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BDP

Bloomberg Data Point


Current price of Infosys
PE Ratio of NIFTY
EPS of Reliance in FY 2015

BDH

Bloomberg Data History


Price of Infosys for the last 1 year
PE Ratio of NIFTY every month from 2010 to 2015
EPS for Reliance from 2005 to 2015

BDS

Bloomberg Data Set


All members of NIFTY and their weights
All the shareholders of Sun Pharma with their % holding

Overrides
EPS for the standalone company ICICI Bank
Sales for Infosys for Q3 2015

Trend/Growth Analysis of data


Am I looking at the right estimates?

Building large data sheets (hundreds of securities x mult

2010 to 2015

with their % holding

FLDS

"Current data available"

FLDS

"Historical data available"

=BDP("INFO IN Equity","PX LAST")


=BDP("NIFTY Index","PE RATIO")
=BDP("RIL IN Equity", "IS EPS")

=BDH("INFO IN Equity","PX LAST","04/25/2014","04/24/2015")


=BDH("NIFTY Index","PE RATIO","01/01/2010","03/31/2015","Per=m")
=BDH("RIL IN Equity", "IS EPS", "03/31/2005", "03/31/2015", "Per=fy")

FLDS

"Show bulk data"

=BDS("NIFTY Index","INDX MWEIGHT")


=BDS("SUNP IN Equity","ALL HOLDERS PUBLIC FILINGS")

=BDP("ICICIBC IN Equity", "IS EPS", "EQY CONSOLIDATED=N")


=BDP("INFO IN Equity", "SALES REV TURN", "FUND PER=Q3", "EQY FUND YEAR=2015")

s of securities x multiple data points for each company) in a jiffy

ata available"

data available"

,"Per=m")
, "Per=fy")

Y FUND YEAR=2015")

Popular INTERVAL Fields

Format

INTERVAL_SUM
INTERVAL_HIGH
INTERVAL_LOW
INTERVAL_AVG
INTERVAL_PERCENT_CHANGE
INTERVAL_STD_DEV
INTERVAL_DATE_OF_CALC_HI
INTERVAL_DATE_OF_CALC_LO

BDP(Ticker,Interval Field,..overrides..)

USE CASES
What was the average price of SENSEX in FY 2015
Ticker

SENSEX Index

=BDP("SENSEX Index","INTERVAL AVG","PX LAST","START DATE OVERRIDE=20140401","END DATE


#NAME?

How much has INR depreciated since May 16 2014?


Ticker

INR Curncy

=BDP("INR Curncy","INTERVAL PERCENT CHANGE","START DATE OVERRIDE=20140516")


#NAME?

I want to get the yearly FII investment in India for the last 10 years
Ticker

FIINNET$ Index gives daily net FII inflow

=BDP("FIINNET$ Index","INTERVAL SUM","START DATE OVERRIDE=20140101","END DATE OVERRID


#NAME?

What was the average profit growth in HDFC Bank over the last 5 years?
Ticker
Data point

HDFCB IN Equity
EPS_GROWTH

=BDP("HDFCB IN Equity","INTERVAL AVG","MARKET DATA OVERRIDE=EPS GROWTH","CALC INTERV


#NAME?

=BDP("HDFCB IN Equity","INTERVAL AVG","MARKET DATA OVERRIDE=EPS GROWTH","START DATE O


#NAME?

Popular Overrides
MARKET_DATA_OVERRIDE
START_DATE_OVERRIDE
END_DATE_OVERRIDE
CALC_INTERVAL
CRNCY
PERIODICITY_OVERRIDE

40401","END DATE OVERRIDE=20150331")

END DATE OVERRIDE=20141231")

5 years?

WTH","CALC INTERVAL=5Y")

START DATE OVERRIDE

WTH","START DATE OVERRIDE=20110331","END DATE OVERRIDE=20150331")

START DATE OVERRIDEEND DATE OVERRIDE

20090101
20100101
20110101
20120101
20130101
20140101

20091231
20101231
20111231
20121231
20131231
20141231

FIINNET$ Index
INTERVAL_SUM
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?

ESTIMATE fields

Type

BEST
BEST
BEST
BEST
BEST
BEST
BEST
BEST
BEST
BEST
BEST
BEST

contributed
contributed
contributed
contributed
contributed
contributed
contributed
contributed
contributed
contributed
contributed
contributed

SALES
OPP
EBITDA
NET INCOME
NET DEBT
EV
CAPEX
EPS
BPS
DPS
ROE
ROA

BEST FPERIOD OVERRIDE


1FY
2FY
-0FY

Current fiscal year


Next fiscal year
Previous fiscal year

16Y
17Y
15Y

Fiscal year 2016


Fiscal year 2017
Fiscal year 2015

RIL IN Equity

(fiscal year for which the company is expected to

BEST EPS

1FY
2FY
-0FY

#NAME?
#NAME?
#NAME?

16Y
17Y
15Y

#NAME?
#NAME?
#NAME?

I want to compare the EPS estimate for HCL Tech against Infosys
=BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1FY")
#NAME?
=BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1FY")
#NAME?

Solution 1: BEST FPERIOD OVERRIDE=1TY


Stitches up the next 4 quarterly estimates to give the ~ 1 year forward estimate

=BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1TY")


#NAME?
=BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1TY")
#NAME?

Solution 2: BEST FPERIOD OVERRIDE=15BC

Blended calendar 2015 tries to get calendar year 2015 estimates by summing up the quarterly EPS nu
=BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=15BC")
#NAME?
=BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=15BC")
#NAME?

Solution 3: BEST FPERIOD OVERRIDE=1BF

Blended Forward 1 year takes the weighted average of current and next fiscal year estimates to calcu
=BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1BF")
#NAME?
=BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1BF")
#NAME?

ESTIMATE fields

Type

BEST
BEST
BEST
BEST

calculated
calculated
calculated
calculated

PE RATIO
PX BPS RATIO
CUR EV TO EBITDA
DIV YLD

current Price divided by EPS estimate


current Price divided by BPS estimate
current EV divided by EBITDA estimate
DPS estimate divided by current Price

IEST EBITDAR
IEST LOAD FACTOR

industry
industry

Overrides
BEST FPERIOD OVERRIDE
BEST DATA SOURCE OVERRIDE
EQY FUND CRNCY

fiscal period for which you want to see the estimate


broker override
--->
3 letter currency code
--->

scal year for which the company is expected to report)

Tech against Infosys

ERRIDE=1FY")

HCL Tech fiscal year ends in June, so this is showing estimate for FY

RRIDE=1FY")

~ 1 year forward estimate

Infosys fiscal year ends in March, so this is showing estimate for FY

ERRIDE=1TY")

RRIDE=1TY")

HCLT IN Equity
BEST EPS

1FQ
#NAME?

INFO IN Equity
BEST EPS

1FQ
#NAME?

estimates by summing up the quarterly EPS numbers (actual/estimates) of March, June, Sept and Dec 2015

ERRIDE=15BC")

HCLT IN Equity

Mar-15
12.00

INFO IN Equity

Mar-15
27.10

RRIDE=15BC")

current and next fiscal year estimates to calculate ~ 12 month forward estimate

ERRIDE=1BF")

HCLT IN Equity
BEST EPS

estimate
6/30/2015
#NAME?

INFO IN Equity
BEST EPS

3/31/2016
#NAME?

RRIDE=1BF")

S estimate
S estimate
DA estimate
rrent Price

he estimate
FPDF: Estimate Source - Broker or ANR: hover on broker name
INR, USD, EUR, GBP, HKD, JPY, SGD, AUD etc

s is showing estimate for FY 15 ending June 2015

s is showing estimate for FY 16 ending March 2016

2FQ
#NAME?

3FQ
#NAME?

4FQ
#NAME?

Sum
#NAME?

2FQ
#NAME?

3FQ
#NAME?

4FQ
#NAME?

#NAME?

Jun-15
12.63

Sep-15
13.14

Dec-15
13.25

Sum
51.01

Jun-15
26.84

Sep-15
29.21

Dec-15
30.34

113.50

ne, Sept and Dec 2015

estimate Days left in Days in


year
6/30/2016
next year
#NAME?
#NAME?
#NAME?

Wt Avg
#NAME?

3/31/2017
#NAME?

#NAME?

#NAME?

#NAME?

I want to download the historical annual EPS estimates for Infosys since 2006
=BDH("INFO IN Equity","BEST EPS","01/01/2006","04/25/2015","BEST FPERIOD OVERRIDE=1FY","Per=m")

#NAME?
11/30/2011
1/31/2012
6/30/2012
10/31/2012
12/31/2012
4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014
6/30/2014
7/31/2014
8/31/2014
9/30/2014
10/31/2014
11/30/2014
12/31/2014
1/31/2015
2/28/2015
3/31/2015

141.82
138.36
137.28
127.36
110.31
105.56
102.63
102.18
103.31
108.57
113.05
116.71
120.80
121.39
121.90
126.77
127.28
123.93
119.19
117.19
116.46
116.77
116.62
117.14
119.70
119.57
120.50
121.65
121.41
120.97

<----

We used BEST FPERIOD OVERRIDE as 1FY


1FY means current fiscal year of Infosys
which is FY 2016

Data series is giving me the historical EPS estimates for FY

We need to use the override

BEST FPERIOD OVERRIDE=1GY


Generic year rolls over at the end of each fiscal year

So, in FY 2013 it will be giving estimates for FY 13


in FY 2014 it will be giving estimates for FY 14 and so on

BEST FPERIOD OVERRIDE=1GY


#NAME?
2/28/2013
3/31/2013
4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014
6/30/2014
7/31/2014
8/31/2014
9/30/2014
10/31/2014
11/30/2014
12/31/2014
1/31/2015
2/28/2015
3/31/2015
4/30/2015

81.64
81.72
81.65
83.76
83.59
83.74
86.21
87.74
90.00
91.46
91.47
91.45
93.05
93.17
92.75
104.50
103.36
103.05
104.76
104.68
105.01
107.00
106.98
107.28
108.92
108.96
109.00
119.73

BEST FPERIOD OVERRIDE=13Y


#NAME?
2/28/2013
3/31/2013
4/30/2013
5/31/2013 6/30/2013 7/31/2013 8/31/2013 9/30/2013 10/31/2013 11/30/2013 12/31/2013 1/31/2014 2/28/2014 3/31/2014 4/30/2014 5/31/2014 6/30/2014 7/31/2014 8/31/2014 9/30/2014 10/31/2014 11/30/2014 12/31/2014 1/31/2015 2/28/2015 3/31/2015 4/30/2015 -

81.64
81.72
81.65
81.76

since 2006

=1FY","Per=m")

DE as 1FY

estimates for FY 16

each fiscal year

ates for FY 13
for FY 14 and so on

=BDH("INFO IN Equity","BEST EPS","01/01/2006","04/25/2015","BEST FPERIOD OVER

#NAME?
11/30/2011
1/31/2012
6/30/2012
10/31/2012
12/31/2012
4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014
6/30/2014
7/31/2014
8/31/2014
9/30/2014
10/31/2014
11/30/2014
12/31/2014
1/31/2015
2/28/2015
3/31/2015

141.82
138.36
137.28
127.36
110.31
105.56
102.63
102.18
103.31
108.57
113.05
116.71
120.80
121.39
121.90
126.77
127.28
123.93
119.19
117.19
116.46
116.77
116.62
117.14
119.70
119.57
120.50
121.65
121.41
120.97

BEST FPERIOD OVERRIDE=14Y


#NAME?
2/28/2013
3/31/2013
4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014 6/30/2014 7/31/2014 8/31/2014 9/30/2014 10/31/2014 11/30/2014 12/31/2014 1/31/2015 2/28/2015 3/31/2015 4/30/2015 -

88.52
88.64
88.84
83.76
83.59
83.74
86.21
87.74
90.00
91.46
91.47
91.45
93.05
93.17
92.75
92.69

BEST FPERIOD OVERRIDE=15Y


#NAME?
2/28/2013
3/31/2013
4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014
6/30/2014
7/31/2014
8/31/2014
9/30/2014
10/31/2014
11/30/2014
12/31/2014
1/31/2015
2/28/2015
3/31/2015
4/30/2015

98.01
98.09
98.83
92.38
92.20
92.51
95.61
98.01
101.41
106.92
107.43
107.75
110.49
110.83
108.33
104.50
103.36
103.05
104.76
104.68
105.01
107.00
106.98
107.28
108.92
108.96
109.00
108.85

5/2015","BEST FPERIOD OVERRIDE=16Y","Per=m")

RIDE=15Y

BEST FPERIOD OVERRIDE=16Y


#NAME?
2/28/2013 3/31/2013 4/30/2013
5/31/2013
6/30/2013
7/31/2013
8/31/2013
9/30/2013
10/31/2013
11/30/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/31/2014
6/30/2014
7/31/2014
8/31/2014
9/30/2014
10/31/2014
11/30/2014
12/31/2014
1/31/2015
2/28/2015
3/31/2015
4/30/2015

105.56

102.63
102.18
103.31
108.57
113.05
116.71
120.80
121.39
121.90
126.77
127.28
123.93
119.19
117.19
116.46
116.77
116.62
117.14
119.70
119.57
120.50
121.65
121.41
120.97
119.73