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Finance databases by Cyrill Walters

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Introducing Finance Databases by Cyrill Walters

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Finance databases by Cyrill Walters

  1. 1. Finance Databases DataStream Bloomberg McGregor cyrill.walters@uct.ac.za Bloomberg
  2. 2. The Bloomberg Keyboard Bloomberg
  3. 3. Red, Green, Yellow Keys CONN DFLT Log IN/OUT of the system ESC CANC Acts as traditional ESC. Clears everything out and brings to wake up screen GO HELP MENU This is your ‘Enter’ key. It must be used to run a function by pressing it after the command. HELP key has multiple functions. The Menu key is equivalent to the ‘Back’ button to return to the previous screen. PG FWD PG BACK Access the next/last screen in a certain function. HOME Returns the cursor to the command line at the top of the current screen. PRINT Allows you to print the current screen, or a number of pages. EQUITY PANEL GO Main menu for the each market. Allows you to switch between 4 Bloomberg Screens. Bloomberg
  4. 4. GETTING STARTED >>>>>>>>>>>>>
  5. 5. Finding Information • Helpful News Functions – NI <GO> - search for and display news stories, research reports, and multimedia presentations corresponding to a specific topic. – NI {topic code} <Go> - shortcut to specific topic. For example, to specify “odd” stories, enter NI ODD <Go> – TOP <GO> - displays headlines of the day’s top stories from BLOOMBERG NEWS® by category (Geographic region, market sector, or topic) of your choice). – READ <GO> - displays the most popular news articles on Bloomberg Professional® service during a specific time period. – AV <GO> - provides a portal to Bloomberg’s multilingual television and radio programs with direct access to reports, interviews, as well as new conferences, events, podcasts, and teleconferences covering business, government, sports etc.. – BKMK <GO> - to bookmark news stories you have read Bloomberg
  6. 6. // BLOOMBERG & UCT MARCH 2013 NEWS: NI <GO> E.G. NI AFRICA<GO> 6
  7. 7. Broad Market Perspectives Top Recommended Functions Bloomberg
  8. 8. Broad Market Perspectives • Market Data Functions: – MOST <GO> - displays the days most active stocks by volume. You can use it to gain insight into market sentiment and identify potential opportunities to profit from changing trends in the trading activity of individual equities. – WEI <GO> - Use WEI to compare regional indices against one another and to determine current and historical performance levels. – EMEQ <GO> - Compare emerging markets equity indices against one another and to determine current and historical performance levels. – EQS <GO> - Equity security screening, to find a list of stocks that match investment or analysis criteria – WB <GO> - Use WB to display, analyze, and compare regional bond data. – MA <GO> - Displays current and historical merger and acquisition (M&A) details for public and private transactions. You can also access league tables on M&A advisors to identify who is active in your sectors and/or regions. – EVTS <GO> - Use EVTS/EVT/ACDR to display a calendar of corporate events and corresponding details, including transcripts and audio recordings. Bloomberg
  9. 9. Analyzing a Company Basic Functions for Equities and Fixed Income Bloomberg
  10. 10. MARKETS: WEI <GO> 10
  11. 11. ANALYSING A COMPANY COMPANY OVERVIEW - TKG SJ DES <GO> (TELKOM)
  12. 12. ANALYSING A COMPANY GP <GO> visual display of price and volume history
  13. 13. ANALYSING A COMPANY ANR <GO> displays analyst recommendations
  14. 14. ANALYSING A COMPANY EE <GO> displays earnings estimate menu where user can access estimate functions
  15. 15. ANALYSING A COMPANY RV <GO> relative valuation functions useful for peer analysis
  16. 16. Analyzing a Company • Begin with JNJ <Equity> DES <GO> • DES <GO> - displays a short description of the security and its features • CN/CF <GO> - quick link to all company news and filings • GP <GO> - visual display of price and volume history – Can add tails to customize (GP W for weekly) – Can create custom graphs on G <GO> Bloomberg
  17. 17. Analyzing a Company • HP <GO> - historical price display • RELS <GO> - useful for finding securities when the issuer is known but the ticker is not • BETA <GO> - BETA Linear regression (historical price sensitivity to the market) • ISSD <GO> - quick breakdown of a company’s capital structure and cash flows Bloomberg
  18. 18. Analyzing a Company • Equity Specific – ANR <GO> - displays analyst recommendations – EE <GO> - displays earnings estimate menu where user can access estimate functions – HDS <GO> - allows user to see institutional and insider holders whose trading activity may influence pricing – MGMT <GO> - gives users quick access to top executives and board members for a company Bloomberg
  19. 19. Analyzing a Company • Bond Specific: JNJ 6.95 <CORP> DES <GO> – YAS <GO> - one-stop function to analyze yields and spreads – DDIS <GO> - quick overview of a company’s debt distribution by maturity – COV <GO> - displays what protections a bondholder has, collateral, etc. • Capital Structure – CAST <GO> - transparency for capital structure Bloomberg
  20. 20. GENERATING REPORTS AND DOWNLOADS >>>>>>>>>>>>>
  21. 21. REPORTS AND DOWNLOADS: DES 98 <GO>
  22. 22. REPORTS AND DOWNLOADS: FA98 <GO>
  23. 23. REPORTS AND DOWNLOADS: FA 98 <GO>
  24. 24. Tips, Tricks and Fun Resources Beyond Business & Financial Data Bloomberg
  25. 25. Bloomberg Cheatsheets CHEAT <GO> BPS <GO>
  26. 26. Support Development • HELP HELP <GO> - Use this function to contact the Bloomberg Help Desk. Clients can use this chat function to speak with a live representative • Function: HDSK <GO> – HDSK is a historical tracker of all help desk inquiries Bloomberg
  27. 27. DATASTREAM
  28. 28. Introduction • Historical Data • Multiple asset classes • Four parts: - Desktop - Navigator - Charting - Add-in: Excel, Word and Powerpoint
  29. 29. Datastream Desktop
  30. 30. Searching for Data
  31. 31. SA Banks - Performance
  32. 32. Stock vs Sector Index
  33. 33. Comparing Peers
  34. 34. JSE All Share and Shariah All Share
  35. 35. Raw data in excel
  36. 36. Help • Knowledge Network website: www.training.thomsonreuters.com • Contact Us • Questions???
  37. 37. Training 2014 • McGrgeor BFA – 1 April 2014 - 12h00 • Bloomberg – 26 March & 23 April - 12h00 • Datastream – 3 March & 8 May – 12h00 – Monthly meeting room (last Tuesday of every month) • Cyrill Walters (cyrill.walters@uct.ac.za) Bloomberg

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