bloomberg 数据库教学课件

Introductory Bloomberg Training
Created by:
Jory J. McCuskey jjmccuskey@
Edited by:
Billy Prather
Tutorial Outline
Keyboard and Navigation
▪ Using the M&A Statistics function, find the average premium paid for Real Estate related M&A transactions in March 04. How does this premium
Search Functions: UNDW Custom Underwriter Rankings: ex: IPOs
▪ To access tWyhpeer:e aQmSRIC? <GO>
<Equity> QSRC <GO>
Customized Equity Search Functions: QSRC Interactive Example
• Overview:
– Create a search that finds all U.S. Investment banks larger than $500Mln
The Keyboard: Continued
Navigation:
▪ MENU
Returns you to previous page
▪ PAGE BACK/ PAGE UP
Scrolls through multipage documents
▪ HELP
Keyword search
The Keyboard: Continued
Equity Search Functions: MA Interactive Example: M&A Custom Search
Where am I?
<Equity> MA <GO> , 1 <GO>
Equity Search Functions: MA 7) M&A League Tables
– Custom Search provides customizable search categories so you can define specific criteria for displaying transactions
Where am I?
<Equity> MA <GO> , 1 <GO>
MktCap 3) Type 4 in the orange box next to Currency Adj MktCap 4) Set 1st Sort ColWuhmenretoam4,It?aondvi2ewforresDuelstcs<eEnqduiintgy>OrQdSeRrC, <tGhOe>n 1 <GO>
<Equity> TK <GO>
Equity Search Functions: TK
Company Name
Ticker Country Code
Equity Search Functions: TK
Now Try This! Using the TK Equity Search Function
1) Select 8) Financial 2) Select 25) Diversified Finan Serv
3) Select 28) Investment Bnkr/Brkr 4) Press <MENU> twice (note: 1 Industry Group has been selected)
global M&A statistics – To access type: MA <GO>
Where am I?
<Equity> MA <GO>
Equity Search Functions: MA 1) M&A Search
• Overview
– Quick Company Search allows you to search by company name or ticker – Standard Categories allow you to view results from predefined searches
button on top right side of
keyboard
Step 2: Log in using
credentials
The Equities Page
Step 1: Press the EQUITY F8
key then press GO (enter)
Note: This page is your main resource for all equity related functions
Instructions:
▪ Think of a U.S. company who’s ticker you don’t know and use the TK function to find its Equity page
QSRC: Equity Search
1. Select the search you wish to RUN or
Rules of thumb:
▪ Green = Go ▪ Red = Stop ▪ Yellow = Information ▪ All yellow boxes are adjustable
inputs
Log Into Bloomberg Terminal
Step 1: Press CONN DFLT
Search Functions: Equities
Functions Covered: TK, QSRC, MA
Equity Search Functions: TK
• Overview:
–Quickly search for equities by partial issuer name
Where am I?
Where am I?
<Equity> QSRC <GO>
Customized Equity Search Functions: QSRC Interactive Example
1) Click Edit, Search Display 2) Click ‘Select display field’, type Market Cap, select Currency Adj
Where am I?
<Equity>rch Functions: LEAG
Where am I?
LEAG <GO>
Now Try This! Using the LEAG or UNDW Search Functions
Instructions:
▪ See who leads the League Tables for U.S. High-yield Debt
Where am I?
<Equity> QSRC <GO>
Equity Search Functions: MA
• Overview
– Provides coverage on global merger and acquisition activity – Use standardized deal search or create a customized search – View M&A legal and financial league tables as well as comprehensive
▪ Getting Started
Equity Functions Debt Functions Option Functions News Functions Conclusion
▪ Data Export
The Keyboard: Overview
Command Structure
Country, state, exchange, security type, index, industry group and a variety of numerical values such as Gross profit margin
▪ Quickly screen for opportunities based on fundamental and technical data
Where am I?
<Equity> MA <GO> , 7 <GO>
Equity Search Functions: MA 8) M&A Statistics
Where am I?
<Equity> MA <GO> , 1 <GO>
Now Try This! Using the M&A Search Functions
Customized Equity Search Functions: QSRC Interactive Example
1) Press <PAGE FWD> / <PAGE BACK> to scroll through results
2) Click on a company to view description, price graph, corporate action or news pages