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Introductory Bloomberg Training

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Rules of thumb: Green = Go. Red = Stop. Yellow = Information ... Step 1: Press CONN DFLT button on top right side of keyboard. Step 2: Log in using credentials ... – PowerPoint PPT presentation

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Title: Introductory Bloomberg Training


1
Introductory Bloomberg Training
  • Created by
  • Jory J. McCuskey
  • jjmccuskey_at_hotmail.com
  • Edited by
  • Billy Prather

2
Tutorial Outline
  • Keyboard and Navigation
  • Getting Started
  • Equity Functions
  • Debt Functions
  • Option Functions
  • News Functions
  • Conclusion
  • Data Export

3
The Keyboard Overview
  • Command Structure
  • Identifier (Ticker Symbol)
  • Market Sector (Yellow keys)
  • ex. F8 or Equity
  • Function (Bloomberg listed code)
  • ex. FA for Financial Analysis
  • Example DELL equity FA

4
The Keyboard Continued
  • Navigation
  • MENU
  • Returns you to previous page
  • PAGE BACK/ PAGE UP
  • Scrolls through multipage documents
  • HELP
  • Keyword search

5
The Keyboard Continued
  • Rules of thumb
  • Green Go
  • Red Stop
  • Yellow Information
  • All yellow boxes are adjustable inputs

6
Log Into Bloomberg Terminal
Step 1 Press CONN DFLT button on top right side
of keyboard
Step 2 Log in using credentials printed on
keyboard or monitor
7
The Equities Page
Step 1 Press the EQUITY F8 key then press GO
(enter)
Note This page is your main resource for all
equity related functions
8
Search Functions Equities
Functions Covered TK, QSRC, MA
9
Equity Search Functions TK
  • Overview
  • Quickly search for equities by partial issuer name

Where am I? TK
10
Equity Search Functions TK
Country Code
Ticker
Company Name
11
Equity Search Functions TK
12
Now Try This! Using the TK Equity Search Function
  • Instructions
  • Think of a U.S. company whos ticker you dont
    know and use the TK function to find its Equity
    page

13
QSRC Equity Search
  • Select the search you wish to RUN or EDIT
  • Choose from the available options

14
QSRC Equity Search Editing Search Criteria
15
Customized Equity Search Functions QSRC
  • Overview
  • Generates a list of equity securities based on a
    set of criteria you select such as
  • Country, state, exchange, security type, index,
    industry group and a variety of numerical values
    such as Gross profit margin
  • Quickly screen for opportunities based on
    fundamental and technical data
  • To access type QSRC

Where am I? QSRC
16
Customized Equity Search Functions
QSRC Interactive Example
  • Overview
  • Create a search that finds all U.S. Investment
    banks larger than 500Mln

Where am I? QSRC
17
Customized Equity Search Functions
QSRC Interactive Example
  • Give the search a name (ex BIGGEST INV-BANKS)
    (press to save)
  • Select a search field

Where am I? QSRC
18
Customized Equity Search Functions QSRC Features
  • Type Market Cap in the Search All Fields box
    and press
  • Select option 21) Currency Adj MktCap Last Close
  • Set the minimum for Currency Adj MktCap to
    500Mln
  • Select option 19) Industry Groups

Where am I? QSRC
19
Customized Equity Search Functions QSRC Features
  • Select 8) Financial
  • Select 25) Diversified Finan Serv
  • Select 28) Investment Bnkr/Brkr
  • Press twice (note 1 Industry Group has
    been selected)

Where am I? QSRC
20
Customized Equity Search Functions
QSRC Interactive Example
  • Click Edit, Search Display
  • Click Select display field, type Market Cap,
    select Currency Adj MktCap
  • Type 4 in the orange box next to Currency Adj
    MktCap
  • Set 1st Sort Column to 4, and 2 for Descending
    Order, then 1 to view results

Where am I? QSRC
21
Customized Equity Search Functions
QSRC Interactive Example
  • Press / to scroll
    through results
  • Click on a company to view description, price
    graph, corporate action or news pages

Where am I? QSRC
22
Equity Search Functions MA
  • Overview
  • Provides coverage on global merger and
    acquisition activity
  • Use standardized deal search or create a
    customized search
  • View MA legal and financial league tables as
    well as comprehensive global MA statistics
  • To access type MA

Where am I? MA
23
Equity Search Functions MA 1) MA Search
  • Overview
  • Quick Company Search allows you to search by
    company name or ticker
  • Standard Categories allow you to view results
    from predefined searches
  • Custom Search provides customizable search
    categories so you can define specific criteria
    for displaying transactions

Where am I? MA , 1

24
Equity Search Functions MA Interactive Example
MA Custom Search
Where am I? MA , 1

25
Equity Search Functions MA 7) MA League Tables
Where am I? MA ,
7
26
Equity Search Functions MA 8) MA Statistics
Where am I? MA , 1

27
Now Try This! Using the MA Search Functions
  • Instructions
  • Create an MA Custom search for all U.S. MA
    deals
  • In 2003
  • In the Real Estate Industry
  • By Goldman Sachs
  • Using the MA League Tables function, compare
    market share for Real Estate related transactions
    North America among both financial and legal
    advisors
  • Using the MA Statistics function, find the
    average premium paid for Real Estate related MA
    transactions in March 04. How does this premium
    compare with the average premium paid across the
    world?

28
Search Functions UNDW Custom Underwriter
Rankings ex IPOs
Where am I? UNDW
29
Search Functions LEAG
Where am I? LEAG
30
Now Try This! Using the LEAG or UNDW Search
Functions
  • Instructions
  • See who leads the League Tables for U.S.
    High-yield Debt
  • Create a custom search for all IPOs in the US
  • Who leads the league tables for Canadian
    Government Debt?

31
Equity Markets Functions
  • Functions to be covered
  • WEI World Equity Markets view
  • LVI Largest Volume Increases
  • WPE World PE
  • WEIS World Equity Ranked Returns
  • NN Equity News Search Category
  • EMI Equity Market Indicators
  • IMOV Index Movers
  • MOST Most Active
  • EMTK Equity Market Ticker
  • CSDR Sovereign Debt Ratings

Where am I? QSRC
32
Equity Markets Functions WEI World Equity
Markets View
Where am I? WEI
33
Equity Markets Functions LVI Largest Volume
Increases
Where am I? LVI
34
Equity Markets Functions LVI Largest Volume
Increases
Where am I? LVI
35
Equity Markets Functions WPE World PE
Where am I? WPE
36
Equity Markets Functions WEIS World Equity
Ranked Returns
Where am I? WEIS
37
Equity Markets Functions WEIS World Equity
Ranked Returns
Where am I? WEIS
38
Equity Markets Functions WEIS World Equity
Ranked Returns
Where am I? WEIS
39
Equity Markets Functions WEIS World Equity
Ranked Returns
Where am I? WEIS
40
Equity Markets Functions NN Equity News Search
Category
Where am I? NN
41
Equity Markets Functions NN Equity News Search
Category
Where am I? NN 36
42
Equity Markets Functions EMI Equity Market
Indicators
Where am I? EMI
43
Equity Markets Functions EMI Equity Market
Indicators
Where am I? EMI 31
44
Equity Markets Functions EMI Equity Market
Indicators
Where am I? EMI 31
45
Equity Markets Functions EMI Equity Market
Indicators
Where am I? EMI 31
46
Equity Markets Functions IMOV
Where am I? QSRC
47
(No Transcript)
48
Equity Markets Functions MOST
Where am I? QSRC
49
Equity Markets Functions EMTK Equity Market
Ticker
Where am I? EMTK
50
Equity Markets Functions EMTK Equity Market
Ticker
Where am I? EMTK 11
51
Equity Markets Functions EMTK Equity Market
Ticker
Where am I? EMTK 11
11
52
CSDR Sovereign Debt Ratings
Where am I? CSDR
53
CSDR Sovereign Debt Ratings
Where am I? CSDR 1
54
Multiple Security Analytics Functions
  • Useful functions to explore
  • HMS 4-in-1 Price Graph
  • MRA Multiple Regression Analysis
  • CORR Correlation Matrix

55
Price Graphing Functions
  • Useful functions to explore
  • HP Historical Price Table
  • GIP Intraday Price Graph
  • GPO Price Volume Graph w/ Moving Avg.

56
Financial Analysis Functions
  • Functions covered
  • FA Financial Analysis
  • DVD Dividend Summary (not shown)
  • CF Company Filings (not shown)

57
Financial Analysis Functions
Where am I? 9
58
Financial Analysis Functions
Where am I? FA
59
Financial Analysis Functions
Where am I? FA 9
60
Valuation, Risk Return Functions
  • Functions covered
  • RV Relative Value
  • DDM Dividend Discount Model
  • WACC Weighted Average Cost of Capital
  • BETA Beta Calculations
  • COMP Comparative Return Analysis
  • EQRP Equity Risk Premium (CAPM)
  • CRP Country Risk Premium

61
Valuation, Risk Return Functions RV Relative
Value
Where am I? RV
62
Valuation, Risk Return Functions DDM Dividend
Discount Model
Where am I? DDM

63
Valuation, Risk Return Functions WACC Weighted
Average Cost of Capital
Where am I? WACC

64
Valuation, Risk Return Functions BETA Beta
Calculation
Where am I? BETA

65
Valuation, Risk Return Functions BETA Notes
  • You can change several inputs
  • Date Range
  • Frequency
  • Make sure you have enough data points
  • Otherwise your Beta will be inaccurate
  • Most professors use Adjusted Beta

66
Valuation, Risk Return Functions COMP
Comparative Returns
Where am I? COMP

67
Valuation, Risk Return Functions EQRP Equity
Risk Premium (CAPM)
68
Valuation, Risk Return Functions EQRP Equity
Risk Premium (CAPM) Notes
  • Inputs
  • Expected Market Return
  • Risk Free Rate
  • Rate on current 10-yr Treasury Bonds
  • Applied Beta
  • Country Premium (CRP)
  • Market Premium
  • Market return Risk free rate

69
Valuation, Risk Return Functions CRP Country
Risk Premium (Market Premium)
70
Earnings Functions Functions
  • Functions covered
  • EE Earnings Estimates
  • EEG Earnings Estimate Graph
  • ERN Earnings Summary (not shown)

71
Earnings Functions Functions EE Earnings
Estimates
Where am I? EE
72
Earnings Functions Functions EE Earnings
Estimates Notes
  • Inputs
  • Type of Estimate
  • Revenue etc.
  • Currency
  • Time Period
  • Usually the larger the company the more types of
    estimates our available

73
Earnings Functions Functions EEG Earnings
Estimate Graph
Where am I? EEG

74
Other Functions
  • Functions covered
  • AIRS Airline Statistics
  • HDS Holdings Search
  • CACS Corporate Action Calender
  • CACT Corporate Action Global
  • ACDR Earnings Announcement Calender
  • RELS Related Securities

75
Other Functions AIRS Airline Statistics
  • Displays air travel statistics by the U.S.
    Department of Transportation Information
  • Statistics include On Time Arrivals, Mishandled
    Baggage Consumer Complaints,and Passenger Traffic
  • Value is the number per 100,000 passengers
  • Sort or view a graph of each statistic over time

Where am I? AIRS
76
Other Functions AIRS Airline Statistics
Where am I? AIRS
77
Other Functions HDS Holdings Search
Where am I? CMCSK HDS
78
Other Functions CACS Corporate Action Calendar
  • Overview
  • Displays a list of corporate actions taken by a
    company over a date range
  • Customize the date type (effective,
    announcement), action type (acquisition,
    dividend, shareholder meeting) and date range

Where am I? CACS

79
Other Functions CACT Corporate Action Global
80
Other Functions CACT Corporate Action Global
81
Other Functions CACT Corporate Action Global
  • Inputs
  • Date Range
  • Corporate Action Type
  • 4 pages of action types
  • Company Name
  • Country

82
Other Functions ACDR Earnings Announcement
Calendar
  • Overview
  • ACDR displays earnings estimates and announcement
    dates for companies in a specified country or
    region
  • Use to compare actual with estimated earnings

Where am I? ACDR
83
Other Functions RELS Related Securities
  • Overview
  • RELS allows you to quickly find all equity and
    debt securities issued by a company as well as
    brands, subsidiaries, people, news, major
    physical assets such as power plants or pipelines

Where am I? RELS
84
Debt Functions Government Securities (F2)
85
Debt Functions Government Securities Lookup (TK)
86
Debt Functions Lookup TK (continued)
87
Debt Functions Lookup TK (continued)
88
Debt Functions Lookup TK (continued)
89
Debt Functions Yield Curve Spread FMCS
90
Debt Functions Yield Curve Spread FMCS
(continued)
91
Debt Functions Yield Curve Spread FMCS
(continued)
92
Debt Functions Yield Curve Spread FMCS
(continued)
93
Debt Functions Corporate Bonds (F3)
94
Debt Functions Corporate Bonds Lookup TK
95
Debt Functions Corporate Bonds Lookup TK
(continued)
96
Debt Functions Corporate Bonds Lookup TK
(continued)
97
Debt Functions Corporate Bonds Lookup TK
(continued)
98
Option Functions Introduction
  • Option Functions are under Equity (F8) Market
    Sector
  • OMON Option Monitor
  • CALL List of Calls
  • PUT List of Puts
  • Other functions (not shown)
  • GP Price Graph
  • HP Historical Price
  • DES Description

99
Option Functions OMON Option Monitor
Click and hold to see menu for a specific option
100
Option Functions CALL List of Calls
101
Option Functions PUTS List of Puts
102
News Functions
  • Functions covered
  • N Main News Menu

103
News Functions
Where am I? N
104
News Functions TNI
Where am I? TNI
105
News Functions TNI
Where am I? TNI
106
Economic Functions
  • Functions (Not Shown)
  • ECST Economic Statistics
  • IBQ Industry Overview
  • CBQ Country Overview

107
The Help Function
  • As a search function
  • For instructions and Definitions

108
Data Export
  • Print Screen (Action Menu)
  • Send Screen (Action Menu)
  • Screen capture sent to your email
  • Excel Download
  • You can cut and paste non-menu pages
  • The data will need to be reformatted
  • use Ctrl-C (Cut) and Ctrl-V (paste)
  • There is no direct Excel Download

109
Questions?
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