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Outline For Financial Statement - Shell (Group 3)

The document outlines a group project to analyze the annual financial statements of Shell Petroleum Corporation for 2020, 2019, and 2018. The analysis will include a common-size analysis, activity ratios, operating cycle calculations, liquidity ratios, solvency ratios, and profitability ratios. It will also include a historical behavior analysis, industry analysis comparing Shell to MCDO Corporation, and recommendations based on the financial findings. The group is divided into members responsible for different sections of the analysis and report.

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Kyle Yuri
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52 views

Outline For Financial Statement - Shell (Group 3)

The document outlines a group project to analyze the annual financial statements of Shell Petroleum Corporation for 2020, 2019, and 2018. The analysis will include a common-size analysis, activity ratios, operating cycle calculations, liquidity ratios, solvency ratios, and profitability ratios. It will also include a historical behavior analysis, industry analysis comparing Shell to MCDO Corporation, and recommendations based on the financial findings. The group is divided into members responsible for different sections of the analysis and report.

Uploaded by

Kyle Yuri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Group 3: Shell Petroleum Corporation

Gomez
Moreno
Tuling
Bragais
Pare
Cañete
Cunanan
Sierra

Outline of Financial Statement


3 Annuals Years Of Shell Petroleum Corporation (2020, 2019, 2018)

I. EXECUTIVE SUMMARY [Cunanan, Canete]


➢ Available on Internet (Rephrase or Paraphrase)

II. INTRODUCTION
A. Background and History of Shell PetroleumCorporation [Gomez, Pare]
➢ Available on Internet (Rephrase or Paraphrase)
B. Ownership Structure [Bragais, Tuling]
➢ Available on the Internet (Create Own Organizational Structure)
C. Board of Directors and Management [Sierra, Moreno]
Board of directors
Min Yih Tan Lydia B. Echauz
Chairman of the board Independent Director

Cesar A. Buenaventura
Independent Director
Fernando Zobel de Ayala

DIRECTOR
Mona Lisa Bautista de la Cruz

Min Yih Tan CHAIRMAN OF THE BOARD


Lydia B. Echauz INDEPENDENT DIRECTOR
Cesar A. Buenaventura INDEPENDENT DIRECTOR
Fernando Zobel de Ayala INDEPENDENT DIRECTOR
Mona Lisa Bautista de la Cruz DIRECTOR
Luis C. la Ó Non-Executive Director
Amando M. Tetangco, Jr. INDEPENDENT DIRECTOR
Cesar G. Romero DIRECTOR
Randolph (Randy) T. Del Valle DIRECTOR
Rafi Haroon Basheer DIRECTOR

III. ANALYSIS OF COMPANY DATA


A. Financial Analysis
1. Common-Size Analysis
➢ Horizontal Analysis (Provide Table and Graph) [Cunanan, Canete]
➢ Vertical Analysis (Provide Table and Graph) [Gomez, Pare]

2. Activity Ratio [Bragais, Tuling]


➢ Inventory turnover
➢ Receivables turnover
➢ Total asset turnover
➢ Working capital turnover

3. Operating Cycle [Sierra, Moreno]


➢ Number of days of inventory
➢ Number of days of receivables
➢ Number of days of payables
➢ Operating cycle
➢ Net operating cycle

4. Liquidity Ratio [Cunanan, Canete]


➢ Current Ratio
➢ Quick Ratio
➢ Cash Ratio

5. Solvency Ratio
A. Component Percentage Solvency Ratio [Gomez, Pare]
➢ Debt−to−assets ratio
➢ Long−term debt−to−assets ratio
➢ Debt−to−equity ratio
➢ Financial leverage
B. Coverage Ratio [Bragais, Tuling]
➢ Interest coverage ratio
➢ Fixed-charge coverage ratio
➢ Cash flow coverage ratio
➢ Cash−flow−to−debt ratio

6. Profitability Ratio
A. Profitability Ratio: Margins [Sierra, Moreno]
➢ Gross profit margin
➢ Operating Profit Margin
➢ Net profit margin
➢ Pretax profit margin
B. Profitability Ratio: Returns [Cunanan, Canete]
➢ Operating return on assets
➢ Return on assets
➢ Return on total capital
➢ Return on equity
➢ Operating return on assets

B. Historical Behavior Analysis


➢ Discussion [Gomez, Pare]
- Just like you are talking to Investors
- Giving them an idea if there is a profit if they invest in this
corporation

C. Industry Analysis
➢ Compare the same industry or its competitors (MCDO Corporation)
a. Mission and Vission [Bragais, Tuling]
b. On Consumers [Sierra, Moreno]
c. On Location [Cunanan, Canete]
d. On Establishments [Gomez, Pare]

IV. RECOMMENDATIONS [Bragais, Tuling, Sierra, Moreno]


➢ Based on what you’ve learned as a group from the financial analysis and more.

V. ATTACHMENTS
➢ Available on Internet

VI. REFERENCES/CITATIONS
SHELL:
https://pilipinas.shell.com.ph/investors/financial-reports.html
JOLLIBEE:
https://www.jollibee.com.ph/audited-consolidated-financial-statements-and-manage
ment-discussion-and-analysis/

Performance Task:
3rd Quarter
1. Written Output: PDF of Financial Analysis
2. Presentation by Group: Discussion about the Importance things that you have discussed
in the Financial Analysis Report (20-25 mins)
3. Attendance
4. Summative Assessment from Reporter: Asynchronous Activity related to Finance
(Question Individually) (30-40 pts)

4th Quarter
1. The Output of the Report or Presentation (PPT)
2. Reporting of the Group
3. Attendance

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