Fall 2011 Stock Analysis Project Guidelines Final Paper Due: Thursday, December 8th at the beginning of class. See your syllabus for late penalties. Late penalties will accrue based on the submission of your hard copy - even if you email me your write-up by the deadline, I will not count it as submitted until I have a hard copy. Goals: The goal of this project is to evaluate a stock using multiple different models and fundamental analysis and to develop an understanding about how stock values
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INTEGRATED ANALYSIS HOW INVESTORS ARE ADDRESSING ENVIRONMENTAL, SOCIAL AND GOVERNANCE FACTORS IN FUNDAMENTAL EQUITY VALUATION FEBRUARY 2013 Co-funded by the PREPARATION OF THIS DOCUMENT In September 2011 the PRI Initiative convened a working group of signatories to investigate how equity investors and analysts are integrating environmental, social and governance (ESG) analysis into their fair value calculations. The members of the ESG Integration Working Group are: Neil Brown
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Fundamental analysis is the study of a company’s financial strength, based on historical data; sector and industry position; management; dividend history; capitalization; and potential for future growth. It is a stock valuation method that uses financial and economic analysis to predict the movement of stock prices. The analysis attempts to find the intrinsic value of a security that helps investors to make decisions. The fundamental information that is analyzed can include a company's financial reports, and
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or repaid to creditors (debt financing) or owners (equity financing). Financing activities would include, for example, acquiring debt, capital leases, issuing bonds, or issuing preferred or common stock. Financing activities would also include payments to retire debt, reacquiring stock (treasury stock), and the payment of dividends. 17-2. When auditing the investing and financing cycles auditors typically address the following issues: • What assets are necessary to support the operations
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Stock Report | Nov 16, 2013 09:48AM ET Kroger Co (KR) Neutral Pro Value Score Good (8/10) KR may be excessively priced or has questionable fundamentals. The numbers don't tell a clear story. Pro Fundamental Score Strong (7/10) Pro Valuation from Historical Mult. 21.62% over Key Statistics Price Nov 15, 8:00PM 52 Week High 52 Week Low Market Cap Enterprise Value 42.60 43.85 24.19 21.98B 21.44B Revenue (TTM) Revenue (Quarterly YoY Growth) Net Income (Quarterly) EPS Diluted
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disclosures that blame poor financial performance on temporary external factors. Results of an experiment conducted with 124 financial analysts suggest that when analysts perceive such disclosures as plausible, they provide higher earnings forecasts and stock valuations than if the explanation had not been provided. However, we also show that these disclosures can backfire if analysts find them implausible. Specifically, implausible explanations that blame poor performance on temporary external factors lead
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SECTION 1 - INTRODUCTION 1.1 Background to the study Listed companies use financial statements as one of the major medium of communication with their stakeholders. Therefore, stock market regulators and accounting standards setters trying to improve the quality of financial statements in order to increase the transparency level in financial reporting. (Vishnani S., Shah B.K., 2008). Financial reporting by companies is effected via the preparation and publication of financial statements
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Hong Kong financial and banking systems 2. Explain working capital policies and apply working capital management tools 3. Apply the concepts of risk-return trade-off and time value of money in financial management decisions, and in stock, bond, and asset valuation; 4. Describe the meaning & implications of efficient capital markets; 5. Evaluate competing sources, uses and costs of finance available to corporations in corporate financing decisions; 6. Evaluate corporate investment decisions
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Hong Kong financial and banking systems 2. Explain working capital policies and apply working capital management tools 3. Apply the concepts of risk-return trade-off and time value of money in financial management decisions, and in stock, bond, and asset valuation; 4. Describe the meaning & implications of efficient capital markets; 5. Evaluate competing sources, uses and costs of finance available to corporations in corporate financing decisions; 6. Evaluate corporate investment decisions
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............................................................................ 7 Phase I: Industry Analysis ................................................................................................................................. 7 Phase II: Test of Efficiency of Market .......................................................................................................... 7 Phase III: Company Analysis ......................................................................................
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