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bankscope 使用方法

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BANKSCOPE

操作指南(网络版)

Last updated July 2003

Table of Contents 目录

1.0 BANKSCOPE Introduction 数据库简介 3

1.1 System Requirements 系统要求 3

1.2 Getting Started 开始使用 3

2.0 Searching BANKSCOPE / BANKSCOPE 检索方法 5

2.1 Searching by Bank Name 按银行名称检索 6

2.2 Searching by Financial Criteria 按财务指标检索 7

2.3 Multiple Criteria Searching 复合检索 7

2.4 Saving Strategies and Company Sets 保存检索项和银行组 8

3.0 Listing Banks / 银行列表 9

3.1 Creating a New List Format 创建一个新的列表格式 10

4.0 Viewing Company Reports 查看公司报告 11

4.1 Creating a Report Format 创建一个新的报告格式 12

4.2 Creating a Report Layout 创建一个新的报告版面 13

5.0 Exporting Information 数据下载 14

6.0 User Support 用户支持 15

BANKSCOPE QuickGuide

1.0 BANKSCOPE Introduction 数据库简介

BANKSCOPE is a complete financial analysis tool, combining information on 13,000 world banks with a financial analysis software program. The information includes detailed spreadsheet data (balance sheet and income statements), ownership information (shareholders and subsidiaries), Reuters news articles, ratings and rating reports.

BANKSCOPE－全球银行与金融机构分析库，是一个涵盖了全球13,000 家银行经营数据且配有财务分析软件的专业金融分析产品。数据库中包含详尽的银行财务报表（资产负债表与损益表），所有权信息（股东和附属机构），路透新闻，评级与评级报告。

1.1 System Requirements 系统要求

In order to use the Internet BANKSCOPE, you will need the following:

为确保正常使用BANKSCOPE 网络版，我们建议用户的电脑具有如下系统配置：

• Windows 95 or higher with a minimum screen resolution of 800 X 600.

WINDOWS 95或以上版本的操作系统，屏幕解晰度至少为 800 X 600； • Internet access using Internet Explorer 4, Netscape Navigator 4, or higher

网络浏览器为IE 4.0、NETSCAPE 4 或以上版本；

• A username and a password provided by Bureau van Dijk

一套由BVD 公司提供的用户名和密码。

1.2 Getting Started 开始使用

1. Start your Internet browser and go to http://bankscope.bvdep.com. The following login

screen is displayed.

打开网络浏览器，进入http://bankscope.bvdep.com。屏幕会出现如下登录用窗口。

2. Enter your username and password in the appropriate boxes.

输入用户名和密码。

3. Click the OK button to open the product. The following opening screen will appear.

点击OK后屏幕显示如下：

BANKSCOPE QuickGuide

Allows you to view the criteria for searching the database and displays a summary of the criteria used.

允许您查看数据库提供的全部检索标准，并显示已使用的检索项。

检索 List Displays the list of banks corresponding to the selected criteria. 列表显示符合所选检索标准的银行组列表。

Bank Report Displays the full reports for all retrieved banks. 报告显示所提取银行的完整报告。

Peer Report Displays the standard Peer report for the selected bank. 同业报告显示所选银行的标准同业报告。

Peer Analyses Enables you to perform a peer analysis on a group of selected banks. 同业对比分析将一家被选银行与一组所选银行开展同业比较分析。

Other Analyses Enables you to perform Segmentation, Distribution, Concentration and Linear regression analyses on a selected group of banks. 其它分析对选取的一个银行组进行细分、分布、集中度和线性回归等统计分

析。

News Allows you to search the Reuters news articles in BankScope. 新闻用户可以在BANKSCOPE 中的进行路透新闻检索。

Send to Enables you to send the viewed page to an email address. 发送可以将显示页发送到一个邮件地址上。 Alert Enables you to setup email Alerts regarding banks of interest. 提醒针对感兴趣的银行，可以建立邮件提醒功能。

Profile Customizes your user preferences. 概况定义使用者的偏好。

BANKSCOPE QuickGuide

Help Provides online assistance to help you use BANKSCOPE. 帮助提供在线帮助

Logout Ends the connection. 中止连接结束连接 Note 注： - Both QuickSearch and Expert Search options are available. Clicking Quick Search will

take you to a search interface offering a limited number of search criteria as shown below. Financial analysis is not offered within the QuickSearch Interface.

网络版“BANKSCOPE”提供“快速检索”和“高级检索”。“Quick Search -快速检索”界面只提供有限的检索项，如下图。而且，“快速检索”无法提供财务分析。

This QuickGuide will concentrate on the Expert Search features only. 本操作指南只对“高级检索”各种特点进行介绍。

2.0 Searching BANKSCOPE BANKSCOPE 检索方法

It is possible to search BANKSCOPE using a variety of individual criteria or by combining them for a multiple criteria search.

在BANKSCOPE的检索操作中，允许单独使用一个检索标准，或将多个检索标准组合进行复合检索。

For individual search steps, the user selects a criterion from the list at left, then selects or types the preferences within the window. Two individual search step examples are offered below: Bank Name and Financials.

对于单项检索操作，使用者可以从屏幕左侧的检索标准清单中挑选一个检索标准，然后在其可选项中选择或在相关窗口里键入检索关键词。以下提供两个分别用“银行名称”和“财务指标”进行检索的例子。

For multiple criteria searches, the user will complete the individual steps of interest, then manage and view the result from the Search Summary window.

BANKSCOPE QuickGuide

对于复合检索，使用者可逐步完成单项检索操作，然后在检索摘要窗口中管理和查看检索结果

2.1 Searching by Bank Name 按银行名称检索

1. Click Bank name from the search criteria and enter all or part of a bank name in the

available box. Click Search. The index will retrieve the banks with text matching your entry.

在检索选项中点击“Bank Name-银行名称”，在相应的文字格内键入银行全称，或部分名称。点击OK，名称索引栏中会提取所有符合键入文字的银行。

2. Highlight the bank you require and click > (for several banks, hold down the SHIFT key or

the CTRL key first). All selected banks will be sent to the Banks Selected area. Repeat the above process to find and select as many banks as necessary.

选中您需要的银行，然后点击 “>” 将其带至“已选择银行” 框内。重复以上操作，查找和选取更多的银行。（如果是多家银行，可以先按住“SHIFT或CTRL”键。）

3. Clicking OK activates the search step and displays the Search Summary screen. From

there, you can view and manage the search criteria and display the results. Instructions for deleting, editing and enabling search steps can be found at the bottom of the Search Summary screen. Use the tabs above the window to view or analyse the results.

点击OK 开始检索，同时屏显“检索摘要”。在此窗口，可以查看和管理检索标准并显示检索结果。窗口的下面有“DELETE-删除”和“EDIT-编辑”选项。用屏幕上端的功能键查看和分析检索结果。

Note/备注:

- After highlighting a bank from the left frame, click List of Standard Peer Group Banks

under the Bank Snapshot to display a list of banks limited to those belonging to the same peer group. Clicking Display General Index will bring you back to the main screen. 从左侧银行列表框内选中一家银行后，点击位于该银行简要信息栏下侧的“List of

Standard Peer Group Banks-标准同业银行组列表”可以显示与所选银行属于同业组的银行列表。点击“Display General Index”，回到主屏。

BANKSCOPE QuickGuide

2.2 Searching by Financial Criteria 按财务指标检索

1. Click the + to the left of Financials in the list of search criteria. This opens a detailed list

of all the financials with which you can search BANKSCOPE. Select one by clicking on the + for the category (Assets, Liabilities, etc) and clicking the item.

点击检索项列表中“Financials-财务指标”左侧的“+”，打开可以在BANKSCOPE 中进行检索的所有财务指标列表。点击“+”可以打开一个指标类别，（如：总资产，总负债等）然后选择该类别下的项目。

2. Complete each portion of the window. For example, choose the year or quarter by

clicking the radial buttons and enter the minimum and/ or maximum amount of interest for that financial.

完成检索窗口的每部分内容（见下面）。如：点击相关单选按钮，进行年代或季度选择；键入您所设定的指标最大/最小值。

4. Clicking OK activates the search step and displays the Search Summary screen. From

点击OK 开始检索，同时屏显“检索摘要”。在此窗口，可以查看和管理检索选项并显示检索结果。在此窗口的下面有“DELETE-删除”和“EDIT-编辑”选项。用屏幕上端的各键查看和分析检索结果。

Note 注：A selected year and A given quarter will open drop down menu allowing you to choose the year or quarter of interest.可选年度和季度项均提供备选菜单供您选择感兴趣的年份或季度。

2.3 Multiple Criteria Searching 复合检索

1. Several search criteria may be combined for a multiple criteria search. To combine steps,

first select and complete the search window for a variable and click OK. When you are

BANKSCOPE QuickGuide

viewing the Search Summary, simply select another criteria. Continue until all search steps you desire are displayed in the Search Summary.

组合几个检索项可以进行复合检索。具体步骤是：先选择和完成一个检索项，点击OK。在查看“检索摘要”窗口的同时，进行下一个检索项的选择。重复以上操作直至所有需要的检索项都显示在“检索摘要”窗口内。

2. The search example below combines 3 individual search steps to select all banks located

in the OECD with a minimum Loan balance of USD $10,000,000 and an Fitch long term rating of AAA, AA+ or A.

以下举一个复合三个检索项的例子。要求查找在OECD 区域内，惠誉长期评级为 AAA, AA+ 或A，贷款余额最小值为10,000,000美元的所有银行。

Note 注：

- Step Result shows the number of banks on the entire database satisfying the criterion. In

the screen above, search step 1 found 12,630 banks.

步骤结果显示整个数据库中满足该检索项要求的银行数量，如上图，检索步骤1找到12630家银行。

- Search Result details the number of banks satisfying the criteria for all search steps up to

that point.3,884 banks meet both the first and second criteria above.

检索结果显示完成所有检索步骤后满足检索项要求的银行数目，如上图，满足检索项1和2的银行共有3884家。

- By default all criteria are added. You can change the search logic by clicking Other

Boolean search at the bottom of your screen and entering your own expression using the Boolean operators And, Or, And Not. Click OK at the end of that line to activate the change.

在所有检索项未加入前，通过点击位于屏幕底部的“Other Boolean Search”键对检索式之间的逻辑关系可进行修改。选择“AND, OR, ANDNOT” 建立自已的逻辑表达式，点击最下方的OK即可完成修改步骤。

2.4 Saving Strategies and Company Sets 保存检索项和银行组

BANKSCOPE QuickGuide

Search Strategies: Any sequence of search steps (a search strategy) can be saved and

reused at a later date. Doing this allows you to monitor companies that meet your criteria, but results may differ over time as each company’s accounts are updated.

检索项：按任何顺序排列的检索步骤（每个检索式）都可以保存并以后重用。这个功能使您在每月收到BANKSCOPE更新盘时，及时关注到那些符合检索标准的银行。即便使用同一检索项，每个月的结果可能会不同，这是因为同一组中的各家银行，其数据在BANKSCOPE 中是不断更新的。

1. Perform all the required search steps and display the Search Summary.

完成所有的检索步骤并显示“检索摘要”。

2. Click Save Strategy at the bottom of your screen and give a name to the strategy.

点击屏幕底部的“Save Strategy”，并给这个检索项一个名字。

3. To use this strategy later, choose Load strategy from the search criteria.

要调出这个检索项，在检索项列表中的选择“Load strategy”即可。

Bank Sets: a bank set differs from a search strategy because using it at a later date will NOT produce different results. The saved set is specific to the banks matching your search criteria and will not be affected as company information is updated.

银行组：银行组与检索项的区别在于，保存过的银行组以后再调出时，不会产生不同的结果。所保存的银行组符合用户的检索标准，且不受BANKSCOPE 更新信息的影响。

1. Perform all the search steps need to retrieve your bank set. Display the Summary

Search.

完成需提取银行组的所有检索步骤并显示“检索摘要”。

2. Click Save a Bank Set at the bottom of your screen and give a name to the set of

selected banks.

点击屏幕底部的“Save a Bank Set”，并给这个银行组一个名字。

3. To use this bank set later, choose Load a bank set from the search criteria.

要调出这个银行组，在检索项列表中的选择“Load a bank set”即可。

3.0 Listing Banks 银行列表

1. At any time during a search it is possible to display the full list of the banks matching your

search criteria by clicking on List tab.

任何时候，检索完成之后，点击”LIST－列表” 键，可以显示符合检索标准的银行列表。

BANKSCOPE QuickGuide

2. Clicking on the bank name will take you into the report. The icons before the name will

take you to the banks, Scanned annual report, Peer report, Reuters news file, Mergers & Acquisitions news, and Executive report.

点击银行名称，即可进入一家银行的详细报告。银行名称前面的功能键从左到右依次代表：原始年报镜像、同业报告、路透新闻、购并新闻和银行资信报告。 Note 注：

- Click the check box to the left of the bank name to mark banks for selection. This will

allow you to delete banks using the Delete button. It will also mark banks to select them for export with the Export button.

点击银行名称左侧的选择栏标注已选择的银行。然后点击“Delete”键可以删除这些银行；或点击“Export”键，可以下载这些银行的数据。

- Sort banks in the List using the Sort button or by clicking on the column heading you

wish to sort by.

使用“Sort”键可以对银行列表进行排序。也点击列表项目栏的标题进行排序。

3.1 Creating a New List Format 创建一个新的列表格式

1. List formats refer to the items displayed next to each bank name in the list. You can

create and store your own list formats. To create your own format, display a list by clicking the List tab.

列表格式是指在一个银行列表中，银行名称右侧的数据显示内容。用户可以自定义并保存数据显示内容，要创建一个新的列表格式，点击“LIST－列表”显示银行列表。

2. Once the list is displayed click the button at the bottom of the screen. The list of defined

formats is displayed. You may select one of these or click New to create one.

在列表状态下，点击屏幕下方的”FORMAT”键，所有以前曾保存过的列表格式会显示出来。你可以选择其中的一个或制作一个新的列表格式。

3. Select a Model and Section from the drop-down lists at the top of the screen. Then

highlight the variable of interest and click the > key to send it to the Selected fields area.

BANKSCOPE QuickGuide

从屏幕顶端的下拉菜单中选择一个模板和数据段，然后点中感兴趣的变量，用“>”将其带至已选区域内。

4. When selecting financial items, remember to highlight the years, currency and units

before clicking the >.

在选择财务指标时，要先选中年、币种和单位，然后用“>”将其带到选择区之前。

5. Type a name into the Format name text box to retrieve it easily at a future date. Click

Save and the new format will be added to the list of available formats. Then click OK to return to the List (presented in your new format).

在“Format name”文字框中键入一个名称以便日后提取。点击“Save”，新的列表格式就会被加入到可用列表格式清单中，点击OK回到列表状态（此时以新格式显示列表）。

4.0 Viewing Company Reports 查看银行报告

At any time during a search it is possible to display the full information available for the banks in your search by clicking the Report tab at the top of your screen.

任何时候，只需点击屏幕顶端的 ”REPORT” 键，即可读取已搜索出的银行的全部数据。

The available data in a Report includes: 报告内容包括：

• Global detailed Standard • Header 标题栏

presentation • Ratings 评级

全球详细标准财务指标模板 • Profile and ratios 银行概要和比率

• Global detailed Liquidity • Global summary (income

presentation statement and balance sheet)

全球详细流动资产模板全球标准财务指标汇总（损益表和

• Spreadsheet 资产负债表）

本国财务报表

BANKSCOPE QuickGuide

• • • • • • • • Raw data (English) 原始财务数据（英文） Raw data (Native)

原始财务数据（本国语） Ratios 比率

Security and Price Information 股票和价格信息 Current Stock Data 当前股票数据

Annual Stock Data 年度股票数据

Current Stock Valuation 股票现值

Annual Stock Valuation

• • • • • • •

年度股票估值

Weekly Pricing Series 每周估价系列

Monthly Pricing Series 月度估价系列

Mergers and Acquisitions 购并事件

Shareholder Information 股东信息 Subsidiaries 附属机构

Board Members & Officers 董事会成员 Reuters news 路透新闻

4.1 Creating a Report Format 创建一个新的报告格式

Creating a customised report format allows you to choose what combination of sections is presented in a bank report.

通过组合报告中的不同数据段内容，用户可以创建自定义报告格式，。

1. To create a new report format, first display a report by clicking the Report tab at the top of

your screen.

创建新的报告格式，首先点击屏幕顶端的“Report”键显示一份报告。

2. Click the Format button at the bottom of the screen. A list of previously saved formats

and individual report sections will be displayed. Click the New button to create a new format.

点击屏幕底部的“FORMAT” 按钮，所有以前曾保存过的报告格式会显示出来。同时报告不同的数据段也会显示出来，点击“NEW” ，创建一个新的报告格式。

3. Highlight on an available section of interest and click > to move it to the Selected sections

list. If necessary, repeat this process until all required sections are selected.

在列表中选中需要的数据段然后点击“>”将其带入“Selected section－已选择区”。若需要，可重复以上操作，直到所要求的各数据段都被选中。

BANKSCOPE QuickGuide

4. Type a name into the Format Name text box to retrieve it easily at a future date. If you do

not enter a name for your formats BANKSCOPE will automatically name them format0, format1 etc.

在“FORMAT NAME” 文字框中键入一个新名称，以便日后方便提取。若不输入名称，BANKSCOPE 会自动生成如 FORMAT0, FORMAT1 之类的默认文件名。

5. Click the Save button: your new format will be added to the list of available formats.

点击 ”SAVE” ，新的格式将被加入可用格式的清单中。

4.2 Creating a Report Layout 创建一个新的报告版面

Layouts refer to the columns of accounting data displayed in a bank report. The default layout shows the recent eight years of accounts in the filing currency. Defining a layout lets you specify the years, the order of years, and the currency.

版面指的是一份银行报告各项财务数据栏的显示方式。默认的版面中是按本国币种显示最近八年的财务数据。定义一个新版面，用户可更改数据的显示年代，年代顺序与货币种类。

1. To create a new report layout, display the report by clicking Report from the frame at the

top of your screen.

要创建一个新的报告版面，点先点击屏幕上端的”REPORT” 键以显示这份报告。

2. Once the report is displayed click the Layout button at the bottom of the screen. A list of

previously saved layouts will be displayed.

报告一经显示，点击屏幕下方的”LAYOUT” ，以前保存过的版面清单会显示出来。

3. Click the New button, highlight one or more years and click > to transfer them to the

Selected columns list. If the Relative button is checked, the most recently available years will be displayed. If the Absolute button is selected, the absolute years will appear (if the data for the year selected is not available, the text \"n.a.\" will be displayed in the report).

BANKSCOPE QuickGuide

点击”NEW”，然后选定一年或多年，用 “>”” 将所选的年代移动到“已选择栏”。数据的年代有两种显示方法：RELATIVE表示按最近的年份往回追溯； ABSOLUTE表示绝对年份。（若所选年份没有数据，据告中会显示“N.A.”）

4. You can view the layout in a currency other than the default, as relative to the total, or in

variations. To do this, mark the appropriate button and choose the currency before clicking > to transfer the information to the Selected columns list.

除默认货币外，可以用其他货币查看报告。要实现这个功能，请点“Money values in reference currency” 按钮，然后选择币种，最后再点”>” 键，将设定的信息转移到 “Selected Columns List－所选区域”内。

5. Type a name into the Layout name text box to retrieve it easily at a future date. If you do

not enter a name for the layout, BANKSCOPE will automatically name them layout0, layout1 etc.

在“Layout name” 文字框中，为这个新的版面取个名字以方便日后提取。如果未给新版面取名，BANKSCOPE 会自动生成如LAYOUT0, LAYOUT1之类的默认文件名。

6. Click the Save button: your new layout will be added to the list of layouts.

点击 ”SAVE”，新的版面将被加入可用的版面清单中。

5.0 Exporting Information 数据下载

BANKSCOPE enables exporting to other software programs, including spreadsheets, databases, word processors and ASCII formats.

BANKSCOPE 提供数据下载功能。用户可以将数据下载到其它的应用软件中，如电子制表，数据库，文字处理软件和ASICII 格式。

1. To export the data you are viewing, click the Export button in the upper right of the

screen and select the format and data to be exported. Once the window is complete, click Export to transfer the data.

BANKSCOPE QuickGuide

要下载下正在查看的数据，点击屏幕右上方的“EXPORT”键，选择输出格式和要输出的数据。完成以下窗口内容，点击“Export”键进行数据下载。

6.0 User Support 全球用户支持热线

Bureau van Dijk offers all users full support for both data and technical questions. For

assistance, please visit our client support website support.bvdep.com or contact your account manager or the nearest Bureau van Dijk office:

Bureau van Dijk为用户提供全面的技术和数据方面的支持。如需帮助，请访问我们的客服网站：support.bvdep.com，联络您的客户经理，或致电到与您最近的BVD分支机构。

北京办事处技术支持热线：010-6809-6251

Location Email Telephone Austria help.wien@bvdep.com 43 (1) 958 10 84 Belgium: help.brussels@bvdep.com 32 (2) 639 06 06 Eastern Europe: help.bratislava@bvdep.com 421 (2) 5063 3326

33 (01) 53 45 46 00 France: help.paris@bvdep.com

Germany: help.frankfurt@bvdep.com 49 (69) 96 36 65 0 Italy: help.milan@bvdep.com 39 (02) 43 98 22 77

81 (3) 5256 6720 Japan: help.tokyo@bvdep.com

Netherlands help.amsterdam@bvdep.com 31 (20) 671 99 26 Portugal: help.madrid@bvdep.com 34 91 4 70 98

44 (20) 79 5050 Scandinavia: help.scandinavia@bvdep.com

Singapore: help.singapore@bvdep.com 65 6325 1230 Spain: help.madrid@bvdep.com 34 91 4 70 98

41 22 703 51 43 Switzerland: help.geneva@bvdep.com

United Kingdom: help.london@bvdep.com 44 (20) 79 5050 United States: help.newyork@bvdep.com 1 (212) 797 3560

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