Bloomberg - Equities. Industry and company analysis: Introduction

• Equities have the same meaning as stocks and shares - they are part ownership of a company;
• Equities confer the right to residual earnings and net assets of a company;
• The purpose of the stock market is to provide a platform for selling and buying equities.

Source: WorldAtlas. n.d. Largest stock exchange operators worldwide as of April 2017, by market capitalization of listed companies (in trillion U.S. dollars). Statista. Accessed 27 March, 2018. Available from https://www.statista.com/statistics/270126/largest-stock-exchange-operators-by-market-capitalization-of-listed-companies/.

More facts:

• Equities are much more volatile than bonds;
• Symbolic meaning: owning part of a company (equity) vs interest earning investment (fixed income);
• An example: No one has predicted the success of Apple.

Trivia:
A story about a person who sold his Apple shares too early: https://en.wikipedia.org/wiki/Ronald_Wayne

Functions

Some of the main functions for Industry analysis and company analysis within the Bloomberg Terminal are:

Every of the above function has its own distinct features which also depend on the type of security chosen. This guide provides only a brief introduction to the company and industry analysis, which is based on the Bloomberg Market Concept (BMC) course. 

This guide was created by Mantas Geidrichis