37
The Bloomberg Keyboard
Bloomberg
Red, Green, Yellow Keys
CONNDFLT
MENU
GO
PG FWDPG BACK
ESCCANC
HELP
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 ([email protected])
Bloomberg
