diagnosis of threat-return.<\/td>\nPrincipally correct calculations with restricted diagnosis.<\/td>\nErrors in calculations, total or incomplete diagnosis.<\/td>\nUnsuitable calculations, no meaningful diagnosis, or is confusing.<\/td>\n<\/tr>\n
            c) Geometric suggest (3 marks)<\/td>\nTrue calculation with obvious, insightful rationalization of what the geometric suggest signifies about the companies’ returns.<\/td>\nPrecise calculation with relevant commentary, though lacking some depth.<\/td>\nCheap calculation and interpretation, nonetheless with minor errors or total diagnosis.<\/td>\nTraditional calculation with restricted perception into the companies’ returns.<\/td>\nUnsuitable or lacking calculation with no meaningful rationalization, or is confusing.<\/td>\n<\/tr>\n
            d) Estimation of annual return (1 stamp)<\/td>\nTrue and well-introduced.<\/td>\nPrecise with minor errors.<\/td>\nPrincipally correct with some errors.<\/td>\nTried with fundamental errors.<\/td>\nUnsuitable or unclear, or is confusing.<\/td>\n<\/tr>\n
            e) Estimation of conserving length return (1 stamp)<\/td>\nTrue and clearly shown conserving length return.<\/td>\nPrecise estimation with minor errors.<\/td>\nPrincipally correct nonetheless with some fundamental errors.<\/td>\nTried with vital errors.<\/td>\nUnsuitable or lacking estimation, or is confusing.<\/td>\n<\/tr>\n
            f) Correlation diagnosis (4 marks)<\/td>\nTrue correlation matrix diagnosis, clearly introduced and successfully dilapidated in total diagnosis.<\/td>\nPrecise correlation matrix diagnosis with obvious presentation; minor complications in interpretation or integration.<\/td>\nPrincipally correct correlation matrix diagnosis; restricted expend or total presentation.<\/td>\nTried correlation matrix diagnosis with errors or unclear formatting.<\/td>\nCorrelation matrix diagnosis now not included or fully unsuitable, or is confusing.<\/td>\n<\/tr>\n
            Share B<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
            a) & b) Liquidity diagnosis (6 marks)<\/td>\nFinancial statements precisely linked. At the very least two liquidity ratios calculated and interpreted well.<\/td>\nFinancial statements linked. Two liquidity ratios calculated with correct interpretation.<\/td>\nStatements linked. One or two ratios calculated with total diagnosis.<\/td>\nOne ratio calculated. Restricted interpretation. Financial statements will seemingly be incomplete.<\/td>\nNo meaningful diagnosis. Ratios lacking or unsuitable. No statements equipped.<\/td>\n<\/tr>\n
            c) Leverage ratio diagnosis (4 marks)<\/td>\nPrecise identification and calculation of no much less than two ratios for every company. Unparalleled diagnosis and interpretation.<\/td>\nPrecise identification and calculation of two ratios for every company. Lawful diagnosis and interpretation.<\/td>\nAt the very least two ratios calculated. Analysis might perhaps well well lack depth or readability.<\/td>\nOne ratio calculated. Feeble or unclear diagnosis and interpretation.<\/td>\nIncomplete or unsuitable calculations. Unclear interpretation.<\/td>\n<\/tr>\n
            d) Profitability and market payment ratio diagnosis (4 marks)<\/td>\nPrecise identification and calculation of no much less than two ratios for every company. Unparalleled diagnosis and interpretation.<\/td>\nPrecise identification and calculation of two ratios for every company. Lawful diagnosis and interpretation.<\/td>\nAt the very least two ratios calculated. Analysis might perhaps well well lack depth or readability.<\/td>\nOne ratio calculated. Feeble or unclear diagnosis and interpretation.<\/td>\nIncomplete or unsuitable calculations. Unclear interpretation.<\/td>\n<\/tr>\n
            Share C: Investment Proposal (7 marks)<\/strong><\/td>\nSmartly-structured, coherent argument, suggestion is justified and well-grounded in the findings from earlier analyses.<\/td>\nSmartly-structured, coherent argument, suggestion is justified and largely grounded in the findings from earlier analyses.<\/td>\nCoherent argument, suggestion is justified and largely grounded in the findings from earlier analyses.<\/td>\nRecommendation is weakly grounded in the findings from earlier analyses.<\/td>\nRecommendation is now not grounded in the findings from earlier analyses.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

            <\/p>\n

            Bid their own praises:<\/strong> This pattern is for steering capabilities only and ought to be dilapidated as a reference to reduction with working out the assignment requirements.<\/p>\n

            <\/figure>\n

            HM5002 Finance for Managers \u2013 Sample Solution (Steering Most effective)<\/h3>\n

            Bid their own praises:<\/strong> This pattern resolution is equipped for finding out and steering capabilities only. Students have to create their grasp calculations the expend of the Excel dataset equipped by their lecturer and put collectively customary diagnosis in accordance with tutorial integrity requirements.<\/p><\/blockquote>\n

            Summary<\/h3>\n

            This listing analyses the return, threat, correlation, and financial performance of 4 ASX-listed companies: Woodside Vitality Community Restricted, Santos Restricted, Neuren Prescription capsules Restricted, and Telix Prescription capsules Restricted. Statistical diagnosis was once performed the expend of monthly stock returns from 2022\u20132024. Financial ratio diagnosis examined liquidity, leverage, and profitability indicators. Fixed with the findings, an investment suggestion is equipped by deciding on one company from the vitality sector and one company from the biotechnology sector.<\/p>\n

            1. Introduction<\/h3>\n

            Investment choices require an working out of both market performance and financial strength. This listing evaluates four ASX-listed companies from the Vitality and Biotechnology industries through return diagnosis, threat overview, correlation size, and financial ratio overview. The findings are dilapidated to formulate an investment proposal.<\/p>\n

            Share A \u2013 Statistical Analysis on Return, Threat and Correlation<\/h3>\n

            2. Company Overview<\/h3>\n

            2.1 Woodside Vitality Community Restricted (WDS)<\/h3>\n

            Foremost Activities<\/strong><\/p>\n

              \n
            • Oil and gas exploration<\/li>\n
            • LNG manufacturing<\/li>\n
            • Vitality pattern projects<\/li>\n<\/ul>\n

              Market Capitalisation (Dec 2024)<\/strong><\/p>\n

              Roughly AUD 50 billion.<\/p>\n

              Foremost Events (2022\u20132024)<\/strong><\/p>\n

                \n
              • Merger with BHP Petroleum sources.<\/li>\n
              • Unparalleled LNG question because of international vitality shortages.<\/li>\n
              • Development of Scarborough Vitality Mission.<\/li>\n<\/ul>\n

                2.2 Santos Restricted (STO)<\/h3>\n

                Foremost Activities<\/strong><\/p>\n

                  \n
                • Natural gas manufacturing<\/li>\n
                • LNG exports<\/li>\n
                • Oil exploration<\/li>\n<\/ul>\n

                  Market Capitalisation (Dec 2024)<\/strong><\/p>\n

                  Roughly AUD 25 billion.<\/p>\n

                  Foremost Events (2022\u20132024)<\/strong><\/p>\n

                    \n
                  • Elevated LNG exports.<\/li>\n
                  • Growth of Barossa Fuel Mission.<\/li>\n
                  • Greater commodity costs supporting income enhance.<\/li>\n<\/ul>\n

                    2.3 Neuren Prescription capsules Restricted (NEU)<\/h3>\n

                    Foremost Activities<\/strong><\/p>\n

                      \n
                    • Pattern of neurological disorder treatments.<\/li>\n
                    • Commercialisation of Rett Syndrome therapies.<\/li>\n<\/ul>\n

                      Market Capitalisation (Dec 2024)<\/strong><\/p>\n

                      Roughly AUD 2 billion.<\/p>\n

                      Foremost Events (2022\u20132024)<\/strong><\/p>\n

                        \n
                      • Obvious drug trial outcomes.<\/li>\n
                      • Elevated royalty earnings from authorised therapies.<\/li>\n
                      • Foremost fragment payment appreciation.<\/li>\n<\/ul>\n

                        2.4 Telix Prescription capsules Restricted (TLX)<\/h3>\n

                        Foremost Activities<\/strong><\/p>\n

                          \n
                        • Radiopharmaceutical products.<\/li>\n
                        • Most cancers imaging and remedy alternate choices.<\/li>\n<\/ul>\n

                          Market Capitalisation (Dec 2024)<\/strong><\/p>\n

                          Roughly AUD 8 billion.<\/p>\n

                          Foremost Events (2022\u20132024)<\/strong><\/p>\n

                            \n
                          • Unparalleled enhance in Illuccix gross sales.<\/li>\n
                          • Growth into international markets.<\/li>\n
                          • Regulatory approvals supporting enhance.<\/li>\n<\/ul>\n

                            3. Monthly Return Analysis<\/h3>\n

                            Scheme<\/h3>\n

                            Monthly\u00a0Return=Pt\u2212Pt\u22121Pt\u22121text{Monthly Return} = frac{P_t – P_{t-1}}{P_{t-1}}Monthly\u00a0Return=Pt\u22121\u200bPt\u200b\u2212Pt\u22121\u200b\u200b<\/p>\n

                            Sample Return Table<\/h3>\n

                            <\/p>\n\n\n\n\n\n\n\n\n\n
                            Month<\/th>\nWDS<\/th>\nSTO<\/th>\nNEU<\/th>\nTLX<\/th>\n<\/tr>\n<\/thead>\n
                            Jan-22<\/td>\nN.A<\/td>\nN.A<\/td>\nN.A<\/td>\nN.A<\/td>\n<\/tr>\n
                            Feb-22<\/td>\n4.5%<\/td>\n3.8%<\/td>\n8.2%<\/td>\n5.1%<\/td>\n<\/tr>\n
                            Mar-22<\/td>\n3.2%<\/td>\n2.9%<\/td>\n7.6%<\/td>\n4.7%<\/td>\n<\/tr>\n
                            Apr-22<\/td>\n-1.8%<\/td>\n-2.0%<\/td>\n5.5%<\/td>\n3.6%<\/td>\n<\/tr>\n
                            …<\/td>\n…<\/td>\n…<\/td>\n…<\/td>\n…<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                            <\/p>\n

                            (Total the expend of Excel info equipped.)<\/em><\/p>\n

                            4. Arithmetic Mean and Normal Deviation<\/h3>\n

                            <\/p>\n\n\n\n\n\n\n\n\n
                            Company<\/th>\nArithmetic Mean<\/th>\nNormal Deviation<\/th>\n<\/tr>\n<\/thead>\n
                            WDS<\/td>\n1.45%<\/td>\n6.20%<\/td>\n<\/tr>\n
                            STO<\/td>\n1.30%<\/td>\n5.80%<\/td>\n<\/tr>\n
                            NEU<\/td>\n2.85%<\/td>\n12.40%<\/td>\n<\/tr>\n
                            TLX<\/td>\n2.35%<\/td>\n10.10%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                            <\/p>\n

                            Discussion<\/h3>\n
                              \n
                            • NEU generated the very very perfect moderate monthly return.<\/li>\n
                            • WDS and STO delivered more steady returns.<\/li>\n
                            • Biotechnology shares exhibited better volatility than vitality shares.<\/li>\n
                            • Greater returns were connected with higher threat.<\/li>\n<\/ul>\n

                              5. Geometric Mean Return<\/h3>\n

                              <\/p>\n\n\n\n\n\n\n\n\n
                              Company<\/th>\nGeometric Mean<\/th>\n<\/tr>\n<\/thead>\n
                              WDS<\/td>\n1.30%<\/td>\n<\/tr>\n
                              STO<\/td>\n1.15%<\/td>\n<\/tr>\n
                              NEU<\/td>\n2.50%<\/td>\n<\/tr>\n
                              TLX<\/td>\n2.10%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                              <\/p>\n

                              Interpretation<\/h3>\n

                              The geometric suggest represents the moderate compounded return earned by investors over time. NEU and TLX produced stronger lengthy-time length enhance, whereas WDS and STO equipped steadier performance.<\/p>\n

                              6. Annual Return<\/h3>\n

                              Scheme:<\/p>\n

                              (1+Monthly\u00a0Return)12\u22121(1+text{Monthly Return})^{12}-1(1+Monthly\u00a0Return)12\u22121<\/p>\n

                              <\/p>\n\n\n\n\n\n\n\n\n
                              Company<\/th>\nAnnual Return<\/th>\n<\/tr>\n<\/thead>\n
                              WDS<\/td>\n16.8%<\/td>\n<\/tr>\n
                              STO<\/td>\n14.8%<\/td>\n<\/tr>\n
                              NEU<\/td>\n40.0%<\/td>\n<\/tr>\n
                              TLX<\/td>\n31.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                              <\/p>\n

                              7. Keeping Length Return<\/h3>\n

                              Scheme:<\/p>\n

                              PEnd\u2212PBeginningPBeginningfrac{P_{Terminate}-P_{Starting up}}{P_{Starting up}}PBeginning\u200bPEnd\u200b\u2212PBeginning\u200b\u200b<\/p>\n

                              <\/p>\n\n\n\n\n\n\n\n\n
                              Company<\/th>\nKeeping Length Return<\/th>\n<\/tr>\n<\/thead>\n
                              WDS<\/td>\nforty eight%<\/td>\n<\/tr>\n
                              STO<\/td>\n42%<\/td>\n<\/tr>\n
                              NEU<\/td>\n130%<\/td>\n<\/tr>\n
                              TLX<\/td>\n95%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                              <\/p>\n

                              Interpretation<\/h3>\n

                              NEU carried out the very very perfect total return at some level of the investment length, indicating distinctive enhance performance.<\/p>\n

                              8. Correlation Analysis<\/h3>\n

                              Sample Correlation Matrix<\/h3>\n

                              <\/p>\n\n\n\n\n\n\n\n\n
                              <\/th>\nWDS<\/th>\nSTO<\/th>\nNEU<\/th>\nTLX<\/th>\n<\/tr>\n<\/thead>\n
                              WDS<\/td>\n1.00<\/td>\n0.82<\/td>\n0.21<\/td>\n0.18<\/td>\n<\/tr>\n
                              STO<\/td>\n0.82<\/td>\n1.00<\/td>\n0.25<\/td>\n0.20<\/td>\n<\/tr>\n
                              NEU<\/td>\n0.21<\/td>\n0.25<\/td>\n1.00<\/td>\n0.68<\/td>\n<\/tr>\n
                              TLX<\/td>\n0.18<\/td>\n0.20<\/td>\n0.68<\/td>\n1.00<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                              <\/p>\n

                              Discussion<\/h3>\n
                                \n
                              • WDS and STO have faith steady certain correlation because both operate staunch throughout the vitality sector.<\/li>\n
                              • NEU and TLX display camouflage reasonable correlation due to the same biotechnology industry influences.<\/li>\n
                              • Low correlation between vitality and biotechnology shares suggests diversification benefits.<\/li>\n<\/ul>\n

                                Share B \u2013 Financial Ratio Analysis<\/h3>\n

                                9. Liquidity Analysis<\/h3>\n

                                Present Ratio<\/h3>\n

                                Present\u00a0Ratio=Present\u00a0AssetsCurrent\u00a0LiabilitiesCurrent Ratio=frac{Present Sources}{Present Liabilities}Present\u00a0Ratio=Present\u00a0LiabilitiesCurrent\u00a0Sources\u200b<\/p>\n

                                Rapid Ratio<\/h3>\n

                                Rapid\u00a0Ratio=Present\u00a0Sources\u2212InventoryCurrent\u00a0LiabilitiesQuick Ratio=frac{Present Sources-Inventory}{Present Liabilities}Rapid\u00a0Ratio=Present\u00a0LiabilitiesCurrent\u00a0Sources\u2212Inventory\u200b<\/p>\n

                                Sample Outcomes<\/h3>\n

                                <\/p>\n\n\n\n\n\n\n\n\n
                                Company<\/th>\n2022<\/th>\n2023<\/th>\n2024<\/th>\n<\/tr>\n<\/thead>\n
                                WDS Present Ratio<\/td>\n1.60<\/td>\n1.75<\/td>\n1.82<\/td>\n<\/tr>\n
                                STO Present Ratio<\/td>\n1.45<\/td>\n1.52<\/td>\n1.58<\/td>\n<\/tr>\n
                                NEU Present Ratio<\/td>\n5.20<\/td>\n5.85<\/td>\n6.10<\/td>\n<\/tr>\n
                                TLX Present Ratio<\/td>\n3.10<\/td>\n3.45<\/td>\n3.80<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                                <\/p>\n

                                Interpretation<\/h3>\n
                                  \n
                                • NEU and TLX possess steady liquidity positions.<\/li>\n
                                • WDS and STO preserve ample liquidity.<\/li>\n
                                • All companies seem able to assembly transient obligations.<\/li>\n<\/ul>\n

                                  10. Leverage Analysis<\/h3>\n

                                  Debt-to-Equity Ratio<\/h3>\n

                                  Debt\/Equity=Entire\u00a0DebtTotal\u00a0EquityDebt\/Equity=frac{Entire Debt}{Entire Equity}Debt\/Equity=Entire\u00a0EquityTotal\u00a0Debt\u200b<\/p>\n

                                  Hobby Coverage Ratio<\/h3>\n

                                  Hobby\u00a0Coverage=EBITInterest\u00a0ExpenseInterest Coverage=frac{EBIT}{Hobby Expense}Hobby\u00a0Coverage=Hobby\u00a0ExpenseEBIT\u200b<\/p>\n

                                  Sample Outcomes<\/h3>\n

                                  <\/p>\n\n\n\n\n\n\n\n\n
                                  Company<\/th>\nD\/E 2024<\/th>\nHobby Coverage 2024<\/th>\n<\/tr>\n<\/thead>\n
                                  WDS<\/td>\n0.42<\/td>\n12.5<\/td>\n<\/tr>\n
                                  STO<\/td>\n0.55<\/td>\n9.8<\/td>\n<\/tr>\n
                                  NEU<\/td>\n0.05<\/td>\nN.A<\/td>\n<\/tr>\n
                                  TLX<\/td>\n0.12<\/td>\n15.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                                  <\/p>\n

                                  Interpretation<\/h3>\n
                                    \n
                                  • NEU and TLX preserve very low debt stages.<\/li>\n
                                  • WDS and STO use reasonable leverage.<\/li>\n
                                  • Lower debt reduces financial threat for biotechnology companies.<\/li>\n<\/ul>\n

                                    11. Shareholder Ratios<\/h3>\n

                                    Return on Equity (ROE)<\/h3>\n

                                    ROE=Fetch\u00a0IncomeShareholders\u00a0EquityROE=frac{Fetch Earnings}{Shareholders Equity}ROE=Shareholders\u00a0EquityNet\u00a0Earnings\u200b<\/p>\n

                                    Earnings Per Half (EPS)<\/h3>\n

                                    EPS=Fetch\u00a0IncomeShares\u00a0OutstandingEPS=frac{Fetch Earnings}{Shares Prominent}EPS=Shares\u00a0OutstandingNet\u00a0Earnings\u200b<\/p>\n

                                    Sample Outcomes<\/h3>\n

                                    <\/p>\n\n\n\n\n\n\n\n\n
                                    Company<\/th>\nROE 2024<\/th>\nEPS 2024<\/th>\n<\/tr>\n<\/thead>\n
                                    WDS<\/td>\n18%<\/td>\n2.65<\/td>\n<\/tr>\n
                                    STO<\/td>\n14%<\/td>\n0.72<\/td>\n<\/tr>\n
                                    NEU<\/td>\n24%<\/td>\n0.65<\/td>\n<\/tr>\n
                                    TLX<\/td>\n20%<\/td>\n0.58<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                                    <\/p>\n

                                    Interpretation<\/h3>\n
                                      \n
                                    • NEU generated the very very perfect shareholder return.<\/li>\n
                                    • TLX demonstrated steady profitability enhance.<\/li>\n
                                    • WDS equipped steady returns supported by steady money flows.<\/li>\n<\/ul>\n

                                      Share C \u2013 Investment Proposal<\/h3>\n","protected":false},"excerpt":{"rendered":"

                                      Community Project Evaluation Foremost functions and Submission Pointers Evaluation Foremost functions Foremost functions Trimester T1 2026 Unit Code HM5002 Unit Title Finance for Managers Evaluation Sort Particular person Project Weight 40% Submission Pointers All work needs to be submitted on Blackboard by the due date along with a carried out Project Conceal Net page. The […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-32258","post","type-post","status-publish","format-standard","hentry","category-solutions"],"_links":{"self":[{"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/posts\/32258","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/comments?post=32258"}],"version-history":[{"count":0,"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/posts\/32258\/revisions"}],"wp:attachment":[{"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/media?parent=32258"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/categories?post=32258"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academicwritersbay.com\/solutions\/wp-json\/wp\/v2\/tags?post=32258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}