CENTRE FOR POST GRADUATE STUDIES

Limkokwing University of Creative Technology

MBF 2253
:
Department
:
Course Name :
Commence Date
Deadline Date
Soft Copy)
Group assignment
Group presentation
Group Number :
No of words
:
Unit Coordinator
Contact Number
E-mail
:

Modern Security Analysis

Centre for Post Graduate Studies
MBA in Finance & Banking
:
14th Nov 2011
:
12th Dec 2011 (Hard &
:
15% (12th Dec 2011 )
:
15% (12th Dec 2011
Max 3 students per group
3,000
:
Dr Steven Liew
:
+6012-9752 555
dr.liew@gmail.com

Group Assignment 1:

Learning Outcome (LO) Mapping

Task

LO
1

LO
2

LO
3

Discuss the
concepts and
techniques used for
modern security
analysis.

#1

Affective domain:
Characterisation

Evaluate securities
from the DCF,
technical, and
fundamental
methods of analysis.

#2

Analyze security
analyst as a career

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

Blooms Taxonomy
Cognitive domain:
Evaluation [High
Order of Thinking
Skills]

#4

Group
Assignment
30%

CENTRE FOR POST GRADUATE STUDIES

Limkokwing University of Creative Technology

option.

LO
4

Describe and use

basic glossary used
in security analysis.

LO
5

Identify
opportunities in the
securities trading

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

#3

#5

CENTRE FOR POST GRADUATE STUDIES

Limkokwing University of Creative Technology

Objective: Simulate to be an effective trader at Electronic

Trade Exchange (ETF) , that is to be a wise and well informed
trader.
Background: You are given some capital to trade on the
underlying option security. Show your skills , knowledge &
perspective in real life interactive on line paper trading for a
month period.
YOUR TASK: BE A TRADER USING THINKORSWIM PLATFORM FOR
EXCHANGED TRADED FUND (ETF)

1. Research into ETF gold (gld) , S&P 500 (spy), Dow Jones Industrial
Average (DIA) , Emerging markets (EEM) , why they are attractive in
these volatile markets today in USA. (500 words)
2. Evaluate the importance of set up and trade direction either bullish
(call) or bearish (put) option trading . Ensure the trade set up is above
200 daily moving average(dma) and 50 daily moving average chart (500
words)
3. Evaluate the importance of risk management profile before placing
your orders on spy, dia, gld or eem. Show your monitoring and P&L
Summary (500 words)
4. Use paper trade to evaluate your maximum profit and factor in the
spread vs the cost of trade for about a month. (500 words)
5. Critically evaluate your learning outcome after about a month of paper
trading exercises.(1000 words)
INSTRUCTION

TO

GROUP ASSIGNMENT

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

CENTRE FOR POST GRADUATE STUDIES

Limkokwing University of Creative Technology

This assignment, which carries 30 % of the total marks

for the module, is compulsory for candidates attending
the LUCT MBA programme.
The general assessment criteria are Substance,
Originality of work, Presentation, Use of illustrations /
examples, where appropriate and will be assessed
based on the illustrated grading scheme.

Independent research on the relevant topics is

necessary and students are to support their opinion(s)
with references.

In order for you to conduct an effective literature

review, a minimum number of references for the whole
report are 25 references, preferably from peerreviewed journals and articles.

Include the journals and articles as an appendix in your

individual main report.

Special consideration would be given to individual who

demonstrate an in-depth analysis of the task.

Individual who simply regurgitate their answers from

sources may risk getting a poor mark and may risk
failing the paper if outright plagiarism is detected.

The presentation format should be following the latest

version of LUCTs ASSIGNMENT AND PROJECT PAPER
GUIDEBOOK Writing and presenting the academic
assignment and project paper for Masters Degree
Students.

Groups are advised to retain a photocopy of your

course assignment.

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

CENTRE FOR POST GRADUATE STUDIES

OBJECTIVE

Limkokwing University of Creative Technology

The objective of this assignment is to appraise group students

on their capabilities of analysing the current issues faced in the
stock markets in view of the todays debt crisis in Europe & its
impact on USA & Asia Region .

EXPECTED OUTCOME
The students become familiar with the trading environment

SUBMISSION INFORMATION
Group are supposed to meet the submission deadline.
Late submissions will be subject to certain mark
deduction.
You must submit the work in accordance to the
assignment paper guidebook.

Any required time extension would be considered case

by case.
All assignments must be typed and printed out. Hand
written assignments are not acceptable.

Individual is required to place the grading scheme

immediately after the report cover sheet.

SPECIFIC INFORMATION
Utilising updated extra information is welcome.
All references must follow the Harvard referencing
system.
RULES

AND

REGULATIONS

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

CENTRE FOR POST GRADUATE STUDIES

Limkokwing University of Creative Technology

You are to complete this assignment as a group.

Do NOT let other group see your analysis

Copying from other resources is plagiarism and you

would get zero for that subject.

MARKING CRITERIA
Giving proper answers to the questions and profoundly
discussing relevant issues.
Asking appropriate and precise questions in the
interview that address major issues of the required
areas of analysis.
Proper English academic writing
presentation of the assignment.

and

the

overall

Referencing and utilising suitable resources.

The marking scheme and Examiners Comment

sheets to be attached with your report
submission behind the cover page.

MBF 2253 Modern Security Analysis MBA Major Module

November 2011

MBF2253 Modern Security Analysis Grading Scheme

(to be attached and placed behind assignment cover
paper)
DISC
USSI
ON
ARE
A

GUIDELINE
S/
MARKING
CRITERIA

Task
1

Research
ETF

WE
IG
HT
AG
E
(%
)

into 15
gold

(gld) , S&P 500

(spy),

Dow

F
<40

D
40-54

C
5569

B
70-79

A
80100

Did not
follow
the
conten
ts

State
s part
of the
conte
nts

State
conte
nts

State
conten
ts in a
concis
e
manne
r

Inadeq

Marginall Suffici

Very

Unequi

Jones
Industrial
Average
(DIA)

Emerging
markets (EEM)
, why they are
attractive
these

in

volatile

markets today
in USA. (500
words)

Task

Evaluate

the 15

Aw
ard

importance of
set

up

and

trade direction
either

bullish

(call)

or

bearish

(put)

option trading .
Ensure

the

trade set up is
above
daily

200

uate
y
ent/
good
vocal
unders demonstr Satisf under unders
tandin
ate
actor standi tandin
g&
understa
y
ng &
g and
interpr nding of under interpr interpr
etation question standi etatio etation
of task
or very
ng &
n of
of
or
basic
interp
the
task
miscon understa retati
task
ception nding of
on of
of the
the task
task
assign
ment
task

moving

average(dma)
and 50 daily
moving
average

chart

(500 words)

Task
3

Evaluate

the 20
importance of
risk
management
profile before
placing

your

orders on spy,
dia, gld or eem.
Show

your

No
eviden
ce of
followi
ng
conten
ts

Marginal
contents

Suffici Good
Very
ent/
conte
good
Satisf
nts
conten
actor
and
ts and
y
makin making
conte
g
necess
nts.
neces
ary
sary
inferen
infere
ces
nces.
and
linking
to
literatu
re
8

monitoring and

review.

P&L Summary
(500 words)

Task
4

Use paper trade 15

to
evaluate
your
maximum
profit

and

factor in the
spread vs the
cost of trade
for

about

month.

(500

words)

Task
5

Critically
evaluate your
learning
outcome after
about a month
of paper
trading
exercises.(1000

20

Insuffic
ient
researc
h/very
limited
source
s

Limited
research
on the
relevant
themes/
minimal
effort to
obtain
original
material
evident/
essay
relies on
restating
major
themes
from
sources

Suffici
ent
resea
rch is
displa
yed
on
relev
ant
them
es/evi
dence
that
origin
al
mater
ial
obtai
ned
but
little
depth

Thoro
ugh
resear
ch on
the
topic/
eviden
ce of
both
origin
al
materi
al and
good
effort
to
obtain
releva
nt
theore
tical
inform
ation

Display
broad
and indepth
researc
h of
the
topic/
origina
l
materi
al is
the
result
of in
depth
investi
gation

Poorly
Average Adeq
presen presentat uate
ted,
ion, some prese
Gross
spelling ntatio
spellin
and
n,
g and grammati satisf
gramm
cal
actor
atical
errors;
y

Good
prese
ntatio
n,
clear
and
fluent
writin

Excelle
nt
presen
tation,
well
crafted
piece
of

words)

Acad
emic
Refe
renc
ing

In text
references
and List of
references
in
accordance
to Harvard
Referencing
System

15

errors;
with
com
g of
No
some
mand report
idea of structural
of
structu problem langu
re/no
exists
age
eviden
and
ce of
some
structu
evide
re
nce of
struct
ure

work;
well
constr
ucted
report

Incorre
Basic
ct/limit
level of
ed
academic
referen referenci
cing
ng

Excelle
nt and
correct
referen
cing
throug
hout
the
assign
ment

Satisf
actor
y
level
of
refere
ncing
howe
ver
incon
sisten
cies
in
refere
ncing
still
exist

good
refere
ncing

Total 10
0

10