This document provides an introduction to using Capital IQ, a financial database. It outlines the key features of Capital IQ including company profiles, financials, industry analysis, and competitor comparisons. The session demonstrates how to search for company and industry information, analyze financial ratios and export results. Other useful databases for company and industry research such as OneSource, Factiva, and Marketline are also introduced.

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FNCE201
Introduction to Capital IQ
Jiaxin Low,
Research Librarian, Finance

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Learning Outcomes
• By the end of this session, you should be able
to:
– Find and extract company information
– Find and extract industry information
– Compare different companies in the same
industry

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What is Capital IQ?
• Financial database used by financial institutions,
advisory firms and corporations
• Provides:
– Private and public company information
– Executive profiles
– Industry analysis
– Economic data
– Basic commodities information
– Estimates
– Market intelligence

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Slides
• http://www.slideshare.net/lowjiaxin/introduct
ion-to-capital-iq

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COMPANY RESEARCH

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What can I find on companies?
• Profile – “tearsheet”
• Competitors
• Financial information
• Peer analysis
• Filings and annual reports
• …

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Quick Report
• Search for Mastercard
• Go to Company Summary > Tearsheet
• Generate a Quick Report

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Quick Report

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Charting financial information
• Go to
Financials/Valuation >
view Ratios
• Question:
How do I chart Return
on Equity and Return
on Assets from 2012 to
2015?

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Quick Comps
• Go to Peer Analysis >
Quick Comps

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Quick Comps
• Save this set to add more companies

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CREATING YOUR OWN COMP SET

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Add companies

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COMPANY SCREENING

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Company Screening

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Company Screening
3 main steps:
1) Set criteria for search
2) Retrieve results list of companies
3) Select Display Columns to get more
information on those companies

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Set Criteria

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Set Criteria
• Example: SGX-listed
• Click “Add Criteria”

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View Results
• View results (screening criteria included)

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Customise Display
• To display more information, click Customize
Display Columns > Browse All Display Columns

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Choose Display Columns
• Select display columns to add to results

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Choose Display Columns
• Configure display column and click “Add
Columns” button > “View Results”

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View Results

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Export results
• Export all, or current page (50/250 results). Sort
results before exporting “Top 50”, etc)

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Export results
• “Save to List” to add to saved Comp Set

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INDUSTRY RESEARCH

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Industry profile
• 1) Search for industry and/or geography

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Industry profile
• 2) Use current company’s industry

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Key Stats & Ratios
• Go to the Industry’s Key Stats & Ratios

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CHARTING

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Charting
• Select the Entity and Metric and Add to Chart

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Charting
• Use “Quick Metrics” to add items quickly

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Charting
• Right click to annotate chart

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Charting
• Right click to annotate chart

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Charting
• Export data or chart

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OTHER USEFUL DATABASES

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Databases A-Z

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Marketline Advantage
• Industry reports with Five Forces Analysis
• Company reports with SWOT Analysis

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Industry research
• Singapore - Restaurants

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Company research

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EMIS
• Emerging Market Information Service

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Company Analysis

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Industry Analysis

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OneSource
• Database with company and industry data
• Coverage: global, with 5 years of historical
financial information
• Concurrent users: 10

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Factiva
• Mainly known for news
• But has sections for company and industry
research
• Coverage: worldwide

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Industry info:
• News
• Top participants by sales
• Industry averages and ratios
• Trade associations websites
• Peer comparison
• Analysis (Top 10 by…, industry reports)

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Company info:
• News
• Key Developments
• Peer Comparison
• Financial Results (5 years)
• Ownership (Shares held)
• Reports (Financial, Ratio Comparison)

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JP Morgan Equities Reports
• Read existing analysis of companies and
equities for reference
• Has some industry analysis
• Useful for valuation of companies

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USEFUL WEBSITES

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Company websites
• Listed companies “Investor Relations”

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Exchange websites

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Exchange websites

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News sites
• Bloomberg.com “Markets Dashboard”
• Financial Times (use SMU premium
subscription) “Markets Data”
• Follow Twitter accounts

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Finance Research Guide
• http://researchguides.smu.edu.sg/finance

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Need more help?
• All research guides:
http://researchguides.smu.edu.sg/
• Email: library@smu.edu.sg
• Schedule a consultation
(http://jiaxin.youcanbook.me)