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financial analysis report requirement analyze the financial statement of binh thanh import export production trade jsc

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Tiêu đề Financial Analysis Report: Analyze the financial statement of Binh Thanh Import-Export Production & Trade JSC
Tác giả Trần Thị Thuỳ Linh
Người hướng dẫn PTS. Nguyễn Thúc Hương Giang
Trường học Hanoi University of Science and Technology
Chuyên ngành Corporate Finance
Thể loại Course Assignment
Năm xuất bản 2023
Thành phố Hà Nội
Định dạng
Số trang 34
Dung lượng 2,6 MB

Cấu trúc

  • PART 1: OVERVIEW OF BINH THANH IMPORT – EXPORT (4)
    • 1.1. General introduction (4)
    • 1.2. Business sectors and services (4)
    • 1.3. Authorized capital (5)
  • PART 2: FINANCIAL ANALYSIS (6)
    • 2.1. Horizontal analysis (6)
    • 2.2. Vertical analysis (0)
    • 2.3. General analysis of the financial situation of the enterprise (21)
  • PART 3: FINANCIAL INDEX ANALYSIS (21)
    • 3.1. Paying indicators analysis (21)
    • 3.2. Performance analysis (24)
    • 3.3. Profitability and capital use (27)
  • PART 4: DUPONT ANALYSIS (31)
  • PART 5: CONCLUSION (33)

Nội dung

By reducing cash holdings and increasing short-termfinancial investments, the company aims to optimize its liquidityposition while seeking higher returns on its available funds.Then, sho

OVERVIEW OF BINH THANH IMPORT – EXPORT

General introduction

Since its establishment in 1982, Gilimex has been going through over 40 years of continuous innovation and development The company has achieved outstanding success in revenue and export growth, affirming its leading position in manufacturing garment products in Vietnam.

In 2002, the listing of Gilimex on the Ho Chi Minh Stock Exchange with the stock code GIL has confirmed the successful business performance of the company which resulted utterly from the collective development staff efforts, the acumen of an innovative spirit, and the creativity in product diversification.

With 15 subsidiaries and 02 strategic affiliates, along with a team of more than 5,000 highly skilled workers, Gilimex is confident to have the facilities and production capacity to fully meet the requirements and commitments of both domestic and foreign partners on processing time, product quality, product development as well as coordination of production and business activities.

Business sectors and services

Producing, processing, and exporting agricultural, forestry, aquatic products, handicrafts, garments, leather goods, rubber, grains, food, equipment,machinery, various building materials, and other products Import of machinery,equipment, raw materials, supplies, transportation vehicles, consumer goods,electrical and electronic appliances, commercial services, pawnshop services,construction, interior decoration, land reclamation, real estate business,investment cooperation in the tourism sector, restaurants, and hotels.

The company has successfully improved its quality-focused management system, adhering to the international standard ISO 9001:2015 This has built the company’s reputation and gained customer trust The company has secured valuable and long-term contracts, leading to promising development prospects.

It has expanded into the European, Taiwanese, and Japanese markets, and has established partnerships with reputable global customers such as IKEA PTELTD from Sweden and Goshoku from Japan.

Authorized capital

The predecessor of Binh Thanh Production, Trading, Import, and Export Company (GILIMEX) was a state-owned enterprise under the administration of the People’s Committee of Ho Chi Minh City, which underwent equitization according to Decision No 134/2000/QD-TTg issued by the Government on 24/11/2000, regarding the transformation of Binh Thanh Production, Trading, Import, and Export Company into Binh Thanh Import – Export Production and Trading Joint Stock Company

According to the first-time business registration certificate No.4103000253 issued on 29/12/2000, and the 24th amendment to the business registration certificate No.030218166 issued on 17/11/2022, by the Ho Chi Minh Department of Planning and Investment.

The charter capital of the company as stated in the business registration certificate is 690.000.000.000 VND.

The contributed capital of the company on 31/12/2022 is 690.000.000.000 VND.

FINANCIAL ANALYSIS

Horizontal analysis

BALANCE SHEET HORIZONTAL ANALYSIS (million VND)

VND million VND % million VND %

II Short-term financial investments

255.624 73.723 39,75 (3.561) -1,37 III Long-term assets in progress

IV Long-term financial investments

VND million VND % million VND %

First, in terms of current assets, there was a significant increase in 2021, reaching 45.94%, equivalent to 992,507 million VND compared to 2020.

However, in 2022, the short-term assets decreased to only 10.76%, equivalent to 339,402 million VND Specifically, it can be detailed as follows:

In 2021, cash and cash equivalents increased by over 175 billion VND, representing a growth of approximately 30% compared to 2020 Short-term financial investments also increased by over 120 billion VND, reflecting a growth of more than 24% compared to 2020 This increase in cash and cash equivalents, along with short- term financial investments, reflects the company’s ỉmproved liquidity and ability to generate short-term returns on its excess funds It suggests that the company may have experienced positive cash flows, increased profitability, or successful investment activities in the short-term financial market

On the other hand, in 2022, cash and cash equivalents experienced a significant decrease of -1.02%, equivalent to a reduction of nearly 300 million VND compared to 2021.

The short-term financial investments in 2022 increased by 108.10%, equivalent to nearly 520 billion VND Meanwhile, cash and cash equivalents decreased This indicates that the company has utilized its available cash for various purposes such as investing in short-term financial instruments or funding operational activities By reducing cash holdings and increasing short-term financial investments, the company aims to optimize its liquidity position while seeking higher returns on its available funds.

Then, short-term receivables in 2021 increased remarkably by 62.3%, equivalent to more than 1,000 billion VND This suggests that the company experienced substantial growth in sales on credit or had a higher volume of outstanding invoices This could be a result of increased business activities, new customer acquisitions, or extended credit terms to clients However, the subsequent decrease in short-term receivables to 200 million indicates that the company managed to collect a significant portion of its outstanding receivables during the period.

Inventories in 2021 increased to 46.6%, equivalent to an increase of 238,145 million VND compared to 2020, then this number continued to climb to 67.3%, equivalent to 504,578 million VND in 2022 The increase in inventory for an import-export company suggests a growth in the volume and value of goods held by the company, reflecting its efforts to meet both domestic and international market demands.

Other short-term assets in 2021 increased by about 85%, equivalent to an increase of nearly 140 billion VND compared to 2020 And in 2022, they continued to increase by 42%, equivalent to an increase of nearly 200 billion VND The rise in other short-term assets could include prepaid expenses, advances to supplies, or short-term investments It indicates that the company has invested funds in various short-term assets to support its operations This could be a strategic move to secure favorable terms with suppliers, invest in marketable securities, or prepay expenses to benefit from discounts, or ensure uninterrupted business activities.

Long-term assets in 2021 compared to 2020 increased by 11.81%, equivalent to about 65 billion VND The number of long term-assets increased mainly because the company invested in fixed assets at an increasing rate, in 2021 compared to 2022 increased by nearly 40%, equivalent to more than 73 billion VND This shows that the company has purchased additional equipment and machinery and owns stable long-term assets of high value to help increase the productivity and operational efficiency of the company However, in 2022, long-term assets decreased by 19.07%, equivalent to 116,866 million VND, and fixed assets also fell to 1.37% This may indicate a reduction in the company’s investment in tangible assets used for long-term operations

CURRENT ASSETS NON-CURRENT ASSETS

The company’s total assets over the past three years have grown, increasing by 40% in 2021 and 5% in 2022, respectively, showing that the company has tried to expand production and business The year 2021 showed strong growth and unceasing expansion of production despite a lot of pressure from the Covid-19 epidemic In 2022, while the slight increase in total assets suggests a continuation of positive growth, it may also indicate a potential slowdown or stabilization in the company’s asset expansion It can be seen that in 2021, Gilimex is a company that is worth investing in, however, we will need to take a closer look at investment options in year 2022.

The amount of liabilities in 2021 compared to 2020 has increased by nearly 52%, equivalent to 736,788 million VND Meanwhile, in 2022 compared to 2021, it decreased by 32%, equivalent to nearly 680 million VND The initial sharp increase in liabilities may indicate that the company sought external financing, such as loans or issuing bonds, to fund its expansion initiatives This could involve investments in new projects, acquisitions, or capital expenditures.

The subsequent significant decrease in liabilities could signify that the company implemented debt restructuring measures or made significant repayments toward its outstanding debts This could involve refinancing existing loans, negotiating better terms with creditors, or using cash flows to reduce the debt burden The initial increase in current liabilities could be a result of financial restructuring activities The company may have taken short-term loans or lines of credit to consolidate existing debts or improve its liquidity position The subsequent decrease in short-term liabilities may indicate that the company has successfully executed its financial restructuring plan, resulting in a more favorable debt structure or improved cash flow management.

The company’s long-term liabilities tend to increase year by year.

Specifically, the number of long-term liabilities in 2021 compared to 2020 has skyrocketed to 2615.52%, equivalent to 68 billion VND, in 2022 it continued to increase by 107%, equivalent to more than 76 billion VND The sharp increase in 2021 suggests that the company has taken on substantial debt to fund investment projects, business expansion, or acquisitions On the other hand, Gilimex has been investing in the fields of industrial park real estate, which requires long-term financing The increase in non-current liabilities could be a result of borrowing to finance this investment.

The significant increase in long-term liabilities can indicate a higher level of leverage or financial risk for the company It implies greater reliance on borrowed funds, which may result in higher interest expenses and debt servicing obligations However, on the other hand, although the debt is high, if the company’s business activities achieve high efficiency and have good cash flow control plans, it will hardly become a big risk for the company to be afraid of.

Owner’s equity increases year by year, different from the fluctuation of liabilities Accordingly, the equity of 2021 compared to 2020 has increased by nearly 25%, equivalent to 320 billion VND, then this figure continued to increase to 55%, equivalent to 900 billion VND This shows that Gilimex is increasingly expanding its scale to increase profits, but there is no sign of shrinking.

Period 2020-2021: Firstly, increases in current assets, non-current assets, and total assets can indicate growth and expansion of the company’s core business The company may have invested in ramping up production, expanding markets, or upgrading infrastructure Secondly, a decrease in long-term financial investments indicated that Gilimex shifting its focus from investing to its core business or short-term procurement 2021 is the year company is doing well.

Period 2021-2022: The decrease in current assets, non-current assets, and total assets reflects difficulties in the company’s business operations Gilimex may have been facing financial pressure and having difficulty maintaining a productive business A decrease in liabilities, current liabilities, and current assets reflects an adjustment in the financial structure of the company Gilimex may be focusing on reducing debt and enhancing liquidity to ensure financial stability and reduce risk.

INCOME STATEMENT HORIZONTAL ANALYSIS (million VND)

1 Gross revenue from goods sold and services rendered

3 Net revenue from goods sold and services rendered

5 Gross profit from goods sold and services rendered

6a Share of net profit from associates

15 Current corporate income tax expense

16 Net profit after corporate income tax

Gross revenue from goods sold and services rendered in 2021 increased by 20% compared to 2020, corresponding to an amount of 4,150,320 million VND The increase in sales shows that Gilimex is effective in business activities and achieves growth in product consumption or service provision Thereby, showing us that the business is operating effectively The company has applied sales policies effectively to bring about revenue growth over the years.

Vertical analysis

Through the analysis of the financial statements of GIlimex Company, we can see that, over the two fiscal years 2020, 2021, and 2022, the company still maintains a fairly efficient state of production and business activities The most obvious is that the company's profit after tax is always growing Although there is a decrease in revenue in 2022, the company has good liabilities and equity control policies The company needs to consider and have better policies when cooperating with partners, and should not rely too much on one party For investors, this is a company worth thinking about investing in because the company has a history of efficient operation like this and is increasingly inclined to expand production and business rather than shrink its operations, production, and business activities However, it is necessary to pay attention to current liabilities to avoid financial risks.

Meaning: Shows the ability to pay short-term liabilities from current assets during the reporting period

Formula: Current ratio = Current assets

Current liabilities Average industry current ratio: 2.3

Items 2020 2021 2022 Increase (Decrease) % million VND million VND million VND 2021-2020 2022-2021

General analysis of the financial situation of the enterprise

Through the analysis of the financial statements of GIlimex Company, we can see that, over the two fiscal years 2020, 2021, and 2022, the company still maintains a fairly efficient state of production and business activities The most obvious is that the company's profit after tax is always growing Although there is a decrease in revenue in 2022, the company has good liabilities and equity control policies The company needs to consider and have better policies when cooperating with partners, and should not rely too much on one party For investors, this is a company worth thinking about investing in because the company has a history of efficient operation like this and is increasingly inclined to expand production and business rather than shrink its operations,production, and business activities However, it is necessary to pay attention to current liabilities to avoid financial risks.

FINANCIAL INDEX ANALYSIS

Paying indicators analysis

Meaning: Shows the ability to pay short-term liabilities from current assets during the reporting period

Formula: Current ratio = Current assets

Current liabilities Average industry current ratio: 2.3

Items 2020 2021 2022 Increase (Decrease) % million VND million VND million VND 2021-2020 2022-2021

Current assets Current liabilities Current Ratio

The current ratio of Gilimex over the years 2020, 2021, and 2022 is 1.53, 1.51, and 2.63 respectively This shows that for a VND of current liabilities, Gilimex has 1.53, 1.51, and 2.63 VND liquid assets ready to pay.

After 3 years, the current ratio is greater than 1, showing that the company is able to pay its short-term debts However, the general ratio only shows an overview of the solvency of the enterprise because this ratio also depends on the liquidity of the inventory Therefore, to be more certain, we use the industry payout ratio to compare Specifically:

The industry's overall current ratio is 2.3 Thus, in 2022, the enterprise has a higher overall ratio than the industry coefficient, so it can be said that in2022, the company has a good and stable ability to pay short-term debts, and investors as well as creditors do not have to worry too much about this.

Meaning: This is a tighter liquidity ratio, indicating the ability to cover short-term debt with more liquid assets.

Formula: Quick ratio = Current assets−Current liabilities

Current liabilities Average industry quick ratio: 0.51

VND million VND million VND 2021-2020 2022-2021

Highly liquid assets Current liabilities Quick ratio

The company's quick solvency through the years 2020, 2021, and 2022 is 1.11; 1.09; 1.53 respectively, representing the equivalent each year with 1 dong of short-term debt, the company has 1.11; 1.09; 1.53 VND liquid assets with quick liquidity ready to pay.

Gilimex's quick ratio in 2020 of 1.11 decreased by 2.3% to 1.09 in 2021 due to an increase in short-term assets and short-term liabilities By 2022, the ratio is 1.53, a sharp increase of 41.2% compared to 2011.

All 3 years the quick ratio is higher than the quick ratio of the industry and Gilimex company always maintains a ratio above 1, this shows that the company has put in place policies to ensure solvency your quick math This quick ratio is more secure than the general ratio because fewer liquid items are subtracted Therefore, this coefficient is greater than 1, which means that the solvency of the business is guaranteed Investors or creditors can rest assured about this index.

Performance analysis

Meaning: The inventory turnover ratio provides an overview of a company's sales This metric shows the number of times a company has sold and replaced its inventory in a given period.

Formula: Inventory turnover = Net revenue

Inventories Average industry inventories turnover: 3.1

Items 2020 2021 2022 Increase (Decrease) % million VND million VND million VND 2021-2020 2022-2021

Net revenue from goods sold and services rendered

Net revenue Inventories Inventory turnover

The inventory turnover ratio is a financial ratio used to measure a company's business performance At the time of 2020, the inventory turnover is 6.76, by 2021 the turnover will be reduced to 5.54 rounds, and by 2022 it will be reduced to 2.53 rounds In addition, the number of days of inventory increases year by year such as from 54 days in 2020 to 66 days in 2021 and 145 days in 2020.

Compare the company's 3 years of turnover with the industry average of 3.1 Although in 2020 and 2021, the higher turnover ratio reflects the company's operational efficiency, the turnover in 2022 is lower than the industry average.

But the number does not differ too much, showing that the company's inventory turnover is still normal.

Meaning: Total asset turnover ratio measures the ability to generate revenue from using its assets to produce and sell goods.

Formula: Asset turnover = Net revenue

Average total assets Average industry asset turnover: 2.36

VND million VND million VND

Net revenue from goods sold and services rendered

Net revenue Average total assets Asset Turnover

In 2020, the asset turnover ratio is 1.5, showing that the business generates 1.5 VND of revenue from 1 VND of assets However, by 2021 the asset turnover ratio has decreased to 1.28 VND in revenue, and this number will continue to decrease to 0.82 in 2022 The main cause of this decrease is Gilimex hoarded more assets, while net sales in 2022 only decreased This is a concern that businesses need to pay attention to.

When comparing this corporate index with the industry average of 2.36,the company's ratio is still much lower The company should review its production and business policies and activities to make full use of its existing assets to improve productivity and bring in higher revenue.

Profitability and capital use

Formula: ROS = Net profit after tax

VND million VND million VND

Net revenue from goods sold and services rendered

Net profit after corporate income tax

The ratio of profit on revenue (ROS) over the years 2020, 2021, and 2022 is 8.95%, 7.97 %, and 11.41% respectively, showing that for every 100 VND of revenue, the business earns 8.95, 7.97, 11.41 dong of after-tax profit in 3 years 2020, 2021, 2022.

PROFIT AFTER TAX = NET REVENUE – TOTAL COST As we can see, net revenue in 2021 increased by more than 20%, and profit after tax in 2021 increased by nearly 7% compared to 2020 Through this, we see that both profit and net revenue in 2021 increased very strongly in terms of price treatment, however, these two indicators reduce ROS This reflects that, in 2019, enterprises have expanded their production and business scale and increased profits, but their business performance is decreasing, and financial management is not effective in managing costs, and financing and use the property,

In 2022, Net revenue decreased by 23.7% but Profit after tax increased by more than 9% so ROS in 2020 increased by more than 43% compared to 2011.

It shows, to generate more profit after tax Enterprises have optimized their costs to increase profits In fact, the ROS index of FPT Joint Stock Company is high, so it can be said that this is the basis for investors to consider.

Formula: ROS = Net profit after tax

VND million VND million VND 2021-2020 2022-2021

Net profit after corporate income tax

The ratio of return on total assets (ROA) through the years 2020, 2021 and 2022 is 11.42% respectively; 8.78%; 9.06% showed that equivalent to 100 VND of assets spent, 11.42 was obtained; 8.78; 9.06 VND profit over 3 years.

Return on total assets (ROA) in 2021 decreased by 23% compared to 2020 due to a strong increase in assets up to 39% and less increase in profit, so we can say in 2021 Gilimex has not made the most of its assets compared to 2020 By 2022, ROA has increased by 3.2%, meaning the company has made better use of its liabilities.

However, when compared to the telecom industry ROA of 13.56%, we see the inefficient performance of Gilimex, which is not good news for investors.

Formula: ROE = Net profit after tax

Net profit after corporate income tax

The ratio of return on equity (ROE) through the years 2020, 2021, and 2022 is 23.98%, 20.53%, and 14.39% respectively, showing the equivalent of 100 VND of equity spent then obtained 23.98, 20.53, and nearly 14.39 dong of profit.

Gilimex's return on equity (ROE) ratio in 2021 decreased by 14.37% compared to 2020, showing that the company has not had a strategy to use its capital more effectively By 2022, the ROE ratio will only decrease by 29.92%, which can show that the business is having difficulty in optimizing the use of assets and generating high returns on invested capital.

Another interesting thing is that the ROE of the telecommunications industry is at 21.22%, which shows that Gilimex company needs a new policy in effectively using its capital This is not a good criterion for investors to choose.

DUPONT ANALYSIS

ROS Net profit after tax

ROA Net profit after tax

Return on Equity (ROE) Net profit after tax

Return on Equity (ROE) Net profit after tax

Owner ' s equity Return on Equity (ROE) Net profit after tax

Own er ' s equity Return on Equity (ROE) = ROS × Asset turnover × Equity multiplier

Thus, when looking at the Dupont tree diagram, we see the effect of using financial leverage or, in other words, using debt Since financial leverage is a multiplier, a slight change in ROE will change a lot Specifically, ROA in 2022 has an increase of 3.2% compared to 2021, so if we use financial leverage, ie decrease financial leverage by more than 30,4%, ROE will return to equilibrium, which makes investors feel more secure However, if financial leverage is abused, the company must face a lot of financial risks, but through the above analysis, we can see that the company has effectively used financial leverage.

In addition to financial leverage, people also use total asset turnover to balance ROE, when ROS is not as desired.

CONCLUSION

Although the company faces difficulties in 2022, it has quite good ways to manage assets, liabilities, and capital On the other hand, ROE decreases along with large short-term debt, so investors need to consider carefully before making investment decisions because there may be risks Perhaps this is not the right time to make an investment decision, but to consider the prospects that the company can bring in the future.

Ngày đăng: 26/05/2024, 21:17

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