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1、Introductory Bloomberg Training,Created by:Jory J.McCuskeyEdited by:Billy Prather,Tutorial Outline,Keyboard and NavigationGetting StartedEquity FunctionsDebt FunctionsOption FunctionsNews FunctionsConclusionData Export,The Keyboard:Overview,Command StructureIdentifier(Ticker Symbol)Market Sector(Yel
2、low keys)ex.F8 or EquityFunction(Bloomberg listed code)ex.FA for Financial AnalysisExample:DELL equity FA,Navigation:MENUReturns you to previous pagePAGE BACK/PAGE UPScrolls through multipage documentsHELPKeyword search,The Keyboard:Continued,Rules of thumb:Green=GoRed=StopYellow=InformationAll yell
3、ow boxes are adjustable inputs,The Keyboard:Continued,Log Into Bloomberg Terminal,Step 1:Press CONN DFLT button on top right side of keyboard,Step 2:Log in using credentials printed on keyboard or monitor,Step 1:Press the EQUITY F8 key then press GO(enter),The Equities Page,Note:This page is your ma
4、in resource for all equity related functions,Functions Covered:TK,QSRC,MA,Search Functions:Equities,Equity Search Functions:TK,Where am I?TK,Overview:Quickly search for equities by partial issuer name,Equity Search Functions:TK,Ticker,Country Code,Company Name,Equity Search Functions:TK,Now Try This
5、!Using the TK Equity Search Function,Instructions:Think of a U.S.company whos ticker you dont know and use the TK function to find its Equity page,QSRC:Equity Search,Select the search you wish to RUN or EDIT,Choose from the available options,QSRC:Equity SearchEditing Search Criteria,Customized Equit
6、y Search Functions:QSRC,OverviewGenerates a list of equity securities based on a set of criteria you select such as:Country,state,exchange,security type,index,industry group and a variety of numerical values such as Gross profit marginQuickly screen for opportunities based on fundamental and technic
7、al dataTo access type:QSRC,Where am I?QSRC,Customized Equity Search Functions:QSRCInteractive Example,Where am I?QSRC,Overview:Create a search that finds all U.S.Investment banks larger than$500Mln,Customized Equity Search Functions:QSRCInteractive Example,Where am I?QSRC,Give the search a name(ex:B
8、IGGEST INV-BANKS)(press to save)Select a search field,Customized Equity Search Functions:QSRCFeatures,Where am I?QSRC,Type“Market Cap”in the Search All Fields box and press Select option 21)Currency Adj MktCap Last CloseSet the minimum for Currency Adj MktCap to$500MlnSelect option 19)Industry Group
9、s,Customized Equity Search Functions:QSRCFeatures,Where am I?QSRC,Select 8)FinancialSelect 25)Diversified Finan ServSelect 28)Investment Bnkr/BrkrPress twice(note:1 Industry Group has been selected),Customized Equity Search Functions:QSRCInteractive Example,Where am I?QSRC,Click Edit,Search DisplayC
10、lick Select display field,type Market Cap,select Currency Adj MktCapType 4 in the orange box next to Currency Adj MktCapSet 1st Sort Column to 4,and 2 for Descending Order,then 1 to view results,Customized Equity Search Functions:QSRCInteractive Example,Where am I?QSRC,Press/to scroll through result
11、sClick on a company to view description,price graph,corporate action or news pages,Equity Search Functions:MA,Where am I?MA,OverviewProvides coverage on global merger and acquisition activityUse standardized deal search or create a customized searchView M&A legal and financial league tables as well
12、as comprehensive global M&A statisticsTo access type:MA,Equity Search Functions:MA 1)M&A Search,Where am I?MA,1,OverviewQuick Company Search allows you to search by company name or tickerStandard Categories allow you to view results from predefined searchesCustom Search provides customizable search
13、categories so you can define specific criteria for displaying transactions,Equity Search Functions:MAInteractive Example:M&A Custom Search,Where am I?MA,1,Equity Search Functions:MA7)M&A League Tables,Where am I?MA,7,Equity Search Functions:MA8)M&A Statistics,Where am I?MA,1,Now Try This!Using the M
14、&A Search Functions,Instructions:Create an M&A Custom search for all U.S.M&A deals:In 2003In the Real Estate IndustryBy Goldman SachsUsing the M&A League Tables function,compare market share for Real Estate related transactions North America among both financial and legal advisorsUsing the M&A Stati
15、stics function,find the average premium paid for Real Estate related M&A transactions in March 04.How does this premium compare with the average premium paid across the world?,Search Functions:UNDWCustom Underwriter Rankings:ex:IPOs,Where am I?UNDW,Search Functions:LEAG,Where am I?LEAG,Now Try This!
16、Using the LEAG or UNDW Search Functions,Instructions:See who leads the League Tables for U.S.High-yield DebtCreate a custom search for all IPOs in the USWho leads the league tables for Canadian Government Debt?,Equity Markets Functions,Functions to be covered:WEI:World Equity Markets viewLVI:Largest
17、 Volume IncreasesWPE:World PEWEIS:World Equity Ranked ReturnsNN:Equity News Search CategoryEMI:Equity Market IndicatorsIMOV:Index MoversMOST:Most ActiveEMTK:Equity Market TickerCSDR:Sovereign Debt Ratings,Where am I?QSRC,Equity Markets FunctionsWEI:World Equity Markets View,Where am I?WEI,Equity Mar
18、kets FunctionsLVI:Largest Volume Increases,Where am I?LVI,Equity Markets FunctionsLVI:Largest Volume Increases,Where am I?LVI,Equity Markets FunctionsWPE:World PE,Where am I?WPE,Equity Markets Functions WEIS:World Equity Ranked Returns,Where am I?WEIS,Equity Markets Functions WEIS:World Equity Ranke
19、d Returns,Where am I?WEIS,Equity Markets Functions WEIS:World Equity Ranked Returns,Where am I?WEIS,Equity Markets Functions WEIS:World Equity Ranked Returns,Where am I?WEIS,Equity Markets Functions NN:Equity News Search Category,Where am I?NN,Equity Markets Functions NN:Equity News Search Category,
20、Where am I?NN 36,Equity Markets Functions EMI:Equity Market Indicators,Where am I?EMI,Equity Markets Functions EMI:Equity Market Indicators,Where am I?EMI 31,Equity Markets Functions EMI:Equity Market Indicators,Where am I?EMI 31,Equity Markets Functions EMI:Equity Market Indicators,Where am I?EMI 3
21、1,Equity Markets FunctionsIMOV,Where am I?QSRC,Equity Markets FunctionsMOST,Where am I?QSRC,Equity Markets Functions EMTK:Equity Market Ticker,Where am I?EMTK,Equity Markets Functions EMTK:Equity Market Ticker,Where am I?EMTK 11,Equity Markets Functions EMTK:Equity Market Ticker,Where am I?EMTK 11 1
22、1,CSDR:Sovereign Debt Ratings,Where am I?CSDR,CSDR:Sovereign Debt Ratings,Where am I?CSDR 1,Multiple Security Analytics Functions,Useful functions to explore:HMS:4-in-1 Price GraphMRA:Multiple Regression AnalysisCORR:Correlation Matrix,Price Graphing Functions,Useful functions to explore:HP:Historic
23、al Price TableGIP:Intraday Price GraphGPO:Price&Volume Graph w/Moving Avg.,Financial Analysis Functions,Functions covered:FA:Financial AnalysisDVD:Dividend Summary(not shown)CF:Company Filings(not shown),Financial Analysis Functions,Where am I?9,Financial Analysis Functions,Where am I?FA,Financial A
24、nalysis Functions,Where am I?FA 9,Valuation,Risk&Return Functions,Functions covered:RV:Relative ValueDDM:Dividend Discount ModelWACC:Weighted Average Cost of CapitalBETA:Beta CalculationsCOMP:Comparative Return AnalysisEQRP:Equity Risk Premium(CAPM)CRP:Country Risk Premium,Valuation,Risk&Return Func
25、tionsRV:Relative Value,Where am I?RV,Valuation,Risk&Return FunctionsDDM:Dividend Discount Model,Where am I?DDM,Valuation,Risk&Return FunctionsWACC:Weighted Average Cost of Capital,Where am I?WACC,Valuation,Risk&Return FunctionsBETA:Beta Calculation,Where am I?BETA,You can change several inputsDate R
26、angeFrequencyMake sure you have enough data pointsOtherwise your Beta will be inaccurateMost professors use Adjusted Beta,Valuation,Risk&Return FunctionsBETA:Notes,Valuation,Risk&Return FunctionsCOMP:Comparative Returns,Where am I?COMP,Valuation,Risk&Return FunctionsEQRP:Equity Risk Premium(CAPM),In
27、putsExpected Market ReturnRisk Free RateRate on current 10-yr Treasury BondsApplied BetaCountry Premium(CRP)Market PremiumMarket return Risk free rate,Valuation,Risk&Return FunctionsEQRP:Equity Risk Premium(CAPM)Notes,Valuation,Risk&Return FunctionsCRP:Country Risk Premium(Market Premium),Earnings F
28、unctions Functions,Functions covered:EE:Earnings EstimatesEEG:Earnings Estimate GraphERN:Earnings Summary(not shown),Earnings Functions FunctionsEE:Earnings Estimates,Where am I?EE,InputsType of EstimateRevenue etc.CurrencyTime PeriodUsually the larger the company the more types of estimates our ava
29、ilable,Earnings Functions FunctionsEE:Earnings Estimates Notes,Earnings Functions FunctionsEEG:Earnings Estimate Graph,Where am I?EEG,Other Functions,Functions covered:AIRS:Airline StatisticsHDS:Holdings SearchCACS:Corporate Action CalenderCACT:Corporate Action GlobalACDR:Earnings Announcement Calen
30、derRELS:Related Securities,Other FunctionsAIRS:Airline Statistics,Displays air travel statistics by the U.S.Department of Transportation InformationStatistics include:On Time Arrivals,Mishandled Baggage Consumer Complaints,and Passenger TrafficValue is the number per 100,000 passengersSort or view a
31、 graph of each statistic over time,Where am I?AIRS,Other FunctionsAIRS:Airline Statistics,Where am I?AIRS,Other FunctionsHDS:Holdings Search,Where am I?CMCSK HDS,Other FunctionsCACS:Corporate Action Calendar,OverviewDisplays a list of corporate actions taken by a company over a date rangeCustomize t
32、he date type(effective,announcement),action type(acquisition,dividend,shareholder meeting)and date range,Where am I?CACS,Other FunctionsCACT:Corporate Action Global,Other FunctionsCACT:Corporate Action Global,InputsDate RangeCorporate Action Type4 pages of action typesCompany NameCountry,Other Funct
33、ionsCACT:Corporate Action Global,Other FunctionsACDR:Earnings Announcement Calendar,OverviewACDR displays earnings estimates and announcement dates for companies in a specified country or regionUse to compare actual with estimated earnings,Where am I?ACDR,Other FunctionsRELS:Related Securities,Overv
34、iewRELS allows you to quickly find all equity and debt securities issued by a company as well as brands,subsidiaries,people,news,major physical assets such as power plants or pipelines,Where am I?RELS,Debt FunctionsGovernment Securities(F2),Debt FunctionsGovernment Securities:Lookup(TK),Debt Functio
35、nsLookup:TK(continued),Debt FunctionsLookup:TK(continued),Debt FunctionsLookup:TK(continued),Debt FunctionsYield Curve Spread:FMCS,Debt FunctionsYield Curve Spread:FMCS(continued),Debt FunctionsYield Curve Spread:FMCS(continued),Debt FunctionsYield Curve Spread:FMCS(continued),Debt FunctionsCorporat
36、e Bonds(F3),Debt FunctionsCorporate Bonds:Lookup TK,Debt FunctionsCorporate Bonds:Lookup TK(continued),Debt FunctionsCorporate Bonds:Lookup TK(continued),Debt FunctionsCorporate Bonds:Lookup TK(continued),Option FunctionsIntroduction,Option Functions are under Equity(F8)Market SectorOMON:Option Moni
37、torCALL:List of CallsPUT:List of PutsOther functions(not shown)GP:Price GraphHP:Historical PriceDES:Description,Option FunctionsOMON:Option Monitor,Click and hold to see menu for a specific option,Option FunctionsCALL:List of Calls,Option FunctionsPUTS:List of Puts,News Functions,Functions covered:N
38、 Main News Menu,News Functions,Where am I?N,News Functions:TNI,Where am I?TNI,News Functions:TNI,Where am I?TNI,Economic Functions,Functions(Not Shown):ECST:Economic StatisticsIBQ:Industry OverviewCBQ:Country Overview,The Help Function,As a search function,For instructions and Definitions,Data Export,Print Screen(Action Menu)Send Screen(Action Menu)Screen capture sent to your emailExcel DownloadYou can cut and paste non-menu pagesThe data will need to be reformatteduse Ctrl-C(Cut)and Ctrl-V(paste)There is no direct Excel Download,Questions?,
