To perform deep analysis on the financial tables, you can use several options provided by this screen.
Security Selection:
You can select unlimited number of equities you are interested in. You can switch between the Stock Exchanges to reach the complete list of the securities traded, sector, indices or banking to review certain group of securities.
Template:
If the selected company has published financials in several templates (ex. Local (LAS) or International Accounting Standard - IFRS) you need to select the appropriate template of the security. You can also distinguish between Consolidated (Cons.) and Stand-alone financials (Solo) if appropriate.
The template abbreviation model is specifying the type of the template (Banking, Industrial), the country of the template (RU, PL, RO) and the accounting standard (For Example, IFRS or RAS (Romanian Accounting Standard))
Industrial (Comparison) and Banking (Comparison) templates are created to be able to compare financials between different templates of the covered exchanges.
Period:
The intersection of the periods of the selected securities is listed. You can select one or more of the periods.
You can list periods consisting of cumulative, semi-annual and quarterly figures by selecting YTD, H and Q respectively. More detailed information about the format of the quarters can be found in Date Selection help page.
You can change the period list order as Ascending or Descending.
Currency:
Default currency is the one which you selected in the Tools>Options window. You can select different currencies from the list.
Coefficient:
You can choose to view the financials with the 1, thousand or million coefficient. For example, if you choose 1000 as coefficient, the financials will be divided by 1000 and shown this way.
Table type:
When you choose the securýty the table types available for this equity will be shown (For example, Balance Sheet, Income Statement or Footnotes). You could choose multiple table types or one of them to review.
Item:
The financial items belonging to the table types are listed. You can choose to review the complete list of the financial items or one or several of them.
In the “Advanced” section you can choose:
Original:
If you choose the Original, the financial announced as is in the company report will be shown, meaning that the format of the financials will be exactly as given in the company’s report without standardizing them. With this method you can view financials only for 1 period as the format of the published financials might have change between periods.
If "Show Original" is checked then all items are selected automatically and you are not allowed to make any selections within the table items.
Show Ratios:
If you would to review the main ratios next to the company’s financials, you should choose Ratios option.
TTM:
If you would like to see the trailing 12 months financials, you choose the TTM option.
Inflation:
When you need to take inflation into account, Financial Table items can be recalculated taking the effect of inflation adjustment coefficient which is dependent on the selected quarter.
Method:
You can choose between “A”, “C” and “A/C” financial methods.
Announced - the financials in the standardized template but as announced in the company’s report will be shown. For example, if the company when publishing financials for 2014/6M has also provided the figures for 2014/2Q period, when you choose 2014/2Q and “A” as financial method, the 2014/2Q data from the company’s reports will be shown.
Calculated - the financials will be calculated. For example, 2Q’s Income statement figures will be calculated by subtracting 2014/3M data from 2014/6M figures.
Announced/Calculated – If announced financials are not available, calculated financials will be shown. This is the method recommended.
Financial Method:
If you choose “Restated”, the latest announced by company figures will be shown. For example, if the company restated 2013/6M financials when publishing 2014/06 figures, the 2013/6M figures coming from 2014/06 report will be shown.
If you choose “As Of”, the originally announced by company financials will be shown. For example, even though the company might have restated its 2013/6m financials when publishing 2014/6m figures, the financials from the original 2013/6m report will be shown.
If you choose “Original Formula”, the financial announced as is in the company report will be shown, meaning that the format of the financials will be exactly as given in the company’s report without standardizing them in the industrial template. With this method you can view financials only for 1 period as the format of the financials might have change between periods. With this method financials can be pasted as formula to the Excel platform.