BLOOMBERG 101 1 Introduction n What is Bloomberg
BLOOMBERG 101 1
Introduction n What is Bloomberg? n n Current and Historical Price Data Economic Statistics Financial, Political, and Business News Bloomberg Basics n ABCs of how to use 2
Topics n How to get started n Unique keyboard navigation n Where do I get help? n What can I find? 3
How to Get Started n n Bloomberg terminals are available in Lippincott Library and on the 2 nd floor of Huntsman Hall. This is an academic account n n No customization No automatic Excel download No investment reports, etc. Time delay on prices 4
Keyboard Navigation n n Unique to Bloomberg. Key function identified by color. Yellow =Market Sector Green=Action Red=log on/off 5
KEY FUNCTIONS n GREEN Action Keys n n n 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 <GO> E-mail your graph or chart Type: LAST <GO> Your command history 6
KEY FUNCTIONS n YELLOW Market Sector Keys n n n n n 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 Continuously issued and short-term dated paper MTGE Mortgage-backed security pass-throughs MUNI U. S. municipality issued debt 7
Bloomberg Personal File Manager Ø Ø Ø Ø Follow cut & paste instructions for your Excel data and save it Type: pfm <GO> Click Compose Click Attachments Go to C: User Select your file and left click on Attach to MSG Email your file 8
What Can I Find? n Today’s Focus n n n Company (Equities and Bonds) Financial Market Perspectives (Indices, Commodities, Currencies, Government securities, Economic statistics, etc. ) News 9
Ways To Get Help §Bloomberg Help: 8 BU <GO> Example: Type beta in the search box <GO> §Bloomberg Search: SEAR <GO> §Type a word at the blue cursor in the upper left <HELP> §Sector Help: SECTOR KEY <GO> then <HELP> <CMDTY> <GO> then <HELP> Go further within the sector menu and press<HELP> §E-mail the Bloomberg Help Desk: Press <HELP> and type your question For a response MSG <GO> or HDSK <GO> 10
Equities 11
Equities – Today’s Markets Main Equities Menu <EQUITY> <GO> 2) Current Markets/Monitors 1) Most Active Up/Down <MOST> <GO> 10) World Equity Indices <WEI> <GO> 12
Equities – Finding Ticker Symbols <EQUITY> <GO> 1) Finding and Creating Securities 1)Ticker Symbol Look Up Ø Type company name at cursor and press <HELP> Ø SEAR<GO> [Companies, Govts, Orgs] and enter company name Ø For related equities on other exchanges TICKER <EQUITY> REQ<GO> IBM <EQUITY> REQ<GO> 13
Single Equity n n Ticker <EQUITY> <GO> INTC <EQUITY> <GO> 1)Today’s Markets 27) GIT Time Intervals 2)Company Information/Desc. 1) DES 14
Single Equity INTC <EQUITY> n DES <GO> Description [Key info in one place] n HP <GO> Price/yield history n RV <GO> Relative value – other cos. n FA<GO> Financial analysis n GPO <GO> Graph and tables including open, high, low, closing price, and volume n MGMT <GO> Management profile n DVD <GO> Dividends and stock splits [Hist. ] n CH 1 <GO> Company financial history n CACS <GO> Corporate action calendar 15
Single Equity – Insider Trading n n n Insider Filings History INTC <EQUITY> CN WSA<GO> Insider Transactions INTC <EQUITY> GPTR<GO> Insider Trading Brief Synopsis INTC <EQUITY> DES 4 <GO> -------All Stocks – Insider Trading: Insiders Monitor INSD <GO> 16
Single Equity – Options Monitor INTC <EQUITY> OMON <GO> n Call option - Example: INTC OCT 05 20. 00 NQ+JD Left click on the option, and click DES. The info appears on the second screen. n Historical options - Click on the specific option you want and type: HP <GO> 17
Equity Comparative Analysis n n Compare an Equity to an Index Intel compared to 2 major indexes INTC <EQUITY> COMP <GO> Compare an Equity to an Equity FDX <EQUITY> UPS <EQUITY><GO> 18
Equities Bloomberg M&A Analysis MA <GO> n n n Mergers and Acquisitions Search M&A League Table Search Mergers and Acquisitions Statistics Mergers and Acquisitions News Top Stories Corporate Finance 19
Equities Earnings Analysis BBEA <GO> 9) United States 1) All Earnings 2) Positive Surprises 3) Negative Surprises -------Quarterly Company & Industry Analysis n 21) Industry Rankings: Net Income 20
Equities § Screen for companies that meet financial (for example, P/E ratio, market cap), geographic, and industry criteria. SRCM <GO> - Equity Search Enter your criteria and press 1<GO> to save criteria and run search Search Example: P/E ratio between 5 and 10 Country: United States Exchange: New York 21
Bonds 22
Bonds Main Bond Menu <CORP> <GO> 1) Finding and Creating Securities 4) FAS Finding a Security n Specific Issuer IBM <CORP><GO> n Specific Bond {Ticker} {Coupon} {Maturity}<CORP><GO> IBM 7. 00 10/30/25 <CORP> <GO> n 23
Bonds IBM <CORP> n DES <GO> Description of bond n CRPR <GO>Current & historical debt ratings n HP <GO> Historical price and yield n YTC <GO> Yield to call analysis n YAS <GO> Yield spread analysis n TRA <GO> Total return analysis ------n RATD <GO> Rating scales and definitions for Moody’s, S&P, etc. 24
Custom Bond Search § To screen for bonds <CORP> SRCH <GO> Enter your criteria: Coupon, Maturity, Price, Country, Currency, etc. 25
Market Perspectives An Overview of Global Financial and Economic Markets 26
Market Perspectives – Financial Sector n World Bond Markets Historical prices and yields on global benchmark bonds Example: n WB <GO> n Choose UST 30 yr 10) Historical Prices 1) HP and then change date in amber field 27
Market perspectives – Financial Sector n n n Government Bonds Main Menu <GOVT><GO> Generic Government Rates GGR <GO> Federal Open Market Committee Announcements and Policy Changes FOMC <GO> Includes U. S. Treasury yield curves 28
Market Perspectives – Financial Sector World Equity Market Indexes Intra-day changes and historical prices Example: n WEI <GO> Choose S&P 500 n Choose Historical Prices n Choose HP n Change date --------Find the companies in the S&P 500 Index from 1990 -present SPX<INDEX>DES<GO> Choose 5) MEMB n [Click on EDIT and change the date] 29
Market Perspectives n ECO <GO> Economic Releases Click on Change Date (Data back to 1996) n IMF <GO> Up to 50 Years of monthly financial and economic data on over 200 countries 30
Market Perspectives n Find the Unemployment Rate for the US n n n ESNP Use to display the economic statistics of a specific country. ESNP <GO> Choose country (example: United States) Choose Unemployment Rate Find the CPI for the United States n n ECST: Use to display current and historical economic statistics ECST <GO> Choose country (example: United States) Then choose CPI 31
Market Perspectives Currencies <CRNCY> <GO> 2) Current Markets/Monitors 7) Currency Rates or <CRNCY> WCR <GO> 6) World Exchange Rates by Region or <CRNCY> TKC <GO> 1) Major Currencies 9) World Currency Value or <CRNCY> WCV <GO> 32
Market Perspectives Commodity and financial futures, options, forwards and spot rates n <CMDTY> <GO> Example: Find Coffee Prices for the United States 5) Agriculture/Soft Commodities 1) Global Commodity Prices and Data or CMDX <GO> 17) United States 5) Coffee 5) New York Cash Price 33
News 34
News Main News Menu N <GO> Top Stories (Top business, financial, and general news stories from around the world) TOP <GO> General News on specific companies CPNY <GO> Choose 1) All Company News 35
Bloomberg 101 n Please feel free to contact a Lippincott Librarian if you have any questions n n Email: lippinco@wharton. upenn. edu Phone: 215 -898 -5924 36
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