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For UK companies
In Fame, the date of incorporation in the Company report, under the Legal & accounts information section.
For US companies
Use Field-Ritter Dataset of Company Founding Dates (Firms going public in the US 1975-2014, last updated 14 April 2014)
For companies in any country
In Datastream, Use a Static Request and the Worldscope datatypes:
- WC18272 – Date Company Founded
- WC18273 – Date of Incorporation
There are many relevant sources for working papers, including:
- Manchester Business School (MBS) Working Papers (2001 onwards)
- Bank of England Working Papers
- Cambridge Judge Business School Working Papers
- Cambridge Centre for Financial Analysis & Policy Working Papers
- EBSLG Working Papers European Business Schools Librarians’ Group (EBSLG) Working Papers
- Harvard Business School Working Knowledge Working Papers
- IMD (International Institute for Management Development) Working Papers
- IMF (International Monetary Fund) Working Papers
- London Business School Faculty Research Working Papers
- NBER Working Papers (the National Bureau of Economic Research)
- SSRN (Social Sciences Research Network) eLibrary and Partners in Publishing (papers by publisher)
- Wharton Financial Institutions Center
- Olin Business School’s Links to Working Papers in Business
- Business Source Premier (EBSCO): choose Document type of Working Paper
- EconPapers provides access to economics working papers
A common request in Thomson Reuters Datastream is to get all the companies in a particular country except for a few sectors. Previously, the Criteria Search function provided an easy way to this. Since Criteria Search is being phased out (it is not compatible with Internet Explorer 11), we have been looking at alternative approaches to some of these data requests. This example shows you one.
New request table
In this example, I have chosen the list WSCOPEUK which is a contituent list of all active, dead and delisted UK companies (over 5,000 in size). You may wish to try this approach out with something smaller first, such as LFTSE100 for the constituents of the FTSE 100 index.
The Request Type is TSL (time series for a list) and the Datatype is WC04225 (Extraordinary Items), from 01/01/2013 to 01/01/2015. The trick here is to choose Transpose and to include a custom header of the static datatype INDM4, which is the Level 4 Industry Name, with DS Code and Name as optional extras (so Format is HRCTF:INDM4,DSCD,NAME).
Custom headers were introduced in a previous post. Again, try this out with a small date range before you are happy with the output format.
Insert Excel table
Select the output results worksheet Sheet1.
Assuming you used Transpose in the Datastream request, there will be a row containing the headers such as Name, Industry Level 4 Name, DS Code and each date period (2013, 2014 and 2015 in this case). You can filter out certain rows by selecting the data from this row to the last row with content and choosing Insert > Table from the Excel menu (and tick “My table has headers”). Here, I selected cells A4 to G5331.
A filter icon appears at the top-right of every column. Click it in the industry column and untick the industry you wish to exclude (e.g. Financial Services(4)). Assuming you have the DS Code variable, you can now select cells from that column to create a new list and continue your research.
Datastream has a Worldscope constituent list for companies (equities) in most countries except the United States (which would be too large a list to use). These can be found in the Datastream Navigator by typing WSCOPE in the simple search box. A different industry classification may be required for some countries.
Definition of Insider Trading (from Investopedia):
The buying or selling of a security by someone who has access to material, nonpublic information about the security.
Companies in any country
- Search for the company you want.
- Click on the Company Analysis > Ownership folder, and select Insider Holdings or Insider Transactions report.
- Click “Click here for full history” for historic holdings (older than 24 months).
Use Capital IQ
- Search for the company you want.
- On the long menu down the left, choose Investors > Public Ownership, then the Insider Trading tab.
- Only the last 12 months are available.
Use Bloomberg (available in the Finance Zone and Precinct Library)
- Try Bloomberg function PHDC for a specific company (e.g. VOD LN <F8> PHDC <GO>) and select Insiders, sorted by size.
- You can also look up the biographies of executies/directors (BIO) and then choose Reported Holdings.
- For stocks that have experienced the most purchases and sales by insiders, type: INSD and hit Go. Use the fields at the top of the screen to select country, time period, type of transaction. Click on a stock to display a graph of its historical prices with date of insider transactions.
- For more info, type: insider and hit the green Help key <F1>.
Companies in the U.S. only
- Choose Thomson Reuters database, and then Insiders Data. Search by company ticker. Check the variables you want in your report.
For current annual reports, a company’s website is often the quickest and easiest option.
Databases that The University of Manchester subscribes to:
- PI Navigator: Include Annuals / 10K / 20-F (Company Reports and Accounts) in search criteria or select Perfect Filings tab and include Document Type UK Annual Reports or similar depending on your search.
- Mergent Archives: Select Search Mergent Achives for annual report search
- Thomson Research: Quick Company Search: and Content Profile, Filings
- Thomson ONE.com: Annual reports are under Filings tab
Annual reports websites
Try EDGAR for reports filed with US SEC.
For Equities and Indices:
Type the stock’s ticker symbol then hit [EQUITY] and hit <GO>
Choose: GIP – Intraday Price Graph
You can change the date and the time interval.
Type the index symbol then hit [INDEX], and then type GIP or GIT and hit <GO>
For example, to get intraday price intervals for the S&P 500:
SPX [INDEX] GIT and hit <GO>
Note: limited historical intraday data is available approx 900 trading days for GIP and 50 trading days for GIT.
For US stocks, go to Wharton Research Data Services (WRDS) TAQ (New York Stock Exchange Trade and Quote, or NYSE TAQ.
For historical (1983-1992) NYSE and AMEX tick-by-tick data and for historical NASDAQ (1987-1992) tick-by-tick data, click on ISSM – Institute for the Study of Security Markets
TICKDATA provides a commercial service offering intraday data from the UK and other exchanges.
Finally, Thomson Reuters Tick History database offers global intra-day Time and Sales, Time and Quotes and Market Depth content from the 1st January 1996 for an extensive range of Equities, including their derivatives. Access to this resource is limited; please contact us.
In seeking out ratios for companies I would be reluctant to use free web-based services. The University of Manchester Library pays subscriptions to allow current students and staff to use numerous specialised financial databases. These are trusted sources, used for academic research and by commercial businesses.
The following databases are easy to use for obtaining ratio data.
Once a company has been searched for (see search box highlighted) and overview screen displayed, Key Ratios are shown. There is also a link for ‘All Ratios’.
It is preferable to select ‘Annual’ as Report Type – this selection option is revealed from the icon on the right of the screen. Ratios are grouped into a number of categories: Valuation Measures, Valuation, Enterprise Value, Credit Statistics, Liquidity Leverage, Profitability, Efficiency, Management Effectiveness, Dividend, Growth Rates and Stock Performance.
Search for a company and display the Report.
It is then a simple matter of scrolling down to the section on Ratios. These are grouped into a number of categories: Profitability, Operational, Structure and Per Employee.
On the command line (top left of the screen) type the company identifier (quote/ticker symbol: TSCO LN = Tesco PLC on the London stock exchange), category of information via yellow market sector key (F8/Equity – company related) and function code (FA for Financial Analysis), followed by the green Enter/GO key. Click on the ‘ratios’ tab.
TSCO LN F8/Equity FA ‘Ratios’ is further divided (e.g. Profitability displayed).
Hover over a ratio and right click, select ‘Definition’ for further detail (e.g. ‘Return on Common Equity’).
A different grouping of Ratios can be obtained from the Security Description [DES] function and the ‘Ratios’ tab.
It is also possible to obtain ratio details from Datastream, but is a little more involved than the databases noted above.
A basic breakdown of a few ratios are displayed from the ‘Overview of Company Performance’ analysis option for the Equities (Company) Data Category.
More specific searches are possible for multiple Series (companies) and Datatypes (various ratios, for example) from the Excel Add-In version of Datastream.
For students at the University of Manchester we run regular Datastream training courses and other support material is available in the Database Suite.