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FIN320 Individual equity reportSpring 2018Due Date: Choose 3 firms from your sectors and you believe they match your portfolio’s investment strategy. Download their financial statements. Useful resources are finance. and finance.. Don’t forget StockTrak. For each firm, kindly include the following information in a header on the first page:Company name (Ticker symbol) and Sector ( Industry)Exchange (market)Current price (as of _____date) & 1 Year Target price (__$ and % increase/decrease)Fundamental Analysis:? The report must contain the following sections:Company overview & Business Description ( example: major products/services provided, geographic region covered, number of branches/factory ….etc)Key statistics for at least the past 3 to 5 years years (Market cap, beta, ROE, ROA, Profit margin, Debt/Equity, Price-to-earnings (P/E), Price-to-book value (P/B or M/B), Price-to-sales (P/S), Price-to-cash flow (P/CF))Financial ratio analysis (Calculation in Excel if required , comments on trend and comparison to benchmark)Catalysts (Why would you buy/sell? Other than pure valuation reasoning)Investment thesis and opinion (Story behind your decision and outlook for future of this business) and your decision was what and why.Calculate growth rate: Revenue Est. EPS Est., growth in EPS, growth in sales, Sustainable growth model You MUST show your work in Excel and attached.Investment Risks (weakness & downside risks) vs strengths (opportunity & upside risks)Economic overviewIndustry overview (competitors)Is it defensive or cyclical?Industry analysis: using top-down and Porter’s five forcesYou need to list all references used in the report (any articles or sources used). Copying and pasting is NOT allowed unless you use quotations and cite it using proper methods.I highly recommend visiting the website of the company that you are analyzing. Then go to Investor relation section and read parts of the 10-K and 10-Q and investment presentation. You must understand the business and its value drivers in order to find the fair value. ................
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