accessing the company overview - refinitiv...accessing the company overview key facts • use the...

2
Accessing the Company Overview KEY FACTS Use the Fundamental Overview to investigate more in-depth data relating to an individual company, its value in relation to its peers. Utilise key StarMine analytical models to assess the company you are interested in. Take advantage of numerous Factsheet templates which you can share with your colleagues or your clients. Pages are printer optimized. In the Eikon Search type in the company you are interested in. Select symbol OV eg: FB.O OV. Click on the Overview tab and select Fundamental. Your default display will depend on the job role you set on your first time login. Page name is indicated “Fundamental FOV” Download specialized Factsheets, printer optimized. Navigate in Eikon Search by using short cut codes, eg: FB.O FOV: SOV – Summary VOV – Valuation FOV – Fundamental TOV – Trading

Upload: others

Post on 25-Sep-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Accessing the Company Overview - Refinitiv...Accessing the Company Overview KEY FACTS • Use the Fundamental Overview to investigate more in-depth data relating to an individual company,

Accessing the Company Overview

KEY FACTS• Use the Fundamental Overview to investigate more in-depth data

relating to an individual company, its value in relation to its peers. Utilise key StarMine analytical models to assess the company you are interested in.

• Take advantage of numerous Factsheet templates which you can share with your colleagues or your clients.

• Pages are printer optimized.

In the Eikon Search type in the company you are interested in. Select symbol OV eg: FB.O OV. Click on the Overview tab and select Fundamental. Your default display will depend on the job role you set on your first time login.

Page name is indicated “Fundamental FOV”

Download specialized Factsheets, printer optimized.

Navigate in Eikon Search by using short cut codes, eg: FB.O FOV:

SOV – Summary VOV – ValuationFOV – Fundamental TOV – Trading

Page 2: Accessing the Company Overview - Refinitiv...Accessing the Company Overview KEY FACTS • Use the Fundamental Overview to investigate more in-depth data relating to an individual company,

TOP TIPS ON HOW TO USE THE APP• Type a company name or symbol in the Eikon Search.

Select Company Overview eg: FB.O OV, the default view is the Summary Overview.

• Use the ticker plus the following shortcut codes to view the key information for your job role in an instant. Just type into the Eikon search at top left:

– Summary Overview – General focus – Page Shortcut: FB.O OV – Valuation – Asset Management focus – Page Shortcut: FB.O VOV – Fundamental – Banking focus – Page Shortcut: FB.O FOV – Trading – Trading focus – Page Shortcut: FB.O TOV

• Scroll down the page to view the following data quickly and easily....

Corporate Information

Business Summary

Capital Structure

Key Ratios – Available for Financial Year or Calendar Year.

Price Performance – Select your required time periods for chart and add a benchmark.

Financial Summary – Historical and Forecast Mean. Hover over figures to see full values. Click on the ? icon to see definitions and Excel formulas.

News – current news headlines, Investor Briefs and Global Press. Click on required tab to view.

Latest Research – View latest Research based on your permissions

Growth – Choose to view EPS and Revenue. Click on tabs to select which one you are interested in. Hover over chart to see related data. See EPS Growth - Historical 5 years and Forecast Growth 18 Months, as well as Year on Year % Growth. Track compounded annual growth for 5 year or 10 year periods.

Recommendations – View Current mean recommendations.

Events – Upcoming and past

Ownership Summary

Top Investors – Institutional and Insider Stakeholders

Segments

Peers – Overview of peer performance over the last 12 months and forecast EV/EBITDA.

Last 5 Deals – Overview of the last 5 deals. Download related tearsheet. Click on tabs to select between M&A, Equity, Bond or Loans

• Access up to StarMine Analytical models to gain a better view of a company. Understand which models are giving bearish or bullish signals. Take a look at Highlighted Models or All Models by clicking on the relevant tab. Identify which companies need further investigation.

NEED HELP?You can contact us directly through Messenger using the Customer Support contact.

To learn more about the Fundamental Overview: By going to Help Menu and Help on Selected App.

You can access our entire blended learning offer on the Training site: training.thomsonreuters.com/

Visit financial.tr.com/eikon

For more information, contact your representative or visit us online.

© 2016 Thomson Reuters. S033011 04/16.

• Click on the model scores to navigate to the complete model view.

• Hover over the model and click in the ? icon to view an explanation of the model and the related Excel formula. Note: Excel formulas can be dragged and dropped into Excel. Just single click on the field and drag to Excel.

• Click on the PDF icon in the top right to access 4 different types of PDF reports. Easily share these with colleagues or clients to give them more of an insight into the historical performance and forward looking view of a company

Click on icon to view the model definition and Excel formula

Click on tabs to view Highlighted Models or choose All Models

Click model score to navigate to the full model and view in detail