GUIDELINES FOR ACFINA2 TERM PAPER

Term 1, AY 2019-2020

1. The term paper is to be done in groups of not more than six (6) members.

2. Obtain the audited financial statements of a publicly-listed corporation (except those in

financial sector) for 2016, 2017 and 2018. Make sure to include the Notes to Financial
Statements.

3. Submit the names of the group members and the name of the selected company via email to
michelle.ang@dlsu.edu.ph on or before October 19, 2019.

4. Each group should have a different set of companies. In case two or more groups submit the
name of the same company, the group that submitted first will be given priority.

5. Presentation of final paper would be on Dec. 9 and 11, 2019. Submission of final paper
through email is on or before11:59pm of Dec. 13, 2019
Outline:

TITLE PAGE

TABLE OF CONTENTS

I. INTRODUCTION
OVERVIEW OF THE INDUSTRY

II. ABC CORPORATION

1. COMPANY PROFILE
1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Stockholders
1.5. Company History
1.6. Major Products and Services

2. STOCK VALUATION (3 years comparative)

2.1 Stocks issued (ordinary, preference – include authorized shares, par value and others)
2.2 Stock prices for three-year period
2.3 Analyze trends and forecast stock price using CAPM or DDM (research variables to be used
or assumptions used)

3. BOND VALUATION (3 years comparative)

3.1 Types of bonds issued

3.2 Valuation of bonds (include all important information disclosed by the company)

4. CAPITAL STRUCTURE AND DIVIDEND POLICY (3 years comparative)

4.1 Analysis and impact of leverage
6.1.1 Operating leverage
6.1.2 Financial leverage
6.1.3 Total leverage

4.2 Capital Structure

6.2.1 Capital Structure Mix
6.2.2 Implications of Capital Structure Mix

4.3 Payout Policy

6.3.1 Forms of Dividends Issued
6.3.2 Implications of Dividends Issued

III. SUMMARY, CONCLUSIONS AND RECOMMENDATIONS

IV. REFERENCES (cite sources for all information used in the paper not present in the audited
financial statements – including Notes to Financial Statements)

V. APPENDIX
Audited Financial Statements of the corporation (excluding Notes to Financial Statements)
Tabulation of ratios for period covered

Format:
1. Paper size: 8.5” x 11”
2. Margin: 1” on all sides
3. Font and Font size: Tahoma 11
4. Paragraph alignment: Justified
5. Paragraph spacing: 1.5
6. Length of written report: minimum 15 pages to maximum 30 pages, EXCLUDING cover page, tables,
figures, references and appendix
7. The cover page is shown on the next page
A Comprehensive Financial Analysis of ABC Corporation
For the Years 2016, 2017 and 2018

A Paper
Presented to the
Accountancy Department
De La Salle University

In partial fulfillment
Of the course requirements
In ACFINA2 Section ___

SUBMITTED TO:
Ms. Michelle A. Ang

SUBMITTED BY:
Surname, First Name, MI
Surname, First Name, MI
Surname, First Name, MI
Surname, First Name, MI
Surname, First Name, MI
Surname, First Name, MI

Date