How to get financial data from companies?
Access the Orbis database to obtain financial data for international companies. Use Sabi if the companies are in Spain or Portugal. Once logged in, enter the name of the company in the search box. Then click on the name of the company that appears in the resulting list to get a standard report on that company.
Financial and risk solutions provided by Refinitiv Eikon provide information and analysis to the entire financial community also allowing for transactions, connecting investment and trade communities with financial and corporate professionals.
Bloomberg provides financial information services, surveying and analyzing the financial information of the markets in real-time, examining transactions of asset purchases and sales in the system.
How to retrieve financial data from countries such as exchange rates, monetary data, international liquidity, interest rates, prices, production, labor market, international transactions, public accounts, and population?
Access current ongoing forecasts of selected countries, exchange rates of their currency vs. the US dollar and euro, share prices, estimated interest rate, etc. from the perspective of the ABI/INFORM Global source, specifically through its Economist Intelligence Unit (EIU) ViewsWire section. Refer to the tutorial of ABI/INFORM.
The financial data from the IFM (International Monetary Fund) can be viewed in the IFS (International Financial Statistics) database, which is owned by Institution.
Accessing I/B/E/S from Thomson Reuters provides detailed and consensus estimates, offering up to 26 forecast measures, including GAAP and EPS pro forma, income/sales, net profit, pre-tax profit objectives, and operating profit; prices and recommendations. Use I/B/E/S Academic to explore consensus forecasts in detail from security analysts, including earnings per share, income, cash flow, long-term growth projections, and stock market recommendations.
Can public financial data be accessed, such as income, expenses, and taxes on income, profits, capital gains, wages, property, goods, and services, etc.?
Absolutely. Use the GFS (Government Finance Statistics) owned by the International Monetary Fund (IMF).
Wharton, in the Public Data database providing information on GDP, personal consumption expenses, gross domestic private investment, net exports of goods and services, government consumption expenditures and gross investment, gross domestic product, and personal consumption expenses.
Bloomberg provides financial information services by surveying and analyzing markets’ financial information in real-time, examining transactions of asset purchases and sales in the system.
How to find information about investments, securities, and more specifically on options and futures or about portfolio and product management?
Bloomberg can be used to manage currency risk with the following options: risk quantification, evaluate risk coverage strategies, comparing prices between the one offered by a broker and those offered by markets, improving transactions and managing the issue of obligations and risks interest rate risks; management of the supply and supply chain; etc.
Using ABI/INFORM Global, the Topic Paths option provides information on investments and securities. It also offers documentation on the following sections: funds, options and futures, markets and trades, performance measures, portfolio management, and products. Refer to the tutorial of ABI/INFORM.
CRSP SBF US Mutual Funds Database shows information about investment funds: summaries, daily returns, monthly returns, portfolio holdings, dividend fund, fund portfolio map, front and back charges.
How to acquire information on corporate finance?
The specific information can be obtained under the social capital section in the ABI/INFORM Global, and specifically in the Topic Paths option, with a focus on capital management (assets, structure, equity, leverage, current and current liabilities, etc.); corporate debt (cancellation, financing, debt management, and restructuring, mezzanine financing, liquidation, bankruptcy, etc.). Refer to the tutorial of ABI/INFORM.
Bloomberg runs a detailed quantitative analysis that can be used to manage exchange-rate risk with the following options: quantifying risk, evaluating risk coverage strategies, comparing prices between those offered by a broker and those offered by markets, improving transactions and workflow; managing cash, detecting adequate investments, controlling and analyzing portfolios and transactions; managing obligations issuing and interest rate risk; supply and supply chain management; etc.
Looking for information on suitable debt-to-equity ratio, benefit-cost ratio, cash flow, solvency ratio, market value, return on investment (ROI), and return on equity (ROE)?
Log into the ABI/INFORM Global and select Topic Paths to access this type of information under the financial behavior tab, and, more specifically, in the financial analysis and profit and loss sections. Refer to the ABI/INFORM tutorial.
Wharton in the Public Data database provides information on GDP, personal consumption expenses, gross domestic private investment, net exports of goods and services, government consumption expenditures and gross investment, gross domestic product, personal consumption expenditures, etc.
The ICAC (Instituto de Contabilidad y Auditoría de Cuentas) has authority regarding accounting planning and standardization nationwide, in addition to audit control. It also provides access to national and international regulations and account auditing.
Is there any information on credit management?
There is! Below are some of the topics in this section for which specific documentation can be found: seized assets, bankruptcy reorganization, billing, credit policies, and reports, among others. All this information can be checked in the ABI/INFORM Global, under the Topic Paths option. Refer to the ABI/INFORM tutorial.
In addition to the option mentioned above, the Bloomberg evaluation tool utilizes a quantitative analysis to assess the creditworthiness of commercial counterparties by using a single credit analysis model that calculates the credit adjustment on individual transactions to develop a clear credit strategy.
Use IFRS (International Financial Reporting Standards) to look for international standards on accounting activity.
Finally, access IAS Plus, a knowledge repository providing comprehensive information on international financial reports and the activity of the IASB (International Accounting Standards Board).
How to find information on risk management?
Access the ABI/INFORM Global and select the Topic Paths option to obtain the available documents on risk evaluation, aversion, exposure, management and risk sharing and, business and credit insurance. Refer to ABI/INFORM tutorial.
Use the Bloomberg resource to evaluate the creditworthiness of commercial counterparties. Use a single credit analysis model that calculates the credit adjustment in single transactions.
The financial and risk solutions provided by the Refinitiv Eikon resource offer both information and analysis to the global financial community and can also be used for transactions and interconnection of investment and trade communities with financial and corporate professionals.
How to look for information about the Chinese funds market?
With Country Reports, find statistics and country information, by region and publisher as well as country risks and forecast for Chinese business.
Other available resources worth using to find detailed information are SWOT Analyses and Economist Intelligence Unit (EIU).
IAS Plus can be used to read global news on accounting, sustainability reports, agenda, and summaries, prior to the meeting of the Interpretations Committee of the IFRS – accounting standardization between countries and the Shari’a Standards.
How can data be obtained on global markets?
With Ft.com – Markets, access data extracted from the Rating Agencies (Standard & Poor’s (S&P), Moody’s, and Fitch Group, etc.), in addition to data on stocks, currencies, commodities, commodities, and bond interest rates.
The databases in Wharton Research Data Services (WRDS) CRSP provide historical data on securities, primary listings on the NYSE, including Nasdaq and AMEX; stock market research, economic forecasting, stocks, indices, treasury, investment funds, and real estate; security prices. In addition, CRSP contains securities, yield, and volume security prices for the NYSE Stock Exchange and Nasdaq and AMEX listed companies.
Another portal to obtain data and market information is Refinitiv Eikon.