Compustat Research Insight GV Global Vantage www tbmc

Compustat Research Insight 企業財務分析資料庫 GV 全球版－Global Vantage www. tbmc. com. tw

【RI 8. 0特殊資料介紹】 RI 8. 0 North America Data Additions

Enhancements to Global Vantage v. Global Data History Expansion 年資料： 12 yrs → 20 yrs 月資料： 144 months → 240 months v新增英國、澳洲、紐西蘭、南非及愛爾蘭 1, 500 多家上市公司年資料，以及大陸A股 全部上市公司資料。 v新增 20 種回溯 11 年 Balance Sheet 及 Income Statement v 50種新增之data items

目次 v 【篩選公司群組】--Research Assistant Step 1：篩選公司群組 Step 2：公司群組明細 Step 3：財報呈現方式 v 【選擇財報呈現方式】--Report Company Highlights：公司基本財報 Open Report：範本財報 Report Assistant：自訂財報 Open Templates：範本報表+圖表 v 輔助說明 Look for Industry Code：產業代碼 Look for Company by Ticker or GV key：公司代碼 Look for Data Item Definitions：Items 定義 Look for Country of Incorporation Codes ：國家代碼 Currency Translation：幣值轉換 ** 下述畫面介紹以 GV 全球版 為主

【篩選公司群組】 Research Assistant

【篩選公司群組】Research Assistant – Step 1：範例 第一畫面 Companies 201395 (台積電) Find Similar Companies SIC 相關產 業 Fundamentals ROA >7. 0 Market Returns 1 Month Returns > 5. 0

List 1－Company Highlights 全球版 v Background：CONM、Industry、Entity Type、Country、ISO Code、ISO Currency Code-Issue、GVKey、Issue Description、CUSIP、Common Shareholders (Thou)、Exchange v Report Formats：Income Statement Model、Balance Sheet Presentation Code、Cash Flow Format Code v Valuation：Price/Earnings、Price/Book、Price/Sales、Dividend Yield v Prices：High、Low、Close、% Change v Latest：Sales、EBIT、Net Income、EPS-Estimate、Assets、Debt、 Equity、Shares Out、Market Value、Issue Market Value v Miscellaneous：ROE、ROA、Debt/Equity、NPM、Current Ratio、Quick Ratio、X Interest Earned、Employees、Sales/ Employees、Net Inc/ Employees、Assets/ Employees v Latest Updates：Annual (Prelim)、Annual (Final)、Monthly、Fiscal Year

List 2－Company Highlights 北美版 v Background：CONM、ADD 1、ADD 2、PHONE、Industry、Ticker、Issue Description、CUSIP、Common Shareholders(Thou) v Valuation：Price/Earnings、Price/Book、Price/Sales、Dividend、Yield、 High、Low、Close、Return、Beta v 12 MM：Sales、EBITDA、Net Income、EPS-Estimate v Latest：Assets、Debt、Equity、Shares Out、Market Value v S&P Ratings：LT Issuer Credit Rating、ST Issuer Credit Rating、Common Stock v Industry Group Membership v Misc. ：Employees、ROE、ROA、Debt/Equity v Core Earnings and Core EPS-Annual：Core Earnings、Core EPS-Basic、 Price to Core EPS-Basic、Core Earn Profit Mgn、Reported Earnings、Core EPS-Diluted、Price to Core EPS-Diluted、Core ROE、% Diff From Rpt Earnings、Reported EPS-Basic、Price to Rpt Earnings、Reported ROE v Latest Updates：Annual、Quarterly、Monthly、Daily、Fiscal Year

List 1－Global Reports 全球版 v. Company Highlights v. Interim Reports v. Balance Sheets v. Market Reports v. Cash Flow Statements v. Miscellaneous v. Common Size Statements v. Ratio Reports and Models v. Comparative Reports v. Transfer Pricing v. Earnings Estimates(限I/B/E/S訂戶) v. Trend Reports v. Income Statements v. Valuation Reports 提供 105種範本財報

自訂財報 Report Assistant – Step 3 設定報表年份 1. 多家公司 2. 三項數據(Items) 3. 年代(2004) l Relative －Ex： -1 Y至 0 Y (當年+回溯一年) l Absolute －Ex：Y 96至Y 97 (會計年度/Jul 96至Jun 97) l Calendar－Ex：C 96至C 97 (Jan 1996 -Dec 1997) 第三畫面

List 1－Item Groups 全球版 v. Valuation v. Expense – Ann (Financial) v. Market v. EPS & Shares v. Debt Ratios v. Bal Sheet – Ann v. Cash Flow Ratios v. Cash – Ann v. Supplement Ratios v. Taxes v. Margins & Returns v. Growth v. Financial Services – Ratios v. Company Specifics v. Income – Ann (Industrial) v. Credit Worthiness v. Income – Ann (Financial) 系統預設 17 種 Item Groups

自訂財報 Report Assistant v Step 1：設定報表格式 〝Report Format〞 1 Current Time Period：Company + Items Historical Analysis：Company + Items + Time v Step 2：設定報表選項 〝 Items Groups / Items 〞 2 v Step 3：設定報表年份 〝 Periods 〞(限Historical Analysis) 3

【選擇財報呈現方式】之四 範本報表+圖表 Open Templates --Global Excel Templates (僅在Excel中)

List 1－Global Excel Templates 全球版 v. Detailed Credit Score v. Dividend Discount Model (Global) v. Du. Pont Analysis Report (Global) v. Exchange Rate Analyser v. Global Comparables Model v. Global Financial Statements v. Japanese Industrial Format v. Quick Overview (Global) v. S&P Compustat Global Population v. Scoring Model (Global) v. Set Market Performance(Global) v. Z-Score Calculator (Global) 提供 13 種範本報表+圖表

範本報表+圖表 Open Templates Step 2：點選Run Assistant Step 1：選擇Open Template

【輔助說明】 *Look for Industry Code *Look for Company by Ticker or GV Key *Look for Data Item Definitions *Look for Country of Incorporation Codes *Currency Translation

Look for Industry Code(1) Help ↓ Data and Reference ↙↘ GICS Code SIC Code 8 -digit code 4 -digit code

Look for Industry Code (2)：GICS Codes 8 -digit code

Look for Industry Code (3)：SIC Codes 4 -digit code SIC Codes

Look for Industry Code (4) Research Assistant

Look for Industry Code (5) v Click 《Help》 →《Data and Reference》→ 〝GICS codes〞 or 〝SIC codes〞. . . 全球版 《Reference》 →〝GICS codes〞 or 〝SIC codes〞. . . 北美版 v Click 【Research Assistant 】→Choose 《Company Specifics》 →Select 〝GICS codes 〞 or 〝SIC codes 〞 to search… v Codes GICS Codes – Global Industry Classification Standard SIC Codes – Standard Industrial Classification Codes

Look for Company by Ticker or GV Key (1) Look Up Ticker (GV Key)： 201395

Look for Company by Ticker or GV Key (2) Research Assistant Ticker (GV Key)： 9872

Look for Company by Ticker or GV Key (3) v Click 【Look Up】 Up → 《 Select Company Category》 → 《 Select Companies 》 by 〝 Initial 〞 or 〝 Find Text 〞 v Click 【 Research Assistant 】→ 《Companies》 → Click 【Look Up】 →同上 v Ex: Intel Corp. 6008 (by GV Key). . . 全球版 § $G GV Industrial Active +$F GV Financial Active 上市公司 § $D GV Industrial Research +$X GV Financial Research 下市∕ 停業公司 INTC (by Ticker). . . 北美版 § $C CS Active 上市公司 § $R CS Research 下市∕停業公司

Look for Data Item Definitions (1) Look Up Item 說明Same as 「Help」 Mnemonic

Look for Data Item Definitions(2) Help ↓ Data and Reference ↓ Definitions A-Z Return on Assets

Look for Data Item Definitions(3) v Click 【Look Up】 Up → 《 Select Item Category》 → 《 Select Items 》 by 〝 Initial 〞 or 〝 Find Text 〞 v Click 《Help》 →《Data and Reference》→ 《 Definitions A-Z》. . . 全球版 《 Data Item Definitions 》. . . 北美版 v Click 【Research Assistant 】→ Select Item Right-click on description for definition click 【Customize】 Customize to add your own Item(s)

Look for Country of Incorporation Codes (1) 全球版 Help ↓ Data and Reference ↓ Country of Incorporation Codes

Look for Country of Incorporation Codes (2) 全球版 Research Assistant

Look for Country of Incorporation Codes (3) 全球版 v Click 《Help》 →《Data and Reference》→ 《 Country of Incorporation Codes》 v Click 【Research Assistant 】→Choose 《Company Specifics》 →Select 〝 Country of Incorporation Codes 〞to Search. . .

Currency Translation(1) 全球版 選擇幣值轉換 選擇幣別 Tools ↓ Options ↓ Currency Translation 若無法轉成『Target Currency』， 則需先轉成『 Primary Currency 』 再執行『Target Currency 』

Currency Translation(2) 全球版 v Click 《Tools》 → 《Options 》 → 【 Currency Translation 】 v Select 〝 Translated or as-reported 〞：幣值轉換 Translate into current company currency： 轉換成該公司所在國家之貨幣 Translate into target currency： 轉換成與 Target Currency 所設定之貨幣 Use as-reported historical currency： 轉換成該公司原始財報之貨幣

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