Lab assignment 2
As the recently recruited quantitative analyst
at JP Morgan Inc. you have been provided your first task which relates to the
effective use of Factset in financial analysis.
Your task is as follows:
a watch list containing the top 20 publicly listed blue chip companies in
the US, based on market capitalization.
them into US sector classifications followed by industry classifications.
on latest dividend yield information, what can you observe regarding which
industry led in the US, assuming you restrict yourself to the list of
those 20 companies?
industry tends to have the proportionately higher number of stocks among
the top 20 selected companies?
are interested to add some stocks from the British equity market into your
portfolio as follows:
was the 12 month % change in the stock price and the YTD % change
different for the stocks in the portfolio above?
active stock from the British equity market, in the Finance sector with
the highest dividend yield over the last year.
constituents of the Consumer durables sector with dividend yield greater
7. Using a revenue
exposure breakdown from industry to sectors using the Revere Business Industry
Classification System, demonstrate clearly in which industry and sector, is
Amazon making most of its revenue.
Note: You need to show all your workings in a
word document and also on your Factset software, where applicable.