1. Introduction
This is a group assignment having two parts. First part will be considered as assignment 1 of this course where you will analyze one selected company from following list for a period of three years. We will allocate you to perform credit or equity analysis of that company on first come first get basis.
2. Content of Assignment:
A. Excel Analysis (Credit/Equity analysis)
Get last three years’ data to perform the analysis of selected company. Transform the data in Excel. All analysis should be performed in excel file.
Key note:
- For three years’ take 2022, 2021,2020
- Company: Jarir in Saudi Arabia (Jarir is Merchandising, so we will use inventory turnover ratio)
- Use credit only. No equity.
B. PowerPoint presentation
Prepare a PowerPoint presentation covering the following content:
· Introduce the company in one slide.
· Mention the proper formulae in slides along with the values taken from excel.
· Discuss at least 3 scenarios to analyze the Credit or Equity situation of company for last 3 years. Add proper interpretation of the analysis. (3 to 4 slides)
· Conclude the credit/equity situation of company in clear words.
· References: For reference provide the website link from where data is taken.
· Follow proper formatting for PowerPoint.
· Team work table. Remember that PPT preparation is not a contribution by one team member. All members should prepare and present the assignment.
3. Submission
a. Excel file
b. PPT
Plagiarized work will be awarded zero.
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For three Scenarios = three analysis techniques
Analysis techniques covered in chapter 7:
- Graphs
- Regression
- Ratios
- Commonsize/horizontal analysis
Example (credit analysis): credit ratios, standard category ratios, vertical/ horizontal analysis.
