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1、Introductory Bloomberg TrainingCreated by:Jory J. McCEdited by:Billy PratherTutorial OutlineKeyboard and NavigationGetting StartedEquity FunctionsDebt FunctionsOption FunctionsNews FunctionsConclusionData ExportNavigation:MENUReturns you to previous pagePAGE BACK/ PAGE UPScrolls through multipage do
2、cumentsHELPKeyword searchThe Keyboard: ContinuedRules of thumb:Green = GoRed = StopYellow = InformationAll yellow boxes are adjustable inputsThe Keyboard: ContinuedLog Into Bloomberg TerminalStep 1: Press CONN DFLT button on top right side of keyboardStep 2: Log in using credentials printed on keybo
3、ard or monitorEquity Search Functions: TKWhere am I? TK Overview:Quickly search for equities by partial issuer nameEquity Search Functions: TKTickerCountry CodeCompany NameEquity Search Functions: TKNow Try This!Using the TK Equity Search FunctionInstructions:Think of a U.S. company whos ticker you
4、dont know and use the TK function to find its Equity pageQSRC: Equity Search1.Select the search you wish to RUN or EDIT2.Choose from the available optionsQSRC: Equity SearchEditing Search CriteriaCustomized Equity Search Functions: QSRCOverviewGenerates a list of equity securities based on a set of
5、criteria you select such as:Country, state, exchange, security type, index, industry group and a variety of numerical values such as Gross profit marginQuickly screen for opportunities based on fundamental and technical dataTo access type: QSRC Where am I? QSRC Customized Equity Search Functions: QS
6、RCInteractive ExampleWhere am I? QSRC Overview:Create a search that finds all U.S. Investment banks larger than $500MlnCustomized Equity Search Functions: QSRCInteractive ExampleWhere am I? QSRC 1)Give the search a name (ex: BIGGEST INV-BANKS) (press to save)2)Select a search fieldCustomized Equity
7、Search Functions: QSRCFeaturesWhere am I? QSRC 1)Type “Market Cap” in the Search All Fields box and press 2)Select option 21) Currency Adj MktCap Last Close3)Set the minimum for Currency Adj MktCap to $500Mln4)Select option 19) Industry GroupsCustomized Equity Search Functions: QSRCFeaturesWhere am
8、I? QSRC 1)Select 8) Financial2)Select 25) Diversified Finan Serv3)Select 28) Investment Bnkr/Brkr4)Press twice (note: 1 Industry Group has been selected)Customized Equity Search Functions: QSRCInteractive ExampleWhere am I? QSRC 1)Click Edit, Search Display2)Click Select display field, type Market C
9、ap, select Currency Adj MktCap3)Type 4 in the orange box next to Currency Adj MktCap4)Set 1st Sort Column to 4, and 2 for Descending Order, then 1 to view resultsCustomized Equity Search Functions: QSRCInteractive ExampleWhere am I? QSRC 1)Press / to scroll through results2)Click on a company to vie
10、w description, price graph, corporate action or news pagesEquity Search Functions: MAWhere am I? MA OverviewProvides coverage on global merger and acquisition activityUse standardized deal search or create a customized searchView M&A legal and financial league tables as well as comprehensive global
11、M&A statisticsTo access type: MA Equity Search Functions: MA 1) M&A Search Where am I? MA , 1 OverviewQuick Company Search allows you to search by company name or tickerStandard Categories allow you to view results from predefined searchesCustom Search provides customizable search categories so you
12、can define specific criteria for displaying transactionsEquity Search Functions: MAInteractive Example: M&A Custom SearchWhere am I? MA , 1 Equity Search Functions: MA7) M&A League TablesWhere am I? MA , 7 Equity Search Functions: MA8) M&A StatisticsWhere am I? MA , 1 Now Try This!Using the M&A Sear
13、ch FunctionsInstructions:Create an M&A Custom search for all U.S. M&A deals:In 2003In the Real Estate IndustryBy Goldman SachsUsing the M&A League Tables function, compare market share for Real Estate related transactions North America among both financial and legal advisorsUsing the M&A Statistics
14、function, find the average premium paid for Real Estate related M&A transactions in March 04. How does this premium compare with the average premium paid across the world?Search Functions: UNDWCustom Underwriter Rankings: ex: IPOsWhere am I? UNDW Search Functions: LEAGWhere am I? LEAG Now Try This!U
15、sing the LEAG or UNDW Search FunctionsInstructions:See who leads the League Tables for U.S. High-yield DebtCreate a custom search for all IPOs in the USWho leads the league tables for Canadian Government Debt?Equity Markets FunctionsFunctions to be covered:WEI: World Equity Markets viewLVI: Largest
16、Volume IncreasesWPE: World PEWEIS: World Equity Ranked ReturnsNN: Equity News Search CategoryEMI: Equity Market IndicatorsIMOV: Index MoversMOST: Most ActiveEMTK: Equity Market TickerCSDR: Sovereign Debt RatingsWhere am I? QSRC Equity Markets FunctionsWEI: World Equity Markets ViewWhere am I? WEI Eq
17、uity Markets FunctionsLVI: Largest Volume IncreasesWhere am I? LVI Equity Markets FunctionsLVI: Largest Volume IncreasesWhere am I? LVI Equity Markets FunctionsWPE: World PEWhere am I? WPE Equity Markets Functions WEIS: World Equity Ranked ReturnsWhere am I? WEIS Equity Markets Functions WEIS: World
18、 Equity Ranked ReturnsWhere am I? WEIS Equity Markets Functions WEIS: World Equity Ranked ReturnsWhere am I? WEIS Equity Markets Functions WEIS: World Equity Ranked ReturnsWhere am I? WEIS Equity Markets Functions NN: Equity News Search CategoryWhere am I? NN Equity Markets Functions NN: Equity News
19、 Search CategoryWhere am I? NN 36 Equity Markets Functions EMI: Equity Market IndicatorsWhere am I? EMI Equity Markets Functions EMI: Equity Market IndicatorsWhere am I? EMI 31 Equity Markets Functions EMI: Equity Market IndicatorsWhere am I? EMI 31 Equity Markets Functions EMI: Equity Market Indica
20、torsWhere am I? EMI 31 Equity Markets FunctionsIMOVWhere am I? QSRC Equity Markets FunctionsMOSTWhere am I? QSRC Equity Markets Functions EMTK: Equity Market TickerWhere am I? EMTK Equity Markets Functions EMTK: Equity Market TickerWhere am I? EMTK 11 Equity Markets Functions EMTK: Equity Market Tic
21、kerWhere am I? EMTK 11 11 CSDR: Sovereign Debt RatingsWhere am I? CSDR CSDR: Sovereign Debt RatingsWhere am I? CSDR 1 Multiple Security Analytics FunctionsUseful functions to explore:HMS: 4-in-1 Price GraphMRA: Multiple Regression AnalysisCORR: Correlation MatrixPrice Graphing FunctionsUseful functi
22、ons to explore:HP: Historical Price TableGIP: Intraday Price GraphGPO: Price & Volume Graph w/ Moving Avg.Financial Analysis FunctionsFunctions covered:FA: Financial AnalysisDVD: Dividend Summary (not shown)CF: Company Filings (not shown)Financial Analysis FunctionsWhere am I? 9Financial Analysis Fu
23、nctionsWhere am I? FAFinancial Analysis FunctionsWhere am I? FA 9 Valuation, Risk & Return FunctionsFunctions covered:RV: Relative ValueDDM: Dividend Discount ModelWACC: Weighted Average Cost of CapitalBETA: Beta CalculationsCOMP: Comparative Return AnalysisEQRP: Equity Risk Premium (CAPM)CRP: Count
24、ry Risk PremiumValuation, Risk & Return FunctionsRV: Relative ValueWhere am I? RV Valuation, Risk & Return FunctionsDDM: Dividend Discount ModelWhere am I? DDM Valuation, Risk & Return FunctionsWACC: Weighted Average Cost of CapitalWhere am I? WACC Valuation, Risk & Return FunctionsBETA: Beta Calcul
25、ationWhere am I? BETA You can change several inputsDate RangeFrequencyMake sure you have enough data pointsOtherwise your Beta will be inaccurateMost professors use Adjusted BetaValuation, Risk & Return FunctionsBETA: NotesValuation, Risk & Return FunctionsCOMP: Comparative ReturnsWhere am I? COMP V
26、aluation, Risk & Return FunctionsEQRP: Equity Risk Premium (CAPM)InputsExpected Market ReturnRisk Free RateRate on current 10-yr Treasury BondsApplied BetaCountry Premium (CRP)Market PremiumMarket return Risk free rateValuation, Risk & Return FunctionsEQRP: Equity Risk Premium (CAPM) NotesValuation,
27、 Risk & Return FunctionsCRP: Country Risk Premium (Market Premium)Earnings Functions FunctionsFunctions covered:EE: Earnings EstimatesEEG: Earnings Estimate GraphERN: Earnings Summary (not shown)Earnings Functions FunctionsEE: Earnings EstimatesWhere am I? EE InputsType of EstimateRevenue etc.Curren
28、cyTime PeriodUsually the larger the company the more types of estimates our availableEarnings Functions FunctionsEE: Earnings Estimates NotesEarnings Functions FunctionsEEG: Earnings Estimate GraphWhere am I? EEG Other FunctionsFunctions covered:AIRS: Airline StatisticsHDS: Holdings SearchCACS: Corp
29、orate Action CalenderCACT: Corporate Action GlobalACDR: Earnings Announcement CalenderRELS: Related SecuritiesOther FunctionsAIRS: Airline StatisticsDisplays air travel statistics by the U.S. Department of Transportation InformationStatistics include: On Time Arrivals, Mishandled Baggage Consumer Co
30、mplaints,and Passenger TrafficValue is the number per 100,000 passengersSort or view a graph of each statistic over timeWhere am I? AIRS Other FunctionsAIRS: Airline StatisticsWhere am I? AIRS Other FunctionsHDS: Holdings SearchWhere am I? CMCSK HDS Other FunctionsCACS: Corporate Action CalendarOver
31、viewDisplays a list of corporate actions taken by a company over a date rangeCustomize the date type (effective, announcement), action type (acquisition, dividend, shareholder meeting) and date rangeWhere am I? CACS Other FunctionsCACT: Corporate Action GlobalOther FunctionsCACT: Corporate Action Gl
32、obalInputsDate RangeCorporate Action Type4 pages of action typesCompany NameCountryOther FunctionsCACT: Corporate Action GlobalOther FunctionsACDR: Earnings Announcement CalendarOverviewACDR displays earnings estimates and announcement dates for companies in a specified country or regionUse to compa
33、re actual with estimated earningsWhere am I? ACDR Other FunctionsRELS: Related SecuritiesOverviewRELS allows you to quickly find all equity and debt securities issued by a company as well as brands, subsidiaries, people, news, major physical assets such as power plants or pipelinesWhere am I? RELS D
34、ebt FunctionsGovernment Securities (F2)Debt FunctionsGovernment Securities: Lookup (TK)Debt FunctionsLookup: TK (continued)Debt FunctionsLookup: TK (continued)Debt FunctionsLookup: TK (continued)Debt FunctionsYield Curve Spread: FMCSDebt FunctionsYield Curve Spread: FMCS (continued)Debt FunctionsYie
35、ld Curve Spread: FMCS (continued)Debt FunctionsYield Curve Spread: FMCS (continued)Debt FunctionsCorporate Bonds (F3)Debt FunctionsCorporate Bonds: Lookup TKDebt FunctionsCorporate Bonds: Lookup TK (continued)Debt FunctionsCorporate Bonds: Lookup TK (continued)Debt FunctionsCorporate Bonds: Lookup T
36、K (continued)Option FunctionsIntroductionOption Functions are under Equity (F8) Market SectorOMON: Option MonitorCALL: List of CallsPUT: List of PutsOther functions (not shown)GP: Price GraphHP: Historical PriceDES: DescriptionOption FunctionsOMON: Option Monitor Click and hold to see menu for a spe
37、cific optionOption FunctionsCALL: List of CallsOption FunctionsPUTS: List of PutsNews FunctionsFunctions covered:N Main News MenuNews FunctionsWhere am I? N News Functions: TNIWhere am I? TNI News Functions: TNIWhere am I? TNI Economic FunctionsFunctions (Not Shown):ECST: Economic StatisticsIBQ: Ind
38、ustry OverviewCBQ: Country OverviewThe Help Function-As a search function- -For instructions and Definitions- Data Export Print Screen (Action Menu)Send Screen (Action Menu)Screen capture sent to your emailExcel DownloadYou can cut and paste non-menu pagesThe data will need to be reformatteduse Ctrl-C (Cut) and Ctrl-V (paste)There is no direct Excel DownloadQuestions?
