UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

UNIVERSITI TUNKU ABDUL RAHMAN

FACULTY OF BUSINESS AND FINANCE

ACADEMIC YEAR 2024/2025

PROJECT INSTRUCTIONS.

Objective:

Formulate the most commonly used methods of investment evaluation to differentiate

between the various costs of capital for the firm and the applicability of the
Capital Asset Pricing Model.

Instructions:

 Form a group of 5 or 6 members and register your group with your respective
tutor representative by Week 2 (28/06/2024)

 The assignment must be submitting latest at 12 pm on 5th August 2024

(Monday of Week 8) in softcopy form.

 Standard format: Times New Roman, font size of 12, 1.5 spacing, one-inch
margins, bibliography in APA citation as per attached, and use standard cover as
per attached.

 Your report shall not exceed 18 pages (minimum page is 15). Additional pages
beyond the stated maximum will not be marked and no marks will be awarded.

 Choose FIVE (5) stocks in the SAME or RELATED sectors listed at the
Malaysian Stock Exchange (you can get the data from Refinitiv
DataStream/Yahoo Finance/Bloomberg DataStream) and extract BELOW
essential data.

 Market risk premium (latest),

 Beta (5 years’ base),
 Financial ratios (2022). (Students are NOT required to calculate the financial
ratios
- Leverage
- Profitability Ratio
- Market Ratio
(Choose only TWO (2) Sub Ratios from the main ratio listed above).

 The selected stocks should not be the same as another group. (First come first
served basis applied).
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 Hand-written assignment will not be accepted.

Topic: Stock Analysis by Capital Asset Pricing Model (CAPM)

Instructions:

a) Write an analysis of the profitability ratio, leverage, and market ratio of the FIVE
(5) stocks for the year 2022 that you have selected based on information found
on the Refinitiv DataStream/Yahoo Finance/ Bloomberg DataStream or other
relevant sources.

b) Use the CAPM formula to calculate the FIVE (5) stocks’ required rate of return
(RRR). Analyze the highest and lowest case from on the five stocks. Based on
the calculation, provide evidence and justification for your comment.

c) Comment and discuss the FIVE (5) stocks’ required rate of return for investment
decision making.

d) Next, provide overall conclusion and recommendations as which stocks

should be invested based on required rate of return and financial ratios
performance.

e) Students are advised to include the following as Appendices to their report:

(1) List of references (APA format)
(2) Tables, charts, or working to support your analysis (if any)
UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Appendix I

UNIVERSITI TUNKU ABDUL RAHMAN

FACULTY OF BUSINESS AND FINANCE
ACADEMIC YEAR: 2024/2025

JUNE 2024 TRIMESTER

UBFF 2083 FINANCIAL MANAGEMENT

UBFF 2013/2313 BUSINESS FINANCE

GROUP ASSIGNMENT COVER SHEET

Course details

Course : ___________________________________

Tutorial Group : ____________________________________

Lecturer’s Name : ____________________________________

Tutor’s Name : ___________________________________

Assignment Details

Selected Sector : ______________________________________

Stock Code : ______________________________________

Due Date : Week 8, 05/08/2024 (Monday), before 12.00 pm

to the respective tutor.

Important Note : Submission of assignment is the responsibility of the

students.

Students’ Detail

No. Name Student ID No.

1.
2.
3.
4.
5.
UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Assignment Overall Marks (50 Marks) : ____________ Marks.

UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Appendix II
UNIVERSITI TUNKU ABDUL RAHMAN

FACULTY OF BUSINESS AND FINANCE

ACADEMIC YEAR: 2024/2025

JUNE 2024 TRIMESTER

UBFF2083 FINANCIAL MANAGEMENT

UBFF2013/2313 BUSINESS FINANCE

MARKING SCHEME FOR WRITTEN ASSIGNMENT

No Assessment Marks Allocation Marks Awarded

a) Financial Ratio Analysis
- Leverage 12
- Profitability
- Market Ratios
b) Extract the relevant data and
estimate the required rate of return
(RRR).
10
-Calculate the RRR for selected
stocks.
- Analyse the highest and lowest
case 5
c) Comment and Discuss the RRR
- Explain the application of 8
RRR for investors from
findings.
d) Overall Conclusions and 10
Recommendations
e) References and Formatting 5
Total 50

Comments:
_______________________________________________________________

Name of marker: _________________________

Signature of marker: ________________ Date: ____________________

UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Appendix III
UNIVERSITI TUNKU ABDUL RAHMAN
FACULTY OF BUSINESS AND FINANCE
UBFF 2083 FINANCIAL MANAGEMENT/UBFF2013/2313 BUSINESS FINANCE
UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Appendix IV
A Simple Guide to APA Referencing

APA Referencing

The referencing format for all student assignments and research reports is
adapted from the American Psychological Association (APA) style. The following
items show how various sources of information are referenced in the
assignments or research reports.

1. Journal article with volume and issue numbers. Italicize the journal title and
volume number.
Boyle, B. A. (1997). A multi-dimensional perspective on salesperson
commitment. Journal of Business& Industrial Marketing, 12(6), 354-367.

Mowday, R. T., Steers, R. M., & Porter, L. W. (1979). The measurement of

organizational commitment. Journal of Vocational Behavior, 14, 224-227.

2. Book, two authors.

Toller, M., & Fielding, J. (1998). Global business for smaller companies. Rocklin,
CA: Prima Publishing.

3. Book, one author.

Sekaran, U. (2003). Research methods for business: A skill building approach

(4th ed.). New York: John Wiley & Sons, Inc.

4. Brochure with corporate author.

BestTemp Staffing Services. (1997). An employer’s guide to staffing services

(2nd ed.) [Brochure]. Denver: Author.

Note: when the author and publisher are identical, use the word “Author” as
the name of the publisher.

5. Brochure with a writer.

Lawrence, K. S. (1993). Guidelines for reporting and writing about people with
disabilities (4th ed.) [Brochure]. New York: Research and Training Center on
Independent Living.

6. Newspaper article, one author.

Standish, E. (1999, January 19). Global market crushes OPEC’s delicate balance
of interest. Wall Street Journal, pp. A1, A3.
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7. Newspaper article, no author:

Buying Asian supplies on the net. (1997, February 12). Los Angeles Times, pp.
D3-D4.

8. Company annual report:

Mutual Bank. (1998). Annual report. Kajang, Selangor.

9. Magazine article:
Posner, M. I. (1993, October 29). Seeing the mind. Science, 262, 673-674.

10. Book, component part (Chapter in an edited book):

Kuntz, S. (1998). Moving beyond benefits. In Randolph Jacobson (Ed.), Our

changing workforce (pp. 213-227). New York: Citadel Press.

11. Edited book:

Pennathur, A., Leong, F. T., & Schuster, K. (Eds). (1998). Style and substance of
thinking. New York: Publishers Paradise.

12. Book, no author or editor:

Merriam-Webster’s collegiate dictionary (10th ed.). (1993). Springfiield, MA;

Merriam-Webster.

13. Dissertation or thesis:

Morales, G. H. (1998). The economic pressures on industrialized nations in a

global economy. (Doctoral dissertation, University of San Diego, 1998).
Dissertation Abstracts International, 52, 5436C-5437C.

Kiren, R. S. (1997). Medical advances and quality of life. Unpublished doctoral

dissertation, Omaha State University.

Almeida, D. M. (1990). Fathers’ participation in family work: Consequences for

fathers’ stress and father-child relations. Unpublished master’s thesis, University
of Victoria, Victoria, British Columbia, Canada.

14. Unpublished paper presented at a meeting or conference:

Myers, C. (1998, August). HMOs in today’s environment. Paper presented at the

Conference on Medical Insurance Solutions, Chicago, IL.

15. Proceedings published regularly:

UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

Cynx, J., & Williams, H. (1992). Hemispheric differences in avian song

discrimination. Proceedings of the National Academy of Science, 89, 1372-1375.

16. Unpublished manuscript:

Pringle, P. S. (1991). Training and development in the ‘90s. Unpublished

manuscript, Southern Illinois University, Diamondale, IL.

17. Article from a printed magazine, reproduced online:

Norwalk, P. (1999, July 17). Training managers to help employees accept

change. Business Line. Retrieved June 17, 2001, from: http://www.busline.com/
news

Note: Do not end a path statement with a period, because any stray
punctuation in a path will hinder retrieval.

18. Article from an online magazine, no author listed:

Housing market fueled by rising consumer confidence, low rates. (2003, June
12). Builder Online. Retrieved August 11, 2004, from http://www.builder
online.com/pages/builderonline/Story.nsp?story_id
=39428052&ID=builderonline&scategory=Computers&type=news

19. Article from an online newspaper:

Zaino, J. S. (2003, June 12). Learning a little discipline. Chronicle of Higher

Education. Retrieved September 10, 2003, from http://chronicle.com/jobs/
2003/06/2003061201c.htm

20. Article from a printed journal, reproduced online:

Many articles online are the exact duplicates of their print versions. If the
electronic form is identical to the printed version, add within brackets “Electronic
version.” This allows you to omit the URL.

Bowler, D. M., & Thommen, E. (2000). Attribution of mechanical and social

causality to animated displays by children with autism [Electronic version].
Autism, 4, 147-171.

Add the URL and date of access if page numbers are not indicated. For example:

Chatterjee, S. R., & Pearson C. A. L. (2002). Trust and managerial transition:

Evidence from three small Asian economies, 9(4). Retrieved August 30, 2003,
from http://proquest.umi.com/pqdweb?did
=292172661&sid=1&Fmt =4&clientld=63520&RQT=309&VName=PQD
UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

21. Information or article from an Web site:

Heathfield, S. M. (2005). Leadership and sponsorship in action. Retrieved June

23, 2004, from http://humanresources.about.com/cs/managementissues/
a/walktalk_p.htm

Lowe, G. S., & Schellenberg, G. (2005). Employees’ basic value proposition:

Strong HR strategies must address work values. Retrieved March 5, 2005, from
http://www.hr.monster.com/ hrreporter/hrstrategies/

22. Information or article from an Web site with no author:

The state of employee satisfaction. (2004, January). Retrieved July 25, 2004,
from http://www.insightpulse.com/articles.cfm

Customer service culture and attitudes towards CRM in Europe. (2005, January).
Retrieved May 15, 2005, from http://www.crmguru.com/offers/papers/
salesforce_emeareport.pdf

23. Online information or article from an Web site with no author and no copyright or
publication date:

Employee satisfaction survey items – Sample job satisfaction survey questions

(n.d.). Retrieved February 17, 2005, from http://employee-satisfaction.
com/sample-survey-items.asp

Notes:

(a) The APA style recommends listing only those works actually cited in the text, so
you would not include works for background or for further reading in the
references.

(b) DO NOT number the entries in the Reference section. All entries must be made
in alphabetical order.

(c) References by the same author (or by the same two or more authors in the
same order) with the same publication year are arranged alphabetically by the
title (excluding A or The) that follows the date. Lowercase letters—a, b, c, and so
on—are placed immediately after the year, within the parentheses.

Examples of Reference Entry:

Kaufman, J. R. (2001a). Control of …

Kaufman, J. R. (2001b). The roles of …

(d) For Malay names:

UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

i. Enter a Malay name under the first element of his/her name unless it is known
that he/she treats another element of his/her name as a surname. In that case,
enter under the surname. For example, Sopiee is the surname and Norda is the
given name,

Sopiee, N.

ii. If an abbreviation is used for a word denoting filial relationship, i.e., b. for bin,
bt. for binti, follow the referencing style as above. For example, to reference Ali
bin Adbullah and Nawah binti Ahamd,

` Adbullah, A. Ahamd, N.

iii. If a name does not have the word denoting filial relationship and you do not
know which one is the surname, enter the name as found. For example,

Ismail Hussien

iv. Ignore the given title of honor, rank, or position. For example, to reference Haji
Abdul Majid and Dato’ Sopiee Norda,

Abdul Majid (If you don’t know which one is the surname.)
Sopiee, N. (If Sopiee is the surname.)

v. If the title of honor, rank, or position is hereditary, enter by the title fist and
follow by the names found. For example, Ungku, Syed, Nik, and Wan.

Ungku Abdul Aziz Enter as Ungku Abdul Aziz if there is no surname

or if you don’t know which one is the
surname.
Syed Hassan Ali Enter as Ali, S. H. if Ali is the surname.
Nik Safiah Nik Karim Enter as Nik Karim, N. S. if Nik Karim is the
surname.
Wan Ahmad Abdullah Enter as Abdullah, W. A, if Abdullah is the
surname.

(e) For Chinese names,

i. Enter the surname first. For example, Wong Mei Mei,

Wong, M. M.

ii. If a name contains both Chinese and non-Chinese given names, enter the
initial of non-Chinese given name before that of the Chinese given name. For
example, Johnny Chin Kai Wai and Thomas Lee Ah Beng,

Chin, J. K. W.
Lee, T. A. B.
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(f) For Indian names,

i. If the name appears as Subramaniam Periasamy and Periasamy is the

surname or family, enter as follows:

Periasamy, S.

ii. If the name appears as Subramaniam P., enter the same as follows:

Subramaniam P.

iii. If the name appears as S. Periasamy, enter the same as follows:

S. Periasamy

CITATION IN THE TEXT

1. Personal communications such as interviews, telephone conversations, e-

mails, group discussion, messages from bulletin boards (electronic or white
board), letters, and memos would not be listed in the reference list at all. Such
citations would appear in the text only. Provide the date of the personal
communication as exact as possible. For example:

Increasing the role of cable companies in the industry is high on the list of the
company, Day Cable and Communications (Georgia Stainer, personal
communication, March 2, 1999).

2. When a work has more than two authors, cite all authors the first time the
reference occurs in the text. In subsequent citations, include only the surname of
the first author followed by “et al.” (insert a period after “al”) and the year. For
example,

First citation in the text:

Williams, Smith, Bradner, and Rosen (2000) found that …

Subsequent citations in the text:

According to Williams et al. (2000) …

3. For any work with no author name (such as online article, newspaper, or
magazine article, or a chapter), cite it in the text with the first two or three words
from the title and the year of publication. Use double quotation marks around the
title and capitalize the first letter of each word. For example,

… (“Buying Asian Supplies,” 1997)

UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

4. For works with corporate authors, the names of the corporate authors are
usually spelled out each time they appear in a text citation. However, some
corporate author names can be spelled out in full when it is first cited and then
abbreviated thereafter. For example,

Cited in full for all citations in the text:

… (University of Michigan, 2003)

First citation in the text:

… (National Institute of Mental Health [NIMH], 2001)

Subsequent text citation:

… (NIMH, 2001)

5. To cite a specific part of a source as a direct quotation, indicate the page

number of the source and abbreviate the word page (p.), in addition to the
author’s name and year. For example,

“……” (Cheek & Burn, 2004, p. 332)

6. To cite two or more works within the same parentheses,

i. If the works are of the same authors in the same order, arrange them by the
year of publication.

ii. If the works are of different authors, arrange them in alphabetical order and
separate them by semicolons. For example:

… (Edeline and Wrangler, 1995, 1998)

… (Balda, 1999; Kamar, 1996; Pepper & Jones, 2000)

7. For citation of a work discussed in a secondary source, you would give the
secondary source in the reference list, and give a citation for the secondary
source in the text. For example, if McClelland’s work is cited in Coltheart’s study
and you did not read the work by McClelland, list the Coltheart’s reference in the
References. In the text, use such citation as:

McClelland’s study (as cited in Coltheart, 1993) suggests that …

Note: Refer to the official web site of APA for more information.
UBFF 2083 FINANCIAL MANAGEMENT / UBFF 2013/2313 BUSINESS FINANCE

http://www.apastyle.org

Language Explained:

CITING means formally recognizing, within your text, the resources from which
you have obtained information.

BIBIOGRAPHY is the list of sources you have used.

REFERENCE is the detailed description of the item from which you have
obtained your information and cited in the text.