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Slide 1: BLOOMBERG FUNDAMENTALS BY INDUSTRY FORMAT
Slide 2: Bloomberg Offers Fundamentals in six different industry formats Industrial, Bank, Financial, Insurance, Utility & REITs
Slide 3: Each Industry Format contains line items that are considered vital for thorough analysis of that particular industry
Slide 4: INDUSTRIAL FORMAT The Bloomberg Industrial format follows the basic format for financial statements. It is one of the most widely used formats for standardizing financial data. It encompasses a wide range of sectors, including Cyclical, NonCyclical, Aerospace, Transportation, Technology and Communications.
Slide 5: INDUSTRIAL FORMAT Reference items such as Deferred Tax Liabilities, Raw Materials, Work In Process, Finished Goods, Intangible Assets and Goodwill are collected and displayed for the Industrial Format Reference Items
Slide 6: BANK FORMAT The Banking format income statement contains a host of line items and data points that are specific to the banking sector, such as Interest Income, Provisions for doubtful debts, Trading gains/losses, Commission and Fee based income
Slide 7: BANK FORMAT DBK <Equity> CH3 <GO> shows the balance sheet summary. Clicking on #1 shows the asset detail. The asset detail shows the composition of the loan portfolio, loan loss reserves, long & short term investments , intangibles and fixed assets The Asset Detail shows the
Slide 8: FINANCIAL FORMAT The Financial Format income statement closely resembles the Bank format. The financial format shows items such as Net Revenues before and after loan losses, Profit or loss in Trading Accounts, Commission and Fees earned
Slide 9: FINANCIAL FORMAT MWD <Equity> CH3 <Go> shows the Balance sheet summary. Clicking on #2 shows the liability detail In the Financial format, the liability detail shows Total Deposits, Short & Long Term Borrowing, Interest bearing and total liabilities
Slide 10: INSURANCE FORMAT Net Premiums earned, Realized Gain & Losses, Unrealized Gains & Losses, Insurance claims and underwriting costs are of some the line items that are unique to the Insurance format.
Slide 11: INSURANCE FORMAT RUKN VX <Equity> CH3 <Go> shows the Balance Sheet Summary. Clicking on #1 shows the asset detail The Insurance format asset detail section breaks out the securities portfolio into Fixed Income & Equity Securities and also shows the composition of the investment holdings
Slide 12: UTILITY FORMAT The Income Statement portion of the Utility format shows revenue from various operations such as electric, gas & water. Additionally, Total Operating Expenses are broken out into Fuel, Maintenance & Depreciation Expenses.
Slide 13: UTILITY FORMAT The Utility format Balance Sheet shows in great detail the composition of Plants in Service and the components of Total Assets
Slide 14: REIT FORMAT The REIT format income statement contains REIT specific items such as Rental & Mortgage Income, Property Operating Expenses, Gains & Losses on sale of Real Estate Assets and FFO ( Funds from Operations)
Slide 15: REIT FORMAT REI-U CN <Equity> CH3 <Go> shows the Balance Sheet Summary. Clicking on #1 shows the Asset Detail On the REIT format asset detail the composition of Total Real Estate Investments includes Real Estate held for sale, Equity Interest, Properties, Accumulated Depreciation, Mortgage Loans and Mortgage backed Investments
Slide 16: For Additional Information on Field Definitions by Industry Format try FINL <GO> 12 <GO> For General Assistance with Fundamentals press HELP twice To Contact a Bloomberg Equity Analyst type in ANB <GO>