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7 pages/≈1925 words
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11 Sources
Level:
APA
Subject:
Accounting, Finance, SPSS
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Essay
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English (U.S.)
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# Investment & Portfolio analysis, individual report. Essay (Essay Sample)

Instructions:

The task was to do an individual report on portfolio analysis to give investment decision to a client. It was a student assignment.

source..
Content:

00TWI’ INVESTMENT ANALYISINDIVIDUAL REPORTINSTITUTION:STUDENT NAME:COURSE NAME:INSTRUCTOR NAMETWI’ INVESTMENT ANALYISINDIVIDUAL REPORTINSTITUTION:STUDENT NAME:COURSE NAME:INSTRUCTOR NAME
1 Prospective Analysis: Forecasting income statement
1 Key elements of income statements for the company for the next THREE financial years.
Key elements in the statement of cash flow for the Business as of 2020, 2021, and 2022, includes; sale growth rate, operating cost margin, and the amortization expense rate (TWE Annual Report, 2019).
Key Elements

Jun-20

Jun-21

Jun-22

Sales Growth

5.4%

5.4%

5.4%

Operating Cost Margin

75.4%

75.4%

75.4%

Amortization Expense

1.77%

1.77%

1.77%

The sales growth rate is the percentage of the difference in sales for two consecutive years. The operation cost margin is the percentage of the operation cost over sales revenue. The amortization expense rate is the percentage of the amortization expense over revenue. These three forecast key elements increase at 5.4% for sales growth, 75.4% for operating cost, and 1.77% for amortization expense for the next three years (Statista, 2020).
Key Ratios

Jun-20

Jun-21

Jun-22

...
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