INVESTMENT ANALYSIS

2500 words

ASSIGNMENT QUESTION

PURPOSE
The purpose of this assignment is to enhance learners’ skills in analysing risk and return
of stock investment.

REQUIREMENT
Choose TWO companies that have been listed in the property sector of the Main
Market of Bursa Malaysia for at least five years. Find the companies’ yearly closing
stock prices from 2016 to 2020. Analyse and compare the companies’ stock risk and
return.

The assignment should highlight the following aspects:

 Introduction of the property sector in Malaysia;

 Introduction of the two chosen companies;
 Computation of the stock yearly return, average return and standard
deviation for the 5-year period for each company (i.e. First Company);
 Computation of the stock yearly return, average return and standard
deviation for the 5-year period for each company (i.e. Second Company);
 Evaluation of the return and risk associated with stocks ‘First Company’ and
‘Second Company’;
 Recommendations with regard to stocks ‘First Company’ and ‘Second
Company’; and

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 Conclusion.

[Total: 60 marks]

2
 ATTACHMENT
ASSIGNMENT RUBRICS
BBAP4103 INVESTMENT ANALYSIS /MAY 2021
Excellent/ Good/ Fair/ Poor/ Unsatisfactory/
*QN/ Criteria/ Weight/ Cemerlang Baik Sederhana Lemah Tidak memuaskan Max
CLO
*NS Kriteria Pemberat Marks
4 3 2 1 0
Introduction of the property sector in Clear and detailed Clear introduction Clear but brief Vague introduction No introduction was
Malaysia introduction which which covers the introduction which which covers the given.
covers the development and covers the development and
development and growth of the development and growth of the
growth of the property sector in growth of the property sector in
property sector in Malaysia. property sector in Malaysia.
Malaysia. Malaysia.
1 1 2 8
Pengenalan mengenai sektor hartanah di Pengenalan yang jelas Pengenalan yang jelas Pengenalan yang jelas Pengenalan yang Tiada pengenalan
Malaysia dan terperinci yang yang meliputi tetapi ringkas yang kabur yang meliputi diberikan.
meliputi perkembangan dan meliputi perkembangan dan
perkembangan dan pertumbuhan sektor perkembangan dan pertumbuhan sektor
pertumbuhan sektor hartanah di Malaysia. pertumbuhan sektor hartanah di
hartanah di Malaysia. hartanah di Malaysia. Malaysia.

1 1 Introduction of the chosen companies 2 Clear and detailed Clear introduction of Clear but brief Vague introduction No introduction was 8
introduction of the the companies that introduction of the of the companies given.
companies which covers the companies that that covers the
covers the companies’ names, covers the companies’ names,
companies’ names, establishment year companies’ names, establishment year
establishment year and business establishment year and business
and business activities. and business activities.
activities. Relevant and activities. No financial
Relevant and adequate financial Relevant and highlights were
adequate financial highlights were adequate financial given.
highlights were given. highlights were
given. given.

Pengenalan mengenai syarikat-syarikat Pengenalan yang jelas Pengenalan yang jelas Pengenalan yang jelas Pengenalan yang Tiada pengenalan
yang dipilih dan terperinci mengenai syarikat- tetapi ringkas kabur mengenai diberikan.
mengenai syarikat- syarikat yang meliputi mengenai syarikat- syarikat-syarikat
syarikat yang meliputi nama syarikat, tahun syarikat yang meliputi yang meliputi nama
nama syarikat, tahun ditubuhkan dan nama syarikat, tahun syarikat, tahun
1
 ditubuhkan dan aktiviti-aktiviti ditubuhkan dan ditubuhkan dan
aktiviti-aktiviti perniagaan. aktiviti-aktiviti aktiviti-aktiviti
perniagaan. Sorotan kewangan perniagaan. perniagaan.
Sorotan kewangan yang relevan dan Sorotan kewangan Tiada sorotan
yang relevan dan mencukupi telah yang relevan dan kewangan diberikan.
mencukupi telah diberikan. mencukupi telah
diberikan. diberikan.

Computation of the stock yearly return, Able to compute all Able to compute two Able to compute any Unable to compute No computation
average return and standard deviation for of the following of the following one of the following the following was provided.
the 5-year period correctly: correctly: correctly: correctly:
(First company)  yearly return  yearly return  yearly return  yearly return
(Stock price can be obtained from  average return  average return  average return  average return
https://www.bursamalaysia.com/market  standard  standard  standard  standard
_information/equities_prices deviation deviation deviation deviation

Detailed workings Adequate workings Adequate workings Attempted and

were provided. were provided. were provided. workings were
provided.
1 3 3 12
Pengiraan pulangan tahunan, pulangan Dapat mengira semua Dapat mengira dua Dapat mengira salah Tidak dapat mengira Tiada pengiraan
purata dan sisihan piawai saham untuk yang berikut dengan daripada berikut satu daripada berikut yang berikut dengan diberikan.
tempoh 5 tahun yang berkenaan betul: dengan betul: dengan betul: betul:
(Syarikat pertama)  pulangan  pulangan  pulangan  pulangan
(Harga saham boleh diperoleh daripada tahunan tahunan tahunan tahunan
https://www.bursamalaysia.com/market_i  pulangan purata  pulangan purata  pulangan purata  pulangan
nformation/equities_prices  sisihan piawai  sisihan piawai  sisihan piawai purata
 sisihan piawai

Jalan kerja yang Jalan kerja yang Jalan kerja yang Telah mencuba dan
terperinci diberikan. mencukupi diberikan. mencukupi diberikan. jalan kerja diberikan.

1 3 Computation of the stock yearly return, 3 Able to compute all Able to compute two Able to compute any Unable to compute No computation 12
average return and standard deviation for of the following of the following one of the following the following was provided.
the 5-year period correctly: correctly: correctly: correctly:
(Second company)  yearly return  yearly return  yearly return  yearly return
(Stock price can be obtained from  average return  average return  average return  average return
https://www.bursamalaysia.com/market  standard  standard  standard  standard
_information/equities_prices deviation deviation deviation deviation

2
 Detailed workings Adequate workings Adequate workings Attempted and
were provided. were provided. were provided. workings were
provided.

Pengiraan pulangan tahunan, pulangan Dapat mengira semua Dapat mengira dua Dapat mengira salah Tidak dapat mengira Tiada pengiraan
purata dan sisihan piawai saham untuk yang berikut dengan daripada berikut satu daripada berikut yang berikut dengan diberikan.
tempoh 5 tahun yang berkenaan betul: dengan betul: dengan betul: betul:
(Syarikat kedua)  pulangan  pulangan  pulangan  pulangan
(Harga saham boleh diperoleh daripada tahunan tahunan tahunan tahunan
https://www.bursamalaysia.com/market_i  pulangan purata  pulangan purata  pulangan purata  pulangan
nformation/equities_prices  sisihan piawai  sisihan piawai  sisihan piawai purata
 sisihan piawai

Jalan kerja yang Jalan kerja yang Jalan kerja yang Telah mencuba dan
terperinci diberikan. mencukupi diberikan. mencukupi diberikan. jalan kerja diberikan.

1 3 Evaluation of the return and risk 2.5 Clear and detailed Clear and adequate Clear but inadequate Vague evaluation of No evaluation was 10
associated with the two stocks evaluation of the two evaluation of the two evaluation of the two the two stocks. given.
stocks. stocks. stocks. Unable to compare
Able to compare the Able to compare the Able to compare the the risk and return
risk and return of the risk and return of the risk and return of the of the two stocks.
two stocks. two stocks. two stocks. Unable to identify
Able to identify the Able to identify the Able to identify the the company that
company that had company that had company that had had better stock
better stock better stock better stock performance.
performance. performance. performance.

Penilaian pulangan dan risiko yang Penilaian yang jelas Penilaian yang jelas Penilaian yang jelas Penilaian yang kabur Tiada penilaian
berkaitan dengan dua saham berkenaan dan terperinci untuk dan mencukupi untuk tetapi tidak untuk kedua-dua diberikan.
kedua-dua saham kedua-dua saham mencukupi untuk saham berkenaan.
berkenaan. berkenaan. kedua-dua saham Tidak dapat
Dapat Dapat berkenaan. membandingkan
membandingkan membandingkan Dapat risiko dan pulangan
risiko dan pulangan risiko dan pulangan membandingkan kedua-dua saham
kedua-dua saham kedua-dua saham risiko dan pulangan berkenaan.
berkenaan. berkenaan. kedua-dua saham Tidak dapat
Dapat mengenal pasti Dapat mengenal pasti berkenaan. mengenal pasti
syarikat yang syarikat yang Dapat mengenal pasti syarikat yang

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 mempunyai prestasi mempunyai prestasisyarikat yang mempunyai prestasi
saham yang lebih saham yang lebih mempunyai prestasi saham yang lebih
baik. baik. saham yang lebih baik.
baik.
Recommendations with regard to the two Clear and detailed Clear and adequate Clear but inadequate Vague No
stocks recommendations (to recommendations (to recommendations (to recommendations recommendation
potential investors) potential investors) potential investors) (to potential was given.
with regard to the with regard to the with regard to the investors) with
two stocks. two stocks. two stocks. regard to the two
stocks.

Cadangan-cadangan berkenaan dengan Cadangan-cadangan Cadangan-cadangan Cadangan-cadangan Cadangan-cadangan Tiada cadangan

1 3 1.5 6
dua saham berkenaan (kepada bakal (kepada bakal (kepada bakal (kepada bakal diberikan.
pelabur-pelabur) pelabur-pelabur) pelabur-pelabur) pelabur-pelabur)
yang jelas dan yang jelas dan yang jelas tetapi tidak yang kurang jelas
terperinci berkenaan mencukupi mencukupi berkenaan dengan
dengan dua saham berkenaan dengan berkenaan dengan dua saham
berkenaan. dua saham dua saham berkenaan.
berkenaan. berkenaan.

Conclusion Clear and well Clear conclusion. Fairly clear Vague conclusion. No conclusion was
justified conclusion. Most relevant key conclusion. Irrelevant points given.
All relevant key points were clearly Some relevant key were highlighted.
points were clearly highlighted and points were
highlighted and written in a coherent highlighted, but
written in a coherent manner. written in an
manner. incoherent manner.

1 1 Kesimpulan 1 Kesimpulan yang jelas Kesimpulan yang Kesimpulan yang agak Kesimpulan yang Tiada kesimpulan 4
dan dijustifikasi jelas. jelas. kabur. diberikan.
dengan baik. Kebanyakan perkara Beberapa perkara Perkara-perkara
Semua perkara utama utama yang relevan utama yang relevan yang diberikan
yang relevan diberikan penekanan diberikan penekanan, penekanan adalah
diberikan penekanan dengan jelas dan tetapi ditulis secara tidak relevan.
dengan jelas dan ditulis secara tidak tersusun.
ditulis secara tersusun.
tersusun.
Total 15 60
*QN = Question Number / *NS = Nombor Soalan