bloomberg 数据库教学课件

IntroductoryBloombergTraining•Createdby:•JoryJ.McCuskey•[e-mail]•Editedby:•BillyPratherTutorialOutline•KeyboardandNavigation–GettingStarted•EquityFunctions•DebtFunctions•OptionFunctions•NewsFunctions•Conclusion–DataExportTheKeyboard:Overview•CommandStructure–Identifier(TickerSymbol)–MarketSector(Yellowkeys)•ex.F8orEquity–Function(Bloomberglistedcode)•ex.FAforFinancialAnalysis–Example:DELLequityFA•Navigation:–MENU•Returnsyoutopreviouspage–PAGEBACK/PAGEUP•Scrollsthroughmultipagedocuments–HELP•KeywordsearchTheKeyboard:Continued•Rulesofthumb:–Green=Go–Red=Stop–Yellow=Information–AllyellowboxesareadjustableinputsTheKeyboard:ContinuedLogIntoBloombergTerminalStep1:PressCONNDFLTbuttonontoprightsideofkeyboardStep2:LoginusingcredentialsprintedonkeyboardormonitorStep1:PresstheEQUITYF8keythenpressGO(enter)TheEquitiesPageNote:ThispageisyourmainresourceforallequityrelatedfunctionsFunctionsCovered:TK,QSRC,MASearchFunctions:EquitiesEquitySearchFunctions:TKWhereamI?EquityTKGO•Overview:–QuicklysearchforequitiesbypartialissuernameEquitySearchFunctions:TKTickerCountryCodeCompanyNameEquitySearchFunctions:TKNowTryThis!UsingtheTKEquitySearchFunction•Instructions:–ThinkofaU.S.companywho’stickeryoudon’tknowandusetheTKfunctiontofinditsEquitypageQSRC:EquitySearch1.SelectthesearchyouwishtoRUNorEDIT2.ChoosefromtheavailableoptionsQSRC:EquitySearchEditingSearchCriteriaCustomizedEquitySearchFunctions:QSRC•Overview–Generatesalistofequitysecuritiesbasedonasetofcriteriayouselectsuchas:•Country,state,exchange,securitytype,index,industrygroupandavarietyofnumericalvaluessuchasGrossprofitmargin–Quicklyscreenforopportunitiesbasedonfundamentalandtechnicaldata–Toaccesstype:QSRCGOWhereamI?EquityQSRCGOCustomizedEquitySearchFunctions:QSRCInteractiveExampleWhereamI?EquityQSRCGO•Overview:–CreateasearchthatfindsallU.S.Investmentbankslargerthan$500MlnCustomizedEquitySearchFunctions:QSRCInteractiveExampleWhereamI?EquityQSRCGO1)Givethesearchaname(ex:BIGGESTINV-BANKS)(pressGOtosave)2)SelectasearchfieldCustomizedEquitySearchFunctions:QSRCFeaturesWhereamI?EquityQSRCGO1)Type“MarketCap”inthe‘SearchAllFields’boxandpressGO2)Selectoption21)CurrencyAdjMktCapLastClose3)SettheminimumforCurrencyAdjMktCapto$500Mln4)Selectoption19)IndustryGroupsCustomizedEquitySearchFunctions:QSRCFeaturesWhereamI?EquityQSRCGO1)Select8)Financial2)Select25)DiversifiedFinanServ3)Select28)InvestmentBnkr/Brkr4)PressMENUtwice(note:1IndustryGrouphasbeenselected)CustomizedEquitySearchFunctions:QSRCInteractiveExampleWhereamI?EquityQSRCGO1)ClickEdit,SearchDisplay2)Click‘Selectdisplayfield’,typeMarketCap,selectCurrencyAdjMktCap3)Type4intheorangeboxnexttoCurrencyAdjMktCap4)Set1stSortColumnto4,and2forDescendingOrder,then1GOtoviewresultsCustomizedEquitySearchFunctions:QSRCInteractiveExampleWhereamI?EquityQSRCGO1)PressPAGEFWD/PAGEBACKtoscrollthroughresults2)Clickonacompanytoviewdescription,pricegraph,corporateactionornewspagesEquitySearchFunctions:MAWhereamI?EquityMAGO•Overview–Providescoverageonglobalmergerandacquisitionactivity–Usestandardizeddealsearchorcreateacustomizedsearch–ViewM&AlegalandfinancialleaguetablesaswellascomprehensiveglobalM&Astatistics–Toaccesstype:MAGOEquitySearchFunctions:MA1)M&ASearchWhereamI?EquityMAGO,1GO•Overview–QuickCompanySearchallowsyoutosearchbycompanynameorticker–StandardCategoriesallowyoutoviewresultsfrompredefinedsearches–CustomSearchprovidescustomizablesearchcategoriessoyoucandefinespecificcriteriafordisplayingtransactionsEquitySearchFunctions:MAInteractiveExample:M&ACustomSearchWhereamI?EquityMAGO,1GOEquitySearchFunctions:MA7)M&ALeagueTablesWhereamI?EquityMAGO,7GOEquitySearchFunctions:MA8)M&AStatisticsWhereamI?EquityMAGO,1GONowTryThis!UsingtheM&ASearchFunctions•Instructions:–CreateanM&ACustomsearchforallU.S.M&Adeals:•In2003•IntheRealEstateIndustry•ByGoldmanSachs–UsingtheM&ALeagueTablesfunction,comparemarketshareforRealEstaterelatedtransactionsNorthAmericaamongbothfinancialandlegaladvisors–UsingtheM&AStatisticsfunction,findtheaveragepremiumpaidforRealEstaterelatedM&AtransactionsinMarch04.Howdoesthispremiumcomparewiththeaveragepremiumpaidacrosstheworld?SearchFunctions:UNDWCustomUnderwriterRankings:ex:IPOsWhereamI?EquityUNDWGOSearchFunctions:LEAGWhereamI?LEAGGONowTryThis!UsingtheLEAGorUNDWSearchFunctions•Instructions:–SeewholeadstheLeagueTablesforU.S.High-yieldDebt–CreateacustomsearchforallIPOsintheUS–WholeadstheleaguetablesforCanadianGovernmentDebt?EquityMarketsFunctions•Functionstobecovered:–WEI:WorldEquityMarketsview–LVI:LargestVolumeIncreases–WPE:WorldPE–WEIS:WorldEquityRankedReturns–NN:EquityNewsSearchCategory–EMI:EquityMarketIndicators–IMOV:IndexMovers–MOST:MostActive–EMTK:EquityMarketTicker–CSDR:SovereignDebtRatingsWhereamI?QSRCGOEquityMarketsFunctionsWEI:WorldEquityMarketsViewWhereamI?EquityWEIGOEquityMarketsFunctionsLVI:LargestVolumeIncreasesWhereamI?EquityLVIGOEquityMarketsFunctionsLVI:LargestVolumeIncreasesWhereamI?EquityLVIGOEquityMarketsFunctionsWPE