EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per...

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EMIS USER GUIDE

Transcript of EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per...

Page 1: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

EMIS USER

GUIDE

Page 2: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

1. SEARCH BAR

2. SOURCES – EDITOR’S

CHOICE

3. COUNTRY ANALYSIS

4. INDUSTRY ANALYSIS

5. COMPANY ANALYSIS

6. DEALWATCH (M&A)

Page 3: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

1. SEARCH BAR

I. FILTERS

II. BOOLEAN OPERATORS

III. TIPS

IV. EXAMPLE

Page 4: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. SEARCH BAR: FILTERS

Boolean Search: Incorporate Boolean operators (AND, OR, NEAR10…) into search strings

See slide 6 for a list of operators

Category “Shortcuts”: Switch between News, Reports, Statistics, etc. to search within that category only

Basic Filters: Date Range Country Selection Content Language

More Filters: Sources, i.e. Publication Name Industries Topics, e.g. FDI, Political, EU, etc. Source Types, e.g. Brokerage Houses, Newspapers, etc. Content Types, e.g. News, Ratings, etc. Document Format

Page 5: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. SEARCH BAR: FILTERS CONT.

Category “Shortcuts”

Filters

Page 6: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

II. SEARCH BAR: BOOLEAN OPERATORS

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Page 7: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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III. SEARCH BAR: TIPS

Use “Search Title Only” or “Search Title and Abstract Only” to ensure keywords bring out the most relevant results

For reports:

Select “Country/Regional” reports to get country specific results. All countries are

tagged to reports classified as “Global” Switch between “Broker” and “Non-Broker Research”

Sort by “Newest” content to receive the most recent results or by “page count” to receive the most comprehensive reports at the top

See next slide for example

Page 8: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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IV. SEARCH BAR: EXAMPLE – REPORTS ON BANKING IN POLAND

Boolean Search String

Page 9: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

2. SOURCES

EDITOR’S CHOICE

Page 10: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. SOURCES – EDITOR’S CHOICE

Most popular/trusted source selection per country/region recommended by EMIS content

team

Local and Global sources available in 15 languages

Can be sorted by:

Content Type – News, Reports, Data

Category – Company, Industry, Country

Publication Name – Alphabetical Order

Page 11: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. SOURCES – EDITOR’S CHOICE

Page 12: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

3. COUNTRY ANALYSIS

I. CONSENSUS FORECAST

II. COUNTRY RISK RATINGS

Page 13: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. COUNTRY ANALYSIS: CONSENSUS FORECAST

Macroeconomic forecast data per country

“Consensus” = market average forecast

“Individual Forecasts” = forecast by financial institution (global and local)

Exportable to Excel

Page 14: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. COUNTRY ANALYSIS: CONSENSUS FORECAST CONT.

Page 15: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. COUNTRY ANALYSIS: COUNTRY RISK RATINGS

Country Risk Ratings (Political, Economic, etc.) provided by Dun & Bradstreet + ratings methodology explained

Country Risk Reports provided by Dun & Bradstreet

Exportable to Excel

Page 16: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. COUNTRY ANALYSIS: COUNTRY RISK RATINGS CONT.

Page 17: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

4. INDUSTRY ANALYSIS

I. COMPARE TRENDS

II. BENCHMARK

Page 18: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. INDUSTRY ANALYSIS: COMPARE TRENDS

Top 4 companies’ performance vs. overall industry trend

Edit trends:

Update selection of companies compared

Update selection of parameters compared

Time range, currency, etc.

Exportable to Excel

Page 19: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. INDUSTRY ANALYSIS: COMPARE TRENDS CONT.

Page 20: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. INDUSTRY ANALYSIS: BENCHMARK

Industry performance over a 5-year time period

Balance Sheet, Income Statement, Cash Flow

Company rankings based on 26 different financial criteria

Exportable to Excel

Page 21: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. INDUSTRY ANALYSIS: BENCHMARK CONT.

Page 22: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

5. COMPANY ANALYSIS

I. QUICK SCREENER

II. FINANCIALS + SIMILAR

COMPANIES

III. CREDIT ANALYTICS

Page 23: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. COMPANY ANALYSIS: QUICK SCREENER

Company profiles within a specific country/region and industry

Sort by: operational status, city, listed/unlisted, total assets, revenue, etc. (more filters

available in Advanced Screener tool)

Exportable to Excel (“Search” at the bottom of the page to retrieve results and download)

Page 24: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. COMPANY ANALYSIS: QUICK SCREENER CONT.

Page 25: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. COMPANY ANALYSIS: FINANCIALS + SIMILAR COMPANIES

Financials:

Income Statement, Balance Sheet, Cash Flows, Ratios, Multiples Local (country’s standards) or global standard (EMIS’ standardised template

enables to compare financials across geographies) Choose currency, individual/consolidated financials, etc.

Similar companies = compare financials amongst competitors

Exportable to Excel

Access through company profile

Page 26: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. COMPANY ANALYSIS: FINANCIALS

Company profile

Page 27: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. COMPANY ANALYSIS: SIMILAR COMPANIES

Company profile

Page 28: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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III. COMPANY ANALYSIS: CREDIT ANALYTICS

Financial Score = company rating + performance based on internal financial strength and the result of industry benchmarking

Benchmark Score = company rating + performance against its peers/industry

EMIS Trend Score = internal financial strength of the entity

Credit Quota = maximum credit exposure recommendation

Page 29: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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III. COMPANY ANALYSIS: CREDIT ANALYTICS CONT.

Page 30: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

6. DEALWATCH

I. DEAL DATABASE

II. DEALMONITOR

Page 31: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. DEALWATCH: DEAL DATABASE + DEALMONITOR

Deal Database = Historical M&A data

Deal Monitor = Rumoured M&A/ECM deals

M&A/ECM deals from $1million

Click on “Deal ID” to view more in formation on the deal

Page 32: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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I. DEALWATCH: DEAL DATABASE

Page 33: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

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II. DEALWATCH: DEALMONITOR

Page 34: EMIS USER GUIDE Uni User Guide Asean.pdf · Most popular/trusted source selection per country/region recommended by EMIS content team Local and Global sources available in 15 languages

CONTACT:

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Peggy Chan

Account Manager, ASEAN

Suite 5-3 & 5-3A, 5th Floor, Wisma UOA II, No.21 Jalan Pinang,

50450 Kuala Lumpur, Malaysia

t: +603 2166 9921 ext 177 | m: +6012 9987 822

e: [email protected] | w: www.emis.comFollow us: LinkedIn | Twitter | Facebook |

Follow us: LinkedIn | Twitter | Facebook | Blog

Watch our: EMIS Video