EWMBA 222 Financial Information Analysis
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.
DATABASES(access from http://www.lib.berkeley.edu/BUSI/databases_A-Z.html)
IMPORTANT: For off-campus access to databases, setup instructions are on the Library Proxy Server page.
|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|
|ISI Emerging Markets||Foreign company financials, mostly in foreign languages|
|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
|ISI Emerging Markets||Industry and company reports for countries in Asia, Central Europe, Latrin America, Middle East, sub-Saharan Africa|
|Thomson ONE||Analyst reports from investment banks via Thomson ONE
Choose "Screening & Analysis -> Research" on the left sidebar.
Must be accessed using Internet Explorer.
|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.
Monica Singh, EWMBA Librarian, Long Business Library
Haas School of Business, University of California, Berkeley