Mock caseTake-home case study

Millennium Mock Case Study – Industrials stock pitch

Multi-Manager Hedge Fund

An independent practice case, not supplied or endorsed by the named firm.

Paid access includes the Excel data pack and worked solution for an industrials stock pitch covering growth, valuation and currency effects.

Time allowed: 1 week (take-home)
Difficulty: Expert
Sector: Industrials: industrial products
Region: Continental Europe
Currency: EUR
Reference: EA-40

Skills practised

Scenario analysisDriver-based revenue buildFinancial analysisCircular interestValuationShare price analysisInvestment recommendation

At a glance

Assess a listed industrial business over a twelve-month horizon, testing the growth assumptions and valuation required to support the share price.

The brief

Build Bear, Base and Bull scenarios, account for the difference between reporting and trading currencies, and present a two-page stock pitch with catalysts and risks.

Paid access to this case includes the company identity, detailed brief, Excel data pack and worked solution.

This case requires paid access.

Company overview (members only)
Financial information (members only)
Your tasks (members only)
Format and rules (members only)
How to approach it (members only)
Solution (members only)

Starting files

Data pack (members only)

Solution files

Solution model (members only)

This case costs £19 and is available to customers with an active £499 membership.

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