Group Assignment - Financial Statement Analysis: Good Luck!

GROUP ASSIGNMENT - FINANCIAL STATEMENT ANALYSIS
Requirements: Your group (Maximum of 4 students per group) selects a company currently
listed on the Vietnamese Stock Exchanges and analyzes its financial statements using the below
guideline. After completing the assignment, your group has to make both written report and an oral
presentation.
The written report consists of both Word and Excel calculations (if any). Each group also provides
a video presentation on the analysis (20-30 minutes). Your video is uploaded to your Google Drive.
The hard copy should be handed to the lecturer during the last lecture (session 9), and the soft copy
should be uploaded to LMS before the due date.
Please be noted that:
 Every member has to make a presentation.
 The written report should be in word form, maximum of 20 pages (excluding reference and
appendix)
 Reference: Textbook + lecture notes + and other documents; cited properly to avoid
plagiarism.
 The link to the Google drive for the term project must be registered with the lecturer in the
last session. The first page of your work must show the name and contact information of the
group leader, the group members, and each member's contribution level (maximum 100%).
The total mark is deducted by 50% if this part is omitted.
Good luck!
Group Assignment _ Financial Analysis Lecturer: Le Thi Phuong Vy

GUIDELINE FOR COMPANY FINANCIAL ANALYSIS
Please note that this is just a guideline for the assignment. Students can use their own ideas for
designing the report. We will appreciate extra contribution and deeper analysis for the
company. (Hint: you should not choose a diversified company for analysis).
You should go to the corporation website and other relevant sources (see the recommendation at the
end of this guideline) to get financial statements of the at least 3 latest consecutive years and other
information needed for analysis.
The analysis should contain following information:
1. An introduction: (about a page maximum)
o The company's name, postal address and (if available) internet address;
o the year in which your company was founded and the state in which it is incorporated;
o the company's independent (external) audit firm;
o the company's primary line(s) of business;
o size of the company, accompanied by an explanation of the company characteristics
that provide a measure of its size;
o the ticker symbol for your company and the stock exchange on which its shares are
listed;
o membership of the company's Board of Directors, using whatever characteristics you
think are most relevant to depict the composition of the Board [briefly explain each];
and
o the majority-owned subsidiaries [maximum of four, ranked by size] of your company.
o Company's competitors
2. Business Environment analysis
o Industry analysis
o SWOT analysis
3. Analysis of income statement and balance sheet
a. Review the most recent year-end balance sheet (at least 3 consecutive years) of the company
and indicate the following:
o the amount of total current assets;
o the amount of total non-current assets;
o the amount of total current liabilities;
o the amount of total non-current liabilities; and
o the amount of total stockholders' equity.

For each of the above, note whether this was an increase, a decrease, or no change from the
previous year's income statement. Besides, you should better compare it with industry average or its
direct competitor.
Hint: You should use common-size analysis for this part beside using absolute value when
comparing with industry average.
b. Review the most recent year's (at least 3 consecutive years) income statement and indicate
the following:
o total (operating) revenues;
o cost of goods sold (if listed);
o total expenses (before income taxes)
o any non-operating (or extraordinary) gains and losses; and
o earnings per common share.
direct competitor.
Hint: You should use common-size analysis for this part beside using absolute value when
comparing with industry average.
4. Cash flow statement analysis
5. Ratio Analysis
o Liquidity ratios
o Efficiency ratios
o Long-term solvency ratios
o Profitability ratios
o Market value ratios
direct competitor.
6. Return on Invested Capital and Profitability Analysis
o Analyze return on assets and its relevance for analysis
o Analyze return on common shareholders' equity and its role in analysis
7. Credit analysis
8. Conclusion
Brief conclusion about your company in general and in each of aspects: liquidity, efficiency,
solvency, profitability, and market value.

Notes: Followings are my recommendation on useful sources of information you may need for your
analysis:
 The company's annual reports are useful material for your analysis
 You could find some (not all) industry average ratios in financial websites such as:
www.cafef.vn; www.cophieu68.com; www.vndirect.com.vn; www.stockbiz.vn;
www.vietstock.vn;...
 You may need to use different types of charts, tables… to illustrate your idea.
 It would be better if the ratios are compared with the industry average or those of its
competitor
The end!

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GROUP ASSIGNMENT - FINANCIAL STATEMENT ANALYSIS

Group Assignment _ Financial Analysis Lecturer: Le Thi Phuong Vy

Group Assignment _ Financial Analysis Lecturer: Le Thi Phuong Vy

Group Assignment _ Financial Analysis Lecturer: Le Thi Phuong Vy

Group Assignment _ Financial Analysis Lecturer: Le Thi Phuong Vy

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