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FINC 5001 – FOUNDATIONS IN FINANCE
GROUP MAJOR ASSIGNMENT SEMESTER ONE 2025
Part A – Written Report (30 Marks)
Select a non-financial list company on the Australian Securities Exchange (ASX) that has been listed on the exchange for at least 5 years (that is listed prior to March 2020). Using data for your selected company undertake the following analysis and prepare a written report presenting your analysis. You are encouraged to present the report partitioned in sections following the same format as given in the questions below.
1. AI Generated Investment Analysis (4 marks):
Your group is required to use a generative AI tool (or multiple generative AI tools) to undertake a company analysis of your chosen company (be careful to balance your AI report with the need to undertake independent analysis in the latter parts of the report when generated your AI prompt). Be sure to specify the need for an investment recommendation (buy/hold/sell). Cut and paste the AI response into your report in italics. It is expected that the AI prompts needed will be an iterative process. Specify which AI tool/s you have used and provide all the prompts that were specified to the AI tool during this iterative process.
2. Company Overview and Industry Analysis (3 marks):
In this section of the report your group will validate and critique the AI’s summary of the business model, market position, and competitive landscape using academic and market data. Evaluate the quality and thoroughness of the AI report using your own analysis.
3. Financial Performance and Risk Analysis (5 marks):
In this section of the report your group will validate and critique the AI-generated figures— such as returns, beta, and volatility—with independently sourced data. Your group should identify any errors, outdated assumptions, or misinterpretations.
4. Valuation (8 marks):
In this section of the report your group will independently recalculate key inputs such as growth rates, discount rates, and expected cash flows, and generate your own valuation and estimated share price (as at the time of writing the report). Provide your results and assumptions in the report in a clear and concise manner.
5. Investment Recommendation and AI reflection (10 marks):
In this section of the report your group will compare the AI's generated investment recommendation (buy/sell/hold) with your own calculations. Was the generative AI analysis reliable? What types of errors or oversimplifications did you identify in the AI report? Should AI-generated financial insights be disclosed in professional settings? What are the ethical risks of AI-generated investment advice? Discuss with reference to suitable academic literature.
Part B – Presentation (10 Marks)
The presentation should last between 8-12 minutes and each group member needs to present for at least 2 minutes. A maximum of 7 slides should be included among which:
1. A slide with the names and SIDs of the group members (ensure that the order of the names aligns with the order of the presentation).
2. A list of references/sources used in the presentation.
Submission Requirements
Submission links will be provided on Canvas for your PDF document, video file and Powerpoint presentation slides (as a .pptx file). Only one member (the group leader) should submit the relevant files on behalf of the whole group. Consistent with Business School practice, a late submission penalty will be applied if your submission is not received by the announced due date/time.
Written Report Formatting and Presentation:
2. Text presented in tables and graphs do not need to follow thisformatting requirement. However, these will still need to be professionally presented in the report.
3. Ensure you use proper academic referencing in supporting the ideas and discussion within your report. All reports must include a list of references in academic form using the APA 7th method. Further information on the APA referencing style can be found here: https://libguides.library.usyd.edu.au/citation/apa7. Failing to reference your sources may be subject to further actions according to the University of Sydney Code of Conduct and will be dealt with by the School. https://www.sydney.edu.au/students/academic-dishonesty.html
5. Preparing a concise report poses a major challenge. Brevity and conciseness are key ingredients of a highly successful report. Every part of the report should somehow add to the result; otherwise, it is superfluous and distracting.
6. Use headingsin the report to separate key ideas. Using paragraphs will also assist with structuring ideas.
7. The report must be submitted as a PDF document. You must submit the report electronically via the Turnitin link on Canvas. Excel spreadsheets with all your calculations must be submitted as a .xlsx workbook. You must submit two files electronically via the link on Canvas.
What is included in the 15–20-page limit?