bankscope使用指南

Copyright 2003 Bureau van Dijk Electronic Publishing Last updated July 2003 BANKSCOPE 全球银行与金融机构分析库全球银行与金融机构分析库 网络版网络版 操操作指南作指南 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing2 Table of Contents 目录目录 1 0 BANKSCOPE Introduction 数据库简介3 1 1 System Requirements 系统要求3 1 2 Getting Started 开始使用3 2 0 Searching BANKSCOPE BANKSCOPE 检索方法5 2 1 Searching by Bank Name 按银行名称检索6 2 2 Searching by Financial Criteria 按财务指标检索7 2 3 Multiple Criteria Searching 复合检索8 2 4 Saving Strategies and Company Sets 保存检索项与银行组9 3 0 Listing Banks 银行列表功能9 3 1 Creating a New List Format 创建新的列表格式10 4 0 Viewing Company Reports 查看公司报告11 4 1 Creating a Report Format 创建新的报告格式12 4 2 Creating a Report Layout 创建新的报告版面13 5 0 Exporting Information 数据下载14 6 0 User Support 用户支持15 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing3 1 0 BANKSCOPE Introduction 数据库简介数据库简介 BANKSCOPE is a complete financial analysis tool combining information on 12 800 world banks with a financial analysis software program The information includes detailed spreadsheet data balance sheet and income statements ownership information shareholders and subsidiaries Reuters news articles ratings and rating reports BANKSCOPE 全球银行与金融机构分析库全球银行与金融机构分析库 是一个涵盖了全球 12 800 多家银行综合经营数据 且配有高级财务分析软件的专业金融分析产品 库中包含详尽的银行财务报告 资产负债表 损益表 财务分析比率 所有权信息 股东与附属机构 路透新闻 评级 排名等 1 1 System Requirements 系统要求系统要求 In order to use the Internet BANKSCOPE you will need the following 为确保正常使用 BANKSCOPE 网络版 我们建议用户的电脑具有如下系统配置 Windows 95 or higher with a minimum screen resolution of 800 X 600 WINDOWS 95 或以上版本的操作系统 屏幕解晰度至少为 800 X 600 Internet access using Internet Explorer 4 Netscape Navigator 4 or higher 网络浏览器为 IE 4 0 NETSCAPE 4 或以上版本 A username and a password provided by Bureau van Dijk 一套由 BVD 公司提供的用户名与密码 1 2 Getting Started 开始使用开始使用 1 Start your Internet browser and go to The following login screen is displayed 打开网络浏览器 进入 屏幕会出现如下登录用窗口 2 Enter your username and password in the appropriate boxes 输入用户名和密码 3 Click the OK button to open the product The following opening screen will appear 点击 OK 后屏幕显示如下 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing4 SearchAllows you to view the criteria for searching the database and displays a summary of the criteria used 检索允许您查看数据库提供的全部检索项 并显示当前使用的检索项 ListDisplays the list of banks corresponding to the selected criteria 列表显示符合所选检索标准的银行组的列表 Bank ReportDisplays the full reports for all retrieved banks 报告显示所提取银行的完整报告 Peer ReportDisplays the standard Peer report for the selected bank 同业报告显示所选银行的标准同业分析报告 Peer AnalysesEnables you to perform a peer analysis on a group of selected banks 同业对比功能在一家被选银行与一组所选银行之间开展同业对比分析 Other AnalysesEnables you to perform Segmentation Distribution Concentration and Linear regression analyses on a selected group of banks 其它分析基于一组所选银行开展细分 分布 集中度与线性回归等统计分析 NewsAllows you to search the Reuters news articles in BankScope 新闻可在 BANKSCOPE 中的进行最近 2 年来相关路透新闻全文检索 Send toEnables you to send the viewed page to an email address 发送可将当前显示页面发送到用户的邮箱里 AlertEnables you to setup email Alerts regarding banks of interest 提醒针对用户关注的银行 可向用户发送数据更新提醒邮件 ProfileCustomizes your user preferences BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing5 概况根据用户的使用习惯定义报告显示格式 HelpProvides online assistance to help you use BANKSCOPE 帮助提供在线帮助文件 LogoutEnds the connection 中止连接结束访问链接 Note注 Both QuickSearch and Expert Search options are available Clicking Quick Search will take you to a search interface offering a limited number of search criteria as shown below Financial analysis is not offered within the QuickSearch Interface 网络版 BANKSCOPE 提供 快速检索 和 高级检索 2 个界面 Quick Search 快 速检索 界面只提供有限的检索项 如下图 且 快速检索 无法提供财务分析 This QuickGuide will concentrate on the Expert Search features only 本操作指南只对 高级检索 的各种特点进行介绍 2 0 Searching BANKSCOPE 银行库的检索方法银行库的检索方法 It is possible to search BANKSCOPE using a variety of individual criteria or by combining them for a multiple criteria search 在 BANKSCOPE 检索操作中 允许单独使用一个检索项 或结合多个检索项进行复合检索 For individual search steps the user selects a criterion from the list at left then selects or types the preferences within the window Two individual search step examples are offered below Bank Name and Financials 对于单项检索操作 用户可从屏幕左侧的检索项清单中挑选一个检索项 接着在相关窗口里输 入检索关键词或检索条件 以下是两个分别以 银行名称 和 财务指标 进行检索的例子 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing6 For multiple criteria searches the user will complete the individual steps of interest then manage and view the result from the Search Summary window 对于复合检索 用户可逐步完成各单项检索 再在 检索摘要 窗口中修改或查看检索结果 2 1 Searching by Bank Name 按银行名称检索按银行名称检索 1 Click Bank name from the search criteria and enter all or part of a bank name in the available box Click Search The index will retrieve the banks with text matching your entry 在检索选项中点击 Bank Name 银行名称银行名称 在相应的文字框内键入银行全称或部分名 称 点击 Search 后 所有符合键入词的银行会在下面的索引栏中会自动显示出来 2 Highlight the bank you require and click for several banks hold down the SHIFT key or the CTRL key first All selected banks will be sent to the Banks Selected area Repeat the above process to find and select as many banks as necessary 选中您需要的银行 然后点击 将其带至 已选择银行 框内 重复以上操作 查找 和提取更多银行 若是多家银行 可先按住 SHIFT 或 CTRL 键选择 再点 3 Clicking OK activates the search step and displays the Search Summary screen From there you can view and manage the search criteria and display the results Instructions for deleting editing and enabling search steps can be found at the bottom of the Search Summary screen Use the tabs above the window to view or analyse the results 点击 OK 进入 检索摘要 在此窗口中 可查看和管理检索条件 并显示检索结果 窗口的下面有 DELETE 删除 和 EDIT 编辑 选项 用屏幕上端的功能键查看和分析 检索结果 Note 备注备注 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing7 After highlighting a bank from the left frame click List of Standard Peer Group Banks under the Bank Snapshot to display a list of banks limited to those belonging to the same peer group Clicking Display General Index will bring you back to the main screen 从左侧银行列表框内选中一家银行后 点击位于该银行简要信息栏下侧的 List of Standard Peer Group Banks 标准同业银行组列表 可显示库中为所选银行自动匹配的 同业对比组银行列表 点击 Display General Index 回到主屏 2 2 Searching by Financial Criteria 按财务指标检索按财务指标检索 1 Click the to the left of Financials in the list of search criteria This opens a detailed list of all the financials with which you can search BANKSCOPE Select one by clicking on the for the category Assets Liabilities etc and clicking the item 点击检索项列表中 Financials 财务指标 左侧的 号 打开在库 中用于检索的所有财 务指标列表 点击 可打开一个指标类别 如 总资产 总负债等 然后选择该类别下 的各个项目 2 Complete each portion of the window For example choose the year or quarter by clicking the radial buttons and enter the minimum and or maximum amount of interest for that financial 在检索窗口中输入相关检索条件 见下图 如点击相关单选键进行年代或季度选择 键 入您所选指标的最大或最小值范围 4 Clicking OK activates the search step and displays the Search Summary screen From there you can view and manage the search criteria and display the results Instructions for deleting editing and enabling search steps can be found at the bottom of the Search Summary screen Use the tabs above the window to view or analyse the results BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing8 点击 OK 开始检索并进入 检索摘要 在此窗口中 可查看和管理检索选项并显示检索 结果 在此窗口的下面有 DELETE 删除 和 EDIT 编辑 选项 用屏幕上端的各键查 看和分析检索结果 Note注 A selected year and A given quarter will open drop down menu allowing you to choose the year or quarter of interest 可选年度和季度项内均有下拉菜单供您选择感兴趣的年 份或季度 2 3 Multiple Criteria Searching 复合复合检索检索 1 Several search criteria may be combined for a multiple criteria search To combine steps first select and complete the search window for a variable and click OK When you are viewing the Search Summary simply select another criteria Continue until all search steps you desire are displayed in the Search Summary 组合几个检索项进行复合检索 具体步骤为 先选择并完成一个检索项 点击 OK 在进入 检索摘要 窗口后 进行下一个检索项的选择 重复以上操作直至所有需要的检索项与 检索结果都显示在 检索摘要 窗口内 2 The search example below combines 3 individual search steps to select all banks located in the OECD with a minimum Loan balance of USD 10 000 000 and an Fitch long term rating of AAA AA or A 以下举一个复合了三个检索项的例子 要求查找在 OECD 区域内 惠誉长期评级为 AAA AA 或 A 贷款余额最小值为 10 000 000 美元的所有银行 Note注 注 Step Result shows the number of banks on the entire database satisfying the criterion In the screen above search step 1 found 12 630 banks BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing9 分步结果分步结果显示整个数据库中满足该检索项 步骤 要求的银行数量 如上图中 检索步骤 1 找到 12 630 家银行 Search Result details the number of banks satisfying the criteria for all search steps up to that point 3 884 banks meet both the first and second criteria above 检索结果检索结果显示完成了所有检索步骤后满足各检索项要求的银行数目 如上图中 满足检索 项 1 和 2 的银行共有 3 884 家 By default all criteria are added You can change the search logic by clicking Other Boolean search at the bottom of your screen and entering your own expression using the Boolean operators And Or And Not Click OK at the end of that line to activate the change 在默认的情况下 最终检索结果包含所有当前已用检索项 但通过点击位于屏幕底部的 Other Boolean Search 其他布尔搜索式其他布尔搜索式 对各检索式之间的逻辑关系可进行修改 选 择 AND 与 OR 或 ANDNOT 且非 等条件 建立用户自已的逻辑表达式 再点击下方 OK 即可完成当前各检索式之间逻辑关系的修改 2 4 Saving Strategies and Company Sets 保存检索项和银行组保存检索项和银行组 Search Strategies Any sequence of search steps a search strategy can be saved and reused at a later date Doing this allows you to monitor companies that meet your criteria but results may differ over time as each company s accounts are updated 检索式检索式 按任何顺序排列的检索步骤 检索式 都可保存并以后重用 这个功能使您在每月收 到 BANKSCOPE 更新盘时 光盘版 可及时关注那些符合检索条件的银行 即便使用同一 检索式 每个月所查出的银行组结果可能会不同 这是因为同一组中的各家银行 其数据在 BANKSCOPE 中是保持不断更新的 1 Perform all the required search steps and display the Search Summary 完成所有的检索步骤并显示 检索摘要 2 Click Save Strategy at the bottom of your screen and give a name to the strategy 点击屏幕底部的 Save Strategy 保存检索式 并给这个检索式一个名字 3 To use this strategy later choose Load strategy from the search criteria 要调出这个检索式 在主页面检索项列表中选择 Load strategy 调出检索式 即可 Bank Sets a bank set differs from a search strategy because using it at a later date will NOT produce different results The saved set is specific to the banks matching your search criteria and will not be affected as company information is updated 银行组 银行组 银行组与检索式的区别在于 保存过的银行组以后再调出时 不会有不同的结果 所 保存的银行组不受 BANKSCOPE 更新信息的影响 Perform all the search steps need to retrieve your bank set Display the Summary Search 完成查找银行组的所有检索步骤并显示 检索摘要 Click Save a Bank Set at the bottom of your screen and give a name to the set of selected banks 点击屏幕底部的 Save a Bank Set 保存银行组 并给这个银行组一个名字 To use this bank set later choose Load a bank set from the search criteria BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing10 要调出这个银行组 在检索项列表中的选择 Load a bank set 调出银行组 即可 3 0 Listing Banks 银行列表银行列表 1 At any time during a search it is possible to display the full list of the banks matching your search criteria by clicking on List tab 任何时候 检索完成之后 点击 LIST 列表 列表 键 即可显示所检索出的银行组列表 2 Clicking on the bank name will take you into the report The icons before the name will take you to the banks Scanned annual report Peer report Reuters news file Mergers Acquisitions news and Executive report 点击某一家银行的名称 即可进入该银行的详细报告 银行名称左侧的功能键从左到右依 次代表 原始年报彩色扫描版 同业分析报告 路透新闻 购并新闻 简要银行报告 Note注 注 Click the check box to the left of the bank name to mark banks for selection This will allow you to delete banks using the Delete button It will also mark banks to select them for export with the Export button 点击银行名称左侧的方框以选中某一家或某几家银行 然后点击 Delete 键可以删除 这些被打勾的银行 或点击 Export 键 可以下载这些银行的列表数据 Sort banks in the List using the Sort button or by clicking on the column heading you wish to sort by 点 Sort 键可对列表中的银行组重新排序 也点击列表右侧各栏目的标题进行排序 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing11 3 1 Creating a New List Format 创建新的列表格式创建新的列表格式 1 List formats refer to the items displayed next to each bank name in the list You can create and store your own list formats To create your own format display a list by clicking the List tab 列表格式是指在一个银行列表中 银行名称右侧所显示的数据内容 用户可自定义并保存 数据内容 要创建一个新的列表格式 点首先点 LIST 列表 列表 显示银行组列表 2 Once the list is displayed click the button at the bottom of the screen The list of defined formats is displayed You may select one of these or click New to create one 在列表状态下 点击屏幕下方的 FORMAT 键 所有以前曾保存过的列表格式会显示出来 您可选择其中的一个格式 或创建一个新的列表格式 3 Select a Model and Section from the drop down lists at the top of the screen Then highlight the variable of interest and click the key to send it to the Selected fields area 从屏幕顶端的下拉菜单中选择一个财务模板和相应数据分区 然后点中所感兴趣的变量 并用 将其带至已选区域内 4 When selecting financial items remember to highlight the years currency and units before clicking the 在选择财务指标时 要先选中年份 币种与单位 然后用 将其带到选择区 5 Type a name into the Format name text box to retrieve it easily at a future date Click Save and the new format will be added to the list of available formats Then click OK to return to the List presented in your new format 在 Format name 文字框中键入一个名称以便日后提取 点击 Save 新的列表格式 就会被加入到可用列表格式清单中 点击 OK 回到列表状态 此时以新格式显示列表 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing12 4 0 Viewing Company Reports 查看银行报告查看银行报告 At any time during a search it is possible to display the full information available for the banks in your search by clicking the Report tab at the top of your screen 任何时候 只需点击屏幕顶端的 REPORT 键 即可读取已搜索出的银行的全部数据 The available data in a Report includes 银行报告内容包括 Header 标题栏 Ratings 评级信息 Profile and ratios 银行概要和财务比率 Global summary income statement and balance sheet 全球标准财务数据 损益表 资产 负债表 Global detailed Standard presentation 详细全球标准财务数据 Global detailed Liquidity presentation 按流动性最高到最低排序的详细全 球财务数据 Spreadsheet 国家特定 Country Specific 财务 报表模版 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing13 Raw data English 原始财务数据 英文 Raw data Native 原始财务数据 本国语言 Ratios 财务比率 Security and Price Information 股票价格信息 Current Stock Data 当前股票数据 Annual Stock Data 年度股票数据 Current Stock Valuation 当前股票分析指标 Annual Stock Valuation 年度股票分析指标 Weekly Pricing Series 每周价格系列 Monthly Pricing Series 月度价格系列 Mergers and Acquisitions 相关并购事件 Shareholder Information 股东信息 Subsidiaries 附属机构列表 Board Members Officers 董事会与管理成员 Reuters news 路透新闻全文报导 4 1 Creating a Report Format 创建新的报告格式创建新的报告格式 Creating a customised report format allows you to choose what combination of sections is presented in a bank report 通过组合报告中的不同数据分区的内容 用户可创建自定义银行报告格式 1 To create a new report format first display a report by clicking the Report tab at the top of your screen 创建新的报告格式 首先点击屏幕顶端的 Report 键显示一家银行的全部报告 2 Click the Format button at the bottom of the screen A list of previously saved formats and individual report sections will be displayed Click the New button to create a new format 点击屏幕底部的 FORMAT 按钮 所有以前曾保存过的报告格式会显示出来 同时报告 中各数据分区也会显示出来 点击 NEW 创建一个新的报告格式 3 Highlight on an available section of interest and click to move it to the Selected sections list If necessary repeat this process until all required sections are selected 在列表中选中需要的数据分区 然后点击 将其带入 Selected section 已选择区 若需要 可重复以上操作 直到所要求的各数据都被选中 BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing14 4 Type a name into the Format Name text box to retrieve it easily at a future date If you do not enter a name for your formats BANKSCOPE will automatically name them format0 format1 etc 在 FORMAT NAME 文字框中键入一个新名称 以便日后方便提取 若不输入名称 BANKSCOPE 会自动生成如 FORMAT0 FORMAT1 之类的默认文件名 5 Click the Save button your new format will be added to the list of available formats 点击 SAVE 新的格式将被加入可用格式清单中 4 2 Creating a Report Layout 创建新的报告版面创建新的报告版面 Layouts refer to the columns of accounting data displayed in a bank report The default layout shows the recent eight years of accounts in the filing currency Defining a layout lets you specify the years the order of years and the currency 版面版面指一家银行报告的各项财务数据的显示方式 在默认的版面中是按本国币种显示一家银行 最近八年的财务数据 定义一个新版面 用户可更改数据的显示年份 年代顺序与货币种类 1 To create a new report layout display the report by clicking Report from the frame at the top of your screen 要创建 一个新的报告版面 点先点击屏幕上端的 REPORT 键以显示这家银行的报告 2 Once the report is displayed click the Layout button at the bottom of the screen A list of previously saved layouts will be displayed 报告一经显示 点击屏幕下方的 LAYOUT 以前保存过的版面清单会显示出来 3 Click the New button highlight one or more years and click to transfer them to the Selected columns list If the Relative button is checked the most recently available years will be displayed If the Absolute button is selected the absolute years will appear if the data for the year selected is not available the text n a will be displayed in the report BANKSCOPE QuickGuide Copyright 2003 Bureau van Dijk Electronic Publishing15 点击 NEW 然后在弹出的对话框中选定一年或多年 用 将所选年代移动到 已选择 栏 指标的年代有两种显示方法 RELATIVE 表示按最近有数据的年份往回追溯 ABSOLUTE 表示绝对年份 若所选年份没有数据 据告中会显示 N A 4 You can view the layout in a currency other than the default as relative to the total or in variations To do this mark the appropriate button and choose the currency before clicking to transfer the information to the Selected columns list 除默认货币外 可用其他货币显示一家银行的报告 要实现这个功能 在选择了年份后 请点 Money values in reference currency 单选钮 然后选择币种 最后再点 键 将 设定的信息转移到 Selected Columns List 所选区域 内 5 Type a name into the Layout name text box to retrieve it easily at a future date If you do not enter a name for the layout BANKSCOPE will