Finance Databases

DataStreamBloombergMcGregor

Bloombergcyrill.walters@uct.ac.za

The Bloomberg Keyboard

Bloomberg

Red, Green, Yellow Keys

CONNDFLT

MENU

GO

PG FWDPG BACK

ESCCANC

HELP

PRINT

PANEL

EQUITY GO

HOME

Log IN/OUT of the system

Acts as traditional ESC. Clears everything out and brings to wake up screen

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.

Allows you to switch between 4 Bloomberg Screens.

Access the next/last screen in a certain function.

Returns the cursor to the command line at the top of the current screen.

Allows you to print the current screen, or a number of pages.

Main menu for the each market.

Bloomberg

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GETTING STARTED

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

BLO

OM

BE

RG

& U

CT

M

AR

CH

201

3//

6NEWS: NI <GO> E.G. NI AFRICA<GO>

Broad Market Perspectives

Top Recommended Functions

Bloomberg

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

Analyzing a Company

Basic Functions for Equities and Fixed Income

Bloomberg

10

MARKETS: WEI <GO>

COMPANY OVERVIEW - TKG SJ <Equity> DES <GO> (TELKOM)

ANALYSING A COMPANY

GP <GO> visual display of price and volume history

ANALYSING A COMPANY

ANR <GO> displays analyst recommendations

ANALYSING A COMPANY

EE <GO> displays earnings estimate menu where user can access estimate functions

ANALYSING A COMPANY

RV <GO> relative valuation functions useful for peer analysis

ANALYSING A COMPANY

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

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

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

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

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GENERATING REPORTS AND DOWNLOADS

REPORTS AND DOWNLOADS: DES 98 <GO>

REPORTS AND DOWNLOADS: FA98 <GO>

REPORTS AND DOWNLOADS: FA 98 <GO>

Tips, Tricks and Fun

Resources Beyond Business & Financial Data

Bloomberg

Bloomberg Cheatsheets

CHEAT <GO>

BPS <GO>

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

DATASTREAM

Introduction• Historical Data

• Multiple asset classes

• Four parts: - Desktop

- Navigator

- Charting

- Add-in: Excel, Word and Powerpoint

Datastream Desktop

Searching for Data

SA Banks - Performance

Source: Thomson Reuters Datastream

South African Banks

0 50 100 150 200

x 1,000

Market Value

5

10

15

20

25 1Y %

cha

nge

ABSA GROUPABSA GROUP

CAPITEC BANK

FIRSTRAND

NEDBANK GROUP

RMB

STANDARD BK.GP.

Stock vs Sector Index

Source: Thomson Reuters Datastream

Stock vs Sector Index

-6 -4 -2 0 2 4 61D % change of ABSA GROUP

-6

-4

-2

0

2

4

6

1D %

cha

nge

of F

TSE

/JS

E B

AN

KS

1D % change of ABSA GROUP vs 1D % change of FTSE/JSE BANKS

Y= 0.748 X + 0.018

Comparing Peers

Source: Thomson Reuters Datastream

PE Comparison

YRE 20100

2

4

6

8

10

12

14

16

ABSA GROUP STANDARD BK.GP. NEDBANK GROUP

JSE All Share and Shariah All Share

Source: Thomson Reuters Datastream

FTSE/JSE All Share and Shariah All Share

2009 2010 20111500

2000

2500

3000

3500

15

20

25

30

35x 1,000

FTSE/JSE SHARIAH ALL SHARE FTSE/JSE ALL SHARE (RH Scale)

Raw data in excel

Help• Knowledge Network website:

www.training.thomsonreuters.com

• Contact Us

• Questions???

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