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Manav Jindal - Bloomberg D1

The Bloomberg Daily Report outlines key identifiers for stocks and bonds, including Ticker, CUSIP, ISIN, and SEDOL, which are essential for data analysis. It highlights the benefits of the Bloomberg Terminal for financial analysts, detailing its key functions and commands that facilitate real-time data analysis and decision-making. Additionally, the report explains the concepts of ADRs and GDRs, which enable U.S. and international investors to trade foreign stocks conveniently.

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7 views7 pages

Manav Jindal - Bloomberg D1

The Bloomberg Daily Report outlines key identifiers for stocks and bonds, including Ticker, CUSIP, ISIN, and SEDOL, which are essential for data analysis. It highlights the benefits of the Bloomberg Terminal for financial analysts, detailing its key functions and commands that facilitate real-time data analysis and decision-making. Additionally, the report explains the concepts of ADRs and GDRs, which enable U.S. and international investors to trade foreign stocks conveniently.

Uploaded by

manavj337
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Bloomberg Daily Report

Name: Manav Jindal

Batch: 2023-25

UID: 2023-2007-0001-0002

Date: May 20th, 2025

 Identifiers of Stocks
A list of basic identifiers of the Company or bond, which is used to select or work on
the data of the company of our choice:

1. Ticker – A short abbreviation (letters or letters + numbers) used to uniquely


identify a publicly traded security on a specific exchange.
E.g. AAPL- Apple Inc. on Nasdaq
2. CUSIP – A G-character alphanumeric code used in the U.S. and Canada
to identify stocks and bonds.
E.g. 037833100 for Apple Inc.
3. ISIN - A 12-character alphanumeric code used internationally to identify
securities.
E.g. US0378331005 for Apple Inc.
4. SEDOL – A 7-character alphanumeric code used in the UK and Ireland to
identify securities
E.g. 0263494 for Apple Inc.
 Benefits of Bloomberg
Financial Analyst and Data Analyst in IB are a few roles with high potential after
learning about the Bloomberg Terminal. As the Bloomberg terminal skill set is a Quality
skill for these requirements.

Key Objectives:

1. Conducting Equity, sector C company Analysis.


2. Covering key financial valuations C macroeconomic indicators.
3. Preparing determined Company/Sector-based reports with real-time data.
4. It is a tool for real-time financial data C research analysis.

For India, searching for any stock, we must search “IN” ticker code equity. For U.S.A
based companies you look for “IS” and for New York listed Companies look for “IN”.

 Notes:
1. In the case of Bonds, three dates are considered very important –
i) Issue/accrual date: The date from which the bond starts accruing interest.
ii) First coupon date: The date on which the first interest payment is made to
bondholders.
iii) Maturity date: The date on which the principal (face value) of the
bond is repaid to investors, and the bond ceases to exist.

 Know Your Keyboard


The Bloomberg Keyboard seems like an ordinary keyboard, but it is not like that; it
consists of various types of keys (which are colored according to their functions), like:

i. Green Keys are ‘Action key’


ii. Yellow keys are for Municipal Bonds and equity, etc. (Mortgage
Sector)
iii. Red Keys are for ‘Stop Action’

 Key Functions
In the Bloomberg Terminal, a function is a command used to access specific
financial data or perform analysis on securities, markets, or economic indicators.
Each function has a unique code (like FA for financial analysis or GP for price charts)
and provides targeted insights when combined with a security identifier. These
functions are vital for professionals as they simplify complex tasks, deliver real-time
data, and support informed decision-making. Their significance lies in helping
users analyse trends, compare valuations, track news, and manage investments
efficiently, making them essential tools in financial research and trading.

List of a few functions used in Bloomberg:


1. DES (Descriptions)

- It is the function used to get information about the selected company


regarding the chart pattern and other technical indicators, dividends,
management information, and corporate information.
2. CACS (Corporate Actions)
- A corporate action is an event initiated by a publicly traded company that
brings a change to its securities, such as stocks or bonds, and affects its
shareholders.

3. DVD (Dividend)
- This function is used for getting information about the dividend decision of
the company related to announcement, disbursement, etc.

4. FA (Financial Analysis)
- This function is used for fetching the precise financial statement information of
the company. Which is then used in further comparative analysis and common-
size analysis.
5. FV (Financial Valuation)
- This function is used for fetching important calculations regarding ratios
showing financial, profitability, liquidity, etc., from financial statement
information provided.

6. RV (Relative Valuation)

- This function is used for fetching information about the other companies
operating in the same sector as a selected company for peer-to-peer analysis.
7. GP (Graph Presentation)
- This function is used to access the Graph Price function, which allows users to
visualize the historical price chart of a security—such as a stock, bond, ETF, or
index.

8. TOP (Current Breaking News)


- This function helps in Sectorial News Globally

9. CN (Company News)
- This function is used to fetch company specific news from the events and
information provided on the instant basis, also comprises of news related
to its direct competitors.
10. WEI (World Equity Index)
- This function helps into monitor all the indices available all over the
world including American, European and Asian markets. Filtered
according to the requirement.

11. HELP (Customer Support C Help)


- This function is used in case we need any help.

12. EQS (Equity Screening C Sectorial Data)

13. ECST (World Economic Statistics)

 Homework
a) What is ADR C GDR?
American Depository Receipts (ADRs) are financial instruments issued by
U.S. banks that represent shares of foreign companies. They allow U.S. investors
to buy and trade foreign stocks in U.S. markets using U.S. dollars, making
international investing more convenient and regulated under U.S. laws.
Global Depository Receipts (GDRs) are similar instruments issued in
international markets, usually in Europe or Asia, and are used by companies to
raise capital from global investors.
GDRs are traded in major global exchanges and are typically denominated in U.S.
dollars or euros, offering wider access to international capital.

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