Individual Case Study

[B] Graphs - Share Prices and ASX 200 Index [2.5 marks * 3 graphs] +2.5 Presentation 10 marks...

Students are required to prepare their own graphs using Excel

Students should include at least 3 prices per week.

Graphs should have appropriate labels and scales.

Marks should be subtracted for graphs that are hard to read and interpret.

Table with share prices of each company and ASX 200 dates and value should be included

[subtract 2.5 marks if table with share prices and ASX 200 dates and values not included]

[C] Overview Of Share Performance / Trend of Share-market 25 marks...

[250 word maximum for each company and comparison with the ASX 200 = 500 words]

Description of the share price performance over the month

Description of the overall trend of the share-market

Comparison of share performance with the ASX 200

Evidence of research on the share price to be included in the appendix / bibliography

[at least one relevant article for each company - scanned and neatly presented]

Analysis of the evidence

[D] Calculation Of Gain / Loss On Portfolio 5 marks...

Calculations for each share should be clearly shown as well as a portfolio total.

[E] Recommendation On The Share Portfolio [50 words each company = 100 words] 5 marks...

Allocate up to 2.5 marks for a basic recommendation with some logical support

PART 3 - IDENTIFICATION OF KEY FINANCIAL DATA AND RATIO ANALYSIS... [ Total 35 Marks ]