Financial Models

Following are 3 financial spreadsheets that I have created individually as my university assignments.

All spreadsheets have successfully passed through the situational tests developed by my lecturers and each of them has been awarded full mark.

Information regarding the 3 spreadsheet models:

I. Each of the 3 spreadsheets has more than one tab. The functional sheet provides the overall result of the model whereas all other tabs are working tabs that show the computational processes and mathematical formulae that generate the result on the functional sheet.

II. On the functional sheet, there are yellow and blue highlighted fields. Yellow fields allow users to manipulate the input data while blue fields output the corresponding results.

III. There is no usage of VBA(macro) and hence, all computations are done solely with excel functions.

Model 1: Asset- liability matching

(click the following links to download)

Summary of model 1:

Asset- liability matching spreadsheet:

Model 2: Efficient portfolio construction

(click the following links to download)

Summary of model 2:

Efficient portfolio construction spreadsheet :

Model 3: Investor's risk behaviour (indifference pricing)

(click the following links to download)

Summary of model 3:

Investor's risk behaviour spreadsheet :

Citi Stock Pitch Challenge - Campus Final Round

In the earlier semester of year 2015, my team and I have participated in Citi Stock Pitch Challenge where
we were one of the top 15 campus finalists. In this competition, we were asked to carry out an extensive equity research on the equity of Coca- cola Amatil Ltd (ASX:CCL) then pitch to the Citibank representatives on whether to buy/ sell the equity.

Please find following our research findings.

1. Executive Summary

2. Discounted Cash Flow Valuation Model

3. Valuation Using Multiples

4. Presentation Slides (Valuation, Micro Factors, Macro Factors, Thematic Issues, Catalyst)