Global MBA
Module: Accounting and Managerial Finance
Assignment Title: Analyzing the Annual Report Assignment Type: Formal Report
Word Limit: 3000 words (+/- 300)
Weighting: 100%
Issue Date: 10/11/2022 Submission Date: 14/02/2023 Feedback Date: 28/02/2023
Plagiarism:
When submitting work for assessment, students should be aware of the InterActive/Canvas guidance and regulations in concerning plagiarism. All submissions should be your own, original work. Please note that you must not submit the same assignment for two different modules within your course.
You must submit an electronic copy of your work. Your submission will be electronically checked.
| Learner declaration |
| I certify that the work submitted for this assignment is my own and research sources are fully acknowledged. Student signature: Date: |
Harvard Referencing:
The Harvard Referencing System must be used. The Wikipedia, UKEssays.com or similar websites must not be used or referenced in your work.
Introduction
In this assessment, you are asked to conduct a financial analysis of a listed company of your choice. It must meet the following criteria:
- It should be listed on a stock exchange.
- It should NOT be a financial/ banking company because finance companies’ financial statements are very different than other service/ manufacturing, etc.
- Must be a recent annual report, i.e. 2020.
- 2-3 students may be working on a same company, but everyone is required to submit their own report, which is written individually and NOT as a group.
- The report must be available in English language.
- Should be able to identify a close competitor.
Task 1: Conduct segment analysis of the chosen company and its competitor (5%)
Task 2: Explain what is conceptual framework. Explain any three Assumptions/ Principles/ Constraints and illustrate their applicability by showing examples from the chosen case company. (20%)
Task 3: What is meant by financial position? What information in the balance sheet can be used to assess a company’s solvency?
Present the detailed analysis of company’s liquidity, solvency position, and profitability position. Your analysis must include reference to all four financial statements including cash flow statement (40%)
Task 4: Based upon historical data of the company, forecast the budget for the chosen company and prepare the forecasted Profit and loss account (20%).
Task 5: Explain the meaning and relevance of Job Order Costing and Absorption Costing and critically analyze and illustrate their applicability to the chosen company.
For getting higher grade, please follow following pre-requisite:
- Relevant theories must be elaborated. (LO1)
- Both in-text and end-text referencing should be there in the paper. Do not use Investopedia/ Wikipedia, but use books, journals, research papers, newspaper articles, company publications. (LO2)
- Extract as much information as possible from the annual reports. Mention page number within in-text referencing (LO2, LO3,)
- Wider research should be visible. At master level, you should refer at least 15 sources in an assignment. (LO3, LO4)
- Remember to show all your calculations in detail. Only relevant data and tables and relevant from spreadsheets should be included within the body of the analysis. (LO3, LO4)
- Please embed your excel workings in the Word document itself, see following video on how to do this
GUIDANCE ON ASSESSMENT
All materials must be properly referenced under Harvard conventions. The length required is 3,000 words with tasks equally weighted. The writing style should be formal academic / report writing style with in-text referencing to support your comments and observations. Originality, quality of argument and good structure are required. The report should demonstrate sound understanding and ability to apply knowledge and theory with additional marks being awarded for juxtaposition and insight of issues.
Grading Criteria
| Generic Criteria | 90 – 100 | 80 – 89 | 70 – 79 | 60-69 | 50 – 59 | 40-49 | 0 – 39 | |
| Level 7 | Knowledge of contexts, concepts, technologies and processes The extent to which knowledge is demonstrated: relevant contextual or theoretical issues are identified, defined and described historical or contemporary practices are identified, defined and described appropriate technologies, methods and processes are identified, defined and described | Exceptional and remarkable critical understanding of current issues and historical contexts demonstrating knowledge at the forefront of the discipline Exceptional and highly original understanding of techniques methods and processes | Excellent and highly sophisticated critical understanding of current issues and historical contexts demonstrating knowledge at the forefront of the discipline An excellent and highly impressive understanding of techniques, materials and processes | Comprehensive critical understanding of current issues and historical contexts much of which is at, or informed by, the forefront of the discipline. Comprehensive knowledge of techniques and processes, and a critical understanding of their potential to advance scholarship in the discipline. | Sound understanding of knowledge of current issues and historical contexts, some of which is at, or informed by, the forefront of the discipline. Sound knowledge of the techniques and processes applicable to research and advanced scholarship in the discipline | Passable understanding of knowledge of current issues and historical contexts, some of which is at, or informed by, the forefront of the discipline. Acceptable knowledge of the techniques and processes applicable to research and advanced scholarship in the discipline | Insufficient understanding of knowledge of the contextual, historical or theoretical issues that inform the discipline. Insufficient knowledge of techniques applicable to research and advanced scholarship in the discipline. | Very poor demonstration of understanding of contextual, historical or theoretical issues that inform the discipline. Very weak knowledge of technologies, methods and processes |
| Understanding through application of knowledge The degree to which research methods are demonstrated: relevant knowledge and information is compared, contrasted, manipulated, translated and interpreted knowledge and information is selected, analysed, synthesized and evaluated in order to generate creative ideas, solutions, arguments or hypotheses | Exceptional and remarkable demonstration of research methods which generate highly developed critical insights into existing knowledge Exceptional and remarkable critical evaluation of existing knowledge leading directly to new hypotheses Exceptional and remarkable judgements made in relation to creative practice, current ideas, arguments and hypotheses | Excellent and highly sophisticated demonstration of research methods leading to impressive critical insights into existing knowledge Excellent and highly sophisticated critical evaluation of existing knowledge working towards new hypotheses Excellent and highly sophisticated judgements made in relation to creative practice, current ideas, arguments and hypotheses | Rigorous use of established methods of research combined with the ability to generate new concepts or insights into existing knowledge. Critical evaluation of current knowledge to evaluate methodological practices and propose new hypotheses. Carefully considered judgements on highly complex or ‘under-researched’ problems showing evidence of systematic analysis and deduction and creative processes to resolve them. | Sound use of established methods of research to develop and interpret existing knowledge. Critical evaluation of current knowledge and recognition of methodological practices. Sound judgements made on complex research problems showing evidence of systematic analysis and deduction and creative processes to resolve them. | Passable use of established methods of research to develop and interpret existing knowledge. Evidence of critical evaluation of current knowledge and recognition of methodological practices. Passable judgements made on complex research problems showing evidence of systematic analysis and deduction and creative processes to resolve them. | Insufficient use of existing methodologies to develop knowledge. Inability to fully understand or interpret relevant knowledge and methodological practices. Research problems are insufficiently complex and require mainly routine analytic and creative processes to resolve them. | Inability to use and interpret existing research methodologies Little or no ability to evaluate existing knowledge Inability to define a research problem and to generate solutions or hypotheses through research and practice | |
| Application of technical and professional skills | Exceptional and remarkable critical and | Excellent and highly sophisticated critical and | Evidence of a high level of critical and evaluative skills in | Evidence of the critical and evaluative skills | Evidence of the critical and evaluative skills necessary | Evidence of the critical and evaluative skills necessary | Inability to demonstrate the critical and evaluative skills |
| The degree to which: appropriate materials and media are selected, tested and utilised to realise and present ideas and solutions appropriate technologies, methods and processes are demonstrated transferable, professional skills are effectively demonstrated self management and independent learning are demonstrated | evaluative skills utilised leading to highly original solutions to very complex problems Outstanding application of advanced technical skills that fundamentally challenges current understanding and practices Exceptional and remarkable demonstration of professionalism, self- management and independent learning | evaluative skills utilised leading to impressive solutions to very complex problems Highly impressive application of advanced technical skills that challenge current understanding and practices Excellent demonstration of professionalism, self- management and independent learning | order to create original solutions to a range of highly complex problems. Application of advanced skills, techniques and processes that challenge knowledge and understanding of the discipline. Demonstration of a very high level of professionalism, self- management and independent learning | necessary to construct solutions to a range of complex problems Application of advanced skills, techniques and processes that contribute to knowledge and understanding of the discipline. Demonstration of a competent level of professionalism, self- management and independent learning | to identify solutions to a range of complex problems. Application of advanced skills techniques and processes that sustain independent learning in the discipline. Clear demonstration of professionalism, self- management and independent learning | to identify solutions to a range of varied problems. Application of advanced skills techniques and processes that sustain independent learning in the discipline. Acceptable demonstration of professionalism, self- management and independent learning | necessary to identify solutions to problems Insufficient ability to demonstrate the skills necessary for sustained independent learning Insufficient evidence of professional and transferable skills |
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