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FINS2618 Capital Markets and Institutions
Weighting:
5% (individual presentation) + 25% (written report & video presentation)
Due date:
Week 7 Timetabled Tutorial Session (individual presentation)
Week 10 Sunday 19th November 11:59pm (written report & video presentation)
The goal of this Major Assignment is to demonstrate all the key knowledge and skills gained in
this course through the lectures, tutorials, iLab classes and FactSet database.
Your investment team are equity analysts that needs to deliver a stock
pitch to various asset managers on an Australian listed company. It is
expected that your team prepare a short written document to introduce
your chosen company and a recorded presentation of your stock analysis.
Select a company that is currently listed on the Australian Stock Exchange (ASX), which satisfies all the
following criteria:
(a) The stock can be found within the FactSet database
(b) The market capitalisation must be less than AUD $5 billion
(c) The company has at least 3 years of complete financial data
FINS2618 Capital Markets and Institutions
Part A: Introduction to The Company
1. Explain the current capital structure of your company. [5 marks]
• You may consider the distinct types and amounts of debt, hybrid, and equity instruments that
this company has issued, its characteristics as well as other important details.
2. Explain the current asset and current liability structure of your company. [5 marks]
• You may consider different ratios, a comparison with historical values as well as other
important details.