Overall information Current

Price 52 week high

Tear sheet provides a 52 week low

one-page summary of
1. Analyst's tearsheet
the company with the
Beta 5 years (S&P500)
following information

Dividend yield

General information of
Shares outstanding
stock

Float Shares
2. Company profile, including a segmental analysis

Float % of O/S

Market capitalization

Political factors Enterprise value

Economic factors

3. Industry analysis (including PEST analysis)

Socio-cultural factors

Technological factors

4. Competitor's analysis, using Porter's Five Forces model

Business models
5. Discussion of the company's business model and
corporate strategy
Company Company strategy

Produce a company Merger and acquisition

analysis report
6. Analysis of key corporate events and activities (only Key corporate events
Expansionary
if these events are significant) and activities

Open new factory

7. A summary analysis of the company's financial statements

Trend analysis

1. Presentation and
Comparison with
quality of the final
8. A full financial ratio analysis, including trend analysis, industry ratios
report
comparison with industry ratios, the identification and
computation of customized industry ratios
Profitability
2. Depth of analysis of
the macroeconomic and
industry environment Other financial ratios
Efficiency
analysis

3. Quality of analysis of Liquidity

the company, its
business model, and its
strategy Financial Statement Dividend models
Criteria Requirements
Analysis

4. Competency of Multiples models

financlal statement
analysis 9. Company valuations, employing dividend models
(where appropriate), multiples models, and free cash Free cashflow model
flow model with all assumptions justified
5. Quality of equity
valuations Assume that the
company continues
Assumptions and paying dividend
6. Creditability of justifications
outlook and investment
recommendation Going concern
10. All the models assumptions should be placed in
the appendix, along with the justifications

Multistage dividend
Tab 1 model (where
appropriate)

Tab 2 Multiples models

Discount to present
Projected statements in
Free cashflow value to get the
the next 5 year
EXCEL WORKING FILES enterprise value

Profit after tax

+ Depreciation
+ Net after tax interest payments (Net after tax finance cost)
- Increase in current assets
+ Increase in current liabilities
- Increase in non-current assets at cost
Free cashflow model
Tab 3
with all assumptions

Sales bao nhiêu %

Tính ra các chỉ tiêu báo

Receivables / Sales = ? %
cáo tài chính khác nhau

COGS/ Sales = ? %

Assumptions