BLOOMBERG 101.ppt

1、1,BLOOMBERG 101,2,Introduction,What is Bloomberg? Current and Historical Price Data Economic Statistics Financial, Political, and Business NewsBloomberg Basics ABCs of how to use,3,Topics,How to get startedUnique keyboard navigationWhere do I get help?What can I find?,4,How to Get Started,Bloomberg

2、terminals are available in Lippincott Library and on the 2nd floor of Huntsman Hall. This is an academic account No customization No automatic Excel download No investment reports, etc. Time delay on prices,5,Keyboard Navigation,Unique to Bloomberg. Key function identified by color.,Yellow =Market S

3、ector Green=Action Red=log on/off,6,KEY FUNCTIONS,GREEN Action Keys GO Activates all commands MENU Return to previous menu PAGE UP/PAGE DOWN Navigate between pages HELP From whatever screen you are on Type: GRAB E-mail your graph or chart Type: LAST Your command history,7,KEY FUNCTIONS,YELLOW Market

4、 Sector Keys CMDTY Commodities, futures, options, spot rates CORP Corporate Debt CRNCY Spots, futures, options on over 100 currencies EQUITY Stocks, options, ADRs, mutual funds, warrants GOVT Worldwide sovereign and agency securities INDEX World financial markets, economic indices. M-MKT Continuousl

5、y issued and short-term dated paper MTGE Mortgage-backed security pass-throughs MUNI U.S. municipality issued debt,8,Bloomberg Personal File Manager,Follow cut & paste instructions for your Excel data and save it Type: pfm Click Compose Click Attachments Go to C:User Select your file and left click

6、on Attach to MSG Email your file,9,What Can I Find?,Todays Focus Company (Equities and Bonds) Financial Market Perspectives (Indices, Commodities, Currencies, Government securities, Economic statistics, etc.) News,10,Ways To Get Help,Bloomberg Help: 8 BU Example: Type beta in the search box Bloomber

7、g Search: SEAR Type a word at the blue cursor in the upper left Sector Help: SECTOR KEY then then Go further within the sector menu and press E-mail the Bloomberg Help Desk: Press and type your question For a response MSG or HDSK ,11,Equities,12,Equities Todays Markets,Main Equities Menu 2) Current

8、Markets/Monitors1) Most Active Up/Down 10) World Equity Indices ,13,Equities Finding Ticker Symbols, 1) Finding and Creating Securities 1)Ticker Symbol Look UpType company name at cursor and press SEAR Companies, Govts, Orgs and enter company nameFor related equities on other exchanges TICKER REQIBM

9、 REQ,14,Single Equity,Ticker INTC 1)Todays Markets27) GIT Time Intervals2)Company Information/Desc.1) DES,15,Single Equity,INTC DES Description Key info in one place HP Price/yield history RV Relative value other cos. FA Financial analysis GPO Graph and tables including open, high, low, closing pric

10、e, and volume MGMT Management profile DVD Dividends and stock splits Hist. CH1 Company financial history CACS Corporate action calendar,16,Single Equity Insider Trading,Insider Filings HistoryINTC CN WSA Insider Transactions INTC GPTR Insider Trading Brief SynopsisINTC DES4 - All Stocks Insider Trad

11、ing:Insiders Monitor INSD ,17,Single Equity Options Monitor,INTC OMON Call option - Example:INTC OCT 05 20.00 NQ+JDLeft click on the option, and click DES. The info appears on the second screen.Historical options - Click on the specific option you want and type: HP ,18,Equity Comparative Analysis,Co

12、mpare an Equity to an Index Intel compared to 2 major indexesINTC COMP Compare an Equity to an EquityFDX UPS ,19,Equities,Bloomberg M&A AnalysisMA Mergers and Acquisitions Search M&A League Table Search Mergers and Acquisitions Statistics Mergers and Acquisitions News Top Stories Corporate Finance,2

13、0,Equities,Earnings AnalysisBBEA 9) United States1) All Earnings2) Positive Surprises3) Negative Surprises - Quarterly Company & Industry Analysis21) Industry Rankings: Net Income,21,Equities,Screen for companies that meet financial (for example, P/E ratio, market cap), geographic, and industry crit

14、eria.SRCM - Equity SearchEnter your criteria and press 1 to save criteria and run searchSearch Example:P/E ratio between 5 and 10Country: United StatesExchange: New York,22,Bonds,23,Bonds,Main Bond Menu 1) Finding and Creating Securities4) FAS Finding a Security Specific Issuer IBM Specific Bond Tic

15、ker Coupon MaturityIBM 7.00 10/30/25 ,24,Bonds,IBM DES Description of bond CRPR Current & historical debt ratings HP Historical price and yield YTC Yield to call analysis YAS Yield spread analysis TRA Total return analysis - RATD Rating scales and definitions for Moodys, S&P, etc.,25,Custom Bond Sea

16、rch,To screen for bondsSRCH Enter your criteria: Coupon,Maturity, Price, Country, Currency, etc.,26,Market Perspectives,An Overview of Global Financial and Economic Markets,27,Market Perspectives Financial Sector,World Bond Markets Historical prices and yields on global benchmark bonds Example: WB C

17、hoose UST 30yr10) Historical Prices 1) HP and then change date in amber field,28,Market perspectives Financial Sector,Government Bonds Main Menu Generic Government Rates GGR Federal Open Market Committee Announcements and Policy Changes FOMC Includes U.S.Treasury yield curves,29,Market Perspectives

18、Financial Sector,World Equity Market Indexes Intra-day changes and historical prices Example: WEI Choose S&P 500 Choose Historical Prices Choose HP Change date - Find the companies in the S&P 500 Index from 1990-presentSPXDESChoose 5) MEMBClick on EDIT and change the date,30,Market Perspectives,ECO

19、Economic ReleasesClick on Change Date (Data back to 1996)IMF Up to 50 Years of monthly financial and economic data on over 200 countries,31,Market Perspectives,Find the Unemployment Rate for the US ESNP Use to display the economic statistics of a specific country. ESNP Choose country (example: Unite

20、d States) Choose Unemployment RateFind the CPI for the United States ECST: Use to display current and historical economic statistics ECST Choose country (example: United States) Then choose CPI,32,Market Perspectives,Currencies2) Current Markets/Monitors7) Currency Rates or WCR 6) World Exchange Rat

21、es by Region or TKC 1) Major Currencies9) World Currency Value or WCV ,33,Market Perspectives,Commodity and financial futures, options, forwards and spot ratesExample: Find Coffee Prices for the United States 5) Agriculture/Soft Commodities1) Global Commodity Prices and Data or CMDX 17) United State

22、s5) Coffee5) New York Cash Price,34,News,35,News,Main News Menu N Top Stories (Top business, financial, and general news stories from around the world) TOP General News on specific companiesCPNY Choose 1) All Company News,36,Bloomberg 101,Please feel free to contact a Lippincott Librarian if you have any questionsEmail: lippincowharton.upenn.edu Phone: 215-898-5924,