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BLOOMBERG FOR
Corporations in india
A Bloomberg Professional Service Offering
CHANGE
THE
GAME
CONTENTS
03 A One-Stop Solution for Corporations in India
05 TREASURY – FOREIGN EXCHANGE
07 TREASURY – RISK MANAGEMENT
09 CORPORATE FINANCE & INVESTMENTS
13 CORPORATE STRATEGY – M&A
15 INVESTOR RELATIONS
17 COMMODITIES PROCUREMENT
19 MONITOR MARKETS & NEWS
21 ONE SOURCE
LOCAL INSIGHT
AND A GLOBAL
NETWORK OF
INFORMATION,
PEOPLE AND
IDEAS
Bloomberg was founded in 1981 with one core mission:
to bring transparency to capital markets through access to
information. It has become an invaluable partner to financial
decision makers across geographies, markets and roles.
As corporate India’s global influence continues to expand, it
faces unique challenges. Rapidly evolving financial markets,
increased volatility, new governance requirements and more
complex and difficult-to-navigate markets all contribute to
making this a challenging time for decision makers.
Bloomberg is an integral part of the financial landscape
combining the news, data and analytics in uniquely useful
ways that link your company to the world and help you make
informed decisions.
A ONE-STOP
SOLUTION FOR
CORPORATIONS
IN INDIA
ADVANCED SOLUTIONS FOR C-SUITE, CORPORATE
FINANCE, TREASURY, PROCUREMENT AND INVESTOR
RELATIONS PROFESSIONALS
The BLOOMBERG PROFESSIONAL® service, long the
system of choice for financial professionals worldwide,
has brought its market-standard platform to corporations.
If you are in corporate finance, treasury, investor relations,
procurement or senior management, Bloomberg can help you
and your organization reduce costs and achieve strategic
business objectives.
From gaining greater insight into Indian market conditions
to raising capital, managing risk and corporate planning,
the BLOOMBERG PROFESSIONAL service puts you on
the same platform used by leading banks and brokers in the
financial community.
The BLOOMBERG PROFESSIONAL service also integrates
market data with news and financial analysis so you’re on top
of market-moving events as they occur and in position to take
action at a moment’s notice. Create a customized workspace
to track the information important to you with BLOOMBERG
LAUNCHPAD™. Download real-time and historical data to
Microsoft Excel® to create custom analyses and reports.
Exchange ideas with colleagues, bankers and brokers over
Bloomberg’s market-standard communication network. And,
Bloomberg’s world-class customer service team goes beyond
service support to train you on how to fully leverage our
cutting-edge technology to optimize your workflow.
Experience the power of the BLOOMBERG PROFESSIONAL
service anytime and anywhere on your Blackberry®, iPhone®,
iPad® or other mobile device. Access the same information
you have in your office no matter what time it is or where you
are. BLOOMBERG ANYWHERE® provides you with access
to the BLOOMBERG PROFESSIONAL service from any
Internet-ready PC, anywhere in the world.
///////////////////////////////////
Level the playing field with your
analysts, investors and bankers.
///////////////////////////////////
03 // 04
BLOOMBERG FOR Corporations in india
CORPORATE
DISCIPLINES
CORPORATE
CHALLENGES
BLOOMBERG
ONE-STOP SOLUTION
FOREIGN
EXCHANGE
&
INTEREST
RATE RISK
MANAGEMENT
• Do my counterparties give me
the best spot and forward
currency rates?
• FX cross currency spot/forward
rates
• Mathematical Rate forecast models
• Which is the best hedging
strategy for my FX exposure?
• Request for Quote (commission-free
electronic trading)
• Should I raise funds in
domestic or foreign currency?
• Option pricing and scenario analysis
• What is the fair value of my
outstanding derivatives deals?
• Commodity curves
• Interest rate and FX swap valuation
• Multi-asset risk system with real-time
mark-to-market
CORPORATE
FINANCE AND
STRATEGY
&
INVESTMENT
MANAGEMENT
• How do I monitor issuance/
investor activity in my industry
sector?
• Debt issuance/distribution monitors
• Who are the best investment
bankers for my industry?
• League tables for all issuance types
• What do top economists and
researchers think about the state
of the economy?
• Can I track real-time M&A activity
and trends?
• IPO monitor equity offerings
• Capital structure analysis
• Secondary bond market monitor
• Equity and Fund screening searches
• Global mergers & acquisitions
search
• In-depth industry research
• Financial analysis of industry peers
INVESTOR
RELATIONS
• Who is likely to invest in my
company?
• What are the consensus
estimates for my company?
• How do I benchmark the
performance of my company visá-vis peers ?
COMMODITIES
RISK &
PROCUREMENT
• Relative value of competitors
• Shareholder pattern analysis
• Analyst recommendations
• Global market-moving news and
views
• Where are all the resources
concentrated globally?
• Mapping hard and soft commodities
and energy assets globally
• How are demand and supply
influencing commodity prices?
• Global commodity prices
• How could prices change?
• Agricultural supply & demand
TREASURY – FOREIGN EXCHANGE
Bloomberg provides you with the information,
analysis and tools you need to successfully
manage foreign exchange exposure and gain
greater insight into the interest rate and
credit environments impacting your Indian
and global operations.
Manage Foreign Exchange Risk
Fluctuating currency values can impact a company’s
competitiveness, earnings and it’s share price. Bloomberg
for Corporations enables CFOs and treasurers to identify,
understand and manage foreign exchange exposures and
trading activity effectively to protect their bottom line.
Monitor and Calculate Prices
Monitor and calculate prices for FX spot, forwards, forward
swap deals and options. Access aggregated Bloomberg FX
forward and options pricing, as well as pricing and volatility
surfaces from specific contributors.
FX CROSS CURRENCY
RATES FXC <GO>
Gain understanding of market
momentum for currency pairs
with this customizable matrix of
various spot and forward cross
currency rates data, including
current and outright prices,
currency fixings and daily price
changes. Customize the matrix
to monitor updates in real time
or to display historical data and
use this data to better time your
market strategies.
RATE FORECAST MODEL
FXFM <GO>
Calculate and analyze the
probability that future FX currency
exchange rate scenarios for a
selected currency pair will be
realized on a specific date or
during a specific period of time.
Such information helps with
deciding time frames for hedging
strategies.
05 // 06
BLOOMBERG FOR Corporations in india
Price Deals
Get the ability to instantly check the price being offered by
a dealer against the current market to gain control over your
execution quality.
Improve Trade Execution and Workflow
Do your own trading with your banks and obtain
competitive pricing, detailed trade reports, efficient markto-market valuations and complete audit trails.
Commission-Free Trading
Bloomberg’s business model of commission-free trading
for both the buy and sell sides allows for a comprehensive
selection of liquidity providers. The trading grid allows users to
view multiple liquidity providers on one screen, thus giving them
the ability to click and deal on the best bid/offer. Automatically
execute with just one or two clicks on your chosen spot, swap
or outright transactions while feeding post-trade information
directly into Bloomberg’s commingled trade blotters and
back-office systems.
REQUEST FOR QUOTE RFQ <GO>
Save time and improve execution and audit trail
quality with Bloomberg’s commission-free service
for trading FX spot, outrights, NDFs, swaps and
options. Ask for quotes from multiple banks/
counterparties in one go.
TREASURY – RISK MANAGEMENT
Analyze, price, test and monitor your hedging
strategies, including forwards, options, strips,
swaps and commodities.
Single and Multi-Leg Option Strategies
Bloomberg provides a robust and flexible workspace for
generating smart ideas and putting them to work quickly and
accurately. You can choose pre-built strategies or create your
own. You’re able to structure mark-to-market forwards, swaps,
options, strategies and structured notes in a flexible multi-leg
environment.
OPTION SCENARIO
ANALYSIS OVML <GO>
Structure and price the
fair value of options and
greeks based on market
data (volatility, interest rate,
forward points, strikes, spot
and tenor). OVML <GO>
supports an extensive set of
option types and multi-leg
strategies.
SWAP VALUATION
SWPM<GO>
Better negotiate the pricing
of swaps with transparent
swap valuation, which ensures
fair prices, provides a full
understanding of trades and
minimizes impact on P&L.
07 // 08
BLOOMBERG FOR Corporations in india
Interest Rate Swap Pricing and Valuation
Create, value and update interest rate swaps and derivative
securities. Display and update curves and cash flows, and
perform risk and scenario analyses for each leg of the swap
and for the entire deal.
Commodity Curves
Access forward curves for futures contracts and OTC
forwards. Determine where the markets indicate commodity
prices will be in the future.
Stress Test Derivatives Strategies
Our multi-asset risk system allows you to upload a portfolio
containing equity, FX, interest rate and commodity derivatives
and their underlying instruments, as well as vanilla bonds,
floaters and structured notes. You can also calculate P&L
and greeks and perform scenario analyses on any part of
the portfolio.
COMMODITY CURVES
CCRV <GO>
Plan the timing of your commodity
hedges and trades by creating
custom curves that can be added
to custom curve charts or sample
curve charts.
MULTI-ASSET RISK SYSTEM
MARS <GO>
For risk management, stress testing
and scenario analysis of various
derivatives strategies across
asset classes, for MIS and audit.
CORPORATE FINANCE & INVESTMENTS
Bloomberg for Corporations provides you
with the tools to raise capital, maintain
liquidity and maximize returns in difficult
credit and interest rate environments.
Analyze Capital Structure
Complete debt profiles display the fixed-to-floating mix,
amounts, maturities and costs of debt for your company, your
competitors and your industry to show where there is room to
issue and where there may be investor demand.
Estimate the Cost of Borrowing
Analyze the yield curve and relevant credit spreads, track new
issuance and observe where comparable issues are trading
to help you better estimate your issuance costs.
DEBT DISTRIBUTION
DDIS <GO>
Use DDIS to better understand
indebted companies, their debt
renewals and their ability to meet
their obligations to their debt
holders.
EQUITY OFFERINGS
IPO <GO>
Monitor equity offerings by stage,
industry sector, time period,
currency or region.
09 // 10
BLOOMBERG FOR Corporations in india
League Table Data
Create market searches to examine the leading underwriters/
legal advisers in a specific market or industry sector and
evaluate where they stand relative to competitors. Choose
specific search criteria to create custom ranking tables using
market variables, date ranges and/or specific underwriters/
legal advisers.
Evaluate Interest Rate Risk
Bloomberg provides the data and analysis to evaluate the yield
curve to help you develop an understanding of the current and
future interest rate environment.
UNDERWRITER RANKINGS
LEAG <GO>
List underwriter/legal adviser
rankings for the fixed-income,
equity, equity-linked, syndicated
loan and MTN and structured
loans markets.
CAPITAL STRUCTURE
CAST <GO>
Know where you stand in
repayments of debt. View capital
structure in order of seniority,
including on- and off-balance
sheet items.
CORPORATE FINANCE & INVESTMENTS
Find the securities that will maximize your
return and minimize your risk.
Locate Suitable Investments
Robust screening tools coupled with the largest and most
detailed database of fixed-income instruments give you the
best vehicles possible to find the investments you are looking
for. Search the most active bonds by volume for a selected
country and exchange/source. MOST ACTIVE BONDS
MOSB <GO>
View the most liquid bonds,
traded yields and volumes
for better investments and
benchmarking of your own debt.
Perform price discovery on
exchange traded bonds as
well as determine which
bonds have offered the
most liquidity historically.
FUND SCREENING
FSRC <GO>
Increase return on capital by
investing money with the most
efficient mutual funds. Generate
fund lists based on specific
search criteria to find those that
best meet your investment needs.
11 // 12
BLOOMBERG FOR Corporations in india
Route Trades and Improve Workflow
Trade with major dealers through Bloomberg’s Fixed Income
Trading platform or use our data to ensure competitive
pricing by checking quotes when dealing over the phone.
Monitor and Analyze Portfolios
Load your investments into Bloomberg’s robust portfolio
system to monitor their performance, analyze their risk
and get mark-to-market valuations.
PORTFOLIO &
RISK ANALYTICS
PORT <GO>
Monitor and analyze equity
investment in real time. Access
consistent pricing, weights and
return calculation methodologies.
Portfolio & Risk Analytics brings
together the critical data and
analytical features needed for
monitoring and managing equity
portfolios.
CORPORATE STRATEGY – M&A
Bloomberg for Corporations provides you
with reliable and relevant financial data and
tools to better evaluate potential acquisitions
and joint ventures in India and around
the world.
Mergers & Acquisitions
Extensive global coverage and customizable on-demand search
capabilities enable you to easily build reports and analyze
trends for robust M&A analysis. Comprehensive deal-level
information, as well as objective league table data, helps you
decide which bank is best for your needs. Export all data sets
and charts to a Microsoft Excel® spreadsheet or save charts as
high-quality images for client use.
MERGERS & ACQUISITIONS
MA <GO>
Check the MA market trends by
creating a customized homepage
featuring announced top deals,
regional activity, global activity
trends, top deal advisers and
industry activity data.
ECONOMIC RELEASES
ECO <GO>
Economic events fuel rallies.
Display, customize and manage
multiple event calendars to better
time your market participation.
Manage multiple economic
calendars. Manage calendars
by region, country and event
type; you can also display
current, historical and upcoming
economic event details.
13 // 14
BLOOMBERG FOR Corporations in india
Economic Analysis
Complete macro and micro information is available on an
actual and forecast basis worldwide, from inflation in Brazil
to exports from Asia.
A Comprehensive View of Industries
Bloomberg Industries provides insight into where an industry
stands today and where it is headed, using key industry data,
interactive charting, and written analysis from a team of
industry experts. Analyze an industry and its key constituents
to make faster and better investment decisions across the
capital structure.
Company and Industry Financial Analysis
Bloomberg enriches financial analysis with comprehensive,
current, transparent and accurate data. High-quality financial
statement data combined with industry-specific drivers
and valuation models, company filings and more give you a
complete financial picture of companies worldwide.
Environmental, Social and Governance Data (ESG)
Bloomberg’s ESG solution seamlessly integrates community
relations, training, workforce development and emissions
management data into Bloomberg’s powerful analytics.
BLOOMBERG INDUSTRIES
BI <GO>
BI provides a macroeconomic
view of any sector by a team
of experienced analysts using
comprehensive and proprietary
data and research.
FINANCIAL ANALYSIS
FA <GO>
Perform independent valuations
of balance sheets in standard
and comparable formats. Display
financial history for a specific
company or equity index, identify
trends and analyze the value of a
potential investment, partnership
or acquisition target. FA
provides aggregated fundamental
data for more than 15,400 global
indices and tracks more than 100
individual financial values.
INVESTOR RELATIONS
Indian corporations face unique requirements
for reporting to investors. Bloomberg facilitates
the tracking of current investors and the
targeting of new ones. Keep up with analyst
research, estimates and recommendations
to proactively and quickly manage your
firm’s message.
Target Investors
Review complete holdings data on your stock, bonds and
those of your competitors. Historical buying and selling data
coupled with detailed fund profiles and portfolio holdings help
you identify and better understand current and prospective
investors’ strategies and activities.
Stay Ahead of Analysts
Complete analyst recommendations, research and consensus
estimates are integrated on a single platform. Information
is updated in real time to help keep you informed and is
available historically for deeper analysis. Determine the latest
analyst sentiment and identify those analysts who have the
most accurate equity ratings.
RELATIVE VALUE
RV <GO>
Find the best-performing
stocks, mutual funds or
municipal bonds in any sector
and check their financial
health with customized group
analysis. Perform a customized
peer group analysis. Relative
value analysis can be applied to
company stocks, mutual funds
or municipal bond issuers.
SECURITIES HOLDERS
HDSM <GO>
Search for holders whose
trading activity may influence
the price of a selected
security. Easily identify which
holder groups have the most
securities as well as analyze
which holders have high buying
positions and high selling
positions.
15 // 16
BLOOMBERG FOR Corporations in india
Understand Your Position in the Industry
Versus the Competition
Bloomberg’s core strength in financial analysis gives you the
whole picture when comparing your company to your industry
or to other companies. Fundamental and historical financial
ratios combined with real-time data put the information you
need at your fingertips.
Stay on Top of Current Events
Bloomberg’s news service allows you to always be on top
of the events affecting your company. Leverage our events
calendar and transcription service to see exactly what others
are doing, when they are doing it and what they are saying.
Monitor social media postings on your firm and industry from
Twitter, Yahoo! Finance, industry blogs and other sources.
ANALYST
RECOMMENDATIONS
ANR <GO>
Find out what analysts are saying
about you and your competitors.
Display a list of analysts’
recommendations, price targets,
price target time periods and a
consensus rating for a selected
equity. You can also create or edit
an analyst recommendation alert.
EVENTS CALENDAR
EVTS <GO>
Customize event calendars
by industry, company, activity
type and more. Past events
and calls are archived through
audio file and transcribed for
your review.
COMMODITIES PROCUREMENT
The rise and fall of commodity prices have
an enormous impact on Indian businesses.
Bloomberg for Corporations helps you better
address the issues of physical raw material
data collection and aggregation and their
impact on resource procurement and utilization.
Access Pricing and Information on Raw Materials
Bloomberg includes complete global data on energy, metals,
agriculture, shipping and emissions markets. Take advantage
of our fundamental data and an innovative asset-mapping
platform for pricing your transactions. In addition, access raw
materials pricing and information with real-time and historical
pricing for futures and physical markets.
ASSET MAPPING
BMAP <GO>
Source commodities from
global markets and instantly
know their location. Query the
Bloomberg energy database
to generate maps for multiple
categories, including energy
assets, mines, and rack pricing.
Design response scenarios for
each search type with real-time
data and aerial imagery.
GLOBAL COMMODITY
PRICES GLCO <GO>
Monitor prices of all important
commodities in one place.
17 // 18
BLOOMBERG FOR Corporations in india
Analyze Hedges and Reduce Costs
Bloomberg offers you the ability to either route trades
electronically or communicate more effectively with
counterparties while providing you the transparency you need
to decrease your reliance on their assumptions and models.
Monitor News and Price Forecasts
Enhance your data solution with aggregated commodity
forecasts and cutting-edge news in a real-time environment.
AGRICULTURE SUPPLY &
DEMAND AGSD <GO>
Display and analyze
supply-and-demand data for
global agricultural commodities
on three levels (region, country,
world) and from a variety of
sources. You can customize
the main table to display the
statistics most important to you.
MONITOR MARKETS & NEWS
Stay on top of real-time developments in the
markets relevant to your business from FX,
interest rates and commodities to equities,
bonds and CDS. Monitor the news flow on
your company and industry more efficiently
with screening and organization tools.
Access exclusive innovative BLOOMBERG
NEWS® content and thousands of other
sources, including blogs.
Charting
Unique features enable you to chart everything from your
stock price to capital structure and equity options to
fundamentals, short interest, news, corporate actions and
competitive performance.
Corporate Actions
Follow corporate actions and know what others in your
industry are doing in the capital markets.
Intra-day Performance
Monitor stock prices and trading volume, including block
trades, throughout the trading day for the stocks that matter
most to you.
MULTIMEDIA AV <GO>
View multilingual television
programs and listen to radio
broadcasts with direct access
to reports and interviews, news
conferences, events, podcasts
and teleconferences.
/////////////////////////////////////////////////
Experience the power of Bloomberg anytime
and anywhere on your mobile device with
BLOOMBERG ANYWHERE.
/////////////////////////////////////////////////
19 // 20
BLOOMBERG FOR Corporations in india
Customizable News Panels
Customizable news panels include real-time audio and
visual alerts as well as keyword searches on the companies
you monitor.
Create a Customized, Dynamic View of the Markets
Create a customized workspace to track the information
important to you with BLOOMBERG LAUNCHPAD™.
Download real-time and historical data to Excel to create
custom analyses and reports. Exchange ideas with
colleagues, analysts and investors over Bloomberg’s
market-standard communication network.
Stay Connected
Communicate with colleagues and counterparties
using our chat application, INSTANT BLOOMBERG® (IB).
Like you, IB doesn’t stop when you leave the office;
experience the power of Bloomberg anytime and anywhere
on your mobile device or any Internet-ready PC.
Build Your Network
Bloomberg maintains a database of approximately 1.5
million individuals with detailed contact information.
Keep in touch using Bloomberg’s superior
communications platform that combines traditional
e-mail and INSTANT BLOOMBERG.
Bloomberg News
Through 2,300 news professionals around the world,
Bloomberg provides immediate perspective on critical
business news as it happens, from where it happens.
Bloomberg Markets®, the largest monthly magazine for
financial professionals in the world, gives readers unparalleled
access to the most influential people in global business and
finance.
Bloomberg TV India, India’s premier business news channel,
covers business news with a global perspective relevant to
the Indian audience.
TAKE US WITH YOU
Bloomberg is now available on
the iPad®.
Bloomberg Markets® magazine
ONE
SOURCE
>>>>>>
EXPERTS ON THE GROUND
As part of our commitment to our Indian customers,
Bloomberg has local and global client service teams.
Whether you need assistance learning a new function,
researching market information or configuring your
system, we’re there to help you every step of the way.
And, through BLOOMBERG UNIVERSITY®, you can
benefit from our in-house training program across asset
classes and products.
ABOUT BLOOMBERG
Bloomberg was founded with one core mission:
to bring transparency to capital markets through
access to information. Today’s Bloomberg – with more
than 13,000 employees in hundreds of locations and
countries around the globe – builds on that foundation.
Everything we do connects decision makers in
business, finance and government to a broad and
dynamic network of global and local information, news,
people and ideas that enables faster, more effective
decisions.
21 // 22
BLOOMBERG FOR Corporations in india
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At Bloomberg, we understand that business in India never stops.
That’s why we have local, dedicated client service teams and
industry-leading, 24/7 global customer support.
///////////////////////////////////////////////////////////////////////////////////////////
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The BLOOMBERG PROFESSIONAL® service for corporate
finance, treasury and investor relations helps address the needs
you have today and prepares you for those to come. To learn
more about what the BLOOMBERG PROFESSIONAL
service can do for you, email our corporations team at
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