bloomberg 数据库教学PPT课件

IntroductoryBloombergTraining,Createdby:JoryJ.McCuskeyjjmccuskeyEditedby:BillyPrather,TutorialOutline,KeyboardandNavigationGettingStartedEquityFunctionsDebtFunctionsOptionFunctionsNewsFunctionsConclusionDataExport,TheKeyboard:Overview,CommandStructureIdentifier(TickerSymbol)MarketSector(Yellowkeys)ex.F8orEquityFunction(Bloomberglistedcode)ex.FAforFinancialAnalysisExample:DELLequityFA,Navigation:MENUReturnsyoutopreviouspagePAGEBACK/PAGEUPScrollsthroughmultipagedocumentsHELPKeywordsearch,TheKeyboard:Continued,Rulesofthumb:Green=GoRed=StopYellow=InformationAllyellowboxesareadjustableinputs,TheKeyboard:Continued,LogIntoBloombergTerminal,Step1:PressCONNDFLTbuttonontoprightsideofkeyboard,Step2:Loginusingcredentialsprintedonkeyboardormonitor,Step1:PresstheEQUITYF8keythenpressGO(enter),TheEquitiesPage,Note:Thispageisyourmainresourceforallequityrelatedfunctions,FunctionsCovered:TK,QSRC,MA,SearchFunctions:Equities,EquitySearchFunctions:TK,WhereamI?TK,Overview:Quicklysearchforequitiesbypartialissuername,EquitySearchFunctions:TK,Ticker,CountryCode,CompanyName,EquitySearchFunctions:TK,NowTryThis!UsingtheTKEquitySearchFunction,Instructions:ThinkofaU.S.companywhostickeryoudontknowandusetheTKfunctiontofinditsEquitypage,QSRC:EquitySearch,SelectthesearchyouwishtoRUNorEDIT,Choosefromtheavailableoptions,QSRC:EquitySearchEditingSearchCriteria,CustomizedEquitySearchFunctions:QSRC,OverviewGeneratesalistofequitysecuritiesbasedonasetofcriteriayouselectsuchas:Country,state,exchange,securitytype,index,industrygroupandavarietyofnumericalvaluessuchasGrossprofitmarginQuicklyscreenforopportunitiesbasedonfundamentalandtechnicaldataToaccesstype:QSRC,WhereamI?QSRC,CustomizedEquitySearchFunctions:QSRCInteractiveExample,WhereamI?QSRC,Overview:CreateasearchthatfindsallU.S.Investmentbankslargerthan$500Mln,CustomizedEquitySearchFunctions:QSRCInteractiveExample,WhereamI?QSRC,Givethesearchaname(ex:BIGGESTINV-BANKS)(presstosave)Selectasearchfield,CustomizedEquitySearchFunctions:QSRCFeatures,WhereamI?QSRC,Type“MarketCap”intheSearchAllFieldsboxandpressSelectoption21)CurrencyAdjMktCapLastCloseSettheminimumforCurrencyAdjMktCapto$500MlnSelectoption19)IndustryGroups,CustomizedEquitySearchFunctions:QSRCFeatures,WhereamI?QSRC,Select8)FinancialSelect25)DiversifiedFinanServSelect28)InvestmentBnkr/BrkrPresstwice(note:1IndustryGrouphasbeenselected),CustomizedEquitySearchFunctions:QSRCInteractiveExample,WhereamI?QSRC,ClickEdit,SearchDisplayClickSelectdisplayfield,typeMarketCap,selectCurrencyAdjMktCapType4intheorangeboxnexttoCurrencyAdjMktCapSet1stSortColumnto4,and2forDescendingOrder,then1toviewresults,CustomizedEquitySearchFunctions:QSRCInteractiveExample,WhereamI?QSRC,Press/toscrollthroughresultsClickonacompanytoviewdescription,pricegraph,corporateactionornewspages,EquitySearchFunctions:MA,WhereamI?MA,OverviewProvidescoverageonglobalmergerandacquisitionactivityUsestandardizeddealsearchorcreateacustomizedsearchViewM&AlegalandfinancialleaguetablesaswellascomprehensiveglobalM&AstatisticsToaccesstype:MA,EquitySearchFunctions:MA1)M&ASearch,WhereamI?MA,1,OverviewQuickCompanySearchallowsyoutosearchbycompanynameortickerStandardCategoriesallowyoutoviewresultsfrompredefinedsearchesCustomSearchprovidescustomizablesearchcategoriessoyoucandefinespecificcriteriafordisplayingtransactions,EquitySearchFunctions:MAInteractiveExample:M&ACustomSearch,WhereamI?MA,1,EquitySearchFunctions:MA7)M&ALeagueTables,WhereamI?MA,7,EquitySearchFunctions:MA8)M&AStatistics,WhereamI?MA,1,NowTryThis!UsingtheM&ASearchFunctions,Instructions:CreateanM&ACustomsearchforallU.S.M&Adeals:In2003IntheRealEstateIndustryByGoldmanSachsUsingtheM&ALeagueTablesfunction,comparemarketshareforRealEstaterelatedtransactionsNorthAmericaamongbothfinancialandlegaladvisorsUsingtheM&AStatisticsfunction,findtheaveragepremiumpaidforRealEstaterelatedM&AtransactionsinMarch04.Howdoesthispremiumcomparewiththeaveragepremiumpaidacrosstheworld?,SearchFunctions:UNDWCustomUnderwriterRankings:ex:IPOs,WhereamI?UNDW,SearchFunctions:LEAG,WhereamI?LEAG,NowTryThis!UsingtheLEAGorUNDWSearchFunctions,Instructions:SeewholeadstheLeagueTablesforU.S.High-yieldDebtCreateacustomsearchforallIPOsintheUSWholeadstheleaguetablesforCanadianGovernmentDebt?,EquityMarketsFunctions,Functionstobecovered:WEI:WorldEquityMarketsviewLVI:LargestVolumeIncreasesWPE:WorldPEWEIS:WorldEquityRankedReturnsNN:EquityNewsSearchCategoryEMI:EquityMarketIndicatorsIMOV:IndexMoversMOST:MostActiveEMTK:EquityMarketTickerCSDR:SovereignDebtRatings,WhereamI?QSRC,EquityMarketsFunctionsWEI:WorldEquityMarketsView,WhereamI?WEI,EquityMarketsFunctionsLVI:LargestVolumeIncreases,WhereamI?LVI,EquityMarketsFunctionsLVI:LargestVolumeIncreases,WhereamI?LVI,EquityMarketsFunctionsWPE:WorldPE,WhereamI?WPE,EquityMarketsFunctionsWEIS:WorldEquityRankedReturns,WhereamI?WEIS,EquityMarketsFunctionsWEIS:WorldEquityRankedReturns,WhereamI?WEIS,EquityMarketsFunctionsWEIS:WorldEquityRankedReturns,WhereamI?WEIS,EquityMarketsFunctionsWEIS:WorldEquityRankedReturns,WhereamI?WEIS,EquityMarketsFunctionsNN:EquityNewsSearchCategory,WhereamI?NN,EquityMarketsFunctionsNN:EquityNewsSearchCategory,WhereamI?NN36,EquityMarketsFunctionsEMI:EquityMarketIndicators,WhereamI?EMI,EquityMarketsFunctionsEMI:EquityMarketIndicators,WhereamI?EMI31,EquityMarketsFunctionsEMI:EquityMarketIndicators,WhereamI?EMI31,EquityMarketsFunctionsEMI:EquityMarketIndicators,WhereamI?EMI31,EquityMarketsFunctionsIMOV,WhereamI?QSRC,EquityMarketsFunctionsMOST,WhereamI?QSRC,EquityMarketsFunctionsEMTK:EquityMarketTicker,WhereamI?EMTK,EquityMarketsFunctionsEMTK:EquityMarketTicker,WhereamI?EMTK11,EquityMarketsFunctionsEMTK:EquityMarketTicker,WhereamI?EMTK1111,CSDR:SovereignDebtRatings,WhereamI?CSDR,CSDR:SovereignDebtRatings,WhereamI?CSDR1,MultipleSecurityAnalyticsFunctions,Usefulfunctionstoexplore:HMS:4-in-1PriceGraphMRA:MultipleRegressionAnalysisCORR:CorrelationMatrix,PriceGraphingFunctions,Usefulfunctionstoexplore:HP:HistoricalPriceTableGIP:IntradayPriceGraphGPO:Price&VolumeGraphw/MovingAvg.,FinancialAnalysisFunctions,Functionscovered:FA:FinancialAnalysisDVD:DividendSummary(notshown)CF:CompanyFilings(notshown),FinancialAnalysisFunctions,WhereamI?9,FinancialAnalysisFunctions,WhereamI?FA,FinancialAnalysisFunctions,WhereamI?FA9,Valuation,Risk&ReturnFunctions,Functionscovered:RV:RelativeValueDDM:DividendDiscountModelWACC:WeightedAverageCostofCapitalBETA:BetaCalculationsCOMP:ComparativeReturnAnalysisEQRP:EquityRiskPremium(CAPM)CRP:CountryRiskPremium,Valuation,Risk&ReturnFunctionsRV:RelativeValue,WhereamI?RV,Valuation,Risk&ReturnFunctionsDDM:DividendDiscountModel,WhereamI?DDM,Valuation,Risk&ReturnFunctionsWACC:WeightedAverageCostofCapital,WhereamI?WACC,Valuation,Risk&ReturnFunctionsBETA:BetaCalculation,WhereamI?BETA,YoucanchangeseveralinputsDateRangeFrequencyMakesureyouhaveenoughdatapointsOtherwiseyourBetawillbeinaccurateMostprofessorsuseAdjustedBeta,Valuation,Risk&ReturnFunctionsBETA:Notes,Valuation,Risk&ReturnFunctionsCOMP:ComparativeReturns,WhereamI?COMP,Valuation,Risk&ReturnFunctionsEQRP:EquityRiskPremium(CAPM),InputsExpectedMarketReturnRiskFreeRateRateoncurrent10-yrTreasuryBondsAppliedBetaCountryPremium(CRP)MarketPremiumMarketreturnRiskfreerate,Valuation,Risk&ReturnFunctionsEQRP:EquityRiskPremium(CAPM)Notes,Valuation,Risk&ReturnFunctionsCRP:CountryRiskPremium(MarketPremium),EarningsFunctionsFunctions,Functionscovered:EE:EarningsEstimatesEEG:EarningsEstimateGraphERN:EarningsSummary(notshown),EarningsFunctionsFunctionsEE:EarningsEstimates,WhereamI?EE,InputsTypeofEstimateRevenueetc.CurrencyTimePeriodUsuallythelargerthecompanythemoretypesofestimatesouravailable,EarningsFunctionsFunctionsEE:EarningsEstimatesNotes,EarningsFunctionsFunctionsEEG:EarningsEstimateGraph,WhereamI?EEG,OtherFunctions,Functionscovered:AIRS:AirlineStatisticsHDS:HoldingsSearchCACS:CorporateActionCalenderCACT:CorporateActionGlobalACDR:EarningsAnnouncementCalenderRELS:RelatedSecurities,OtherFunctionsAIRS:AirlineStatistics,DisplaysairtravelstatisticsbytheU.S.DepartmentofTransportationInformationStatisticsinclude:OnTimeArrivals,MishandledBaggageConsumerComplaints,andPassengerTrafficValueisthenumberper100,000passengersSortorviewagraphofeachstatisticovertime,WhereamI?AIRS,OtherFunctionsAIRS:AirlineStatistics,WhereamI?AIRS,OtherFunctionsHDS:HoldingsSearch,WhereamI?CMCSKHDS,OtherFunctionsCACS:CorporateActionCalendar,OverviewDisplaysalistofcorporateactionstakenbyacompanyoveradaterangeCustomizethedatetype(effective,announcement),actiontype(acquisition,dividend,shareholdermeeting)anddaterange,WhereamI?CACS,OtherFunctionsCACT:CorporateActionGlobal,OtherFunctionsCACT:CorporateActionGlobal,InputsDateRangeCorporateActionType4pagesofactiontypesCompanyNameCountry,OtherFunctionsCACT:CorporateActionGlobal,OtherFunctionsACDR:EarningsAnnouncementCalendar,OverviewACDRdisplaysearningsestimatesandannouncementdatesforcompaniesinaspecifiedcountryorregionUsetocompareactualwithestimatedearnings,WhereamI?ACDR,OtherFunctionsRELS:RelatedSecurities,OverviewRELSallowsyoutoquicklyfindallequityanddebtsecuritiesissuedbyacompanyaswellasbrands,subsidiaries,people,news,majorphysicalassetssuchaspowerplantsorpipelines,WhereamI?RELS,DebtFunctionsGovernmentSecurities(F2),DebtFunctionsGovernmentSecurities:Lookup(TK),DebtFunctionsLookup:TK(continued),DebtFunctionsLookup:TK(continued),DebtFunctionsLookup:TK(continued),DebtFunctionsYieldCurveSpread:FMCS,DebtFunctionsYieldCurveSpread:FMCS(continued),DebtFunctionsYieldCurveSpread:FMCS(continued),DebtFunctionsYieldCurveSpread:FMCS(continued),DebtFunctionsCor