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Our Passion, Our Commitment, Your Advantage
FNCE201
Introduction to Capital IQ
Jiaxin Low,
Research Librarian, Finance
Our Passion, Our Commitment, Your Advantage
Learning Outcomes
• By the end of this session, you should be able
to:
– Find ...
Our Passion, Our Commitment, Your Advantage
What is Capital IQ?
• Financial database used by financial institutions,
advis...
Our Passion, Our Commitment, Your Advantage
Slides
• http://www.slideshare.net/lowjiaxin/introduct
ion-to-capital-iq
Our Passion, Our Commitment, Your Advantage
COMPANY RESEARCH
Our Passion, Our Commitment, Your Advantage
What can I find on companies?
• Profile – “tearsheet”
• Competitors
• Financia...
Our Passion, Our Commitment, Your Advantage
Quick Report
• Search for Mastercard
• Go to Company Summary > Tearsheet
• Gen...
Our Passion, Our Commitment, Your Advantage
Quick Report
Our Passion, Our Commitment, Your Advantage
Charting financial information
• Go to
Financials/Valuation >
view Ratios
• Qu...
Our Passion, Our Commitment, Your Advantage
Quick Comps
• Go to Peer Analysis >
Quick Comps
Our Passion, Our Commitment, Your Advantage
Quick Comps
• Save this set to add more companies
Our Passion, Our Commitment, Your Advantage
CREATING YOUR OWN COMP SET
Our Passion, Our Commitment, Your Advantage
Add companies
Our Passion, Our Commitment, Your Advantage
COMPANY SCREENING
Our Passion, Our Commitment, Your Advantage
Company Screening
Our Passion, Our Commitment, Your Advantage
Company Screening
3 main steps:
1) Set criteria for search
2) Retrieve results...
Our Passion, Our Commitment, Your Advantage
Set Criteria
Our Passion, Our Commitment, Your Advantage
Set Criteria
• Example: SGX-listed
• Click “Add Criteria”
Our Passion, Our Commitment, Your Advantage
View Results
• View results (screening criteria included)
Our Passion, Our Commitment, Your Advantage
Customise Display
• To display more information, click Customize
Display Colum...
Our Passion, Our Commitment, Your Advantage
Choose Display Columns
• Select display columns to add to results
Our Passion, Our Commitment, Your Advantage
Choose Display Columns
• Configure display column and click “Add
Columns” butt...
Our Passion, Our Commitment, Your Advantage
View Results
Our Passion, Our Commitment, Your Advantage
Export results
• Export all, or current page (50/250 results). Sort
results be...
Our Passion, Our Commitment, Your Advantage
Export results
• “Save to List” to add to saved Comp Set
Our Passion, Our Commitment, Your Advantage
INDUSTRY RESEARCH
Our Passion, Our Commitment, Your Advantage
Industry profile
• 1) Search for industry and/or geography
Our Passion, Our Commitment, Your Advantage
Industry profile
• 2) Use current company’s industry
Our Passion, Our Commitment, Your Advantage
Key Stats & Ratios
• Go to the Industry’s Key Stats & Ratios
Our Passion, Our Commitment, Your Advantage
CHARTING
Our Passion, Our Commitment, Your Advantage
Charting
• Select the Entity and Metric and Add to Chart
Our Passion, Our Commitment, Your Advantage
Charting
• Use “Quick Metrics” to add items quickly
Our Passion, Our Commitment, Your Advantage
Charting
• Right click to annotate chart
Our Passion, Our Commitment, Your Advantage
Charting
• Right click to annotate chart
Our Passion, Our Commitment, Your Advantage
Charting
• Export data or chart
Our Passion, Our Commitment, Your Advantage
OTHER USEFUL DATABASES
Our Passion, Our Commitment, Your Advantage
Databases A-Z
Our Passion, Our Commitment, Your Advantage
Marketline Advantage
• Industry reports with Five Forces Analysis
• Company re...
Our Passion, Our Commitment, Your Advantage
Industry research
• Singapore - Restaurants
Our Passion, Our Commitment, Your Advantage
Company research
Our Passion, Our Commitment, Your Advantage
EMIS
• Emerging Market Information Service
Our Passion, Our Commitment, Your Advantage
Company Analysis
Our Passion, Our Commitment, Your Advantage
Industry Analysis
Our Passion, Our Commitment, Your Advantage
OneSource
• Database with company and industry data
• Coverage: global, with 5...
Our Passion, Our Commitment, Your Advantage
Our Passion, Our Commitment, Your Advantage
Our Passion, Our Commitment, Your Advantage
Our Passion, Our Commitment, Your Advantage
Factiva
• Mainly known for news
• But has sections for company and industry
re...
Our Passion, Our Commitment, Your Advantage
Industry info:
• News
• Top participants by sales
• Industry averages and rati...
Our Passion, Our Commitment, Your Advantage
Company info:
• News
• Key Developments
• Peer Comparison
• Financial Results ...
Our Passion, Our Commitment, Your Advantage
JP Morgan Equities Reports
• Read existing analysis of companies and
equities ...
Our Passion, Our Commitment, Your Advantage
Our Passion, Our Commitment, Your Advantage
Our Passion, Our Commitment, Your Advantage
USEFUL WEBSITES
Our Passion, Our Commitment, Your Advantage
Company websites
• Listed companies “Investor Relations”
Our Passion, Our Commitment, Your Advantage
Exchange websites
Our Passion, Our Commitment, Your Advantage
Exchange websites
Our Passion, Our Commitment, Your Advantage
News sites
• Bloomberg.com “Markets Dashboard”
• Financial Times (use SMU prem...
Our Passion, Our Commitment, Your Advantage
Finance Research Guide
• http://researchguides.smu.edu.sg/finance
Our Passion, Our Commitment, Your Advantage
Need more help?
• All research guides:
http://researchguides.smu.edu.sg/
• Ema...
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Introduction to Capital IQ

FNCE201 - Introduction to databases Capital IQ, EMIS, Marketline Advantage, Factiva, OneSource, JP Morgan Equities Research

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Introduction to Capital IQ

  1. 1. Our Passion, Our Commitment, Your Advantage FNCE201 Introduction to Capital IQ Jiaxin Low, Research Librarian, Finance
  2. 2. Our Passion, Our Commitment, Your Advantage 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
  3. 3. Our Passion, Our Commitment, Your Advantage 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
  4. 4. Our Passion, Our Commitment, Your Advantage Slides • http://www.slideshare.net/lowjiaxin/introduct ion-to-capital-iq
  5. 5. Our Passion, Our Commitment, Your Advantage COMPANY RESEARCH
  6. 6. Our Passion, Our Commitment, Your Advantage What can I find on companies? • Profile – “tearsheet” • Competitors • Financial information • Peer analysis • Filings and annual reports • …
  7. 7. Our Passion, Our Commitment, Your Advantage Quick Report • Search for Mastercard • Go to Company Summary > Tearsheet • Generate a Quick Report
  8. 8. Our Passion, Our Commitment, Your Advantage Quick Report
  9. 9. Our Passion, Our Commitment, Your Advantage 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?
  10. 10. Our Passion, Our Commitment, Your Advantage Quick Comps • Go to Peer Analysis > Quick Comps
  11. 11. Our Passion, Our Commitment, Your Advantage Quick Comps • Save this set to add more companies
  12. 12. Our Passion, Our Commitment, Your Advantage CREATING YOUR OWN COMP SET
  13. 13. Our Passion, Our Commitment, Your Advantage Add companies
  14. 14. Our Passion, Our Commitment, Your Advantage COMPANY SCREENING
  15. 15. Our Passion, Our Commitment, Your Advantage Company Screening
  16. 16. Our Passion, Our Commitment, Your Advantage 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
  17. 17. Our Passion, Our Commitment, Your Advantage Set Criteria
  18. 18. Our Passion, Our Commitment, Your Advantage Set Criteria • Example: SGX-listed • Click “Add Criteria”
  19. 19. Our Passion, Our Commitment, Your Advantage View Results • View results (screening criteria included)
  20. 20. Our Passion, Our Commitment, Your Advantage Customise Display • To display more information, click Customize Display Columns > Browse All Display Columns
  21. 21. Our Passion, Our Commitment, Your Advantage Choose Display Columns • Select display columns to add to results
  22. 22. Our Passion, Our Commitment, Your Advantage Choose Display Columns • Configure display column and click “Add Columns” button > “View Results”
  23. 23. Our Passion, Our Commitment, Your Advantage View Results
  24. 24. Our Passion, Our Commitment, Your Advantage Export results • Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)
  25. 25. Our Passion, Our Commitment, Your Advantage Export results • “Save to List” to add to saved Comp Set
  26. 26. Our Passion, Our Commitment, Your Advantage INDUSTRY RESEARCH
  27. 27. Our Passion, Our Commitment, Your Advantage Industry profile • 1) Search for industry and/or geography
  28. 28. Our Passion, Our Commitment, Your Advantage Industry profile • 2) Use current company’s industry
  29. 29. Our Passion, Our Commitment, Your Advantage Key Stats & Ratios • Go to the Industry’s Key Stats & Ratios
  30. 30. Our Passion, Our Commitment, Your Advantage CHARTING
  31. 31. Our Passion, Our Commitment, Your Advantage Charting • Select the Entity and Metric and Add to Chart
  32. 32. Our Passion, Our Commitment, Your Advantage Charting • Use “Quick Metrics” to add items quickly
  33. 33. Our Passion, Our Commitment, Your Advantage Charting • Right click to annotate chart
  34. 34. Our Passion, Our Commitment, Your Advantage Charting • Right click to annotate chart
  35. 35. Our Passion, Our Commitment, Your Advantage Charting • Export data or chart
  36. 36. Our Passion, Our Commitment, Your Advantage OTHER USEFUL DATABASES
  37. 37. Our Passion, Our Commitment, Your Advantage Databases A-Z
  38. 38. Our Passion, Our Commitment, Your Advantage Marketline Advantage • Industry reports with Five Forces Analysis • Company reports with SWOT Analysis
  39. 39. Our Passion, Our Commitment, Your Advantage Industry research • Singapore - Restaurants
  40. 40. Our Passion, Our Commitment, Your Advantage Company research
  41. 41. Our Passion, Our Commitment, Your Advantage EMIS • Emerging Market Information Service
  42. 42. Our Passion, Our Commitment, Your Advantage Company Analysis
  43. 43. Our Passion, Our Commitment, Your Advantage Industry Analysis
  44. 44. Our Passion, Our Commitment, Your Advantage OneSource • Database with company and industry data • Coverage: global, with 5 years of historical financial information • Concurrent users: 10
  45. 45. Our Passion, Our Commitment, Your Advantage
  46. 46. Our Passion, Our Commitment, Your Advantage
  47. 47. Our Passion, Our Commitment, Your Advantage
  48. 48. Our Passion, Our Commitment, Your Advantage Factiva • Mainly known for news • But has sections for company and industry research • Coverage: worldwide
  49. 49. Our Passion, Our Commitment, Your Advantage Industry info: • News • Top participants by sales • Industry averages and ratios • Trade associations websites • Peer comparison • Analysis (Top 10 by…, industry reports)
  50. 50. Our Passion, Our Commitment, Your Advantage Company info: • News • Key Developments • Peer Comparison • Financial Results (5 years) • Ownership (Shares held) • Reports (Financial, Ratio Comparison)
  51. 51. Our Passion, Our Commitment, Your Advantage JP Morgan Equities Reports • Read existing analysis of companies and equities for reference • Has some industry analysis • Useful for valuation of companies
  52. 52. Our Passion, Our Commitment, Your Advantage
  53. 53. Our Passion, Our Commitment, Your Advantage
  54. 54. Our Passion, Our Commitment, Your Advantage USEFUL WEBSITES
  55. 55. Our Passion, Our Commitment, Your Advantage Company websites • Listed companies “Investor Relations”
  56. 56. Our Passion, Our Commitment, Your Advantage Exchange websites
  57. 57. Our Passion, Our Commitment, Your Advantage Exchange websites
  58. 58. Our Passion, Our Commitment, Your Advantage News sites • Bloomberg.com “Markets Dashboard” • Financial Times (use SMU premium subscription) “Markets Data” • Follow Twitter accounts
  59. 59. Our Passion, Our Commitment, Your Advantage Finance Research Guide • http://researchguides.smu.edu.sg/finance
  60. 60. Our Passion, Our Commitment, Your Advantage Need more help? • All research guides: http://researchguides.smu.edu.sg/ • Email: library@smu.edu.sg • Schedule a consultation (http://jiaxin.youcanbook.me)

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