1/4 Using Bloomberg for basic security analysis 1. Equity analysis Using Figure 1 describes the instrument and write short introduction of a company that issued this security. What are the business activities of this company? Are you able to suggest its main competitors? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… Figure 1: Bloomberg screen for the equity Source: Bloomberg Tento projekt je spolufinancován Evropským sociálním fondem a Státním rozpočtem České republiky. 2/4 In Figure 1 you are able to find basic information about the company stock. What is the company current price (at 11:31) and if you have the budget of 10.000 USD how many stocks you can buy? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… What is the company market capitalization and how many shares have been issued, resp. what is the number of shares outstanding and what is the one year maximum and minimum? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… How is measured the sensitivity of the stock to the market and what is actual value of this sensitivity? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… Figure 2: Bloomberg screen for stock trading Source: Bloomberg Tento projekt je spolufinancován Evropským sociálním fondem a Státním rozpočtem České republiky. 3/4 In Figure 2 you can find information about stock trading. Write short text about company IPOs. ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… What is the primary exchange for security trading? ………………………………………………………………………………………………… ………………………………………………………………………………………………… Describe terms: Institutional Holdings and Top Holders, what is the situation in the analysed company? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… Obrázek 3: Bloomberg screen for capital structure Source: Bloomberg In Obrázek 3 you are able to find basic information about the company stock. Tento projekt je spolufinancován Evropským sociálním fondem a Státním rozpočtem České republiky. 4/4 In Obrázek 3 is capital structure of the company, describe it shortly. What are costs of particular capital level and the average costs? ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… ………………………………………………………………………………………………… References [1] Financial markets and institutions. Abridged 9th ed. Mason, OH: South-Western Cengage Learning, 2011. ISBN 05-384-8249-4. [2] BODIE, Zvi, Alex KANE a Alan J MARCUS. Investments. 9th ed. New York: McGraw-Hill/Irwin, c2011, 1 v. (various pagings). McGraw-Hill/Irwin series in finance, insurance, and real estate. ISBN 978-0-07-353070-3. [3] MISHKIN, Frederic S a Stanley G EAKINS. Financial markets and institutions. 6th ed. Boston: Pearson Prentice Hall, c2009, xxix, 714 p. ISBN 03-215-5211-3.