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BCF Assignment

This document outlines the requirements for an individual project analyzing a selected company. Students must research and report on: [1] An overview of the company and its corporate governance structure including the CEO, board of directors, and independent directors. [2] The company's relationship with financial markets over the past 4 years regarding stock performance, dividends, earnings, market capitalization, and technical indicators. [3] Shareholder analysis including top investors and institutional ownership. [4] Risk and return analysis using metrics like beta, D/E ratio, and cost of equity and debt. [5] Capital structure, investment returns, and dividend policy. [6] Environmental, social and governance scores, policies, and performance indicators. The

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57 views

BCF Assignment

This document outlines the requirements for an individual project analyzing a selected company. Students must research and report on: [1] An overview of the company and its corporate governance structure including the CEO, board of directors, and independent directors. [2] The company's relationship with financial markets over the past 4 years regarding stock performance, dividends, earnings, market capitalization, and technical indicators. [3] Shareholder analysis including top investors and institutional ownership. [4] Risk and return analysis using metrics like beta, D/E ratio, and cost of equity and debt. [5] Capital structure, investment returns, and dividend policy. [6] Environmental, social and governance scores, policies, and performance indicators. The

Uploaded by

Archisman
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Business and corporate finance

Individual Project
For the Company that have chosen for analysis, you need to research the following details of the firm
1. Company Overview (200-250 words in your own language not copied and pasted)
2. CORPORATE GOVERNANCE (200-250 words in your own language not copied and pasted)
a. Chief Executive Officer
i. Name, age, Years as CEO
ii. Total Compensation – including Salary, Stock compensation, Bonus, other
compensation.
iii. Stock ownership (%)
iv. Is CEO member of the Board
b. Board of Directors
i. Board Size
ii. Name of chairman, age
iii. CEOs at other companies – (nos. of company)
iv. Shares owned by the Chairman (%)
v. Average tenure of Board member
vi. No of dependent and independent directors
c. Independent Directors (ID) –
i. number of IDs
ii. number of Women IDs – names and years as ID
d. Audit Committee
i. Auditors name?
ii. Years since auditors
3. Relationship with Financial Markets (April 2018- March 2022)
a. No. of buys, sell, hold recommendation
b. Average stock return in past three years
c. Average stock risk in past three years
d. Dividends declared by firm (DPS) in each year, Dividend Yield
e. Earnings per share (EPS) in each year
f. Market Capitalization (Monthly)
g. Stock Returns (Monthly)
h. If part of Sensex/Nifty 50
i. Monthly return of Index firm is part of.
j. Choose any technical chart for the firm for monthly data of past three years.
k. Monthly trading volume
l. Average monthly trading volume
m. Capital expenditure of Firm under various heads
n. Capital expenditure related to Sustainability transition and adaptation
4. Stock Holder Analysis
a. No. of Mutual Funds firm is part of portfolio
b. Listing index – Domestic and International
c. Type of shares
d. Number of total shares listed – free float
e. Top 5 investors – name and percentage
f. Total shares held by top 5 investors (%)
g. Total shares held by top 10% investors (%)
h. % shares held by institutions, promotors, FIIs, Mutual Fund, Government
5. RISK AND RETURN ANALYSIS
a. Beta (using regression of Market index monthly returns on firm’s monthly return)
b. Company’s D/E ratio
c. PE ratio
d. Market related risk and Firm-specific risk
e. Risk free rate on G-sec
f. Cost of equity –DDM, CAPM model
g. Cost of Debt – Credit rating of different bonds issued, pre-tax and after-tax Cost of debt
6. Cost of Capital
a. Market value and book value of Equity
b. Market value and book value of Debt
c. After tax cost of Debt
d. Cost of equity
e. Debt to total capital – Debt ratio
f. Equity to total capital – Equity Ratio
7. Capital structure
a. Change in Capital structure over past 10 years
b. Reason for choice of Cap Structure
c. Optimal capital structure
8. Investment Returns
a. Net income
b. EBIT
c. EBIT*(1-t)
d. Cash and marketable securities
e. Return on Equity (ROE)
f. Inventory turnover ratio
g. Short term Debt/loans
9. Dividend Policy
a. Dividend declared as % of FCFE
b. DPS
c. Retention ratio
d. Buybacks if any
e. If no dividend declared, explain the reasons in your views
10. Environmental, Social, Governance
a. CDP rating if any
b. GHG emissions- Scope 1, 2 3
c. ESG scores and E, S, G scores
d. If included in any international sustainability index
e. Policies related to ESG
f. Usage of renewable energy
g. CO2e
h. Revenues per CO2e
You are required to submit a detailed analysis of the above information in your report.
Also mention your learnings from the project.
To be submitted by 15 January 2023 in word and excel document

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