Software Guide 2003

  Home Contents

Requirements
Creating a Universe
Creating a Template
Screening Function
Analysis Function
Copying and Pasting
Filtering Data
Data Settings
Database Coverage
Reporting Standards
Troubleshooting
List of Appendices

Creating a Universe

Click here for the Flash Tutorial on creating a new Universe.  A high-speed Internet connection is recommended for this 3-minute tutorial (the 858 KB animation may take up to 1 minute to load).  All Finasia Tutorials are best viewed in Full Screen (F11 shortcut in IE) and 1024 X 768 resolution.  Click here if your browser does not have the Macromedia Flash Player plug-in.

If you are working on an existing and previously-saved Universe, simply use the <Open Universe> option.

If you are beginning a project that requires the creation of a new Universe of companies, select <Universe> from the Menu toolbar, then <New Universe>.  The selection criteria are by Company Register, or Multiple Filters.  The latter option allows you to select component companies based on Stock Exchange, Sector, Financial Statement data, Formulas and Ratios filtering.  When creating a New Universe using Financial Statement data, only Level-1 items are available as these have been mapped across all countries for ease of comparison.  Please refer to Appendix III for a complete description of the Level-1 items available.

 e.g. Create a Universe composed of  HKSE-listed companies with a market capitalization greater than US$ 250 million, and Net Sales greater than HK$ 800 million.

 

 When creating a New Universe using the <Company Register> option, you must first identify the Stock Exchange on which the Stock is traded, then select the company.  You may sort the list of companies by Company Name or by Ticker Code by clicking on the title cells of the grid in the List Box.

 Immediately after creating a New Universe, you should save the universe description by using the <Save Universe> option under <Universe> on the Menu toolbar.  You may subsequently edit the universe at any time.  If you do not save your new Universe, you will be prompted to do so before proceeding to any of the ANALYSIS functions.       

To access a saved universe, simply select the <Open Universe> option from the <Universe> Menu.  It is important to note that the Universe content will be refreshed every time it is opened.  If a new company is listed on an exchange and conforms to your criteria, it will be added to the Universe automatically.

A number of sample Universes are included in your installation in the Template folder.  To customize any of the templates, you simply need to rename them after editing (<Universe>,<Edit Universe>).

    -  Red_Chips.uni represents the suggested universe of HK-listed companies controlled by PRC interests.  SInce there is no :universally-accepted standard defining this universe, it is recommended that you edit the universe to suit your analytical needs.

    -  China_B.uni represents all the "B" shares listed on the Shanghai and Shenzhen stock exchanges as of November 2002.

    -  China_H.uni represents all the PRC-controlled companies with shares listed on the Hong Kong Stock Exchange ("H" class shares) as of November 2002.

    -  Screening.uni is a sample screening universe.

 

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Taiwan Economic Journal