tej software guide

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TEJ Plus Software Guide

The complete tool for corporate and financial information

on companies in Asia

China Hong Kong Korea Malaysia Philippines Singapore Taiwan Thailand




© Copyright 2007 Taiwan Economic Journal - 2 -

TABLE OF CONTENTS

Introduction......................................................................................................................... 3

Overview............................................................................................................................. 5

Stock Filter...................................................................................................................... 6

Multi Topic Query .......................................................................................................... 7Financial Analysis (Taiwan only)................................................................................... 8

Multiple Stock Ranking (Taiwan only) .......................................................................... 9

Company Database ....................................................................................................... 10Finance Database .......................................................................................................... 11

Financial Statement Views ........................................................................................... 12

Quick Graph.................................................................................................................. 16Charts ............................................................................................................................ 17

Chart Options............................................................................................................ 17

3-D Charts................................................................................................................. 18





Introduction

The TEJ Plus software is an integrated client application that connects automatically tothe TEJ server to access all TEJ databases

The main screen is composed of three main areas:

The top portion is the toolbar area containing the:

- menu bar with all functions (this changes according to selected function)- shortcut toolbar (changes according to selected function)

- country selection toolbar





The Navigation frame on the left allows the user to select from the available datasetsand screening tools. Selected tools and database screens each open in a new window.

- Stock Filter

- Multi Topic Query

- Financial Analysis tools- Company and economic datasets

-





The main window contains reference material to assist the user in identifying account

definitions, accounting and reporting standards by country, etc.

Overview

The greatest strength of the TEJ Plus software is in conducting thorough bottom-up

financial analysis. The user will be very pleased with the depth of data for each

company: hundreds of accounts in each financial statement and well as country-specificsupporting data like monthly sales data, shareholder information, corporate actions, etc.

To further aid analysis, TEJ Plus offers macroeconomic data, commodity prices, stock priced data, as well as a variety of financial market information in certain countries (suchas fund NAV, bond, rights and warrants data, etc.).





Stock Filter

This function allows users to quickly screen through a given universe to identify thosecompanies meeting their criteria. To screen through a specific subset of companies, users

can use the <Select ID> button in upper right corner; otherwise the function will defaultto the entire universe of companies listed in the selected country.

In the example below, only those companies with a monthly trading volume of 15 billion

and among the top 30 stocks by market capitalization will be shown.





Multi Topic Query

This function allows users to screen using a number of different fields from thecompanies’ accounts; it is not limited to the main fields used in <Stock Filter>.

Users must first select the company universe, then click on the <Select Field_Date> tabto choose the desired fields and time periods they wish to view.





Financial Analysis (Taiwan only)

This function offers powerful analytical tools to users on quarterly and annual periods.Numerous financial ratios – both official ratios provided by local exchanges and ratios

calculated by TEJ – are offered in certain countries according to their relevance andcommon usage.





Multiple Stock Ranking (Taiwan only)

In this view, users can access country-specific data for screening companies. Forexample, in Taiwan, the database includes monthly sales figures.





Company Database

The corporate record varies from country tocountry according to available data. In addition to

corporate data per se, this dataset also contains themacroeconomic datasets including commodities, aswell as major shareholder records, officers and

directors filings, dividends, corporate actions, and

other company-level data.

For more details on each country’s required

reporting, users should review the main window forcountry-specific background information.





Finance Database

The Finance Database is the mostcommonly used dataset in TEJ Plus.

This dataset holds up to 500 + financialaccounts for each company; extracted

from the balance sheet, income statement,

cash flow statement, as well as the notesto the financial statements.

Financial results are available in both

quarter-by-quarter format (Qly) as well asin cumulative YTD format (Acc).

Depending on the country standard, thereare a number of different accounting

formats – General, Banking, Financial,

Insurance, etc. – and accounting standards– local accounting (such as PRC in China)

vs. International Accounting Standards

(IAS).

Finally, some countries require

consolidation of subsidiaries in the

reporting of results while others do not or

may allow reporting of both “mother”results and consolidated results.





Financial Statement Views

The default view of financial statements is with the accounts in each column and dates ineach row, from the most recent to the oldest record in the selected date range.

As with most screens, data can be transposed between rows and columns using the

icon in the toolbar:

Alternately, the shortcut key can be used to select which of the three fields to useas the query key – company, data field, or date. Thus, by setting the data field as thequery key, the above screen can be transposed to a comparative time series:





As in most views, the date chronology can be reversed (most

recent statements last instead of first) through the Settings / Set

Date Compare function in the menu bar.

This function is also another method of changing the date range

in addition to the toolbar shortcut.

To view the range of dates for which data is available, click on the shortcut on

the toolbar.





Equity Database

The Equity Database provides price data

on listed stocks. While the Taiwandatabase contains extensive data on

required reporting datasets such as dealertrades, the majority of exchanges only

provide stock price data.

This dataset is further subdivided into

adjusted and unadjusted series of variousfrequencies.

The adjusted figures may reflect corporateactions only (such as splits, rights, new

issues, etc.) or corporate actions and

dividends; according to local practice inreturn valuations.





Delisted Database

Three countries (Taiwan, China, and Hong

Kong) contain datasets on defunct (delisted)companies.

This historic record allows users to review

records and eliminate the survivor bias inhistoric and regression analysis.

The dataset includes most of the subsets of theactive companies including financials,

holdings, stock data, corporate actions, etc.





Quick Graph

The fastest and easiest way to create a graph is to use the (Quick Graph) shortcut onthe toolbar. This toggles the Graph window open and closed. By default, the Graph

window will open below the Grid window.

To display only the Graph window, the shortcut on the toolbar toggles the Grid

window open and closed.

To select the data to be graphed, drag the column or row heading to the chart area.Subsequent items can be added by dragging them to the chart as well.

To manipulate the graph, use the Graph/Chart toolbar:





Charts

A more powerful and versatile graphing feature is the Chart Window which can be

accessed under the <Setting> menu.

Chart Options

First choose “Graph Settings…” in the <Setting> menu tochoose the companies and data items you wish to chart. This

allows you to select the company and data you wish to chart

whereas the date range is selected in the Date toolbar.

Next, select single or multiple charts

in the Chart window.





The color and type of chart can be modified by selecting the company/chart in the lower

right pane, and changing the defaults in the Chart toolbar.

The Company selector lets you change companies or scroll through theselected universe of companies.

The Chart selector lets you scroll through only the companies and dataselected in Chart Settings in the first step above.

3-D Charts





Index

3-D Charts........................................... 18account definitions................................ 5

accounting formats.............................. 11

accounting standards........................... 11

adjusted figures ................................... 14Chart selector ...................................... 18

chart type............................................. 18

Chart Window..................................... 17Charts .............................................. 2, 17

commodities........................................ 10Company Database ......................... 2, 10

Company selector................................ 18company universe ................................. 7

consolidated results............................. 11

consolidation....................................... 11corporate actions ................. 5, 10, 14, 15

country selection................................... 3

dataset ............................... 10, 11, 14, 15defunct................................................. 15

Delisted Database................................ 15

dividends ....................................... 10, 14Equity Database .................................. 14

Finance Database ............................ 2, 11financial accounts................................ 11

Financial Analysis......................... 2, 4, 8

financial ratios....................................... 8

Financial Statement Views ............. 2, 12Graph Settings..................................... 17

Graph window..................................... 16

main screen ........................................... 3main window................................... 5, 10

menu bar.......................................... 3, 13Multi Topic Query ........................ 2, 4, 7

multiple charts..................................... 17Multiple Stock Ranking.................... 2, 9

Navigation............................................. 4

quarter-by-quarter format.................... 11Quick Graph........................................ 16

scroll.................................................... 18

shareholder...................................... 5, 10Stock Filter................................ 2, 4, 6, 7

survivor bias........................................ 15

toolbar ..................... 3, 12, 13, 16, 17, 18YTD format......................................... 11




TEJ Plus software is available through :

Taiwan Economic Journal Co. Ltd.

11F, No.57, Dong Xing Rd.,Taipei, Taiwan R.O.C.TEL:886-2-87681088FAX:886-2-87681336Email: [email protected]


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