Financial Data Analytics: Critically Analyse, Evaluate and Forecast Stock Performance urn of three Stock listed on London Stock Exchange
This assignment requires you to evaluate stock performance during the pandemic period and forecast market performance in the post-pandemic and then use this as the basis for investment advice to your clients.
The purpose of the assignment is to test your ability to critically analyse, evaluate and forecast stock performance using publicly available information and your understanding of market efficiency and the usefulness of financial analyst reports as effective means of communication.
Your final assignment requires you to write a report evaluating stock performance and providing advice on portfolio management of three stocks on the London Stock Exchange (Listed below). You should use financial modelling techniques to analyse each stock’s performance, forecast its performance and recommend which of portfolios offers a potential investment opportunity in the post-pandemic.
Please use the following stocks to complete your coursework:
1. AstraZeneca PLC (AZN.L)
2. Tesco PLC (TSCO.L)
3. Stagecoach Group plc (SGC.L)
4. FTSE 100 (consider as the market index)
Note:
(1) some of stocks may be listed in other markets. This coursework investigates London Stock Exchange only. Please ensure you use the symbol in the bracket to get your data.
(2) Risk-free rate in this coursework is using UK government 10-year treasury rate. The historical data from 1st Feb 2017 to 1st Feb 2022 is attached as a separate Excel sheet which is uploaded in my order. Kindly use the same data for this work.
(3) In the Forecast section, you may use risk-free rate in Feb. 2022, yet to be updated when this assessment is released. Please go to this webpage and update yourself if necessary. [
The report should use fewer than 4,000 words and contain the following sections:
• Summary of findings & investment recommendation (10 marks)
• Analysis of 3 selected stocks’ performance during the pandemic (30 marks)
• Forecast 3 selected stock prices using CAPM and autoregressive model (AR Model) (20 marks)
• Evaluation of future portfolio performance using regression-based techniques (20 marks)
• Recommendations on investment strategy & portfolio management integrating with other necessary financial and technology factors considered (20 marks)
The Summary should be written only after all your findings in the other sections are complete. These findings will lead to you to form an opinion on the prospects or the shares. The summary is your story of how you came to your investment advice. [Max. 400 words]
This Assignment must have 4000 words excluding tables, figures, titles, in-text citations, charts, list of references, and Appendix. Kindly read the word document for the instruction and sample papers for an idea before start the order.
