Panduan Kewangan

Fungsi Bloomberg

Untuk menjadi lebih produktif, lebih pantas, dan lebih cekap ketika melakukan analisis kewangan atau penyelidikan, penting untuk mahir menggunakan Terminal Bloomberg. Itu bermaksud mengetahui fungsi Bloomberg yang paling penting.

Sama ada anda bekerja di perbankan pelaburan Panduan Perbankan Pelaburan Kerjaya Perbankan pelaburan - merancang laluan kerjaya IB anda. Ketahui mengenai gaji perbankan pelaburan, cara pengambilan pekerja, dan apa yang harus dilakukan setelah berkarier di IB. Bahagian perbankan pelaburan (IBD) membantu kerajaan, syarikat, dan institusi mengumpulkan modal dan menyelesaikan penggabungan dan pengambilalihan (M&A). , penyelidikan ekuiti Penganalisis Penyelidikan Ekuiti Penganalisis penyelidikan ekuiti menyediakan liputan penyelidikan syarikat awam dan mengedarkan penyelidikan itu kepada pelanggan. Kami merangkumi gaji penganalisis, perihal pekerjaan, titik masuk industri, dan kemungkinan jalan kerjaya. , atau kawasan pasar modal lain, anda harus belajar menggunakan Terminal Bloomberg untuk mendapatkan maklumat kewangan sejarah mengenai syarikat, harga saham, urus niaga, maklumat bon / pendapatan tetap, dan banyak lagi.

Di sini kami telah menyusun senarai perkara yang kami yakini fungsi, ketukan kekunci, dan jalan pintas yang paling biasa dan penting untuk diketahui di Terminal Bloomberg, dari luar. Penguasaan fungsi Bloomberg adalah kunci untuk menjadi penganalisis kewangan yang hebat Panduan Analis Trifecta® Panduan utama bagaimana menjadi penganalisis kewangan bertaraf dunia. Adakah anda ingin menjadi penganalisis kewangan bertaraf dunia? Adakah anda ingin mengikuti amalan terbaik di industri dan menonjol daripada orang ramai? Proses kami, yang disebut The Analyst Trifecta® terdiri daripada analisis, persembahan & kemahiran insaniah.

Senarai fungsi Bloomberg

Berita

Fungsi berita teratas merangkumi:

Jalan pintas	Penerangan	Kegunaan
N	Berita	Menu Berita Utama
TOP	Berita Teratas	Paparan fungsi Berita yang disaring, menunjukkan tajuk utama berita teratas hari ini dari BLOOMBERG NEWS
TOPCA	Berita Teratas Kanada	Paparan fungsi Berita yang disaring, menunjukkan tajuk utama kisah teratas hari ini dari BLOOMBERG NEWS untuk Kanada
NSE	Pencarian Item Berita	Pencarian berita tersuai
CNS NSE	Pasaran Saham Kanada	Pencarian berita tersuai yang disaring dibatasi ke Kanada
NSE USS	Pasaran Saham AS	Pencarian berita tersuai yang disaring dibatasi ke AS
MNA NSE	Penggabungan dan Pengambilalihan	Pencarian berita tersuai yang disaring dibatasi kepada Penggabungan dan Perolehan
OPN NSE	Komen Pembukaan Pasaran	Pencarian berita tersuai yang disaring dibatasi untuk Membuka Komen
KOS NSE AS	Berita Korporat	Pencarian berita tersuai yang disaring dibatasi untuk Berita AS dan Korporat
NSE BBEA	Pendapatan Naik & Turun	Pencarian berita tersuai yang disaring dibatasi kepada Pendapatan dan Turun

Skrin Pasaran yang Luas

Fungsi penyaringan pasaran yang luas termasuk:

Original text

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Jalan pintas

Penerangan

Kegunaan

WEI

Indeks Ekuiti Dunia

Membolehkan anda memantau dan membandingkan data harga dan jumlah masa nyata untuk indeks ekuiti dunia.

WPE

Dunia P / E

Membolehkan anda memantau dan menganalisis nisbah asas utama, seperti harga / pendapatan, di seluruh indeks ekuiti utama dan membandingkan nisbah tahap indeks intra-hari dengan anggaran penganalisis dan wilayah lain.

ECO CA

Siaran Ekonomi Kanada (& AS)

Kalendar ekonomi siaran ekonomi masa nyata dan ekonomi yang akan datang, komoditi, kerajaan, bank pusat dan data industri, dan peristiwa.

ECST

Statistik Ekonomi mengikut Negara

Menyediakan data ekonomi dengan organisasi dan konteks dan memungkinkan untuk menganalisis pelbagai set data menggunakan format grafik dan jadual.

MOV

Penggerak Kumpulan Indeks & Industri

Menunjukkan saham yang mendorong pergerakan indeks terpilih atau kumpulan ekuiti lain.

Pangkalan Data Penggabungan / Perolehan

Membolehkan mengesan dan menganalisis data penggabungan dan pengambilalihan dalam masa nyata dan menapis tawaran dengan mudah mengikut pelbagai dimensi, seperti jenis, ukuran, dan penasihat. Juga membolehkan mencari data peringkat urus niaga. Selain itu, membolehkan mencari transaksi yang setanding.

WFX

Monitor Kadar Mata Wang Silang

Memberi gambaran keseluruhan mengenai kadar mata wang dalam masa nyata, juga memberikan maklumat mengenai jam harga untuk pemantauan yang lebih baik.

FXC

Matrik Kadar Mata Wang

Membolehkan memantau kadar mata wang silang, hadapan, dan penetapan kadar.

RATC

Monitor Semakan Penarafan

Memaparkan senarai penarafan kredit semasa dan sejarah untuk sehingga 10,000 penerbit, yang memungkinkan untuk mengesan peningkatan, penurunan dan pergerakan lain yang mencerminkan kekuatan fiskal dan tahap risiko penerbit.

BTMM

Kadar Faedah & Pasaran Bon

Menunjukkan semua kadar utama, sekuriti, dan pelepasan ekonomi untuk negara yang dipilih.

USSW

Halaman Monitor Perbendaharaan I Tukar

Menyediakan kadar pertukaran kadar faedah semasa, bersama dengan harga kerajaan, agensi, indeks, LIBOR, dan pasaran hadapan, serta statistik ekonomi.

FIT

Perdagangan Pendapatan Tetap

Platform perdagangan elektronik berpendapatan tetap untuk kadar AS dan sekumpulan hutang berdaulat global.

Pasaran Bon Dunia

Pantau dan carta hasil bon, spread, dan prestasi sejarah pada satu skrin, bersama dengan hasil semasa, spread dan penyimpangan statistik kadar semasa dari purata.

CDR

Kalendar Pasaran

Menunjukkan ketika pasaran dibuka / ditutup dan ketika mereka beroperasi mengikut jadual separa hari.

MMR

Kadar Pasaran Wang / LIBOR

Memaparkan menu pemantau kadar pasaran wang global masa nyata untuk perbandingan dengan harga komposit, harga pihak ketiga, dan harga perdagangan elektronik.

SRCH

Corp / Govt / Convert Bond Search

Buat senarai pinjaman, bon kerajaan dan korporat yang disesuaikan, nota berstruktur, bon perbandaran, dan sekuriti pilihan dari pangkalan data Bloomberg.

CRVF

Keluk Hasil Semua - Treas / Muni / Corp

Membolehkan mencari keluk, menyaring mengikut kelas aset, dan negara / wilayah dan / atau sektor.

PILIH

Tawaran Muni

Pantau penawaran pasaran bon perbandaran AS, tawaran yang diinginkan, dan transaksi yang dilaporkan di satu tempat.

Alat Prestasi / Pemeriksaan Pasaran

Jalan pintas prestasi pasaran merangkumi:

Jalan pintas

Penerangan

Kegunaan

Perisikan Bloomberg

Sub-platform yang menyediakan penyelidikan mengenai industri, syarikat, dan topik pakar, menyampaikan data utama dan membuat peta interaktif.

PALING

Sekuriti Paling Aktif

Memaparkan metrik prestasi aktiviti perdagangan yang berbeza dari sekuriti yang ditentukan, seperti Volume, Chg Up, Chg Down, Value, Delta AVAT, 52Wk Highs dan 52Wk Lows.

FPC

Pulangan Peringkat Reksa Dana

Membolehkan membandingkan pulangan dan memantau prestasi senarai dana dalam jangka masa tertentu, dan menyaring mengikut negara, jenis dana, sektor, dan nama keluarga dana.

ECDR

Kalendar IPO

Membolehkan memantau penawaran ekuiti mengikut tahap, wilayah, industri, dan kriteria lain.

PDF

Tetapan Lalai: Grafik, Berita, Mesej

Membolehkan mengkonfigurasi tetapan lalai perkhidmatan semuanya dalam satu skrin, termasuk negara / wilayah, pertukaran primer dan sekunder, sumber berita, dan lalai lain.

Skrin Syarikat

Skrin syarikat Bloomberg merangkumi:

Jalan pintas

Penerangan

Kegunaan

DES

Penerangan Korporat

Maklumat kewangan gabungan untuk instrumen kewangan tertentu, seperti bon, pinjaman, pertukaran, indeks, kontrak niaga hadapan, saham, waran, opsyen, dana, program pasaran wang, mata wang, atau sekuriti pilihan.

MGMT

Eksekutif & Pengarah Lembaga

Displays company management information about top-ranking executives and board members for a selected security.

Company News

Filtered view of the News (N) function for a loaded security.

ISSD

Financial Overview

Displays the issuer description in the Security Description (DES) function for bonds.

RELS

Related Securities

Provides a comprehensive overview of a security's issuer, including company description and fundamentals, debt obligations, equities, and related financial instruments.

Fundamentals & Earnings

Fundamental and earnings research functions on Bloomberg are:

Shortcut

Description

Uses

Company Fundamentals

Provides comprehensive financial information for a company, including historical fundamental data and future estimates, as well as aggregated fundamental data for global equity indices.

DVD

Dividends, Stock splits

Displays the history of a company's distributions. History includes cash dividends and other distributions, such as stock splits.

ERN

Earnings Summary

Allows for comparison of historical announcements for the stock against consensus estimates.

Earnings Estimates

Provides a snapshot of aggregated broker earnings projections, surprise earnings data, and a summary of earnings history.

P/E Graph - Valuation

Filtered view of the Graph Fundamentals function (GF), allowing for visual comparison of a company's fundamentals with those of other companies, indices, commodities, and economic data.

Estimates Matrix

Provides comprehensive earnings trend analysis for a selected equity, including an annual and quarterly breakdown of actual and estimated earnings trends.

ANR

Analyst Recommendations

Shows analysts recommendations for a selected equity and allows for monitoring of changes in opinion and analyzing the quality of analyst predictions.

PHDC

Institutional & Insider Holders

Menu that allows searching for holders whose trading activity may influence the price of a selected security.

CRPR

Credit Ratings

Allows for analysis of credit worthiness of a debt issuer or specific fixed income security by displaying both current and historical credit ratings from different ratings agencies in one screen.

CACS

Corporate Action Calendar

Displays a calendar of corporate and municipal actions for a single security, including events such as stock buybacks, capital changes, and distributions.

Corp Filings – SEDAR/EDGAR

Provides access to publicly available filings for research purposes.

Today’s Markets

Recent events:

Shortcut

Description

Uses

GIP

Intraday Price Graph – up to 240 days

Visual time series analysis tool used to evaluate a security's intraday price trends for a period of up to 240 days.

Time/Sales (Quote Recap)

QR displays a quote-by-quote and trade-by-trade history for a selected equity.

Customizable Company Overview

Povides detailed quotes, valuation and earnings ratios, peer activity, consensus forecasts, past performance trends, and related news headlines for an equity, equity option, or fund.

BAS

Broker Activity Summary

Provides broker activity summaries for exchanges, preferreds, equities, commodities, futures, warrants, REITs, funds, ETFs, and bonds.

AQR

Average Quote Recap

Displays the Top Trades in the Price and Volume Dashboard (VWAP) function.

VAP

Volume At Price

Displays the Volume at Price tab in the Price and Volume Dashboard (VWAP) function.

TSM

Trade Summary Matrix

Displays the Trade Summary Matrix tab in the Price and Volume Dashboard (VWAP) function.

OMON

Customizable Option Monitor

Provides real-time pricing, market data, and derived data for exchange-traded call and put options for a selected underlying security in a customizable screen.

Comparative & Historical Analysis

Powerful Bloomberg screens for fundamental research:

Shortcut

Description

Uses

Competitor Relative Value

Allows performing relative valuation analysis on a security against comparable companies or examining the relative richness/cheapness of a bond.

COMP

Comparative Total Return

Allows comparing of returns of a selected security for up to five other selected securities, including its benchmark index and industry group (if available).

TRA

Total Return for 1 Security

Allows for calculation of the total return for a security over a specified period of time, using criteria such as price at horizon, commissions, and reinvestment rate.

Historical Graphs/Table

GP and its related charts (GPC, GPO, GPF, GPL) and study functions (RSI, MACD, BOLL) are visual time series analysis tools used to put financial data into context.

GPO

Bar Chart

Displays the open/high/low/close chart view of the Price Chart (GP) function.

Historical Price Table

Displays a security's price, yield, and/or volume plus the close, open, high, and low prices. The historical price table shows pricing and volume data for a security over a specified period of time.

Short Interest

Allows reviewing short interest information for equity securities that trade on certain exchanges.

Custom Technical Charts

Allows you to create and organize all of your custom charts.

Index Analysis

For analyzing an index or indices:

Shortcut

Description

Uses

TRAY

Total Return

Displays the simple, annualized, and semi-annualized price appreciation of an index for 20 different time periods.

MOV

Index Movers

Allows analysis of the stocks that drive the movement of a selected index or other equity group.

MRR

Member Returns

Ranks the members of an equity index, basket, or portfolio by price appreciation or total return.

MEMB

Member Weights

Displays the members of an index and its current weightings, along with shares and price performance.

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Bloomberg in financial analysis

In addition to using Bloomberg functions on the Terminal, analysts also have to be good at integrating Bloomberg into Excel.

Analysts will often build custom formulas that pull data directly from the Terminal to their desktop where it can be integrated into financial analysis, financial modeling What is Financial Modeling Financial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. , and valuation work.

Below is a screenshot of the Bloomberg Terminal Bloomberg Terminal The Bloomberg Terminal (aka Bloomberg Professional Services) connects finance professionals to a dynamic network of information, people, and ideas. At the core of this network is the ability to deliver real-time data to finance professionals around the world. .

Source: Wikipedia

Analysts are expected to be efficient at using the Terminal and need to be able to quickly pull information.

The most common professions to use this data provider are investment banking What do Investment Bankers do? What do Investment Bankers do? Investment bankers can work 100 hours a week performing research, financial modeling & building presentations. Although it features some of the most coveted and financially rewarding positions in the banking industry, investment banking is also one of the most challenging and difficult career paths, Guide to IB , equity research Equity Research Overview Equity research professionals are responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The Equity Research Division is a group of analysts and associates. This equity research overview guide , and sales & trading Sales and Trading Career Profile The sales & trading division (S&T) of an investment bank helps mutual funds, hedge funds, pension funds, etc. facilitate equities transactions (buy/sell). A career in sales & trading can be extremely strenuous with a very fast paced environment. The competition for positions is intense, compensation can be very high, .

Additional resources

Beyond this list of Bloomberg functions, there are many more tools at your disposal at Finance to become a world-class financial analyst. Finance is the official global provider of the Financial Modeling and Valuation Analyst designation FMVA® Certification Join 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari .

A good analyst will use Bloomberg in a variety of ways including:

Comparable company analysis Comparable Company Analysis How to perform Comparable Company Analysis. This guide shows you step-by-step how to build comparable company analysis ("Comps"), includes a free template and many examples. Comps is a relative valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business
Precedent transactions Precedent Transaction Analysis Precedent transaction analysis is a method of company valuation where past M&A transactions are used to value a comparable business today. Commonly referred to as “precedents”, this method of valuation is used to value an entire business as part of a merger/acquisition commonly prepared by analysts
DCF financial modeling DCF Model Training Free Guide A DCF model is a specific type of financial model used to value a business. The model is simply a forecast of a company’s unlevered free cash flow
IBES estimates IBES Estimates IBES (also known as I/B/E/S) stands for Institutional Broker’s Estimate System, a database that was created by the Lynch, Jones, and Ryan brokerage. This system basically compiles the analysis and forecasted future earnings of publicly traded companies. With the help of this database, users can see the different predictions, along with the forecasts of analysts.

Fungsi Bloomberg

Senarai fungsi Bloomberg

Berita

Skrin Pasaran yang Luas

Original text

Alat Prestasi / Pemeriksaan Pasaran

Skrin Syarikat

Fundamentals & Earnings

Today’s Markets

Comparative & Historical Analysis

Index Analysis

Download the Free Template

Bloomberg in financial analysis

Additional resources

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