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S&P’s Compustat-RI Training Agenda 如何篩選及自製公司財報

S&P’s Compustat-RI Training Agenda 如何篩選及自製公司財報. 公司條件篩選 (*. scn) – By Company：NA (Ticker) & GV (GVKey) By Company + Industry code By Industry code By …+ Data Item (Ex: ROA、Sales、…) By Company Set (Ex: S&P 500、NASDAQ、..) By Country (Global Vantage_GV 全球版)

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S&P’s Compustat-RI Training Agenda 如何篩選及自製公司財報

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  1. S&P’s Compustat-RI Training Agenda如何篩選及自製公司財報 • 公司條件篩選 (*.scn) – • By Company：NA (Ticker) & GV (GVKey) • By Company + Industry code • By Industry code • By …+ Data Item (Ex: ROA、Sales、…) • By Company Set (Ex: S&P 500、NASDAQ、..) • By Country (Global Vantage_GV 全球版) 漢珍數位圖書公司http://www.tbmc.com.twMar. 2004

  2. How do you look for Company Ticker or GVKey ? • Click「Look Up」 Select Company Category Select Companies by Initial or Find Text Ex: Intel Corp. – INTC/Ticker or 6008/GVKey • Click「Research Assistant」 Companies click「Look Up」 …. • NA 北美版 – 「Ticker」$C CS Active 上市 & $R CS Research 未上市 or 停業公司 • GV 全球版 -- 「GVKey」$G GV Industrial Active + $F GV Financial Active 上市公司 & $D+$X…Research 未上市 or 停業公司

  3. How do you look for Industry code? • Click「Help」 Data and Reference Reference GICS codes ( 8-digit code) or SIC codes ( 4-digit code) • Click「Research Assistant」 Choose 「Company Specifics」 Select「GICS codes」or「SIC codes」to search… • GICS Codes – Global Industry Classification Standard • SIC Codes – Standard Industrial Classification Codes

  4. How do you look for Data Item’s definition ? • Click「Look Up」 Select Item Category Select Items by Initial or Find Text • Click「Help」 Data and Reference Data • Click「Research Assistant」 select「Item」 or Right-click on description for definition or click「Customize」to plus your own Item(s)

  5. How do you look for Country of Incorporation Codes ? • Click「Help」 Data and Reference Reference Country of Incorporation Codes • Click「Research Assistant」 Choose 「Company Specifics」 Select「Country of Incorporation Codes」to search…

  6. How do you open「Predefined Report」? • Company Highlights • Open Report – Balance Sheets、Income Statements、…. • Open Template – Excel only

  7. How do you build「Your own Report? • 「Report Assistant」 • Step 1 – Choose「Report Format」 • Current Time Period – Company + Items • Historical Analysis – Company + Items + Time • Step 2 – Choose「Item Groups」 Items • Step 3 – Choose「Periods」 • Save to text file or excel file from「RI or Excel」

  8. Service Site 漢珍數位圖書公司 TBMC • www.tbmc.com.tw • http://www.tbmc.com.tw/COMPUSTAT/index.html • 聯絡人: 江紀祖 分機211 katy@tts.tbmc.com.tw • 秘 書: 簡秀如 分機214 jessica@tts.tbmc.com.tw • Tel: 02-2736-1058 (總機) Standard and Poor’s 標準普爾公司 (史坦普) • www.compustat.com • http://support.compustat.com/support • E-mail:clientsupport@standardandpoors.com

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