Fiscal Years & matching data

When you download annual report data from Compustat and need to match this with similar type data from Datastream you need to be sure that when you combine data it is from the same fiscal years. In Compustat you can download the data with both the variables Fiscal Year (= fyear) and Fiscal Year End (= FYR).

In Datastream the database Worldscope provides the annual report data. The data is usually reported with the calendar year as column or row headers. This can be compared to the Fiscal year in Compustat. For the fiscal year end the variable WC05350 can be used.

The unique combination to combine data from these sources is then:

  • Compustat Global & Datastream:
    ISIN (or Sedol) + Fiscal year + Fiscal year end
  • Compustat North America & Datastream:
    Cusip 9 / Ticker + Fiscal year + Fiscal Year End

N.B.:

1) In Compustat Global you need to download the Currency code as well as the data etc. to know in what currency the data is made available in the database. The data from Compustat North America is reported in US Dollar. In Datastream you can choose to download your data in a specific currency (calculated using historical exchange rates according to Thomson)

2) Accounting Standard can be an important variable as data in databases can be from different statements as reported by a company (statutory reports, SEC filings, etc.). In Compustat this variable is: acctstd. In Datastream it is the variable: WC07536

Email

Datastream Navigator update 4.6

Recently it was announced by Thomson that the Navigator tool in Datastream will undergo some significant changes. The changes concern the addition of some important search filters to more easily allow for finding and selecting the right series and data types (variables).
Some of these filter options are older ones that have returned from a previous edition of the Datastream Navigator.

The main changes are listed in the the document that they have released and which you can find here as well.

Email

WorldScope coverage updates 3rd and 4th Quarter 2016

WorldScope company records now cover annual reports data for 81410 companies. This includes 47560 active and 33850 inactive companies. The last 2 updates: 913 companies were added. Because of the changes the number inactive companies in the database has stayed approximately the same: at the moment 47560. WorldScope company records are also available through Datastream and LexisNexis.

Today I have updated the WorldScope country coverage file and it now includes the latest updates as they were posted in the third and fourth Thomson Reuters Infostream quarterly publication of 2016.

Major updated Countries (new records):
Australia (34)
China (102)
Hong Kong (44)
India (148)
Japan (41)
South Korea (21)
Sweden (28)
Taiwan (23)
United Kingdom (34)
United States (239)

Email

WorldScope coverage update 2nd Quarter 2016

WorldScope company records now cover annual reports data for 80497 companies. This includes 47564 active and 32933 inactive companies. This update: 578 companies were added. Because of these additions the number of active companies in the database has gone up 172 from 47392 in April. WorldScope company records are also available through Datastream and LexisNexis.

Today I have updated the WorldScope country coverage file and it now includes the latest update as it was posted in the second Thomson Reuters Infostream quarterly publication of 2016.

Major updated Countries (new records):
Australia (27)
China (44)
Hong Kong (28)
India (29)
Japan (29)
South Korea (44)
Poland (25)
Sweden (30)
Taiwan (34)
United Kingdom (23)
United States (137)

Email

WorldScope coverage update 1st Quarter 2016

WorldScope company records now cover annual reports data for 79919 companies. This includes 47392 active and 32527 inactive companies. This update: 732 companies were added. Because of these additions the number of active companies in the database has gone up 385 from 47007 in December. WorldScope company records are also available through Datastream and LexisNexis.

Today I have updated the WorldScope country coverage file and it now includes the latest update as it was posted in the first Thomson Reuters Infostream quarterly publication of 2016.

Major updated Countries (new records):
Australia (41)
Germany (19)
Hong Kong (47)
India (36)
Japan (31)
South Korea (27)
Sweden (35)
Taiwan (29)
Ukraine (27)
United Kingdom (27)
United States (174)

Email

WorldScope coverage update 4th Quarter 2015

WorldScope company records now cover annual reports data for 79187 companies. This includes 47007 active and 32180 inactive companies. This update: 634 companies were added. Because of these additions the number of active companies in the database has gone up 297 from 46714 in September. WorldScope company records are also available through Datastream and LexisNexis.

Today I have updated the WorldScope country coverage file and it now includes the latest update as it was posted in the fourth Thomson Reuters Infostream quarterly publication of 2015.

Major updated Countries (new records):
Australia (30)
Canada (19)
China (16)
Hong Kong (25)
India (56)
Japan (21)
South Korea (44)
Sweden (16)
United Kingdom (17)
United States (258)

Email

WorldScope coverage update 3rd Quarter 2015

WorldScope company records now cover annual reports data for 78553 companies. This includes 46714 active and 31839 inactive companies worldwide. This update: 565 companies were added. Because of these additions the number of active companies in the database has gone up 229 from 46485 in June. This is the fifth update in a row that the total number of active companies went up. WorldScope company records are also available through Datastream and LexisNexis.

Today I have updated the WorldScope country coverage file and it now includes the latest update as it was posted in the third Thomson Reuters Infostream quarterly publication of 2015.

Major updated Countries (new records):
Australia (20)
China (135)
Hong Kong (19)
India (37)
Japan (44)
Taiwan (18)
United Kingdom (30)
United States (116)
Vietnam (29)

Email