Security Analysis:
Suppose you are a young securities analyst, working in a small brokerage firm. You have access to publicly available information relevant to valuation of the ASX 300 listed shares in the following sectors.
Energy
Industrials
Financials
A list of the GICS sectors and corresponding companies can be found at the Aspect FinAnalysis site,
As a starter in the brokerage firm, you are asked to assist a senior financial analyst by collecting relevant company-specific and market data and conducting analysis to determine whether a share should be bought, sold or excluded from a client's portfolio.
Required
Select a publicly listed company from each of the above sectors.
Undertake fundamental analyses to recommend whether the share should be bought, sold or excluded from the portfolio. Identify and discuss relevant macro, industry-specific and company-specific factors governing your decision.