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1、OSIRIS 全球上市公司分析库 (网络版)操作指南Table of Contents 目录1.0OSIRIS INTRODUCTION 数据库简介31.1.System Requirements 系统要求31.2. Getting Started 开始使用42.0SEARCHING OSIRIS 检索方法62.1Searching by Company Name 按公司名称检索72.2.Searching by Identification number 按交易识别码检索92.3.Searching by Geographic Location Criteria 按地区检索92.4.Sear
2、ching by Industry 按行业检索102.5.Searching by Number of Employees Criterion 按雇员人数检索122.6.Searching by Financial Criteria 按财务指标检索132.7.Searching by Ratings 按评级检索142.8.Searching by Ownership 按所有权信息检索152.9.Searching by M&A deals 按并购交易检索162.10.Searching by Stock Data 按股票数据检索162.11.Searching by Earnings Esti
3、mate 按收益预期检索172.12.Searching by Buy/Sell Recommendation 按股票买/卖推荐检索172.13.Searching by Listed/Unlisted 按上市/非上市检索172.14.Searching by Active/Inactive 按活跃/非活跃检索182.15.Searching by Auditors 按审计公司检索182.16.Searching by Board Members and Managers 按董事会成员及管理人员检索182.17.Searching by Year of Incorporation 按公司成立时
4、间检索182.18.Searching by Accounting data 按财务数据检索192.19.Searching by Corporate Actions 按公司重要经营活动检索192.20.Searching by Updated Reports 按更新报告检索202.21.Additional Search Option 附加检索功能203.0.SAVING STRATEGIES AND COMPANY SET 保存检索式和公司组223.1.Saving Search Strategies 保存检索式223.2.Saving a Company Set 保存公司组234.0.D
5、ISPLAYING A LIST OF COMPANIES 显示公司组列表244.1.Creating a New List Format 创建公司组列表的新格式255.0.VIEWING COMPANY REPORTS 打开公司报告265.1.Visualising a Report 显示任一家公司的报告.27 Creating a Report Format 创建新的公司报告格式295.3. Creating a Report Layout 创建新的公司报告版面305.4.Retrieving Report Images 提取公司年报或季报的彩色扫描版326.0.EXPORTING INF
6、ORMATION 数据下载327.0.OTHER USEFUL FEATURES 其它有用的功能337.1.Creating Customised Accounts 创建用户个性化财务报表337.2.Creating User Defined Variables 创建用户自定义财务变量347.3.Peer Report 同业报告347.4.Peer Analysis 同业分析功能357.2.Statistics 统计分析功能368.0.USER SUPPORT 用户支持381.0 OSIRIS Introduction 数据库简介OSIRIS is a comprehensive databa
7、se of financial information, ratings, earnings estimates, stock data and news on global publicly listed companies, banks and insurance firms around the world. With coverage of over 125 countries, OSIRIS contains information on over 39,000 companies. This data is sourced from a variety of Information
8、 Providers, each being an expert in its region or discipline The full list of Information Providers is available in the appendices of the OSIRIS Product User Guide. To view them, when you are logged into OSIRIS, click on the Support, select Product User Guide. Click on the Index tab and type in “inf
9、ormation providers”.所有数据提供商的清单可以在OSIRIS 产品操作指南的附录中查到。要查看此清单，进入OSIRIS 点击“产品操作指南”。在“索引”中键入“数据供应商”即可。.OSIRIS -全球上市公司分析库是一个包含全球范围内上市公司（含上市银行与上市保险公司）的详尽财务数据（资产负债表、损益表、现金流量表）、评级、股票收益预期、股价系列(年、月、周、日价格数据)与上市公司重大新闻等信息的大型专业分析数据库。OSIRIS涵盖全球125个国家内共计41,000多家各行业公司，库中全部数据源于全球各地区与各行业内多家专业数据提供商。OSIRIS allows you to
10、 search by any combination of criteria including: geographic location, ownership, stock data, industry code or activity description, number of employees, statement items, ratios, ratings and M&A deals, etc.OSIRIS 的用户可运用复合检索式灵活开展公司搜索，检索条件包括使用：地区（含国家、城市）、所有权信息、股票数据、行业代码或经营活动、雇员人数、财务指标与比率、评级、并购交易等。The
11、selected companies may be displayed or printed in a variety of customisable formats and exported to other applications such as word-processors, databases or spreadsheets. Company comparisons can be achieved using the Peer Analysis option while the Statistical Analysis option allows you to produce ma
12、rket sector reports.所选公司的报告可按多种格式显示并打印，并可直接下载到用户使用的应用软件中，如文字处理软件、数据库或电子工作表（Excel）；同时，还可使用“Peer Analysis- 同业分析功能”开展同业比较，或运用“Statistical Analysis - 统计分析功能” 开展行业统计分析。 For further information and assistance with OSIRIS, please refer to the information in the Support section of the product, located in th
13、e upper right toolbar or visit for online tutorials and further documentation about OSIRIS.如需了解OSIRIS 的更多内容或帮助，可参照数据库主页中右上角“HELP ”内的帮助文件。或访问 获取在线操作指南和其他有关材料。1.1. System Requirements 系统要求In order to use Internet OSIRIS, you will need the following: 为确保正常使用OSIRIS 网络版，我们建议用户的电脑具有如下系统配置： Windows 98 or h
14、igher with a minimum screen resolution of 800 X 600.WINDOWS 98或以上版本的操作系统，屏幕解晰度至少为 800 X 600； Access to the Internet using either Internet Explorer 4.0 or Netscape Navigator 4.0, or higher. 网络浏览器为IE 4.0或NETSCAPE 4 ，或以上版本； A username and a password provided by Bureau van Dijk.一套由BVD 公司提供的用户名和密码。Gettin
15、g Started 开始使用1. Start your browser and go to . The following login screen will appear. 打开网络浏览器，进入，屏幕会出现如下登录窗（若用户通过IP地址开通数据库，则不会出现如下对话框，并可跳过下列步骤2、3、4直接进入步骤5）。 2. Enter your username and password in the appropriate boxes and click on OK to begin. 输入用户名与密码，点击OK后进入数据库主页。3. Upon entering the product, yo
16、u will be presented with either the Quick Search or the Expert Search (depending on the option selected in your User Profile) screen. OSIRIS 提供“快速检索”和“专业检索” 两个检索界面。4. If you see the screen shown below, you are viewing the Quick Search. This allows you to easily search using any combination of the el
17、even search criteria Company Name, Ticker, Location, Industry, Size, Company Type, Ownership, Status, News, M&A Deals or Top Companies in a single search step.下图为“快速检索”界面。它允许用户单独或组合使用11个检索项进行检索，包括：公司名称、交易代码、地区、行业、公司规模、公司类型、所有权信息、经营状态、新闻、并购交易与公司排位。5. The Expert Search window, shown below, allows more
18、 search options, news, and segmentation tables.以下为“专业检索”界面。它提供更多的检索条件选项、新闻与细分图表等。Tabs and icons across the top of the screen are defined below：屏幕顶端的各功能键与图标的定义如下 ：Enables you to search for Reuter news articles by word, company, time period, industry, topic, region, country or language. 可按关键词、公司名称、时间段
19、、行业、标题、地区、国家或语言检索路透新闻Displays the full reports for all retrieved companies. 显示所提取公司的完整报告Allows you to access the search criteria; displays a summary of criteria used. 可查看库中全部检索项，并显示当前使用的检索项Allows you to search through Datamonitor reports.可检索行业分析报告Enables you to compare the variables of a company to
20、the variables of a given set of companies. 可将一家公司的变量与一个指定公司组的 变量进行比较Enables you to perform various types of analysis on one or more companies such as Aggregation, Distribution, Concentration, Linear Regression and Segmentation. 可针对一家或多家公司开展数据：汇总、分布、集中度、线性回归等分析Allows you to search for Edgar filings b
21、y word, company, time period or type. These filings are the registered filings that the company traded on the US exchange file with the SEC可按关键字、公司名称、时间段及文件类型等查找在美国上市的各家公司向监管机构提交的各类原始文件Compares a subject company to its standard peer group显示目标公司与其标准同业组的对比分析报告 Displays a list of companies identified b
22、y the search criteria以列表方式显示检索出的一组公司Provides online assistance to help you use OSIRIS 提供OSIRIS 在线操作帮助文件Prints the page you are currently viewing.打印当前页面Allows you to email the report, list or graph displayed to a specified e-mail address. 可将公司报告或图表发送到指定邮箱中Customizes your user preferences用户自定义操作习惯的设定S
23、ets email alerts for new company reports, news, deals, and Global Reports scanned images. 设定当公司报告、新闻与交易信息更新时发送提醒邮件Ends the connection 退出链接Deletes the entire search 删除当前全部检索结果Enables you to export the data from OSIRIS to a chosen document数据下载键2.0 Searching OSIRIS 检索方法There are two types of searches a
24、vailable on internet OSIRIS: the Quick Search and the Expert Search. This OSIRIS QuickGuide will focus the Expert Search, which provides detailed search and analysis options.OSIRIS 提供“快速检索”和“专业检索”两种检索界面。本操作指南只针对“专业检索”的各项检索和分析功能进行介绍。You can search OSIRIS using one or multiple criteria from the search
25、 options. Each criterion offers various options for targeting companies. After each search step is completed, the search criteria will be listed in the Search Summary window (see figure below). By default, the different steps are combined using the AND Boolean operator. This means that every item in
26、 the end result list complies with all the criteria simultaneously.OSIRIS 可以就单一检索标准或多个检索标准开展组合检索。每一类检索项针对目标公司的不同指标。用户可逐步完成每项检索操作，并在检索摘要窗口中看到各检索式的列表（见下图）。所有检索式之间的逻辑关系默认为“与”。这意味着检索的最终结果应同时满足所有的检索标准。The following search has selected all companies in the Middle Eastern region with Total Assets of minimu
27、m 100 million USD and a Long Term Fitch rating of A.以下是一个实际检索举例：查出中东地区总资产大于1亿美元、惠誉长期评级为A 级的公司。1. To delete a search step, click on the next to the step you wish to remove.要删除一个检索步骤，点击该步骤最左边的；2. To modify a search step, click the next to the step you wish to change.要修改一个检索步骤，点击该步骤左边的；3. You can also
28、choose to activate/deactivate a search step by ticking/un-ticking the checkbox of the corresponding step.您也可激活或屏蔽一个检索步骤，只需在该检索步骤前的小方框内打勾或取消打勾；4. The first column, Step result, details the number of companies on the entire database that meet the individual search step. For example, step 3 found 383 c
29、ompanies with a Long-Term Fitch rating of A in the OSIRIS database.在页面最右侧的检索结果中：第一栏是“Step result- 分步结果”，它显示数据库中满足该检索分步的公司数。如在上例中，满足第三步检索式-“惠誉长期评级为A”的公司为383家；5. The second column, Search result, details the number of companies that satisfy the criteria of all the search steps specified up to that poi
30、nt. For example, 13 companies satisfy all search steps up to and including step 3.第二栏是“Search result- 最终结果”，它显示满足当前所有检索式的最终结果。上例中满足所有3个检索步骤的公司共计13家；6. The search logic can also be modified using the Boolean options; All ANDs, All ORs, Other Boolean Search. Using All Ors for example means that the co
31、mpanies in the end list will comply with at least one of the criterion. Using the Other Boolean Search, you can combine or exclude search steps by entering the operators AND, OR, AND NOT as well as parenthesis where needed between search steps then clicking OK at the end of the line. For example, th
32、e logic 1 AND NOT (2 AND 3) will retrieve all companies satisfying step 1 and exclude those that also satisfy both steps 2 and 3.检索式之间的逻辑关系可以修改，可选项包括：全部为与、全部为或、其它布尔逻辑式。使用“OR-或”意味着最终检索结果至少满足一个检索式。如使用“Other Boolean Search-其它布尔逻辑式” ，可通过键入“AND/且、OR/或、 AND NOT/且非、括号”的组合，来包含或排除一些检索步骤，然后点击屏幕底部的“OK”即可显示结果。譬
33、如，这样一个逻辑关系式：“1 AND NOT (2 AND 3)”，它表示检索结果须满足条件1，但要排除条件2与条件3的交集。2.1 Searching by Company Name 按公司名称检索This search option allows you to search for a company or companies by entering a letter or a string of characters to select companies containing the exact name entered as well as those beginning with
34、the same string of characters. 此检索方法允许您通过键入公司名称，或名称中的关键词进行检索。1. Click Company name from the list of search criteria and enter a letter, a string of characters or several strings of characters corresponding to a companys name, previous name or the beginning of a name in the available text box. 请在检索项中
35、点击“Company Name-公司名称”，然后在相应的文本框内键入公司名称中的一个字母、一串字符或几串字符。2. Click Search, the index of company names will refresh displaying all the companies matching the text entered. Note that the search is made not only on the words in the corporate name, but also on initials and acronyms.点击Search，名称索引栏中会刷新并显示所有符
36、合键入文字的公司。请注意，这种检索不仅是关键词检索，也包括名称首字母和公司缩写检索。3. When you highlight a company name, you can view its snapshot in the upper right corner. This will help you decide if you have highlighted the company you need.点中一家公司名称，该公司的信息概览会显示在屏幕的右上角。通过浏览它，可帮助鉴别所选公司是否为您所需要的目标公司。4. Highlight the company required and cl
37、ick (to select several companies, hold down the Shift or Ctrl key first). All selected companies will be sent to the selected area. Repeat the above process to find and select as many companies as necessary. Alternatively, if you want to select all the companies corresponding to the text you entered
38、, just click on .选中目标公司，点击 “” 将其带至“已选中公司” 框内；重复上述操作，查找和提取更多的目标公司（如要选择多家公司，可先按住“SHIFT或CTRL”键）；或者也可点击， 此键可一次提取全部符合搜索结果的公司。5. Clicking OK activates the search step and displays the Search Summary screen Please note that when searching by Company name as a first step, from the user profile menu under th
39、e tab Configuration, you have the option to go to the Report, List or Search Summary screen after having completed this search step. From there, you can view and manage the search criteria and display the results. 最后点OK 以显示“检索摘要”，在此窗口中，可查看或修改检索步骤并显示最终结果。2.2. Searching by Identification number 按交易识别码
40、检索This search option allows you to search for a company using different company identification numbers that are commonly used by many sources. The following list is available:用户可按各类交易识别代码检索，代码种类如下 ： Ticker symbol: This is the code used to identify listed companies on the security exchanges where the
41、y are traded.上市公司在证券交易所的交易代码； WVB number: This is the ID number that is attributed to every company provided by WoldVest Base database.由WoldVest Base 数据公司为每一家公司匹配的识别码； ISIN number: The International Securities Identification Number is the standardized alphanumerical code identification for securitie
42、s and other financial instruments.全称为“全球证券分类识别码”，是一个可用于证券交易和其它金融工具交易的标准字母型身份识别码； SEDOL number: The Stock Exchange Daily Official List number is the code used on the London Stock Exchange to identify traded securities.全称是“Stock Exchange Daily Official List”，为伦敦股票交易所的股票交易代码； Valor number: The Swiss Va
43、lor Numbers are used to identify all securities traded on the Swiss market. 全称是“Swiss Valor Number”，是在瑞士证交所使用的上市公司交易代码； CIK number: The Central Index Key is a unique number assigned by the SEC distinguishing all foreign and US companies that are traded in the US.“Central Index Key“是由美国证券交易委员会分配给在美国上
44、市的公司，并用于区别外国公司与美国本土公司的交易代码。 BvD ID number: Every company available on at least one of the Bureau van Dijk products is assigned a BvD ID Number. The same company available on different products is assigned with the same BvD ID Number.在OSIRIS 中，每一家公司都被分配一个”BvD ID Number- BvD身份代码“。 同一家公司在BvD 不同数据库产品中的B
45、vD ID码是相同的。The search methodology is similar to the one explained in section 2.1. of this document, “Searching by company name”. To review the methodology click here.检索方法与上一种检索方法-“按公司名称检索”相类似。2.3. Searching by Geographic Location Criteria 按地区检索This search option allows you to search for companies us
46、ing the place of their incorporation as the search criteria.按公司成立地点检索：1. To search for companies using geographic criteria, click Geographic Location from the list of search criteria. Select the specific item you require from the available search options (World Region/Country or City).在检索项列表中点击“Gerographic Location- 地理位置”，然后选择：世界地区/国家 或 城市：(World Region/Country or City)；2. If you select World Region/Country The following screen will appear:若选择“World Region/Country- 世界地区/国家”，屏幕会显示如下：To remove a selected option, unmark it by clicking the associa
