MSc Research Databases: Business, news and markets Management Librarians: Jane Hill and Helen Rhodes

Transcription

1 MSc Research Databases: Business, news and markets Management Librarians: Jane Hill and Helen Rhodes This workshop will demonstrate how to use a selection of management databases to investigate a particular company. Taking the US company Apple Inc. as an example, we will find financials, SWOT analysis, profiles, news and relevant market research. We will also look at the countries of China and Croatia to demonstrate additional databases. We will demonstrate: A. How to find general and financial information on Apple Inc. B. How to compare Apple with a company of your choice C. How to find an objective profile of Apple, with expert analysis D&E. How to find industry reports relevant to Apple Inc. F. How to find news on Apple Inc. G. How to find a country risk report H. How to find country and lifestyle analysis. All the databases referred to here can be found on the Resources for Management Library web pages listed under the headings company, financial and legal or market research and country profiles - A. How to find general and financial information on Apple Inc. Listed companies are found on Hoover s online a database of 88 million companies from more than 220 countries. It offers financial and executive details plus a description of activities and competitors of public, private and government-run enterprises. 1/ Search for Apple in the main search box and click the magnifying glass button for search results. 2/ Select the correct company from the results list by placing cursor over each name for a brief description. Click on your chosen company name in the list to bring up the company overview report.

2 3/ This overview report provides a brief company description and key information. The Company index provides links to financial data and further company information including main competitors. 4/ By clicking on Competition in the Company Index you can find a list of selected competitors plus analysis of the competitive landscape by a named analyst. 5/ From the Competitors list you can select up to three companies for financial comparison with Apple by ticking the box next to their name and clicking on the button. 6/ Charts and data can be downloaded by choosing the top of the screen. option at the TIP: Use the icon? to access the help guide.

3 B. How to compare Apple with a company of your choice 1/Open Osiris and do a company name search for Apple as shown below and tick the box to select it from the results list. 2/ Do a company name search e.g. Microsoft and at the message shown below, choose to add it to your search. 3/ In the results list, tick both Apple and Microsoft and select from right hand menu and then choose 4/ Choose the data you would like to compare e.g Total Assets and Net Income and click on next. 5/ Then select the years you want to compare e.g and 2011 and click on next. 6/ Finally choose your output e.g.table or Bar chart etc and click on 7/ If you choose Table you will see the following results. Note that you can opt to export this table if you wish. Please log out of OSIRIS when you have finished so that another user may log on. Tip: If you need help whilst you are using OSIRIS, click on the question mark icon (?) at the top of the page to access the product user guide.

4 C. How to find an objective profile of Apple, with expert analysis Market research databases like Marketline and Passport provide company profiles and in-depth analysis. 1/ Use Marketline to find a profile for Apple Inc. 2/ A list of results is given beginning with industries, then companies, case studies, company news, financial deals and countries. 3/ Scroll down the page to companies and click on the link to Apple Inc. to open the report in HTML format. 4/ Select SWOT analysis from the menu on the right Note that if you want to print the report in full you can choose the Word or PDF options. D. Find industry reports relevant to Apple Inc.: use Marketline 1/ Return to the results list for Apple (by using the back button on the browser) to see industry reports, case studies and company news. Each section has further reports available by selecting the view all button. In the industry section see the report shown below for detailed analysis of the global computer retail market: Search Tip: To find industry report about computer technology in general (not exclusively Apple), choose from the menu bar and then refine using the options on the right to narrow

5 E. Find further industry reports: Keynote Keynote is a market research and business intelligence database covering the UK. 1/ To find industry reports relevant to Apple in the UK, choose to expand market research from the left hand menu and then market sectors. 2/ Choose Computing & IT from the list of reports to find Computer Hardware, Computer Services and Computer Software reports. F. How to find news on Apple Inc. Comprehensive news coverage can be found on Nexis. This database covers over 1,700 news sources from around the world. 1/ Put Apple in the first search box and choose company from the drop down box. 2/Click on 3/ In the next search box enter keywords. e.g. product development* and select major mentions. This ensures that your keywords are found either in the headline, lead paragraph or indexing. NB The asterisk *on development will look for the plural. 3/ In sources, choose major world publications. 4/ Specify date to previous 3 months. 5/ Click on. 6/ The results are shown in a list on the right of the screen and grouped by type on the left. Click on the blue text to read the full news report.

6 G. How to find a country risk report In order to fully understand a company and the market in which it operates, it can be useful to refer to the country reports in our market research databases. Marketline provides detailed country profiles and PESTLE reports and Passport provides additional detailed risk analysis. 1/ Select countries and consumers from the top menu and then economy, finance and trade 2/ Under analysis finder choose country briefing and click on Go to bring up a Results list. 3/ Filter results by Geography to select the country of your choice e.g. Croatia. Click on chosen country name to find the Risks and Vulnerabilities Report. Note that the report is spread over a number of pages. H. How to find country and lifestyle analysis In addition to the risk reports the consumer lifestyle profiles in Passport provide useful insights. 1/ In Passport select countries and consumers from the top menu and then consumer trends and lifestyles 2/ Under Analysis finder select geography to choose the region or country of interest e.g. Asia Pacific, then China. Click on Go to bring up the report. This session has introduced you to a selection of our databases. For a full list of management databases, please see our website: Contact details for your Management Librarians: Jane Hill and Helen Rhodes. Location: Library level 5, room 5.04, Phone: lismanlibs@bath.ac.uk