A Basic Guide to Datastream Suthawan Prukumpai, Ph.D. February, 2015
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1 A Basic Guide to Datastream Suthawan Prukumpai, Ph.D. February,
2 Contents Research process Thomson Reuters Eikon Thomson Reuters Thomson Reuters Datastream Some tips This manual teaches you the basic of the Datastream interface. Trial and error is the best way to learn Datastream 2
3 Research process 1. Research idea 2. Research design 3. Data collection 4. Data analysis Variables Data description Frequency Time period Data source etc Conclusion 3
4 Thomson Reuters Eikon 4
5 Getting started Q. Who produces Datastream? A. Thomson Reuters Q. Where can I find access to a Datastream terminal? A. Computer Lab on 7 th floor, please contact. Q. What kind of data will I find on Datastream? A. Mainly economic, company and financial data both historical and current. - Coverage is worldwide including Thailand. - Available frequencies are daily, weekly, monthly, quarterly and annual. 5
6 Getting started Data categories:- 1. Equities 2. Equity indices 3. Unit trusts 4. Investment trusts 5. Bonds & Convertibles 6. Bond indices & CDS 10. Commodities 11. Derivatives 12. Constituent lists 13. User created indices 14. User created local lists 15. User created time series 7. Economics 8. Exchange rate 9. Interest rate 6
7 Getting started Two main types of interface:- A. Thomson Reuters Eikon B. Excel add-ins Data coverage:- 1. Financial market: fundamental data, market indices 2. Company financial data (Worldscope) 3. Economic indicator (National government, OECD, IMF) 4. Earnings forecast (IBES) 7
8 A. Thomson Reuters Eikon Step 1. Double click on Thomson Reuters Eikon icon 8
9 B. Excel Add-ins Step 1. Double click on excel shortcut icon 9
10 B. Excel Add-ins Step 2A. Making request: Static request Editor: to edit multiple series 1. Select series from series navigator 3. Specify the date you want to retrieve 2. Select data type 10
11 B. Excel Add-ins Step 2. Making request: Static request 4. Refine result/ display options Embed: request is embedded as a dynamic, refreshable object. Transpose: display series data in row instead of column 5. Then submit! 11
12 B. Excel Add-ins Step 2B. Making request: Time series request Tick to get time series for each item 1. Select series from series navigator 3. Specify date 4. Select data frequency 2. Select data type 12
13 B. Excel Add-ins Step 2. Making request: Static request 5. Refine result/ display options Embed: request is embedded as a dynamic, refreshable object. Transpose: display series data in row instead of column 6. Then submit! 13
14 Examples 14
15 Example 1 Q. How to find the beta for a company? A. Betas are available as a static data, so you must retrieve data for a specific date 1. Data categories: Equities 2. Series: Siam cement 3. Request type: Single series Static data 4. Settings -> Data type search button: choose Beta 5. Select date 6. Click on Run now 15
16 Example 2 Q. How to find the price index of Japan Stock Exchange? A. Two main types of benchmark indices used; TOPIX and NIKKEI Data categories: Equity Indices 2. Find series -> Series explorer 3. Japan: Drill down to get indices; TOPIX and NIKKEI Data type: Price index (PI) 5. Setting and choose the frequency 6. Choose time period 7. Click on Run now 16
17 Example 3 Q. How to find PTT s total assets for year ? A. 1. Data categories: Equities 2. Find series: PTT (search by mnemonic) 3. Data type: total assets 4. Choose time period 5. Click on Run now 17
18 Example 4 Q. How to find inflation rate over year 2014 of Thailand? A. The inflation rate can be calculated from the changes in Consumer Price Index 1. Explore: Data categories: Economics 2. Find series: Consumer price (search by name) + Thailand (Market) 3. Request type: Single series Time series data 4. Data type: Default 5. Setting and adjust frequency to monthly 6. Choose time period 7. Click on Run now 18
19 Example 5 Q. How to find the price of crude oil? A. There are several kinds of crude oil benchmarks e.g. West Texas (WTI), Brent Crude, Dubai (Arab Gulf), etc. 1. Explore: Data categories: Commodities 2. Find series: Crude oil (search by name) 3. Request type: Single series Time series data 4. Data type: Price 5. Setting and adjust frequency 6. Choose time period 7. Click on Run now 19
20 Some tips 20
21 Some tips Commonly used data types:- Key data types: Dividend yield (DY); Earnings per share (EPS); Market value (MV); Price (adjusted) (P); Price index (PI); Total return index (RI); Turnover by volume (VO); Market to book value (MTBV); Number of shares (NOSH); Total assets (DWTA); Commonly used data categories:- Indices: SET (BNGKSET); SET100 (BNGK100); SET50 (BNGKS50); MAI (BNGKMAI) Economics: GDP (THGDP...D); MLR (THLOAN..); CPI (THCONPRCF) Commodity: Commodity (GSCITOT); Oil (OILWTIN); Gold spot (GSGCSPT) 21
22 Some tips There are three ways to use a mnemonic on an index. Example SET index 1. BNGKSET: If you leave the mnemonic like this, you will search for the values of the index itself. 2. LBNGKSET: If you type an L in front of it, you will search for all separate companies listed on the index. However, the companies that are listed on the index at the moment you are searching. 3. LBNGKSET0710: Now you can decide which composition of an index you would like to search by specify the date, e.g. July
23 Some tips If you cannot find some data categories or data type, please refer to other database for example; 1. International Financial Statistics (IFS): macro and financial statistics for each country 2. : Thai Bond Price & Yield Curve
24 Some tips You can also create your own list to facilitate your research. 1. Download the mnemonic of all data you need into excel. i.e. Create a list of Thai stocks whose ticker begins with A - Static request for LBNGKSET and then data type = local code (LOC) and name (WC06001) 24
25 Some tips 2. Click: Lists (Create from Range) 25
26 Some tips 3. To request data using your own list, click Select you own created list from here 26
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