TUNKU ABDUL RAHMAN UNIVERSITY COLLEGE

FACULTY OF ACCOUNTANCY, FINANCE & BUSINESS

BBMF 2063
INVESTMENT AND FINANCIAL ANALYSIS

COURSEWORK 1- ASSIGNMENT (GROUP & INDIVDUAL)

ACADEMIC YEAR : 2018 /2019 (Semester – October 2018)

Programme : RBF, RFI, REC
Lecturer : MS. Wendy Tee
Hand out date : Week 4
Submission date : Week 10

Introduction
Coursework 1 is divided into two sections – Section A for Group Assignment and Section B
for Individual Assignment.

Assume you and your team members are working in the investment department of Asia Assets
Sdn Bhd, an investment management company. Your company is considering making an
investment based on any 3 companies by buying its shares through Bursa Malaysia.

Instructions for Section A – Group Assignment (4-5 persons to a group):

You are required to choose any 3 companies listed in Bursa Malaysia. Download data
from www.finance.yahoo.com to solve following tasks:

a) Describe the background of the companies from annual report. (History, top
management, business nature, business performance, profit etc)

b) Download the monthly stock price for the all selected companies, together with
KLCI index for the last 10 years (2009- 2018). For each company, calculate the
average yearly rate of return, standard deviation and beta over the period. (Refers
to appendix for instruction, the soft copy of the appendix will distribute during the
lecture)
 c) Form a two securities portfolio with the chosen companies. Calculate the portfolio
return and portfolio risk for the portfolio. Assume you invest equally to both
stocks (For instance: Stock A & Stock B, Stock A & Stock C, Stock C & Stock B).
Refers to Appendix for correlation calculation).

d) Briefly summarize the overall results at the end of each analysis.

.
Instructions for Section B (Individual Assignment – each group member working alone):

You are required to critically examine your group assignment report and: -

i) Based on the above analysis [section (b) and (c) ], discuss and comment what will be the
forecasted future shares price movement and overall financial performance for the three
(3) companies in future one year. (with appropriate supporting facts and figures).

ii) Give your own recommendation to Asia Assets Sdn Bhd which portfolio selection of
the two companies should be selected for their investment. Provide your reason(s) to
support your view. Your recommendation should be based on the analysis done in
sections (b) and (c) above.

Important Notes to Students (applicable to both Sections A & B)

1) The length of your group assignment should not exceed 2,000 words. The word count for
the individual assignment should not exceed 600 words. Variation (either way) must not
exceed 10% from the required number of words. Word count (based on Microsoft Word)
must be stated at the end of the group report and at the end of each member’s individual
assignment. Students are not to use Wikipedia and Investopedia for these assignments. Your
IFA tutor may consider deduction of 1 mark each for non-compliance of the above.

2) For the group assignment, students are required to group themselves into teams of 5-6
persons for their assignment. Each team is required to submit a type-written list of the team
members and 3 company chosen to their IFA tutor by the end of Week 3.

3) The coursework should be type-written using Times New Roman font (size 12) with line
spacing of 1.5.
4) Students are to submit a Group Member Appraisal form to ensure total participation of each
member (one form per group member). 10 marks will be deducted for individual
participation of less than 50% and 20 marks for 0% participation.

5) If any part of these assignments is taken from other sources, this must be properly referenced
in the assignments using Harvard referencing, otherwise it will be considered plagiarism
which will be severely dealt with. The similarity index of the Turnitin report must be less
than 15%. A plagiarism statement must be signed by all group members.

6) You MUST submit your coursework during your respective IFA tutorial class in Week 10.
Marks will be deducted for late submission (in accordance with the College’s current
policy). No coursework will be accepted after 7 calendar days from submission date.

7) Calculations of financial ratios should be attached to the Appendices section together with
statements of financial position and statements of profit and loss of the selected company. Do
not attach the entire annual report(s).

8) The report should be arranged according to the following sequence:

 Cover page
 Coursework feedback form
 Assessment criteria (group and individuals)
 Group member appraisal forms
 Plagiarism statement
 Turnitin report (only the first page)
 I - Group Assignment
 II – Individual Assignments (one from each member of the group)

- Student’s name to be stated on the top left-hand corner of the first page

 References (combined for both group and individual assignments)

 Appendices
ASSESSMENT CRITERIA FOR COURSEWORK 1 (IFA)

MARKING CRITERIA Maximum Marks Remarks

Marks Allocated
PART I: GROUP EFFORT
1. Background of three (3) 15
companies
2. Correct calculation for the 40
following:

- Yearly rate of return

- Standard deviation
- Portfolio risk & return

3. Beta
4. Overall presentation and 5
quality of work
5. Group contribution (Based 5
on Group Member
Appraisal Form)
SUB-TOTAL 65
PART II: INDIVIDUAL
EFFORT
6. Discuss and comment 15
future forecasted shares
price performance for the
three (3)companies

7. Analysis and 20
 recommendation on
portfolio selection of the
two companies

Name of Students:
i.
ii.
iii.
iv.
v.
vi.

SUB-TOTAL 35

TOTAL MARKS AWARDED

(COMBINED GROUP &
INDIVDUAL MARKS)

Name of Students:
i.
ii.
iii.
iv.
v.
vi

TOTAL 100

(IFA Coursework 1)
 APPENDIX 3 (Rev. 3)

FACULTY OF ACCOUNTANCY, FINANCE AND BUSINESS

COURSEWORK FEEDBACK FORM FOR WRITTEN REPORT
COURSE CODE/ COURSE TITLE: ABMF2013 Fundamentals of Finance
NAME OF STUDENT(s): ID No:
1)
2)
3)
4)
5)
6)
PROGRAMME:
YEAR OF STUDY: ACADEMIC YEAR:
SEMESTER:
GROUP NO:
COURSEWORK NO: 1 NATURE OF COURSEWORK: MARKS ALLOCATED (/100):
Group and individual 1)
assignment 2)
3)
4)
5)
6)

COMMENTS:
Student’s Date: Lecturer’s/Tutor’s Date:
Acknowledgement: Signature:

Part I : Group Efforts Marks Marks

Allocated Obtained
1. Background of the company (Introduction) 15

LO1: Able to perform a comprehensive background Marks

study of the company awarded
Poor Modest Average Good Excellent
0-3 3-6 6-9 9-12 13-15
Comment: Marker please tick ONE

 Students unable to perform a comprehensive background

study of the company

 Students able to perform a comprehensive background study

of the company with major mistakes

 Students able to perform a comprehensive background study

of the company with noticeable mistakes.

 Students able to perform a comprehensive background study

of the company with minor mistakes.

 Students able to perform a comprehensive background study

of the company with no mistake.

2. Content 40

LOC2 Able to comprehend the concepts and Marks

calculation of portfolio risk and return awarded
 Poor Modest Average Good Excellent
0-8 9-16 17-24 25-32 33-40
Comment: Marker please tick ONE

 Students unable to comprehend the concepts and

calculation of portfolio risk and return

 Students able to comprehend the concepts and

calculation of portfolio risk and return with major
mistakes

 Students able to comprehend the concepts and

calculation of portfolio risk and return with noticeable
mistakes

 Students able to comprehend the concepts and

calculation of portfolio risk and return with minor
mistakes

 Students able to comprehend the concepts and

calculation of portfolio risk and return with no mistake

5
3.Overall presentation and quality of work
Poor Modest Average Good Excellent Marks
awarded
0-1 2 3 4 5
Comment (if any):
 5
4.Group contribution (Based on Group Member Appraisal
Form)
Poor Modest Average Good Excellent Marks
awarded

0-1 2 3 4 5
Comment (If any):

Sub Total 65%

Part II : Individual Efforts
5.Able to discuss and comment future forecasted shares Marks 15%
price performance for the three (3)companies awarded
Poor Modest Average Good Excellent
0-3 4-6 7-9 10-12 13-15
Comment: Marker please tick ONE

 Students unable to discuss and comment future forecasted

shares price performance for the three (3)companies

 Students able to discuss and comment future forecasted

shares price performance for the three (3)companies with
major mistakes

 Students able to discuss and comment future forecasted

shares price performance for the three (3)companies with
noticeable mistakes.

 Students able to discuss and comment future forecasted

shares price performance for the three (3)companies with
minor mistakes.

 Students able to discuss and comment future forecasted

shares price performance for the three (3)companies with
no mistake.

6. Analysis and recommendation on portfolio selection Marks 20%

 of the two companies awarded

Poor Modest Average Good Excellent

0-4 5-8 9-12 13-16 17-20
Comment: Marker please tick ONE

 Students unable to analysis and recommendation on

portfolio selection of the two companies

 Students able to analysis and recommendation on portfolio

selection of the two companies with major mistakes

 Students able to analysis and recommendation on portfolio

selection of the two companies with noticeable mistakes.

 Students able to analysis and recommendation on portfolio

selection of the two companies with minor mistakes

 Students able to analysis and recommendation on portfolio

selection of the two companies with no mistakes.

Note: This form must be submitted together with the assessment

criteria and Turnitin report for the assignment.

Group Member Appraisal Form for Coursework

The basis of this evaluation is your group member’s commitment to completing the
assignment and to their regard for other members of the group. It should be based on the
contribution given by each member and his or her involvement in this assignment.
Group members will be appraised using the following basis:
100%  Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the
majority of group members were happy with.
 Group member contributed to group discussion.
 Group member always offered to help or volunteered for tasks.
 Group member had assigned tasks completed on time.
50%  Group member missed group meetings without making alternative
arrangements with other group members.
 Group member assigned tasks were only partly completed or poorly
completed.
 Group member did not contribute to the group effort or volunteered for
tasks.
0%  Group member attended few meetings and made no contribution to the
assignment,

Name of student: _______________________________________

Instructions:
Place the name of each of the members in your group in the space provided below.
Appraise each of the members in your group by circling one of the totals shown below
i.e. 100%, 50% or 0%.
Name of Group Member Assessment

1. 100% 50% 0%
2 100% 50% 0%
3 100% 50% 0%
4 100% 50% 0%
5 100% 50% 0%
6 100% 50% 0%

Note:
Failure to submit a Group Member Appraisal Form will result in a ZERO appraisal being
recorded against your name.

KOLEJ UNIVERSITI TUNKU ABDUL RAHMAN

FACULTY OF ACCOUNTING, FINANCE AND BUSINESS

Plagiarism Statement

Read, complete and sign this statement to be submitted with your written work.

We confirm that this submitted works for Coursework 1 (IFA) are all our own work
and are in our own words.

Name (Block Capital) Registration. No.

Signature

1. ……………………………… …………………………… ……...……………

2. ……………………………… …………………………… ……...……………

3. ……………………………… …………………………… ……...……………

4. ……………………………… …………………………… ……...……………

5. ……………………………… …………………………… ……...……………

6. ……………………………… …………………………… ……...……………

Course: BBMF 2063 Investment and Financial Analysis

Tutorial Group Number: ………………………………………………

Date: ………………………………………………