Research Insight Tutorial

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Research Insight Tutorial

• Dongnyoung Kim
• Finance Department

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Introduction

• This brief tutorial is designed to help students
  use the database Research Insight to find
  financial data. At the end of this session,
  students will be able to
• Locate codes (such as name or ticker) for
  companies
• Select desired time period
• Collect financial data (such as sales, total
  asset or ROA)

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1. Research Insight Start Screen

• Example
• Name Intel Corp
• Ticker INTC (NASDAQ)
• Data to be obtained Sales, Total asset and ROA
• Click Research Assistant

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2. Research Assistant Step 1

• Put the code of the company (such as ticker)
  in the blank space, if you know the code
• If you do not know it, click Look Up to find
  codes

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3. Research Assistant Step 1 (Case of Look Up
for Intel)

• Highlight C CS ACTIVE in the left window
• Type the name (Intel) in the blank space on
  the top of the right window on the look up screen
• Highlight Intel Corp in the right window
  Click Paste

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4. Research Assistant Step 2

• Make sure that the company name you selected
  appear in the company list of the left window
  Click Next

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5. Research Assistant Step 3

• Select Report Assistant Click Next

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6. Report Assistant Step 1

• Under Historical Analysis Select Item vs.
  Time For a Company
• (You have other historical analysis options)
• Click Next

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7. Report Assistant Step 2

• Under Item Groups, Select Bal Sheet-ann
  Highlight total asset in the Items Window
  Click Add in the middle column
• Under Item Groups, Select Income-ann
  Highlight sales in the Items Window Click Add
  in the middle column
• Under Item Groups, Select Valuation
  Highlight Return on assets in the Items
  Window Click Add in the middle column
• The period you selected will appear in the
  right window Click Next

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8. Report Assistant Step 3

• Set absolute in the format for period
  display.
• E.g., y05 to y05- Beginning period2005
• - Ending Period 2005
• Click Finish

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9. Research Insight Report 1

• Your search results appear in the window
  Click the Save Icon (the picture of a disk)

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10. Research Insight (Save As)

• Click the small down arrow to open the
  drop-down menu Highlight where you want to save

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11. Research Insight (Save As)

• Enter a File Name Click Text Options

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12. Research Insight (Text Options)

• Under Column Delimiter, make sure Tab is
  selected. This ensures that your data can be read
  by programs such as Microsoft Excel. Click
  OK Your data can now be saved.

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Second Example

• Get industry average or median of financial data
  (such as sales, total asset or ROA) using SIC
  codes
• For further information of SIC codes, go to
  http//www.osha.gov/pls/imis/sic_manual.html

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Second Example (Contd)

• SIC code
• 3711(Motor Vehicles and passenger Car Bodies)

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Example (Contd)

• Repeat the steps which are shown in previous
  slides

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Multiple companies case

• Step 1 list the companies Valid retrieval keys
  (e.g., ticker symbol)
• Step2 save the companies ticker symbols in
  excel, using CSV format
• Step3 open the research insight

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Multiple companies (contd)

• Valid retrieval keys include
• TIC The companys ticker symbol.
• CUSIP The companys CUSIP number, an eight or
  nine digits number.
• GVKEY The companys GLOBAL Vantage Company Key.
• Currency Code A currency key used for GLOBAL
  Vantage.

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Multiple companies (contd)

• Lets go back to the research insight window
• Then click File on the menu
• Select import

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Multiple companies

• Select SET in the box called as import
• Then click open

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Multiple companies (contd)

• Save your file as a set in research insight
• Now you have a set of companies which research
  insight can recognize them and are ready to
  extract data

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Multiple companies (contd)

• Now we open the set which we created in the
  previous step
• Click research assistant on the left corner of
  top

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Multiple companies (contd)

• You can see initial set on the right
• Click change set
• Then click Look up button in small new window

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Multiple companies (contd)

• Go back to slide 11 and repeat the steps