Course Guide

EWMBA 222 Financial Information Analysis

Spring 2011

All US SEC filings are public information and are freely available from the SEC, and also on most company websites under Investor Information.

What information is available in a 10-K? Lexis-Nexis Academic has good descriptions of what is contained in the major filings (Annual Reports, 8-K, 10-K, Q, 4, 20F, 144, Proxy, Prospectus, Registration Statement, Accompanying Exhibits) - select the blue Companies tab in the left column, then the SEC Filings link. Click on the information button for each filing to get a detailed description.


(access from

IMPORTANT: For off-campus access to databases, setup instructions are on the Library Proxy Server page.

Business News

Factiva Current international business news.
Select industries from industry tab for current news.
News tab - select drop down menu with pre-selected industries for current news. List of industry-specific publications is useful for selecting publications to search.

Company Financials and Reports

Mergent Online US and international companies financials, Excel format.
• Company information and latest news
• Highlights tab: financial highlights
Lexis/Nexis Academic Company financials (can download into Excel), profiles and news

Industry Reports

Standard & Poor's Net Advantage industry reports on the largest 50 US industries.
• How to analyze a company in each industry
• Industry glossary
• Industry references: research sources, associations, government entities, industry journals
• How the industry operates
• Compare companies
Ibis World Industry Market Research Market research reports on 700+ industries
• Industry outlook
• Operating Conditions
• Industry glossary
• Key companies, rankings
• Products, market share concentration, barriers to entry, key success factors, globalization
• Up and down stream sectors
Business Monitor Online 14 industries in 100+ countries, quarterly reports
• 5 year business forecasts and regulatory environments
Thomson ONE Analyst reports from investment banks via Thomson ONE
Choose "Screening & Analysis -> Research" on the left sidebar.
Must be accessed using Internet Explorer.

Country Reports

EIU 100+ countries
  • Country Reports and Profiles - politics, economy, history, of countries. Yearly profile updated with monthly reports.
  • Country Commerce - practical guide on how to do business in 61 countries - business regulations, permits required, operating conditions, etc.
Business Monitor Online Country Risk (political, business environment) reports and rankings (100+ countries)

Mergers and Acquisitions Venture Deals

Lexis/Nexis Academic Select blue Sources tab in left column.
Select Find Sources link
Enter 'mergers' in Keyword search box.
Select publications to search for mergers. The blue information logo describes in detail what is available in each publication.
SDC Platinum One dedicated terminal in the Business Library. (The same data is available in Lexis/Nexis when you search the publication SDC Mergers & Acquisitions.)
Thomson ONE Private equity and venture capital investment information via Thomson ONE.
Choose "Screening & Analysis -> Private Equity" on the left sidebar to access.
Works only in Internet Explorer.

Questions? Contact:
Monica Singh, EWMBA Librarian, Long Business Library
Haas School of Business, University of California, Berkeley