ANALYSER USER GUIDE. McGregor BFA Version: 01 Copyright McGregor BFA

Transcription

1 ANALYSER USER GUIDE McGregor BFA Version: 01 Copyright McGregor BFA

2 Analyser The single access point portal for all your financial analysis requirements. Benefits Users enjoy a single, comprehensive source of historical data. The information provided helps to facilitate intelligent, investment decision-making. Portfolio optimisation opportunities are created. Features Published financial statements, dating back to Standardised financial statements history since 1971 (All standardisation is carried out by the Bureau for Financial Analysis). Full statutory information incorporating company structures and shareholding organograms. Summarised company-specific news, sourced from more than 40 local and international publications as well as JSE SENS. Access to financial ratios using standardised or published financials (User-defined ratios can be created using both sets of financial data). Financial modeling. Broker consensus reporting. Company fact packs extraction via the Excel Report module. Price data analysis. Technical charting application. Continuous database management. Full export functionality to Microsoft Word and Excel. Analyser User Guide Version: 01 2

3 Accessing Analyser Analyser is a web-based application. The URL for the product is: Once you enter this address in your browser Address bar, you will be presented with the screen image as above. This is the login screen. You will need to use your login name and password to access the database. Type in your relevant details and click on the Login button. NB: Please note that clients using IP Authentication will not need a user name and password to log in; you will be taken directly to the module page. Analyser User Guide Version: 01 3

4 The Module Page Once you have logged in, you will be taken to the module page where you can access the data by clicking on one of the following icons. The module page looks as follows: Analyser Modules Analyser User Guide Version: 01 4

5 The modules and their icons Analysis from 9 independent brokers on forward EPS and DPS projections. Company fact packs in 1 complete Excel Report. Financial models data and value performance indicators. Financial ratio analysis. Published and standardised financials as well as interim and prelim financials. McGregor BFA and JSE SENS news. Analyser User Guide Version: 01 5

6 Price data, trades and transactions and market capitalisation data. Full statutory information incorporating company structures and organograms. Technical analysis charting tool. Build, manage and edit your portfolios. Analyser User Guide Version: 01 6

7 LAYOUT OF A MODULE PAGE Quick navigation options Report selection options Send Feedback Function Submit or Clear All functions Analyser User Guide Version: 01 7

8 LAYOUT OF A REPORT PAGE Change instrument function Quick navigation, report export and feedback options Hyperlinks to report sections Graphic with full copy and paste function on the mouse right click button Send Feedback Function Analyser User Guide Version: 01 8

9 ANALYSER STATUTORY COMPANY INFORMATION This module allows you to browse statutory company information for listed and delisted companies with both textual and graphical outputs. Layout of the statutory module page Analyser User Guide Version: 01 9

10 Example of a statutory report page Analyser User Guide Version: 01 10

11 ANALYSER FINANCIAL STATEMENTS COMPANY INFORMATION This module allows you to browse listed and delisted company financials consisting of annual published and standardised financials as well as interim and preliminary financials. Layout of the financial statements module page Analyser User Guide Version: 01 11

12 Example of a financial statements report page Analyser User Guide Version: 01 12

13 ANALYSER FINANCIAL RATIOS COMPANY INFORMATION This module allows you to browse financial ratios for listed and delisted companies and the available ratios include general ratios, growth ratios, cash flow ratios and user defined ratios. You are able to look at textual, rank and search and graphical information for all the available ratios. Layout of the financial ratios module page Analyser User Guide Version: 01 13

14 Example of a financial ratios report page Analyser User Guide Version: 01 14

15 ANALYSER FINANCIAL MODELS COMPANY INFORMATION This module allows you to browse financial models as well as value performance indicators for listed and delisted companies as well as certain models for indices. Financial models module page layout Analyser User Guide Version: 01 15

16 Example of a financial models report page Analyser User Guide Version: 01 16

17 ANALYSER NEWS COMPANY INFORMATION This module allows you to search for listed and delisted company news using McGregor BFA news, JSE SENS news or both. This module also allows you to search for specific keywords in articles and the keyword will be highlighted in RED, in the article, once it has been opened. News module page layout Analyser User Guide Version: 01 17

18 Example of a news report page Please note that you are able to view multiple articles at once using the check boxes below which also then enables you to export multiple articles. NB: Please note that some articles that are highlighted in red are to do with the release of financials such as published annual financials as well as interim and preliminary results. When viewing such an article there is a direct link to the financials for that company. Analyser User Guide Version: 01 18

19 An example of a news article with the link to the financial report NB: Please note that there is also a link to the last 10 news briefs and the last 10 sens briefs as indicated above. Analyser User Guide Version: 01 19

20 Below is an example of a keyword that is highlighted in RED, inside an article when performing a keyword search within the Analyser news module. Analyser User Guide Version: 01 20

21 ANALYSER PRICE DATA COMPANY INFORMATION This module allows you to browse price data and yields, trades and transactions as well as market capitalisation data for listed and delisted companies, indices, other JSE instruments, safex, bonds and international data instruments. Price data module page layout Analyser User Guide Version: 01 21

22 Example of a price data report NB: Please note that by clicking on any of the graphs, the graph expands into a new window with an exploded chart and additional options. Analyser User Guide Version: 01 22

23 An example of an exploded chart NB: Please note that you are able to add additional markers and a maximum of 5 additional instruments to the graph as well as change the data frequency. A link to the price history table is also available. Analyser User Guide Version: 01 23

24 An example of an exploded chart with additional markers and instruments NB: You will notice additional markers above like news articles as well as additional graphed instruments. By hovering your mouse pointer over a news marker, it allows you see the news headline or clicking on it will expand the article and allow you to read it. Analyser User Guide Version: 01 24

25 An example of reading a news article on the graph Analyser User Guide Version: 01 25

26 An example of a market capitalisation report NB: Please note that you can click on one of the images to enlarge it. Analyser User Guide Version: 01 26

27 An example of an enlarged market capitalisation image NB: Please note that the enlarged image will show you additional information as shown above. You are also able to save, print, send this image in an or open your my pictures folder from the image toolbar that pops up above. Analyser User Guide Version: 01 27

28 ANALYSER BROKER CONSENSUS COMPANY INFORMATION This module allows you to view broker consensus information for listed and delisted companies. Consensus is done by 8 contributing brokers namely: Barnard Jacobs Mellet Citigroup Smith Barney Credit Suisse Deutsche Bank First South Securities Nedbank Sasfin UBS Warburg Broker consensus module page layout Analyser User Guide Version: 01 28

29 An example of a broker consensus report NB: Please note that you are able to see additional broker information above in 2 places by simply clicking on the links. Analyser User Guide Version: 01 29

30 Contributing brokers information This will allow you to browse all the companies that each broker does consensus for. By clicking on one of the companies in the brokers list it will allow you to see the broker consensus report for that individual company. Analyser User Guide Version: 01 30

31 ANALYSER EXCEL REPORT COMPANY INFORMATION This module allows you to build an Excel fact pack of information for listed and delisted companies that gives you comprehensive financial information about that company. Excel report module page layout NB: Please note that you have the option to either build the report in real-time or you can have the report ed to you as per the options above. If you chose to build the report in real-time it will take approximately 5 minutes depending on your internet connection speed. Analyser User Guide Version: 01 31

32 An example of a completed Excel company report NB: Please note that you have can access the different parts of the Excel report by either clicking on the hyperlinks or the tabs in the report as indicated above. Analyser User Guide Version: 01 32

33 ANALYSER TECHNICAL CHARTS COMPANY INFORMATION This module allows you to perform technical analysis, for listed and delisted companies, indices, other JSE instruments, safex, bonds and international data instruments. Technical charts module page layout Analyser User Guide Version: 01 33

34 An example of the technical charts application NB: Please note that you have will have to have Java software installed on your PC in order to use this module correctly. There is also a full PDF document available to download explaining the applications functionality as indicated above. Analyser User Guide Version: 01 34

35 ANALYSER PORTFOLIOS MANAGER The Analyser portfolio manager will allow you to build and manage your portfolio that you will then be able to use within all the modules of the Analyser product. Portfolio manager page layout NB: Please note that you have will first have to add a portfolio as indicated above. Click on the GO button to get the process of building a new portfolio started. Analyser User Guide Version: 01 35

36 First you will need to give portfolio a name, type in the selected name and click on the SUBMIT button as indicated below. Naming your portfolio You have now given your portfolio a name. Click on the name of your portfolio to now add companies to it. Analyser User Guide Version: 01 36

37 Adding companies to your portfolio You can access the companies you would like to select either by the sector or by selecting one of the letters of the alphabet that will then list the companies for that letter. Once you have found the company you are looking for you can click on the add button and the company will be added to your portfolio. Analyser User Guide Version: 01 37

38 Companies added to your portfolio You have now successfully added companies to your portfolio and can now use your portfolio within the modules of the Analyser product. If you need to delete companies from your portfolio you can use the delete function as indicated above. Analyser User Guide Version: 01 38

39 McGREGOR BFA HELPDESK AND CONTACT INFORMATION 24 Hour Helpdesk 08h00 17h00 Anneline Dalais h00 17h00 Tamara Sabani h00 17h00 Kholofelo Mabolabola Contact Information Management Team Llewellyn Du Randt Operations Manager Prof Leon Brummer Manager: Content Craig McRobert Manager: Product and CRM Divisions Sandy Kerkhove Manager: Sales Customer Relations Department Rowan Pretorius Technical Consultant Wilnadene Adolph Customer Relationship Consultant Lorna van Nus Customer Relationship Consultant Bontle Nkgau Customer Relationship Consultant Lauren Lombard Customer Relationship Consultant CT Sales Department Andries Strydom Account Manager Pierre Wolmarans Account Manager Khathutshelo Mulaudzi Account Manager Analyser User Guide Version: 01 39