introduction to capital iq
TRANSCRIPT
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FNCE201Introduction to Capital IQ
Jiaxin Low,Research Librarian, Finance
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Learning Outcomes
• By the end of this session, you should be able to:– Find and extract company information– Find and extract industry information– Compare different companies in the same industry
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What is Capital IQ?
• Financial database used by financial institutions, advisory firms and corporations
• Provides:– Private and public company information– Executive profiles– Industry analysis– Economic data– Basic commodities information– Estimates– Market intelligence
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Slides
• http://www.slideshare.net/lowjiaxin/introduction-to-capital-iq
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What can I find on companies?
• Profile – “tearsheet”• Competitors• Financial information• Peer analysis• Filings and annual reports• …
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Quick Report
• Search for Mastercard• Go to Company Summary > Tearsheet• Generate a Quick Report
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Quick Report
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Charting financial information
• Go to Financials/Valuation > view Ratios
• Question:How do I chart Return on Equity and Return on Assets from 2012 to 2015?
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Quick Comps
• Go to Peer Analysis > Quick Comps
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Quick Comps
• Save this set to add more companies
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Add companies
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Company Screening
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Company Screening
3 main steps:1) Set criteria for search2) Retrieve results list of companies3) Select Display Columns to get more
information on those companies
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Set Criteria
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Set Criteria
• Example: SGX-listed
• Click “Add Criteria”
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View Results
• View results (screening criteria included)
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Customise Display
• To display more information, click Customize Display Columns > Browse All Display Columns
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Choose Display Columns
• Select display columns to add to results
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Choose Display Columns
• Configure display column and click “Add Columns” button > “View Results”
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View Results
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Export results
• Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)
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Export results
• “Save to List” to add to saved Comp Set
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Industry profile
• 1) Search for industry and/or geography
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Industry profile
• 2) Use current company’s industry
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Key Stats & Ratios
• Go to the Industry’s Key Stats & Ratios
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Charting
• Select the Entity and Metric and Add to Chart
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Charting
• Use “Quick Metrics” to add items quickly
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Charting
• Right click to annotate chart
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Charting
• Right click to annotate chart
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Charting
• Export data or chart
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Databases A-Z
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Marketline Advantage
• Industry reports with Five Forces Analysis• Company reports with SWOT Analysis
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Industry research
• Singapore - Restaurants
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Company research
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EMIS
• Emerging Market Information Service
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Company Analysis
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Industry Analysis
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OneSource
• Database with company and industry data• Coverage: global, with 5 years of historical
financial information• Concurrent users: 10
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Factiva
• Mainly known for news• But has sections for company and industry
research• Coverage: worldwide
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Industry info:• News• Top participants by sales• Industry averages and ratios• Trade associations websites• Peer comparison• Analysis (Top 10 by…, industry reports)
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Company info:• News• Key Developments• Peer Comparison• Financial Results (5 years)• Ownership (Shares held)• Reports (Financial, Ratio Comparison)
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JP Morgan Equities Reports
• Read existing analysis of companies and equities for reference
• Has some industry analysis• Useful for valuation of companies
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Company websites
• Listed companies “Investor Relations”
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Exchange websites
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Exchange websites
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News sites
• Bloomberg.com “Markets Dashboard”• Financial Times (use SMU premium
subscription) “Markets Data”• Follow Twitter accounts
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Finance Research Guide
• http://researchguides.smu.edu.sg/finance
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Need more help?
• All research guides: http://researchguides.smu.edu.sg/
• Email: [email protected]• Schedule a consultation (
http://jiaxin.youcanbook.me)