If you experience problems following these instructions, please go HERE to book an appointment or Contact Me
Load the Screener from the Eikon ribbon in Excel and use the left-hand panel to add your criteria
Try this search - Create a list of equities that fulfill the criteria for a medium sized enterprise and select those companies that were incorporated in Germany
Begin by changing the currency to Euros
Define what an ME is:
Add number of employees as your first criteria - less than or equal to 250
Turnover less than or equal to 50m Euro (Or Balance sheet total or Assets less than or equal to 48m Euro)
Country of Incorporation = Germany
Save your screen as MEs Germany
If you experience problems following this search, please go HERE to book an appointment or Contact Me
Building a Formula
Begin by defining you instruments
You can either use the Cell Reference Icon import information, in the form of tickers, ISIN codes, RICs etc., from a spreadsheet into Eikon and then add datatypes
OR
You can also type directly into the instruments search box: ticker codes, text, or lists/portfolios that you have previously created
OR
You can use the funnel icon which will allow you to create a list according to your own criteria (taking you to the Eikon screener to do so)
Try this search - Create a list of Indian Pharmaceuticals with an EPS growth of over 15%
Create you list of companies:
Click on the funnel icon
Click on equities and then on companies
Select the country link and search for India – add – OK
Click on the sector link and search for pharma – add – OK
Add a criteria – EPS Growth 5 Years – greater than 15% - search
Select all - Send and Create a list – close the screen
The instruments now appear in the box at the top
Add your Data items:
click once for a definition and then double click to add – these can also be dragged to reorder at the bottom of the page (either search for them or browse by category)
Make sure that you have clicked on the time series icon
Closing price, volume, market capitalisation, total assets - actual, total debt, price to book
For each data type, you can look at a description and also change the parameter
Click on Series to change the output parameters such as date range and to change the output scale (thousands, millions etc.)
Click on layout at the bottom of the page
Drag the labels to the rows and columns as appropriate
Look at the preview at the bottom of the page
Click on insert
If you experience problems following these instructions, please go HERE to book an appointment or Contact Me
Templates
Find templates in the Excel ribbon
Use the left hand panel to select by either categories or by asset class
You can search or browse by topic tags, e.g. ratings or ratios
Try this search -
From ratios, select Peer Analysis
Once it has loaded, look at the tabs running at the bottom of the workbook
Change the RIC from Thomson Reuters to Apple – you can use the Search icon for this
If you experience problems following these instructions, please go HERE to book an appointment or Contact Me