Formal Report

 

Formal Report
Overview

The class will be divided into four-five person teams. Each team will be responsible for making an oral presentation to the class on investing into businesses of a selected industry. Immediately before the presentation, each team will distribute to the class an executive summary of the oral presentation. Following the presentation, the chief financial officer (i.e., your instructor) will want to examine your full written report.

Task

Research: Obtain financial statements for at least three businesses in your group’s industry. You may want to gather data from several years. Your group will select the industry (e.g. retail industry, financial industry, music industry, automotive industry, etc.). The identification and selection of businesses is left to you as a research task, as is the acquisition of necessary data. However, you may find your research (and your presentation) more interesting if you choose businesses of local interest.

Based on your research, prepare a 10-minute presentation to be given in class. Structure it as you think best, but make sure that all members of the team have some part in the presentation. Division of duties and other aspects of task management are left to your discretion.

Prepare and distribute to the class an executive summary to support your presentation. The same executive summary will precede the complete report presented to the chief financial officer. The full report should not exceed ten double-spaced, typewritten pages, exclusive of tables and figures.

Audience: Your classmates represent a rather large group of astute business people drawn from the management and the full board of directors of Bulging Pockets, Inc., a privately held corporation of undefined purpose.

Situation: Bulging Pockets projects a large cash surplus which should last for at least six years. Consequently, it is contemplating a large long-term investment in your group’s industry. Since you and your teammates are the corporation’s newest finance/accounting recruits, management has not agreed to describe to you any ulterior motives for choosing your industry; just assume they are looking for a maximum return on investment over six years.

Objectives: You will be speaking to an extremely important and influential group of executives. Your career at Bulging Pockets cannot escape being affected by the quality of your presentation. You have been asked by the president to address this group of executives with three objectives:

1. You are to convey to your audience a basic understanding of any trends, market segment, or practices which are unique to your industry. After all, they may want to consider the financial statements of businesses other than the ones you have chosen.

2. You are to present a formal report of the three businesses you selected. Your analysis should be relevant to any recommendation you present to the investors.

3. You are to recommend one of the three businesses as the best investment for the six-year time frame. Of course, it is possible that you may choose to recommend none of them.
Report:

Your Formal Report will be 5 to 10 pages in length, double-spaced with 12 size font, Times New Roman writing. All works cited/references are required to be formatted according to APA style. You have to use a minimum of 5 sources and 2 sources MUST be related industry magazines or journals. Grammar and structure will be considered in the grade. The report is due on August 10, 2015.

In business, the information provided in reports needs to be easy to find, and easy to understand. This is one reason why reports are divided into sections clearly labelled with headings and sub-headings. Technical information which would clutter the body of the report is placed in the appendix.

The structure of a report and the purpose and contents of each section is shown below.

Subject Details
Title Page
(typically 1 page) • Report title
• Your name
• Submission date
Executive Summary
(typically 1 page) • Overview of subject matter
• Method of analysis
• Findings
• Recommendations
Table of Contents
(typically 1 page) • List of numbered sections in report and their page number
Introduction
(typically 1 page) • Terms of reference (the reason and/or the purpose for which the report was developed)
• Outline of report’s structure
Body
(typically 3 to 5 pages) • Headings and sub-headings which reflect the contents of each section. Includes information on method of data collection (if applicable), the findings of the report and discussion of findings in light of theory.
• Include the following in your answer: the message, audience, channel, sender, and date.
Conclusion
(typically 1 page) • States the major inferences that can be drawn from the discussion makes recommendations
Work Cited
(typically 1 page) • List of reference material consulted during research for report

in June 2010 samsung launch their first android based cellular phone, the original galaxy s. it was a great success with the unit sold of 24 million. at the same year Samsung and Google launched their co-develop nexus s.
in 2010 stock price trading roughly at 682USD and in current they are trading at 1100USD in korea exchange

one of the reason from this success

In the company’s most recent earnings report, the company’s mobile division reported a 74 percent drop in profit from $5.7 billion to $1.65 billion. (nov 2014)
And while Samsung saw an uptick in sales [compared to the Galaxy S4] in the United States (its largest market) it saw a 50 percent decrease in China (its second largest market) and decreases in all other major markets.

marketing trend
Samsung also plans to reduce costs by “[increasing] the number of components shared across mid- to low-end models. And the company has already made efforts to introduce more premium materials in its smartphones

Samsung’s mobile division, which suffered a 74 percent profit drop from $5.7 billion to $1.65 billion( oct 30 2014)

Samsung is facing increasing pressure from Chinese OEMs like Xiaomi and Huawei, which are releasing feature-packed smartphones with budget price tags

http://www.dailytech.com/Report+Samsung+Galaxy+S5+Sales+Have+Come+in+40+Below+Projections/article36924.htm#sthash.TUCJgO50.dpuf

korean won Dec 31, 2014 Dec 31, 2013 Dec 31, 2012 Dec 31, 2011
Total Current Assets 115,146,026,000 110,760,271,000 87,269,017,000 71,502,063,000
asset 230,422,958,000 214,075,018,000 181,071,570,000 155,800,263,000
Total Current Liabilities 52,013,913,000 51,315,409,000 46,933,052,000 44,319,014,000
Total Liabilities 62,334,770,000 64,059,008,000 59,591,364,000 54,486,633,000
revenues 206,205,987 228,692,667 201,103,613 165,001,771
usd Dec 31, 2014 Dec 31, 2013 Dec 31, 2012 Dec 31, 2011
Total Current Assets 98,029,569 94295756 74296477 60873281
asset 196170585 182252766 154155281 132640553
Total Current Liabilities 44282044 43687373 39956453 37730992
Total Liabilities 53068706 54536636 50748601 46401361
revenues 175607 194756 171261 140517

http://www.bloomberg.com/research/stocks/financials/financials.asp?ticker=005930:KS

http://www.dailytech.com/Samsung+Electronics+Q3+Profit+Falls+by+60+Mobile+Division+Sees+74+Profit+Decline/article36807.htm

http://www.idc.com/prodserv/smartphone-market-share.jsp

 

 

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