This is a preparation exercise for a thesis. Proposal should include introduction and literature review. ALL REFERENCES MUST COME FROM HIGH LEVEL JOURNALS. The definition of high level is explained in the attached word file, as well as more detailed instructions on the assignment.
Category: Financial Management
Write a short paper that introduces the business you chose for your final project.
Specifically, you must address the following rubric criteria:
Business Selection: Select a company from the Final Project Business Options List and describe the business you chose, including the business name and what the business offers consumers.
Financial Statements: Using Mergent Online, look up the balance sheet, the income statement, and the cash flow statement for the latest fiscal quarter for the business you chose. Use these statements to accurately report the following values:
Total assets
Total liabilities
Current assets
Current liabilities
Net income
Shares outstanding
Earnings per share (EPS)
Total revenue
Shareholders’ equity
Financial Statement Role: Explain why financial statements are important to a business and how they help a business determine its financial health.
Cash Flow Management: Use a financial news story from the past two months as an example to explain why cash flow management is important to a business and its financial health.
What to Submit
Your submission should be a 4- to 5-paragraph Microsoft Word document with 12-point Times New Roman font, double spacing, and one-inch margins. All sources should be cited using APA style. Include the Balance Sheet and Income Statement from Mergent Online with your submission.
The summary annual report is a scaled down version of a full annual report. You will simply not have enough detail to complete the typical nine sections. For example, you are not responsible for the Auditor’s Report. Naturally, you are encouraged to review real world annual reports which can be used as a strawman in preparation. Your recently completed Annual Operating Review in Week 5 should be aligned with your Annual Report.
Preparing your HISCO summary annual report will be one of the most comprehensive assignments you will have completed during your MBA. You will gain an appreciation for the complexity and responsibility the senior executives continually face. Hopefully, you have experienced the holistic and competitive environment from the simulation. Your recently completed Annual Operating Review will provide the basics.
The information, qualitative and quantitative, in an annual report should provide current and prospective investors (as well as any stakeholder) a complete insight into the company’s historic performance and its plans for growth and improvement over the next few years as defined by its strategy. Publicly traded companies are required by law to prepare and submit to many constituencies a variety of filings. The most well-known is the Annual Report to Shareholders and related Form 10-K. An annual report is technically an unofficial document. The Form 10-K will typically provide the most comprehensive summary of the company’s history, financials, risks and opportunities, and current operations. The Form 10-K is submitted annually to the U.S. Securities and Exchange Commission (SEC). Technically, HISCO is a private company (you may have sold equity to the venture capitalist) and only if it had publicly trades debt would be required to file a Form 10K.
As a future leader of a public or private company, you will learn the integrative nature of any business while you complete the HISCO summary annual report. This document can become an important part of your e-portfolio in the program. Your owner, Stanley Sloane, looks forward to reading your HISCO summary annual report. While details may vary state by state, even if your career leads to growing a small private business, you will need to file an annual report with The Secretary of State in your jurisdiction, another benefit to learning from our final activity.
The following identifies specifics instructions for preparation of each required section. The required sections to be completed will be found the word document from the model. Please remember to periodically save your work. An online search will reveal innumerable sites devoted to annual reports.
The HISCO Summary Annual Report
Must be completed using the template provided through the Growing Your Business simulation.
For technical help with the simulation, please email HelpDesk@tri-sim.com Follow the Summary Annual Report Template Download Summary Annual Report Template as a guide to formatting your work. Standard APA formatting will not apply to this assignment.
Must include the following:
Cover Page
You can design your own cover page. Should be reflective of your corporate image and may include a picture and/or logo. At a minimum, it will include the name, [simulation year] HISCO Summary Annual Report, as well as your name and date. The cover page can only be 1 page.
CEO Letter
The CEO Letter is designed to share the Strategy, Financial Highlight Summary, and Business Overview of the past year. Evaluate quantitative and qualitative techniques for business analysis and decision-making. It will typically also include the future growth outlook for the business (detailed in the Sales, Marketing and Industry pages below). The CEO Letter can be a maximum of 3 pages. The “Stan Sloane Letter”
HISCO’s owner, Stan Sloane, is very happy that he decided to hire you to help turn the company around. He is interested in having you stay on with the company. However, he will need assurance from you that you are committed to continuing to grow HISCO. Explain to Stan how you plan on running the company over the next two years. You should discuss the majority of the items you developed when you first came on with the company, including: whether you would make any changes to the SWOT analysis, whether you would change the company strategy, negotiations you would make with company stakeholders, future technology suggestions, growth expectations in general for the industry and specifically for HISCO over the next two years, any concerns that occurred in the past year that you would address, and any other information you believe would be relevant in order to reassure Stan that he has placed the company in the right hands. You will add this letter at the end of the standard Annual Report. This letter is not part of a traditional Annual Report. The “Stan Sloane Letter” can be 3-4 pages.
Sales, Marketing, & Industry
This section should detail all aspects of HISCO’s Value Chain, from supplier to manufacturing to the customer. Products, NPIs, Pricing, in an industry perspective of competition should be elaborated on. Utilize tools from marketing to manage the profitability of overall business operations. A review of your SWOT would probably help as well as your recently completed Annual Operating Review. An essential element is for current and prospective investors to understand how HISCO makes money and will be able to create growth and deal with risks. The Sales, Marketing & Industry section can be a maximum of 5 pages.
Financial Statements
Financial statements are the heart and soul of the annual report. This is a quantitative section that provides current and prospective investors a look into HISCOs financial performance. The financial statements consist of the Income Statement, Balance Sheet, and Cash Flow. We suggest you show a minimum of 4 Qtrs. for each of the past two years for the Income Statement, Balance Sheet, and Cash Flow. Utilize tools from finance management to manage the profitability of overall business operations. Consider expanding the lines within each statement in the model. You will need to provide details on the Credit Line. The Financial Statements section can be a maximum of 6 pages.
Management Discussion and Analysis (MD&A)
The Management Discussion and Analysis section provides the real detail on year to year performance. In your case, this will be simulation year vs. prior simulation year. Topics will be both qualitative and quantitative in all aspects of simulation year relative to prior simulation year. MD&A will certainly include a complete variance analysis of performance and the successes and failures of your decisions for the year. It is the time you will delve into the details of your operating decisions. The MD&A section is typically devoted to the past (your future was described in prior sections). Reference to the Financial Statements is crucial as well as your recently completed Annual Operating Review. Graphics from your Business Intelligence Dashboard and your Variance walks on Income and Cash can provide visual insight into your performance. The Management Discussion and Analysis (MD&A) can be a maximum of 6 pages.
Notes, Appendices, and References
Any supporting documents, comments, information, a glossary of terminology, and/or clarifications you deem relevant to your annual report to assist current and prospective investors. The Notes, Appendices, and References are required and can be a minimum of 1 page and a maximum of 2 pages. References can be in a bulleted or numbered format.
– initial posting should respond to the question and be at least 200 words long.
please discuss the below:
CVP makes so many simplifications and assumptions about cost behaviour to the point that the technique cannot work in real situations.
Overview
In this activity, you will complete calculations and research that will help you understand how to evaluate the return and risk on investments.
Instructions
Answer these questions in a 1 to 2-page paper.
You have just won the Strayer Lottery jackpot of $11,000,000. You will be paid in twenty-six equal annual installments beginning immediately. If you had the money now, you could invest it in an account with a quoted annual interest rate of 9% with monthly compounding of interest.
Calculate the present value of the payments you will receive. Show your calculations using formulas in your paper or in an attached spreadsheet file.
Explain why there is a difference between the present value of the Strayer lottery jackpot and the future value of the twenty-six annual payments based on your calculations and the information provided.
Discuss the risk and return indicated by different bond ratings. Support your answer with references to your research.
Use various bond websites to locate one of each of the following bond ratings: AAA, BBB, CCC, and D. Research the differences between the bond ratings, the required interest rates, and the risk. List the websites used as sources for this research.
Identify the strengths and weaknesses of each rating.
This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.
You must perform Cross-Border Valuation and Synergy Management analysis. Use an Excel sheet to answer the Valuation question (Q#3) and Synergy Management Question (Q#2). Please keep your Excel sheet as organized as possible. I provided some Excel files both for Cross Border Valuation and Synergy management that you can use as your sample. Use formulas, list related data assumptions in a separate worksheet, and reference those data and assumptions in the DCF valuation sheet
Read the following article about Tesla. Answer the following prompt with a one page paper. here are the paper links to go based off 1) https://www.statista.com/aboutus/our-research-commitment
2) https://www.statista.com/topics/2086/tesla/#topicOverview
3) https://www.statista.com/statistics/272120/revenue-of-tesla/
4) https://www.statista.com/statistics/960121/sales-of-all-electric-vehicles-worldwide-by-model/
5) https://www.statista.com/topics/1893/toyota/#topicOverview
please refere to these articles to write the essay
With the current push to change from gas run vehicles to electric vehicles, along with the threat of new entrants into the electric vehicle market, what strategy would you recommend to Tesla to stay competitive in the electric vehicle market?
Most valuable automotive brands worldwide by brand value 2022
Published by Statista Research DepartmentLinks to an external site., Jun 16, 2022
The Tesla marque was ranked as the world’s most valuable car brand in 2022, with a brand value of roughly 75.9 billion U.S. dollars. Toyota, 2020’s leader, is now the runner-up, followed by Mercedes-Benz.
Tesla stays in the lead
TeslaLinks to an external site. had been steadily climbing up the world’s most valuable car brands ranking, reaching the top in 2021. Tesla, Inc., founded in 2003 as Tesla Motors, is a North American electric vehicle and clean energy automaker based in Palo Alto, California. Its revenueLinks to an external site. in the 2021 fiscal year reached over 53.8 billion U.S. dollars, and the Tesla Model 3 was the best-selling plug-in electric vehicle model worldwideLinks to an external site. in that same year.
Other valuable car brands worldwide
Toyota, the runner-up, is a subdivision of the Toyota Motor CompanyLinks to an external site., founded in the late 1930s. The Japanese manufacturer is one of the largest companies in the global automotive industry and is active in various segments, including SUVs and crossovers, trucks, and motorcycles. Automotive brands such as BMW and Mercedes-Benz also made the list of the most valuable car brands worldwide. Germany’s Mercedes-Benz assembles luxury and crossover automobiles, buses, and trucks.
The paper should be APA formatted and include at least one cited reference. The following grading rubric will be used.
All documents are attached. Please let me know ASAP if you need anything to complete the assignment. Thank you in advance for all your help. https://youtu.be/20sir4ecM34?si=1MqHhH5IHNc8y9l-
https://bellevue.libwizard.com/f/companyinfo
**Detail Instructions to paper are attached.
**Other instructions are to use APA format, double spaced, reference page, 6 references with at least 3 scholarly peer reviewed journals and all references cited within text.
To answer this assignment properly you will need to follow the below steps;
– You must read and understand the case study and to refer to the remaining shared documents.
– Go over the “Assignment brief” document to see all the questions that needs to be answered on the paper and ensure to use credible source when answering the questions.
– in Question (v) you don’t have to conduct the valuation of Ferrari. You just need to assess Ferrari’s issue price in the light of the information provided and discussed in the case study. – The last part of the assignment (question viii) relates to the topic of capital structure. – Answer all questions in Q&A format; meaning you will need to state the question in he paper and provide its answer. (note the word counts of the questions are excluded from the required word counts for the paper which is 2500-2750).
– You must use credible sources such as financial press or journal articles. Also, utilize different concept and theories by referring to a book inside the link here; (https://shorturl.at/qBR68). use at lease 4 reference from this book. – Please let me know if you have any questions.