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SAFE Data Center Starters Guide Bureau van Dijk: Amadeus

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Page 1: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

SAFE Data Center

Starter’s Guide

Bureau van Dijk: Amadeus

Page 2: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

1. Go to the WRDS website: https://wrds-web.wharton.upenn.edu/wrds/

• Log in with your WRDS account

• If you are a researcher or Ph.D. student at Goethe University Frankfurt and do not yet havea WRDS account, you can request an account by writing an email to: [email protected]

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Page 3: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

2. Click on Bureau van Dijk

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Page 4: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

3. Bureau van Dijk’s Amadeus database consists of several different datasets:

• Financials

• Owners - Shareholders

• Owners - Immediate, Ultimate, Domestic Ultimate Owner

• Owners - Subsidiary

• Auditors

• Bankers

• Managers

• Stock Monthly

• Stock Annual

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Page 5: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

4. For example: Click on Financials

5. Step 1: Select the date range for which you want to obtain data.

• Example here: 2010 - 2017

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Page 6: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

6. Step 2: Select the companies for which you want to obtain data.

• Amadeus via WRDS allows you to select companies in four different ways.

(a) You can manually add company codes (BvDEP ID number, ISIN number, Ticker symbol)

(b) You can upload a .txt file containing the company codes.

(c) You can chose from a saved codelist (see Option (a)).

(d) You can search the entire datase (this is recommended for most research purposes)

• Example here: Search the entire database.

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Page 7: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

7. Step 2 (cont.): Select a Dataset (if you have chosen “Search the entire datase”)

• Amadeus classifies companies into 4 categories based on operating revenue, total assets, andnumber of employees.

– V: Very Large Companies

∗ Operating revenue >= 100 million EUR

∗ Total assets >= 200 million EUR

∗ Employees >= 1,000

– L: Large Companies

∗ Operating revenue >= 10 million EUR

∗ Total assets >= 20 million EUR

∗ Employees >= 150

– M: Medium-sized Companies

∗ Operating revenue >= 1 million EUR

∗ Total assets >= 2 million EUR

∗ Employees >= 15

– S: Small Companies

∗ All companies not included in another category.

• Which companies you should choose depends on your research question.

– Example here: Very Large + Large + Medium-sized Companies

• You can also choose to only obtain data from companies in certain countries. Since data queriesin Amadeus can be fairly large, it might be necessary to split your query into multiple queries fordifferent countries.

– Example here: Germany

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Page 8: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

8. Step 3: Select the variables on which you want to obtain data.

• Amadeus Financials classifies company data into different categories.

– Identification Codes

– General Information

– Reporting Information - Year Specific

– Balance Sheet Items

– Profit & Loss Items

– Financial Ratios

• You can find a list of all variables included in Amadeus Financials by clicking on “VariableDescriptions” on the top of the page.

• Example here: Total assets, Gross profit

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Page 9: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

9. Step 4: Select the output format (and compression type and date format)

• You can obtain the output of your query in different data formats.

• For very large queries it might be recommendable to additionally chose a compression type.

• Example here: STATA file (.dta)

10. Click on “Submit Query”

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Page 10: SAFE Data Center Starter s GuideAmadeus Financials classi es company data into di erent categories. { Identi cation Codes { General Information { Reporting Information - Year Speci

10. Your query is now processed. A new tab opens which will contain the download link once your queryis completed. Click on the download link.

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