BNKF8001 FINANCE FOR MANAGER
Semester 1, 2024
ASSESSMENT 3: COMPANY ANNUAL REPORT CASE STUDY -
WRITTEN REPORT & PRESENTATION
INSTRUCTIONS
Assessment 3 has two parts: Part A: Written Report and Part B: Group Presentation.
The class will be divided into groups; each group must choose a company they will base their
case study. Please note that you only work in groups to analyse and present the analysis.
Each group member will have to submit their written report for marking.
Tasks to be undertaken: You are required to inform the Course Coordinator of the name of
the company your group has chosen to analyse by 11th March 2024. You are required to write
a case analysis report by analysing the annual report of the chosen company and its
competitors. The report should provide a summary of the company’s situation analysis by
undertaking a PESTEL Analysis, SWOT analysis, TWOS Analysis, financial ratio, cost of
capital analysis, and valuation of the company. The analysis should be done by comparing
the chosen company’s current annual report with the previous year’s annual report and the
competitor’s annual report. The main focus of this report is to state the problem statement and
identify product overview and financial highlights in the annual report using necessary
financial statements. Included in the analyses should be information about shares of the
company, information on profit and loss accounts (income statement), balance sheet as of
year-end, cash flow statement, and schedules of the financials for the coming years. Key
information on corporate governance needs to be included to determine whether the
independent directors' profile matches the company's performance. Finally, outline possible
risks/contingencies and an implementation plan for the coming financial year.
INSTRUCTIONS
PART A: Written Component – Case Analysis focusing on Company Annual Report
This group assignment will be an integrative study reviewing a company’s annual report. The
company to analyse will be chosen by each group and approved by the Course Coordinator and
will be assessed for the written report submitted as well as the presentation (see details below).
The group assignment should take the form of a report to management and will require you to
assume the role of a management consultant. As such you will identify the problem to be
solved, analyse the company’s financial position in a logical way, and propose courses of
action. You will need to finish off by outlining possible risks/contingencies and an
implementation plan for the next coming years.
See the marking rubric below that outlines specific areas of the report that you need to focus
on. At the end of the day, make sure you address the specific problems/solutions to your
chosen company/case study.
1|Page
BNKF8001 FINANCE FOR MANAGER
Semester 1, 2024
Requirements:
Your report will demonstrate both academic and professional standards. As a minimum
standard, you are expected to refer to and use selected business/financial theories and
models as conceptual frameworks (relevant to your discussion) and to cite appropriate
literature to support your arguments. A good starting point would be the lecture notes and
readings assigned to this subject including external references to secondary market
research data sources.
Research extensively and support your work with valid materials. Your depth of research
is further demonstrated by your use of in-text referencing which will support your
argument, and eliminates concerns regarding plagiarism, using the APA referencing style.
Use your prior education background as well as industry experience to add credibility to
your arguments. It is also important to support your own opinions with demonstrated
research (references of other people who also support your argument).
Information is expected to be gathered from a wide range of sources including Journals,
Industry reports, Business Magazines, Newspaper articles as well as company websites,
and company annual reports.
PART B: Presentation Component
Each group will be allocated 20 minutes to present the PPT slides and followed by 10 minute
Q&A segment. Similar to the written component above, you are expected to identify the key
issues/problems of the case and recommend a suitable course of action. Most importantly, you
need to support your arguments and recommendations with sound analysis and compelling
evidence (i.e., theories or tools). As is often the case in the real world, there is likely to be
more than one reasonable course of action and every decision comes with its risks and
rewards. You need to demonstrate that you are aware of the pros and cons of your
recommendation and why you believe that it is preferable to alternatives. See the marking
rubric for more details.
Upon the completion of the presentation, each member of the group is required to submit a
peer evaluation form to the Convenor. This is to ensure that all students make an equitable
contribution to all the sections of this group assessment task. Negative peer evaluation can
significantly impact your grade for this assessment task.
Submission Details:
The group assignment and accompanying slides are to be submitted to the Convenor as
follows:
1. The electronic version of the written report by each member needs to be submitted to
Turnitin for a plagiarism check by Friday 14th June 2024 @ 5 pm.
2. PowerPoint slides are to be emailed to the Course Convenor by Friday 14th June 2024
@ 5 pm.
2|Page
BNKF8001 FINANCE FOR MANAGER
Semester 1, 2024
3. A bounded version of the report and the accompanying PPT slides for the class
presentation are to be handed to the Convenor at the start of the class presentation.
NB: Each group member must have an individual written report and group PPTs. Every
member of the group is expected to present his/her part. In the event of unfortunate
circumstances (e.g., sickness) one group member or other group members must ensure that the
presentation goes ahead as per the initial schedule.
Word limit: The word limit of the assignment is 4000 words (not including the table of
contents, executive summary, and references). For the presentation, provide a maximum of 20
PPT slides.
Additional Notes on Report Submission
1. Each group member needs to provide an individual written report.
2. All submissions should be 1.5-spaced. Allow a minimum of 25mm (1”) on the left, right,
top, and bottom margins. All pages should be numbered. You can use either Arial or
Times New Roman type font size 12.
3. Do not use first-person language, e.g., “I” and “we” and avoid colloquialisms and clichés
in formal business reports.
4. All tables and figures need to be numbered and labelled and referred to as such in the
text before they appear in the report.
5. You should adopt the APA referencing style.
6. Rewrite your report until it is clear and interesting. The first draft never works. Proofread
to eliminate obvious errors.
Even better, ask someone else to proofread. Correctness and accuracy in spelling, grammar,
and punctuation are expected. Readers will think that small errors are due to a lack of care and
are generalisation of your analysis.
NOTE: Assignments that are submitted after the due date and time will attract a penalty of
10% of the total marks available per working day late, up to a maximum of five working days.
Assignments submitted after five working days will be graded with zero marks.
3|Page
BNKF8001 TRIMESTER 3 Company Annual Report Case Study – Individual Written Report
Marking Rubric - 40%
Student Names:_ Case: Grade Awarded:
Criteria Weight Mark Not Good Acceptable Very Good
CONTENT: 70%
1. Company Background and 10% Provides only limited external and internal Provides sound reasoning of both the internal Provides a clear overview of the company’s
Situation analysis analysis of the company. Unclear analysis and external analysis that is supported by some situation analysis. Key issues in the external and
and inadequate use of tools. theories and/or tools. internal environment have been identified.
Arguments and ideas are supported by
appropriate theories.
2. Linking situation analysis 5% Limited link with little to no analysis of where Provides link and use of at least some tools Provided clear link and use of tools (defined) for
to the type of industry the organisation is in terms of the industry (defined) that link analysis to type of industry The company being analysed. Superior analysis
Phase (PESTEL, SWOT) life cycle (intro, growth, maturity, or decline). phase. and
discussion and convincing use of tools.
3. Financial SWOT analysis 5% Some of the elements of the SWOT are The identified SWOT elements have some The SWOT elements have merit and are clearly
listed but not all issues have been identified. merit and have been derived from the situation emanating from the situation analysis. A
There is no link between the elements and analysis. Not all issues have been exhausted A comprehensive analysis has been undertaken
the situation analysis. but illustrate sound knowledge of major issues. and all the critical issues are identified.
4. Definition of 10% No clear definition of problems. One or two of the company’s substantial Two to three substantial problems faced by the
Problem Problems may not be stated in a single, problems are identified and stated in terms that company’s decision-makers are identified, and
Statements concise, complete sentences. Problem are actionable by the company’s leadership. stated in terms that are actionable by the
The definition was more of a brainstorming Some tool(s) were used to extrapolate the company’s leadership. Clear use of theory and
exercise and no tool was used. problems/opportunities. The tool users such as the TOWS matrix.
5. Evaluation of 20% Poor analyses of trends in revenue, (EBITDA), Inadequate analyses of trends in revenue, Good analyses of trends in revenue, (EBITDA),
Financial highlights profit after tax (PAT/Net income/loss) profit after tax (PAT/Net income/loss)
(EBITDA), profit after tax (PAT/Net income/loss)
from income (profit and loss) statement, from income (profit and loss) statement, from income (profit and loss) statement,
Shareholders’ equity, assets, debtors, and total Shareholders’ equity, assets, debtors, and total Shareholders’ equity, assets, debtors, and total debt
debt from the balance sheet. debt from the balance sheet. from the balance sheet.
6. Information on shares 5% Provides little or no information on historical Provides some information on historical Provides good information on historical
of the company performance of share price, share performance of share price, share performance of share price, share
holding pattern of the company, split of shares, holding pattern of the company, split of shares, holding pattern of the company, split of shares,
bonus shares distributed, etc. bonus shares distributed, etc. bonus shares distributed, etc.
7. Evaluation of notes to the 10% Provides little or no information on accounting Provides some information on accounting Provides good information on accounting
financial statements The policy followed by a company, depreciation The policy followed by a company, depreciation The policy followed by a company, depreciation
method, forex losses/gains, segmental method, forex losses/gains, segmental method, forex losses/gains, segmental
reporting, inventories, liabilities, leases, etc. reporting, inventories, liabilities, leases, etc. reporting, inventories, liabilities, leases, etc.
etc. etc. etc.
Criteria Weight Mark Not Good Acceptable Very Good
8. Recommended Course of 10% Brief statements are made about what needs Students demonstrate Students demonstrate a strong ability to articulate
Action to be done, but few specifics are provided, or the ability to articulate and defend analysis and and defend the analysis and recommendations.
recommendations include actions not recommendations. The student provides a Students provide a comprehensive course of
evaluated in previous sections. course of action: demonstrating the ability to action: demonstrating the ability to integrate
integrate concepts. concepts to provide detailed proposals forward to
solve the problem.
9. Implementation Plan and 10% Provided no timeline with no clear The timeline is adequate but responsibilities are The timeline and those responsible are identified
Contingencies responsibilities for action to be taken. not Identified, or responsibilities that are identified and detailed.
by the timeline are not adequate.
RESEARCH & SUPPORT
FOR CONTENT 10%
10. Effective literature search 5% Weak literature search. Few articles cited. Provides evidence of depth and breadth of Makes use of multiple research sources (at least
to produce a good Sources lack authority or are not current. research (at least 8 sources, at least 4 peer- 12 sources, at least 6 peer-reviewed articles) that
reference list reviewed articles). References are authoritative is current and reliable. Sources are academically
and current. sound and contemporary
11. Discussion is supported 5% Sources are not consistently cited within the In-text citations clearly show that arguments Quality sources have been well integrated into
by sources report. and explanations are based on reliable sources. the discussion through citations.
STYLE: 5%
12. Report format, Writing 3% The presentation of the report is The report is clearly and appropriately presented The report is very professionally presented with
Style, & Editing, and unprofessional. with an executive summary, title page, superior layout and font and heading styles, and
grammar Normal conventions of report format have appropriate heading styles, appropriate font makes excellent use of the conventions of report
not been followed. Casual/informal style, and use of bullet points, tables, and figures style. The language used and sentence
/personal language is used. Clichés are as appropriate. Vocabulary and sentence construction are sophisticated and very
used. Words or syntax are inappropriate construction is appropriate for a professional professional. Professionally edited with no easily
or report. Minimal spelling errors. Shows clear discernible errors in expression, spelling, or
13. Referencing Format 2% repetitive.
Quoted Little attention
material to grammar,
is not identified with evidencematerial
Quoted of editing.
is identified with quotation grammar.
Quoted material is identified with quotation marks
spelling,
quotationand expression.
marks and a page number. marks and a page number. Consistently uses and a page number. Correctly uses APA
Inconsistent or incorrect use of in-text APA referencing style for in-text citation and referencing for all in-text citations as well as
citations and APA referencing style. reference list. a reference list.
General comments from marker:
BNKF8001 Company Annual Report Case Study – Group Presentation
Marking Rubric - 10%
Student Names: Case: Grade Awarded:
Criteria Weight Not Not Good Acceptable Very Good
done
DELIVERY 40%
1. Quality of Visual Aids 5% Visual aids are limited and/or they are so poor they A limited range of visual aids is used that Strategic use of a variety of visual aids that
do not “aid” the presentation. effectively communicate to the audience and serve to enhance the presentation and
support the presenter’s key points. communicate clearly to the audience.
2. Professional Conduct 5% Engagement with distracting conduct (e.g., Professional conduct engaged so that the Exceptional delivery in terms of treating the
chewing gum, clicking pens, flicking hair, etc.) audience feels like the client and the class as the client. Directs all language,
and use of language not appropriate to a presenter giving a “pitch”. Language and mannerisms, responses, and discussions as
“business” setting. Presentation is treated as a mannerisms are appropriate and responsive. though from a marketer to a client.
classroom exercise only.
3. Eye Contact 5% Rarely maintains eye contact. Eye contact is largely maintained and spread Eye contact is constant and equally engages
among the class. all audience members.
4. Reading 5% Reads most of the talk from notes or slides. Refers to notes and slides, but largely talks in No reading occurs throughout the
Speaks in a “reading” voice. their “own” voice. presentation. A normal, and engaging,
speaking voice prevails.
5. Pace / Time Management 5% Presentation finishes too quickly or extends well The presentation is well-timed and finishes The presentation duration is 15-20 minutes
beyond the time limit. Constant reminders to close and reminders to “finish up” are not necessary.
“finish up” are ignored and the pace becomes to the time limit. Reminders to “finish up” are The pace is such that all main points are
uneven. few or absent and all points attract received in just the right amount of time.
appropriate coverage.
6. Clarity of Speech and 5% Cannot understand what the presenter is saying Most of what the presenter says is All aspects of the presenter’s speech are
Use of Pitch, Tone, (due to loudness and/or accent and/or mumbling). understandable (loud enough, with few clear and understandable. The expressiveness
Inflection A variation in pitch, tone, and inflection is largely accent/mumbling difficulties). Variation in of the presenter is present as excellent use of
absent. pitch, tone, and inflection is appropriate. tone and inflection is made.
7. Ability to generate 10% The presenter appears non-enthusiastic about The presenter seems reasonably enthusiastic The presenter is enthusiastic, interesting, and
excitement, be engaging their topic and presents in a flat-dull way. The about the topic and presents it in an thoroughly engages the audience.
audience remains largely unengaged throughout interesting way. The audience is somewhat
the presentation. or mostly engaged throughout the
presentation.
CONTENT & DISCUSSION 60%
8. Clear Purpose and Topic 15% The purpose of the presentation is unclear and the The purpose and topic are identified Considerable insight is revealed from the
Presentation The topic under consideration is not made apparent. appropriately. purpose and topic identification, which are
both very clear
Criteria Weight Not Unacceptable Acceptable Very Good
done D C+ B- B+ A- A+
9. Thorough Analysis of 15% Case analysis without any further evidence of Minimal evidence of additional research – Evidence of considerable additional research
Topic / Case additional academic or company research either academic or for the company both academic and for the company being
investigated.
10. Application of Theory to 15% Inadequate connections are made between the Links between the case or reflection and A high level of understanding of theory is
Case or Ethical case or ethical reflection and financial theory financial theory are made via the revealed by the application to the case or
Reflection (course content) which is thus not sufficiently appropriate application. reflection.
applied.
11. Answers the Question(s) 15% The requirement of the presentation (answering The question is answered and justified by the The question is answered clearly with a well-
OR Selects Appropriate the allocated case question OR selecting the most end of the presentation OR an justified argument OR an appropriate theory
Theory appropriate theory for “reflections”) is inadequately appropriate theory is selected and is selected and argued and justified as such.
achieved or established. justified.
General comments from marker:
