Thomson ONE Banker Analytics: Worldscope and Investext

How to connect to Thomson ONE Banker Analytics
How to use Thomson ONE Banker Analytics
How to obtain Investext reports
How to use the Excel Add-In
How to obtain the Excel Add-In on campus on the pooled room network
How to obtain the Excel Add-In off campus or on office network machines on campus

Thomson ONE Banker Analytics platform with the Excel Add-In is available both on and off campus. You must use Internet Explorer to access it as you may not be able to see some features via Firefox.

Company financial information includes:

Accounts for over 28,500 active public limited (or equivalent) companies and 9,500 inactive companies (liquidated or acquired) in more than 55 countries covering more than 98% of the world's stock market value dating back to 1982. That is nearly all Public Limited Companies quoted on World Stock Exchanges. Accounting items are standardised to make inter-company comparisons feasible. Data originates from the Thomson Worldscope database.
Share price data for the companies dating back 10 years with Price Close, High, Low, Volume, Returns, Dividends, etc.
All leading Stock Exchange Indices.
Exchange rates for all currencies dating back 10 years are available.

Investext provides:

Research reports on companies, industries and countries written by top analysts at over 1,000 leading investment banks, brokerage houses, and consulting firms worldwide. There is no standard, guaranteed content for reports. See the notes below. Nearly 4,000 new reports are added each business day.
Company reports. Most, as a minimum, provide a share price rating and some might be only one page long. But they can be much more substantial. They often provide in depth analysis of finance but some evaluate companies and analyse their business, determine trends in an industry, identify major players in a market, give market share forecasts, examine the historical performance of a companies and SWOT analyses can sometimes be found. Particular initiatives, such as Tesco's move into the USA may be covered in depth. Analysts often have access to executives in companies and interviews with Chief Executive Officers can be included.
Industry reports giving an overview of the overall performance, competitive landscape and market are also available.Often extensive regular bulletins are provided.
Geographic and Investing/Economic reports provide commentary on the economies and markets in which companies and industries operate and again often extensive regular, even weekly, bulletins can be provided.
Most prestigious contributors include Merrill Lynch, Morgan Stanley, Credit Suisse, UBS, Deutsche Bank, J. P. Morgan, and Global Markets Direct.

The Excel Add-In:

Enables you to download financial data directly into Excel for further in-depth analysis and provides easy access to 75 pre-built reports, wizards and more:

Comps Wizard: quickly build comparable sets and view comparative reports ranging from financials to pricing to earnings.
Price Wizard: download price series for a single company or sets of companies.
Report Wizard: quickly build custom reports and download data into Excel for a single company or sets of companies.
PFDL (Premier Financial Data Language) formulas: recalculate data to build custom models, create custom items/expressions etc. (e.g. sales for one company can be retrieved or total assets for a set of companies).
SFDL (Set-Oriented Financial Data Language) formulas: retrieve data from a set of companies (e.g. sales of all companies in the database for one particular year).
TFDL (Time-Series Financial Data Language) formulas: download large time series data with one single code.

How to connect to Thomson ONE Banker Analytics

Using Internet Explorer, click on the URL: http://banker.thomsonib.com

This database does not use Athens authentication. Click on Login to Thomson One Banker in the top left corner.

You will be asked for a username and password which can be obtained from your PIP (Personal Information Portal) pages.

If you have difficulties please contact: businesslibrarians@brookes.ac.uk

How to use Thomson ONE Banker Analytics

Retrieving information is fairly intuitive. Note that nearly all of the data you retrieve can be loaded directly into Excel without the Add-In being used:

Company accounts and share price data: for basic data retrieval enter the name of the company you are looking for either in the Companies box (top left hand side), or in the Search box on the main page. Click on the company you require if more than one appears in the results list (generally UK companies have -LN for London at the end of their codes) and this will automatically display the Thomson Company Overview. Using the options under the Company Analysis tab on the left side you can select other display options such as Corporate Snapshot, Financials, and Ownership. Note that both Thomson and Worldscope company reports are available.
Selecting Prices can give you share price data for up to 10 years. Drop down menus at the top of financial reports enable you to change date periods, convert into other currencies, and download data directly into Excel. Note that it is possible to draw a variety of graphs.
Stock Exchange indices can be retrieved by clicking on the Indices tab on the left side. If you know the index mnemonic enter this in the Index box (top left side), otherwise click on the Index Lookup icon and enter the name e.g. FTSE 100.
Exchange rates and Economic indicators can be found by clicking on the Market awareness tab on the left side, then selecting either Currencies or Economics Data. Currency rates up to 10 years old can be retrieved for any frequency.
Targeting companies: create a targeted list of companies by status, location, financial criteria and industry classification. Click on the Screening & Targeting tab on the left side to display various search criteria.
News items on companies are updated daily by Thomson Financial News. Click on the News tab on the left side when you are looking at a company report.
Clicking on the Excel icon (X) on any screen loads the data directly into Excel.

How to obtain Investext reports

For Company reports follow the instructions at the top of the section above to look up and enter the quotation code for the company. Click on the Research tab in the left side obtain a list of reports on that company. Try to select the longer reports by the most prestigious companies (Morgan Stanley etc.) mentioned in the introduction above. Click on titles to obtain a contents list and click on the View button to obtain the pdf.
Otherwise you will have to enter a search yourself by clicking on the Conduct Research Reports Search tab that opens up under the Research tab when you click on it. It is quite difficult to explain in words how this works, so we have prepared a powerpoint presentation to explain it. This can be obtained by clicking on the following link (note that it is on the intranet so you will have to enter your Brookes username and password): https://www2.brookes.ac.uk/library/resources/thomsonpowerpoint.ppt

How to use the Excel Add-In

We have also produced a self-guided demonstration designed to give you a straightforward review of using the Add-In: http://www.brookes.ac.uk/library/business/ThomsonExcel.doc

Thomson produce a variety of more detailed guides:

Get to know the Excel Add-In tip sheet "The add-In was created to make it easier to perform analysis in Excel and enable users to get external data easily into their models. It has a number of functionalities and this tip sheet aims to take you through some of the most useful ones."

Company searching wizard "The searching Wizard in Excel enables you to create lists of companies which all pass a set of criteria which you define. It is a very useful tool when one is trying to identify market trends and which companies are performing under and over the market."

Tip sheet for building PFDL codes in Excel "The ability to retrieve data directly into Excel via the Banker Analytics Excel Add-In, enables you to create customized and flexible models which incorporate their own data and Excel calculations as well as data from external data sources."

Tip sheet for functions in PFDL "This tip sheet is based on the user already having full working knowledge of PFDL. It is aimed to show you a range of functions you can use to make your PFDL codes an even more important part of your modeling by increasing flexibility and functionality.

Tip sheet for advanced PFDL in Excel "Once you have become proficient and comfortable using PFDL functions you may come across more and more situations where you wonder if there are easier ways of doing things or if you could do more complicated requests to aid your analysis further. In this tip sheet we will discuss some more ways of using PFDL in models as well as some tips on how to make your codes more efficient."

Tip sheet for using and understanding SFDL functions "The purpose of SFDL functions are to make the handling of large lists of companies and large amounts of data more efficient. It is a supplement to PFDL codes and should be used when you want to download large amounts of raw data."

Tip sheet for using and understanding TFDL functions "The purpose of TFDL functions are to make time series more efficient. It allows you to download large time series with one single code, in contrast to PFDL, which you will need a code for each date."

How to obtain the Excel Add-in on campus on the pooled room network

Log on to the Brookes network, click on Start, All programs, select Library resources, then click on either:

Link to Thomson One Banker for Office - Excel 2003 version. When Excel has loaded, click on Tools, then Add-Ins and select the 3 Thomson Add-Ins, and then click OK. This will create an extra toolbar in Excel.

Link to Thomson One Banker for Office - Excel 2007 version. When Excel has loaded, click on the big round button in the top left corner, click on Excel options, then select Add-Ins. Click on the Go button next to Manage: Excel Add-Ins. You can then select the 3 Thomson Add-Ins and they will appear in the Add-Ins toolbar.

How to obtain the Excel Add-In off campus or on office network machines on campus

It will be necessary to download the Excel add-in to your own machine. The Add-In will appear as an extra toolbar on your existing version of Excel. You may prefer to take advice from your local IT advisor to do this.

Log onto the Thomson ONE Banker database using the instructions above. Click on the Tools tab on the left hand side and download Thomson ONE Banker (T1B) for Office. You may be asked for connection details when you attempt to open any of the Wizards - please enter the username and password details you used to access Thomson One Banker Analytics and click OK.