Standard & Poor s Research Insight Compustat 315 7 Tel: (02)2736-1058 Fax: (02)2736-3001
Research Insight..1.. 1..2 Research Assistant 3. Research Assistant 3. Research Assistant 6..6..7 /....8 Opent Report:. 8 Opent Chart:...9 Report Assistant:...11 Chart Assistant:. 12 Company Hightlight.14 Opent Report: 15 Opent Chart:..18 Report Assistant: 22 Chart Assistant:....25 EXCEL Research Insight...28 Research Insight WS Excel 28 Excel S P 30 Research Insight & WS Excel.31..34. Help ( ).... 2
COMPUSTAT COMPUSTAT Standard & Poor s COMPUSTAT Standard & Poor s COMPUSTAT Research Insight (Country Overview) (Trends and Projections) COMPUSTAT Standard & Poor s Research Insight 160 Standard & Poor s 3
COMPUSTAT 10,000 10,400 1000 450 ADRs 350 230 300 600 S&P Dow Jones Russell 20 ( 1950 ) 48 ( 1962 ) 20 ( 1962 ) I/B/E/S / 200 1982 12,000 3,300 75 80%. 110 90 12 internet 440, 200 4
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Research Insight Tools Menu Research Assistant,, Report Assistant, Formula *.rpt Chart Assistant, Formula Chart *.rpt Company Highlights Open Screen, Open Report, Open Chart, Open Set ( ), Prices, News and Headlines Compustat Real Time 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 1. Research Assistant, Report Assistant, Chart Assistant 2. OpenScreen, Open Report, Open Chart & Open Sets. 3. 4. 5. 6. 7. 8. Look up Companies, Items, Functions & Sets 9. Run (Report Times Perids) 1
10. (Welcome) 11. Market Insight ( Global ) 12. (Launch home page) 13. (Business Description) 14. Research Insight 15. Help Research Assistant Report Assistant Chart Assistant Company Highlights Run Assistant SAVE Open Report SAVE Open Chart Open Screen Look up *srn Companies, Open Set ( ) *set Items, Functions & Sets 2
Research Assistant Research Assistant ( ) Indicator Groups (Indicator Items),., *scn Indicator Item ( Indicator Groups Help/Data Definition) (Indicator (*scn) Items) 6 Help/Reference Table/Economic and Industry Sector codes SIC Codes ( ) (Initial Set S P500 Index(GISP500) Asia Pacific100(GISPASIA) Change Set Look up Predefined Saved Set File(*.set) (Indicator Groups) (Indicator Items) 3
Ticker Symbol: 1. Research Assistant, look up,,, Intel, Paste, close, Intel, Step 2. Look Up Select Company Category, : $G: (GV Industrial Active) $F:,,.(GV Financial Active) $L: (GV Index Active & Research) $N: (GV Currency) $D: (GV Industrial Research) $X: (GV Financial Research) 2. I. Step 2, Intel,, Look Up,. II. / Remove Company,, Restore Company,. 4
III.,, Step 3 Save Set,, Open Set Initial Set/ Change set/ Look up/ Saved ) (*set) (*scn) (*scn) Save Screen Save File Option (Description) (Password) 5
Indicator Groups Research Assistant.. (.), = OR. (.),. Indicator Groups/Items, Customize Indicator Groups Items, ( ) ok. 6
. Research Insight (Items ) SIC 3Com, 12%. 1. Research Assistant, Companies Ticker Symbol coms ( ), Find Similar Companies SIC. 2. Fundmentals --ROA(return on assets) 3. >, 12.,. ) (*set) (*scn) 7
/ /,,,,,. Open Report Open Report,,,,,,,,,,,,,,. 8
Balance Sheet Key Item Balance Sheet, Finish. : Name,, ticker. ( ) Open Chart Open Chart,,, 1. 5 year total return to shareholders 9
2. 3. Run Assistant, p.13 2 icon 10
( ) Report Assistant 1. Step 1 Step 3 Historical Analysis Step 3 Step 2 Relative -1Y 0Y ( + ) Absolute Y96 Y97 (, Jul96 Jun97) Calendar C96 C97 (1996-1997, Jan.-Dec.) (1) Items Groups Income-Ann(Industrial) Revenue-Total 2 Valuation Price/Earnings Ratio Run Assistant See p.25 item (2) new items look up item Selected Items item (2) Items add item Selected Items 11
2. Run Assistant / Chart Assistant Step1 3. 4.-6. 12
( ) Chart Assistant 1. Step 1 Step 3 1 or / Current Period / Relative -1Y 0Y ( + ) 2 item Historical Analysis Time Chart Absolute Y96 Y97 ( Historical Style, Jul96 Jun97) Analysis Calendar C96 C97 (1996-1997, Step 3 Jan.-Dec.) Step 2 item item new items look up item Selected Items add item Selected Items 13
2. Chart Chart Definition Assistant Step1 Run Assistant / Chart Definition X Y $ % 14
Company Highlight 1. Company Highlight Formula Run Assistant 2. Companies Intc (Intel Corp ) Run Assistant Research Intc 15
3. Run Assistant Open Report 1. Open Report Formula Run Assistant Open Report Balance Sheets + 16
key item balance sheet 2. Run Assistant Research Assistant look up 17
ROA 3. Run Assistant 18
Open Chart 1. Open Chart Formula Run Assistant 5 year total return to shareholders Run Assistant 2. Run Assistant Research Assistant Companies Key intc Look Up Change Set change set, look up 19
paste close Find Text S&P 500 Find Next 20
3. Run Assistant p.26 2 icon 21
Report Assistant 1. Step 1 Step 3 Historical Analysis Step 3 Relative -1Y 0Y ( + ) Absolute Y96 Y97 (, Jul96 Jun97) Calendar C96 C97 (1996-1997, Jan.-Dec.) Step 2 (1) Items Groups Income-Ann(Industrial) Revenue-Total 2 Valuation Price/Earnings Ratio Run Assistant See p.26 item (2) new items look up item Selected Items item (2) Items add item Selected Items 22
3. Chart Assistant Step1 Run Assistant / 4. Sorting Columus in a Table Report : Formula Company name,, SortOrder Table Sort Order Selection 23
5. 1. 2. SIC 3. SIC Column Attributes Display Subtotals OK 4. Run Assistant 6. 1. T (Add Text) 2. Select :Company Name, Sales, 3. (Add Formula) Company,Sales comn, pavg(sales,- 3,0),pavg(xrd,-3,0) 4. Run Assistant Run 24
The Chart Assistant 1. Step 1 Step 3 1 or / Current Period / Relative -1Y 0Y ( + ) 2 item Historical Analysis Time Chart Absolute Y96 Y97 ( Historical Style, Jul96 Jun97) Analysis Calendar C96 C97 (1996-1997, Step 3 Jan.-Dec.) Step 2 item item new items look up item Selected Items add item Selected Items 25
2. Run Assistant Research Assistant Report Time Periods Company Specifics Relative -1Y 0Y ( + ) Absolute Y96 Y97 (, Jul96 Jun97) Calendar C96 C97 (1996-1997, Jan.-Dec.) 26
3. Chart Chart Definition Assistant Step1 Run Assistant / Chart Definition X Y $ % 27
EXCEL Research Insight Research Insight WS Excel 1. 2. 28
3. C/ Program Files/Research Insight/Excel/Spri80 4. Spri80 S P 29
Excel S P 1. S&P Excel 2. SP WS Toolbar, SP WS Toolbar, SP WS Toolbar EXCEL 30
Research Insight & WS Excel Research Assistance ( ) 2-A / S P Open Report 31
Unlink Arrays 32
2-B 33
Help Help/Reference Table/ Economic and Industry Sector Codes SIC Code ISO Currency Codes GIC Code ( ) Tools / Options / Currency Translation Help/Research Isight Help Topics/ Index Find Target Currency Primary Currency Target Currency 34
(Set Article Style) (Indicator Groups) (Item Groups) Tools, Options, Styles, Global Money Management Styles, Customize,. Styles P.11 Setp3. Relative -1Y 0Y ( + ) Absolute Y96 Y97 (, Jul96 Jun97) Calendar C96 C97 (1996-1997, Jan.-Dec.) 35
Indicator Group & Items Company Specifics: Local Mkt Index: Country of Incorporation: Economic Sector: Industry Sector: Industry Code: Auditor #1: Valuation: Issue Market Value: Issue Price to Earnings: Issue Price to Book: Issue Price to Revenue: Issue Price to Cash Flow: 1 Yr Implied P/E (IBES): Growth: Revenue 1Yr CAGR Revenue 5Yr CAGR No. of Yrs Sales Increase: EPS 3 Yr CAGR Net Income 3Yr CAGR Assets 3 Yr CAGR: Market Returns: 1 Month Return: Issue Mkt Return-1 Yr ( ) Price Close % Chg-1 Yr: ( ) Price Close % Chg-3 Yr: ( ) Price Close % Chg-5 Yr: ( ) Price Close % Chg-10 Yr: ( ) Fundamentals: Revenues-Total: Net Income: ROA: ROE: Total Debt: 36
Common Equity: Estimates: I/B/E/S 5 Yr Growth Rate: I/B/E/S F1 Yr Est Direction: I/B/E/S Dilution Factor: F2 Change over F1 Market: Beta: Price-Monthly: Com Shares Traded-Mnth: Average Daily Trade Vol: Dividend Yield: Analysts Coverage % Chg: Accounting Returns: Pretax ROE: ROE: Pretax ROI: Pretax ROA: Pretax ROE (AVG): ROE: Pretax ROI (AVG): Pretax ROA (AVG): Turnaround: Price % change-1 Yr: 3 Yr Rev Growth: 3 Yr EPS Growth: Total Market Cap: Growth Stocks: 5 Yr LSG Rev Growth R2-Rev Growth 5 Yr LSG EPS Growth: R2-EPS Growth Market Cap: Asian Tiger Tiger Country Debt/Common Equity: Current Ration: Cash Flow Margin: 37
Graham & Dodd: Current Ratio: Earnings Growth: Payment of Dividends: Earnings Stability: Price to Book: P/E Decile: Debt & Coverage Ratio: LTD to Total Cap: Total Debt to Cap: Pretax Return on Cap: Pretax Int Coverage: Pretax Fixed Coverage: Quick Ratio: 38