Compustat Research Insight NA North America NA NA

Compustat Research Insight 企業財務分析資料庫 NA 北美版－North America NA 回溯版－NA Backdata GV 全球版－Global Vantage 来自www. cnshu. cn中国最大的资 料库下载

【新增功能介紹】 RI 8. 0 North America Data Additions 来自www. cnshu. cn中国最大的资 料库下载

RI 8. 0 North America Data Additions v. Compustat Analysts’ Notes v. GICS Aggregate v五大產業分析資料 v. Additional Data Items v. New & Updated Reports and Templates 来自www. cnshu. cn中国最大的资

Compustat Analysts’ Note v 紀錄個別 item 資料標準化的方法 v Excel Template Income Statement Balance Sheet Cash Flow Ratio Report v 收錄年代 年資料： 1998 年迄今 季資料： 2002 年迄今 来自www. cnshu. cn中国最大的资

新增 Data Items v 50 項新的養老年金 (Pension)資料 v財會準則 SFAS 123 所列之 45 項選擇權 (Options)資料 v 100 多項新增items，e. g. . Dividend Yield Current Month, Market Return 1 Year, Miscellaneous Debt, Nonrecurring Income Tax 等 来自www. cnshu. cn中国最大的资

New and Updated Reports and Templates v 5 種新的GICS Aggregate 報表(Reports) v 10 種新的五大產業特定報表(Reports)及圖 表(Templates) v更新版養老年金報表(Reports)及圖表 (Templates) v. RI Explorer 圖表(Templates) 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资 GV 全球版 為主

【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 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

List 2－S&P Reports v. Insider Trading v. Balance Sheets v. Institutional Holdings v. Cash Flow Statements v. Line of Business v. Combined Reports v. Common Size Statements v. Company Highlights v. Miscellaneous v. Restated Reports v. Core Earnings v. Sector and Industry Reports v. Credit Analysis v. Estimates (限First Call或I/B/E/S的訂戶) v. Financial services Reports v. Geographic Areas v. Income Statements v. Industry Specific v. Market Reports v. Ratio Reports and Models v. Comparative Reports v. Float Shares 北美版 v. Short Interest v. Transfer Pricing v. Trend Reports v. Valuation v. S&P Screen 提供 173 種範本財報 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

List 2－Item Groups 北美版 v. Valuation v. Supplemental Ratios v. Line Of Business v. Growth v. Margins v. Geographic Line Of Business v. Income Stmt – 12 MM v 12 MM Cash Flow v. EBIT & EBITDA v. Bal Sheet – Ann v. Cash Flow Ratios v. Relative (Industry) v. Cash Flow v. Income - Qtrly v. Ratings v. Income – Ann v. Bal Sheet - Qtrly v. Relative (GICS Industry) v. Credit Worthiness v. Relative Performance v. Special Items Breakout v. EPS & Shares v. Graham & Dodd v. Core Earnings Annual v. Market v. Dividends v. Core Earnings Qtrly v. Ratios-Quarterly v. U. S. Economic v. Core Earnings 12 MM v. Company Specific v. Canadian Economic v. Market && Returns v. Ratios v. Market & Returns v. EBIT && EBITDA 系統預設 45 種 Item Groups 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

List 2－S&P Excel Templates 北美版 v. Company Fundamental Analysis Templates v. Market Charting and Performance Summary v. Backtest Building Tools v. Miscellaneous v. Backtest Model Templates v. Multiple Regression v. Comparison Templates v. Portfolio Analysis Templates v. Debt Analysis Templates v. Power Point Template v. Detailed Fundamentals Templates v. GICS Aggregate v. Snapshot Company Overview v. Global Excel Templates v. Transfer Pricing Global Vantage Templates v. Import Data to Research Insight v. Industry Specific v. Transfer Pricing Templates v. Insider and Institutional v. Valuation/Estimates Templates 提供 81 種範本報表+圖表 来自www. cnshu. cn中国最大的资

範本報表+圖表 Open Templates Step 2：點選Run Assistant Step 1：選擇Open Template 来自www. cnshu. cn中国最大的资

【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 来自www. cnshu. cn中国最大的资 料库下载

Look for Industry Code(1) Help ↓ Data and Reference ↙↘ GICS Code SIC Code 8 -digit code 4 -digit code 来自www. cnshu. cn中国最大的资

Look for Industry Code (2)：GICS Codes 8 -digit code 来自www. cnshu. cn中国最大的资

Look for Industry Code (3)：SIC Codes 4 -digit code SIC Codes 来自www. cnshu. cn中国最大的资

Look for Industry Code (4) Research Assistant 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

Look for Company by Ticker or GV Key (1) Look Up Ticker (GV Key)： 201395 来自www. cnshu. cn中国最大的资

Look for Company by Ticker or GV Key (2) Research Assistant Ticker (GV Key)： 9872 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

Look for Data Item Definitions (1) Look Up Item 說明Same as 「Help」 Mnemonic 来自www. cnshu. cn中国最大的资

Look for Data Item Definitions(2) Help ↓ Data and Reference ↓ Definitions A-Z Return on Assets 来自www. cnshu. cn中国最大的资

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) 来自www. cnshu. cn中国最大的资

Look for Country of Incorporation Codes (1) 全球版 Help ↓ Data and Reference ↓ Country of Incorporation Codes 来自www. cnshu. cn中国最大的资

Look for Country of Incorporation Codes (2) 全球版 Research Assistant 来自www. cnshu. cn中国最大的资

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. . . 来自www. cnshu. cn中国最大的资

Currency Translation(1) 全球版 選擇幣值轉換 選擇幣別 若無法轉成『Target Currency』， 則需先轉成『 Primary Currency 』 再執行『Target Currency 』 Tools ↓ Options ↓ Currency Translation 来自www. cnshu. cn中国最大的资

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 来自www. cnshu. cn中国最大的资

Support Website v. TBMC Website (http: //www. tbmc. com. tw/tbmc 2/COMPUSTATQ&A. html) 常見問題、產品簡介、新知通告、相關連結 Q&A Support：洽詢 漢珍公司 Compustat 相關問題 § 北部：徐佳容 小姐 Tel： 02 -27361058 # 264；Email：karen@tts. tbmc. com. tw § 南部：朱志雄 主任 Tel： 06 -3311525；E-mail：Richard@tts. tbmc. com. tw v. S&P Website (http: //support. compustat. com) e-Learning Training Center：訂戶上線登錄，於兩個 作 天取得session password即可參加 http: //support. compustat. com/support/trn/su_lev 1_01_trn. html Q&A Support：洽詢 S&P 公司 Compustat 相關問題 § Email：clientsupport@standardandpoors. com 来自www. cnshu. cn中国最大的资