BUS308 Financial Analysis and Valuation

Unit outline

Important Update: Our aim is to provide you with an optimal learning experience, regardless of how this unit is delivered. Teaching will be delivered in line with the most current COVID Safe health guidelines.  This may include a mix of online and face-to-face.  Please check the learning management system for announcements and updates. Thank you for your flexibility and commitment to studying with Sydney Institute of Higher Education. 
Enrolment modes: Year 3, Semester 1
Credit point(s): 12.5
EFTSL value: 0.125
Prerequisite: Nil
Typical study commitment: Students will on average spend 10 hours per week over the teaching period undertaking the teaching, learning and assessment activities for this unit.
Scheduled learning activities: 4 timetabled hours per week, 6 personal study hours per week

Unit description 

This unit introduces students to a framework for business analysis and assessment, making use of financial statement data. Students will learn how to apply valuation methods in security valuation, mergers and acquisitions and credit analysis. Students will apply their knowledge and skills in making commercial decisions by utilising some specific tools of financial analysis such as cash flow analysis and ratio measures.


Unit Outline Outcomes (ULO)

  On the successful completion of this units student will be able to:  
ULO1 Review operations and financial ratios and communicate the results to external investors.  
ULO2 Examine major techniques for analysing financial statements.  
ULO3 Evaluate and solve the complexities in creative and factual financial reporting using professional judgement.  
ULO4 Perform a financial statement analysis for the purpose of evaluating and forecasting.  
ULO5 Evaluate how financial valuations inform management level business decisions.  
ULO6 Critique the performance, sustainability profit and risk of a company relative to their competitors based on financial statements.  

Topics to be included  

1. Financial statement analysis: an overview
2. Strategy analysis
3. Accounting analysis: an overview
4. Understanding income statements and balance sheets
5. Understanding stockholders’ equity
6. Understanding cash flow statements
7. The techniques of financial analysis 
8. Prospective analysis: forecasting  
9. Prospective analysis:  valuation theory and concepts
10. Inventory technicalities 
11. Mergers and acquisitions
12. Financial statement analysis: Evaluating past performances and projecting future performances, adjustments, and assessing risk 

Assessment

Assessment Description Grading and weighting
(% total mark for unit)
Indicative due week 
Assessment 1: Individual Assignment 20% 9
Assessment 2: Group Assignment 20% 12
Assessment 3: Final Exam 60% Final exam week

The assessment due weeks provided may change. Your lecturer will clarify the exact assessment requirements, including the due date, at the start of the teaching period.