Required:
You are part of the pension team responsible for a small public sector pension scheme which has a ￡5m investment in your chosen company. The fund’s shareholding in your company represent more than 5% by value of the pension fund’s total portfolio, the trustees of the fund have asked you to prepare a report reviewing the prospects for the company and its shares for their next Board meeting on 1st December 2013. The meeting will conclude with a decision as to whether the shareholding will be maintained.
Your report should include the following:
- Introduce your company. It is expected that this will include some company history, the principal activity of the company, products, markets and key financial results. (10%……approx 250 words)
- Include the following table of key financial data using information from the annual report and accounts used (give definitions and workings):
| Current year | Previous year | % Movement | |
| Revenue | |||
| Operating profit/loss | |||
| Capital employed | |||
| Total assets | |||
| Net cash generated/ used in operating activities | |||
| Number of employees | |||
| Earnings per share | |||
| Financial proposed dividend per share | |||
| Year end share price | |||
| Year end market capitalisation |
(15%)
- Calculate, for BOTH the current year and the previous year, FIVE key financial ratios that help to highlight your company’s performance for the trading period. (Clearly state definitions used and cross reference source of information) (15%)
- Analyse the performance of your company over the last trading period. You will be expected to comment on all relevant percentage movements and financial ratios, NOT just the ones you may have calculated above. Marks will be awarded for both the relevancy and accuracy of information presented and the analysis and interpretation of the information.(50%……approx 1,500 words)
- The report should be neatly typed (Arial front size 12) and presented in an appropriate style. Referencing and bibliographies should use the Harvard System (name and date) (see Learning Information Services (i.e. the Library’s) web page no Napier web pages on plagiarism. (http://www2.napier.ac.uk/ed plagiarism). (10%)
The company which is analysed is NEXT PLC.
Use the order calculator below and get started! Contact our live support team for any assistance or inquiry.
[order_calculator]