Basic information on financial databases: cook books, tips and tricks & economic news

This blog contains schematic easy to grasp - hands on - help in performing searches in economic databases, making work sets and making them inter-exchangeable between the databases.

* Disclaimer. I am not a finance professional. Most posts are the result of personal findings.

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Industry codes, segments and demographic info - databases

Segments always puzzled me. What does it mean? Company parts, what does one branch do and where? And if I understand what it is, where can I find it?
This post aims at the latter (with thanks to Mark Bruyneel)

To avoid classification function as a limiters you'll have add them later on from the list of results.
First make the selections.
EG: status: active, listed companies (stock data), and say year of incoporation > 2000, number of employees > 250

Click the button and next click the link Add.

The question is to add information on industrial classifications.
Industry and overview > Industry classification.

Example (looking for NAICS) Also possible are NACE, SIC
* Branches: location (search word branch)

Export this list of results (don't save, you'll only save your search actions)
A pop up opens guiding you through a couple of selections.
In this case choose tab delimited.txt > no hidden software coding that might mess up your data when you open the list in a spread sheet program.

Open in e.g. spreadsheet Excel. A wizard will guide you through the process.
(click pic for complete view)

Amadeus blog posts

Segments database in Compustat 

The next steps make it possible to upload the Amadeus file into database Compustat ‘Historical Segments’

      First of all (when needed) remove all unlisted companies: > data > autofilter (looks like a filter) next remove duplicates 
       (take the column of company identifiers you want to use) and remove empty cells
Make a selection of either company identifiers ISIN or SEDOL > COPY and paste them into Accessories > 
Save this file as txtx file eg.g. Amadeus ident.txt
Start database WRDS / compustat (both lead to the same database)
Click link Compustat, a short list of databases is presented. Click the link Compustat Global > Fundamentals annual
> we want to create a list of codes that’s understood.
Upload the file with the option upload a file containing (Step 2) > 


      Stick to a basic download: company name (search with CTRL-F) You can use them later on.
Scroll down until Step 4: select TAB delimited.txt and set date to MMDDYY10. (e.g. 07/25/1984) SUBMIT
A new window opens wait until a downloadable link appears (long number added with .txt) Right click and save into a directory.
Open in the same manner as de Amadeus download (wizard)
Select either GVkey codes repeat the same actions, make a selection, copy, paste as a document in note pad and upload in segments (next))
You can chose between historical segments and customer segments (take your time to check out all downloadable possibilities)
Note: historical segments measures annual data, customer segments monthly data (but way less downloadable types of data)
Step 1: set your time scope
Step 2 press link upload a file (GVkey codes)
Select your download data  > take your time to check out all downloadable data
Select output type (Tab txt) and submit

Segment data (Compustat online manual)
Segment Types
Standard & Poor's classifies each segment reported by a company as a Segment Type (STYPE). A segment can be a business (Busseg), geographic (Geoseg), operating (Opseg) or state (Stseg) segment.
Standard & Poor's preferably assigns two or more NAICS codes to each segment, although 1 code per segment is allowed. The NAICS codes work together to classify the segment on a production/process-oriented basis.
SIC Codes
Standard & Poor's preferably assigns two or more SICS codes to each segment, although 1 code per segment is acceptable. The SIC codes work together to identify the line of business best representative of the segment as a whole.

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