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FINM014 Investment Analysis Assessment Task Solutions

FINM014 Investment Analysis Assessment Brief


Assignment Detail:-

  • Number of Words: 2200


FINM014 Investment Analysis


The Assessment Task


For this assignment, you will be wearing the hat of an equity analyst of a London-based investment bank. You are tasked with the production of a 2000-word equity research report of ONE of the companies that you know well and whose shares are FTSE100 constituents.


Students are required to:

1.       Select ONE target corporation from FTSE100 and write an equity research report which is similar in style and format to reports written by equity analysts. (Note that the bigger the firm is, the more information you can collect about it. On the other hand, less diversified firms and firms listed in a single stock exchange are “cleaner” to value).

2.       Analyse the key industry, market, financial and risk aspects surrounding the chosen company by applying the knowledge gained from the module which may include, but not be limited to, industry analysis, security valuation, technical and fundamental analyses, Markowitz’s Portfolio Theory, Efficient Market Hypothesis, smart beta, etc…

3.       Include a valuation and a recommendation of the selected stock in the analysis which are supported by both qualitative and quantitative analysis.

4.       Cover the essential parts in the report as suggested by the CFA institute in the link below



The report should cover the key features as follow:

Word limit of 2,000 words (excluding bibliography and any appendices) Suggested Word Count
First Page

The first page contains all the key information in the report. It can be thought as the executive summary, which is supported by the remaining report and the appendices.

The following information should be included on the first page: Firm name, Exchange, Ticker, Industry, Current stock price, Your main recommendation (Buy/Sell/Hold), Recent news, Some fundamental information (key ratios and selected items on the financial statements) in the historical 3 years, a graph of recent price performance, estimated Beta, Highlights.

Investment Summary

State your recommendation here (Buy/Hold/Sell, target price). For example, “We issue a Buy recommendation on stock X on the basis of the relative valuation models using [P/E, P/B, P/CF, P/Sale, etc].”

Back up your recommendation with key rationales: merits and concerns. You need to make sure the recommendation and the rationales are consistent.

Business Description

Brief description of the firm, core business (key products/services, contribution to revenues).

Description of business model, e.g. how the firm makes profit, where are the main sources of revenues and costs.

Industry Overview and Competitive Positioning

Overview of the market, market shares of key players and selected firm, recent trends in the past 5 years.

The competitive strategies of selected firm, the market positioning of the firm and the key players along this dimension.

Financial Analysis

Tabulate the important financial ratios (grouped in categories, e.g. profitability, liquidity, efficiency, leverage, etc) using the historical financials for the last 3 years. The assumptions and detailed forecast should be reported in an appendix.


At least two valuation methods must be used. Note that in this assignment, you are only required to use the relative valuation approach. For example, several multiples can be used, Price-to Earnings (P/E), Price-to-Book value of equity (P/B) and Price-to-Sales (P/S) and Price-to-Free Cash Flow (P/FCF). You need to compare the price multipliers with peers or industry average and conduct whether the selected is relatively overvalued or undervalued. You may also want to report sensitivity analysis of your valuation models by changing certain key assumptions.

Investment Risks

Summarising the key risks


Ownership and disclosure of material conflicts of interest

Total 2000-2200

Appendices need to include all information/calculations needed to support the main report and may include the following items:


Financial analysis: 3 year’s historical Balance Sheet and Income Statement.

Key base case assumptions

Detailed method and calculation of all your valuation models




Learning Outcomes


On successful completion of this assessment, you will be able to:

Subject-Specific Knowledge, Understanding & Application
b)   Apply both qualitative and quantitative analytical skills in assessing and  evaluating investment opportunities.
c)   Critically evaluate contrasting approaches and strategies in asset allocation and portfolio management in the global investment industry context..
e)   Justify chosen sustainable solutions and associated decisions to address complex, concrete and abstract problems.
f)  Communicate information and articulate complex arguments convincingly, to influence and persuade stakeholders.


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