FIN383
FINANCIAL &
TECHNICAL ANALYSIS
ABC BHD
JBA1145X - GROUP XX
Our Team
Jamie Chastain
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FINANCIAL MANAGER
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Brigitte Schwartz
SENIOR FINANCE STAFF
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Bailey Dupont
FINANCE STAFF
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yyy
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Financial Analysis
Agenda
• Ratio Analysis: Trend & Comparative
• Risk & Return Analysis
• Security Market Line (SML)
• Intrinsic Value
• Conclusion and Recommendation
Technical Analysis
• Performance & Trend analysis
• Pattern analysis
• Past Buy and/or Sell Opportunities
• Integrated Analysis (as of 29/11/2024)
• Conclusion and Recommendation
Final Recommendation
COMPANY’S PROFILE
MARKET SIZE & SHARE
ASSET STRUCTURE
FINANCING STRUCTURE
PROFIT FROM OPERATION
RATIO ANALYSIS (TREND)
LIQUIDITY RATIO
The firm is able to meet its short term obligation, has enough margin of safety,
hence the firm is liquid.
RATIO ANALYSIS (TREND)
ACTIVITY RATIO
The firm is efficient in managing its Fixed Assets, Inventory, Account receivables
and total overal assets.
RATIO ANALYSIS (TREND)
LEVERAGE RATIO
The firm rely heavily on debt financing and therefore has high financial risk,
however, the firm is in a good position in managing their debt obligation as
indicated by the strongTIE
RATIO ANALYSIS (TREND)
PROFITABILITY RATIO
The firm’s operation is profitable and has adequate return on investment
RATIO ANALYSIS (COMPARATIVE)
RATIO ANALYSIS (COMPARATIVE)
RATIO ANALYSIS (COMPARATIVE)
RATIO ANALYSIS (COMPARATIVE)
RATIO ANALYSIS (COMPARATIVE)
Risk and Return Analysis
SML
INTRINSIC VALUE (RIVM)
DPR
RR
ROE
g%
E(r) %
EPS
DPS
BVPS
Equity Charge
Residual Income
Par Value of residual Income
Total Par Value
Intrinsic Value
CMP
40.00%
60.00%
7.15%
4.29%
8.00%
2023
0.6
0.04
5.8
Therefore the stock is undervalued
2024
0.6257
0.0417
6.0000
0.4800
0.1457
0.1457
0.3524
6.3524
2025
0.6526
0.0435
6.5840
0.5267
0.1259
0.1165
2026
0.6806
0.0454
7.1931
0.5754
0.1051
0.0901
RECOMMENDATION (FA)
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leo posuere lobortis. Vestibulum nec risus eget ante lacinia aliquet.
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TECHNICAL ANALYSIS
PERFORMANCE &
TREND
PATTERN
PAST BUY/SELL
OPPORTUNITIES
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et odio purus. Cras ultrices
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INTEGRATED
ANALYSIS AS OF
29/11/2024
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RECOMMENDATION
(TA)
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PERFORMANCE ANALYSIS
TREND ANALYSIS
PATTERN ANALYSIS
PAST BUY/SELL OPPORTUNITIES
PAST BUY/SELL OPPORTUNITIES
INTEGRATED ANALYSIS (29/11/12024)
INTEGRATED ANALYSIS (29/11/12024)
RECOMMENDATION (TA)
CONCLUSION &
FINAL RECOMMENDATION
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augue volutpat, et varius risus tempor. Nulla rutrum
nibh et leo posuere lobortis. Vestibulum nec risus
eget ante lacinia aliquet. Etiam quis velit volutpat,
rhoncus urna sit amet, consectetur elit. Integer
tincidunt mi ipsum, sed efficitur enim lobortis eu. In
fermentum ante eu justo commodo, et feugiat
ipsum maximus. Praesent et mi aliquet, imperdiet
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FIN383
THANK YOU
Q&A