Semester Presentation Outline

0 comments

– one of the docs you will see, I have done some research and came up with bullet points….

– Here’s the requirements for this presentation – ONLY RESPONDE/WORK ON SECTION 6 – NON OF THE OTHERS ARE NEEDED. (READ THE REQUIREMENTS ON THE BOTTOM FOR A BETTER UNDERSTANDING ON GRADING AND WHAT IS EXPECTED)

– I have attached all bloomberg templets, let me know if you need anything (but all what you need is there)

– I have attached a copy of the work that I have done so far to the outline and the powerpoint ( you are only asked to work on the outline and the powerpoint for questions #6.

– the outline that you will be working must have detailed info and explanation but delivered to the point no extra work needed.


Let me know if you have any questions

Semester Presentation Outline

In regards to your group semester presentation, the main question you will answer is:

1) Should Investors Buy or Short the stock?

2) What is the target price?

Required Items

1) Use at least 4 Bloomberg templates to make your cas

2) Company Analysis (i.e. SWOT analysis)

3a) Cash Flow Analysis (Top Down Assumptions)

– How does the recent US China trade issues affect you?

– What is the appropriate beta to consider? (1Y, 3Y, 5Y, etc.)

3b) Cash Flow Analysis (Bottom Up Assumptions)

– Projects, revenues, costs (similar to Table 19.1)

– Appropriate discount rate (cost of capital)

– Sensitivity analysis (cash flows and discount rates – main assumptions can be sales growth rates and market betas)

– Compare assumptions with analyst assumptions

4) Chart that shows historical price

– Show every bond issuance (with arrows)

– How does the stock price perform -3 to +3 days after debt issuance? (Relative to market)

– What is the rating? yield? How is the yield compared to the benchmark?

– What was the debt ratio at the time of issuance? (Table 18.1 comparison)

-5) Chart that shows insider selling (at least over past 2 years)

– Bloomberg or SEC documents

– Stock price reaction when market becomes informed of insider selling

6) Chart that shows merger activity

– Stock price reaction to merger announcement

– In comparison to market returns

What is Due:

1) Presentation in Class

2) Report also due in Class (10+) pages

3) 50% of the grade will be based on meeting the criteria (Did you do a thorough job on the requirements that indicates you did thorough due diligence?)

4) 50% of the grade will be based on “value added”

– What did I learn that is not common knowledge in the financial markets?”

– One person in the group may ask for peer evaluation to be part of the score

Let me know if you have any further questions

About the Author

Follow me


{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}