[CUSTOM SOLUTION] Financial Analysis
the stocks ticker symbol (Hyatt Hotels Corporation)company is Hyatt Hotels CorporationPart 2: Security Analysis and Portfolio Performance ReportYou have $10,000 to spend on your portfolio. Assume you purchase the portfolio on February 1st, 2018. You can determine how to allocate that money between the assets in the portfolio. You must track monthly performance for three years following your purchase. (February 1, 2018 – February 1, 2021).Report Requirements:Section 1: Security AnalysisCreatea 3-6 page overview analysis for each individual security in your portfolio. Comparing your analysis of your security to 2 comparable firms and/or an industry benchmark is important, when appropriate. Items to calculate and/or discuss should include:1. Sector/Industry Overview2. Firm Specific Overviewo Important news in the time period of your portfolioo When did the highest two monthly returns occurs and when did the lowest two returns occur?? What were the returns? What was the month/year?? What news came out in that period?3. Beta Comparisono Compare to comparable firms and industry averageo Discuss what this suggestso Discuss how beta is calculatedo You dont have to actually calculate it (you can look it up on Yahoo Finance for example)4. Calculate the expected return using the CAPM modelo Compare to 2 comparable firmso Discuss what this suggestso Show how you calculated the numberso Cite your sources for inputs to the formula5. Credit Rating Analysiso Compare to 2 comparable firms (collect 3 comps if your company doesnt have a credit rating)o Discuss what these suggest and why you might observe the ratings you do6. Annual Return Over 3 Yearso Compare to 2 comparable firmso Discuss how it was calculatedo Hint: The annual return over three years is the total return to the root of 3.7. Standard Deviation Over 3 Yearso Compare to comparable firmso Discuss how it was calculatedo Hint: The standard deviation is a formula in Excel, =stdev(array), applied to the monthly returns.To get the annual stdev, multiply the monthly figure by the square root of 12.8. Alpha Over 3 yearso Compare to 2 comparable firmso Discuss what this suggestso Discuss how it was calculated9. Final summary discussion as to overall analysis of your firm and its comparable firms.Section 2: Portfolio AnalysisYou have $10,000 to spend on your portfolio. Create an equal weighted portfolio using all of the securities in your group.Compile monthly historical price data for three years for each of the investments and allocate them accordingly in the portfolio. I suggest starting with a cash value and buying shares of each security based on your allocation decision and the market price. Calculate the monthly return all the way through the history for each investment, along with the return of the whole portfolio. Items to include:1. Performance Evaluationa. How many shares of each asset did you need to buy initially to purchase an equally weightedportfolio?b. What was the value of the portfolio at the end of the holding period?c. Compare the 3 year annualized return of the portfolio to that of an appropriate benchmark.d. Discuss your findings related to the portfolio performance.Reminder: You will be graded based on how well you can present research and justify your analysis, NOT your investment performance. It is required that you cite all sources on where you collected your data.
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