HEC Paris LibraryContact: [email protected] ‐ 01.39.67.94.78
Written: November 2010Updated: Septembre 2013
HEC Paris LibraryContact: [email protected] ‐ 01 39 67 94 78
This work is licensed under the Creative Commons Attribution‐NonCommercial‐NoDerivs 3.0 Unported License
Business’s Financial data: sources
Written : November 2010 Updated : January 2015
Contents
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Company accounts Orbis
Diane
Bankscope
Infinancials
Thomson One Banker ‐ Company Analysis
Company listings Orbis
Diane Néo
Shareholders and subsidiary companies Thomson One Banker ‐ Ownership
Orbis
Mergers and acquisitions Thomson One Banker ‐ Deals
Zéphyr
Capital risk Thomson One Banker ‐ Private Equity
Company accountsOrbis
Search Warning! Access to the Bureau Van Djik databases (Orbis,
Diane, Bankscope, Zéphyr, etc…) is only available through the Campus network and is accessible only for HEC students.
Enter the name of the company in the “Enter a company name or Bvd ID number” field .
Click on the magnifying glass to launch the search
Consultation Click on the name of the society to access its company
account
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Company accountsOrbis
Consultation Amongst other things, the company report
includes:
General information concerning the society
10 years history from the account
The shareholders and subsidiary companies of the society
For more information To export the social accounts of one or more companies:
Click on the “Sections” button to select the sections you want to export (1)
Select the criteria's for exporting (2) then click on “Ok”
Next, click on the “export” button to export the list of business to Excel (3)
Select the export parameters (business, format, and file name)(4), and then click “OK”.
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Company accountsDiane
Search Warning! Access to the Bureau Van Djik databases (Orbis,
Diane, Bankscope, Zéphyr, etc…) is only available through the Campus network and is accessible only for HEC students.
On the home page, enter the name of the society
You can also refine the search by clicking on “Situation géographique” (“Geographic situation”)
Click on the magnifying glass icon to start the search
Consultation On the results page, select the society you want to access
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Company accountsDiane
Consultation You now have access to the company accounts which
include: sales figures, number of shareholders, detailed information, a list of shareholders, administrative councils, etc.
For more information You can export the social accounts of one or more
companies in Excel format
On the accounts page of the company, click on “Exporter” (“Export”) (1)
A window will open
Select the elements to be exported (2)
Click on “OK” to access the results (3)
The Excel listings contain the information previously portrayed in the exported format
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Company accountsBankscope
Search
In the search bar, type the name of the bank you want to search for.
In the results list, click on the name of the bank.
For more information
You can export the social accounts of one or more bank in Excel format
On the accounts page of the bank, click on “Exporter” (“Export”) (1)
A window will open
Select the elements to be exported (2)
Click on “OK” to access the results (3)
The Excel listings contain the information previously portrayed in the exported format
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Company accountsInfinancials
Identification Attention ! Access to this databse is only available on the i Campus
network and is accessible only by HEC students
To create a personal account:
Click on « I’m a new user »
Complete the required fields and then click on « Log in » to validate your inscription.
Search
Start to type the name of the company in the search field atthe top right hand side of the page and a drop down list willappear. Click on the desired company
Or type the full name of the company and click on the magnifying glass
The company’s data will appear straight away
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Company accountsInfinancials
Consultation For details and history of the company accounts, click on
« Company Data » and then on « Financial Statements » or « Ratios » according to the precedence (between 3 and 10 years) and the source of the desired data (WVB or Reuters)
For more information
For some companies, you can download the information document in PDF format. It covers some inportant information about the company.
You can export the social accounts in Excel format by clickingon the small symbol on the right above the results.
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Company accountsThomson One Banker ‐ Company Analysis
Search Attention! Access to the Thomson One Database is only possible
using Internet Explorer
Enter the name of the company you want to search and then click on “Go” or select the company directly from the list that appears.
Consultation
To access the detailed accounts of the company as a whole, click on « Full summary »
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Company accountsThomson One Banker ‐ Company Analysis
For more information From the accounts page of the company, you can:
Select the period that you want displayed
Select the scale
Select the currency
Export the accounts of the company in Excel format
Print off the company accounts
To access more detailed information, use the headings situated in the menu on the top of he window.
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Company ListingsOrbis
Search Use the ‘’Industry’’ field, and then click ‘Text Search’’
Enter the name of a sector for which you want to access a list of companies
Click on “Ok”
Then use the “Geographic location” index then “World region/Country”
Select the region or the country you desire
Click on ‘’Ok’’
Consultation Click on the “View list of results” button to access a list of
companies corresponding to this sector
Then Click on the name of a company to see its overview
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Company Listings Orbis
Consultation To export the list of companies:
Click on the “Columns” button to select the criteria to export (1)
In the new window, select the criteria you want to export (2) and then click on “Ok” (3)
Click on the “Export” button to export the list of companies in excel format (4)
For more information You can carry out a search by code listings (NAF, NACE, etc.)
by using the “Industry” field and then “Industry classifications”
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Company Listings Diane
Search Select the tab “Activités / Marché” (“Activities/Market”) and
then select the heading “Description textuelle d’activité” (“Text description of the activity”)
Enter a business sector and then click on “Ok” to start your search
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Company Listings Diane
Consultation Click on “Voir la liste des résultats” (“See the results list”) (1)
The list of companies belonging to this business sector will then appear (2)
Click on the button “Exporter” (“Export”) to export the list of companies in Excel format (3)
Choose your criteria for exporting (4)
Click on “Ok” to validate the selected criteria (5)
The Excel listing contains the previous information in the exported format
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Shareholders and subsidary companiesThomson One Banker ‐ Ownership
Search Attention! Access to the Thomson One Database is only possible
using Internet Explorer
Enter the name of the company in the search field
Click on “Go”
Click on the magnifying glass (next to “Go”) to do an advanced search
In the results list, click on the name of the company of your choice
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Shareholders and subsidary companiesThomson One Banker ‐ Ownership
Consultation You then have access to the detailed account of the
company (“Company Overview”)
You can print or export the report in PDF format.
To access an analysis of shareholders of a company, click on “Ownership” then “Ownership Summary”
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Shareholders and subsidary companiesThomson One Banker ‐ Ownership
Consultation To access the list of shareholders of the company, click on
“Ownership” then “All Shareholders” You will reach the ‘’ Single Security Analysis’’ page
To access a shareholding from a specific period, click on “Share Ownership” then “Shareholder Momentum”
For more information To access the portfolio of investors and their contact
details, click on “Screening and analysis” then “international Investors” and finally on “Target Investors”
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Shareholders and subsidary companiesOrbis
Recherche
Warning! Access to the Bureau Van Djik databases (Orbis, Diane, Bankscope, Zéphyr, etc…) is only available through the Campus network and is accessible only for HEC students.
Type the name of the business in the « Company name » search field
Click on the magnifying glass, or the business name given by the search engine to start the search
Consultation
Click on the name of the business to acess their accounts
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Shareholders and subsidary companiesOrbis
Consultation
The report contains, among other things, subsiduarycompanies
Pour aller plus loin
To export the financial statements of one or more companies :
Cliick on the « Export » icon in the top right corner of the screen.
Choose the export criteria(1)
Click « Ok » to validate the selection parameters (2)
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Mergers and acquisitionsThomson One Banker ‐ Deals
Search Attention! Access to the Thomson One Database is only
possible using Internet Explorer
Click on the “Screening and Analysis ” tab (bottom right )
Select the “Deals and League tables” sub heading, then “M&A” and finally “Advanced Search”
In the “Item List” tab, access the “Company Info” menu, select “Name” then “Target”
A window will open.
Click on “Search” and select the name of the company you want
Click on “Add” then “Ok”
On the main search page, click on “Preview”
You will get a summary of all the transactions where the company was a target
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Mergers and acquisitionsThomson One Banker ‐ Deals
Consultation From the results page which displays a summary of
numerical information, click on the icon to access details of the transaction
For more information To export or print the data, tick on the box in front of the
transaction summary
Click on “Export Tearsheet” or “Print Tearsheet”
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Mergers and acquisitionsZéphyr
Search On the home page, in the “Zephyr advanced” box, click on
“Go”
Click on “company name”, then enter the name of the society to access information on their mergers and acquisitions
Click on “Search”
Consultation From the results page, tick the cases which correspond to
theose which were searched for
Then click “Ok”
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Mergers and acquisitions Zéphyr
Consultation The home page will show your selection below a list of
search options
Then click on« Summary records » or « View list of deals »
For more information You then get a summary of the transactions carried out
including the principal elements of each transaction : target, acquiror, vendor…)
You can either export the results or send them by email
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Capital riskThomson One Banker ‐ Private Equity
Search
Attention! Access to the Thomson One Database is only possible using Internet Explorer
Click on the tab “Screening and Analysis”
Chose the sub‐menu “Private Equity” then “PE investments” and then ”Search Investment”
Select the option “Companies involved in” in the drop down menu
Click on the square icon to get the exact titles of the search criteria
Click on “Click to Expand/Contract” to display the supplementary search criteria
Click on “Generate Report” to create the request (at the bottom of the search options list)
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Capital riskThomson One Banker ‐ Private Equity
Consultation Click on the title of the column “Name / Location /
Description” to access the detailed file on capital risk investment
Use the navigation arrows to consult the following results pages
For more information You can print or export the detailed file in PDF or Excel
format
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