Posts Tagged ‘Factiva’

Where can I find bond credit ratings for a particular company?

Bond credit ratings are available from several of the databases we subscribe to.

For S&P, Moody and Fitch ratings on bond issues, use Thomson You can look for one company at a time.

Bonds deals in 1 Select company. 2 Choose Company Views > Deals. 3 Change filter to Product: Bonds. 4 Scroll to Deal Statistics.

Alternatively use Screening & Analsysis to look for multiple companies. Include datatypes SP, MDY, FITCH (all have descriptions Ratings…) in your report.

Bonds deals analysis - Go to Screening & Analysis > Deals & League Tables > Bonds > Advanced Search. Build your search and add

Thomson Research

Fitch ratings are available on Thomson Research. Select Fitch Ratings as contributor.

Thomson Research Fitch Reports

Thomson Research: search for Contributor: Fitch Reports.

Factiva Moody's reportsFactiva

Moody’s Investors Service reports are available on Factiva. Search for Moody as source, with company name or upgrade/downgrade in text.


As with Thomson, credit ratings are available on Datastream by searching for a company’s bonds and then selecting the relevant datatypes. A similar approach can be taken with Capital IQ.

Note: What is a Corporate Credit rating?

Profit warnings (business news)

30 September 2014 1 comment

Tesco features heavily in the current business news following a recent profit warning. The library’s business databases are very valuable if you want to research this in more detail.

Dow Jones Factiva is a business news database that covers a wide range of newspapers and trade journals. The news articles are indexed to make it easier to locate the information you need.

The screenshot below shows results for the following search criteria:

  • Company – Tesco PLC
  • Subject – Profit Warnings
  • Date – In the last 3 months

Note that you can scroll down the left hand column to get useful summaries of the results.

Factiva - Tesco news (click to expand)

Factiva – Tesco news (click to expand)

This search does not give the Tesco profit warning. It gives all the news articles about a profit warning that also mention Tesco PLC within the article. There have been several articles about the profit warning in the Financial Times, The Guardian, The Telegraph, The Independent, …

Selecting an specific source, for example Financial Times, is a useful way of restricting your search results to a more manageable number from the original 471 (193 eliminating duplicates). In this example it is then easy to identify that Tesco PLC issued its profit warning on Friday 29 August 2014.

We now expect trading profit for 2014/15 to be in the range of £2.4bn to £2.5bn. Trading profit for the six months ending 23 August 2014 is expected to be in the region of £1.1bn. (Tesco PLC, 2014)

This “Trading Statement” – note that Tesco does not issue a statement that uses the term “profit warning” – is available on official RNS news from the London Stock Exchange (see LSE – News and Events – RNS). It is also available from the  PI Navigator database.

PI Navigator is a specialist database covering global company filings (e.g. annual reports, IPO propectuses, news announcements, mergers and acquistions)

The following screenshot shows results for the search criteria:

  • Company – Tesco PLC
  • Classification – Trading and Operating Updates
  • Issue Date – After 30 June 2104 (3 months)
PI Navigator - Tesco trading updates (click to expand)

PI Navigator – Tesco trading updates (click to expand)

Note that in PI Navigator it is not possible to search for profit warnings – you have to search for all the market sensitive trading updates that have been released by the company. On the plus side it is quick and easy to find the Tesco PLC Trading Statement of 29 August 2014, and the later trading update about profits for the six months to August 2014 being overstated by an estimates £250m.


Tesco PLC (2014) “Tesco PLC – TSCO Trading Statement Released 07:00 29-Aug-2014”, Available at, (Accessed 30 September 2014).

Searching Financial Times for company news stories

29 November 2013 Leave a comment

A couple of students reported problems searching for company news stories that have appeared in the Financial Times.

The University of Manchester Library has several options for searching Financial Times (FT) stories:

Factiva from Dow Jones covers a wide range of business news sources so it is a great choice if you want to extend your search to include other sources.

Example search:

Factiva searching Ford news in FT (click to expand)

Factiva searching Ford news in FT (click to expand)

  1. Find and select source Financial Times (Available to Academic Subscribers only)
  2. Find and select company Ford Motor Company 
  3. Select Date All Dates
  4. Additional search text – strateg* and wc>500 [optional – see Factiva – more search options (July 2010)]
  5. Search and browse your results, refine search parameters as necessary

Further useful Factiva tips

ABI Inform from ProQuest  is one of the most comprehensive business databases providing access to academic journal articles, trade journal articles as well as the Financial Times.

ABI Inform - Ford news in FT (click to expand)

ABI Inform – Ford news in FT (click to expand)

Example search:

  1. Select Publications and then search for Financial Times
  2. Select Financial Times and scroll down to search within this publication
  3. Try search “ford strategy” – 2528 search results on 29 November 2013
  4. Browse the results – sort results by relevance means headlines including ford and strategy are at the top of the results – refine search as needed

Previous post – A new look for ABI Inform (July 2011)

The Financial Times Historical Archive delivers news stories as they appeared in the paper. Every item ever printed in the daily business newspaper, from 1888-2009, can be searched and browsed article by article and page by page.


Best business and management databases

27 September 2013 Leave a comment

The Cambridge Judge Business School (CJBS) Library recently published a blog post “Top 5 best databases” to highlight their most popular premium databases. It is a great list if you are interested in exploring key University of Manchester database with just a little adjustment to account for differing subscriptions.

For a fuller list of databases available at University of Manchester browse the business and management pages (LibGuides).


You might also be interested in our getting started guides.

[Medal image:]

Factiva – using company and source codes

3 September 2013 2 comments

Dow Jones FactivaGet more accurate search results in Dow Jones Factiva by using a company code rather than just putting the company name in the free text search box.

You can select the company search option, search by name, and click on the name in the company results list. In this case the company code is used but it is not visible on your search screen.

To see the company code – as before select the company search option and search by name but then select the blue pyramid add icon, This will add the company code into the free text search box in the format “fds=mks”, where mks is the company code for Marks and Spencer PLC.

It is exactly the same if you want to use codes for sources – for example “rst=ftft”, where ftft is the source code for the Financial Times. If you select the information icon then a popup window will give the details of the company/source including its code.

Factiva adding company code (click to expand)

Factiva adding company code (click to expand)

In the screenshot above the source code for the Financial Times (rst=ftft) has already been added to the free text search box. Selecting the add icon will add the company code for Tesco PLC (fds=tsco). You can complete the search by adding the connector, e.g. “rst=ftft AND fds=tsco”, and then click the search button to get your results.

One advantage of using explicit search codes is that you can easily save a copy for your search to reuse at a later date.

Further Factiva tips

“Factiva” and “Researching Business News” guides from the business and management guides page.

Our factiva tagged posts – showing the range of research where Factiva can be useful.

Factiva has a YouTube channel (this may include features not available on the University of Manchester academic subscription).

Browsing Business News – for free

11 November 2012 3 comments

Students and staff can make use of University of Manchester Library resources to browse recent news.

Dow Jones FactivaFactiva (from Dow Jones) has a News Pages tab that offers simple access to top newspapers worldwide (most recent two weeks).

Select Global from the drop-down list and you get: The Wall Street Journal, The New York Times, The Australian, The Times and (South China Morning Post).

Select United Kingdom and you get: The Daily Telegraph, The Times, The Guardian, The Independent, The Wall Street Journal (Europe) and The Economist.

Factiva News Pages

Factiva News Pages (click to expand)

Note: Factiva provides News Pages in several languages in addition to english.

Factiva does include access to The Financial Times but not through the News Pages – you have to use the Search tab and select The Financial Times as your source.

BloombergBloomberg Professionalis an excellent source of financial market news. Useful news functions include:

  • TOP <GO> – Today’s top news stories
  • READ <GO> – Most read news
  • N <GO> – Main news menu
  • NSE <GO> – News search engine
  • NRR <GO> – News readership rankings

For a list of news databases goto the Business and Management databases page and scroll down to the Databases: Business News section.

Researching a UK company – reports and data

22 October 2012 2 comments

What resources are available for researching FirstGroup plc? (who among other things run many of the buses in north Manchester)

Free online resources:

Library subscribed resources:

  • Marketline Company Profile FirstGroup plc from Business Source Premier – 24 pages including key facts, business description, history, key employees, revenue analysis, SWOT analysis
  • GlobalData FirstGroup plc (FGP) – Financial and Strategic SWOT Analysis Review July 2012 – an analyst report from Thomson Research – 26 pages – About the company, Company Analysis (including SWOT), Company Financial Ratios, and details of GlobalData and their analysis methodology.
  • Key Note Bus & Coach Operators Market Report 2012 from KeyNote – a market research report including a profile of FirstGroup as a key company. (Other KeyNote market reports include Rail Travel 2011 and KeyNote company information provides five years of company accounts.)
  • 7 Economist articles (since 2001) and over 500 Financial Times articles – both from ABI/Inform (Proquest) .
  • 10 years of FirstGroup accounts through Fame – a database based on accounts filed at UK Companies House with additional information on shareholders and subsidiaries.

In summary, the library subscribed resources provide access to reports that would be expensive to buy (investment analysts and market research reports) and databases that provide more flexible search and download facilities than free online resources.

If the above library resources are not enough, there are plenty more:

  • Thomson Research has a total of 256 analyst reports on FirstGroup plc published in the last 2 years. These are valuable reports and not easily found with a google search – see Analysts reports on Thomson Research.
  • Factiva has 2,176 news stories from the last 6 months – including over 100 from the Financial Times.
    Dow Jones Company Report FirstGroup plc – from Factiva – 15 pages – company overview and financials (balance sheet, cash flow and income statement) for last 5 years.
  • Thomson One Banker provides financial market information: overview, prices, financials, estimates, deals (e.g mergers and acquisitions), ownership and comparables.
  • ORBIS is similar to Fame except that it covers the largest 230,000 companies worldwide (Fame is UK and Ireland only) so you can compare FirstGroup with similar companies worldwide.
  • Bloomberg Professional provides financial market information and  business news – the DES (description) function provides a brief overview report.

This post applies advice from previous posts to a specific company: How to Research UK Company Data, Company Financial Analysis (Global Companies), and How to Research Global Company Data.

Mergers and Acquisitions Research

8 October 2012 1 comment

Factiva – BAE Systems and FT (click to expand)

The possible merger of BAE Systems and EADS is much reported in the financial press at the moment.

Using the Factiva business news database we can see that there have been almost 100 articles about BAE Systems in the Financial Times alone in the last 3 months (almost all about the proposed merger).

However, there is not yet anything definite. On 12 Sept 2010 BAE Systems issued an official statement.  “Further to the recent movement in BAE Systems’ share price, BAE Systems plc (BAE Systems) and EADS N.V. (EADS) confirm that they are in discussions regarding a possible combination of their businesses. …” (RNS Number 1353M from PI Navigator). There is no specific merger proposal, so there is very little detail that can be recorded in a Merger and Acquisition database.

Thomson Research – Analysts’ reports for BAE Systems (click to expand)

Although the merger is only possible. It is likely to be included in reports be Analysts who follow either of these companies. (Some analysts may delay producing a report until there is a specific merger proposal.)

For more details on Thomson Research see the earlier post Analysts’ Reports on Thomson Research. (Remember Thomson Research only works with IE (internet Explorer)

See also (earlier posts)

Mergers and acquisition research can involve much more that the financial details of the deals, and remember not all deals are successfully completed.

Update 10 October 2012: EADS and BAE call off merger

Researching companies for your career

17 September 2012 1 comment

remember nothing impresses an employer more in the job interview than hearing a candidate speak knowledgeably about their company (cjbsinfo, 2011)

At the welcome presentations today, it was clear students should start thinking about their career plan as early as possible. A good opportunity then to mention how library company information resources can help.

Company profile – for example use Business Source Premier and the Company Profile link.

Business News – for example use Factiva to find about recent press items about specific companies.

Market Research – for example use Keynote (UK cos) or GMID (Global Market Information Database) to research key market developments.

For more detail: Careers help online (Apr 2012), How to target and research potential employers (Jun 2011), from Careers category.

Refer to the shiny new University of Manchester Careers Blog – a great place to start learning about the support available from the University Careers Service like the Finance Business and Management Fair on 18th Oct 2012.


cjbsinfo (2011) “Pre-interview database checklist” University of Cambridge, Judge Business School, Information and Library Services blog. Available at: [Accessed 17 Sept. 2012]

Financial News on Factiva

Dow Jones FactivaThe Library does not subscribe to Financial News but you can get access to the articles in the weekly newspaper through Factiva.

If you go to the Financial News newspaper tab ( ) and find a title of interest then you can goto Factiva for the full text. [Articles are on Factiva 2 days after publication.]

Example from:  Issue 793 Monday 19th Mar 2012

Financial News Issue 793 (click to expand)

News article: Wrigth, W (2010) “The winners and losers from the financial crisis” Financial News,  Issue 793 Monday 19th Mar 2012

On Factiva this article is available but slightly tricky to find.

You can set the source to be Financial News (Europe) and select a date range including the 19th March 2012. However, the article “The winners and losers from the financial crisis” is not immediately obvious. It is marked as a duplicate of the article “Then and now: how investment banking has slimmed down and consolidated; …” (See below)

Factiva search for Financial News (click to expand)

This looks to be because the two articles have the same source (Financial News (Europe)), author (William Wright) and date (19 Mar 2012)

Searching for the article above it is clear that just searching for keywords from the title is not always effective. A good alternative is to use Factiva’s field tags. For example “rst=lonfin and by=wright” restricts a search to source Financial Times (Europe) and author Wright. When using field tags you have to make sure that the option “Search for free-test terms in” is  Full Article and not the default Headline and Lead Paragraph. If not you will just get “Your search statement contains a general syntax error. … Error: 520101 …”

Earlier post:  How Business News can enhance your Research – use the Tag cloud on the right-hand side for all Factiva-related posts.