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Our Passion, Our Commitment, Your Advantage
FNCE201Introduction to Capital IQ
Jiaxin Low,Research Librarian, Finance
Our Passion, Our Commitment, Your Advantage
Learning Outcomes
• By the end of this session, you should be able to:– Find and extract company information– Find and extract industry information– Compare different companies in the same industry
Our Passion, Our Commitment, Your Advantage
What is Capital IQ?
• Financial database used by financial institutions, advisory firms and corporations
• Provides:– Private and public company information– Executive profiles– Industry analysis– Economic data– Basic commodities information– Estimates– Market intelligence
Our Passion, Our Commitment, Your Advantage
Slides
• http://www.slideshare.net/lowjiaxin/introduction-to-capital-iq
Our Passion, Our Commitment, Your Advantage
What can I find on companies?
• Profile – “tearsheet”• Competitors• Financial information• Peer analysis• Filings and annual reports• …
Our Passion, Our Commitment, Your Advantage
Quick Report
• Search for Mastercard• Go to Company Summary > Tearsheet• Generate a Quick Report
Our Passion, Our Commitment, Your Advantage
Quick Report
Our Passion, Our Commitment, Your Advantage
Charting financial information
• Go to Financials/Valuation > view Ratios
• Question:How do I chart Return on Equity and Return on Assets from 2012 to 2015?
Our Passion, Our Commitment, Your Advantage
Quick Comps
• Go to Peer Analysis > Quick Comps
Our Passion, Our Commitment, Your Advantage
Quick Comps
• Save this set to add more companies
Our Passion, Our Commitment, Your Advantage
Add companies
Our Passion, Our Commitment, Your Advantage
Company Screening
Our Passion, Our Commitment, Your Advantage
Company Screening
3 main steps:1) Set criteria for search2) Retrieve results list of companies3) Select Display Columns to get more
information on those companies
Our Passion, Our Commitment, Your Advantage
Set Criteria
Our Passion, Our Commitment, Your Advantage
Set Criteria
• Example: SGX-listed
• Click “Add Criteria”
Our Passion, Our Commitment, Your Advantage
View Results
• View results (screening criteria included)
Our Passion, Our Commitment, Your Advantage
Customise Display
• To display more information, click Customize Display Columns > Browse All Display Columns
Our Passion, Our Commitment, Your Advantage
Choose Display Columns
• Select display columns to add to results
Our Passion, Our Commitment, Your Advantage
Choose Display Columns
• Configure display column and click “Add Columns” button > “View Results”
Our Passion, Our Commitment, Your Advantage
View Results
Our Passion, Our Commitment, Your Advantage
Export results
• Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)
Our Passion, Our Commitment, Your Advantage
Export results
• “Save to List” to add to saved Comp Set
Our Passion, Our Commitment, Your Advantage
Industry profile
• 1) Search for industry and/or geography
Our Passion, Our Commitment, Your Advantage
Industry profile
• 2) Use current company’s industry
Our Passion, Our Commitment, Your Advantage
Key Stats & Ratios
• Go to the Industry’s Key Stats & Ratios
Our Passion, Our Commitment, Your Advantage
Charting
• Select the Entity and Metric and Add to Chart
Our Passion, Our Commitment, Your Advantage
Charting
• Use “Quick Metrics” to add items quickly
Our Passion, Our Commitment, Your Advantage
Charting
• Right click to annotate chart
Our Passion, Our Commitment, Your Advantage
Charting
• Right click to annotate chart
Our Passion, Our Commitment, Your Advantage
Charting
• Export data or chart
Our Passion, Our Commitment, Your Advantage
Databases A-Z
Our Passion, Our Commitment, Your Advantage
Marketline Advantage
• Industry reports with Five Forces Analysis• Company reports with SWOT Analysis
Our Passion, Our Commitment, Your Advantage
Industry research
• Singapore - Restaurants
Our Passion, Our Commitment, Your Advantage
Company research
Our Passion, Our Commitment, Your Advantage
EMIS
• Emerging Market Information Service
Our Passion, Our Commitment, Your Advantage
Company Analysis
Our Passion, Our Commitment, Your Advantage
Industry Analysis
Our Passion, Our Commitment, Your Advantage
OneSource
• Database with company and industry data• Coverage: global, with 5 years of historical
financial information• Concurrent users: 10
Our Passion, Our Commitment, Your Advantage
Factiva
• Mainly known for news• But has sections for company and industry
research• Coverage: worldwide
Our Passion, Our Commitment, Your Advantage
Industry info:• News• Top participants by sales• Industry averages and ratios• Trade associations websites• Peer comparison• Analysis (Top 10 by…, industry reports)
Our Passion, Our Commitment, Your Advantage
Company info:• News• Key Developments• Peer Comparison• Financial Results (5 years)• Ownership (Shares held)• Reports (Financial, Ratio Comparison)
Our Passion, Our Commitment, Your Advantage
JP Morgan Equities Reports
• Read existing analysis of companies and equities for reference
• Has some industry analysis• Useful for valuation of companies
Our Passion, Our Commitment, Your Advantage
Company websites
• Listed companies “Investor Relations”
Our Passion, Our Commitment, Your Advantage
Exchange websites
Our Passion, Our Commitment, Your Advantage
Exchange websites
Our Passion, Our Commitment, Your Advantage
News sites
• Bloomberg.com “Markets Dashboard”• Financial Times (use SMU premium
subscription) “Markets Data”• Follow Twitter accounts
Our Passion, Our Commitment, Your Advantage
Finance Research Guide
• http://researchguides.smu.edu.sg/finance
Our Passion, Our Commitment, Your Advantage
Need more help?
• All research guides: http://researchguides.smu.edu.sg/
• Email: [email protected]• Schedule a consultation (
http://jiaxin.youcanbook.me)
