Prepared by Low Jiaxin August 2015

Introduction to Bloomberg http://researchguides.smu.edu.sg/bloomberg

Exercise 1: Company research

A. Find Company Profile: View a description of Google

1. Search for Google in the command bar

2. In the dropdown options, click on “GOOG US Equity” under the Securities section

3. Enter DES into the command bar and hit <GO> to see an overview of the company

Tip: The command bar is not a search bar; wait for dropdown options to appear.

B. Export Company Financials: Find and export Google’s Balance Sheet

4. Use the command for Financial Analysis:

5. Click on the tab for Balance Sheet

6. Click on “Output” on the red bar at the top of the screen to export to Excel

Tip: You need to install the Excel Add-in before you can export from Bloomberg programme. Open Excel.

Go to: Start > Bloomberg > Install Excel Add-in. Restart Excel and the “Bloomberg” tab will be available in

the ribbon.

Exercise 2: Charting

A. Exporting a chart: Retrieve the 5Y price chart for Google and save the screen as JPG

1. Use the command for Price Graph: _______________

2. Click on the grey “5Y” button to view price for the last 5 years

3. Click on the screen export icon on the top right corner of the screen

4. Select “Save screen as file”

Tip: “Print Screen” sends the current screen directly to the printer. It should NOT be used for screenshots.

Tip: Click on the “Edit” button and “Table” button – what export options are available?

B. Adding more data: Chart Yahoo’s price and volume against Google’s in 2 line charts

5. Click on the grey “Security/Study” button around top right corner of the screen

6. Add Security: Enter “Yahoo” and select from the dropdown menu

7. Price will appear by default

8. Click “Add Field” and add volume information

9. Drag and drop Yahoo Volume data on the same panel as Google Volume data

10. Click on the pencil icon to configure chart style

Tip: Use “Add Study” to do further analysis of each field added, such as Moving Average, etc. Use “Browse”

to browse through different types of studies that can be done.

Prepared by Low Jiaxin August 2015

Other useful functions

1. HP: Historical price table (how do you export data from this page?)

2. RV: Relative value – peer group analysis/comparison

3. : Beta

4. : Research – Broker Reports

Exercise 3: Research portal

A. View latest research by sector: View research report by J.P. Morgan “Singapore Property:

Moving to a new high with High Park”

1. Go to the Research Portal:

2. Select to view “All Research” from the dropdown menu

3. Click on “By Sector” to view reports by industry

4. Use the “Page” button to customize the sectors available

5. How do I view report in PDF format?

Exercise 4: Screening

A. Screening for bonds: What Aaa (Moody’s ratings) bonds have been issued by companies

incorporated in Singapore?

1. Use the bond search function: SRCH <GO>

2. Add in criteria for “Country of Incorporation” and “Moody’s Rating”

3. View “Results”

B. Screening for equities: Screen for Singapore-listed companies with a revenue of S$800

million

4. Use Equity Screening function: <GO>

5. Add Criteria for Exchanges: Singapore

6. Add Criteria for “T12M Revenue > 800M”

7. View “Results”

C. Export: Add in a display column for Earnings Per Share and export results to Excel

8. Use the “Add Column” field to include additional information on T12M Earnings Per Share

9. Click on “Output” button on the red bar > Excel > All Securities to export to Excel

Prepared by Low Jiaxin August 2015

Exercise 5: Bloomberg Excel Add-In

A. Retrieve data for ticker via Excel: Using the list of tickers from Exercise 4 Part B, retrieve

data on last price and country of incorporation

1. Locate the “drag and drop” button at the top right corner of the screen, above the red bar

2. Click, drag and drop the list of tickers to Excel

3. In Excel, go to the Bloomberg tab

4. Place your cursor in the cell above and right of the list of tickers

5. Use “Find Fields” to search for Last Price and Country of Incorporation

6. Click “Apply”

7. Place your cursor in the cell above the list (i.e., in the corner of the ticker list and fields)

8. Click on “Populate Table” and wait for Bloomberg to retrieve results

Tip: Use the “Import Data” wizard to start building your spreadsheet from scratch. Make sure you are

logged in via the Bloomberg screen before using the Excel Add-In, otherwise data will not be retrieved.

B. Bonus exercise: Use the Bloomberg Excel Add-in’s in-built Equity Screening function to

repeat Exercise 4B - Screen for Singapore-listed companies with a revenue of $800 million

More training available

1. BU: Bloomberg University

Sign up for seminars conducted at Bloomberg offices. Filter for City and skill level. Register

using your own SMU email address.

2. BESS: Bloomberg Essentials certification programme

Create your own login at the Bloomberg start page. Start the BESS and view a series of

compulsory core videos and elective market sector videos. Take the exams and score at least

75% to pass the course. Please bring your own earphones or headphones and plug them into

the back of the Bloomberg keyboard to watch the videos.

Tip: For help, enter the <HELP> key once for an explanation of your current page, and twice to send your

enquiry to the Bloomberg Helpdesk. Remember to provide your SMU email address.