Introducing Finance Databases by Cyrill Walters

1. Finance Databases
DataStream
Bloomberg
McGregor
cyrill.walters@uct.ac.za
Bloomberg

2. The Bloomberg Keyboard
Bloomberg

3. Red, Green, Yellow Keys
CONN
DFLT
Log IN/OUT of the system
ESC
CANC
Acts as traditional ESC.
Clears everything out and
brings to wake up screen
GO
HELP
MENU
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.
PG FWD
PG BACK
Access the next/last screen
in a certain function.
HOME
Returns the cursor to the
command line at the top of
the current screen.
PRINT
Allows you to print the current
screen, or a number of
pages.
EQUITY
PANEL
GO
Main menu for the
each market.
Allows you to switch between
4 Bloomberg Screens.
Bloomberg

4. GETTING
STARTED
>>>>>>>>>>>>>

5. 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

6. // BLOOMBERG & UCT MARCH 2013
NEWS: NI <GO> E.G. NI AFRICA<GO>
6

7. Broad Market Perspectives
Top Recommended Functions
Bloomberg

8. 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

9. Analyzing a Company
Basic Functions for Equities and Fixed Income
Bloomberg

10. MARKETS: WEI <GO>
10

11. ANALYSING A COMPANY
COMPANY OVERVIEW - TKG SJ
DES <GO> (TELKOM)

12. ANALYSING A COMPANY
GP <GO> visual display of price and volume history

13. ANALYSING A COMPANY
ANR <GO> displays analyst recommendations

14. ANALYSING A COMPANY
EE <GO> displays earnings estimate menu where user can
access estimate functions

15. ANALYSING A COMPANY
RV <GO> relative valuation functions useful for peer analysis

16. 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

17. 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

18. 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

19. 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

20. GENERATING
REPORTS AND
DOWNLOADS
>>>>>>>>>>>>>

21. REPORTS AND DOWNLOADS: DES 98 <GO>

22. REPORTS AND DOWNLOADS: FA98 <GO>

23. REPORTS AND DOWNLOADS: FA 98 <GO>

24. Tips, Tricks and Fun
Resources Beyond Business & Financial Data
Bloomberg

25. Bloomberg Cheatsheets
CHEAT <GO>
BPS <GO>

26. 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

27. DATASTREAM

28. Introduction
• Historical Data
• Multiple asset classes
• Four parts:
- Desktop
- Navigator
- Charting
- Add-in: Excel, Word and Powerpoint

29. Datastream Desktop

30. Searching for Data

31. SA Banks - Performance

32. Stock vs Sector Index

33. Comparing Peers

34. JSE All Share and Shariah All Share

35. Raw data in excel

36. Help
• Knowledge Network website:
www.training.thomsonreuters.com
• Contact Us
• Questions???

37. 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