Intro to DS Advance 4'0

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Intro to DS Advance 4.0

• Part I

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Course Structure - Session 1

• Introduction
• Using Advance
• Overview
• Line Charts
• Equity Price Performance Report
• Transporting Data Charts to other Applications
• Producing Updating Projects

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Course Structure Session 2

• Creating Lists
• Equity Search
• Manipulating Graphics
• AFO

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The Research Service
Introduction
The leading provider of global research data to
the international financial community
Analysts Stock Brokers Dealers Economists Aca
demics Researchers Financial Media Fund
Managers Merchant Bankers Investment Accountants
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Data Requests
Introduction

• 3 Billion individual data items
• 1 Million are updated daily
• Over 300,000 requests per day

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Database
Introduction

• Equities -Equities, Equity indices, Company
  Accounts, Investment and Unit Trusts
• Bonds Bonds, Bond Indices
• Derivatives Warrants, Futures Options
• Economics Macroeconomic Series, Interest and
  Exchange Rates

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Third Party Databases
Introduction
More than 25,000,000 Series
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Using Advance
Output Window
Request Tabs - Select how to display the data
e.g. Overview, Charts
Execute the Request
Data Category
Start/End Date
Details of the selected series and data
Use the Navigator to choose series and datatypes
Currency Selector
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DS Advance 4.0 Advantages

• Use of DS Navigator as the central navigation
  interface and database for finding series and
  datatypes

no need to update a locally held ?
codes database
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Using Advance
2. Select the program tab to be used.
4. Click on Run Now.
1. Select the series.
3. Set the parameters.
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Program Selection Tab
Overviews - Request Datastream company,
commodity, warrant, trust and bond performance
overviews and a range of fixed format I/B/E/S
forecast overviews.
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Program Selection Tab
Charts - Request any of the standard Datastream
graphics, including Line, Moving Average,
Stochastics, High-Low-Close, Candlesticks, and
Bollinger Bands.
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Program Selection Tab
Reports - Select from a range of pre-formatted
report types including Profit Loss, Dividend
Earnings, Key Accounts Ratio, and Company
Profiles.
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Program Selection Tab
Data formats - Download time series and static
data, and company accounts data, which you can
export or transfer, via DS API, to your
spreadsheet.
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Program Selection Tab
Datastream Mnemonic search Two tools are
available to search the Datastream database for
company mnemonics. The searches can be for live
or dead stocks.
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Using Advance
Comparisons - These requests retrieve information
on multiple series to allow you to generate
comparisons across different data category types.
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Program Selection Tab
Summaries - These requests are only applicable
for list requests. For example, performance,
geographical, and industrial summaries for a
Datastream constituent list. Values for all
constituents are displayed in one summary report,
chart, or data format.
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Using Advance
Sample Price and Price Relative Chart 401B
2. Click on the 2nd tab and choose Price and
Price Relative Chart.
4. Click on Run Now.
1. Select the series.
3. Set the time period.
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Overview

• Display an overview of the stock Toyota Motor

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Line Chart

• Produce a line chart of the stock CLP Holdings
  over the last year
• Amend the chart so that the chart start date is
  31st of January 1999.
• Now view Market Value of the stock, over the same
  time period.
• View the chart in US Dollars instead of HK
  Dollars.

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DS Advance 4.0 Enhancements
Right-click on Run Now to switch to Update
mode - or - Create a New Request
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Price and Price Relative Chart

• Produce a price and price relative chart of
  Singapore Airlines, over the last 6 months.
• Change the relative from SG Straits Times to DS
  Total Market - SG

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Comparison Line Chart

• Produce a 1 year historical Comparison Line chart
  of the following equities and index-
• Bank of the Philippine Islands
• Banco de Oro
• China Banking
• Rizal Commercial Banking Corporation
• Metropolitan Bank Trust
• Philippine SE Financials Index
• Rebase the chart to 100 and change the currency
  to U.S. Dollars

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Transporting Charts to Other Applications

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Comparison Time Series

• Delete the Philippine SE Financials Index
• Download raw end of month data from 30/04/01 for
  the comparison banking equities. Leave the
  currency conversion to US Dollars
• Transfer the data into Excel

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Price Performance Ranking

• Rank by the price performance the constituents of
  the Manila Banking and Financial Index over the
  past 6 months
• Copy and Paste the report into Excel

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Economic Overview

• Display an overview of the China Consumer Price
  Index over the last 10 years

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Exchange Rate Line Chart

• Display a Line Chart of the UK to US (WMR)
  over the last 2 years

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Projects

• Check the project you have produced
• Delete the overview of the Economic Series
• Save and close the project
• Reopen your project and update it

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DS Advance 4.0 Enhancements
New options are now available on the projects tab
export, copy, edit start and end dates
DS Advance 3.5 options
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DS Advance 4.0 Enhancements
Option to convert a set of stored 401X formats (G
numbers) into flexible chart requests within an
Advance project, making this transition faster
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Projects

• Use the schedule facility to update your project
  at a later date.

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DS Advance 4.0 Enhancements
Refresh any number of projects at a future time
and on a regular basis
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DS Advance 4.0 Enhancements
Print multiple charts on a page (a very popular
DS Windows feature)
options to add page numbers, titles, etc are also
available
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End of Part 1