OSIRIS. Publicly listed companies worldwide ZEPHYR

Transcription

1 OSIRIS Publicly listed companies worldwide ZEPHYR

2 OSIRIS: Publicly listed companies worldwide OSIRIS is a comprehensive database of listed companies, banks and insurance companies around the world. In addition to the income statement, balance sheet, cash flow statement and ratios it contains a wide range of complementary information such as news, ownership, subsidiaries, M&A activity and ratings. Bureau van Dijk Electronic Publishing (BvDEP) aims to include all publicly listed companies worldwide on OSIRIS. Major unlisted companies are also covered if they are significant within their sector, or by special request. OSIRIS contains information on over 45,000 companies from over 140 countries including 34,000 listed companies and 11,000 unlisted or de-listed companies. The following features combine to make OSIRIS the definitive information solution for listed company information: Range of report formats - as reported and harmonised data Companies reports are presented in as reported and harmonised data formats in a variety of templates to maximise accuracy for both cross-border searching and in-depth analysis of individual companies. Specific templates are provided for banks, insurance companies and industrial companies to reflect the different configurations of their accounts. Similarly, different formats are provided for various accounting presentations around the world. In the reports, financial items can be drilled into to reveal their more detailed components, until ultimately, the raw data is uncovered. Alternatively, users can go directly to the report that contains their required level of detail. Key financials can be used for global searching, across OSIRIS. These can also be used in the analysis functions as well as the more detailed financials. Range of expert information providers for financials and complementary information A number of different information providers (IPs) supply companies financials, including a specialist supplier for banks and insurance companies, to offer optimum, accurate coverage. Complementary information, such as ratings, M&A activity, ownership, news plus how predictable the company s performance has been in terms of recommendations and EPS forecasts comes from a further 15 reputable companies to give a broader perspective for in-depth corporate research. Flexibility OSIRIS is easy and flexible to use for both expert and novice users. Advanced options include full Boolean logic, peer and statistical analyses and time series searching. Access can either be by annual subscription or a pay-per-view BvDEP credit account.

3 OSIRIS Publicly listed companies worldwide The reports and the information they contain To give an accurate presentation of individual company accounts, whilst providing a tool for cross-border searching, comparison and analysis, the accounts on OSIRIS are presented in seven templates in three main categories: industrial, banking and insurance. The different reports have multiple levels of detail and standardisation, including raw data. Consolidated and unconsolidated accounts are provided where possible. A default peer report instantly compares the company to its default peer group. An OSIRIS data guide describes the content and methodology in detail. Six different companies provide the financial information on OSIRIS. Fitch Ratings Huaxia Korea Information Service Reuters Teikoku World Vest Base Bank and insurance company financials worldwide Industrial financials China Industrial financials Korea Industrial accounts US plus additional accounts for non-us companies and financial institutions Industrial financials Japan Industrial financials worldwide Complementary information Complementary information is provided as follows: 2 Stock Data, collected by Fininfo, comprises security and price information, current and annual stock data, current and annual stock valuation and monthly, weekly and daily pricing series. The evolution of indices is included for comparison purposes. Companies can be identified by their inclusion on major stock exchange indices such as the FTSE 100 or CAC 40. National, regional and sector indices are provided by MSCI Barra covering developed and emerging markets for comparative analyses. Earnings estimates, provided by Factset/JCF, include number of estimates, estimates on earnings per share, P/E ratio estimates. Additional estimates include recommendations and forecasts on other variables and a synthesis of the brokers recommendations and evolution. The recommendations indicate Factset/JCF's presentation of the average of all the scores given by analysts. Edgar Online provides filings from the US SEC going back as far as New filings are added weekly. Ownership - BvDEP s internal research department compiles ownership information. This unique data can be searched by: ownership status, shareholders, subsidiaries and affiliates of selected companies. Ratings - OSIRIS provides ratings collected from the three leading rating agencies - Fitch Ratings, Moody s and Standard & Poor s. BvDEP news - This module contains information from a combination of leading news providers: The Financial Times newspapers and newswires, Dow Jones, Reuters as well as news and rumours of M&A activity from BvDEP's ZEPHYR database. Alerts can be set up to keep users informed of articles concerning companies or topics that are of interest. Broker performance - The retrospective analysis of brokers EPS forecasts and recommendations plus current predictions are provided by AQ Research. Industry research from Datamonitor, plus company profiles and SWOT analyses. Economic background information is provided by the links to the Economist Intelligence Unit's Country Profiles and Country Outlooks. Corporate actions, such as a company meeting, dividends or a change in listing status, are provided by Exchange Data International (EDI). Full colour scanned annual and interim reports are provided by Global Reports. Merger and acquisition information relating to the companies comes from BvDEP s specialist M&A data source, ZEPHYR. 3 In addition to the various cross-referenced national industry codes and business descriptions, ICB codes are applied to all the companies in OSIRIS, and are also used as a basis to determine the peer groups. 2 Some data items may not be included in the reports because they are not filed or cannot be published due to country specific legal restrictions 3 ZEPHYR is a BvDEP product that contains information on merger and acquisition activity -

4 Software copyright 2006 Bureau van Dijk Electronic Publishing Database copyright 2006 AQ Research, Bureau van Dijk Electronic Publishing, Datamonitor, Dow Jones, Economist Intelligence Unit, Edgar Online, Exchange Data International, Factset/JCF, Fininfo, Fitch Ratings, Global Reports, Huaxia, Korea Information Service, Moody's, MSCI Barra, Reuters, Standard & Poor's, Teikoku, World'Vest Base, ZEPHYR Working with the information OSIRIS has extremely flexible software for manipulating the results of searches - from simple graphs to advanced, tailored analysis. User-defined variables Users can create their own variables in addition to those supplied. These can be displayed in the company reports and can also be used for searching. Peer groups Companies can be compared against their peers using either the standard peer groups, or by using the search criteria to identify customised groups of companies. Integrated analysis options allow the creation of graphs and tables to analyse companies relative performances. Analysis matrix The segmentation function provides options for the creation of a matrix that displays a group of companies defined by two variables that can be specified. For example, the 100 fastest growing companies by profit can be displayed with turnover in rows and industry in columns. This can also be viewed graphically. Exporting Search results can easily be downloaded 4 to all popular formats - graphs can be saved for use in reports and presentations. Dynamic links All subsidiary and holding company reports are dynamically linked for fast access. The structure of an organisation can be illustrated in a tree diagram which can be navigated to access further structures. Users can access reports for companies that are too small for inclusion in OSIRIS via a BvDEP subscription or credit account. Alert service An alert service notifies users of changes to companies they have chosen to monitor. The alert system can also watch saved searches and indicate changes to the range of companies that comply with inclusion criteria. News and M&A activity can also be monitored. Add-in The Add-in function allows access to OSIRIS from within an Excel spreadsheet. Templates can be created that include figures from OSIRIS, incorporated with graphs and equations that have been created in Excel - allowing a customised, instant analysis of any company in OSIRIS. As the links are dynamic the data will automatically be updated as and when the report is updated in OSIRIS. Pre-defined templates are available for fast analysis. 4 Excluding ratings

5 OSIRIS can benefit company research in a variety of situations: Corporate finance and mergers and acquisitions Fast identification of targets for acquisitions or joint venture (M&A) In-depth research using as reported data Flexible peer group comparison Current news items, merger and acquisition activity, ownership and ratings supplement the financial information to help contextual analysis Equity research Comprehensive analysis and forecasting using the Add-in functionality Investment portfolio management Quick-to-create global investment portfolios that are simple to maintain and monitor Tax, audit and transfer pricing Flexible cross-border searching and peer group analysis Simple-to-customise detailed credit analysis templates OSIRIS for consultants Ideal for identifying peer groups for benchmarking and analysis Detailed cross-border industry analysis Flexible analysis of trends and markets Research department Appropriate for end users and information professionals, easy and expert searching with highly developed analysis options Competitive intelligence Fast identification of peer groups Graphical comparisons that can be included in reports Strategic planning Flexible analysis of industries and markets - compare specific companies' performances against MSCI indices Procurement Sophisticated searching for specfic identification of companies including activity and location Integral segment data for financial breakdown by activity Ideal for keeping track of suppliers and understanding their ownership structures Credit analysis Simple-to-create credit scoring templates that can incorporate as reported data OSIRIS in the academic environment Easy for end users to search and manipulate information Suitable for student and teacher research projects Ideal as tool for teaching international accounting practices

6 OSIRIS is created and produced by: Belgium Avenue Louise Brussels tel: fax: brussels@bvdep.com United Kingdom 10 Northburgh Street London EC1V 0PP tel: 44 (0) fax: 44 (0) london@bvdep.com France 7 Rue Drouot Paris tel: fax: paris@bvdep.com Germany Hanauer Landstrasse Frankfurt tel: 49 (69) fax: 46 (69) frankfurt@bvdep.com Netherlands Amsteldijk LH Amsterdam tel: 31 (20) fax: 31 (20) amsterdam@bvdep.com 24 Great King Street Edinburgh EH3 6QN tel: 44 (0) fax: 44 (0) edinburgh@bvdep.com Spain Palacio de Miraflores Carrera de San Jerónimo 15-2 Planta Madrid tel: 34 (91) fax: 34 (91) madrid@bvdep.com Switzerland Rue Charles-Sturm Geneva tel: fax: geneva@bvdep.com Slovak Republic Kutlikova Bratislava tel: fax: bratislava@bvdep.com Italy Via Zenale Milan tel: 39 (02) fax: 39 (02) milan@bvdep.com Austria Clemens-Holzmeister-Strasse Vienna tel: fax: vienna@bvdep.com Denmark Ny Oestergade Copenhagen K tel: fax: copenhagen@bvdep.com United States NY Information Technology Center 55 Broad Street, 14th Floor New York, NY tel: 1 (212) fax: 1 (212) newyork@bvdep.com Via Savoia Rome tel 39 (06) fax 39 (06) rome@bvdep.com Japan 9F Landic No.3 Shinbashi Shinbashi Minato-ku Tokyo tel: fax: tokyo@bvdep.com Singapore 16 Raffles Quay Hong Leong Building Singapore tel: fax: singapore@bvdep.com 725 Greenwich Street, 204 San Francisco, CA tel: 1 (415) fax:1 (415) sanfrancisco@bvdep.com Russian Federation Chernyshevskogo pereulok 5, bldg Moscow tel: fax: moscow@bvdep.com China Tower C1 Oriental Plaza 1 East Chang An Avenue Dong Cheng District Beijing tel: fax: beijing@bvdep.com South Korea Jinmee Paragon 836 Yeoido-dong 13 Yeongdeungpo-Ku Seoul tel: fax: seoul@bvdep.com bvdep.com