bloomberg 数据库教学课件

1、Introductory Bloomberg Training,Created by: Jory J. McCuskey jjmccuskey Edited by: Billy Prather,Tutorial Outline,Keyboard and Navigation Getting Started Equity Functions Debt Functions Option Functions News Functions Conclusion Data Export,The Keyboard: Overview,Command Structure Identifier (Ticker

2、 Symbol) Market Sector (Yellow keys) ex. F8 or Equity Function (Bloomberg listed code) ex. FA for Financial Analysis Example: DELL equity FA,Navigation: MENU Returns you to previous page PAGE BACK/ PAGE UP Scrolls through multipage documents HELP Keyword search,The Keyboard: Continued,Rules of thumb

3、: Green = Go Red = Stop Yellow = Information All yellow boxes are adjustable inputs,The Keyboard: Continued,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,Step 1: Press the EQUITY F8 key then pr

4、ess GO (enter),The Equities Page,Note: This page is your main resource for all equity related functions,Functions Covered: TK, QSRC, MA,Search Functions: Equities,Equity Search Functions: TK,Where am I? TK ,Overview: Quickly search for equities by partial issuer name,Equity Search Functions: TK,Tick

5、er,Country Code,Company Name,Equity Search Functions: TK,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,QSRC: Equity Search,Select the search you wish to RUN or EDIT,Choose from the ava

6、ilable options,QSRC: Equity Search Editing Search Criteria,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 G

7、ross profit margin Quickly screen for opportunities based on fundamental and technical data To access type: QSRC ,Where am I? QSRC ,Customized Equity Search Functions: QSRC Interactive Example,Where am I? QSRC ,Overview: Create a search that finds all U.S. Investment banks larger than $500Mln,Custom

8、ized Equity Search Functions: QSRC Interactive Example,Where am I? QSRC ,Give the search a name (ex: BIGGEST INV-BANKS) (press to save) Select a search field,Customized Equity Search Functions: QSRC Features,Where am I? QSRC ,Type “Market Cap” in the Search All Fields box and press Select option 21)

9、 Currency Adj MktCap Last Close Set the minimum for Currency Adj MktCap to $500Mln Select option 19) Industry Groups,Customized Equity Search Functions: QSRC Features,Where am I? QSRC ,Select 8) Financial Select 25) Diversified Finan Serv Select 28) Investment Bnkr/Brkr Press twice (note: 1 Industry

10、 Group has been selected),Customized Equity Search Functions: QSRC Interactive Example,Where am I? QSRC ,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 Descend

11、ing Order, then 1 to view results,Customized Equity Search Functions: QSRC Interactive Example,Where am I? QSRC ,Press / to scroll through results Click on a company to view description, price graph, corporate action or news pages,Equity Search Functions: MA,Where am I? MA ,Overview Provides coverag

12、e on global merger and acquisition activity Use standardized deal search or create a customized search View M&A legal and financial league tables as well as comprehensive global M&A statistics To access type: MA ,Equity Search Functions: MA 1) M&A Search,Where am I? MA , 1 ,Overview Quick Company Se

13、arch 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,Equity Search Functions: MA Interactive Example: M&A Custom

14、 Search,Where am I? MA , 1 ,Equity Search Functions: MA 7) M&A League Tables,Where am I? MA , 7 ,Equity Search Functions: MA 8) M&A Statistics,Where am I? MA , 1 ,Now Try This! Using the M&A Search Functions,Instructions: Create an M&A Custom search for all U.S. M&A deals: In 2003 In the Real Estate

15、 Industry By Goldman Sachs Using the M&A League Tables function, compare market share for Real Estate related transactions North America among both financial and legal advisors Using the M&A Statistics function, find the average premium paid for Real Estate related M&A transactions in March 04. How

16、does this premium compare with the average premium paid across the world?,Search Functions: UNDW Custom Underwriter Rankings: ex: IPOs,Where am I? UNDW ,Search Functions: LEAG,Where am I? LEAG ,Now Try This! Using the LEAG or UNDW Search Functions,Instructions: See who leads the League Tables for U.

17、S. High-yield Debt Create a custom search for all IPOs in the US Who leads the league tables for Canadian Government Debt?,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 Se

18、arch Category EMI: Equity Market Indicators IMOV: Index Movers MOST: Most Active EMTK: Equity Market Ticker CSDR: Sovereign Debt Ratings,Where am I? QSRC ,Equity Markets Functions WEI: World Equity Markets View,Where am I? WEI ,Equity Markets Functions LVI: Largest Volume Increases,Where am I? LVI ,

19、Equity Markets Functions LVI: Largest Volume Increases,Where am I? LVI ,Equity Markets Functions WPE: World PE,Where am I? WPE ,Equity Markets Functions WEIS: World Equity Ranked Returns,Where am I? WEIS ,Equity Markets Functions WEIS: World Equity Ranked Returns,Where am I? WEIS ,Equity Markets Fun

20、ctions WEIS: World Equity Ranked Returns,Where am I? WEIS ,Equity Markets Functions WEIS: World Equity Ranked Returns,Where am I? WEIS ,Equity Markets Functions NN: Equity News Search Category,Where am I? NN ,Equity Markets Functions NN: Equity News Search Category,Where am I? NN 36 ,Equity Markets

21、Functions EMI: Equity Market Indicators,Where am I? EMI ,Equity Markets Functions EMI: Equity Market Indicators,Where am I? EMI 31 ,Equity Markets Functions EMI: Equity Market Indicators,Where am I? EMI 31 ,Equity Markets Functions EMI: Equity Market Indicators,Where am I? EMI 31 ,Equity Markets Fun

22、ctions IMOV,Where am I? QSRC ,Equity Markets Functions MOST,Where am I? QSRC ,Equity Markets Functions EMTK: Equity Market Ticker,Where am I? EMTK ,Equity Markets Functions EMTK: Equity Market Ticker,Where am I? EMTK 11 ,Equity Markets Functions EMTK: Equity Market Ticker,Where am I? EMTK 11 11 ,CSD

23、R: Sovereign Debt Ratings,Where am I? CSDR ,CSDR: Sovereign Debt Ratings,Where am I? CSDR 1 ,Multiple Security Analytics Functions,Useful functions to explore: HMS: 4-in-1 Price Graph MRA: Multiple Regression Analysis CORR: Correlation Matrix,Price Graphing Functions,Useful functions to explore: HP:

24、 Historical Price Table GIP: Intraday Price Graph GPO: Price & Volume Graph w/ Moving Avg.,Financial Analysis Functions,Functions covered: FA: Financial Analysis DVD: Dividend Summary (not shown) CF: Company Filings (not shown),Financial Analysis Functions,Where am I? 9,Financial Analysis Functions,

25、Where am I? FA,Financial Analysis Functions,Where am I? FA 9 ,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: C

26、ountry Risk Premium,Valuation, Risk & Return Functions RV: Relative Value,Where am I? RV ,Valuation, Risk & Return Functions DDM: Dividend Discount Model,Where am I? DDM ,Valuation, Risk & Return Functions WACC: Weighted Average Cost of Capital,Where am I? WACC ,Valuation, Risk & Return Functions BE

27、TA: Beta Calculation,Where am I? BETA ,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,Valuation, Risk & Return Functions BETA: Notes,Valuation, Risk & Return Functions COMP: Comparative

28、 Returns,Where am I? COMP ,Valuation, Risk & Return Functions EQRP: Equity Risk Premium (CAPM),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,Valuation, Risk & Return Functions EQRP: Equ

29、ity Risk Premium (CAPM) Notes,Valuation, Risk & Return Functions CRP: Country Risk Premium (Market Premium),Earnings Functions Functions,Functions covered: EE: Earnings Estimates EEG: Earnings Estimate Graph ERN: Earnings Summary (not shown),Earnings Functions Functions EE: Earnings Estimates,Where

30、am I? EE ,Inputs Type of Estimate Revenue etc. Currency Time Period Usually the larger the company the more types of estimates our available,Earnings Functions Functions EE: Earnings Estimates Notes,Earnings Functions Functions EEG: Earnings Estimate Graph,Where am I? EEG ,Other Functions,Functions

31、covered: AIRS: Airline Statistics HDS: Holdings Search CACS: Corporate Action Calender CACT: Corporate Action Global ACDR: Earnings Announcement Calender RELS: Related Securities,Other Functions AIRS: Airline Statistics,Displays air travel statistics by the U.S. Department of Transportation Informat

32、ion 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 ,Other Functions AIRS: Airline Statistics,Where am I? AIRS ,Other Functions HDS: Holding

33、s Search,Where am I? CMCSK HDS ,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? CA

34、CS ,Other Functions CACT: Corporate Action Global,Other Functions CACT: Corporate Action Global,Inputs Date Range Corporate Action Type 4 pages of action types Company Name Country,Other Functions CACT: Corporate Action Global,Other Functions ACDR: Earnings Announcement Calendar,Overview ACDR displa

35、ys earnings estimates and announcement dates for companies in a specified country or region Use to compare actual with estimated earnings,Where am I? ACDR ,Other Functions RELS: Related Securities,Overview RELS allows you to quickly find all equity and debt securities issued by a company as well as

36、brands, subsidiaries, people, news, major physical assets such as power plants or pipelines,Where am I? RELS ,Debt Functions Government Securities (F2),Debt Functions Government Securities: Lookup (TK),Debt Functions Lookup: TK (continued),Debt Functions Lookup: TK (continued),Debt Functions Lookup: TK (continued),Debt Functions Yield Curve Spread: FMCS,Debt Functions Yield Curve Spread: FMCS (continued),Debt Functions Yield Curve Spread: FMCS (continued),Debt Functions Yield Curve Spread: FMCS (continued),Debt Functi