Home | Log in | Join Now! | Blog | Contact    Subscribe to the InvestEd Forum feed (new threads) via RSS
InvestEd :: Wealth Education for Australian Investors

Notices

Investment Planning AS3001 Assignment

 
LinkBack Thread Tools
Old 21-07-2011, 06:50 PM   #31
JS
Member
 
Posts: 4
Join Date: Jul 2011
Location: sydney
Advice appreciated

Quote:
Originally Posted by H.yawai View Post
Hi Jas,

i have emailed you my assignment. hope this helps.
Just wondering if you could give me the same help by sending your answers as I have finished but not at all confident with some of my calculations other then that I think Im on the right track. Would really appreciate your help but if not I understand.
johnny2011-@hotmail.com
Thanks
JS is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 25-07-2011, 10:05 AM   #32
Tia
Member
 
Posts: 4
Join Date: Dec 2010
Location: Sydney
Quote:
Originally Posted by JS View Post
Just wondering if you could give me the same help by sending your answers as I have finished but not at all confident with some of my calculations other then that I think Im on the right track. Would really appreciate your help but if not I understand.
johnny2011-@hotmail.com
Thanks
Hi

if anyone has passed the investment planning assignment and can help me with Q3 & Q5 to use as a reference while completing mine, i would be too happy.

My email id is sixsept08@yahoo.com.au

Thanks
Tia is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 26-07-2011, 03:03 PM   #33
Member
 
Posts: 16
Join Date: Jun 2011
Location: cairns
Quote:
Originally Posted by Jess126 View Post
Hi there,

I was just wondering if anyone has completed Q3 iii).

If so would you be able to provide me with some help or point me i the right direction of the course notes to find the answer.

Thanks
Hi Jess, This is how I worked it out and have checked with the marker it is correct: -

Market valuation = Future Earnings divided by discount rate
Market valuation = $50million / 0.12
Market valuation = $416,666,667

Valuation per share = market valuation / number of shares

Valuation per share = $416.67million / 100million

Valuation per share = $4.17

I am having trouble with question 3A this is what I have but app is incorrect.. what answers did you get and formula??

Isabella’s rental properties: -

Cash Flows Less Expense Notes
1 July – Purchase (480,000) (Year 1) 24,960 Year 1 -4,295 Year 2 Rental Included add 3%
Interest only loan of 350,000 (Year 2) 25,709 Year 2 -4,402 cash exp + 2.5%
Sale in (Year 3) 575,000 (Year 3) 26,352 (Year 3) -4,490 (Year 3) rent inc + 2.5%
Discount rate 7.50% cash exp + 2.0%
Interest Rate 7.20%


Chart Purchase cash flows expenses total sale
-480,000 So she waled away with
Year 1 24,960 -4,295 20,665
Year 2 25,709 -4,402 21,307 575,000 sale price
Year 3 26,352 -4,490 21,862 575,000 -480,000… price
total: - $77,021 -$13,187 = $63,834
Future amount of cash flows after expenses
$158,834 Profit
PV= $158,834 Please check formula and calculation.
NPV= for this one, the equation is as follows
The PV= $158,834 (your profit) at your given discount rate of 7.5%
So, Rt / (1+i) T
OR
158,834 / (1+0.075) to the 3rd power

Also, DCF is a projection of future incomes. It is used to evaluate the highest paying lowest risk assessments’ of investments. It does this through tracking all future cash profit to a current date to assess if it meets the desired rate of return ROI
IRR Not provided


Your help or anyones help would be appricated!!
Vlina is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 04-08-2011, 05:07 PM   #34
Member
 
Posts: 6
Join Date: Aug 2011
Location: Brisbane
Smile Investment Planning Q.3b

Hi Vlina,

Just wondering if could share your all calculations on IP Q.3b about the Suncorp shares? Below are my calculations
i)
Earnings per share = Net profit available for ordinary shareholders ÷ number of ordinary shares issued
Earnings per share (EPS) = 364,000,000 ÷ 1,262,600,000
EPS = .29
P/E Ratio = Current Market Price ÷ Earnings per share
P/E = $8.50 ÷ .29 = 29.31
ii)
P/E ratio $8.5 ÷ .618 = 13.75
364,000,000 x 12.33 = 4.488 billion
Fair Price=3.56

Any help would be much appreciated
Stumped is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 04-08-2011, 07:30 PM   #35
Member
 
Posts: 16
Join Date: Jun 2011
Location: cairns
Quote:
Originally Posted by Stumped View Post
Hi Vlina,

Just wondering if could share your all calculations on IP Q.3b about the Suncorp shares? Below are my calculations
i)
Earnings per share = Net profit available for ordinary shareholders ÷ number of ordinary shares issued
Earnings per share (EPS) = 364,000,000 ÷ 1,262,600,000
EPS = .29
P/E Ratio = Current Market Price ÷ Earnings per share
P/E = $8.50 ÷ .29 = 29.31
ii)
P/E ratio $8.5 ÷ .618 = 13.75
364,000,000 x 12.33 = 4.488 billion
Fair Price=3.56

Any help would be much appreciated

These are my calculations..... Have you started question 5 yet?? I am a little stuck on how to pull it all together?? Hope this helps!!


b) Isabella owns 1,200 Suncorp shares that she received when the company purchased Promina in 2007. Suncorp has reported net profit after tax available to shareholders (NPAT) of $364 million with 1,262.6 million shares on issue. Assume its market price is $8.50.
i) Calculate the price/earnings ratio for Suncorp based on its reported NPAT and stated market price (to one decimal place). Please provide formulas used and all workings.
EPS = Net profit available for ordinary shareholders
Number of ordinary shares issued
$364 000 000 / 1 262 600 000 = $0.29
P/E ratio = Price per Share
Annual earnings per share
$8.50 / $0.29 = $29.31

ii) Isabella has received investment research from an equities broker that forecasts SUN’s EPS for the coming financial year to be $0.618 per share. The current industry average P/E ratio is 12.33 times. Calculate SUN’s fair price based on the earnings forecast. Please provide formula used and all workings.
FPS = $0.618 X 12.33 = $7.62
Vlina is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 05-08-2011, 12:26 PM   #36
Member
 
Posts: 6
Join Date: Aug 2011
Location: Brisbane
Investment Planning Q.5

Hi Vlina,

No i haven't got to question five yet but happy to help when i do. I have completed FFP and RM so if you need help with any of these let me know.

Cheers
Steve
Stumped is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 15-08-2011, 04:44 PM   #37
Member
 
Posts: 3
Join Date: Aug 2011
Location: Qld
Hey any chance someone can advise what figure they added either the $480k or $575k for their IRR?

Thanks

Or how they manually worked it out cause i can do it on the caculator but doesnt want to work manually.
BabyAngel is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 16-08-2011, 04:37 PM   #38
Member
 
Posts: 6
Join Date: Aug 2011
Location: Brisbane
Hi BabyAngel,

You essentially have to arrive at the IRR through a process of elimination until your achieve a value equivalent to the present. I should point out that i have not received my assignment back yet though!! hope i am right.

IRR Calculation
PV = 20665÷1+.104 + 21306÷(1+.104)2 + 596862÷(1+.104)3
= $479,774.66
=10.4% or .104 expressed as a decimal.

Cheers
Stumped
Stumped is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 18-08-2011, 11:22 AM   #39
Member
 
Posts: 8
Join Date: Jun 2011
Location: Sydney
Please dont contact

HI ITS KATIE,

I NO LONGER WORK IN FINANCE AND AM NO LONGER STUFYING DFP.

PLEASE DO NOT WRITE TO MY EMAIL:

kasia2010syd@gmail.com

I THREW OUT ALL MY ASSIGNMENTS IN THE BIN.

Thank You


Quote:
Originally Posted by KATIE88 View Post
Hi everyone,

Im heaps confused with question 3 of the Investment Planning Assignment.

Version: AS 3001.

I don't work in finance and need some help.

Please email me your answer; kasia2010syd@gmail.com

Much appreciated,

Katie
KATIE88 is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Old 18-08-2011, 11:33 PM   #40
Member
 
Posts: 10
Join Date: Dec 2010
Location: perth WA
kaplan AS3001 investment planning

Hi guys......... again!!

i have submitted the assignment and still havent hit the mark with questions 3 and 5.if anyone can send through some answers so i can get an idea of what im doing wrong,that would be great

This is the grace yeung assignment

thanks all for your help

jlindsay100@gmail.com
jasperth is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Reply

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
KAPLAN - Investment Planning 1 assignment - Qst 3 -(Looking for Confirmation - 2 yrs) chels84 RG146 (PS146) Study Group 6 12-11-2012 02:57 PM
No. pgs on Investment Planning assignment plan RG146 (PS146) Study Group 3 19-08-2011 03:02 PM
Just passed my Investment Planning assignment johnluo721 RG146 (PS146) Study Group 14 06-09-2010 08:05 AM


All times are GMT +10. The time now is 08:58 PM.

Copyright © 2006 Investor Education Pty Ltd (ACN 114 677 226)
Site by Hampel Group