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Standard & Poor ’ s Compustat Research Insight 財務數據分析資料庫

Standard & Poor ’ s Compustat Research Insight 財務數據分析資料庫. North America– NA 北美版. 關雅茹 漢珍數位圖書公司 Dec. 15, 2004. Today ’ s Agenda. Look for Company by Ticker or GVKey Look for Industry Code Look for Data Items Definition Look for Country of Incorporation Codes

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Standard & Poor ’ s Compustat Research Insight 財務數據分析資料庫

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  1. Standard & Poor’s CompustatResearch Insight 財務數據分析資料庫 North America– NA 北美版 關雅茹 漢珍數位圖書公司 Dec. 15, 2004

  2. Today’s Agenda • Look for Company by Ticker or GVKey • Look for Industry Code • Look for Data Items Definition • Look for Country of Incorporation Codes • Open or Create a Report Step by Step 漢珍數位圖書公司 Sep., 2004

  3. How do you look for Company Ticker or GVKey ? • Click「Look Up」 Select Company Category Select Companies by Initial or Find Text Ex: Intel Corp. – INTC/Ticker or 6008/GVKey • Click「Research Assistant」 Companies click「Look Up」 …. • NA 北美版 – 「Ticker」$C CS Active 上市 & $R CS Research 下市 / 停業公司 • GV 全球版 -- 「GVKey」$G GV Industrial Active + $F GV Financial Active 上市公司 & $D+$X…Research 下市 / 停業公司

  4. How do you look for Company Ticker or GVKey ? Look Up Ticker: INTC

  5. How do you look for Company Ticker or GVKey ? Research Assistant $C CS Active $R CS Research Ticker/ Name

  6. How do you look for Industry code? • Click「Help」 Data and Reference Reference GICS codes ( 8-digit code) or SIC codes ( 4-digit code) • Click「Research Assistant」 Choose 「Company Specifics」 Select「GICS codes」or「SIC codes」to search… • GICS Codes – Global Industry Classification Standard • SIC Codes – Standard Industrial Classification Codes

  7. How do you look for Industry code? Help→Data and Reference 8-digit code 4-digit code

  8. How do you look for Industry code? 8-digit code

  9. How do you look for Industry code? 4-digit code

  10. How do you look for Data Item’s definition ? • Click「Look Up」 Select Item Category Select Items by Initial or Find Text • Click「Help」 Data and Reference Data • Click「Research Assistant」 select「Item」 or Right-click on description for definition or click「Customize」to add your own Item(s)

  11. How do you look for Data Item’s definition ? Look Up Item 說明 Same as「Help」 Return onEquity • Name: Return on Equity • Mnemonic: ROE

  12. How do you look for Data Item’s Definitions ? Help→Data and Reference→Data Item Definitions Select XRDF… Pl. see next Page

  13. How do you look for Data Item’s Definitions ? Help→Data and Reference→Data Item Definitions

  14. How do you look for Country of Incorporation Codes ?﹝全球版﹞ • Click「Help」 Data and Reference Reference Country of Incorporation Codes • Click「Research Assistant」 Choose 「Company Specifics」 Select「Country of Incorporation Codes」to search…

  15. [第一步驟]: 輸入與查閱[公司群組] [第二步驟]: 輸入與查閱 [公司縮寫]名稱 第一畫面 $C [北美]營業公司 $G+$F[全球]產業+金融業 例如: ibm,tsm,umc 搜尋[相關產業] 選擇[指標群組] 搜尋[同一國家] 搜尋[指定公司] 選擇[指標項目] 開啟—已儲存的 [公司設定資料] 儲存 [檢索條件]— [公司數據資料] (see #30/附錄) [第三步驟]: 可增修 [指標群組及項目] 按滑鼠右鍵可查 [名詞定義] [Research Assistant – Step 1]- [搜尋--公司數據資料]

  16. 台積電TSM [Research Assistant-Step 1] 搜尋 [公司數據資料] – [範例] 第一畫面 第一畫面 • 公司 -- Intel Corp. INTC • Find Similar Companies SIC 相關產業 • Company Specifics  Exchange = 1-New York Stock • Fundamentals  ROA >=7.0

  17. Save those companies as a set. Save the Screen Criteria [Research Assistant-Step 2] 搜尋 [公司數據資料] – [範例]

  18. 「Chart Assistant」 「Open Chart」 Pl. see 中文手冊 pdf

  19. How do you build「Your own Report」?自製公司財務報表 • 「Report Assistant」 • Step 1 – Choose「Report Format」 • Current Time Period – Company + Items • Historical Analysis – Company + Items + Time • Step 2 – Choose「Item Groups」 Items • Step 3 – Choose「Periods」 • Save to text file or excel file from「RI or Excel」

  20. Service Site 漢珍數位圖書公司 TBMC • www.tbmc.com.tw → 技術支援 → 資料庫 FAQ • http://www.tbmc.com.tw/COMPUSTAT/index.html • 聯絡人: 江紀祖/李霜林 & (南部)朱志雄主任 • Tel: 02-2736-1058 ext 211/263 & 06-331-1525 • E-mail: Kathy or leesl@tts.tbmc.com.tw(南部) Richard@tts.tbmc.com.tw Standard and Poor’s 標準普爾公司 (史坦普) • www.compustat.com • http://support.compustat.com/support • E-mail:clientsupport@standardandpoors.com

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