TEJ Plus Software Guide

The complete tool for corporate and financial information on companies in Asia

China Hong Kong Korea Malaysia Philippines Singapore Taiwan Thailand

TEJ Plus Software Guide

TABLE OF CONTENTS

Introduction......................................................................................................................... 3 Overview............................................................................................................................. 5 Stock Filter...................................................................................................................... 6 Multi Topic Query .......................................................................................................... 7 Financial Analysis (Taiwan only)................................................................................... 8 Multiple Stock Ranking (Taiwan only) .......................................................................... 9 Company Database ....................................................................................................... 10 Finance Database .......................................................................................................... 11 Financial Statement Views ........................................................................................... 12 Quick Graph.................................................................................................................. 16 Charts ............................................................................................................................ 17 Chart Options ............................................................................................................ 17 3-D Charts................................................................................................................. 18

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TEJ Plus Software Guide

Introduction
The TEJ Plus software is an integrated client application that connects automatically to the TEJ server to access all TEJ databases The main screen is composed of three main areas:

The top portion is the toolbar area containing the: - menu bar with all functions (this changes according to selected function) - shortcut toolbar (changes according to selected function) - country selection toolbar

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TEJ Plus Software Guide

The Navigation frame on the left allows the user to select from the available datasets and screening tools. Selected tools and database screens each open in a new window. - Stock Filter - Multi Topic Query - Financial Analysis tools - Company and economic datasets

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TEJ Plus Software Guide The main window contains reference material to assist the user in identifying account definitions, accounting and reporting standards by country, etc.

Overview
The greatest strength of the TEJ Plus software is in conducting thorough bottom-up financial analysis. The user will be very pleased with the depth of data for each company: hundreds of accounts in each financial statement and well as country-specific supporting data like monthly sales data, shareholder information, corporate actions, etc. To further aid analysis, TEJ Plus offers macroeconomic data, commodity prices, stock priced data, as well as a variety of financial market information in certain countries (such as fund NAV, bond, rights and warrants data, etc.).

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TEJ Plus Software Guide

Stock Filter
This function allows users to quickly screen through a given universe to identify those companies meeting their criteria. To screen through a specific subset of companies, users can use the <Select ID> button in upper right corner; otherwise the function will default to the entire universe of companies listed in the selected country. In the example below, only those companies with a monthly trading volume of 15 billion and among the top 30 stocks by market capitalization will be shown.

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TEJ Plus Software Guide

Multi Topic Query

This function allows users to screen using a number of different fields from the companies accounts; it is not limited to the main fields used in <Stock Filter>. Users must first select the company universe, then click on the <Select Field_Date> tab to choose the desired fields and time periods they wish to view.

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TEJ Plus Software Guide

Financial Analysis (Taiwan only)

This function offers powerful analytical tools to users on quarterly and annual periods. Numerous financial ratios both official ratios provided by local exchanges and ratios calculated by TEJ are offered in certain countries according to their relevance and common usage.

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TEJ Plus Software Guide

Multiple Stock Ranking (Taiwan only)

In this view, users can access country-specific data for screening companies. For example, in Taiwan, the database includes monthly sales figures.

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TEJ Plus Software Guide

Company Database
The corporate record varies from country to country according to available data. In addition to corporate data per se, this dataset also contains the macroeconomic datasets including commodities, as well as major shareholder records, officers and directors filings, dividends, corporate actions, and other company-level data.

For more details on each countrys required reporting, users should review the main window for country-specific background information.

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TEJ Plus Software Guide

Finance Database
The Finance Database is the most commonly used dataset in TEJ Plus. This dataset holds up to 500 + financial accounts for each company; extracted from the balance sheet, income statement, cash flow statement, as well as the notes to the financial statements. Financial results are available in both quarter-by-quarter format (Qly) as well as in cumulative YTD format (Acc). Depending on the country standard, there are a number of different accounting formats General, Banking, Financial, Insurance, etc. and accounting standards local accounting (such as PRC in China) vs. International Accounting Standards (IAS). Finally, some countries require consolidation of subsidiaries in the reporting of results while others do not or may allow reporting of both mother results and consolidated results.

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TEJ Plus Software Guide

Financial Statement Views

The default view of financial statements is with the accounts in each column and dates in each row, from the most recent to the oldest record in the selected date range.

As with most screens, data can be transposed between rows and columns using the icon in the toolbar:

Alternately, the shortcut key can be used to select which of the three fields to use as the query key company, data field, or date. Thus, by setting the data field as the query key, the above screen can be transposed to a comparative time series:

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TEJ Plus Software Guide

As in most views, the date chronology can be reversed (most recent statements last instead of first) through the Settings / Set Date Compare function in the menu bar. This function is also another method of changing the date range in addition to the toolbar shortcut.

To view the range of dates for which data is available, click on the the toolbar.

shortcut on

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TEJ Plus Software Guide

Equity Database
The Equity Database provides price data on listed stocks. While the Taiwan database contains extensive data on required reporting datasets such as dealer trades, the majority of exchanges only provide stock price data. This dataset is further subdivided into adjusted and unadjusted series of various frequencies. The adjusted figures may reflect corporate actions only (such as splits, rights, new issues, etc.) or corporate actions and dividends; according to local practice in return valuations.

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TEJ Plus Software Guide

Delisted Database
Three countries (Taiwan, China, and Hong Kong) contain datasets on defunct (delisted) companies. This historic record allows users to review records and eliminate the survivor bias in historic and regression analysis. The dataset includes most of the subsets of the active companies including financials, holdings, stock data, corporate actions, etc.

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TEJ Plus Software Guide

Quick Graph

The fastest and easiest way to create a graph is to use the (Quick Graph) shortcut on the toolbar. This toggles the Graph window open and closed. By default, the Graph window will open below the Grid window. To display only the Graph window, the window open and closed. shortcut on the toolbar toggles the Grid

To select the data to be graphed, drag the column or row heading to the chart area. Subsequent items can be added by dragging them to the chart as well. To manipulate the graph, use the Graph/Chart toolbar:

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TEJ Plus Software Guide

Charts
A more powerful and versatile graphing feature is the Chart Window which can be accessed under the <Setting> menu.

Chart Options
First choose Graph Settings in the <Setting> menu to choose the companies and data items you wish to chart. This allows you to select the company and data you wish to chart whereas the date range is selected in the Date toolbar.

Next, select single or multiple charts in the Chart window.

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TEJ Plus Software Guide The color and type of chart can be modified by selecting the company/chart in the lower right pane, and changing the defaults in the Chart toolbar.

The Company selector selected universe of companies.

lets you change companies or scroll through the

lets you scroll through only the companies and data The Chart selector selected in Chart Settings in the first step above.

3-D Charts

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TEJ Plus Software Guide

Index

3-D Charts........................................... 18 account definitions ................................ 5 accounting formats.............................. 11 accounting standards........................... 11 adjusted figures ................................... 14 Chart selector ...................................... 18 chart type............................................. 18 Chart Window..................................... 17 Charts .............................................. 2, 17 commodities........................................ 10 Company Database ......................... 2, 10 Company selector................................ 18 company universe ................................. 7 consolidated results............................. 11 consolidation ....................................... 11 corporate actions ................. 5, 10, 14, 15 country selection ................................... 3 dataset ............................... 10, 11, 14, 15 defunct................................................. 15 Delisted Database................................ 15 dividends ....................................... 10, 14 Equity Database .................................. 14

Finance Database ............................ 2, 11 financial accounts................................ 11 Financial Analysis......................... 2, 4, 8 financial ratios....................................... 8 Financial Statement Views ............. 2, 12 Graph Settings..................................... 17 Graph window..................................... 16 main screen ........................................... 3 main window................................... 5, 10 menu bar.......................................... 3, 13 Multi Topic Query ........................ 2, 4, 7 multiple charts..................................... 17 Multiple Stock Ranking .................... 2, 9 Navigation............................................. 4 quarter-by-quarter format.................... 11 Quick Graph........................................ 16 scroll.................................................... 18 shareholder...................................... 5, 10 Stock Filter................................ 2, 4, 6, 7 survivor bias........................................ 15 toolbar ..................... 3, 12, 13, 16, 17, 18 YTD format......................................... 11

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TEJ Plus Software Guide

TEJ Plus software is available through :

Taiwan Economic Journal Co. Ltd. 11F, No.57, Dong Xing Rd., Taipei, Taiwan R.O.C. TEL:886-2-87681088 FAX:886-2-87681336 Email: tejplus@tej.com.tw

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