Business s Financial data: sources

Transcription

1 Business s Financial data: sources Written: November 2010 Updated: Written Septembre : November Updated : January 2015 HEC Paris Library Contact: biblio@hec.fr This work is licensed under the Creative Commons Attribution NonCommercial NoDerivs 3.0 Unported License HEC Paris Library Contact: biblio@hec.fr

2 Contents 2 Company accounts Orbis Diane Bankscope Infinancials Thomson One Banker Company Analysis Company listings Orbis Diane Néo Shareholders and subsidiary companies Thomson One Banker Ownership Orbis Mergers and acquisitions Thomson One Banker Deals Zéphyr Capital risk Thomson One Banker Private Equity

3 Company accounts Orbis 3 Search Warning! Access to the Bureau Van Djik databases (Orbis, Diane, Bankscope, Zéphyr, etc ) is only available through the Campus network and is accessible only for HEC students. Enter the name of the company in the Enter a company name or Bvd ID number field. Click on the magnifying glass to launch the search Click on the name of the society to access its company account

4 Company accounts Orbis Amongst other things, the company report includes: General information concerning the society 10 years history from the account The shareholders and subsidiary companies of the society For more information To export the social accounts of one or more companies: 2 Click on the Sections button to select the sections you want to export (1) Select the criteria's for exporting (2) then click on Ok Next, click on the export button to export the list of business to Excel (3) 4 3 Select the export parameters (business, format, and file name)(4), and then click OK.

5 Company accounts Diane 5 Search Warning! Access to the Bureau Van Djik databases (Orbis, Diane, Bankscope, Zéphyr, etc ) is only available through the Campus network and is accessible only for HEC students. On the home page, enter the name of the society You can also refine the search by clicking on Situation géographique ( Geographic situation ) Click on the magnifying glass icon to start the search On the results page, select the society you want to access

6 Company accounts Diane 6 You now have access to the company accounts which include: sales figures, number of shareholders, detailed information, a list of shareholders, administrative councils, etc. 1 For more information You can export the social accounts of one or more companies in Excel format On the accounts page of the company, click on Exporter ( Export ) (1) A window will open Select the elements to be exported (2) Click on OK to access the results (3) The Excel listings contain the information previously portrayed in the exported format 2 3

7 Company accounts Bankscope 7 Search In the search bar, type the name of the bank you want to search for. In the results list, click on the name of the bank. For more information You can export the social accounts of one or more bank in Excel format On the accounts page of the bank, click on Exporter ( Export ) (1) A window will open Select the elements to be exported (2) Click on OK to access the results (3) The Excel listings contain the information previously portrayed in the exported format 2 1

8 Company accounts Infinancials 8 Identification Attention! Access to this databse is only available on the i Campus network and is accessible only by HEC students To create a personal account: Click on «I ma new user» Complete the required fields and then click on «Log in» to validate your inscription. Search Start to type the name of the company in the search field at the top right hand side of the page and a drop down list will appear. Click on the desired company Or type the full name of the company and click on the magnifying glass The company s data will appear straight away

9 Company accounts Infinancials 9 For details and history of the company accounts, click on «Company Data» and then on «Financial Statements» or «Ratios» according to the precedence (between 3 and 10 years) and the source of the desired data (WVB or Reuters) For more information For some companies, you can download the information document in PDF format. It covers some inportant information about the company. You can export the social accounts in Excel format by clicking on the smallsymbolon the right above the results.

10 Company accounts Thomson One Banker Company Analysis 10 Search Attention! Access to the Thomson One Database is only possible using Internet Explorer Enter the name of the company you want to search and then click on Go or select the company directly from the list that appears. To access the detailed accounts of the company as a whole, click on «Full summary»

11 Company accounts Thomson One Banker Company Analysis 11 For more information From the accounts page of the company, you can: Select the period that you want displayed Select the scale Select the currency Export the accounts of the company in Excel format Print off the company accounts To access more detailed information, use the headings situated in the menu on the top of he window.

12 Company Listings Orbis 12 Search Use the Industry field, and then click Text Search Enter the name of a sector for which you want to access a list of companies Click on Ok Then use the Geographic location index then World region/country Select the region or the country you desire Click on Ok Click on the View list of results button to access a list of companies corresponding to this sector Then Click on the name of a company to see its overview

13 Company Listings Orbis 13 To export the list of companies: Click on the Columns button to select the criteria to export (1) In the new window, select the criteria you want to export (2) and then click on Ok (3) Click on the Export button to export the list of companies in excel format (4) For more information You can carry out a search by code listings (NAF, NACE, etc.) by using the Industry field and then Industry classifications

14 Company Listings Diane 14 Search Select the tab Activités / Marché ( Activities/Market ) and then select the heading Description textuelle d activité ( Text description of the activity ) Enter a business sector and then click on Ok to start your search

15 Company Listings Diane 15 Click on Voir la liste des résultats ( See the results list ) (1) 1 3 The list of companies belonging to this business sector will then appear (2) Click on the button Exporter ( Export ) to export the list of companies in Excel format (3) 2 4 Choose your criteria for exporting (4) Click on Ok to validate the selected criteria (5) The Excel listing contains the previous information in the exported format 5

16 Shareholders and subsidary companies Thomson One Banker Ownership 16 Search Attention! Access to the Thomson One Database is only possible using Internet Explorer Enter the name of the company in the search field Click on Go Click on the magnifying glass (next to Go ) to do an advanced search In the results list, click on the name of the company of your choice

17 Shareholders and subsidary companies Thomson One Banker Ownership 17 You then have access to the detailed account of the company ( Company Overview ) You can print or export the report in PDF format. To access an analysis of shareholders of a company, click on Ownership then Ownership Summary

18 Shareholders and subsidary companies Thomson One Banker Ownership 18 To access the list of shareholders of the company, click on Ownership then All Shareholders You will reach the Single Security Analysis page To access a shareholding from a specific period, click on Share Ownership then Shareholder Momentum For more information To access the portfolio of investors and their contact details, click on Screening and analysis then international Investors and finally on Target Investors

19 Shareholders and subsidary companies Orbis 19 Recherche Warning! Access to the Bureau Van Djik databases (Orbis, Diane, Bankscope, Zéphyr, etc ) is only available through the Campus network and is accessible only for HEC students. Type the name of the business in the «Company name» search field Click on the magnifying glass, or the business name given by the search engine to start the search Click on the name of the business to acess their accounts

20 Shareholders and subsidary companies Orbis 20 The report contains, among other things, subsiduary companies Pour aller plus loin To export the financial statements of one or more companies : Cliick on the «Export» icon in the top right corner of the screen. Choose the export criteria(1) Click «Ok» to validate the selection parameters (2) 1 2

21 Mergers and acquisitions Thomson One Banker Deals 21 Search Attention! Access to the Thomson One Database is only possible using Internet Explorer Click on the Screening and Analysis tab (bottom right ) Select the Deals and League tables sub heading, then M&A and finally Advanced Search In the Item List tab, access the Company Info menu, select Name then Target A window will open. Click on Search and select the name of the company you want Click on Add then Ok On the main search page, click on Preview You will get a summary of all the transactions where the company was a target

22 Mergers and acquisitions Thomson One Banker Deals 22 From the results page which displays a summary of numerical information, click on the icon to access details of the transaction For more information To export or print the data, tick on the box in front of the transaction summary Click on Export Tearsheet or Print Tearsheet

23 Mergers and acquisitions Zéphyr 23 Search On the home page, in the Zephyr advanced box, click on Go Click on company name, then enter the name of the society to access information on their mergers and acquisitions Click on Search From the results page, tick the cases which correspond to theose which were searched for Then click Ok

24 Mergers and acquisitions Zéphyr 24 The home page will show your selection below a list of search options Then click on«summary records» or «View list of deals» For more information You then get a summary of the transactions carried out including the principal elements of each transaction : target, acquiror, vendor ) You can either export the results or send them by

25 Capital risk Thomson One Banker Private Equity 25 Search Attention! Access to the Thomson One Database is only possible using Internet Explorer Click on the tab Screening and Analysis Chose the sub menu Private Equity then PE investments and then Search Investment Select the option Companies involved in in the drop down menu Click on the square icon to get the exact titles of the search criteria Click on Click to Expand/Contract to display the supplementary search criteria Click on Generate Report to create the request (at the bottom of the search options list)

26 Capital risk Thomson One Banker Private Equity 26 Click on the title of the column Name / Location / Description to access the detailed file on capital risk investment Use the navigation arrows to consult the following results pages For more information You can print or export the detailed file in PDF or Excel format