115020 Accounting Fundamentals Assessment 2026 | Massey University Of New Zealand

Weighting:

40%(comprised of 2 sections:Part 1(10%)+Part 2 (30%))

Length:

800 words (Part 2 only)

Task Description:

Obtain a copy of the two most recent Annual Reports of EITHER The Warehouse Group OR Hallenstein Glasson Holdings Limited.Complete a  financial statement analysis for your chosen company and prepare an analysis based on the questions below.

(Alternatively,your teacher may provide you any two public listed companies’Annual Reports in PDF format,downloadable from Stream).

The Warehouse Group Limited WHS–NZX,New Zealand‘s Exchange

Hallenstein Glasson Holdings Limited HLG-NZX,New Zealand’s Exchange

Part 1(10%Weighting)

For your chosen company,calculate the following ratios for the 2 most recent years,following these steps:

1.List relevant data as a balance sheet,separating current and non-current assets and liabilities.

2.Show your ratios in a table with the formula used for calculations (NOTE:For some companies,it may not be possible to complete all of these calculations,but a minimum of 5 ratios from the following list should be provided)

The possible ratios to be calculated are: Liquidity Ratios:

Current ratio

Quick ratio

Profitability Ratios:

Gross profit margin

Net profit margin

Return on assets

Return on ordinary shareholders’equity

Solvency Ratio:

Debt to equity

Part 2(30%weighting)

Use the above ratios to carry out a ratio analysis of the company in the following areas and make a recommendation of whether the company would be a good investment based on your analysis.This part of the assessment should be written in the form of an 800 word report consisting of the following sections (NOTE:Depending on the ratios which were calculated in Part 1,your report may have fewer sections than this):

• Introduction
• Liquidity Analysis
• Profitability Analysis
• Long-term solvency Analysis
• Final Recommendations-This should be a summary of your comments on the above analyses and a recommendation of whether to invest in this company or not.

Learning

Outcomes for this Task:

LO4 Perform. analytical evaluations using data such as basic financial

statement analysis,break-even analyses,future value of money, investment evaluations,and payback periods.

Formatting:

All assignments should be word processed,have a title and page numbers. Font size should be 12,with 1.5 line spacing.Write your name,student number,and teacher’s name clearly on each page.Your submission must be in .doc format (i.e.not a PDF).

Draft:

You must submit a draft prior to submitting the final version for assessment at a time specified by your teacher(s).

You will be expected to take any feedback of your draft into account and put these suggestions into action on your final submission.

Assessment Criteria:

To see the details of the assessment criteria,please see end of this document

Academic Misconduct:

Any form. of academic misconduct is taken very seriously.

Work found to be plagiarised,ghost–written,collaborated on will be

penalised.Depending on the severity of the misconduct,a mark of zero

may be given for the assessment.Please see your teacher for guidance on avoiding academic misconduct.

Submission:

Both the draft and the final writing is to be submitted via your class Stream page via Turnitin.If you are unsure of how to do this,please ask to your teacher(s)before the due date.

Marks will be awarded for submissions that are made on time.You will not receive these marks if your assessment is submitted late.

Special

Consideration:

lf you are unwell or there is another compelling or compassionate reason  that affects your assessment or your ability to submit it on time,you may apply for special consideration.