FIN630 Investment and Portfolio Management Assignment No.1 Fall Semester 2012

[Vuhelper]

FIN630 Investment and Portfolio Management Assignment No.1 Fall Semester 2012


Learnin
Learning
Mr. Inve
market. H
consult v
utility of
technical
to predic
provides
popular t
At presen
KSE. Fo
2012-13.
decision
ng Objecti
g Outcome
t
e
estor – a sh
He basis his
various chart
f these chart
l analysis. T
ct future pri
much clear
these days.
nt, he is plan
or this purpo
With this p
to invest in
T
ive: An un
shown
: After goin
technical an
either as an
ort period g
s investment
ts depicting
s for an inv
he technicia
ice moveme
picture abou
nning to inv
ose, he has g
rice data, as
any of the se
Technic
derstanding
n by these ch
ng through
nalysis while
individual in
gainer alway
t decision up
the price tr
estor like hi
ans use this c
ents. Candle
ut open, high
vest an amou
gathered dai
usual - he w
elected comp
cal Ana
to draw tech
harts.
this assignm
e valuing a
nvestor or on
ys looks for
pon technica
rends in the
im, as bar ch
chart to sear
stick chart
h, low and c
unt of Rs. 0
ily prices of
will draw Ba
panies.
alysis
hnical charts
ment, the le
particular
n behalf of a
r the stocks
al analysis.
shorter peri
hart is one o
rch patterns
is an enhan
close price o
.50 million
f 3 compani
ar Chart and
s and interpr
earner would
stock or po
any investor
offering qu
For that pur
iod. He is w
of the most
in the chart
nced version
of a share. T
in few of th
ies for the 1
Candlestick
ret the trends
d be able to
ortfolio of s
company.
uick gains i
rpose, he us
well aware o
popular cha
t that can be
n of bar cha
his chart is m
he stocks list
1st quarter o
k Chart to tak
s
o use
stocks
n the
ses to
of the
arts in
used
art. It
much
ted at
of FY
ke the
Requirement:
1. Construct technical bar chart and candlestick chart using the data given in the following
tables for each of the three companies in Excel format. (6 marks)
2. Interpret these charts in respect of the trends shown therein along with the signals
depicted by these trends. (6 marks)
3. On the basis of the trends depicted in the charts constructed above, which of the company
is suitable to invest? Your advice may cover more than one company. Your decision must
be supported by a logical reason. (3 marks)
The data of daily share prices for the said quarter of three companies are as follows:
JS Bank Limited
Date Opening Closing High Low Date Opening Closing High Low
2-Jul 5-Jan 5-Jan 5.38 5.13 13-Aug 5.1 5.07 5.35 5
3-Jul 5.33 5.3 5.44 5.26 15-Aug 5.07 5.21 5.26 5.06
4-Jul 5.3 5.28 5.44 5.25 16-Aug 5.21 5.23 5.4 5.2
5-Jul 5.28 5.18 5.39 5.16 23-Aug 5.23 5.27 5.42 5.2
6-Jul 5.18 5.26 5.43 5.17 24-Aug 5.27 5.43 5.65 5.2
9-Jul 5.26 5.33 5.5 5.2 27-Aug 5.43 5.6 5.8 5.48
10-Jul 5.33 5.34 5.49 5.26 28-Aug 5.6 5.6 5.74 5.43
11-Jul 5.34 5.22 5.48 5.15 29-Aug 5.6 5.3 5.6 5.2
12-Jul 5.22 5.23 5.39 5.2 30-Aug 5.3 5.17 5.4 5.11
13-Jul 5.23 5.17 5.41 5.16 31-Aug 5.17 5.2 5.32 5.15
16-Jul 5.17 5.17 5.3 5.16 3-Sep 5.2 5.19 5.3 5.15
17-Jul 5.17 5.28 5.35 5.16 4-Sep 5.19 5.13 5.3 5.1
18-Jul 5.28 5.58 5.69 5.28 5-Sep 5.13 5.14 5.24 5.1
19-Jul 5.58 5.56 5.65 5.45 6-Sep 5.14 5.37 5.55 5.2
20-Jul 5.56 5.4 5.56 5.31 7-Sep 5.37 5.76 5.88 5.33
23-Jul 5.4 5.32 5.4 5.31 10-Sep 5.76 6.2 6.35 5.85
24-Jul 5.32 5.35 5.4 5.34 11-Sep 6.2 5.99 6.49 5.9
25-Jul 5.35 5.51 5.55 5.4 12-Sep 5.99 5.92 6.1 5.8
26-Jul 5.51 5.5 5.6 5.42 13-Sep 5.92 5.73 5.95 5.71
27-Jul 5.5 5.45 5.47 5.4 14-Sep 5.73 5.85 5.95 5.75
30-Jul 5.45 5.4 5.42 5.3 17-Sep 5.85 5.89 6.04 5.82
31-Jul 5.4 5.55 5.6 5.37 18-Sep 5.89 5.83 5.99 5.78
1-Aug 5.55 5.52 5.6 5.45 19-Sep 5.83 5.85 5.99 5.81
2-Aug 5.52 5.36 5.55 5.32 20-Sep 5.85 5.71 5.94 5.66
3-Aug 5.36 5.33 5.49 5.31 24-Sep 5.71 5.5 5.77 5.48
6-Aug 5.33 5.21 5.55 5.2 25-Sep 5.5 5.45 5.65 5.44
7-Aug 5.21 5.11 5.3 5.1 26-Sep 5.45 5.4 5.55 5.36
8-Aug 5.11 5.18 5.24 5.06 27-Sep 5.4 5.33 5.45 5.29
9-Aug 5.18 5.14 5.3 5.1 28-Sep 5.33 5.34 5.4 5.3
10-Aug 5.14 5.1 5.3 5.1
Engro Foods Limited
Date Opening Closing High Low Date Opening Closing High Low
2-Jul 64.45 65.47 66.15 65 13-Aug 68.33 68.41 70.25 68.11
3-Jul 65.47 65.08 66.8 64.9 15-Aug 68.41 68 68.85 67.65
4-Jul 65.08 64.8 66.35 64.65 16-Aug 68 67.74 68.5 67.5
5-Jul 64.8 64.85 65.35 64.6 23-Aug 67.74 68.87 69.7 68
6-Jul 64.85 67.93 68.09 64.66 24-Aug 68.87 68.01 69.45 67.85
9-Jul 67.93 70.78 71.32 67.31 27-Aug 68.01 68.05 68.95 67.61
10-Jul 70.78 73.31 73.95 71.55 28-Aug 68.05 69.08 70.19 68.25
11-Jul 73.31 73.41 73.95 71.94 29-Aug 69.08 69.22 69.7 68.77
12-Jul 73.41 69.86 74.4 69.74 30-Aug 69.22 72.65 72.68 69.5
13-Jul 69.86 66.5 70.34 66.37 31-Aug 72.65 71.75 74.6 71.3
16-Jul 66.5 69.82 69.82 66.9 3-Sep 71.75 73.05 74.99 70.9
17-Jul 69.82 67.66 72 66.51 4-Sep 73.05 74.13 75 72.81
18-Jul 67.66 69.29 69.99 66.9 5-Sep 74.13 74.11 75.5 73.8
19-Jul 69.29 69.02 71.48 68.6 6-Sep 74.11 72.28 74.75 72.06
20-Jul 69.02 67.42 69.25 66.9 7-Sep 72.28 73.18 73.9 72.48
23-Jul 67.42 67.14 67.7 66.95 10-Sep 73.18 71.66 73.75 71.5
24-Jul 67.14 66.72 67.45 66.3 11-Sep 71.66 71.6 72.45 71.5
25-Jul 66.72 67.43 68.2 66.6 12-Sep 71.6 71.79 72.3 71.65
26-Jul 67.43 68.56 69.15 67.61 13-Sep 71.79 69.47 72.4 68.65
27-Jul 68.56 69.5 69.9 68.56 14-Sep 69.47 68.96 70.14 68.75
30-Jul 69.5 70.17 70.55 69.5 17-Sep 68.96 70.98 71.25 69.1
31-Jul 70.17 70.84 71.6 70.22 18-Sep 70.98 71.4 72.49 71
1-Aug 70.84 69.7 71.39 69.5 19-Sep 71.4 71.17 71.7 70.7
2-Aug 69.7 69.2 70.55 68.7 20-Sep 71.17 70.69 72.05 70.4
3-Aug 69.2 67.32 69 67 24-Sep 70.69 70.44 71.39 70.1
6-Aug 67.32 67.2 67.99 67.01 25-Sep 70.44 70.53 71.24 70.3
7-Aug 67.2 67.36 67.99 66.8 26-Sep 70.53 70.31 71.05 70.2
8-Aug 67.36 68.94 69.35 67.1 27-Sep 70.31 70.48 70.99 70.01
9-Aug 68.94 68.82 69.7 68.65 28-Sep 70.48 70.04 70.85 69.8
10-Aug 68.82 68.33 68.75 68.15
Date
2-Jul
3-Jul
4-Jul
5-Jul
6-Jul
9-Jul
10-Jul
11-Jul
12-Jul
13-Jul
16-Jul
17-Jul
18-Jul
19-Jul
20-Jul
23-Jul
24-Jul
25-Jul
26-Jul
27-Jul
30-Jul
31-Jul
1-Aug
2-Aug
3-Aug
6-Aug
7-Aug
8-Aug
9-Aug
10-Aug
Opening C
3.24
3.4
3.57
3.6
3.58
3.66
3.71
3.83
3.92
3.82
3.71
3.7
3.74
3.79
3.93
3.88
3.8
3.8
3.9
3.89
3.9
3.82
3.87
3.92
3.94
3.75
3.58
3.68
4.49
4.27
Karach
Closing H
3.4
3.57
3.6
3.58
3.66
3.71
3.83
3.92
3.82
3.71
3.7
3.74
3.79
3.93
3.88
3.8
3.8
3.9
3.89
3.9
3.82
3.87
3.92
3.94
3.75
3.58
3.68
4.49
4.27
4.27
i Electric S
High Low
3.49
3.65
3.76 3
3.7 3
3.89 3
3.8 3
3.85 3
4.05 3
4 3
3.9 3
3.88
3.8
3.88
4 3
4.15 3
3.95 3
3.82 3
3.98
3.98 3
3.98 3
3.98 3
3.95 3
3.97 3
4.09
3.95
3.93 3
3.78 3
4.58 3
4.69 4
4.49 4
Supply Com
w Date
3.2 13-Au
3.4 15-Au
3.56 16-Au
3.51 23-Au
3.55 24-Au
3.62 27-Au
3.68 28-Au
3.81 29-Au
3.81 30-Au
3.66 31-Au
3.7 3-Se
3.7 4-Se
3.7 5-Se
3.84 6-Se
3.82 7-Se
3.78 10-Se
3.77 11-Se
3.8 12-Se
3.84 13-Se
3.86 14-Se
3.77 17-Se
3.82 18-Se
3.86 19-Se
3.9 20-Se
3.6 24-Se
3.55 25-Se
3.55 26-Se
3.79 27-Se
4.24 28-Se
4.16
mpany Limi
Opening
ug 4.27
ug 5.27
ug 6
ug 5.73
ug 6.67
ug 6.47
ug 6.19
ug 6.13
ug 6.18
ug 6.13
ep 6.09
ep 6.04
ep 6.1
ep 6.25
ep 6.49
ep 6.45
ep 7.45
ep 7.5
ep 7.18
ep 7.21
ep 7.22
ep 7.15
ep 7.76
ep 7.65
ep 6.65
ep 6.35
ep 6.57
ep 6.37
ep 6.34
ited
Closing
5.27
6
5.73
6.67
6.47
6.19
6.13
6.18
6.13
6.09
6.04
6.1
6.25
6.49
6.45
7.45
7.5
7.18
7.21
7.22
7.15
7.76
7.65
6.65
6.35
6.57
6.37
6.34
6.39
High
5.27
6.15
6.09
6.73
6.93
6.58
6.4
6.34
6.47
6.34
6.15
6.35
6.33
6.81
6.74
7.45
7.94
7.68
7.45
7.45
7.34
7.9
7.89
7.77
6.62
6.8
6.7
6.54
6.65
Low
4.36
5.44
5.66
5.57
6.35
6.14
5.95
6.07
6.1
6.02
5.94
5.84
6.1
6.34
6.39
6.43
7.42
7.11
7.15
7.15
7.11
7.2
7.62
6.65
6.23
6.38
6.3
6.28
6.3
24 hours
difficultie
dates sho
 Y
w
DEADLIN
 M
 A
FORMAT
 U
 It
 Y
 U
REFEREN
 U
Gh
RULES FO
P
 It
 T
 It
 It
extra / gra
es. This extra
ould always b
You are requir
will be graded
NE:
Make sure to
Any submissio
TTING GUIDE
Use the font s
t is advised to
You may also
Use black and
NCING GuID
Use APA styl
Google and r
ttp://linguis
OR MARKIN
Please note th
t is submitted
The file you u
t is in any for
t is cheated o
ace period af
a time should
e treated as f
red to constr
d as “zero”.
upload the so
on made via
ELINES:
style “Times
o compose y
compose yo
d blue font co
DELINES:
le for referen
read various
tics.byu.edu/
NG
hat your assig
d after the du
uploaded doe
rmat other th
or copied from
fter the due d
d only be used
final to avoid
ruct graphs in
olution file b
email after th
New Roman
your documen
our assignmen
olors only.
ncing and cit
website con
/faculty/hen
gnment will n
ue date.
es not open o
han MS-Wor
m other stud
date are usua
d to meet the
d any inconve
n Excel and
before the du
he due date w
n” or “Arial”
nt in MS-Wo
nt in Open O
tation. For g
ntaining info
nrichsenl/apa
not be graded
or is corrupt.
d or Open O
dents, interne
ally available
e emergencie
enience.
then paste th
ue date on VU
will not be ac
” and font siz
ord format.
Office forma
guidance sea
ormation for
a/APA01.htm
d or graded a
Office; e.g. Ex
et, books, jou
to overcome
es and above
hem on Ms. W
ULMS.
ccepted.
ze “12”.
at.
arch “APA r
better unde
ml
as Zero (0), if
xcel, PowerP
urnals etc.
e uploading
e mentioned
Word. Excel
reference styl
erstanding or
f:
Point, PDF e
due
l files
le” in
r visit
etc.