ブルームバーグ機能リスト-ターミナルで最も重要な機能

財務分析や調査を行う際に生産性、速度、効率を高めるには、ブルームバーグターミナルの使用に習熟していることが重要です。つまり、最も重要なブルームバーグの機能を知ることを意味します。

投資銀行で働いているかどうか投資銀行のキャリアパス投資銀行のキャリアガイド-IBのキャリアパスを計画します。投資銀行の給与、採用方法、IBでのキャリアの後に何をすべきかについて学びます。投資銀行部門(IBD)は、政府、企業、機関が資金を調達し、M&A(M&A)を完了するのを支援します。 、エクイティリサーチエクイティリサーチアナリストエクイティリサーチアナリストは、公開企業のリサーチカバレッジを提供し、そのリサーチをクライアントに配布します。アナリストの給与、職務内容、業界のエントリーポイント、および考えられるキャリアパスについて説明します。 、または資本市場の他の分野では、ブルームバーグターミナルを使用して、会社に関する過去の財務情報、株価、取引、債券/債券情報などを取得する方法を学ぶ必要があります。

ここでは、ブルームバーグターミナルで知っておくべき最も一般的で重要な機能、キーストローク、およびショートカットのリストを裏返しにまとめました。ブルームバーグの機能の習得は、優れた金融アナリストになるための鍵です。アナリストTrifecta®ガイド世界クラスの金融アナリストになるための究極のガイド。世界クラスの金融アナリストになりたいですか?業界をリードするベストプラクティスに従い、群衆から目立つことをお探しですか?TheAnalystTrifecta®と呼ばれる私たちのプロセスは、分析、プレゼンテーション、ソフトスキルで構成されています。

ブルームバーグ機能のリスト

ニュース

トップニュース機能は次のとおりです。

ショートカット説明用途
Nニュースメインニュースメニュー
トップニュース記事ニュース機能のフィルタリングされたビューは、BLOOMBERGNEWSからのその日のトップストーリーのヘッドラインを表示します
TOPCAトップニュースストーリーカナダニュース機能のフィルタリングされたビューは、カナダのブルームバーグニュースからのその日のトップストーリーのヘッドラインを表示します

NSEニュースアイテム検索カスタムニュース検索
NSE CNSカナダの株式市場カナダに限定されたフィルタリングされたカスタムニュース検索
NSEUSS米国の株式市場米国に限定されたフィルタリングされたカスタムニュース検索
NSEMNA合併と買収合併と買収に限定されたフィルタリングされたカスタムニュース検索
NSE OPNオープニングマーケット解説冒頭の解説に制限されたフィルタリングされたカスタムニュース検索
NSE US COSコーポレートニュース米国および企業ニュースに限定されたフィルタリングされたカスタムニュース検索
NSE BBEA収益のアップグレードとダウングレード

収益とダウングレードに制限されたフィルタリングされたカスタムニュース検索

幅広い市場の画面

上位の広範な市場スクリーニング機能は次のとおりです。

Original text


ショートカット説明用途
WEI世界の株価指数  

世界の株価指数のリアルタイムの価格とボリュームのデータを監視および比較できます。

WPEワールドP / E主要な株価指数全体の株価収益率などの主要な基本比率を監視および分析し、日中の指数レベルの比率をアナリストの見積もりや他の地域と比較できます。

ECO CAカナダ(および米国)の経済的リリース

リアルタイムおよび今後の経済リリース、商品、政府、中央銀行および業界データ、およびイベントの経済カレンダー。
ECST

国別の経済統計

経済データに組織とコンテキストを提供し、グラフィック形式と表形式を使用して複数のデータセットを分析できるようにします。

MOV

インデックス&インダストリーグループムーバー

選択したインデックスまたは他の株式グループの動きを促進する株式を表示します。

MA

合併/買収データベース

合併や買収のデータをリアルタイムで追跡および分析し、取引の種類、サイズ、アドバイザーなどのさまざまなディメンションで取引を簡単にフィルタリングできます。取引レベルのデータを見つけることもできます。さらに、比較可能なトランザクションを検索できます。

WFX

クロスカレンシーレートモニター

リアルタイムで為替レートの概要を示し、より良い監視のための価格設定時間に関する情報も提供します。

FXC

為替レートマトリックス

クロスカレンシースポット、フォワード、およびフィックスレートを監視できます。

RATC

格付け改訂モニター

最大10,000の発行体の現在および過去の信用格付けのリストを表示し、発行体の財政力とリスクの程度を反映するアップグレード、ダウングレード、およびその他の動きを追跡できるようにします。

BTMM

金利と債券市場

選択した国のすべての主要なレート、証券、および経済的リリースを表示します。

USSW

Treasury I Swaps Monitor pages

Provides current interest rate swap rates, along with government, agency, index, LIBOR, and futures markets rates, plus economic statistics.

FIT

Fixed Income Trading

Fixed income electronic trading platform for U.S. rates and a broad set of global sovereign debt.

WB

World Bond Markets

Monitor and chart sovereign bond yields, spreads, and historical performance on one screen, along with current yields, spreads and current rates' statistical deviation from averages.

CDR

Markets Calendar

Shows when markets are open/closed and when they are operating on a partial day schedule.

MMR

Money Market/LIBOR Rates

Displays a menu of real-time global money market rate monitors for comparison against composite prices, third party prices, and electronic trading prices.

SRCH

Corp/Govt/Convert Bond Search

Create customized lists of loans, government and corporate bonds, structured notes, municipal bonds, and preferred securities from the Bloomberg database.

CRVF

All  Yield  Curves – Treas/Muni/Corp

Allows to search for curves, filtering by asset class, and country/region and/or sector.

PICK

Muni Offerings

Monitor U.S. municipal bond market offerings, bids wanted, and reported transactions in one place.

Market Performance/Screening Tools

Market performance shortcuts include:

ShortcutDescriptionUses
BI

Bloomberg Intelligence

Sub-platform that provides research on industries, companies, and expert topics, delivering key data and interactive charting.

MOST

Most Active Securities

Displays different trading activity performance metrics of a specified security, such as Volume, Chg Up, Chg Down, Value, Delta AVAT, 52Wk Highs and 52Wk Lows.

FPC

Mutual Fund Ranked Returns

Allows comparing the returns and monitor the performance of a list of funds over a given period, and filtering by country, fund type, sector, and fund family name.

ECDR

IPO Calendar

Allows monitoring equity offerings by stage, region, industry, and other criteria.

PDF

Default Settings:  Graphs, News, Messages

Allows configuring service default settings all in one screen, including country/region, primary and secondary exchanges, news sources, and other defaults.

Company Screens

Bloomberg company screens include:

ShortcutDescriptionUses
DES

Corporate Description

Consolidated financial information for a specific financial instrument, such as a bond, loan, swap, index, futures contract, stock, warrant, option, fund, money market program, currency, or preferred security.

MGMT

Executives & Board Directors

Displays company management information about top-ranking executives and board members for a selected security.

CN

Company News

Filtered view of the News (N) function for a loaded security.

ISSD

Financial Overview

Displays the issuer description in the Security Description (DES) function for bonds.

RELS

Related Securities

Provides a comprehensive overview of a security's issuer, including company description and fundamentals, debt obligations, equities, and related financial instruments.

Fundamentals & Earnings

Fundamental and earnings research functions on Bloomberg are:

ShortcutDescriptionUses
FA

Company Fundamentals

Provides comprehensive financial information for a company, including historical fundamental data and future estimates, as well as aggregated fundamental data for global equity indices.

DVD

Dividends, Stock splits

Displays the history of a company's distributions. History includes cash dividends and other distributions, such as stock splits.

ERN

Earnings Summary

Allows for comparison of historical announcements for the stock against consensus estimates.

EE

Earnings Estimates

Provides a snapshot of aggregated broker earnings projections, surprise earnings data, and a summary of earnings history.

GE

P/E Graph - Valuation

Filtered view of the Graph Fundamentals function (GF), allowing for visual comparison of a company's fundamentals with those of other companies, indices, commodities, and economic data.

EM

Estimates  Matrix

Provides comprehensive earnings trend analysis for a selected equity, including an annual and quarterly breakdown of actual and estimated earnings trends.

ANR

Analyst Recommendations

Shows analysts recommendations for a selected equity and allows for monitoring of changes in opinion and analyzing the quality of analyst predictions.

PHDC

Institutional & Insider Holders

Menu that allows searching for holders whose trading activity may influence the price of a selected security.
CRPR

Credit Ratings

Allows for analysis of credit worthiness of a debt issuer or specific fixed income security by displaying both current and historical credit ratings from different ratings agencies in one screen.

CACS

Corporate Action Calendar

Displays a calendar of corporate and municipal actions for a single security, including events such as stock buybacks, capital changes, and distributions.

CF

Corp Filings – SEDAR/EDGARProvides access to publicly available filings for research purposes.

Today’s Markets

Recent events:

ShortcutDescriptionUses
GIP

Intraday Price Graph – up to 240 days

Visual time series analysis tool used to evaluate a security's intraday price trends for a period of up to 240 days.

QR

Time/Sales  (Quote Recap)

QR displays a quote-by-quote and trade-by-trade history for a selected equity.

BQ

Customizable  Company  Overview

Povides detailed quotes, valuation and earnings ratios, peer activity, consensus forecasts, past performance trends, and related news headlines for an equity, equity option, or fund.

BAS

Broker Activity Summary

Provides broker activity summaries for exchanges, preferreds, equities, commodities, futures, warrants, REITs, funds, ETFs, and bonds.

AQR

Average Quote Recap

Displays the Top Trades in the Price and Volume Dashboard (VWAP) function.

VAP

Volume At Price

Displays the Volume at Price tab in the Price and Volume Dashboard (VWAP) function.

TSM

Trade Summary Matrix

Displays the Trade Summary Matrix tab in the Price and Volume Dashboard (VWAP) function.

OMON

Customizable Option Monitor

Provides real-time pricing, market data, and derived data for exchange-traded call and put options for a selected underlying security in a customizable screen.

Comparative & Historical Analysis

Powerful Bloomberg screens for fundamental research:

ShortcutDescriptionUses
RV

Competitor  Relative Value

Allows performing relative valuation analysis on a security against comparable companies or examining the relative richness/cheapness of a bond.

COMP

Comparative Total Return

Allows comparing of returns of a selected security for up to five other selected securities, including its benchmark index and industry group (if available).

TRA

Total  Return  for 1 Security

Allows for calculation of the total return for a security over a specified period of time, using criteria such as price at horizon, commissions, and reinvestment rate.

GP

Historical Graphs/Table

GP and its related charts (GPC, GPO, GPF, GPL) and study functions (RSI, MACD, BOLL) are visual time series analysis tools used to put financial data into context.

GPO

Bar Chart

Displays the open/high/low/close chart view of the Price Chart (GP) function.

HP

Historical Price Table

Displays a security's price, yield, and/or volume plus the close, open, high, and low prices. The historical price table shows pricing and volume data for a security over a specified period of time.

SI

Short Interest

Allows reviewing short interest information for equity securities that trade on certain exchanges.

G

Custom Technical Charts

Allows you to create and organize all of your custom charts.

Index Analysis

For analyzing an index or indices:

ShortcutDescriptionUses
TRAY

Total Return

Displays the simple, annualized, and semi-annualized price appreciation of an index for 20 different time periods.

MOV

Index Movers

Allows analysis of the stocks that drive the movement of a selected index or other equity group.

MRR

Member Returns

Ranks the members of an equity index, basket, or portfolio by price appreciation or total return.

MEMB

Member Weights

Displays the members of an index and its current weightings, along with shares and price performance.

Download the Free Template

Enter your name and email in the form below and download the free template now!

Bloomberg in financial analysis

In addition to using Bloomberg functions on the Terminal, analysts also have to be good at integrating Bloomberg into Excel.

Analysts will often build custom formulas that pull data directly from the Terminal to their desktop where it can be integrated into financial analysis, financial modeling What is Financial Modeling Financial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. , and valuation work.

Below is a screenshot of the Bloomberg Terminal Bloomberg Terminal The Bloomberg Terminal (aka Bloomberg Professional Services) connects finance professionals to a dynamic network of information, people, and ideas. At the core of this network is the ability to deliver real-time data to finance professionals around the world. .

bloomberg terminal with bloomberg functionsSource: Wikipedia

Analysts are expected to be efficient at using the Terminal and need to be able to quickly pull information.

The most common professions to use this data provider are investment banking What do Investment Bankers do? What do Investment Bankers do? Investment bankers can work 100 hours a week performing research, financial modeling & building presentations. Although it features some of the most coveted and financially rewarding positions in the banking industry, investment banking is also one of the most challenging and difficult career paths, Guide to IB , equity research Equity Research Overview Equity research professionals are responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The Equity Research Division is a group of analysts and associates. This equity research overview guide , and sales & trading Sales and Trading Career Profile The sales & trading division (S&T) of an investment bank helps mutual funds, hedge funds, pension funds, etc. facilitate equities transactions (buy/sell). A career in sales & trading can be extremely strenuous with a very fast paced environment. The competition for positions is intense, compensation can be very high, .

Additional resources

Beyond this list of Bloomberg functions, there are many more tools at your disposal at Finance to become a world-class financial analyst. Finance is the official global provider of the Financial Modeling and Valuation Analyst designation FMVA® Certification Join 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari .

A good analyst will use Bloomberg in a variety of ways including:

  • Comparable company analysis Comparable Company Analysis How to perform Comparable Company Analysis. This guide shows you step-by-step how to build comparable company analysis ("Comps"), includes a free template and many examples. Comps is a relative valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business
  • Precedent transactions Precedent Transaction Analysis Precedent transaction analysis is a method of company valuation where past M&A transactions are used to value a comparable business today. Commonly referred to as “precedents”, this method of valuation is used to value an entire business as part of a merger/acquisition commonly prepared by analysts
  • DCF financial modeling DCF Model Training Free Guide A DCF model is a specific type of financial model used to value a business. The model is simply a forecast of a company’s unlevered free cash flow
  • IBES estimates IBES Estimates IBES (also known as I/B/E/S) stands for Institutional Broker’s Estimate System, a database that was created by the Lynch, Jones, and Ryan brokerage. This system basically compiles the analysis and forecasted future earnings of publicly traded companies. With the help of this database, users can see the different predictions, along with the forecasts of analysts.
Copyright ja.pharoskc.com 2021