My team slide deck content structure. (I need to do parts f and g)
a) 1 page: Cover page
b) 1 page: Panelist introduction/photo (not required)
c) Macroeconomic analysis —– summary of the current economic situation in 5 countries/regions & prediction of future economic performance
d) Industry analysis—– forecast of industry performance in each country/region
e) Stock selection —– for each country under different industries (criteria basis, determination of weighting ratio)
f) Data presentation: data selection, backed models/theories, model selection, results presentation
g) Risk management, risk tips
Background
Since the beginning of the year, there has been a rally in equity prices and stock market indices across the world. As of 16 February 2023, the S&P 500 has gone up by 7.63% whereas the ASX 200 by 4.45% and the DAX by 11.37%, to cite a few.
These recent gains partially offset the losses observed during 2022 when equity markets were negatively impacted by central banks across the world engaging in quantitative tightening and raising interest rates to curb inflation. Investors are closely following developments in financial markets and real economies in a variety of jurisdictions (e.g., China opening up after Covid) towards adjusting their investment portfolios from strategic and tactical perspectives.
Task
In this context, your team is tasked to invest an initial capital of AUD 20 million in stocks from 5 different jurisdictions: Australia, Brazil, Hong Kong, Europe, and the United States. In particular, your team will have to choose the asset allocation (% of the initial capital that will be invested in each jurisdiction) and specific stocks that combined will form an active portfolio aiming to offer superior performance relative to a global equity index that will be informed to the groups.
The investment horizon is 1 year (i.e., we are interested in stocks with the potential to deliver outstanding performance within this time frame) and the team will have the opportunity to rebalance the original portfolio before a final recommendation is made to investors. Importantly, the potential to superior performance will need to be considered in light of the risk entailed by the portfolio suggested.
Factors Impacting the Investment Portfolio
The asset allocation decision will need to consider the outlook for equity investments across different jurisdictions, both in absolute and relative terms. To that end, the group will need to engage in a macroeconomic analysis shedding light on the outlook for the economies in each of the five jurisdictions. In particular, special attention should be given to factors affecting stock prices such as fiscal and monetary policies (particularly so in inflationary environments like now and the stage of the business cycle the economies are in or about to enter (for example, the possibility of a recession or else high growth lead by an increase in commodity prices if that’s something the specific jurisdiction being analyzed relies on).
As for stock selection, an industry analysis will be required according to which the group shall first discern the sectors better positioned to deliver superior performance (vis a vis the economic outlook considered and, therefore, based on the macroeconomic analysis conducted) and then determine the stocks within those sectors with the best prospects to generate the envisaged performance.
Category: Finance
Learning Outcomes (LO)
On successful completion of this assignment, you will be able to:
1. Identify and critically analyse principles and trends in performance
measurement and control.
2. Determine the different budgeting techniques and critically
evaluate their use in short term decision making.
3. Analyse the current approach to performance measurement and
control in a selected global organisation and critically appraise
suggestions for improvement of current practices.
4. Critically appraise the application of performance criteria in not
for profit and public sector organisations.
Grading Criteria: Postgraduate Grading Criteria
Referencing style: Harvard Referencing
Your Task
Cat’s Habitat is a cat rehoming shelter where stray cats can find new
homes. This organization is a non-profit that has been in operation for five
years. Cat’s Habitat has seen an increase in the cost of food, toys, and
other operating expenses over the last three years. As a result, the shelter
has had to try to reduce the costs associated with its operations, which it
has done by reducing the number of paid employees who work within
each shelter. This has resulted in a reduction in the number of hours the
shelter can be open each day. In addition to reducing the number of paid
employees, the shelter has begun to charge individuals who wish to visit
the shelter an admission fee. The shelter is able to cover some of its costs
by charging an admission fee, such as food and toys for the cats. The
shelter also charges an adoption fee for each pet that is adopted, and it
sells cat food and accessories. The company’s financial results for the last
three years are shown below. Cat’s Habitat operates in a country with an
annual inflation rate of around 4%.
Cat’s Habitat Financial Results 2020-2022 (in £) (See attached)
Required:
Question
Cat’s Habitat has hired you as a performance management consultant.
You have been asked to write a report on the business’s performance for
Cat’s Habitat’s management. You should include the following in your
report:
a. An evaluation of Cat’s Habitat’s financial performance using the
information provided above, as well as how the current financial
performance may impact the business in the short term. (LO2, LO3) – 40
marks (Attention please concentrate on the 2nd part of the question about 375 Words)
c. An examination of the principles and trends in performance
measurement used by other non-profit organizations around the world.
Give examples of how these practices might improve performance at Cat’s
Habitat. (LO1, LO3) – 30 marks (Attention about 4 pages)
All answers must be referenced where possible with enough sources thank you.
Financial Performance in For-Profit Healthcare
Tenet Healthcare and HCA Holdings Inc. are major competitors in the for-profit healthcare industry. Visit the Web sites below to review the financial statements for each organization.
Yahoo Finance. (n.d.a). Tenet Healthcare Corporation (THC). https://finance.yahoo.com/quote/thc
Yahoo Finance. (n.d.b). HCA Healthcare, Inc. (HCA). https://finance.yahoo.com/quote/HCA
Study the financials and record the TOTAL REVENUE for the previous three years for each company. Create a bar graph comparing the annual revenue for THC and HCA. Write a 2 paragraph explanation of visible trends and anticipated future performance in for-profit healthcare based on the data reviewed.
Hello,
I uploaded the slides.
Please answer the questions on the last slide.
Let me know if you have any questions please.
Thanks! 🙂
The Affordable Care Act (ACA) has made a huge impact on healthcare delivery system and especially in regard to financial management of healthcare organizations and delivery of high quality healthcare services.
The timeline for implementation of the Affordable Care Act will continue through 2020.
Please review:
Affordable Health California. (2021). Timeline: Affordable Care Act. https://affordablehealthca.com/timeline-obamacare/
Locate 3–4 updates (past, present, or future) on the timeline that are related to healthcare finance. Discuss these changes or initiatives and include thoughts on how they have and will continue to impact healthcare finance.
-The data set requires “cleaning” before we can undergo any analysis. Find a way to identify outliers within the data set on the basis of price per sqm (taking into consideration each district and year of transaction).
-Analyse pricing trends among different years and districts. Analysis points which will need to be included in the analysis are price as a rate/sqm, average transacted price (SAR), average transacted area, and number of transactions. This analysis should be done for the data set excluding outliers from step 1.
-Provide analysis in tables and visually in graphs which you see fit to showcase the output of your analysis.
-Form an opinion about the data set and (in a few bullet points) describe the output of your analysis – a brief PPT presentation is recommended.
Discuss the theoretical models of financial management
Apply theoretical understanding to practical problems
Evaluate financial decisions made by company management
Formulate practical solutions to real-life business problems
Manipulate financial information to achieve various results
Solve problems related to the analysis of financial information
Use information technology to summarise, manipulate and present financial information. Discuss the theoretical models of financial management
Apply theoretical understanding to practical problems
Evaluate financial decisions made by company management
Formulate practical solutions to real-life business problems
Manipulate financial information to achieve various results
Solve problems related to the analysis of financial information
Use information technology to summarise, manipulate and present financial information.
The main body of the report must be between 2-3 pages, single-spaced. The main body should comprise the following:
Introduction/Background information – include relevant facts and issues that Netflix faces including its competition (I am definitely expecting to see a discussion of Disney +, Hulu, HBO, and/or others in the India Market). Then, specific to Netflix, please describe its corporate culture (see Culture Deck). Also, please elaborate on how Netflix has been able to grow and become so successful.
Financial Analyses –
1.Forecast the future cash flow of Netflix (2023-2027) (See Netflix Free Cash Flow Projection.xlsx document attached )
2.Project forward both International & Domestic subscribers (2020-2025) (Use N annual subs tab of Netflix data supplement.xlsx document attached ) Either use the excel forecasting tool or calculate the growth rate and forecast it 5 years forward.
3.Create a Breakeven analysis for Netflix’s India market and summarize what it means (See BreakEvenAnalysis tab of Netflix data supplement.xlsx see same document attached)
4.Discuss how Netflix may be better to fund growth. To date, Netflix has relied heavily on debt to fund its investment in content, but is that sustainable? Could competitors use their vastly superior financial resources to “outlast” Netflix in the Subscription Video On Demand (SVOD) wars? There’s really 4 options here. These are outlined in the Netflix Case Slides.pptx Option 1 grow subscribers without increasing costs; Option 2 raise prices; Option 3 cut operating fixed costs of the business; Option 4 abandon the India market or try to acquire/merge with a company who is already beyond breakeven in that market. Whatever your answer is… please elaborate.
Recommendation/Solution – Using the information you’ve collected from the previous sections, please answer the following questions:
Which elements of its strategy should Netflix stick to and which should it be willing to change to grow in India?
Should Netflix reconsider its premium pricing approach in the country to attract cost-conscious consumers?
Should Netflix continue to operate in the Indian market alone, as it had in all other countries, or work with a local partner? Historically Netflix had avoided large acquisitions, but buying or merging with a local player might accelerate its growth in the Indian market.*Note for this section there are not necessarily correct answers, please just provide support for your claims.
Figures and tables could be placed in an appendix at the end of the paper but preferably incorporated in the body where appropriate. All figures and tables must be numbered, and all pages. Including pages with figures and tables, must be numbered.
Resources that may help you:
Netflix Culture Desck
In this problem, you would do group number 5 Risk and Return.
1.You would create the spreadsheet and input the information given below. Next, calculate returns
for each stock and the market index. All three stocks never pay dividends. Compute both mean and standard deviation of returns for all three stocks and the market index.
2. Compute beta coefficients for all three stocks and report their respective regression
summary output. Next, calculate your portfolio’s annual return and beta.
3. If the risk-free rate, Rf, and the expected return on the market index, E(Rm), for 2022 will be 2 percent and 10 percent, respectively, what is your portfolio’s required rate of return according to the CAPM?I will include
This is just a basic of what is needed, however, i will include screenshots of the paper. Everything has to be done on the excel provided.
You are the CEO of Partido Switch Plc, which is a multinational corporation, incorporated in the US but invests in many emerging countries including Brazil. Brazil used to have a fixed exchange regime regarding its currency (Before the year 1999). However, Brazil moved to adopt a free float exchange rate regime as from January 1999.
Discuss the motives of Brazil’s move and its implications on the country’s economy after the change (60%).
What strategy should you employ in order to manage the exchange rate exposure resulting from the change in the currency regime? (40%)