Analysis of Company profiles and Governance Issues at S&P Capital IQ

GURUJU SURYA CHANDRA NAIDU

PGDM-1401111

UNDER THE GUIDANCE OF

MR.V ANJI RAJU

ASSOCIATE PROFESSOR.

Contents

Introduction

Need of the study

Objectives of the study

Research Methodology

About S&P CAPITAL IQ

Data Analysis

Findings

Suggestions

Conclusion

Introduction

A company profile is a description of the firm’s history, resources, structure, performance and reputation

Corporate governance essentially involves balancing the interests of the many stakeholders in a company - these include its shareholders, management, customers, suppliers, financiers, government and the community.

The term business relations refers to the connections formed between various stakeholders in the business environment, including relations the companies with which a company is associated.

Need of the study

The need of the study is to help the investors, to find out the over dependency of a company on

customers and suppliers, and to identify the collaborations of a company with different

companies for unique purposes. Analyzing the data points and suggesting techniques to convert

the raw data into meaningful data and useful information for business analysis purposes

Objectives

To study and understand the Company profiles and Governance issues(Business

Relations)

The project also aims at analyzing the existing process of collecting data and delivery

mechanisms in presenting business relations related information to the client

To present error free data set to clients for better decision making by updating previously

collected relationships with latest information

To suggest the best possible alternatives to the process in collecting data and simplifying

the work done.

New and valid data sources need to be identified to collect substantial data and improve

the business intelligence.

Research Methodology

Secondary data

The data is collected from the company annual reports and from Internet sources.

Afterwards, data is processed, analyzed and then assign appropriate relation type and status

to the records. Process of Data collection

Steps for Data Collection (Initialization):

1. Study the business of the Subject Company.

2. Proceed with search words.

3. Collect the Business Relations.

4. Assign the Relation Type and Status.

Steps for Data Collection (Updates):

Updating means the process of confirmation of previously collected relationship on a new filing.

Steps:

1. Study the business of the Subject Company.

2. Check the current BR Companies (given in excel) are available in the new document.

3. Confirm the relation type and Status for the existing relations.

4. If status is NLL, then go for research.

5. Assign the final Status.

CURRENT The relation still exists.PRIOR The realtion is terminated.NLL No longer listed.

The existing data and the missed relations from the previous years are collected and

the sample data set looks as follows

Rel ID Relation ID

S.NO Serial number of the record in the database

Company id Company ID

BR Company Name Business Relation company Name

BR Company ID Business Relation company ID

Company Name Subject Company Name

Relation Type Relation established

Latest Current Source (Version ID) Version ID of the document where it is current earlier

Source Name Source of the document

Latest NLL Source (Version ID) Version ID of the document where it flipped to NLL

Country BR company origin country

Industry Industry segmentation

For the data above, further data is collected to categorize and carry forward the

research. The data collected followed the below structure:

Main Head The head under which the data is available in the document.

Sub Head Classification under Main Head

Supporting info Supporting lines from document

Availability YES/NO

Termination date Date of termination agreements if any

Source Type Type of source in which data is available.

Link References

Date of Source Type Date of source

Final status current/Prior/NLL

Comments Any specific observations

About S&P CAPITAL IQ

S&P Capital IQ is a multinational financial information provider headquartered in New York City United States, and a division of McGraw Hill Financial.

S&P Capital IQ provides multi-asset class and real time data, research, and analytics

It offers information focusing on financials and valuation, qualitative data, global market data, sell-side research and estimates, news and events, fixed income, alpha and risk models, credit risk solutions, credit ratings and research, investment research, reference data services, security valuation and pricing, real-time solutions, and global market intelligence.

Data Analysis

BR Internship Research Summary

Particulars Number of records

Total Records Verified 1057

Data Found in Research (Website, Press releases) – (A) 187

Data not found in research – (B) 709

Missed to Confirm the relation in the next Document – (C) 161

187; 18%

709; 67%

161; 15%

Total Number of records

Data Found in Research (Website, Press releases) – (A)Data not found in research – (B)Missed to Confirm in the Latest Document – (C)

Findings

CSIMarket and Spiderbook

Reasons for unable to find the data.

Acquisitions

Disclosing only their key or significant customers.

Company name changes

Abbreviations or short forms of a company

Different business segments

Suggestions

If BR department can get information from mergers and acquisitions team regularly then we can save time and cost

Collect the abbreviations of a company at the same time of collecting .

When the BR company name changes, instead of reporting the company name in NLL status, we can remove the BR company name, to save space in database and we can also save time and cost

Sometimes the subject company closing its one of the business segment, so BR’s company name not reporting in subsequent document, if we collect the relations by segment wise we can remove these relations. CSIMarket is the website providing the relations with segment wise.

The Spiderbook and CSIMarket companies

Conclusion

Business Relationship Management is important activity to be considered, for any organization

For any Investor, to invest in a company, it is important to consider the company relationships with other organizations and to know, in which company is indulged