Assignment Task
Assessment Brief
What am I required to do on this assessment? You are a respected city analyst who specializes in advising clients who are interested in purchasing equities in a given industry sector. You are asked to give investment advice to Airbus SE.
Your Task
Produce a company (equity) analysis report. It is expected that you will use a wide range of information sources available to you, including Bloomberg and other accounting and finance databases such as Business Source Ultimate, ECONLIT, Eikon, Emerald, EThOS, FAME, Fitch Ratings PRO, Lexis+ UK International, Lexis+ UK, Marketline Advantage. SAGE Business Cases to complete your assignment.
What do I need to do to pass?
It’s essential to adopt a structured approach. Start by developing the company’s profile, its mission, and segmental analysis. Subsequently, analyse the industry by considering the political, economic, social, and technological factors (PEST analysis) alongside industry trends. Employ Porter’s Five Forces model to scrutinize the competitive landscape. Evaluate the company’s business model and corporate strategy to gauge their effectiveness in creating value. If there are significant corporate events, incorporate them. Summarize the company’s financial statements and conduct a thorough financial ratio analysis, comparing them with industry standards. Additionally, calculate custom industry-specific ratios. Perform company valuations, utilizing various models with well-justified assumptions, and place all model assumptions in the appendix. Finally crafting an analyst’s tearsheet that encapsulates key financial metrics.
