Financial Statement Analysis

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Final Project
Students are required to complete a Final Project about Financial Statement Analysis. The
aim of this project is to help students in improving their research, communication, and
teamwork skills. More specifically, students are required to download the annual reports for
a company listed on The Saudi Stock Exchange (Tadawul) for the years 2021, 2022 and
2023. Moreover, students need to download the annual reports of another company in the
same industry for benchmarking. The main task of students is to provide a financial analysis
including:
➢ Vertical analysis (2023)
➢ Horizontal analysis (for 2023 and use 2022 as a base year)
➢ Ratio analysis (2022 and 2023)
A detailed description of the project and its guidelines are given below.
Learning outcomes:
The main purpose of this project is to help students achieving the following learning
outcomes:
• Demonstrate the ability to analyze actual financial statements for Saudi listed
companies.
• Demonstrate ability to communicate effectively orally and in writing.
Topic: Financial Statement Analysis
Instructions:
• By the end of the project, the group should submit:
➢ The Project Report
➢ PowerPoint Presentation
➢ Excel book showing the calculations and charts
➢ Annual Reports of companies under study
Page 1 of 6
The Project Report
The Organization of the Report:
The typical structure of your report should include the following parts:
•
Cover Page
This should contain the approved project title, names of group members, name
of the academic supervisor, the name of the college and department, and the date of submission.
•
Abstract
It gives the reader a brief on the topic of your project. And it covers the key conclusions and
recommendations that are important and relevant to the goals of the research.
•
Acknowledgement
(Optional)
•
Table of Contents
This should not exceed one page and should list the major sections of the report along with the
page numbers on which they start. It permits quick reference for finding specific information
in the report.
•
Introduction
The introduction guides your reader into the paper by introducing the topic. It should begin with
a hook that catches the reader’s interest. This hook could be a quote, an analogy, a question, etc.
After getting the reader’s attention, the introduction should give some background information
on the topic. The ideas within the introduction should be general enough for the reader to
understand the main claim and gradually become more specific to lead into the main purpose of
the project.
•
Body
The body of the project supports the main points presented in the project statement. Each point
is developed by one or more paragraphs and supported with specific details. These details can
include support from research and experiences, depending on the assignment. In addition to this
support, the author’s own analysis and discussion of the topic ties ideas together and draws
conclusions that support the project statement.
•
Conclusions and Recommendations
The conclusion brings together all the main points of the project. It refers back to the thesis
statement and leaves readers with a final thought and sense of closure by resolving any ideas
brought up in the essay. It may also address the implications of the argument. In the conclusion,
new topics or ideas that were not developed in the paper should not be introduced.
Page 2 of 6
•
References :
Cite all references that you get your data and information from (e.g., books, periodicals
internet, company’s records, Etc.) There should be cited in the right format.
•
Appendixes:
This section might include any supporting documents.
Important Notes:
•
There should be a balance between the sections regarding the number of pages
•
References should be written in the right scientific methods as follows:
Authors, year of publishing, Title of the reference, city of publisher, publishing company,
Example:
1. Books
Schiffman, L.G. & Kanauk, L.E (2007). Consumer Behavior, New Jersey, Prentice Hall Co.
Quotah , M. and El aasi, S. (2008) How to write a Report. Jeddah, Jarir Co.
2. Articles
Monacelli, T. (2001) New International Monetary Arrangements and the exchange Rate.
International Journal of Finance & Economics, Vol 6 (4) PP. 389 – 400
3. Electronic Sources (WWW document)
Monacelli, T. (2001) New International Monetary Arrangement and the Exchange Rate.
International Journal of Finance & Economics, Vol 6 (4) PP 389 – 400.
[online]. Available from: http:// Proquest. Umi.com/pg dweb
Page 3 of 6
Report Presentation
The group is required to emphasize the following points in her/his presentation:
Project problem:
• What is the overall objective of the Project.
• What is the research question that the group is looking for answering it through its project.
Conclusions and Recommendations
Page 4 of 6
Grade
Obtained
Performance
Factor
1) Organization
2) Language
3) Introduction
4) Main content
5) Quality of the
content
6) Presentation
5
4
3
2
Information is very
organized with
well-constructed
paragraphs and
subheadings.
No grammatical,
spelling or
punctuation
errors
Information is
organized with
well-constructed
paragraphs.
Information is
organized, but
paragraphs are not
well-constructed.
The information
appears to be
disorganized.
Almost no
grammatical,
spelling or
punctuation errors
A few grammatical
spelling or
punctuation errors
Many grammatical,
spelling, or
punctuation errors
The introduction is
inviting, states the
main topic and
previews the
structure of the
paper.
The introduction
clearly states the
main topic and
previews the
structure of the
paper, but is not
particularly inviting
to the reader.
There is no clear
introduction of the
main topic or
structure of the
paper.
All topics are
addressed and all
questions
answered with at
least 2 sentences
about each.
Information clearly
relates to the main
topic. It includes
several supporting
details and/or
examples.
Well rehearsed.
No pronunciation
errors or other
mistakes.
All topics are
addressed and
most questions
answered with at
least 2 sentences
about each.
Information clearly
relates to the main
topic. It provides 12 supporting
details and/or
examples.
General level of
rehearsal. Few
pronunciation
errors or other
mistakes.
The introduction
states the main
topic, but does not
adequately
preview the
structure of the
paper nor is it
particularly inviting
to the reader.
All topics are
addressed, and
most questions
answered with 1
sentence about
each.
Information clearly
relates to the main
topic. No details
and/or examples
are given.
Acceptable level of
rehearsal. Some
pronunciation
errors or other
mistakes.
One or more topics
are not addressed.
Information has
little or nothing to
do with the main
topic.
Low level of
rehearsal.
Numerous
pronunciation
errors or other
mistakes.
Total Grade
Page 5 of 6
Performance
Factor
1) Team Decision
Making
2) Team
Assessment
3) Team
Cohesion
10
8
6
Clear procedures for
making decisions are
established and
documented, when
appropriate. Team
members tend to make
most decisions through
consensus.
Decision-making
procedures are
established informally,
leading to some
inconsistency in
implementation.
Majority and minority
opinions sometimes exist
when decisions are made
by the group.
Decisions are made by
individuals and may
not reflect the thinking
or the desires of the
team. There is often a
failure to involve all
members in the
decision-making
process.
Members regularly
examine how their team
is functioning and discuss
their findings together
for purposes of
maintenance or
improvement.
Members engage in
occasional discussions
about how their group is
functioning, but it is not a
regular occurrence and
not all members may be
involved.
Members avoid
discussions about how
they are functioning as a
group.
Team members are
committed to the team
and show a sense of
bonding and
camaraderie. A climate
of trust and acceptance
exists and members feel
pride in being part of the
team.
Members feel some
commitment to the
team/group, but it is not
consistent. Members’
behavior ranges from
competitive and
individualistic to
cooperative and
supportive.
Low morale exists;
there is little or no
cohesion among group
members. The team
atmosphere is
competitive and/or
individualistic.
Grade
Obtained
Total Grade
Page 6 of 6