Mergent Online 簡易マニュアル...Industry Analysis Industry Analysis Choose definition Create...

Mergent Online Simple ManualVer.1.92.22

Mergent Japan K.K.

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NEW YORK | CHARLOTTE | SAN DIEGO | LONDON | MELBOURNE | KUCHING | TOKYOServing comprehensive business information since 1900

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１．【 Mergent Online 】https://www.mergentonline.com/

Through IP authentication, User does not need to inputusername & password. User only need to input URL.

２. Username & password, User need to inputusername & password, and click the login.

※ Please finish this service through logout.

Log in★ Access to Mergent Online by Username / Password or IP authentication.

★ If user does not use the service more than 10 mins or more,

this service will log out automatically based on the security.



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Basic Search★ Search by Company name, Ticker and Industry Code. ※See code reference.★ Available to search private company data over 200 countries in the world. ★ Available to check the schedule of Board Meeting, Earning call and Conference call. ★ Available to confirm each country profile.

Basic Search

Country Profile

Check basic information of 116 Countries.

Search A-1

Chose the data coverage

Search A-2

Input Company name, Ticker code and search “ GO” bottom.

（例：Coca-Cola ）

※ Industry Code reference

SIC、NAICS、MIC code

Company Calendar

Board meeting, Earning Call and Conference Call schedule.

Private Company Data

Base information of private company.

※Please click the check box.


Search B

Industry Code、INDEX、Exchange、Country Code.


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★ Available to search by multiple items, sales, asset – financial item, country code, industry

code through the following process from No.1 to 7.

Advanced Search 1

Advanced Search

choose Data base

choose detail items and click 「＋」bottom.

Choose the tab

Load a previous search

Load previous search conditions.


Click 「＋」and input detail number. Click 「submit」and search

choose「and」or「or」

Display the search result through “ VIEW” bottom. And by using “SAVE” bottom, user can save the search result as the list.

Country Profile


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< Financials >Advertising （広告費）

Cash flow from Operations（営業活動によるキャッシュフロー）

Current Assets （流動資産）

Current Liabilities （流動負債）

Earnings Before Tax （税引前利益）

EBITDA （利払前、税引前、償却前利益）

Inventories （棚卸資産）

Long Term Debt （固定負債）

Net Income （当期純利益）

Net Interest（Banks Only）（利息）

Net Loans & Leases（Banks Only）（ローンとリース）

Net Property Plant & Equip（有形固定資産）

Operating Income （営業利益）

Research & Development （研究開発費）

Selling General & Admin （販管費）

Stock Holders Equity （自己資本）

Total Assets （総資産）

Total Deposits（Banks Only）（総預金）

Total Liabilities （総負債）

Total Revenue （総売上高）

< Industry Codes >Any NAIC （主要事業以外の産業コード）

Any SIC （主要事業以外の産業コード）

MIC （主要事業の産業コード）

Primary NAIC （主要事業の産業コード）

Primary SIC （主要事業の産業コード）

< Textual Search >Business （事業概要）

History （社史）

Joint Ventures （合弁事業）

Property （土地・建物等の資産）

Corporate Information（一般的な企業情報項目）

Executive （経営幹部）

Financials （財務項目）

Industry Codes （産業コード）

Pricing （株価）

Ratios （財務比率）

Textual Search （テキスト検索）

Index （指標）

Advanced Search 2

< Pricing >Average Price （平均株価）

Average Volume （平均出来高）

Closing Price （終値）

Dividend Yield （配当利回り）

DPS （一株当たり配当金）

EPS （一株当たり利益）

Market Cap （時価総額）

Maximum Price （最高値）

Minimum Price （最安値）

PE Ratio （株価収益率）

Price Change （株価変化率）

Share In Issue （発行済み株式数）

Volume （出来高）

< Corporate Information >Company Name （企業名）

State （州）

City （都市名）

Zip Code （郵便番号）

Year Incorporated / Founded （設立年）

Stock Exchange （証券取引所）

State of Incorporation （設立州）

Country of Incorporation （設立国）

Country of Operations （主要活動国）

Number of Employees （従業員数）

Number of Share Holders （株主数）

Legal Counsel （弁護士法人）

Subsidiary （子会社）

Transfer Agent （名義書換代理人）

Auditor （監査法人）

< Ratio >Advertising % TR （売上高対広告費率）

Calculated Tax Rate （税引前利益に対する税率）

Current Ratio （流動比率）

Earnings Before Tax Margin （税引前利益率）

EBITDA Margin （売上に対する利払前、税引前、償却前利益率）

Gross Margin （粗利益率）

Interest Coverage （ｲﾝﾀﾚｽﾄｶﾊﾞﾚｯｼﾞﾚｼｵ）

Inventories % TA （資産対棚卸資産比率）

Inventory Turnover （棚卸資産回転率）

Loans to Deposits（Banks Only）（預金に対する貸付比率）

Loss Ratio % （Insurance Only）（保険損害率）

Long-term Debt to Equity （固定比率）

Net Current Assets % TA （流動資産構成比率）

Net Interest Margin %（Banks Only）（利子利益率）

Net PPE % TA （資産対有形固定資産比率）

Net PPE Turnover （有形固定資産回転率）

Net Profit Margin % （当期純利益率）

Operating Margin （営業利益率）

Quick Ratio （当座比率）

R & D % TR （売上高対研究開発比率）

Revenue per Employee （従業員一人当たりの収益）

ROA % （Net）（総資産利益率）

ROE % （Net）（株主資本利益率）

ROI % （Operating）（投資収益率）

Selling Gen & Admin % TR （売上高対販管費率）

Total Asset Turnover （総資産回転率）

Total Debt to Equity （負債比率）


< Executive >First Name （名前）

Last Name （名字）

Salary （給料）

Age （年齢）

Committee （委員会）

Education （学歴）

Title （役職）

Bonus （賞与）

Year Started （就業年）

Total Compensation（総報酬）

Tenure （在籍期間）

Job Function （担当業務）

Inactive （退職者を含む）

Tab list


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★ Coverage is Global and it covers more than 34 million private companies.

★ Available to search by company name, address, sales, industry code etc.

Private Company Search

Private Company Search


choose the tab




Click 「submit」and search Choose「and」or「or」


Country Profile

Available to check base country profile


Search Quick Search

Click 「＋」and input detail number.

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★ Available to search by executive name, company name, compensation and age etc,

coverage is more than 500,000 executives about US Listed companies through the following

process from No.1 to 7.

Executive Search

choose Data base


choose the tab




Click 「＋」and input detail number. Click 「submit」and search

choose「and」or「or」


Executive Search


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NEW YORK | CHARLOTTE | SAN DIEGO | LONDON | MELBOURNE | KUCHING | TOKYO

Government Filings★ Available to search by Company Name, Ticker Symbol, CIK code and date & file type.

★ Available to download to PDF, Word, Excel, Text.

Government Filings

１．Company info input

Company Name, Ticker Symbol, CIK code SIC code

２．Date select

Within 30 days etc, ●month to ■ date

３．File type select

10K, 10Q etc, choose the file type

Serving comprehensive business information since 1900

EDGAR / SEDAR select

US And Canada


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Bond Search

Bond Search

Search 1

Click Bond Search tab

★ Available to search about Bond information in North America Market by rating and a series of

conditions.


Search 2

Input Issuer name or redemption date.


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Country Insight

Country Insight

Search

choose report date, region and report type, through search bottom, user can create PDF report

★ Country Insight is offered by D&B. Coverage is 130 countries. Contents is forecast, current situation and risk information.



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★ Major Economic Indicator information about US, Canada, UK, France, Germany, Australia,

China and Japan. Update is daily, weekly, monthly and quarterly based on the each data

source.

★ Available to download to MS Excel.

Economic Research

Economics

Select classification


Select data item

Select year

Download function

Download to MS Excel


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Industry Analysis

Industry Analysis

Choose definition

Create PDF report

★ Available to search industry / sector - outlook, current situation and forecast in North America,

Asia Pacific, Euro and South America as PDF report. ★ Available to create PDF report through search Screen or individual company information tab.


Search Screen

Each company information screen


Reports

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Horizon(Supply Chain)

Horizon(Supply Chain)Search

Available to search by specific product name and industry/Sector name etc.

★ Available to search by specific product name and industry name etc.

★ Available to check information of suppliers, client and partner companies.


Search Screen Each companies’ information screen

Search Result

Searched by product name /company name

Search

Available to confirm information of suppliers, client and partner companies and M&A Scenario.


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Investext Snapshot

Investext Snapshot

Search

Available to select a specific company name, industry name, country name, headline of news etc.

★ Available to check analyst report of company, industry, and country, which is analyzed by analysts.



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Company Details

Company Details

★ Available to check Business summary, company outline, officers, audit corporations, company

history, assets, dividends, market capitalization, information on the ratio of subsidiaries, sales

by region and the outline of the company.

Business Companies’ business outline and industry classification

Property

Property information on factories, land, buildings

Subsidiaries Shareholding ratio information on subsidiaries etc.

Long Term DebtBond information such as bond yield and redemption date

Capital StockDividend, spilt etc information

Highlights Items collected important financial data such as sales and liabilities

Earnings Estimates Performance forecast value information

Synopsis

Items that collect key parts representing companies

HistoryMain corporate history from the establishment of the company to the present


Business Segments Sales information by region


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★ Available to check important personnel information such as name, photo, age,

remuneration, responsible work, performance, work experience, academic background of

each member of officers, directors, and committees.

Officers, Directors, Committees Important personnel information of each member.

Executives

Executives



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★ Available to check position, ownership percentage and the holding status by financial institutions.

Ownership

Ownership

Institutional Holdings

Information ratio of institutional investors, number of shares held, rate of change etc


Insiders

Information on the ownership percentage of the corporate officers, the number of shares etc

Insider Trades

Information on trading in stock of the company and trends over the past two years


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★ Available to check the financial data as announced for up to 30 years, and also available to

know the financial contents of the company from various angles such as XBRL format

financial data and Ratio.

Company Financials

Company Financials

As Reported

Prelims Available to check Earning Summary,

Restated Restated financial Data after officially reported by the company

Ratios ROE, ROA, ROI etc

AnalysisBalance /comparison of B/S, P/L, Ratios

Download function


Standardized Displayed data classified by XBRL taxonomy



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★ Available to view the stock price (open price, high price, low price, close price) for past 30 years,

the value of adjusted stock price, volume etc.

Charts

Available to compare in the chart by specifying the number of years, brand, INDEX, etc.,

Equity Pricing

Equity Pricing

Report Available to check and download stock prices for the past 30 years in a table format.



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Reports

Reports

★ Available to check various reports such as annual report, CSR report, SEC filings report,

industry report, stock report and broker report etc.

Annual Reports

Available to view the annual report and Japanese Yu-ho report in PDF format by clicking the year that user wants to view.


Industry Reports

Available to check 28 sector industries in North America, Latin America, Asia Pacific and Europe.

Equity Reports

Summary of the stock Reports etc

Mergent Reports

This is the function, download to MS EXCE, WORD, PDF as predefined report style. For example, Fact Sheet, Officer Information, Corporate Company business summary , Financial etc.


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★ Available to check SEC Filings, Canadian Filings of the company in chronological order, in

any format (Text, Word, Excel, PDF etc).

Filings

Filings

Download or Print

EDGAR File



EDGAR / SEDAR

Available to choose Canada and US

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News★ Analyzing the huge amount of news about the company with the latest AI technology and

relating to stock prices and industry Display relevance charts with easy-to-understand terms.

★ Available to check the summary of past news.

Historic NewsNews

Recent News



News Analysis

By AI analysis about news, trends, frequent words related with the company, important personnel changes, etc. that affect the company and stock price with the latest news etc.

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★ Available to check and compare financial comparisons between the company and

competitors in the industry.

★ It is easy to add / delete companies to the displayed list.

Competitors

Competitors

Comparison

Available to check financial comparison data with other companies in the same industry using financial items such as sales, gross margin ratio, net income etc.

Download function



Add Company to Competitor List / Remove


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★ Available to search by specific product name and industry name etc.

★ Available to check information of suppliers, client and partner companies.

Supply Chain

Supply Chain



Industries & Sectors

Products & Services

Available to check the specific name of the product or service handled by the company.

Competitors

Customers SuppliersPartners

M&A Scenario Report

Available to compare in the case of M&A, with the Target Company. Comparison items are number of employee, sales, the over rap of the product, sector, customers and suppliers etc.

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★ Available to confirm how to read various indicators with video commentary.

★ Available to downloaded downloadable graphs and data to Word and Excel.

Company Analytics

Company Analytics



Custom Data Range

Available to select the term

Category

From about 85 analysis items ranging from fundamental to technical analysis, user can check how to read items by short video or text.

Chart

Available to check the time series chart with the image.

Play Video

Available to confirm how to read each index about 3 minutes about video commentary.

Download function

Available to download the displayed graph and data image to Excel, Word.

Text View

Available to check commentary on video commentary with text information.

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Report Builder 1★ By using the Custom Report function in Report Builder, User can create a report of the

displayed company.★ Available to create a report as PDF, Word, Excel and HTML format.

Report BuilderStep１

Custom Reports


Step ２

Expand each item in Select Data Items with "+" button. Select an arbitrary item.

Step ３

Click the ">" button to move the selected item to Report Items. (If user want to move all items, move with the "" button.)

Step ４

Select a format and Click Create Company Report


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Report Builder 2


Report Wizard


Step ２

Select and drag an arbitrary icon from Pre Defined Reports and drop it in Report Preview.

Step ３

choose / select format

★ By using the Report Wizard function in Report Builder, user can display and build the report

of the displayed company.


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Reports of multiple companies★ By using Report Builder and My Mergent Tools functions, user can create report of the

following two type reports.

① Multiple Company Report in Mergent Tools ② Comparison Report in Report Builder and Mergent Tools


2 Type reports

① Multiple Company Report ② Comparison Report


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Report Builder 3


Select Comparison Reportand Compare Company against Industry


Step ２

In order to extract companies to compare with the company, 1. Select Peer Group and any industrial classification.

Step ３

Based on sales, select the range to compare with 25 from the top and 10 from the bottom.

★ User can create report of multiple companies by using comparison Industry function.★ Available to create these reports as PDF, Word, Excel and HTML format.


Step ４


Step ５

Click the ">" button to move the selected item to Report Items. (If user want to move all items, move with the "" button.) Step ６

Select the year

Step ７

Select a format and Click Create Company Report

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Report Builder 4


Comparing Company in Comparison Reports. It is available to create reports of multiple companies by using the function of Custom Group


Step ３

When the necessary companies were showed in the company listing, please click on the necessary company and confirm the company being displayed.

★ Available to Compare Company in Comparison Reports.

Available to create reports of multiple companies by using the function of Custom Group.★ Available to create a report as PDF, Word, Excel and HTML format.


Step ４


Step ５

Click the “>” button to move the selected item to Report Items. (If user wants to move all items, move with the “>>” button.)

Step ６

Select the year

Step ７

Select a format and click Create Company Report

Step ２

Through Searching companies in Change Company, click on "+ to Company Analysis List" to accumulate companies in Company Listing.

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My Mergent Tools 1★ Available to create reports of multiple companies by another methods, it is necessary to

accumulate companies in

★ ① Save as Each Company「Company Analysis List」② Save as the list of company 「Company Analysis List」


Company Analysis ListCompany information screen

Screen is displayed when user selected company from the search results. ① Save as Each Company ② Save as the list of company

Search result

Basic Search, Advanced Search result

Operation process １

Click the character of "+ to Company Analysis List" displayed on the right side of the company name and accumulate the listed companies in the list.

Operation process２

If there are companies that user want to accumulate further, enter changing "Company name" and perform Operation process repeat Operation process 1 and 2 until user have the necessary companies.

Operation process

① Click the check box at the head of the company name.

② Choose "Add Currently Selected Companies" from the upper left pull-down menu to accumulate companies.


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My Mergent Tools 2★ Companies that saved in the "Company Analysis List" to create report are able to

confirm by opening the "Corporate information screen" or "Search result".


Company Analysis List

Search result

Company Analysis List


Company information screen

Operation process

Click "My Mergent Tool" and select "Company Analysis List" from the displayed list.

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My Mergent Tools 3★ By using "Company Analysis List" and through user select the company and information,

user can create multiple report.

Operation process ２

Select the displayed company and confirm with ">" button.


Operation process ３

Select items such as financial information, fiscal year and confirm with ">" button.

Operation process ４

Select download format.

Load and Save

Available to save and load the list and search conditions.

Create ReportOperation process １

Select Report Type


Company Comparison ReportMultiple Company Report

Date post:	05-Jul-2020
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