Compustat Research Insight ?????????

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Compustat Research Insight?????????

• NA ???-North America
• NA ???-NA Backdata
• GV ???-Global Vantage

www.tbmc.com.tw
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COMPUSTAT

• ?????????????
• ??????????????
• ?????????????
• ???????????

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????-NA ???

• ????NA North American ???
• ????? 20 ?
• ????
• ????(C)? 9,828 ?
• ??/?????(R)? 12,790 ?
• ?????(T)? 3,300 ?
• ADR??(ADR)? 520?
• ????(Indices)1,785 ??,?SP?Dow Jones?Rusell...
• ????
• 1,200 ? Data Items?Ratios?Growth Rates
• ?????132?
• ??????????(CD-Rom)

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????-NA ???
????

• ????NA Backdata ???
• ????
• ????? 1950 ?
• ???????? 1962 ?
• ????400 ??????
• ????63 ?Fundamental Items
• ??????????(CD-Rom)

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????-GV ???

• ????GV Global Vantage ???
• ????? 20 ?
• ????
• ????(GF)? 21,000??
• ??/?????(DX)? 8,200??
• ????????? 3,300 ?
• ????(Indices)98 ???????(Local Market Indices)
• ????
• ?500 ? Data Items,??50?Data Items?
• ??????????(CD-Rom)

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?RI 8.0??????? RI 8.0 North America Data
Additions
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RI 8.0 North America Data Additions

• Compustat Analysts Notes
• GICS Aggregate
• ????????
• Additional Data Items
• New Updated Reports and Templates

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Compustat Analysts Note

• ???? item ????????
• Excel Template
• Income Statement
• Balance Sheet
• Cash Flow
• Ratio Report
• ????
• ???1998 ???
• ???2002 ???

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(No Transcript)
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GICS Aggregate

• ??A
• ?? GICS ??,????????????????????????
• ?? 247 ???,? 8,000 ???????,??????? 99 ??
• ????? 1990 ?
• ?? Balance Sheet, Income Statement, Cash Flow ??

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(No Transcript)
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????????

• ????? (Airlines)????(Healthcare
  Facilities)????(Homebuilding)????(Oil
  Gas)????(Retail)???????????
• ?????????????????????????
• ????
• ???1999 ???
• ???2001 ????

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(No Transcript)
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?? Data Items

• 50 ??????? (Pension)??
• ???? SFAS 123 ??? 45 ????(Options)??
• 100 ????items,e.g.. Dividend Yield Current Month,
  Market Return 1 Year, Miscellaneous Debt,
  Nonrecurring Income Tax ?

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New and Updated Reports and Templates

• 5 ???GICS Aggregate ??(Reports)
• 10 ???????????(Reports)???(Templates)
• ?????????(Reports)???(Templates)
• RI Explorer ??(Templates)

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Enhancements to Global Vantage

• Global Data History Expansion
• ???12 yrs ? 20 yrs
• ???144 months ? 240 months
• ?????????????????? 1,500 ?????????,????A??????????
  
• ?? 20 ??? 11 ? Balance Sheet ?Income Statement
• 50????data items

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Enhancements to Global Vantage

• ??????????
• ???1,100????
• ??????5?
• ?????????????
• ???400????????
• ??????????1984?
• ??????????1995?

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??????
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??????

• SIC CodeStandard Industrial Classification
  Code????????
• GICS Code??????????
• NAICSThe North American Industry Classification
  System ????????

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??

• ????????--Research Assistant
• Step1??????
• Step2??????
• Step3??????
• ??????????--Report
• Company Highlights??????
• Open Report????
• Report Assistant????
• Open Templates??????
• ????
• Look for Industry Code????
• Look for Company by Ticker or GV key????
• Look for Data Item DefinitionsItems ??
• Look for Country of Incorporation Codes ????
• Currency Translation????

??????? GV ??? ??
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(No Transcript)
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????????Research Assistant
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????
????????Research Assistant Step 1
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????
????????Research Assistant Step 1??
? Companies? 201395 (???) ? Find Similar
Companies ? SIC ???? ? Fundamentals ? ROA gt7.0 ?
Market Returns ? 1 Month Returns gt 5.0
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????
????????Research Assistant Step 2
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????
????????Research Assistant Step 3
?????
?????(???????)
?????
?????(???????)
???????
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??????Company Highlights

• ????????????

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?????? Company Highlights
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List 1-Company Highlights
???

• BackgroundCONM?Industry?Entity Type?Country?ISO
  Code?ISO Currency Code-Issue?GVKey?Issue
  Description?CUSIP?Common Shareholders
  (Thou)?Exchange
• Report FormatsIncome Statement Model?Balance
  Sheet Presentation Code?Cash Flow Format Code
• ValuationPrice/Earnings?Price/Book?Price/Sales?Di
  vidend?Dividend Yield
• PricesHigh?Low?Close? Change
• LatestSales?EBIT?Net Income?EPS?EPS-Estimate?Asse
  ts?Debt?Equity?Shares Out?Market Value?Issue
  Market Value
• MiscellaneousROE?ROA?Debt/Equity?NPM?Current
  Ratio?Quick Ratio?X Interest Earned?Employees?Sale
  s/ Employees?Net Inc/ Employees?Assets/ Employees
• Latest UpdatesAnnual (Prelim)?Annual
  (Final)?Monthly?Fiscal Year

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List 2-Company Highlights
???

• BackgroundCONM?ADD1?ADD2?PHONE?Industry?Ticker?Is
  sue Description?CUSIP?Common Shareholders(Thou)
• ValuationPrice/Earnings?Price/Book?Price/Sales?Di
  vidend?Yield?High?Low?Close?Return?Beta
• 12MMSales?EBITDA?Net Income?EPS?EPS-Estimate
• LatestAssets?Debt?Equity?Shares Out?Market Value
• SP RatingsLT Issuer Credit Rating?ST Issuer
  Credit Rating?Common Stock
• Industry Group Membership
• Misc.Employees?ROE?ROA?Debt/Equity
• Core Earnings and Core EPS-AnnualCore
  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
• Latest UpdatesAnnual?Quarterly?Monthly?Daily?Fisc
  al Year

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???? Open Report-- Global Reports

• ????????????

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???? Open Report (1)
??????????????????,???
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???? Open Report (2)
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List 1-Global Reports
???
Company Highlights Interim Reports
Balance Sheets Market Reports
Cash Flow Statements Miscellaneous
Common Size Statements Ratio Reports and Models
Comparative Reports Transfer Pricing
Earnings Estimates(?I/B/E/S??) Trend Reports
Income Statements Valuation Reports
?? 105?????
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List 2-SP Reports
???
Insider Trading
Institutional Holdings
Line of Business
Market Reports
Miscellaneous
Ratio Reports and Models
Restated Reports
Sector and Industry Reports
Short Interest
Transfer Pricing
Trend Reports
Valuation SP Screen
?? 173 ?????
Balance Sheets
Cash Flow Statements
Combined Reports
Common Size Statements
Company Highlights
Comparative Reports
Core Earnings
Credit Analysis
Estimates (?First Call?I/B/E/S???)
Financial services Reports
Float Shares
Geographic Areas Income Statements Industry Specific

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????Report Assistant

• ????????????

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???? Report Assistant Step 1 ??????
????
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???? Report Assistant Step 2 ??????
??? Historical Analysis???
????
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???? Report Assistant Step 3 ??????
????
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List 1-Item Groups
???
Valuation Expense Ann (Financial)
Market EPS Shares
Debt Ratios Bal Sheet Ann
Cash Flow Ratios Cash Ann
Supplement Ratios Taxes
Margins Returns Growth
Financial Services Ratios Company Specifics
Income Ann (Industrial) Credit Worthiness
Income Ann (Financial)
???? 17 ? Item Groups
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List 2-Item Groups
???
Valuation Supplemental Ratios Line Of Business
Growth Margins Geographic Line Of Business
Income Stmt 12MM 12 MM Cash Flow EBIT EBITDA
Bal Sheet Ann Cash Flow Ratios Relative (Industry)
Cash Flow Income - Qtrly Ratings
Income Ann Bal Sheet - Qtrly Relative (GICS Industry)
Credit Worthiness Relative Performance Special Items Breakout
EPS Shares Graham Dodd Core Earnings Annual
Market Dividends Core Earnings Qtrly
Ratios-Quarterly U.S. Economic Core Earnings 12MM
Company Specific Canadian Economic Market Returns
Ratios Market Returns EBIT EBITDA
???? 45 ? Item Groups
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???? Report Assistant

• Step 1???????Report Format?
• Current Time PeriodCompany Items
• Historical AnalysisCompany Items Time
• Step 2??????? Items Groups / Items ?
• Step 3??????? Periods ?(?Historical Analysis)

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???? Report Assistant ??
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?????? Open Templates--Global Excel Templates
(??Excel?)

• ????????????

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List 1-Global Excel Templates
???
Detailed Credit Score Dividend Discount Model (Global)
DuPont Analysis Report (Global)
Exchange Rate Analyser
Global Analyser Global Comparables Model
Global Financial Statements Japanese Industrial Format Quick Overview (Global) SP Compustat Global Population Scoring Model (Global) Set Market Performance(Global) Z-Score Calculator (Global)



?? 13 ???????
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List 2-SP Excel Templates
???
Company Fundamental Analysis Templates Market Charting and Performance Summary
Backtest Building Tools Miscellaneous
Backtest Model Templates Multiple Regression
Comparison Templates Portfolio Analysis Templates
Debt Analysis Templates Power Point Template
Detailed Fundamentals Templates GICS Aggregate Snapshot Company Overview
Global Excel Templates Transfer Pricing Global Vantage Templates
Import Data to Research Insight Industry Specific Transfer Pricing Templates
Insider and Institutional Valuation/Estimates Templates
?? 81 ???????
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?????? Open Templates
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?????? Open Templates Step 1
????????,???
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?????? Open Templates Step 2
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?????? Open Templates ??
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??????Excel?

• ?Example?

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????
???

• ????????????????
• ????????????????????,????????2004-2006??????(RD)?
  ????(ROA)?Items?
• ???Excel???????????????

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Look for Industry CodeLook for Company by
Ticker or GV KeyLook for Data Item
DefinitionsLook for Country of Incorporation
Codes Currency Translation

• ??????

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Look for Industry Code(1)
Help? Data and Reference ??GICS Code SIC Code
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Look for Industry Code (2)GICS Codes
GICS Codes
8-digit code
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Look for Industry Code (3)SIC Codes
4-digit code
SIC Codes
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Look for Industry Code (4)
Research Assistant
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Look for Industry Code (5)

• Click Help ?Data and Reference?
• ?GICS codes? or ?SIC codes?...???
• Reference ??GICS codes? or ?SIC codes?...???
• Click ?Research Assistant ??Choose Company
  Specifics ?Select ?GICS codes ? or ?SIC codes ?
  to search
• Codes
• GICS Codes Global Industry Classification
  Standard
• SIC Codes Standard Industrial Classification
  Codes

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Look for Company by Ticker or GV Key (1)
Look Up
Ticker (GV Key)201395
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Look for Company by Ticker or GV Key (2)
Research Assistant
Ticker (GV Key)9872
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Look for Company by Ticker or GV Key (3)

• Click ?Look Up? ? Select Company Category ?
  Select Companies by ? Initial ? or ? Find Text
  ?
• Click ? Research Assistant ?? Companies ?
  Click ?Look Up? ???
• Ex Intel Corp.
• 6008 (by GV Key)...???
• G GV Industrial Active F GV Financial Active
  ????
• D GV Industrial Research X GV Financial
  Research ??/????
• INTC (by Ticker)...???
• C CS Active ????
• R CS Research ??/????

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Look for Data Item Definitions (1)
Look Up
Item ??Same as ?Help?
Mnemonic
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Look for Data Item Definitions(2)
Help? Data and Reference ? Definitions A-Z
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Look for Data Item Definitions(3)

• Click ?Look Up? ? Select Item Category ?
  Select Items by ? Initial ? or ? Find Text ?
• Click Help ?Data and Reference?
• Definitions A-Z ...???
• Data Item Definitions ...???
• Click ?Research Assistant ??
• Select Item
• Right-click on description for definition
• click ?Customize? to add your own Item(s)

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Look for Country of Incorporation Codes (1)
???
Help? Data and Reference ? Country of
Incorporation Codes
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Look for Country of Incorporation Codes (2)
???
Research Assistant
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Look for Country of Incorporation Codes (3)
???

• Click Help ?Data and Reference? Country of
  Incorporation Codes
• Click ?Research Assistant ??Choose Company
  Specifics ?Select ? Country of Incorporation
  Codes ?to Search...

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Currency Translation(1)
???
Tools? Options ? Currency Translation
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Currency Translation(2)
???

• Click Tools ? Options ? ? Currency
  Translation ?
• Select ? Translated or as-reported ?????
• Translate into current company currency?????????
  ????
• Translate into target currency???? Target
  Currency ??????
• Use as-reported historical currency?????????????

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Support Website

• TBMC Website (http//www.tbmc.com.tw/computerese/c
  omputerterese_04.php )
• ???????????????????
• QA Support?? ???? Compustat ????
• ????? ??Tel[phone]Emailkaren_at_tts.tb
  mc.com.tw
• ????? ?? Tel[phone]E-mailRichard_at_tts.tbmc
  .com.tw
• SP Website (http//support.compustat.com)
• e-Learning Training Center??????,????????session
  password????http//support.compustat.com/support/
  trn/su_lev1_01_trn.html
• QA Support?? SP ?? Compustat ????
• Emailclientsupport_at_standardandpoors.com