Investment Report (Word) and Financial Model (Excel)
The world document should have the following information:
1. Executive Summary
2. Business Overview, Corporate Governance, and ESR & DEIB
3. Economy & Industry Overview and Competitive Positioning.
4. Investment Summary & Valuation
5. Financial Analysis
6. Investment Risks
7. Appendices Executive Summary
The excel file should have the following information:
1. Forecasted Financial Statements (B/S, I/S, CF/S, including at least five past years and at least five forecasted years)
2. Valuation (DCF) model with assumption tables
3. Cost of Capital (Discount rates) with assumption tables
4. Multiple (Relative methods) tables
5. Main financial ratios
6. Other working evidence to support the Word part 1. Forecasted Financial Statements (B/S, I/S, CF/S, including at least five past years and at least five forecasted years)