hsc adopt a business

7/31/2019 Hsc Adopt a Business

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HSC Business Studies

Teaching Resource

Adopt-a-business

Case Study - Public Company

Prepared by Stephen Chapman

Business Studies in Action HSC Course: Adopt-a-business case study tool Page 1


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HSC Business Studies

Adopt-a-business

Case Study - Public Company

Part A: The business in context

1. Business name ____________________________________________________

2. Product(s)/service(s) offered __________________________________________

___________________________________________________________________

3. Industry sector: Primary, Secondary, tertiary, Quaternary, Quinary

___________________________________________________________________

4. Country of origin ____________________________________________________

5. Head Office address _________________________________________________

6. Web address ______________________________________________________

7. Vision/mission statement ____________________________________________

___________________________________________________________________

8. Does the businesss mission statement relate to:

profit or return to shareholders? growth or expansion? customer service? employee welfare? other _________________________________________________________

(Tick appropriate response)

10. List any subsidiaries owned by the parent business _______________________


FINANCIAL PLNG. & MGT.EMPLOYEE RELATIONS

MARKETINGGLOBAL BUSINESS

MANAGINGCHANGE


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___________________________________________________________________

___________________________________________________________________

9. Provide examples of:

(a) Vertical integration _________________________________________________

___________________________________________________________________

(b) Horizontal integration _______________________________________________

___________________________________________________________________

(c) Diversification _____________________________________________________

Part B: Statistical profile

11. Number of shareholders _____________________________________________

12. Number of employees ______________________________________________

13. Countries of operation (if applicable) ___________________________________

14. Number of operational sites __________________________________________

15. Value of total assets________________________________________________

16. Current market capitalisation ___________________________ Date _________

17. Total revenue (current and previous year) ______________________________

18. Percentage change from previous year _________________________________

19. Net profit (current and previous year) __________________________________ 20. Percentage change from previous year _________________________________

21. Comment on the organisations performance over the past twelve months

(Compare the net profit from one year to the next)

___________________________________________________________________

___________________________________________________________________

22. What other measurements does the organisation use to determine itsperformance? ________________________________________________________



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23. Names of the five largest registered shareholders and the percentage of their

shareholding

Name % of shares

(i)

(ii)

(iii)

(iv)

(v)

Part C: Business management and change

24. Read the chairman/managing directors comments. Briefly comment on the main

points contained in this section __________________________________________

___________________________________________________________________

___________________________________________________________________

25. Identify future growth areas for the business ____________________________

___________________________________________________________________

___________________________________________________________________

26. Describe the make-up of the Board of Directors and the Senior Management

Team ______________________________________________________________

___________________________________________________________________

27. Describe the management style(s) adopted by the Senior Management Team

___________________________________________________________________

___________________________________________________________________

28. Draw and describe the businesss organisational structure



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29. Is the organisational structure hierarchical or flat? What eveidence did you use toanswer this question? _________________________________________________

___________________________________________________________________

30. Identify and list the sources of change in the business

Internal External

_________________________ ________________________

_________________________ ________________________

_________________________ ________________________

_________________________ ________________________

_________________________ ________________________

31. Briefly outline the businesss social responsibility and socio-economicsustainability programs ________________________________________________

___________________________________________________________________

32. Identify an area of community involvement of the business _________________

___________________________________________________________________

33. Outline the main points of the businesss Code of Conduct ________________

___________________________________________________________________



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___________________________________________________________________

34. Complete the following mind map showing the major changes that have occured

to the business during the last year. (You may need to add more pointers.)

35. Identify any threats to the organisations future performance. ________________

___________________________________________________________________

36. Briefly outline any mergers or acquisitions this business has undertaken.

___________________________________________________________________

___________________________________________________________________

Part D: Financial planning and management

Balance Sheet (Statement of financial position)

37. Total current assets ________________________________________________

38. Total non-current assets _____________________________________________

39. Total current liabilities ______________________________________________

40. Total non-current liabilities __________________________________________


Change

management

issues


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41. Calculate the current ratio

42. Comment on the liquidity of the business.______________________________

___________________________________________________________________

43. Total shareholders equity. __________________________________________

44. Explain the difference between:

(i) share capital ______________________________________________________

(ii) reserves _________________________________________________________

(iii) retained profits ____________________________________________________

45. Calculate the debt to equity ratio

46. Comment on the solvency of the business._____________________________

___________________________________________________________________ Business Studies in Action HSC Course: Adopt-a-business case study tool Page 7


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___________________________________________________________________

Profit and Loss Statement (Statement of financial performance)

47. Operating revenue (sales). ___________________________________________

48. Operating profit before income tax. ____________________________________

49. Operating profit after income tax. ______________________________________

50. Calculate the operating profit before income tax as a percentage of operating

revenue.

51. Retained profits at the end of the financial year. __________________________

52. Calculate the gross profit ratio , net profit ratio and return on owners equity .

53. Comment on the profitability of the business. ___________________________

___________________________________________________________________



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___________________________________________________________________

___________________________________________________________________

54. Final dividends paid or provided. ______________________________________

___________________________________________________________________

55. Calculate the expenses ratio and accounts receivable turnover ratio .

56. Comment on the efficiency of the compnay. ____________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

57. Name the auditors and outline their role. _______________________________

___________________________________________________________________

___________________________________________________________________ 58. Explain the purpose of the Notes to the financial statements. _______________

___________________________________________________________________

___________________________________________________________________

Part E: Marketing

59. What marketing strategies does this business implement? __________________



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___________________________________________________________________

60. Identify the differnet target markets for the businesss products.

a) primary __________________________________________________________

(b) secondary _______________________________________________________

61. What evidence can you find of new product development? _________________

___________________________________________________________________

___________________________________________________________________

62. Construct a table showing the businesss product mix width and product mix

depth .

63. Conduct a basic SWOT on the business.

Strengths Weaknesses

Opportunities Threats

64. Provide a brief summary of the businesss marketing mix. (Select one product or

service from the businesse range)



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(a) Product (s)

___________________________________________________________________

(b) Price

___________________________________________________________________

(c) Promotion

___________________________________________________________________

(d) Place

___________________________________________________________________

65. Identify any ethical issues in relations to the businesss marketing startegies.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

66. Discuss the ways in which the Annual Report and the Wesite are used as

marketing strategies __________________________________________________

___________________________________________________________________

67. List the different marketing techniques for a product used by the business.

(a) Product enhancement ______________________________________________

(b) Product differentiation ______________________________________________

(c) Product promotion _________________________________________________

(d) Product developemnt _______________________________________________

(e) Product niche focus ________________________________________________

(f) Product pricing ____________________________________________________

Part F: Employment relations

68. List the rlelevant stakeholders in the employment relations process.



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___________________________________________________________________

___________________________________________________________________

69. What human resource issue(s) does the organisation highlight?

___________________________________________________________________

___________________________________________________________________

70. What does the business write about its:

(a) OH&S responsibilities? _____________________________________________

___________________________________________________________________

(b) human resources __________________________________________________

___________________________________________________________________

71. Provide a breakdown of the company workforce according to:

(a) Gender __________________________________________________________

(b) Geographical location _______________________________________________

72. Identify and describe the key influences on employment relations.

(a) Social ___________________________________________________________

___________________________________________________________________

(b) Legal ___________________________________________________________

___________________________________________________________________

(c) Organisational behavioural __________________________________________ ___________________________________________________________________

(d) Economic________________________________________________________

___________________________________________________________________

73. Examine the businesss past industrial relations performance. _______________

___________________________________________________________________



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74. Examine the impact of the Work Choices Act 2005 on the businesss

employment relations process. ___________________________________________

___________________________________________________________________

Part G: Global Business

75. List the countries the business is exporting to and importing from? ___________

___________________________________________________________________

76. What factors will inhibit/encourage future export sales? ____________________

___________________________________________________________________

77. Describe the different methods of internatiopnal expanison the business has

used. ______________________________________________________________

78. Provide a summary of the reasons the business expanded globally.

Reasons for global expansion

79. Is there any evidence of financial risk management? If so, what types?

___________________________________________________________________

80. Provide evidence of global branding. __________________________________

81. Complete a summary of the specific influences on the businesss global activities.

Financial Political



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Legal Social/cultural

82. Identify any ethical issues in relations to the businesss global operations.

___________________________________________________________________

___________________________________________________________________

Part H: Share market analysis

83. Imagine you have $50 000 to purchase shares in your organisation. Using the

stockmarket report in a newspaper or the website for the Australian Stock Exchange

(www.asx.com.au ), complete the following database to record your transaction.

After ten weeks, sell your parcel of shares to determine your gain or loss.

Business

name

.

Buying

price

Selling

price

Parcel

(Number

of sharesbought)

Total outlay(Selling price X

parcel)

Total

receipts

(Buying priceX parcel)

Gain (+) or

loss (-)



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Week/date

$ $

$

$

$1.

50 000 50 000 02.

50 000

3.

50 000

4.

50 000

5.

50 000

6.

50 000

7.

50 000

8.

50 000

9.

50 000

10.

50 000

Total outlay week 1: $ _________________

Total receipts week 10 $ _______________ Gain or loss $ _______________________


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