User Guide Web Interface.docx
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User Guide Web Interface.docx
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UserGuideWebInterface
UNIVERSITYOFWALES
BANGOR
SCHOOLFORBUSINESSANDREGIONALDEVELOPMENT
THOMSONONEBANKER-ANALYTICS
USER’SGUIDE
WEBINTERFACE
STUARTMCLEAY&AZIZJAAFAR
OCTOBER2005
TABLEOFCONTENTSPage
A.INTRODUCTION3
B.OPENINGSCREEN4
C.COMPANIES
1.Introduction6
2.ConductingPeerComparisons8
3.AccessingCompanyFilings9
4.CreatingaCustomisedTabularReport10
5.ExportingReports12
6.PrintingReports12
D.INDICES
1.Introduction12
2.CreatinganInteractivePriceChart14
E.PORTFOLIOS
1.Introduction15
2.CreatingaCustomisedPortfolioTabularReport17
A.INTRODUCTION
ThomsonONEBanker-Analyticsisaninternet-basedanalyticstoolthatcombinessourcedata,flexibleuniversalsearching,andinstantchartingtogiveyouthedataandtoolsforin-depthresearch.ThomsonAnalyticsprovidesup-to-the-minutedatathatisfullyaccessible.Thistoolisakeylinktoimportantinformationoncorporate,industryandmarketfinancials.Itincludeshistoricalresearchdataandstatisticsaswellasfive-yearforecasts.ThomsonAnalyticsgivesyouaccesstocompanyandmarketintelligencefromtheleadingindustryauthorities,suchasDatastream,Worldscope,Extel,I/B/E/S,StandardandPoor’sCompustat,SEC,InteractiveDataCorporationandGlobalAccess.
Thesitecanbeaccessedat.Tologin,typetheusername(sbard@bangor.ac.uk)andthepasswordindicatedinthecopyofthedialogboxprintedbelow.
B.OPENINGSCREEN
TheThomsonONEBankerAnalyticshomepagehasseveralmaincomponents,asshownatthetopleftoftheopeningscreen:
Thesetabsallowyoutoselectthebasicdataformatsthatyoudesire.Theselectedtabisdisplayedwithayellowbackground.ThestepstobefollowedinordertoobtaindataonCompaniesarediscussedinSectionCofthisguidewhilstSectionDdealswithIndices,andSectionEwithPortfolios.
TheQuickSearch,shownbelowforCompanies,allowsyoutogainaccesstoinformationpertainingtoaparticularcompanyoraddittoyourportfolio.
QuickSearchisavailableunderallthreeofthemaintabs.
TheAdvancedSearchmodeallowsyoutoassemble,search,andaccesslistsofcompaniesusingcriteriasuchasfinancialratios,growthrates,earnings,stockdataandotherdatabaseprofiles.ToaccesstheAdvancedSearchmode,click
andselectAdvancedSearchfromthedrop-downmenu.BasicSearchisthedefaulttabandtherearealsoSearchLibraryandAdvancedSearchtabs.Selectthemoderequiredandusethesubmenuoptionstorefineyoursearch.
ThePortfolioManagerallowsyoutomanageallaspectsofasampleorportfolio.ThePortfolioManagerisavailableunderboththeCompaniesandPortfoliostabs.
TheContentsWindowonthecentreandrightofthescreen(partiallyreproducedbelow)containshyperlinkedtabsandsub-menususedforaccessingreports,chartsanddata.Anexampleisgivenbelowandtheinstructionsrequiredtodisplaythevariouskindsofoutputaregiveningreaterdetailintherestofthisguide.
EachofContentsWindowTabshasitsownmenubar,withthemenuoptionsdisplayedjustbelowthetabname.Themenuoptionscanbeclickedtorevealdrop-downsubmenus,asfollows:
C.COMPANIES
1.Introduction
LocatingaCompany
1.Gototheupperleftsideofthescreenandclick
.
2.Typeinthenameofthecompanyandclick
.
3.Orclick
thenselectName/KeyLookupfromthedrop-downmenu.
oAttheSearchscreen,selectSearchBy:
EntityName.Typeinallorpartofthenameofacompany,thenclickthe
button.Intheexamplebelow,"volvo"wasentered.
oIfanumberofentrieswiththesameorsimilarcompanynamesarefound(forexample,wheredifferentclassesofsharesaretraded,orparentandsubsidiarieshavethesamename),alistwillbeshownthatallowsfortheselectionofparticularentityforwhichyouaresearching. Clickonthecorrectcompanyfromthelistandoverviewinformationforyourcompanywillbedisplayed.
CompanyOverviewReport
TheCompanyOverviewincludesthebusinessdescription,severalkeyfinancialstatisticsandratios,recentnewsaboutthecompany,astockpricechart,andsummaryearningsestimates(bothforecastsandrevisions).
Quote-thefirstsectionoftheoverviewdisplaysstockandtradingdata.ClicktheViewDetailedQuotelinktoseemoredetailedstockdata.
BusinessDescription-givesanarrativeonthetypeofbusinessandactivityasfoundintheWorldscopedatabase.ClickingontheViewProfilereportwillbringupthedetailedoftheCompanyProfilereportpage,whichincludesmarketlistinginformation,tickersymbol,thecompanyaddressandthecompanyprofile.
KeyFinancials-showsthethreemostrecentyearsofselectedfinancialdatafromtheincomestatementandbalancesheet.ClicktheViewFinancialforfurtherdetail.
KeyFundamentals-displaysselectedcompanyearningsandpriceratios.ClicktheViewFundamentalslinktoseemoredetaileddata.
PriceChart-illustratesasix-monthhistoryofthecompany'sstockprice.TheInteractiveChartprovidesthecapabilityofmodifyingpriceandvolumechartsbasedonyourowncriteria.
AnalystRating–thisshowshowthestockfrom‘Buy’to‘Sell’.
EstimateRevisions–thissummarisesthelatestchangesinanalysts’estimatesforthecurrentyear.
EPSEstimateForecasts–showscompanyearningspershareestimatesforfuturefiscalyearsFY1,FY2,andFY3.ClicktheViewForecastsforfurtherdetails.
RecentNews–displaysthe10latestnewsitems.ClickonMoreNewstoseecompanyandsectornewsitems.
KeyExecutives–namesofchairmanandtopexecutives.ClickonViewExecutivesforfurtherdetails.
2.ConductingPeerComparisons
Apeercomparisondisplayskeyfinancialsforthecompetitorsofthecompanyyouselect.
∙ToaccessPeerdata,clickthe
tab.
∙Usethedrop-downmenustoaccessvarioustypesofpeercomparisonbasedondifferentclassificationsandforfinancial,performanceandcompanyprofilecriteria.
3.AccessingCompanyFilings
ThomsonONEBankerAnalytics'Filingspageenablesyoutotrackindustries,toresearchcompanies,andtoaccessinformationfrombothreal-timeandhistoricalcorporateinformationcontainedintheThomsonFinancialdatabases.
Toaccessacompany'sfilings:
∙Clickonthe
tab.
∙A ContentProfilewillappear.Clickanyofthehyper-linkedfilingnamestoviewfiledreports,newsitemsandfundamentaldatainspreadsheetandotherformats.
4.CreatingaCustomisedTabularReport
∙Clickthe
tab,andthenclickon
inthetopleftcornerofthecontentwindow.
∙Selectthe
fromthe
drop-downmenu,andtheTabularReportCreaterwindowwillappear.
∙Ifyouknowtheitem,youcanenteritinthedialogbox,asshownbelow,andclickonthe
buttontoincludeitintheselection.
∙Ifyouwanttosearchforitems,click
andanewwindowwillappear.Forexample,ifyouneedTotalAssetsdataforVolvofromWorldscope,thenselectthedatabase,andclickontheitemasshownbelow:
Youcannarrowthesearchdownbychoosingthecategoryofdatafirst.
Notethatyoucanalsoretrievedataforpreviousyears;forinstance,ifyouneedTotalAssetsdatafortheyears2001and2000thentypeinws.TotalAssets[Y2001]andws.TotalAssets[Y2000],andclick
foreachitem.
Next,clickon
andthereportcontainingyourdatarequirementwillbedisplayedasfollows:
5.ExportingReports
MostreportscanbedownloadedtoExcelforfurtheranalysis.ExportingishandledbyThomsonONEBankerAnalyticsandcanbedonewheneverthe
iconisvisible.
6.PrintingReports
Toprintareport,clickonthe
icononthemainmenutoolbarafterretrievingareport.
D.INDICES
1.Introduction
Theindicesmode
providesyouwithmarketinformationonachosenIndexsuchas:
∙ADatastreamIndexPerformanceOverview
∙AnInteractiveMarketChart
∙Variouspricechartsandpricereports
∙APriceHistoryReportdisplayingtheopen,high,low,closeandvolumeforagivenperiod
Whenyouselect
ontheupperleftofyourscreen,youmustthenenteranIndexinthetextboxandclick
toseeresults.
Ifyouwishtosearchforanindexbyname,thenclickonthe
tabandtypeintheindexnameasshownbelow.Toselecttheindex,clickontheindexname.
ThePerformanceOverviewReportwillappearonceavalidIndexisenteredorselected. TheDailyPriceChartcomponentofthisreportdisplaysthepricemovementoftheIndexovera6-monthtimeframe.
2.CreatinganInteractivePriceChart
Clickthe
tab.
AdefaultdailyPriceChartasshownbelowdepictsthemovementoftheIndexfora12-monthtimeperiod.Youcanseetheunderlyingdatabyclickingon
.
Youcancustomisethedatainthischartaccordingtotimeframe,indicatorsandothercriteria.Forexample,theillustrationbelowshowshowtoselectamonthlypricechart
foraten-yearperiodforFTSE100,starting1October1993.Clickthe
buttontoviewthechart.
E.PORTFOLIOS
1.Introduction
Theportfoliosmode
providesyouwiththeabilitytocreatesavedsetsofcompaniesbasedonanynumberofcriteriasuchasindustryandpeers.Withthesesavedsetsofcompanies,youcanconductanalysisandcomparisonswithouthavingtoperformfurthersearches.
Example:
a.Tocreateaportfolio,clickonCompaniesmode,typein‘volvo’andselectthecorrectcompany.
b.Select
onthemainmenuandclickon
fromthedrop-down
menu.
Youwillviewalistofcompaniesontheleftscreenasdisplayedbelow:
c.Tosavetheportfolio,click
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