Bloomberg Equity Analyst Training

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Puneet Saxena Application Specialist - Equities

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Equity Research Analyst

Sell-side/Buy-side business model overview Sell-side/Buy-side analyst Objectives • Idea generation through content generation • Support sales and trading with idea generation • Be recognized by II Output • In depth analysis of companies - Initiation Reports, Sector Reports • Updates when events occur - Earnings Updates, Macro events • Outlook pieces, Industry Primers • News reports, Comp sheets

Challenges a. Accuracy of data - Incorrect data is loss of reputation b. Idea generation (internal and external) – Generate alpha in a competitive market c. Time – Time spent on analysis should be > Time spent for data gathering d. Relevant and timely news – Beat the street/ Sector tracking

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Research Analyst – Daily Workflow & Bloomberg

News Monitors for Alerts Daybook – Ahead of the market SALT – Brief news in the mailbox Idea Generation EQS – Screening for Ideas NRR – News for idea generation BI – Bloomberg Research, Idea Sharing RES – Broker Research Tracking & Monitoring EVTS – Events Tracking MYE – Tracking Stocks Internally Launchpad – Monitoring Relevant Information Real-Time G – Charting Communication Tools and Others DASH – Finding relevant Contacts TMSG – Internal/External Communication DDIS – Debt Distribution CACS – Corporate Actions RMAP – Relationship Mapping BMAP – Commodity Maps

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Market Monitoring – Bloomberg Launchpad

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Industry Research Banks - BI

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Banks – Debt Scoring Model

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Banks - Events Tracking

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ICICI Bank - Charting

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ICICI Bank - Relationship Map

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Appendix

About the Author Puneet Saxena is currently been working as an Equity Specialist with Bloomberg since November 2013. Prior to his current role in Bloomberg, he worked as an Equity research analyst with Nomura/Lehman for 5+ years covering Telecoms and Metals & Mining sectors. Puneet has an MBA in Finance from IIM-Lucknow and is a CFA L3 candidate for 2014. Disclaimer Neither Bloomberg nor any of its affiliates, its directors or its employees accept any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein.