Investment Report for Publicly Listed Company
Budget: $30 – $250 USD
I need your help completing an investment report for my Investment Management module. The report is maximum 2,000 words and should be written as if I’m an investment manager advising a client who wants to invest in a publicly listed company (which I’ve been allocated).
Here’s what needs to be done:
1. Tear Sheet (Page 1):
• A short paragraph summarising the company: performance over the last year, products, and markets.
• Include key data like current price, forecasts, valuation metrics (PE, PB, PS, DY), and your investment recommendation (buy, sell, or hold).
2. Performance & News Analysis:
• Compare the company’s returns to the market.
• Calculate its risk-adjusted return using a suitable index and beta.
• Identify and analyse relevant news (e.g. earnings releases, economic reports, analyst recommendations) and explain how they affected the company’s share price.
3. Valuation:
• Do a multistage Dividend Discount Model (DDM) using CAPM to find the cost of equity.
• Use valuation multiples (PE, PB, PS, DY) for comparison.
• Plot results using the Security Market Line (SML).
• Discuss and compare DDM vs. multiples—what insights each gives and which is more reliable for this company.
4. Conclusion:
• Clearly summarise the results and give a final investment recommendation with justification.
Important notes:
• Must use Bloomberg terminal as the primary data source.
• Reference properly using Harvard style.
• Make the report neat and professional-looking.
• Everything needs to be backed by evidence and clearly explained.
Here’s what needs to be done:
1. Tear Sheet (Page 1):
• A short paragraph summarising the company: performance over the last year, products, and markets.
• Include key data like current price, forecasts, valuation metrics (PE, PB, PS, DY), and your investment recommendation (buy, sell, or hold).
2. Performance & News Analysis:
• Compare the company’s returns to the market.
• Calculate its risk-adjusted return using a suitable index and beta.
• Identify and analyse relevant news (e.g. earnings releases, economic reports, analyst recommendations) and explain how they affected the company’s share price.
3. Valuation:
• Do a multistage Dividend Discount Model (DDM) using CAPM to find the cost of equity.
• Use valuation multiples (PE, PB, PS, DY) for comparison.
• Plot results using the Security Market Line (SML).
• Discuss and compare DDM vs. multiples—what insights each gives and which is more reliable for this company.
4. Conclusion:
• Clearly summarise the results and give a final investment recommendation with justification.
Important notes:
• Must use Bloomberg terminal as the primary data source.
• Reference properly using Harvard style.
• Make the report neat and professional-looking.
• Everything needs to be backed by evidence and clearly explained.