Reposting project because of freelance currency conversion issues.


As an investment analyst, you have a client who has asked for advice on whether or not to invest $9 million in shares in an import/export company (Company X) operating in the Pacific Rim region. Company X changed ownership in July 2009, and it is claimed by the new owners that the company has since been modernised. It is also claimed that after an initial development period results have improved dramatically. Your client’s investment funds, equivalent to 9 million $1 ordinary shares, would provide additional working capital for the business.

On the following pages are profit and loss statements and balance sheets for the company for the three most recent years of its operation. These financial statements relate to financial years ending on 30 June. The objective of the assignment is to undertake an analysis of the financial results of the company and then to prepare a business report setting out the results of the analysis. The purpose of the analysis is to make a decision as to whether or not the company would be attractive as a share investment.

Steps in the assignment are as follows:

Step 1: Using the financial statements provided, calculate the ratios listed in the table headed ‘Relevant Financial Ratios’. The ratios to be calculated are then to be displayed in the blank cells in the table for financial years ending 30 June 2009, 2010 and 2011. Also to be displayed are the formulas used to calculate each ratio (as an Appendix).

Step 2: Under each of the four headings of ‘Performance’, ‘Efficiency’, ‘Financial stability’ and ‘Market price ratios’, note which ratios are trending favourable or unfavourable over the three year period. Comment on any ratios that give cause for concern from an investment perspective, including reasons why the ratio is a concern.

Step 3: Formulate a conclusion as to whether or not the company would be an attractive investment, with reasons for this decision.

Step 4: Prepare a business report of 5-8 A4 pages setting out the results of the financial analysis and conclusion. The report structure is to comprise the following sections:

1. Purpose of the report.

2. Completed table of relevant financial ratios.

3. Analysis of the ratios over the three years, focusing in particular on the performance and financial stability of the company.

4. Ratios of concern from an investment perspective.

5. Conclusion and recommendation as to whether or not the company would be attractive as a share investment.

6. An appendix showing all the formulas used to calculate the financial ratios analysed in the report.

7. Appendix and referencing in addition to 8 pages.

8. Referencing – in Harvard style.

Evner: Regnskab, Finans, Intuit QuickBooks, Lønninger

Se mere: financial analysis report, financial analysis freelance, headings financial analysis report, financial analysis report client, why freelance, ratio in accounting, market analysis freelance, it freelance market, it business analyst freelance, investment analyst freelance, freelance working provided company, freelance table sheets, freelance table, freelance steps, freelance step by step, freelance share, freelance profit, freelance market report, freelance market analysis, freelance it business development, freelance it business analyst, freelance it assignment, freelance investment, freelance in import, freelance in finance

Om arbejdsgiveren:
( 13 bedømmelser ) Leanyer, Australia

Projekt ID: #4070837

Tildelt til:


Hi, am a financial analyst..willing to accept your project and work on it. assure you that it will be delivered on time. Thank you.

$30 AUD in 5 dage
(0 bedømmelser)

18 freelancere byder i gennemsnit $58 på dette job


Hello I am an experienced financial analyst and CFA Charterholder with over 10 year of working experience in the financial industry as financial and equity research analyst in several Italian banks. I send you Flere

$40 AUD in 3 dage
(57 bedømmelser)

Hey, I have 16 years of experience in finance. Pls see PMB

$30 AUD in 2 dage
(37 bedømmelser)

I have desired skills and expertise to complete the task. Please check your inbox for further details.

$80 AUD in 4 dage
(34 bedømmelser)

It's my pleasure to bid on this project. I have perused your requirement. On the basis of my qualification (CIMA) and versatile experience, I assure that I can complete the task swiftly. I am fully acquainted to solve Flere

$30 AUD in 2 dage
(22 bedømmelser)

Hello Sir, Please Check PMB for bid details

$50 AUD in 7 dage
(19 bedømmelser)

A business graduate with major in finance here. Please check your PMB for details

$90 AUD in 3 dage
(7 bedømmelser)

I am happy to inform you that I have 4 years experience in financial sector which includes roles as financial analyst and credit analyst. Currently I am doing the similar project on financial analysis (please see work Flere

$75 AUD in 7 dage
(4 bedømmelser)

Greetings I clearly understood your task and ready to this project ASAP.

$50 AUD in 3 dage
(1 bedømmelse)

Hi, I am a trader myself. I know exactly how to pick the right stock. I am happy to work in this project. This requirement is suitable for my qualificationa and experience.

$30 AUD in 2 dage
(0 bedømmelser)

Dear Employer, i have an experience of 13yrs in same field.

$30 AUD in 3 dage
(0 bedømmelser)

Hi there, Financial expert here, would be happy to complete for you. Please see PM. Thanks

$95 AUD in 5 dage
(0 bedømmelser)

Hi Will deliver high quality of work on timely basis please send me the details.

$30 AUD in 5 dage
(0 bedømmelser)

Hi, I am a London Business School graduate specializing in Finance and have done similar assignments before. Happy to discuss your assignment in detail. Best, Anirudh

$100 AUD in 4 dage
(0 bedømmelser)

Highly experienced professional of the field looking forward to this project.

$50 AUD in 3 dage
(0 bedømmelser)

sir please find the pm omar faruk

$100 AUD in 7 dage
(0 bedømmelser)

I have the requisite experience and competence of Financial analysis and proposal / report writing of credit memorandums.

$100 AUD in 7 dage
(0 bedømmelser)

Hi, My name is Abdul Wahab, I am a member of ACCA (UK), and I would like to take this opportunity to express my interest in this assignment.

$30 AUD in 3 dage
(0 bedømmelser)