Unit convenor and teaching staff |
Unit convenor and teaching staff
Convenor
Jengfang Chen
Moderator
Mostafa Hasan
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Credit points |
Credit points
10
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Prerequisites |
Prerequisites
130cp at 1000 level or above
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Corequisites |
Corequisites
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Co-badged status |
Co-badged status
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Unit description |
Unit description
The unit aims to equip students to undertake financial analysis and the valuation of listed companies. Students are taught the following steps in financial analysis and valuation: (i) evaluating the state of the economy, the industry and a company, (ii) analysing the company's accounting policies, evaluating its financial position using financial ratios and other analytical tools, (iii) forecasting the company's financial statements, and (iv) using a variety of techniques to value the company so that an investment decision can be made. Students will develop graduate capabilities in a range of areas, including: analytical skills in information management and analysis; problem-solving skills in sourcing and identifying relevant information and interpreting output; and communication skills through the presentation of group reports. |
Information about important academic dates including deadlines for withdrawing from units are available at https://www.mq.edu.au/study/calendar-of-dates
On successful completion of this unit, you will be able to:
Name | Weighting | Hurdle | Due |
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Professional practice: Financial statement analysis | 20% | No | Week 7 |
Skills development: Group Research Report | 40% | No | Week 12 (Group report) Week 12 & 13 (Presentation) |
Formal and observed learning: Exam | 40% | No | University Exam Period |
Assessment Type 1: Case study/analysis
Indicative Time on Task 2: 20 hours
Due: Week 7
Weighting: 20%
The purpose of this assessment is for you to develop your expertise in financial statement analysis - a key competency for professionals working in the accounting and finance industry. You will investigate a practical scenario in the form of a case study for a specified company or business. Skills in focus: - Discipline Knowledge - Critical Thinking - Communication Deliverable: Written report [max: 2,000 words] Individual assessment
Assessment Type 1: Report
Indicative Time on Task 2: 30 hours
Due: Week 12 (Group report) Week 12 & 13 (Presentation)
Weighting: 40%
The purpose of this assessment is for you to develop your skills in researching the basis for financial statement treatments . You will research the correct treatment of a company's financial statements Skills in focus: - Discipline Knowledge - Work Readiness - Communication - Collaboration Deliverable: Research report, presentation Individual and group assessment
Assessment Type 1: Examination
Indicative Time on Task 2: 40 hours
Due: University Exam Period
Weighting: 40%
The purpose of this assessment is for you to formally demonstrate the expertise you have gained in this unit. You will participate in a 2-hour exam held during the University Examination period. Important information about the exam will be made available on the unit iLearn page. You should also review the MQ Exams website for general tips. Deliverable: Formal exam Individual assessment
1 If you need help with your assignment, please contact:
2 Indicative time-on-task is an estimate of the time required for completion of the assessment task and is subject to individual variation
Classes
There are 3 hours of teaching per week consisting of one 1.5-hour face-to-face lecture and one 1.5-hour face-to-face tutorial.
The timetable for classes can be found on the University web site at: http://www.timetables.mq.edu.au/
Changes to tutorial times are managed by e-student. It is not necessary to contact members of staff about tutorial changes. On-line enrolment changes to tutorials will be closed at the end of Week 2 so all changes must be made by then.
Required Texts
Palepu, Healy, Wright, Bradbury and Coulton, Business Analysis & Valuation: Using Financial Statements, 3rd Asia Pacific Edition, Cengage Learning, 2020.
Consultation Times
The consultation timetable will be made available on iLearn at the beginning of the session. Consultation will start from Week 3. You are encouraged to seek help at a time that is convenient to you from a staff member teaching on this unit during their regular consultation hours. In special circumstances, an appointment may be made outside regular consultation hours.
Students experiencing significant difficulties with any topic in the unit must seek assistance immediately.
Unit Web Page
Course material is available on the learning management system (iLearn). The web page for this unit can be found at: https://ilearn.mq.edu.au/ from where you need to login to iLearn.
Week |
Lecture Topic |
Readings (from Palepu et al., 2020) |
Assessment Due |
1 |
A framework for business analysis and valuation |
Chapter 1 |
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2 |
Strategy Analysis |
Chapter 2 |
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3 |
Accounting Analysis |
Chapter 3 & 4 |
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4 |
Financial Analysis |
Chapter 5 |
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5 |
Financial Analysis (Contd.) |
Chapter 5 |
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6 |
Credit Analysis |
Chapter 10 |
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7 |
Forecasting Income Statement |
Chapter 6 & 8 |
Case study/analysis |
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Mid-Session Break |
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8 |
Forecasting Balance Sheet & Review of Cost of Capital |
Chapter 6 & 8 |
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9 |
Equity Valuation |
Chapter 7 & 8 |
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10 |
Equity Valuation (Contd.) |
Chapter 7 & 8 |
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11 |
Price Multiples and Market Efficiency |
Chapter 7 & 9 |
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12 |
Report submission and presentation |
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Group Report & Presentation |
13 |
Revision/Presentation |
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Presentation |
Note: This unit schedule is subject to change at the discretion of Unit Convenor.
Macquarie University policies and procedures are accessible from Policy Central (https://policies.mq.edu.au). Students should be aware of the following policies in particular with regard to Learning and Teaching:
Students seeking more policy resources can visit Student Policies (https://students.mq.edu.au/support/study/policies). It is your one-stop-shop for the key policies you need to know about throughout your undergraduate student journey.
To find other policies relating to Teaching and Learning, visit Policy Central (https://policies.mq.edu.au) and use the search tool.
Macquarie University students have a responsibility to be familiar with the Student Code of Conduct: https://students.mq.edu.au/admin/other-resources/student-conduct
Results published on platform other than eStudent, (eg. iLearn, Coursera etc.) or released directly by your Unit Convenor, are not confirmed as they are subject to final approval by the University. Once approved, final results will be sent to your student email address and will be made available in eStudent. For more information visit connect.mq.edu.au or if you are a Global MBA student contact globalmba.support@mq.edu.au
At Macquarie, we believe academic integrity – honesty, respect, trust, responsibility, fairness and courage – is at the core of learning, teaching and research. We recognise that meeting the expectations required to complete your assessments can be challenging. So, we offer you a range of resources and services to help you reach your potential, including free online writing and maths support, academic skills development and wellbeing consultations.
Macquarie University provides a range of support services for students. For details, visit http://students.mq.edu.au/support/
The Writing Centre provides resources to develop your English language proficiency, academic writing, and communication skills.
The Library provides online and face to face support to help you find and use relevant information resources.
Macquarie University offers a range of Student Support Services including:
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Unit information based on version 2025.03 of the Handbook