If you have hypothetical $1,000,000, which of these companies you’ve analyzed would you invest? How much would you invest in each company?
The company is : kimberly-clark
The report should include the following:
1- Title Page (including the member names& IDs & the names of three companies assigned)
2- For company in your list please provide the following information:
a. Company Overview (general business description and mention if there are any key recent news affecting the company’s stock for e.g. change in management, introduction of new product line, merger and acquisition etc). All that information should be available at Bloomberg. (Security Description function and CN function. Using the CN function, choose the top 3 ranked news and explain each news)
b. Find the following using the Bloomberg terminal:
i. Daily price and volume for the last 10 years (GP function)
ii. S&P 500 index (daily) for the last 10 years (GP function)
iii. Company’s beta
1. Plot the daily price return and S&P 500 return in a graph and comment how the company is doing relative to the market. (while commenting here, please use the company’s beta (BETA function). Tip: use your knowledge about the beta. For example; if the beta is one, the stock moves with the market, so you will see similar trends in both the stock and market movements)
iv. Industry Overview (list the major competitors in the industry (SPLC function) and a comparison with the major competitor-compare EPS, DPS, ROA, ROE, P/E ratios for the last 5 years-FA function) Please provide graphs/charts for each comparison.
v. Analyst reviews (ANR function). Write your comments on the analyst reviews.
vi. Board structure and executives structure (MGMT function). – Data requested for board: Number of directors, %women directors, average age, age range, average tenure, for executives: % women executives, average age, CEO age, average tenure, CEO tenure, % executives holding shares and % CEO ownership. (Use the current year information) Write your comments on the board structure and executives structure.
vii. ESG Disclosure score, Environmental disclosure score, Social disclosure score and Governance disclosure score for the past 5 years (FA ESG function). Write your comments on these scores and how well the company is doing.
3- Write the conclusion (how well these three companies are doing, what to expect for the future, would you recommend investing in any of these companies). If you have hypothetical $1,000,000, which of these companies you’ve analyzed would you invest? How much would you invest in each company? Please explain. (Please keep in mind the rules about diversification here)
4- References (if any)
5- Appendix (Any other charts/tables/graphs you find relevant & all the screenshots of the data retrieval process & a photo of your group working at the Bloomberg lab)
You are going to submit one excel file. Please organize your excel file by naming each worksheet according to the outline given above.
You will need to use 5 years of annual data for the analysis (the most recent years, i.e., 2021, 2020, 2019, 2018, 2017).
