MMGT6016
Financial Management
Intensive, April 2024
Individual Assignment 1
Requirements
You work for JB Hi Fi (ASX code: JBH). Executive management has asked you to prepare an analysis of its most recent financial performance and position.
Using JB Hi Fi’s June 2023 full-year financial statement information and June 2022 full-year financial statement information, you need to submit a report containing the following:
1. A ratio analysis of 2022-2023 and 2021-2022 focusing on:
a. profitability
b. financial risk
c. liquidity
d. asset productivity
2. Using your analysis, evaluate and draw conclusions about JBH's s overall performance and position in 2023. In your evaluation, highlight main strengths and any areas of weakness relative to its 2022 performance and position.
3. Outline any limitations to your analysis process. Bonus:
4. Describe how JB Hi Fi could leverage one of the six shifts in the future of lending in 50 words maximum.
Assignment Submission and Due Dates
Please compile your assignment as a single PDF file and submit it using the Turnitin function on Canvas by the due date.
The deadline for online submission of this assignment is 10:59pm, 12 March 2024.
Additional Information
Include in your main text relevant tables and figures containing results of your ratio analysis.
Also include an appendix that contains a list of the ratios you used, how you defined them and the raw information (e.g., numerator and denominator) for each of the two years. Please keep other appendices to a minimum – containing supporting rather than primary information. The word limit of 1,000 words excludes appendices.
Financial information sources
You will need to refer to the JB Hi Fi website for their financial information.
https://investors.jbhifi.com.au/annual-reports/
Specifically look for the Financial Report for full year 2023 and 2022 Financial Year Annual Report.
Assessment Rubric
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Assessment Criteria
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Distinction
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Credit
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Pass
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Fail
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Application of ratio analysis
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Demonstrate very good and complete application of
financial ratio analysis and good knowledge about its uses and limitations.
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Demonstrate good
application of financial ratio analysis, although minor errors/gaps exist, and good knowledge
about its uses and limitations.
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Demonstrate correct
application of financial ratio analysis, although errors/gaps exist, and adequate knowledge
about its uses and limitations.
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Demonstrates
predominantly incorrect application of financial ratio analysis and
insufficient knowledge about its uses and
limitations.
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Use of research to support
arguments
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Utilises a diverse range of sources that provide strong support for arguments.
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Utilises a range of
sources that provide good support for
arguments.
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Utilises a minimum
number of sources that
provide some support for arguments.
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Utilises no sources to support arguments.
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Quality and depth of the analysis
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Demonstrates very good quality and in-depth critical analysis.
Shows outstanding depth of insight and well synthesised conclusions recommendations (where appropriate).
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Demonstrates good quality and in-depth critical analysis.
Shows considerable depth of conclusions and/or (where appropriate).
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Demonstrates reasonable analysis.
Shows some depth of insight and attempts to synthesise conclusions and/or recommendations
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Demonstrates basic or limited analysis,conclusions and/or recommendations (where appropriate).
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Written
communication and presentation
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The writing is clear, concise and generally free of errors. The work is well structured and presented.
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The writing is clear,
concise with limited
errors. The work is well
structured and presented.
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The writing is sound with some error. The work is
adequately structured and presented.
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The writing is unclear with frequent errors. The work is poorly structured and
presented.
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