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MBA403 | Investor Report Assessment 3 | Economic

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You need to choose a company that is currently listed on the ASX.

You are required to write a report interpreting the Australian company’s most recent annual report. This report will need to be written for a potential investor.

You will also be required to source additional information about the company’s performance, for example, via credible articles that discuss the management of the company.

Please note that where the annual report may have both group and parent company financial statements, you should use the group financial statements.

It is important that you refer to financial analysis measures in your report. See “Workbook: The Tools we use” file which can be found in Supplementary Resources at the bottom of the subject resources page on the portal. This provides further elaboration and for examples of analysis measures that you can use. These can be selected from any analysis measures stated in the annual report and/or your own calculations based on financial statements in the annual report or those provided to you by your workshop leader. It is important to source financial information relevant to your stakeholder.

Relevant non-financial topics are outlined in Resource B below.

It is expected that the language and structure of your report will reflect its formal nature and the preference of the potential shareholder. Please use Resource A below as a guide.

Resource A – Financial Analysis Report content

Executive summary

The executive summary is usually no longer than 10% of the original document.

Provides a background of the company you have chosen, their main activities and the purpose of the report


This in generally in the form of a table that shows the key measures and data you have extracted from the annual report.

A brief commentary describes significant changes in the financial results Interpretation

Explains the causes of the changes in clusters (profitability, liquidity, cash management, market (relevant financial information),

Non-financial information is also brought into this section. The non-financial information should come from a wider range of sources beyond the company’s own publications.

Provides information about the company’s business activities during the year and the financial implications of these. Identify business/economic causes for the trends in financial results.

Link these individual aspects together to give an overall picture of the company’s situation relevant to the needs of the stakeholder.


Make a recommendation to the stakeholder tailored towards their specific needs. For example, if the report is for a potential shareholder, the recommendation should include a market analysis. If the report is for a potential employee, the recommendation should include specific details of staff relocations, redundancies or changes in the recent past.

Include information from commentaries in the company’s annual report or refer to events with wider economic implications such as natural disasters, economic downturns, changes in government policy, inflation, or exchange rate movements.

Justify your recommendation by explaining how it will meet the needs of the stakeholder.

In your report and recommendation, identify assumptions you have made and limitations, for example, items in the accounts or auditor’s report that you do not completely understand due to their complex technical nature.

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