QuickGuide to OSIRIS

Transcription

OSIRIS
Internet QuickGuide
Copyright © 2004 Bureau van Dijk Electronic Publishing (www.bvdep.com)
Last updated April 2004
TABLE OF CONTENTS
1.0
OSIRIS INTRODUCTION .........................................................................................................3
1.1.
1.2.
2.0
SYSTEM REQUIREMENTS .........................................................................................................3
GETTING STARTED ...................................................................................................................3
SEARCHING OSIRIS................................................................................................................6
2.1
2.2.
2.3.
2.4.
2.5.
2.6.
2.7.
2.8.
2.9.
2.10.
2.11.
2.12.
2.13.
2.14.
2.15.
2.16.
2.17.
2.18.
2.19.
2.20.
2.21.
3.0.
3.1.
3.2.
4.0.
4.1.
5.0.
5.1.
5.2.
5.3.
5.4.
SEARCHING BY COMPANY NAME .............................................................................................7
SEARCHING BY IDENTIFICATION NUMBER ................................................................................8
SEARCHING BY GEOGRAPHIC LOCATION CRITERIA.................................................................8
SEARCHING BY INDUSTRY ........................................................................................................9
SEARCHING BY NUMBER OF EMPLOYEES CRITERION ...........................................................10
SEARCHING BY FINANCIAL CRITERIA .....................................................................................11
SEARCHING BY RATINGS ........................................................................................................12
SEARCHING BY OWNERSHIP ..................................................................................................12
SEARCHING BY M&A DEALS ...................................................................................................13
SEARCHING BY STOCK DATA .................................................................................................13
SEARCHING BY EARNINGS ESTIMATE ....................................................................................13
SEARCHING BY BUY/SELL RECOMMENDATION ......................................................................14
SEARCHING BY LISTED/UNLISTED..........................................................................................14
SEARCHING BY ACTIVE/INACTIVE...........................................................................................14
SEARCHING BY AUDITORS......................................................................................................14
SEARCHING BY BOARD MEMBERS AND MANAGERS ..............................................................14
SEARCHING BY YEAR OF INCORPORATION ............................................................................15
SEARCHING BE ACCOUNTING DATA .......................................................................................15
SEARCHING BY CORPORATE ACTIONS ..................................................................................15
SEARCHING BY UPDATED REPORTS ......................................................................................15
ADDITIONAL SEARCH OPTION ................................................................................................16
SAVING STRATEGIES AND COMPANY SET ..................................................................17
SAVING SEARCH STRATEGIES ...............................................................................................17
SAVING A COMPANY SET .......................................................................................................18
DISPLAYING A LIST OF COMPANIES ..............................................................................19
CREATING A NEW LIST FORMAT ............................................................................................19
VIEWING COMPANY REPORTS .........................................................................................20
VISUALISING A REPORT ....................................................ERROR! BOOKMARK NOT DEFINED.
CREATING A REPORT FORMAT...............................................................................................21
CREATING A REPORT LAYOUT ...............................................................................................22
RETRIEVING REPORT IMAGES ................................................................................................23
6.0.
EXPORTING INFORMATION ...............................................................................................24
7.0.
OTHER USEFUL FEATURES...............................................................................................25
7.1.
7.2.
7.3.
7.4.
7.2.
8.0.
CREATING CUSTOMISED ACCOUNTS .....................................................................................25
CREATING USER DEFINED VARIABLES ..................................................................................25
PEER REPORT ........................................................................................................................25
PEER ANALYSIS ......................................................................................................................26
STATISTICS .............................................................................................................................26
USER SUPPORT.....................................................................................................................27
OSIRIS Internet QuickGuide
Copyright © 2004 Bureau van Dijk Electronic Publishing
2
1.0 OSIRIS Introduction
OSIRIS is a comprehensive database of financial information, ratings, earnings estimates,
stock data and news on global publicly listed companies, banks and insurance firms around
the world. With coverage of over 125 countries, OSIRIS contains information on over 37 000
companies. This data is sourced from a variety of Information Providers, each being an expert
in its region or discipline 1 .
OSIRIS allows you to search by any combination of criteria including: geographic location,
ownership, stock data, industry code or activity description, number of employees, statement
items, ratios, ratings and more.
The selected companies may be displayed or printed in a variety of customisable formats and
exported to other applications such as word-processors, databases or spreadsheets.
Company comparisons can be achieved using the Peer Analysis option while the Statistical
Analysis option allows you to produce market sector reports.
For further information and assistance with OSIRIS, please refer to the information in the
Support section of the product, located in the upper right toolbar or visit
http://www.bvdep.com/MAINOSIRIS.html for online tutorials and further documentation about
OSIRIS.
1.1.
System Requirements
In order to use Internet OSIRIS, you will need the following:
•
•
•
1.2.
Windows 98 or higher with a minimum screen resolution of 800 X 600.
Access to the Internet using either Internet Explorer 4.0 or Netscape Navigator 4.0, or
higher.
A username and a password provided by Bureau van Dijk.
Getting Started
1. Start your browser and go to http://osiris.bvdep.com.
appear.
The following login screen will
2. Enter your username and password in the appropriate boxes and click on OK to begin.
3. Upon entering the product, you will be presented with either the Quick Search or the
Expert Search (depending on the option selected in your User Profile) screen.
4. If you see the screen shown below, you are viewing the Quick Search. This allows you
to easily search using any combination of the eleven search criteria - Company Name,
1
The full list of Information Providers is available in the appendices of the OSIRIS Product User Guide. To view
them, when you are logged into OSIRIS, click on the Support, select Product User Guide. Click on the Index tab
and type in “information providers”.
3
Ticker, Location, Industry, Size, Company Type, Ownership, Status, News, M&A
Deals or Top Companies - in a single search step.
5. The Expert Search window, shown below, allows more search options, news, and
segmentation tables.
4
Tabs and icons across the top of the screen are defined below:
Allows you to
access the
search criteria;
displays a
summary of
criteria used.
Displays the full
reports for all
retrieved
companies.
Displays a list
of companies
identified by the
search criteria
Compares a subject
company
to
its
standard peer group
Allows you to
email the report,
list or graph
displayed to a
specified e-mail
address.
Prints the page
you are
currently
viewing.
Sets email alerts for
new
company
reports, news, deals,
and Global Reports
scanned images.
Enables you to
compare the
variables of a
company to the
variables of a
given set of
companies.
Enables you to
search for Reuter
news articles by
word, company, time
period, industry, topic,
region, country or
language.
Enables you to perform
various types of
analysis on one or
more companies such
as Aggregation,
Distribution,
Concentration, Linear
Regression and
Segmentation.
Enables you to
export the data
from OSIRIS to a
chosen document.
Provides online
assistance to
help you use
OSIRIS
Deletes the
entire
search
Allows you to
search through
Datamonitor
reports.
Allows you to search for
Edgar filings by word,
company, time period or
type. These filings are the
registered filings that the
company traded on the
US exchange file with the
SEC
Customizes
your user
preferences
Ends the
connection
5
2.0 Searching OSIRIS
There are two types of searches available on internet OSIRIS: the Quick Search and the
Expert Search. This OSIRIS QuickGuide will focus the Expert Search, which provides
detailed search and analysis options.
You can search OSIRIS using one or multiple criteria from the search options. Each criterion
offers various options for targeting companies. After each search step is completed, the
search criteria will be listed in the Search Summary window (see figure below). By default, the
different steps are combined using the AND Boolean operator. This means that every item in
the end result list complies with all the criteria simultaneously.
The following search has selected all companies in the Middle Eastern region with Total
Assets of minimum 100 million USD and a Long Term Fitch rating of A.
1.
To delete a search step, click on the
2.
To modify a search step, click the
3.
You can also choose to activate/deactivate a search step by ticking/un-ticking the
checkbox of the corresponding step.
4.
The first column, Step result, details the number of companies on the entire database
that meet the individual search step. For example, step 3 found 383 companies with a
Long-Term Fitch rating of A in the OSIRIS database.
5.
The second column, Search result, details the number of companies that satisfy the
criteria of all the search steps specified up to that point. For example, 13 companies
satisfy all search steps up to and including step 3.
6.
The search logic can also be modified using the Boolean options; All ANDs, All ORs,
Other Boolean Search. Using All Ors for example means that the companies in the end
list will comply with at least one of the criterion. Using the Other Boolean Search, you
can combine or exclude search steps by entering the operators AND, OR, AND NOT as
well as parenthesis where needed between search steps then clicking OK at the end of
the line. For example, the logic 1 AND NOT (2 AND 3) will retrieve all companies
satisfying step 1 and exclude those that also satisfy both steps 2 and 3.
next to the step you wish to remove.
next to the step you wish to change.
6
2.1
Searching by Company Name
This search option allows you to search for a company or companies by entering a letter or a
string of characters to select companies containing the exact name entered as well as those
beginning with the same string of characters.
1. Click Company name from the list of search criteria and enter a letter, a string of
characters or several strings of characters corresponding to a company’s name, previous
name or the beginning of a name in the available text box.
2. Click Search, the index of company names will refresh displaying all the companies
matching the text entered. Note that the search is made not only on the words in the
corporate name, but also on initials and acronyms.
3. When you highlight a company name, you can view its snapshot in the upper right corner.
This will help you decide if you have highlighted the company you need.
4. Highlight the company required and click
(to select several companies, hold down the
Shift or Ctrl key first). All selected companies will be sent to the selected area. Repeat
the above process to find and select as many companies as necessary. Alternatively, if
you want to select all the companies corresponding to the text you entered, just click on
.
5. Clicking OK activates the search step and displays the Search Summary screen 2 . From
there, you can view and manage the search criteria and display the results.
2
Please note that when searching by Company name as a first step, from the user profile menu under the tab
Configuration, you have the option to go to the Report, List or Search Summary screen after having completed this
search step.
7
2.2.
Searching by Identification number
This search option allows you to search for a company using different company identification
numbers that are commonly used by many sources. The following list is available:
•
Ticker symbol:
•
WVB number:
•
ISIN number:
•
SEDOL number:
•
•
Valor number:
CIK number:
•
BvD ID number:
Æ
2.3.
This is the code used to identify listed companies on the security exchanges where they
are traded.
This is the ID number that is attributed to every company provided by Wold’Vest Base
database.
The International Securities Identification Number is the standardized alphanumerical
code identification for securities and other financial instruments.
The Stock Exchange Daily Official List number is the code used on the London Stock
Exchange to identify traded securities.
The Swiss Valor Numbers are used to identify all securities traded on the Swiss market.
The Central Index Key is a unique number assigned by the SEC distinguishing all foreign
and US companies that are traded in the US.
Every company available on at least one of the Bureau van Dijk products is assigned a
BvD ID Number. The same company available on different products is assigned with the
same BvD ID Number.
The search methodology is similar to the one explained in section 2.1. of
this document, “Searching by company name”. To review the methodology
click here.
Searching by Geographic Location Criteria
This search option allows you to search for companies using the place of their incorporation
as the search criteria.
1.
To search for companies using geographic criteria, click Geographic Location from the
list of search criteria. Select the specific item you require from the available search
options (World Region/Country or City).
2.
If you select World Region/Country The following screen will appear:
Click the
next
to an option in the
list to view its
subset.
Click the
to
collapse the list
To remove a
selected option,
unmark it by
clicking the
associated
checkbox
3.
Select the specific region or regions you wish to use by checking the tick box next to
them
4.
Click on OK and the search will be displayed in the Search Summary screen.
8
NOTE: When searching by World Regions, two types of regions are available: Geographic
and Political/Economic. In terms of search, the main difference is that no one
company can be listed under different geographical region, they are mutually
exclusive sets (e.g. a French company will only be present in the “Europe (Excl.
Eastern Europe)” set). However, when searching by economic/political region one
company can be listed in different sets (e.g. A French company will be present in the
OECD, European Union, Euro Area, G7 and G10 sets).
Æ
2.4.
If you search by City, the search methodology is similar to the one
explained in section 2.1. of this document, “Searching by company name”.
To review the methodology click here.
Searching by Industry
This search option allows you to search for companies by activity. It allows you to search by:
• Text Search:
Searches for up to three key words describing an activity in
different sections available in the OSIRIS database
(Summary Business Description, Description and History,
Description in Other Languages).
• Banks/ Insurance/ Industrial cos.: Allows you to search for companies organised in the
three categories. Each category is subdivided in different
templates.
Æ
The search methodology for this option is similar to the one explained in
section 2.3. “Searching by Geographic Location Criteria”. To review the
methodology, click here.
• Dow Jones Global Indices: Search for companies using the Dow Jones Global Index by
Industry group Rollup Structure, Name of Groups and Subgroups at the lowest level or Dow Jones Codes.
• US SIC:
Search for companies using the Standard Industrial
Classification of the United States. This is a 4-digit code
used to categorize and uniquely identify business activities.
• NAICS 2002:
Search for companies using the North American Industry
Classification System. It is an industry classification system
developed by the statistical agencies of Canada, Mexico
and the United-States in order to provide common
definitions of the industrial structure in the three countries.
• NACE Rev 1.1:
Search for companies using the European Union’s industry
classification system.
NOTE: By default, OSIRIS will search for companies using their primary activity code i.e.
only company’s primary activity is taken into account. However, if you wish to search for
companies by taking into account all the activities they endeavor, on the bottom left of the
screen select the radio button next to All Code.
Æ
The search methodology for the last four options when using the
hierarchical table is similar to the one explained in section 2.3. “Searching
by Geographic Location Criteria”. To review it, click here.
9
Æ
The search methodology when using the alphabetical or code list is similar
to the one explained in section 2.1. “Searching by Company Name”. To
review the methodology, click here.
• Business line (as reported): Search for companies using a key word that should be
found in the business line.
Æ
2.5.
click here.
Searching by Employees
This search option allows you to search for companies using the Employees criterion. You
may search on value, growth rate or rate of decline of employment for a given year or over
several years. You can select companies by basing your search on user defined intervals,
distribution of the variable or choice of top N companies. You may also use estimates of the
variable when it is non-available.
1. To search for companies using the Number of Employees criteria, click Employees from
the list of search criteria. The following screen will appear:
Click here
to use
estimates
when
value is
n.a.
Click here to
select the top N
(0<N<501)
companies you
desire.
2. Complete all areas of the search window, including parameters for years, values,
percentages or quartiles.
For example if you want to find all companies in the database that have had a minimum
5% growth in employment per year over the past 3 years using estimates when the data
is non-available, select:
•
•
•
•
•
•
Click on the check box corresponding to use estimates when value is n.a.
The growth rate radio button
The radio button Several Years
Tick the boxes next to the year/period you would like to include.
In this example we want our condition to be valid for every selected year
so click the radial button corresponding to all selected years.
Choose if you want to use Absolute or Relative years. The main
difference between them in terms of search is that the first one will
10
•
retrieve all companies whose statement are available for the selected
period(s) whereas the later will retrieve all companies complying with
your criteria in relation to the last available statement in the database
(e.g. 0Y/-1Y corresponds to the period in between the next to last
available statement and the last available statement).
Next choose the criteria you would like to use to select companies. In this
example, the user defined intervals criterion is used so type 5 in the
minimum value field. The following screen summarizes this search:
3. Click on OK and the search will be displayed in the Search Summary screen.
2.6.
Searching by Financial Criteria
Financial data on OSIRIS is presented in three categories and seven templates reflecting the
differences in accounting for industrial companies, banks, and insurance firms.
In addition, OSIRIS contains six Key Financials, six Key Ratios and a Number of employees
figure that are independent of template and valid across country borders and industries.
For all templates, OSIRIS presents financials in a Raw data format and at least two
additional levels of standardized formats (labelled Global format, Global detailed format and
Spreadsheet format).
The standardised formats visibly link from the Raw data format through the levels of
standardised formats with a unique unfolding account presentation, enabling users to easily
follow the accounting logic. This account presentation strategy facilitates searching and
analytical comparisons between countries and geographic regions, while maintaining a high
level of data transparency and accuracy. Presenting accounts according to type of institution
and regional practices also helps ensure complete data clarity and accuracy on OSIRIS.
Using standardised formats assists those users primarily concerned with peer group and
cross-border study without sacrificing accuracy or detail.
Please see OSIRIS Product User Guide under the Support option in the software for more
details on each format and their inter-connexions.
Æ
This search option follows the same logic as the search based on
Employees. However, using estimates of a variable when it is non-available
is only available for Operating revenue/Turnover. To review the
methodology, click here.
11
2.7.
Searching by Ratings
For the Ratings module subscribers, it is possible to screen OSIRIS on any specific rating
from Fitch, Moody’s and Standard & Poor’s. For a full description of the different ratings,
please refer to the Product User Guide available in the Support option on the online OSIRIS
software.
1. To search by ratings, just click on Ratings from the list of search criteria.
2. Choose the type of rating you want and then check the boxes next to the desired rating
from the screen that is displayed.
NOTE: By default, searches only retrieve companies that are currently rated. You may also
include in your search, companies that are not currently rated but were rated at a
previous date by simply unchecking the box Only Active Ratings . When viewing a
report of a company that are no longer rated, a text has been added along with the
last rating provided by the agency.
2.8.
Searching by Ownership
Bureau van Dijk’s internal ownership research department compiles ownership data for many
BvD products, including OSIRIS. As of March 2004, 24,700 companies included on OSIRIS
contain at least one shareholder or subsidiary, with 22,600 companies containing shareholder
data and 18,400 companies presenting subsidiary information.
The basic information contained in this database is processed and analysed in order to:
•
Qualify companies according to their degree of independence with regard to their
shareholders;
•
List the direct shareholders of a given company with their percentage of ownership;
•
Indicate, if any, the Ultimate Owner of a given company;
•
List the direct and indirect subsidiaries of a given company together with their
percentage of ownership;
•
Qualify such direct and indirect subsidiaries with regard to their ownership status
(Ultimately Owned, Controlled, by the given company).
The ownership data on OSIRIS can be screened on multiple criteria including:
•
Ownership Status (i.e. Independent/ Dependent companies based on their BvD
Independence Indicator, companies recorded as Ultimate Owner or Companies Owned
by an U.O.)
Æ
When searching by companies recorded as Ultimate Owners and
Companies Owned by an U.O, the methodology is similar to the one
explained in section 2.3. For the others, just tick the appropriate boxes
and/or radio buttons and click OK to validate your choices.
•
Shareholders (i.e. Name, Country and Name, Type and % of ownership)
•
Subsidiaries (i.e. Name, Country and Name, Type and % of ownership)
Æ
When searching by Name or Country and Name in the last two options, the
methodology is similar to the one explained in section 2.1. For the others,
just tick the appropriate boxes and click OK to validate your choices.
12
•
Affiliates of selected companies
Æ
When searching by affiliates of a given cos. the methodology is similar to
the one explained in section 2.1. For the others it is a direct search.
For a more detailed document regarding the collection and presentation of the ownership data
on Bureau van Dijk products, please check the BvD support site on
http://www.bvdep.com/pdf/mf000002.pdf.
2.9.
Searching by M&A deals
Searching by M&A Deals allows users to select companies based on the information
contained in ZEPHYR. ZEPHYR is a database of M&A, IPO and venture capital deals, with
pan-European transactions dating back to 1997 and US deals from 2001.
When using this search option you will retrieve all companies depending on whether they are
an acquirer, a target and/or a vendor company, whether it is based on a rumoured,
announced and/or completed deal. You can select the period in which the deal, the deal-value
and the type of deal took place. For more information regarding the Mergers & Acquisitions
database, please refer to the BvD support site http://www.bvdep.com/support.html
2.10. Searching by Stock Data
The Stock Data is collected by Fininfo and covers data from 1996 till today.
The main search criteria on stock data comprise:
•
Stock Exchange where the securities are listed, with possible limitation to the main
exchange.
Æ This search option follows the same logic as the one explained in section
2.3. “Searching be Geographical Location”. To review it click here
•
Stock Indices: either tick the box next to the stock indices you desire or enter a word
and then select the indices desired
Market capitalization, current or historic
P/E ratio,
Closing price and volume traded, on a weekly or monthly basis
Per share data: sales per share, dividend per share, EPS, etc
Number of outstanding shares
•
•
•
•
•
Æ
•
These search options follow the same logic as the search based on
Employees. However, using estimates of a variable when it is nonavailable is not possible. To review the methodology, click here.
IPO date: enter an inferior and/or superior date limit. You also have the option to include
de-listed companies in the search
2.11. Searching by Earnings Estimates
This information is provided by JCF International which gathers estimates and
recommendations from analysts. The recommendations indicate JCF’s presentation of the
average of all the scores given by analysts (they are not an evaluation made by JCF itself).
JCF calculates consensus using only those EPS estimates changed or actively validated
within the last 75 days.
13
Searching by Earnings Estimates is available to users who subscribe to the Detailed
Earnings Estimates module. The search criteria include: P/E Ratio, No. of revised EPS
estimates, Changes of EPS estimates, No. of EPS estimates.
Æ
Employees. To review the methodology, click here.
2.12. Searching by Buy/Sell Recommendations
This search option includes recommendations based on consensus opinion, number of
recommendations and Evolution of recommendations.
Æ
Employees. To review the methodology, click here.
2.13. Searching by Listed/Unlisted
In this search option you can search for companies using three criteria: Listed, Unlisted and
De-listed.
This is a direct search. All you have to do is click on one of the radio buttons from the window
that appears and click on OK. The search results will be retrieved immediately.
2.14. Searching by Active/Inactive
This search option allows you to select companies according to their status (Active, Active but
no longer with accounts in OSIRIS, Active (receivership), Bankruptcy, Dissolved (merger),
Dissolved (demerger), In liquidition or Inactive).
Æ
The search methodology is similar to the on explained in section 2.13
2.15. Searching by Auditors
Allows you to select companies by Auditor’s name or Auditor report qualification
(unqualified, qualified, unaudited, no opinion and adverse opinion).
When you search by Auditor’s name, if you type in Deloitte & Touche for example, you will
retrieve all companies audited by Deloitte & Touche.
Æ
click here.
When searching by Auditor’s report qualification just tick the box(es) corresponding to the
qualification(s) desired and click Ok to retrieve the corresponding companies.
2.16. Searching by Board Members and Managers
This search option allows you to search for companies by member of the board or managers.
For example, if you type Alex Smith, you will retrieve all the companies where Alex Smith is
Manager and/or Board member.
14
The search methodology is similar to the one explained in section 2.1. of this document,
“Searching by company name”. To review the methodology click here
2.17. Searching by Year of Incorporation
As the title of the search option indicates, you can search for companies according to their
date of incorporation. There are two available fields to enter a date: “On and after” and/or “Up
to and including”. To select a single date, enter the same figure in the two fields. You can also
include de-listed companies in your search by clicking on the box next to “include delisted
companies”.
2.18. Searching be Accounting data
This option allows you to search for companies by discriminating on the available accounts.
The different options are:
•
•
•
•
•
•
•
•
•
Consolidation Codes: C1 (Consolidated accounts, no unconsolidated companion),
C2/U2 (Consolidated accounts with an unconsolidated
companion) and/or U1 (Unconsolidated accounts, no
consolidated companion).
Template: please refer to the Product User Guide for more information
Reported Currency
Companies with preliminary data
Years of last available accounts
Years with available accounts
Number of years with available accounts
Closing month of account
Companies with additional accounts: most of these are non-US industrial companies
whose securities are traded on US exchanges as ADRs
(American deposit Receipt). These additional accounts are
sourced by Multex, with SEC filings as the main data source.
2.19. Searching by Corporate Actions
The complete list of events since 2001 as well as additional details and company search
possibilities on the events are available for users who subscribe to the additional Corporate
Actions module.
You can search for companies using events that have occurred since 2001 during a userdefined time period. The data covers up to 42 types of events, regrouped in 6 main
categories, ranging from company meetings to capital change events.
Æ
The search methodology is similar to the one explained in section. 2.3 of
this document, “Searching by Geographic Location”. However you can also
do a text search if you choose to view the alphabetical list. To review the
methodology click here.
2.20. Searching by Updated Reports
15
Here you can select all the companies present in the OSIRIS database whose accounts have
been updated since the past week, past two weeks or past month. You can also select
recently added companies in OSIRIS or companies who have encountered changes in
variables such as Name, Fitch Rating, Shareholder information, etc.
2.21. Additional Search Option
At the top of your screen there are three icons ( ,
,
) letting subscribers search for (in
order) Reuter News stories, Edgar Online Filings and Datamonitor Reports. In addition,
users can also search for companies using these tabs. Indeed after searching for the story,
filing or report, you can retrieve the mentioned companies in selected articles, filings or
reports that have been found.
To search for companies using Reuter News follow the subsequent procedure. The
methodology is the same for the three options.
1. Reuters News subscribers can click on one of the Reuters News icon (
) at the top
the screen to search for companies in news stories. You can search for news by World,
Companies, Industry, Topic, Region, Country and Language. Click on one or more of
the following tabs and complete the relevant search window(s).
2. Click Search to retrieve the stories complying with the criteria entered 3 . The following
screen will be displayed:
3
Stories are only available over the last two months
16
3. From there on you can either refine your search by clicking on the Refine Search tab,
execute a brand new search by clicking on the New Search tab, view an article from the
list 4 by clicking on in it (this will cost you credits) or retrieve companies mentionned in
articles.
4. At this point you can retrieve companies mentioned in the stories by clicking on Select
companies. Either choose “all stories”, “marked stories”, “unmarked stories” or enter the
range of stories for which you want the mentioned companies to be retrieved.
5. Click on Select to complete the search. The Search Summary showing the criteria used
and the options to continue your search or display the search results. Please note that
you will not be able to modify this search step.
NOTE: At any time during this process (while viewing the list of stories found or while
viewing a particular article) you can export information to a predefined format by
clicking on the export tab.
3.0.
Saving Strategies and Company Set
This section briefly outlines how you can save your work by saving a Search Strategy or a
Company Set.
3.1.
Saving Search Strategies
Any sequence of search steps (a Search Strategy) can be saved and reused at a later date.
Doing this allows you to monitor companies that meet your criteria each month when you
receive a new update of OSIRIS. Results may differ from month to month as each company’s
accounts are updated
1. Perform all the required search steps and display the Search Summary.
2. Click Save a Search at the bottom right of your screen. The following screen will appear:
Check this box
if you want to
include the
companies in
the search
strategy in the
Alert System
4
Please note that when viewing a story you can view the available report of any company mentioned in the story by
clicking on the company’s name
17
3. Click on Save if you want to save your search strategy to the OSIRIS server or on Save
to Disk if you want to place the file on your computer or network. Specify where you want
to save it and give a name to the strategy. The file will be saved with the extension “.srh”.
4. As mentioned in the figure above, you can include this search strategy in the Alert
System. If you choose to do this you will only be able to save to the OSIRIS server.
Specify the alert criteria and click on OK to validate 5 .
5. To use this strategy later, choose Load a search from the search criteria list on the left of
the screen, and select the strategy you want to load from the list by clicking it and
selecting Load. Alternatively, click Load from disk to select one you have saved on your
computer or network.
3.2.
Saving a Company Set
A company set differs from a search strategy because it saves not the search criteria but
the companies produced by the search criteria i.e. loading the set at a later date will NOT
produce different results. The saved set is specific to the companies matching your search
criteria and will not be affected as company information is updated on OSIRIS.
1. Perform all the search steps need to retrieve your company set. Display the Summary
Search.
2. Click Save a File at the bottom right of your screen. The following screen will appear:
Choose the
extension of the
saved company
set
Click here if
you want the
set of
companies to
be saved as a
Peer Group
3. Click on Save if you want to save your company set to the OSIRIS server or on Save to
Disk if you want to place the file on your computer or network. Specify where you want to
save it, give a name to the strategy. You can choose the extension of the file:
• .osi: will save the list of companies using their BvD Id number
• .isi: will save the list of companies using their ISIN Id number
• .tic: will save the list of companies using their Ticker number
5
You can also click on configuration. From this screen you choose to which e-mail address you would like to
receive your alert, the format and the frequency
18
•
.wvb: will save the companies using their WVB Id number
4. To use this company set later, choose Load a company file from the search criteria.
4.0.
Displaying a List of Companies
At any time during a search it is possible to display the full list of the companies matching
your search criteria by clicking on the List tab in the frame at the top of your screen.
1. Clicking on the company name will take you into the report.
2. Click the check box to the left of the company name to mark companies for selection.
This will allow you to delete companies using the Delete button. It will also mark
companies to select them for export with the Export button or send you an alert through
your e-mail using the Alert button.
3. Sort companies in the List using the Sort button or by clicking (when available) on the
column heading you wish to sort by.
4. Icons to the left of the company name allow you to access (from left to right) the
Standard Financial Report, Peer Report, Datamonitor Industry Reports, Global
Reports scanned images, Edgar Filings, and Reuters News.
4.1.
Creating a New List Format
List formats refer to the items of company data displayed to the right of each company name
in the list. Many user-defined list formats, each with various data items, can be created and
stored for later use.
1. Whilst viewing a list of selected companies, click the Format button at the bottom right of
the screen. A list of saved previous saved formats will be displayed. If you never saved a
format before, only the standard format is available. Click on New to create a new format.
The following screen will be displayed:
19
2. From the drop-down lists, you may choose a specific pre-defined template in the template
pull-down menu. If you would like to retrieve financial variables specific to one model
select a specific model. However, if you would like to retrieve information that is not linked
to a particular account type, choose All Templates. After choosing among the different
section with the data you wish to add, highlight the items you desire and send them to the
key. Repeat this process until all required items are
Selected fields area using the
selected
3. Type a name into the Format name text box to retrieve it easily at a future date. Click
Save and the new format will be added to the list of available formats.
4. You can select the time periods for financial variables by selecting the year (absolute or
relative) and interim data as well as choose the currency unit.
5. Click on OK to return to the List (presented in your new format). Your new format will be
added to the list of formats.
6. At any time while viewing a List, you can access and modify your list formats by clicking
on Format.
NOTE: You can include User Defined Variables (UDVs) and Customised Accounts in
your list format. For more details on UDVs and Customised Accounts, please refer to
Chapter 7.0 of this document, or click here.
5.0.
Viewing Company Reports
At any time during a search it is possible to display the full information available for the
companies in your search by clicking the Company Report tab at the top of your screen.
In the menu on the left of the screen, you can view individual Report Sections. This menu
includes the following main sections of information:
•
•
•
•
•
•
Header
Ratings
Industry/Activities
Segment Data
Financial & Ratios
Customers & competitors
•
•
•
•
•
•
Text Statements & Reports
Board members & Managers
Auditors & Advisors
Stock data/Earnings estimates
Corporate Actions & Dividends
Mergers & Acquisitions
•
•
•
•
Shareholders
Subsidiaries (Roll-up)
Subsidiaries (Alphabetical)
News section
20
Click
here to
display
list of all
report
sections.
1. Below you will find listed the function of all the icons at the bottom of your screen:
View summary in three possible formats: financial, descriptive or combined
View default or current Peer Report
Retrieve PDF version of Annual Report (interim or quarterly) in the Online Reports Library from
Global Reports
Retrieve the available SEC files (Edgar Online)
Access the industry report(s) (Datamonitor) associated with the company
Allows you to visualise the report using the Anacubis Viewer (see section 5.1.)
Allows you to access different graphs and tables
Allows you to adjust the years and currency of the report
Allows you choose which information section you desire to include in a company report
Allows you to setup a new data alert for the company
Allows you to access the help menu of the report section
5.1.
Creating a Report Format
Report formats refer to the section of information included in a company report such as
Header, Financial Ratios, Cash Flow Statements, Shareholders, Subsidiaries, etc. Individual
sections of a company report, or combinations of them, may be viewed by creating Report
formats.
1. To create a new report format, first display a report by clicking the Company Report tab
at the top of your screen.
2. Click the Format button at the bottom of the screen. A list of individual report sections
will be displayed.
21
Click OK to
view the
selected report
section format
3. To create a new Report Format, click New. In the list, highlight the section you need and
click
to move them to the selected sections list. If necessary, repeat this process until
all required sections are selected.
4. Type a name into the Format Name text box to retrieve it easily at a future date. If you do
not enter a name for your formats OSIRIS will automatically name them format0, format1
etc…
5. Click the Save button: your new format will be added to the list of available formats. At
any time you while viewing a Report, you can access and modify your report formats by
clicking on Format.
NOTE: After saving your new format you will be redirected to the Available Format screen. If
you want your new format to be used as the default format, click on the newly created
format and check the box “keep this format as your current format”.
5.2.
Creating a Report Layout
Report layouts refer to the columns of accounting data displayed in a company report. The
default layout shows the years of accounts in the filing currency. Defining a layout lets you
specify the displayed years, the order of years and the currency.
1. Display the report by clicking Report from the frame at the top of your screen. Click the
Layout button at the bottom of the screen. A list of predefined layouts will appear.
22
Displays
available
annual
accounting data
for the past 10
years plus all
interim data
since the latest
annual report
Displays the 2
latest annual
accounting data
plus all the
interim data for
2 years
2. Click the New button, highlight one or more years (absolute or relative) and click
transfer them to the Selected years column list.
to
3. To view the layout in a currency other than the default one, mark the appropriate radial
button and choose the currency before transferring the data to the selected years list.
4. Type a name into the Layout name text box to retrieve it easily at a future date. If you do
not enter a name for the layouts, OSIRIS will automatically name them layout0, etc…
5. Click the Save button: your new layout will be added to the list of layouts. At any time
whilst viewing a report, you can access and modify your report layouts by clicking on
Layout
5.4.
Retrieving Report Images
OSIRIS provides access to Global Reports PDF images of annual and interim company
reports.
1. Click the globe icon (
)from the bottom of the Report screen and a list of the
available reports will open in a new Global Reports window.
23
2. Simply click on the report desired to open the PDF version of the document.
3. Viewing a report of the ongoing year will cost you ten credits and viewing a report of a
previous year will cost you 25 credits.
6.0.
Exporting Information
OSIRIS enables you to export to other software programs, including spreadsheets, word
processors and ASCII formats. Exports can be performed for Lists , Graphs, Company
Reports…
1. First, display your search results by clicking the appropriate tab.
2. Click the Export button at the top right of your screen, select the format and data to be
exported. Once the window is complete, click Export to transfer the data.
To export a range of
companies from a list,
type the numbers
corresponding to the
number in front of the
company name in the
List view.
To export a specific
company from the
Report view, type in
the number that
appears in the left of
your report screen.
24
NOTE:
7.0.
It is the information from the window that you were viewing that is exported. For
example when clicking on Export while viewing a list of companies, you are
exporting the list and not all the companies reports.
Other Useful Features
In addition to the possibilities of searching for companies, viewing their information and then
exporting it, OSIRIS offers users various features offering advanced customisation display
options and sophisticated analytical tools.
7.1.
Creating Customised Accounts
Creating Customized Accounts allows you to create user-defined financial reports by
selecting individual variables in report sections. You can access this option from the Profile
button placed on the upper right hand side of your screen.
You can choose the account template you want to work with. Your choice will modify the list
of available variables. Please note that you cannot combine different templates (i.e. if you
wish to use more than one template, you have to create one customized format per template)
It is not possible to include ownership data, board member information or text data. However
you can create a report format including report sections with text data and one or more
customized formats.
In addition, you also have the possibility to create User Defined Variables (UDVs) from the
variables you chose to include in your customized report. Please note that this variable will
only be available in your customized report.
7.2.
Creating User Defined Variables
Users can create their own variables or ratios using the lines of any format. These User
Defined Variables can be included in the Report, in the List and within Peer and Statistical
Analyses. The User Defined Variables can also be used as search criteria or sorting key in
the lists.
7.3.
Peer Report
A Peer Report on OSIRIS is associated to a Subject Company and is a combination of a
Peer Group 6 , a Set of variables, Report Format. There are two ways of constructing a Peer
Report using the Standard Peer Report or constructing the report through the Peer
Analysis module (see section 7.4.)
The main components defining a Standard Peer Report’s are:
The Peer Group:
The Standard Peer Group is constructed of 4, 10 or 20 regional,
national or international companies and are selected according to
their template and Dow Jones industrial activity code
The set of variables:
These are pre-determined to be 6 account items and 6 ratios (the
variables are dependent on the template used for the subject
company).
6
For more information on Peer Groups, please refer to the Product User Guide under the Support option on the
OSIRIS software
25
The format, 2 formats are available:
Format 1: Displays the values of the 12 variables for each of the
companies. This format is not available if the Peer Group
includes more than 20 companies.
Format 2: Displays the values of the 12 variables for the subject
company and the median of the group.
The Standard Peer Report associated to any company can instantly be viewed by clicking
on the appropriate icon when a list of companies or a Company Report is displayed.
You can also create a Custom Peer Report by choosing you own Peer Group and selecting
specific variables.
7.4.
Peer Analysis
A Peer Analysis compares the variables of any company in the set to the median, the
average, the quartiles and the deciles of a given set of companies. The subject company
may or may not belong to the specified Peer Group and the set of companies selected must
not exceed 500.
The Peer Analysis is particularly useful for those wishing to individually select variables and
companies for the peer group study, rather than using the semi-automatic process of the
Standard Peer Report. For more detail about such distinction, please refer to section 3.3
"Peer Groups/Peer Reports" of the Product User guide available on the OSIRIS software
under the Help menu.
The Peer Analysis button offers three analytical options, enables the user to construct an
analysis by selecting individual companies and then specifying the variables of interest. The
peer analyses are:
-
A company compared with a set of companies
1 to 3 companies compared with a set of companies
A company compared with 1 to 20 companies
In the first case, the user may select a comparison with the Standard Peer Group, the group
of companies from the current search, or a saved set of companies. When selecting either of
the last two options, the user is presented with a search window in which to select the
comparison companies.
Each type of Peer Analysis can be customized according to user-specified currency,
variables and years. Information displayed can include median, average and standard
deviation of the group, quartiles and deciles, ranking. Results may be presented in tables or
graphs.
7.2.
Statistics
This type of analysis studies a group of companies without bringing to the fore any particular
company. This option can be used to perform analyses regarding a target group of
companies (up to 500) in a country, industry, or other type of peer group in the selected set
of companies.
The Statistical Analysis options include:
•
Segmentation:
Can be performed on a group of companies of any size, organizing
the companies into a table with two axes. The user selects the
26
•
•
•
•
variables and can modify the resulting table by changing the
descriptive variable, the years, swapping the axes and calculating the
figures in terms of percentages and penetration indices
Aggregation:
Combines the accounts for a group of selected companies,
presenting the sum of each line and year from the accounts. The
result is a virtual company consisting of all the companies in the
group of studied companies.
Distribution:
Analyses the distribution of a single selected variable for a group of
companies. The Distribution of the variable within the group can be
displayed graphically.
Concentration:
Ranks the companies, in decreasing order, according to the values
for a given variable and calculates the cumulative values of the
variable. The results can be shown with a Pie chart or Lorenz curve.
Linear regression: Analyses the correlation between two variables for a group of studied
companies. A graph of the regression is also available.
Please note that, in order to be able to perform significant statistical analyses, all the
statements included in a group of companies should belong to the same template. Selecting
the template “All templates” provides an analysis based on only the Key financials, Key ratios
and Number of employees.
8.0.
User Support
Bureau van Dijk offers all users full support for both data and technical questions. For
assistance, please visit our client support website www.bvdep.com/support.html or contact
your account manager or the nearest Bureau van Dijk office:
Location
Austria
Belgium:
Eastern Europe:
France:
Germany:
Italy:
Japan:
Netherlands
Portugal:
Scandinavia:
Singapore:
Spain:
Switzerland:
United Kingdom:
United States:
Email
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Telephone
43 (1) 958 10 84
32 (2) 639 06 06
421 (2) 5063 3326
33 (01) 53 45 46 00
49 (69) 96 36 65 0
39 (02) 43 98 22 77
81 (3) 5256 6720
31 (20) 671 99 26
34 91 454 70 98
44 (20) 7549 5050
65 6325 1230
34 91 454 70 98
41 22 703 51 43
44 (20) 7549 5050
1 (212) 797 3560
27

QuickGuide to OSIRIS

Transcription

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