Category: Investing and Financial markets

Scenario:
Role: Trainee valuer for a UK surveying firm.
Client: Tenant of a brick workshop on a small mixed light industrial and office estate.
Task: Negotiate lease surrender with the landlord.
Property Details: Nearing end of useful life, currently leased for a second-hand car showroom and maintenance garage.
Lease Terms: 10-year FRI lease, 3 years unexpired, rent £120,000 per annum, no further rent reviews.
Landlord’s Offer: £10,000 for lease surrender and vacating the property.
Development Potential: Landlord plans to build a data center, with detailed costs and sale value provided.
Tasks:
Discussion on RICS Terms of Engagement (500 words):
Identification and status of valuer.
Nature and extent of valuer’s work.
Development Value and Synergistic Value Calculation (500 words):
Valuation assuming no contamination.
Contamination Discussion (1,000 words):
Potential hydrocarbon contamination from a decommissioned fuel pump.
Evaluation of Lease Surrender Offer (1,000 words):
Assess cost and benefits, options for the tenant, and recommendations for the alternative premises lease terms.

Company analysis
Below are the things you can think about and include in your strategy report.
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You are welcome to add other factors that are not displayed here to your report.
COMPANY NAME
Industry: XXX
Recommendation: Buy/Hold/Sell
Current Price: $XXX
Target Price: $XXX
Company Overview
Step i: choosing a company
❖ What company do I have a unique knowledge on?
❖ What is a product that I can’t live without?
❖ Stock screening method
✓ Growth investor: EPS growth>20%
✓ Value investor:P/E<10X, and P/B<1X Step ii: company overview ❖ what does the company do? how does the company make money? what is the business model? ❖ key statistics Valuation related: ✓ market cap = price x # of shares ✓ P/E ratio P/B ration ROE.... ✓ dividend yield = dividend per share / price ✓ Free cash flow yield = FCF per share / price Company basic info related: ✓ sales by product, by geography ✓ market position ✓ shareholders Investment Thesis What is investment Thesis - Thebasicguidingprinciplesaninvestorestablishestojustify: ❖ Why he owns the company ❖ What he expects to happen ❖ What he sees that the market does not give the company credit for Key questions: ❖ Why this stock is a good investment? ❖ What do i see that the market doesn’t? ❖ why the company will last? ❖ what is making this company grow? ❖ .... Industry Analysis Key things to consider: ❖ Business cycle ❖ Industry performance by business cycle phase ❖ Industry growth rate Macro/Micro Trend Pretty much anything as long as it affects the broader market. For example: ❖ where the economy is headed ❖ interest rate ❖ political influences ❖ industrial chain ❖ .... Competitive Positioning Part i: what is the market share? Part ii: economic moat types: ❖ brand ❖ low cost ❖ distribution ❖ network effect ❖ high switching cost ❖ .... Part iii: porters 5 forces ❖ customers power ❖ suppliers power ❖ barriers to entry ❖ threats of substitutes ❖ competitive rivalry Revenue Drivers What are the main drivers behind the company’s revenue growth? For example: ❖ Emerging Markets ❖ Pricing Power ❖ New Products ❖ .... ❖ Any other factors that you can think of and that make sense Financial Analysis What are the financial statements and key forecasts for the company like? Think you may discuss: ❖ Profitability ❖ Growth ❖ Liquidity ❖ You may also attach the snapshot of certain financial statements or statistics in the report Valuation Valuation is about finding the intrinsic value of the company. Method i: relative valuation method ❖ rule of thumb: expected EPS x P/E ratio = target price ❖ also works with other ratios: P/B, EBITDA, free cash flow yield… ❖ pros: straightforward ❖ cons: shortsighted, can forecast at most 3 or 5 years Method ii: discounted cash flows (DCF) method ❖ discount rate: cost of capital; or rate of return ❖ pros: can forecast many more years into the future ❖ cons: complicated with a lot of assumptions Investment Risks What are the main investment risks for the company? Two main categories to consider: Risk sector: ❖ relevant: the risk is relevant to the company and the business ❖ thoughtful: consider industry peers ❖ manageable: worst cast scenario and how to rectify Catalyst sector: ❖ a specific thing ❖ a short-term event ❖ that could boost the stock to rise Rule of thumb: anticipate the risks and have an answer to them! Management & Governance Make a comment on the company’s management, and identify is the company is led by the right person, and if the management’s interest is aligned with shareholders. Conclusion & Appendices Conclusion ❖ current price ❖ target price ❖ implied upside in terms of percentage Appendices: ❖ it’s good to go over some of the appendices ❖ show where you got your number from, such as income statement, balance sheet and cash flow statement

ON THE DAY ASSESMENT ON THE 17/05/2024 AT 10:00 UK TIME. I WILL SEND YOU THE PAPER AT 10:00 AND YOU ANSWER 3 QUESTIONS 1000 WORD COUNT EACH AND SEND IT BACK TO ME AFTER 4 HOURS. THE EXAM IS BASED ON: 
investment portfolio activities, and how your investment operated, how you evaluate the repercussions on investment strategies, and apply fundamental and technical analysis, use of ESG information, The Efficient Market Hypothesis (EMH), any apply theocratical investment portfolio evaluations by calculate level of risk and use CAPM model.   
PLEASE HAVE A LOOK AT THE ZIP FOLDER FOR MORE INFORMATION OR CONTECT ME THANK YOU

Case write-up: Pick a current topic related to financial markets that is of interest
to you. Provide an overview of the topic including institutional details and a
summary of existing research. Identify one research question that would be
interesting to study and provide a structure on how you think you would address
the question (what type of analysis, source of data etc.) . Analysis using data will be
evaluated favorably. The paper shall not exceed 15 pages double spaced
(excluding tables and exhibits). Grading will be based on elements such as the
novelty of the research question, quality of the literature review, persuasiveness of
argument, and presentation – although these elements are not equally weighted.
Examples of topics and research questions (DO NOT USE THESE AND COME UP WITH YOUR OWN TOPICS AND RESEARCH QUESTION) 
1. AI and InvestingL Use case for AI in investing. How will AI actually affect productivity and who are likely to be the winners and losers in the space.
2. ETFs: Are ETF returns purely an aggregation of the returns of the underlying consitutents or do ETFs drive the return of their consitutents? Effect of ETFs on financial markets
3. Power of WallStreetBets and Robinhood: What are the necessary and sufficient conditions for retail investors to create a run-up in stocks? what re the limits to their powers? Why are short sellers unable to correct inefficients? Suggest regulatory changes that could help improve efficiency. Is there a winsdom in cowed efftects
4. ESG investing: What is ESG investing? are there tradeoffs between ESG investing a stock returns? Shareholder vs. Stakeholder value
5. Crypto and Biotcoin: What is the intersic value of cryptocurrency? can they exist as a medium of exchange and what modifications will be needed
6. Inflation and interest rates: What is the effect of inflation and interest rates on equity makrets? Do they affect all firms the same? Role of equity duration.

please check my uploaded assignment instructions rubrics and guidelines read. then check my uploaded written assignment. please check fix rearrange re write where needed. please check to make sure all information is correct and true and fits the requirements.

Each student will be given a short stock report prepared by a professional stock research provider and other data sources. You should prepare and deliver a presentation based on these reports and your own analysis using the databases for  rio tinto company ltd. Your own analysis will be valuable and insightful. You are expected to start to prepare your slides and presentation as early as possible, i
The idea is that this is your own stock report and related data sources, and you are presenting it to investors. Your aim is to convincing investors to follow your investment recommendation (BUY, SELL, HOLD, etc.). You are required to use additional materials (check the recommended databases) outside the report to enhance the content of the presentation. You are expected to discuss some of the financials (such as data and ratios) and valuation, as well as some non-financial (such as business strategies) in your presentation as well as the industry. 

my market is single family homes in Houston Texas
Write up a “forecast” on the developer you chose for your market reports. Look for future developments, news, partnerships, or any content that relates to the developer.
i added my other market reports as a reference.

Hello, so for the assignment I will share a word document it includes everything you need to know please go over it step by step and include everything. I have already chosen my company from Qatar stock exchange and the company is QNB and for my competitive comoany is Doha bank I have downloaded the financial analysis for that the income statement, balance sheet, cash flow and 2 ratios. For the assignment you need to do the 4 types of ratios to calculate which are: 1)profitability ratios 2) liquidity ratios 3) solvency ratios 4) investment ratios You will need to upload a word document report worth 2000 words and an excel sheet where the calculations are and graphs then you can upload the graphs on to word but I need both word and excel documents. Please avoid plagiarism Add table of content please and reference page (this is not included with the word count) As you can see on the word document there’s 5 steps include all please and don’t forget the ratios. The information on the assigment is under the document “AF4037- ASSESSMENT REPORT”
I have uploaded 2 examples of students work last year under the name “exemplary report 1 and 2” please look at it so you have kind of an idea how it should be.
I have also uploaded ooredoo excel sheet and Doha bank excel sheet, in these documents i got the financial statements from bloomberg please for the graphs and ratios do it all on the excel and then submit the excel sheets and word documents but for the graphs posts them on the word document and when theres a comparsion between both companies paste the graphs next to each other to show the comparsion
//one of my friends the tutor gave her a feedback for introduction she said:
Introduction:
Consider providing more information on the company profile (Workshop week -1), such as: location, year established, year listed, size, its market/audience, management, etc… [see Instruction (1) on “Assessment Brief”]
Suggest you add a short paragraph after introducing the company, on what is the purpose of the report. Also, you could mention who you will compare with.
Analysis:
In your ratio analysis, the 10 year analysis doesn’t clearly come across, other than on the graph. Furthermore, the possible reason or cause for any changes/differences in the results, need to be mentioned, as it is part of the analysis. See the Example Reports on blackboard, they may guide you on this.
Just a note, in your analysis, bear in mind the size of the companies. Your selected company is much larger than its peer company. And in cases where size could have an effect on the reason for certain performance, you could mention the possibility that the difference in size could have on it.//

High school students need to know about financial literacy because it helps them get ready for making choices about money as an adult; therefore financial education among teenagers forms the basis of their financial stability in the long run.
First of all, financial literacy is teaching students all they need to make good decisions with their money. What this means is that students should have a full understanding of different things like budgets, funds, investments and debts management so that when it comes to real life situations about finance then they can be well equipped thereby avoiding debts or even being involved in bad deals that may cost them a lot.
Also, financial education creates among students from an early age the consciousness of being financially responsible. The worth of money is one key thing taught by this program besides encouraging wise planning on how one can use limited resources available; little spending should thus become part of someone’s character if at all they want security when things become tough economically.
Moreover, given the fact that today people are exposed to various financial products and services whose terms are very complex; we need such kind of knowledge to protect us against frauds which we might not be aware of them. In other words while at school one will be taught how to scrutinize any given financial proposal until you get what it entails or if there is any hidden agenda behind its offer so that eventually nobody takes advantage over our property hence making sure we do not invest in something bound fail
In addition, it enables students take part in economic activities thereby improving their living standards through acquisition wealth creation skills This implies that even those learners who come from poor backgrounds can also have opportunity equalize themselves with others who are economically advantaged hence uplifting general welfare of different people while at the same time contributing positively towards national development.
To sum up the matter under discussion; it should be emphasized once again that financial literacy for high school students is very important because enables them make informed decisions about money matters; nurtures saving culture among young people besides protecting against exploitation in financial sector but also boosting economic participation and empowerment as well.

I have to describe the balance sheet, income statement, and financial ratios of twelve different companies and give my opinion on their financial viability. There are excel sheets and charts that need interpreting. Part of the paper is written. I just need someone to finish it.