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Download the latest 10-K report from Bloomberg (command CF) and read the part I (Item 1, 1A
and 1B).
Go into CCB in order to find the Selected Industry. Then go into Bloomberg Intelligence (type BI
followed by the name of your company's selected indusry). Select North America.
Read the latest Industry Primer (see the attached example). Read the latest company primer.
COMPANY ANALYSIS :
Write a short text (maximum 500 words) that presents the company and explain its business
model. I would like to know : what does it sell, how does it make the product, what is the
manufacturing process (what are the main cost factors), what is the trend of the industry, who are
the main competitors, who are the customers, is it a commodity business or a monopoly business.
Financial analysis
Financial analysis: first present the main figures and financial ratios in the tables given below
(format and elements to be strictly respected). You must create your owned customized table on
Bloomberg and then export it in Excel format to retrieve easily the information (FA Bloomberg).
Then don’t just fill the table! You must comment the most noticeable figures and their
evolution. Make sure that data are all consistent. Be critical thinker. For instance, if
sales are expected to decrease next year, explain why. If operational margin has
improved significantly, explain where it comes from. These tables are the basis for your
financial analysis. Read chapter 10 of the Reilly&Brown “Analysis of financial
statement”. The forecast must be JUSTIFIED. You must explain how you come up with
these predictions.
Look at the drivers of your industry (see the key indicators in the BI page top-right
of the screen)
Use Bloomberg DES, ICB, CCB, BI+”Industry name”, DSCO, FA
XYZ Inc. Company
2016 2017 2018e 2019f
In in % In In % in % in %
mns $ mns
or € $
Sales 100% 100% 100% 100%
Operational result
Net result
Stockholders’ equities
Long term debts
Short term debts
Total liabilites and equity