Investment Management
Assume you are an investment manager “working for XYZ Investment Bank.Your client, a high net worth citizen wants to make a long term £1m investment in the UK but needs expert advice before they can make their investment. The client is mainly interested in three UK subsectors: Automobiles & Parts, Banking and Construction& Housing and investment advice”
on one specific stock to pick from each sector.
Required
“Using fundamental analysis, relevant investment theories and academic literature, write a 4000-word report giving advice to your”
client regarding investing in the UK(considering their requirements above) .
Your report should include:
• An analysis of the UK economic situation as at 20 August 2021
• A sectorial report on each of the three subsectors listed above
• An analysis and evaluation of three UK publicly listed companies in the above mentioned three sectors including an evaluation of their corporate social responsibility
o An evaluation of the firm’s financial statements to identify strengths and weaknesses , the competitive position of the company, profit margins and the dynamics of company earnings, the composition and liquidity of corporate resources (the company’s asset mix},the” company’s capital structure (its financing mix) and a stock price based on one of the valuation models
