Compustat Research Insight ????????? - PowerPoint PPT Presentation

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Compustat Research Insight ?????????

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Compustat Research Insight NA North America NA NA Backdata GV Global Vantage www.tbmc.com.tw – PowerPoint PPT presentation

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Title: Compustat Research Insight ?????????


1
Compustat Research Insight?????????
  • NA ???-North America
  • NA ???-NA Backdata
  • GV ???-Global Vantage

www.tbmc.com.tw
2
COMPUSTAT
  • ?????????????
  • ??????????????
  • ?????????????
  • ???????????

3
????-NA ???
  • ????NA North American ???
  • ????? 20 ?
  • ????
  • ????(C)? 9,828 ?
  • ??/?????(R)? 12,790 ?
  • ?????(T)? 3,300 ?
  • ADR??(ADR)? 520?
  • ????(Indices)1,785 ??,?SP?Dow Jones?Rusell...
  • ????
  • 1,200 ? Data Items?Ratios?Growth Rates
  • ?????132?
  • ??????????(CD-Rom)

4
????-NA ???
????
  • ????NA Backdata ???
  • ????
  • ????? 1950 ?
  • ???????? 1962 ?
  • ????400 ??????
  • ????63 ?Fundamental Items
  • ??????????(CD-Rom)

5
????-GV ???
  • ????GV Global Vantage ???
  • ????? 20 ?
  • ????
  • ????(GF)? 21,000??
  • ??/?????(DX)? 8,200??
  • ????????? 3,300 ?
  • ????(Indices)98 ???????(Local Market Indices)
  • ????
  • ?500 ? Data Items,??50?Data Items?
  • ??????????(CD-Rom)

6
?RI 8.0??????? RI 8.0 North America Data
Additions
7
RI 8.0 North America Data Additions
  • Compustat Analysts Notes
  • GICS Aggregate
  • ????????
  • Additional Data Items
  • New Updated Reports and Templates

8
Compustat Analysts Note
  • ???? item ????????
  • Excel Template
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Ratio Report
  • ????
  • ???1998 ???
  • ???2002 ???

9
(No Transcript)
10
GICS Aggregate
  • ??A
  • ?? GICS ??,????????????????????????
  • ?? 247 ???,? 8,000 ???????,??????? 99 ??
  • ????? 1990 ?
  • ?? Balance Sheet, Income Statement, Cash Flow ??

11
(No Transcript)
12
????????
  • ????? (Airlines)????(Healthcare
    Facilities)????(Homebuilding)????(Oil
    Gas)????(Retail)???????????
  • ?????????????????????????
  • ????
  • ???1999 ???
  • ???2001 ????

13
(No Transcript)
14
?? Data Items
  • 50 ??????? (Pension)??
  • ???? SFAS 123 ??? 45 ????(Options)??
  • 100 ????items,e.g.. Dividend Yield Current Month,
    Market Return 1 Year, Miscellaneous Debt,
    Nonrecurring Income Tax ?

15
New and Updated Reports and Templates
  • 5 ???GICS Aggregate ??(Reports)
  • 10 ???????????(Reports)???(Templates)
  • ?????????(Reports)???(Templates)
  • RI Explorer ??(Templates)

16
Enhancements to Global Vantage
  • Global Data History Expansion
  • ???12 yrs ? 20 yrs
  • ???144 months ? 240 months
  • ?????????????????? 1,500 ?????????,????A??????????
  • ?? 20 ??? 11 ? Balance Sheet ?Income Statement
  • 50????data items

17
Enhancements to Global Vantage
  • ??????????
  • ???1,100????
  • ??????5?
  • ?????????????
  • ???400????????
  • ??????????1984?
  • ??????????1995?

18
??????
19
??????
  • SIC CodeStandard Industrial Classification
    Code????????
  • GICS Code??????????
  • NAICSThe North American Industry Classification
    System ????????

20
??
  • ????????--Research Assistant
  • Step1??????
  • Step2??????
  • Step3??????
  • ??????????--Report
  • Company Highlights??????
  • Open Report????
  • Report Assistant????
  • Open Templates??????
  • ????
  • Look for Industry Code????
  • Look for Company by Ticker or GV key????
  • Look for Data Item DefinitionsItems ??
  • Look for Country of Incorporation Codes ????
  • Currency Translation????

??????? GV ??? ??
21
(No Transcript)
22
????????Research Assistant
23
????
????????Research Assistant Step 1
24
????
????????Research Assistant Step 1??
? Companies? 201395 (???) ? Find Similar
Companies ? SIC ???? ? Fundamentals ? ROA gt7.0 ?
Market Returns ? 1 Month Returns gt 5.0
25
????
????????Research Assistant Step 2
26
????
????????Research Assistant Step 3
?????
?????(???????)
?????
?????(???????)
???????
27
??????Company Highlights
  • ????????????

28
?????? Company Highlights
29
List 1-Company Highlights
???
  • BackgroundCONM?Industry?Entity Type?Country?ISO
    Code?ISO Currency Code-Issue?GVKey?Issue
    Description?CUSIP?Common Shareholders
    (Thou)?Exchange
  • Report FormatsIncome Statement Model?Balance
    Sheet Presentation Code?Cash Flow Format Code
  • ValuationPrice/Earnings?Price/Book?Price/Sales?Di
    vidend?Dividend Yield
  • PricesHigh?Low?Close? Change
  • LatestSales?EBIT?Net Income?EPS?EPS-Estimate?Asse
    ts?Debt?Equity?Shares Out?Market Value?Issue
    Market Value
  • MiscellaneousROE?ROA?Debt/Equity?NPM?Current
    Ratio?Quick Ratio?X Interest Earned?Employees?Sale
    s/ Employees?Net Inc/ Employees?Assets/ Employees
  • Latest UpdatesAnnual (Prelim)?Annual
    (Final)?Monthly?Fiscal Year

30
List 2-Company Highlights
???
  • BackgroundCONM?ADD1?ADD2?PHONE?Industry?Ticker?Is
    sue Description?CUSIP?Common Shareholders(Thou)
  • ValuationPrice/Earnings?Price/Book?Price/Sales?Di
    vidend?Yield?High?Low?Close?Return?Beta
  • 12MMSales?EBITDA?Net Income?EPS?EPS-Estimate
  • LatestAssets?Debt?Equity?Shares Out?Market Value
  • SP RatingsLT Issuer Credit Rating?ST Issuer
    Credit Rating?Common Stock
  • Industry Group Membership
  • Misc.Employees?ROE?ROA?Debt/Equity
  • Core Earnings and Core EPS-AnnualCore
    Earnings?Core EPS-Basic?Price to Core
    EPS-Basic?Core Earn Profit Mgn?Reported
    Earnings?Core EPS-Diluted?Price to Core
    EPS-Diluted?Core ROE? Diff From Rpt
    Earnings?Reported EPS-Basic?Price to Rpt
    Earnings?Reported ROE
  • Latest UpdatesAnnual?Quarterly?Monthly?Daily?Fisc
    al Year

31
???? Open Report-- Global Reports
  • ????????????

32
???? Open Report (1)
??????????????????,???
33
???? Open Report (2)
34
List 1-Global Reports
???
Company Highlights Interim Reports
Balance Sheets Market Reports
Cash Flow Statements Miscellaneous
Common Size Statements Ratio Reports and Models
Comparative Reports Transfer Pricing
Earnings Estimates(?I/B/E/S??) Trend Reports
Income Statements Valuation Reports
?? 105?????
35
List 2-SP Reports
???
Insider Trading
Institutional Holdings
Line of Business
Market Reports
Miscellaneous
Ratio Reports and Models
Restated Reports
Sector and Industry Reports
Short Interest
Transfer Pricing
Trend Reports
Valuation SP Screen
?? 173 ?????
Balance Sheets
Cash Flow Statements
Combined Reports
Common Size Statements
Company Highlights
Comparative Reports
Core Earnings
Credit Analysis
Estimates (?First Call?I/B/E/S???)
Financial services Reports
Float Shares
Geographic Areas Income Statements Industry Specific

36
????Report Assistant
  • ????????????

37
???? Report Assistant Step 1 ??????
????
38
???? Report Assistant Step 2 ??????
??? Historical Analysis???
????
39
???? Report Assistant Step 3 ??????
????
40
List 1-Item Groups
???
Valuation Expense Ann (Financial)
Market EPS Shares
Debt Ratios Bal Sheet Ann
Cash Flow Ratios Cash Ann
Supplement Ratios Taxes
Margins Returns Growth
Financial Services Ratios Company Specifics
Income Ann (Industrial) Credit Worthiness
Income Ann (Financial)
???? 17 ? Item Groups
41
List 2-Item Groups
???
Valuation Supplemental Ratios Line Of Business
Growth Margins Geographic Line Of Business
Income Stmt 12MM 12 MM Cash Flow EBIT EBITDA
Bal Sheet Ann Cash Flow Ratios Relative (Industry)
Cash Flow Income - Qtrly Ratings
Income Ann Bal Sheet - Qtrly Relative (GICS Industry)
Credit Worthiness Relative Performance Special Items Breakout
EPS Shares Graham Dodd Core Earnings Annual
Market Dividends Core Earnings Qtrly
Ratios-Quarterly U.S. Economic Core Earnings 12MM
Company Specific Canadian Economic Market Returns
Ratios Market Returns EBIT EBITDA
???? 45 ? Item Groups
42
???? Report Assistant
  • Step 1???????Report Format?
  • Current Time PeriodCompany Items
  • Historical AnalysisCompany Items Time
  • Step 2??????? Items Groups / Items ?
  • Step 3??????? Periods ?(?Historical Analysis)

43
???? Report Assistant ??
44
?????? Open Templates--Global Excel Templates
(??Excel?)
  • ????????????

45
List 1-Global Excel Templates
???
Detailed Credit Score Dividend Discount Model (Global)
DuPont Analysis Report (Global)
Exchange Rate Analyser
Global Analyser Global Comparables Model
Global Financial Statements Japanese Industrial Format Quick Overview (Global) SP Compustat Global Population Scoring Model (Global) Set Market Performance(Global) Z-Score Calculator (Global)



?? 13 ???????
46
List 2-SP Excel Templates
???
Company Fundamental Analysis Templates Market Charting and Performance Summary
Backtest Building Tools Miscellaneous
Backtest Model Templates Multiple Regression
Comparison Templates Portfolio Analysis Templates
Debt Analysis Templates Power Point Template
Detailed Fundamentals Templates GICS Aggregate Snapshot Company Overview
Global Excel Templates Transfer Pricing Global Vantage Templates
Import Data to Research Insight Industry Specific Transfer Pricing Templates
Insider and Institutional Valuation/Estimates Templates
?? 81 ???????
47
?????? Open Templates
48
?????? Open Templates Step 1
????????,???
49
?????? Open Templates Step 2
50
?????? Open Templates ??
51
??????Excel?
  • ?Example?

52
????
???
  • ????????????????
  • ????????????????????,????????2004-2006??????(RD)?
    ????(ROA)?Items?
  • ???Excel???????????????

53
Look for Industry CodeLook for Company by
Ticker or GV KeyLook for Data Item
DefinitionsLook for Country of Incorporation
Codes Currency Translation
  • ??????

54
Look for Industry Code(1)
Help? Data and Reference ??GICS Code SIC Code
55
Look for Industry Code (2)GICS Codes
GICS Codes
8-digit code
56
Look for Industry Code (3)SIC Codes
4-digit code
SIC Codes
57
Look for Industry Code (4)
Research Assistant
58
Look for Industry Code (5)
  • Click Help ?Data and Reference?
  • ?GICS codes? or ?SIC codes?...???
  • Reference ??GICS codes? or ?SIC codes?...???
  • Click ?Research Assistant ??Choose Company
    Specifics ?Select ?GICS codes ? or ?SIC codes ?
    to search
  • Codes
  • GICS Codes Global Industry Classification
    Standard
  • SIC Codes Standard Industrial Classification
    Codes

59
Look for Company by Ticker or GV Key (1)
Look Up
Ticker (GV Key)201395
60
Look for Company by Ticker or GV Key (2)
Research Assistant
Ticker (GV Key)9872
61
Look for Company by Ticker or GV Key (3)
  • Click ?Look Up? ? Select Company Category ?
    Select Companies by ? Initial ? or ? Find Text
    ?
  • Click ? Research Assistant ?? Companies ?
    Click ?Look Up? ???
  • Ex Intel Corp.
  • 6008 (by GV Key)...???
  • G GV Industrial Active F GV Financial Active
    ????
  • D GV Industrial Research X GV Financial
    Research ??/????
  • INTC (by Ticker)...???
  • C CS Active ????
  • R CS Research ??/????

62
Look for Data Item Definitions (1)
Look Up
Item ??Same as ?Help?
Mnemonic
63
Look for Data Item Definitions(2)
Help? Data and Reference ? Definitions A-Z
64
Look for Data Item Definitions(3)
  • Click ?Look Up? ? Select Item Category ?
    Select Items by ? Initial ? or ? Find Text ?
  • Click Help ?Data and Reference?
  • Definitions A-Z ...???
  • Data Item Definitions ...???
  • Click ?Research Assistant ??
  • Select Item
  • Right-click on description for definition
  • click ?Customize? to add your own Item(s)

65
Look for Country of Incorporation Codes (1)
???
Help? Data and Reference ? Country of
Incorporation Codes
66
Look for Country of Incorporation Codes (2)
???
Research Assistant
67
Look for Country of Incorporation Codes (3)
???
  • Click Help ?Data and Reference? Country of
    Incorporation Codes
  • Click ?Research Assistant ??Choose Company
    Specifics ?Select ? Country of Incorporation
    Codes ?to Search...

68
Currency Translation(1)
???
Tools? Options ? Currency Translation
69
Currency Translation(2)
???
  • Click Tools ? Options ? ? Currency
    Translation ?
  • Select ? Translated or as-reported ?????
  • Translate into current company currency?????????
    ????
  • Translate into target currency???? Target
    Currency ??????
  • Use as-reported historical currency?????????????

70
Support Website
  • TBMC Website (http//www.tbmc.com.tw/computerese/c
    omputerterese_04.php )
  • ???????????????????
  • QA Support?? ???? Compustat ????
  • ????? ??Tel02-27361058 264Emailkaren_at_tts.tb
    mc.com.tw
  • ????? ?? Tel06-302-5369E-mailRichard_at_tts.tbmc
    .com.tw
  • SP Website (http//support.compustat.com)
  • e-Learning Training Center??????,????????session
    password????http//support.compustat.com/support/
    trn/su_lev1_01_trn.html
  • QA Support?? SP ?? Compustat ????
  • Emailclientsupport_at_standardandpoors.com
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