Individual Report Assignment 2016-17
Individual Report Assignment 2016-17
Part 1
Find the most recent annual report (not older than 2 years), of a publicly traded, manufacturing company and discuss its Income
Statement and Balance Sheet and Cash flow statement. Is the company financially healthy? Be sure to include an introduction,
analysis of changes, ratios results comparison with industry leaders and your recommendation and conclusion. Make sure the
company you have chosen is NOT a service company.
Part 2
Look for and find an articles in the last few months’ news about your company which is an example of good costing accounting
management or is not. Justify your choice with at least 4 independent and separate examples of things that the company has
done well or poorly. Copies of the actual articles used should be included in the Appendix of the report.
What are the company’s current and long terms liabilities and what effect does it have on the company’s performance?
Identify a key capital investment made by your company within the last 2 years? What was it? How was the acquisition
financed? How will this acquisition improve the company’s revenue performance?
Has the company met its financial and or other performance targets for the last financial year? And if not what were its
reasons for not doing so?
Identify if the company outsources any of its services or manufacturing, Where is it done? Identify the reason or reasons
why this has been done?
Identify what pricing policy objective, type of pricing and pricing strategy your company uses? Give your reasons why?
Give your Conclusions, Analysis and Recommendations of your company from a Cost Accounting Perspective?
An answer templates for your report has been provided on the Finance and Managerial Accounting share-point site for you to
complete your reports.
Assignments must be submitted in a Folders, with a cover page with your: Name, ID number, E-mail address,
Teacher, Class and Date.
Use the answer templates provided to complete your report ‘typed’ and hand this in with the folder.
Each student must find a different company – The same company MUST be used in Part 1 and Part 2.
The report should NOT be based on a previous company used in a report or analyses covered in 1st Year, 3rd Year or
in 4th Year
All your source material articles, copies of Balance Sheet, Income Statements, Cash Flow Statement, articles used
etc, etc, should be included in an Appendix at the back of the report. Highlight the information and numbers used
from your Financial statements or other source information.
The report is to be submitted in the 3rd week of the school Block. Date: Friday 23rd of September 2016 before
12.00pm to either your teacher directly or to their assigned pigeon hole. Discuss this with your Tutorial teacher.
Failure to comply with the above mentioned points will lead to a deduction in point’s for each infringement to your
report or FAILURE. Reports handed in after the date and time specified are considered late and will considered as the
Re-sit Assignment for next Block or FAILED.
1
These are the criteria I will be using to evaluate your reports:
Part 1:
Report Layout and Appearance : All BOXES
□ Very weak □ ok □ good □ outstanding
Brief Company description/ (no more than 3 paragraphs) – This must be written in your own words, No cutting or
pasting allowed:
□ Very weak □ ok □ good □ outstanding BOX 1
Structure, how report flows , ease of reading :
□ Very weak □ ok □ good □ outstanding ALL BOXES
Balance Sheet: *
Comparison with prior year
Brief explanation for changes from prior year
Analysis of health of company over past years
Use of industry averages
□ Very weak □ ok □ good □ outstanding BOX 2, comparison and ratio explanations *
Part 2:
Choice of Examples : □ Very weak □ ok □ good □ outstanding