HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON
THOMSON REUTERS
QUICKLY AND EASILY
THIRD EDITION

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
TABLE OF CONTENTS
  OW TO FIND DATA ON THOMSON
 H                                            EARCH BY THE MAIN CHARACTERISTICS
                                             S                                        WHY DO YOU NEED TO KNOW
 REUTERS QUICKLY AND EASILY:                 OF A BOND, SUCH AS RANGES OF COUPONS/    ABOUT FIDS?
 THIRD EDITION                                   MATURITY DATES AND CREDIT RATINGS,    FIELD NUMBERS
                                                 AS WELL AS PARTICULAR FEATURES OF     IN BRIEF: RIC SYMBOLS AND PAGES
 I NTRODUCTION TO THE THIRD EDITION             THE BOND
  OF HOW TO FIND DATA ON THOMSON                                                       THE GENERAL RIC SYMBOL STRUCTURE
                                             REUTERS 3000 XTRA – SEARCH FACILITIES
  REUTERS QUICKLY AND EASILY                                                            THE RIC SYMBOLS ROOT
                                              FOR VERSION 5.1
                                                                                        WHAT IS THE ADVANTAGE OF KNOWING
 HOW THIS GUIDE IS ORGANIZED                  THOMSON REUTERS SEARCH
                                                                                         ABOUT RIC SYMBOLS ROOTS?
 TIPS                                            TIP
                                                                                         PERIOD OR TIME INTERVALS
 IN BRIEF                                      DISPLAYING THE RESULTS OF A THOMSON
                                                                                         DELIMITERS
                                                REUTERS LOOKUP OR CRITERIA SEARCH
  HAPTER 1 – GETTING STARTED WITH
 C                                                                                       SEPARATOR INSTRUMENT
                                                HOW TO KEEP TRACK OF DATA
 THOMSON REUTERS DATA                                                                     EXAMPLE CODES
                                                 THAT HAS CHANGED
                                                                                          SOURCE CODES
 WHAT DO WE MEAN BY REAL-TIME DATA?              THE ALERTS SERVICE
                                                                                          EXCHANGE IDENTIFIER
 EXCHANGE-TRADED REAL-TIME DATA                  NEW DATA
                                                                                          IN BRIEF: GENERAL RIC
 WHERE CAN YOU FIND HISTORICAL
                                              HAPTER 3 – THE STRUCTURE OF
                                             C                                             SYMBOL STRUCTURE
  REFERENCE FUNDAMENTAL DATA?
  SPECIALIST DATA                            THOMSON REUTERS DATA
                                                                                      CHAPTER 4  – EQUITY MARKETS
                                             WHAT ARE RIC SYMBOLS AND PAGES?
  HAPTER  2 – SIMPLE WAYS OF FINDING
 C                                                                                     PEED-GUIDES, RIC SYMBOLS
                                                                                      S
                                             WHEN TO USE UPPER OR LOWER CASE           AND PAGES
 DATA ON REUTERS 3000 XTRA VERSION 5.1
                                              REUTERS INSTRUMENT CODES               FULL QUOTES FOR EQUITIES
  EUTERS 3000 XTRA – SEARCH FACILITIES
 R                                             (RIC) SYMBOLS
                                                                                      AMERICAN CONSOLIDATED QUOTES
 FOR VERSION 5.1                             ADVANTAGES OF RIC SYMBOLS
                                                                                      EQUITY RIC SYMBOLS INCORPORATING
 XTRA MENU                                   FULL QUOTES                               BROKERAGE CHARACTERS
 INSERT INSTRUMENTS EASILY                   CHAINS AND TILES                          EQUITY INDICES
 REAL-TIME STATUS                              SO WHAT IS THE DIFFERENCE BETWEEN      COMPANY NEWS
 ONE UNIQUE HELP SYSTEM                      A CHAIN AND A TILE?
                                                                                       TOP NEWS
 FINDING EQUITIES                            HOW TO DISPLAY A CHAIN
                                                                                       FACTIVA NEWS WATCH
 TO FIND AN INSTRUMENT WHEN                    HOW TO DISPLAY A TILE
                                                                                       SECOND-LEVEL (ORDER BOOK
 YOU KNOW ITS CLEARING CODE                     PAGE FORMATS                          OR MARKET MAKER) CHAINS
 (FOR EXAMPLE, ISIN)                            SPEED-GUIDES                            TIP
   FINDING DEBT INSTRUMENTS                     FIELD IDENTIFIERS (FIDS)                TIME AND SALES
  TO FIND A BOND WHERE YOU KNOW THE
 IDENTIFIER (SUCH AS ISIN, CUSIP OR SEDOL)

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
TABLE OF CONTENTS
 TIP                                           DEPOSITS AND FORWARDS             IN BRIEF: FUTURES
 EQUITY VIEWS                             FORWARDS                               DELIVERY YEARS FOR FUTURES
  BACKGROUND PAGES                        OUTRIGHT FORWARDS                      DELAYED FUTURES
 DELAYED EQUITIES AND INDICES             CONTRIBUTED EURO CROSS FORWARDS
 HOW TO CONFIGURE REUTERS 3000 XTRA           DEPOSITS                          CHAPTER 8 – OPTIONS
  TO HAVE DELAYED DATA AUTOMATICALLY       FORWARD RATE AGREEMENTS (FRAs)       EQUITY OPTIONS
  SWITCHED ON                             SWAPS                                  CHAINS OF OPTIONS ON
 TIP                                        ZERO CURVES                           CASH EQUITIES
 FIELD NAMES FOR QUOTE LISTS                HOW THE ZERO CURVE IS CONSTRUCTED    US OPTIONS TRADED ON OPRA
 IN BRIEF: EQUITY MARKETS                 VOLATILITIES                           OPRA STANDARD SERVICE
                                          FOREIGN EXCHANGE VOLATILITIES           TIP
 CHAPTER 5 – BOND MARKETS.
                                               INTEREST RATE VOLATILITIES         MONTHLY OPTION CHAINS
  OOLS FOR FINDING FIXED
 T                                             FIXINGS                            AT-THE-MONEY CHAINS
 INCOME DATA                                                                      THE STRUCTURE OF SINGLE-OPTION
                                             EURO INTERBANK OFFERED RATES
   BOND VIEWS SEARCH                                                               CONTRACTS
                                               OTHER FIXINGS
 SPEED-GUIDES, RIC                                                                EUREX CONTRACTS
                                             FIELD NAMES FOR QUOTE LISTS
   SYMBOLS AND PAGES                                                               FIELD NAMES FOR QUOTE LISTS
                                          AND POWER PLUS PRO
  NAVIGATING BY CHAINS                                                             OPTIONS ON FUTURES
                                              IN BRIEF: FOREIGN EXCHANGE AND
  THE GENERAL STRUCTURE OF BOND               MONEY MARKETS                       THE ‘ALL OPTIONS’ CHAINS
   RIC SYMBOLS
                                                                                   THE AT-THE-MONEY (ATM)
   COUNTRY CODE                           CHAPTER 7 – FUTURES                        OPTIONS CHAIN
 SUPER RIC SYMBOLS                                                                  VOLATILITY SURFACE CONTENT
                                           PEED-GUIDES, RIC SYMBOLS
                                          S
 FIELD NAMES FOR QUOTE LIST               AND PAGES                                  ATM VOLATILITY INDICES
   BENCHMARKS                             FUTURES CONTRACTS                         OPTIONS ON FUTURES RIC SYMBOLOGY
                                          DELIVERY YEARS FOR FUTURES                 OTC FOREIGN EXCHANGE OPTIONS
 CHAPTER 6 – FOREIGN EXCHANGE
                                          CONTINUATION RIC SYMBOLS                   ATM FX OPTIONS
 AND MONEY MARKETS
                                          SERIAL FUTURES CONTRACTS                   RIC SYMBOL CONSTRUCTION
  PEED-GUIDES, RIC SYMBOLS
 S                                        FUTURES CHAINS                             CONTRIBUTED SURFACES
 AND PAGES
                                          KEY DATES INFORMATION                      RISK REVERSALS
 SPOT RATES
                                          FUTURES CHAINS SHOWING                    RIC SYMBOL CONSTRUCTION
 CROSS-RATES                              MARKET DEPTH                               BUTTERFLIES
 CONTRIBUTED CROSS-RATES                   EXPIRED FUTURES                           SURFACE DISPLAY
 CALCULATED CROSS-RATES                    FIELD NAMES FOR QUOTE LISTS               CALCULATED FX SURFACES
 TIP

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
TABLE OF CONTENTS
 CHAPTER 9 – COMMODITIES                 THE ADVANTAGES OF CONTRIBUTING              HAPTER 13 – ERROR MESSAGES/
                                                                                     C
                                         RIC SYMBOLS                                 PERMISSIONING
 NAVIGATION BY CHAINS
                                          RESTRICTED DATA SETS (RDS)                 SELECTIVE ACCESS
 CHAIN DESCRIPTION
                                          WHAT DO I DO WHEN I CAN’T SEE A RIC       DATA NOT AVAILABLE
 NAVIGATION BY SPEED-GUIDES
                                         OR PAGE THAT I THINK I SHOULD BE ABLE
 CASH INSTRUMENTS                                                                    EXCHANGE AND THIRD PARTY
                                           TO VIEW?
 TIP                                                                                  SERVICE MANAGEMENT
                                             SUPER RIC SYMBOLS
 CASH COMMODITIES CHAINS                                                              DATAFEED ACCESS DECLARATIONS
                                         LOGICISATION
 RIC SYMBOLS FOR COMMODITY CHAINS                                                    ELECTRONIC SELF-ADMINISTRATION
                                         CONTRIBUTED PAGES
  ENERGY CASH PRICE CHAINS                                                            HOURS OF OPERATION
                                           UPDATING YOUR PAGES
  RIC SYMBOLS FOR ENERGY                   RIC SYMBOLS                              HAPTER 14 – CONTACTING THOMSON
                                                                                     C
     CASH CHAINS                            INSERTLINK                               REUTERS CUSTOMER SUPPORT
     TYPE CODE STRUCTURE                    REUTERS SPREADSHEET
   COMMODITES FUNDAMENTAL                                                           CONTACT US
                                         PUBLISHER (RSP)
    DATABASE (MPD)                                                                   ACCESSING THE “CONTACT US” FORM
                                             MARKETLINK-IP (MLIP)
     FIELD NAMES FOR QUOTE LISTS                                                      HELP DESK NUMBERS
                                             CONTEX MCS
    IN BRIEF: COMMODITIES AND
                                             IN BRIEF: CONTRIBUTED DATA
 ENERGY MARKETS
                                         CHAPTER 12 – NEWS
 CHAPTER 10 – DELAYED DATA
                                         HOW TO SEARCH FOR NEWS
 DELAYED EQUITY AND INDICES
                                         NEWS SPEED-GUIDES
 FULL QUOTES
                                         CODES
    CLOSING RUNS
                                         KEYWORDS
    DELAYED CHAINS
                                         RIC SYMBOLS
  DELAYED FOREIGN EXCHANGE QUOTES
                                         HOW TO CUSTOMIZE YOUR
    CROSS-MARKET PACKAGE
                                          NEWS SEARCH
   STREAMING DELAYED DATA
                                          NEWS TOPIC CODES
    RIC SYMBOLS
                                          OTHER USEFUL PAGES
    TIP
                                          LANGUAGE CODES
 CHAPTER 11 – CONTRIBUTED DATA           THIRD-PARTY NEWS SOURCES
 CONTRIBUTED DATA
 RIC SYMBOLS AND FIDS

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

INTRODUCTION TO THE THIRD EDITION OF HOW TO FIND
DATA ON THOMSON REUTERS QUICKLY AND EASILY

The previous editions of this guide were clear, concise and     easier to use, easier to view and faster. There are sixteen
well received. They provided a general explanation of code      new style calculators covering the most important analytics
structures and specific guides for each asset class. This       requirements for currency options, forward rate agreements,
edition simply brings the guide up to date. The underlying      interest rate and currency swaps, swaptions, FX swaps and
code structures for our data remain very much as they were,     deposits. State-of-the-art pricing models are now available
but the markets, technical innovations and our depth of         for credit correlation products. Pricing and valuation
coverage increase continually to serve you better. We have      functions are provided for collateralized debt obligations.
added details that direct you to this information and have      In the Reuters 3000 Xtra Charts, you can now define an
removed some things that are no longer valid.                   alert for analyses crossing each other or crossing trend lines.
Since the previous edition, Reuters 3000 Xtra                   A new scrollbar has been introduced for more flexibility to
displays have developed significantly.                          expand or contract the x-axis by dragging the sides of the
                                                                scrollbar thumb.
So, what’s new on Reuters 3000 Xtra v5.1?
                                                                There have also been significant increases in the depth and
Some exciting new features of Reuters 3000 Xtra v5.1 include:
                                                                breadth of our market coverage.
•    Improved usability: Auto-suggestion,
                                                                We have coverage on Daily Australia Securities Exchange
     Quote list enhancements.
                                                                broker trading summaries, Hanoi Stock Exchange foreign
•    Better workflow: Integrated calculators linkable           trading data, Japanese consolidated tape, new Rabobank
     within flex.                                               trading prices, Australian semi-government credit curves,
•    Enhanced analytics: New Adfin calculation functions        new Brazilian ratings information.
     for credit derivatives.
                                                                There are several more features and added market coverage
•    Enhanced Charts: Automatic chart alerting,                 that will be discussed in length in the relevant chapters. We
     New Dynamic Scrollbar.                                     hope you enjoy reading and learning more about Reuters
Auto-suggestion is an auto-search feature which suggests        3000 Xtra v5.1.
top ten automatic search results when you enter a text
which is not a RIC symbol. Quote list (previously called
Matrix object) now has features that enable you to group
instruments by sector, maturity date etc. Thomson Reuters
Integrated Calculators have been made more compact,

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

There’s a lot of information waiting for you…

But how do you know that you are making the most of everything you have subscribed to?                                                We’ve used icons throughout the
                                                                                                                                      book to highlight different types
If you find it difficult to get hold of the information you need, read on.                                                            of information.

The information that Thomson Reuters provides is                 HOW THIS GUIDE IS ORGANIZED
constantly growing and continually changing. It’s not            The world of Thomson Reuters data and news is, like the
                                                                                                                                      TIP
always easy to keep up with the latest developments.             world it covers, vast, complex and potentially overwhelming.
                                                                                                                                      This indicates useful or important
This guide changes that. Whether you’re a new user or have       But our data is all built logically, and if you break it down into   information that makes finding
been working with data from Thomson Reuters for years,           smaller pieces, there’s nothing too difficult to understand.         data even less complicated.
this provides a comprehensive reference point for all the
                                                                 In Getting Started, we look at the different types of data
codes that are used to find information. It also directs you
                                                                 available. From there, we look at the structure of Thomson
to useful pages that help you find your way around, and
                                                                 Reuters data. There’s also a section on different tools for          IN BRIEF
tools that can find information for you.
                                                                 finding all the data you need. Once you’re familiar with the         There is an IN BRIEF section that
The guide explains the structures behind codes in simple         high-level information, you can use the individual sections          summarizes the key concepts at the
steps, and has separate sections on those codes for each of      to look in detail at each asset class, such as equities, bonds,      end of each section.
the major asset classes. So it’s not a directory – it’s better   foreign exchange and commodities and energy.                         Markets and financial instruments
                                                                                                                                      do change constantly: companies
than that. Once you’re familiar with the data structures
                                                                 Finally, there are sections at the back that cover contributed       merge and countries change their
for different asset classes, many of the codes for data will                                                                          currencies. So, Thomson Reuters
                                                                 data (pages and records of information provided by active
become instinctively familiar to you.                                                                                                 codes change too. The codes given
                                                                 market players), news codes, delayed data (usually available         in this book are correct at the time
Real-time and historical data can be viewed on several           free of charge), error messages and phone numbers for help           of going to press, but are liable to
different Thomson Reuters platforms and applications,            desks. For convenience, there’s an In Brief section at the end       change at any time.
such as Reuters 3000 Xtra, Thomson Reuters Kobra and             of most sections, which summarizes the key points.                   The point of this book is to give
Reuters Trader, as well as through Thomson Reuters                                                                                    you intelligent ways of finding data
datafeeds, the Thomson Reuters Terminal and a number                                                                                  without memorizing codes – this is
of third-party applications. In this guide, we show you the                                                                           the best way to handle the constant
                                                                                                                                      change that is natural in the
best way to access that information.
                                                                                                                                      financial markets.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 1
GETTING STARTED WITH THOMSON REUTERS DATA

To begin understanding data from Thomson Reuters, it’s             If you normally need only indicative prices, most exchanges
helpful to break it up into different groups. The easiest way      also provide delayed data, which is free of charge. For more
is to start with these four:                                       information on this, please refer to the Delayed Data chapter
1. Country-level: data that belongs to different countries.        in this guide.
2. Asset classes: equities, fixed income, etc.                     WHERE CAN YOU FIND HISTORICAL REFERENCE
3. Market-level: data that belongs to different exchanges          FUNDAMENTAL DATA?
   or other recognized markets.                                    Historical reference fundamental data is an integral part of
                                                                   Reuters 3000 Xtra.  It includes company reports, bond terms
4. Real-time and historical data.
                                                                   and conditions, ratings histories and historical price charts.
The first three types are self-explanatory, but it’s worth
                                                                   In addition, Thomson Reuters offers a range of enterprise-
looking at the fourth to understand the difference between
                                                                   wide financial information products, such as Thomson Reuters
real-time and historical data. Why? Because, before you start
                                                                   DataScope, offering open access to substantial amounts of
using Thomson Reuters data, you must tell Thomson Reuters
                                                                   historical data for department or enterprise-wide use.
which real-time exchange data you need.
                                                                   SPECIALIST DATA
WHAT DO WE MEAN BY REAL-TIME DATA?
                                                                   Thomson Reuters also gives access to specialist data
Real time means almost immediately. When a trade is made
                                                                   services that provide extra depth of information, market
at an exchange or a new rate is set, then you see it almost
                                                                   commentary and analysis by acknowledged experts. The
as soon as it happens – sometimes within a fraction of a
                                                                   services cover all asset classes and all market segments,
second – regardless of your location. This real-time data can
                                                                   from treasury, asset management, investment banking and
come from exchanges, from registered contributors on the
                                                                   brokerage, through to corporate and media.
Thomson Reuters network or from third-party data providers.
                                                                   Types of coverage include:
EXCHANGE-TRADED REAL-TIME DATA
                                                                   • Economic indicators and macroeconomic commentary.
All Thomson Reuters services supply the general financial
                                                                   • Specialist analysis and commentary.
information and news you have subscribed to. However,
                                                                   • Specialist forecasting and technical analysis.
exchanges reserve the right to charge a small additional fee
                                                                   • Specialist news services.
for the delivery of real-time data to your terminal. If you wish
                                                                   • Specialist prices (including broker data).
to know more about charges for particular exchanges, your
local Thomson Reuters representative will be able to tell you      For a full list of specialist services, go to page .
the exact fees for the data you require.                           Each service is chargeable, but you can find offers and free
                                                                   trials on page .

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

REUTERS 3000 XTRA – SEARCH FACILITIES FOR
VERSION 5.1
Reuters 3000 Xtra v5.1 provides a single search mechanism
that enables you to perform anything from the simplest
search for a company name to precise searches for data
such as P/E ratios within a certain range or bonds by an
issuer in a particular coupon range.
XTRA MENU
The Xtra Menu provides a simple way of finding every
available display, relevant to a given instrument, from
standalone charts through to complete pre-built models in
Thomson Reuters Kobra or Thomson Reuters PowerPlus Pro
(Microsoft Excel). You can click to view any display listed for
instruments in any asset class.
The screenshot below provides various options available in
Reuters 3000 Xtra Menu.
To view pricing information on a known RIC symbol, select
Quote screen or press F4, type company name. The Auto
suggest option will propose appropriate symbols or will
prompt you back to Search. If the code proposed by the
Auto suggest option is what you are looking for, input the
                                                                  You can search in several different ways, and then click
RIC symbol code and then press enter. For example:
                                                                  directly to a display on one of the instruments returned.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

EASILY INSERT INSTRUMENTS                                  REAL-TIME STATUS
You can very easily insert an instrument anywhere in the   A new ‘traffic-light’ on the right of the menu bar gives you an
Quote List: click the row above that you want to insert,   immediate overview of the Thomson Reuters Market Data
press the Insert key and an Insert Item box will pop-up.   System sources health so you can quickly see if there are any
The box also offers auto-search and auto-completion.       problems with the data:
                                                           -   Green if all sources are available.

                                                           -   Orange if any but the main Thomson Reuters source
                                                               is down.
                                                           -   Red if the main Thomson Reuters source is down.
                                                           ONE UNIQUE HELP SYSTEM
                                                           All help now uses the same online system that is common
                                                           to all Thomson Reuters Products.

                                                           Choose one entry in the Help menu or press F1 to get to the
                                                           unified help system.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

FINDING EQUITIES                                               TO FIND AN INSTRUMENT WHEN YOU KNOW ITS
For the simplest search for a company:                         CLEARING CODE (FOR EXAMPLE, ISIN):
                                                               1. Press Control + F and set the Look For field to ‘Search
1. Press Control + F and set the Look For field to Equities.
                                                                   All’ (also called FRD search).
2. Enter the name or part name and click on the
                                                               2. Set the Where field to ‘Code’.
   Search button.
                                                               3. Enter the code or part code and click on the
3. W
    here more than one company is found that matches
                                                                  Search button.
   your search, these are listed for your convenience –
   click on one to display its instruments.                    4. W here more than one company is found that matches
                                                                   your search, these are listed.
                                                               For your convenience, click one by one of the company’s
                                                               instruments to drill down to find your instrument.

                                                               You can also set the Look For field so that you can easily
                                                               find either Funds or Indices.
                                                               For complex equities, you can search at company level, such
                                                               as profit/loss, income statements, balance sheet information
                                                               or market ratios. Or you can search on issue-level information
                                                               such as consensus estimates or growth rates.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

GENERAL SEARCH                                                  4. The results will be displayed on the bottom of the page.
FINDING DEBT INSTRUMENTS                                           Click on the Issuer to retrieve summary details and the
1. Set the Look For field to Debt.                                 instruments available.
2. The Search functionality has the provision to customize
the search based on the requirements of the clients.
There are add and remove buttons to help you search
on exact requirements.

                                                                The Analyze Results button is very useful complement to
                                                                search workflows. It allows filtering of the results through
                                                                a set of pre-defined clusters.

3. Once the criteria are selected, click on Search button to
    retrieve the results.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

TO FIND A BOND WHERE YOU KNOW THE IDENTIFIER                You can also search by the main characteristics
(SUCH AS ISIN, CUSIP OR SEDOL):                             of a bond, such as ranges of coupons/maturity
                                                            dates and credit ratings, as well as particular
                                                            features of the bond.

1. Set the Look For field to Debt.                          Once you have selected your criteria, the search will return
2. Against the Market Code button, enter the code.          a result list of all matching bonds, which you can then sort
3. Click on the Search button.                              or select.
3. W
    here more than one instrument is found that matches
   your search, these are listed: click on one to display
   its instruments.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

REUTERS 3000 XTRA – SEARCH FACILITIES FOR                       There are three types of search, depending on how you set
VERSION 5.1                                                     the topmost field in the Search dialog box:
                                                                                                                                 TIP
Reuters 3000 Xtra v5.1 search include cross-asset, name
                                                                •    ame search searches by company or issuer name to
                                                                    N                                                            For convenience, you can set
and code look-up facility, as well as a criteria search that
                                                                    retrieve securities and their live quotes.                   default values in the search to avoid
provides sophisticated criteria results for each asset class,                                                                    having to select them individually
covering equities, debt, forex & money, commodities and         •    sset class search uses basic criteria, such as name,
                                                                    A                                                            each time. Use the command
energy, funds and economic indicators.                              ticker, quote price etc.                                     Tools/Options/Services/Reuters
                                                                                                                                 Database Search.
                                                                •   Code search searches by any full or partial security
THOMSON REUTERS SEARCH                                                                                                           CRITERIA SEARCH
                                                                    ID or any clearing code.
The Thomson Reuters Search facility is a quick search                                                                            This enables you to perform
function for finding companies, stocks, indices, bonds or       With Bond search, you can add a more specific search in          a criteria search through your
                                                                                                                                 database, including indices,
economic data via a single name or code lookup. Given the       the line where you enter the name, such as maturity date
                                                                                                                                 options, futures, funds and
full or partial name or any clearing code such as SEDOL, ISIN   or coupon rate. For example: input  in Name field,          economic indicators. There are two
or CUSIP, you can browse through all information and quotes     select a maturity date criteria to drill down on the issue you   ways of starting a criteria search:
associated with it.                                             are interested in.                                               • Click on the    button on
                                                                                                                                   your toolbar.
There are two ways of getting into the Thomson Reuters                                                                           • Press CTRL + F.
Search tool:
1. B
    y clicking on the Thomson Reuters Search button on
   your toolbar      , located on the right-hand side of the
   command line.
2. Press CTRL + F.
Always start by defining what type of search you are making:
a name search, asset class search or code search.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

Once you have your search results you may                        The change notifications are driven by Thomson Reuters,
view the results by right-clicking on the RIC                    exchanges, contributors and other institutional market data
                                                                                                                                TIP
symbol in the Results screen, which will put                     providers. These notifications are worth checking regularly,
                                                                                                                                a) A flex sheet is the technical term
the RIC symbol into the active frame in your                     as they could affect your operations.                          for a display screen in Reuters
Reuters 3000 Xtra Quote screen.                                                                                                 3000 Xtra container.  This can
                                                                 Each notification includes a brief summary, a detailed
a) A flex sheet is the technical term for a display screen in                                                                  display real-time prices, graphs and
                                                                 description of the underlying changes and appropriate
    Reuters 3000 Xtra container. This can display real-time                                                                     news, or historical, fundamental
                                                                 details for technical users.                                   and analytical information. There
    prices, graphs and news, or historical, fundamental and
                                                                                                                                are hundreds of pre-built displays
    analytical information. There are hundreds of                You can find this information at the following locations:      in Reuters 3000 Xtra, covering
   pre-built displays in Reuters 3000 Xtra, covering                                                                            all asset classes. Some of these
                                                                 Thomson Reuters page  lists daily
    all asset classes. Some of these are based on Kobra                                                                         are based on Kobra flex sheets;
                                                                 RIC symbol additions/drops or changes sorted by country.       others are based on Microsoft Excel
    flex sheets; others are based on Microsoft Excel
                                                                                                                                spreadsheets. You can also build
    spreadsheets. You can also build custom screens              Alternatively, you may view and subscribe to emails from       custom screens to suit your exact
   to suit your exact information needs.                         the below link on Customer Zone:                               information needs.
b) S
    electing the item and right-clicking will give you a        http://customers.reuters.com/a/symbolchanges/search.aspx       b) Selecting the item and right-
   selection of different information types for which you                                                                       clicking will give you a selection
   can use the RIC symbol.                                                                                                      of different information types for
                                                                                                                                which you can use the RIC symbol.
c) W
    hen using the search facility in Microsoft Excel,
   the search result will be loaded directly into a cell.                                                                       c) When using the search facility in
                                                                                                                                Microsoft Excel, the search result
HOW TO KEEP TRACK OF DATA THAT HAS CHANGED                                                                                      will be loaded directly into a cell.
Thomson Reuters provides enhanced change notifications
that help you navigate the steady flow of detailed data
changes that sweep across the world’s markets. This service
provides easy, timely and comprehensive access to details
of the changes that affect Thomson Reuters data, including
new, changed and deleted data.

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CHAPTER 2
SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1

THE ALERTS SERVICE
Alerts provide details of unforeseen service interruptions
affecting data, plus indications of problem resolution times.
This now includes coverage of historical data.
You can find the Alerts service on the page .
Alternatively, you may register at our Customer Zone link
given below to receive notifications.
https://customers.reuters.com/Home/alerts.aspx
For more information on changes to data and Alerts, please
contact your local Thomson Reuters sales office.
A full list of offices can be found on our web site.
https://customers.reuters.com/kccontactus/telephone.aspx
NEW DATA
To ensure that you are aware of all the latest key datasets
that have become available, please check the following
pages regularly:
, .

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

To handle the complexity and diversity of the financial markets and their instrument types,
Thomson Reuters has designed a flexible data structure that supports all asset classes.
All data is identified by codes.  To find a particular piece of information, you need to know the correct code.
All codes in this guide appear in a box like this: REUTERS. In this guide, (the Return key on your
keyboard) is the default. If no other key is mentioned, just press after you have typed the code in
your command line.

WHAT ARE RIC SYMBOLS AND PAGES?                                •    ages – these are whole pages of information provided
                                                                   P
Thomson Reuters provides enhanced change notifications             either by Thomson Reuters or by other contributors to
that help you navigate the steady flow of detailed data            the Thomson Reuters network. They can include text
changes that sweep across the world’s markets. This service        information or sets of different prices.
provides easy, timely and comprehensive access to details
                                                               For example,  is the code for JP Morgan Chase
of the changes that affect Thomson Reuters data, including
                                                               London spot and forward rates.
new, changed and deleted data.
                                                               WHEN TO USE UPPER OR LOWER CASE
There are two main types of code you need to know about to
                                                               Reuters 3000 Xtra allows you to enter pages or RIC symbols
start with:
                                                               in either upper or lower case.
•     IC symbols – these are Reuters Instrument Code
     R
                                                               There are exceptions: if a code consists of upper and lower-
     symbols that define individual financial instruments.
                                                               case letters, such as this continuation future  or RIC
The code for the spot rate of the Swiss Franc is ,       symbols that contain brokerage characters, such as
and the code for Microsoft stock on NASDAQ is .        , you need to type that syntax exactly.
RIC symbols are mapped to display templates, according to
                                                               There is more information about brokerage characters
various rules based on the instrument asset class, location,
                                                               and continuation futures in the relevant market sections
and exchange, which enables Thomson Reuters to tailor the
                                                               of this guide.
display according the set of data that needs to be displayed
to the end user.

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

REUTERS INSTRUMENT CODES (RIC) SYMBOLS
IMPORTANT NOTE: Remember that RIC symbols are protected by copyright, database rights and
trademarks owned by Thomson Reuters. You are only allowed to use RIC symbols in the manner and
for the purposes specified in your agreement with us. If you have any questions about your rights to
use RIC symbols, please contact your Thomson Reuters sales representative.
The technical term RIC symbol is used to describe the set of proprietary alphanumeric codes that are
the retrieval mechanism provided by Thomson Reuters to its customers as an integral part of their
Thomson Reuters financial information services to identify, navigate and retrieve a structured set of
related data items (known as a “logical record”) from the Thomson Reuters network. The acronym
“RIC” originally stood for “Record Identification Code”. It later became known as either “Reuters
Instrument Code” or “Reuters Identification Code”.
The information that is displayed when you enter a RIC symbol depends on the type of instrument
it defines. The display you get for a RIC symbol on a stock traded on the London Stock Exchange is
different from the display you get when you enter the RIC symbol, for example, for a bond. The bond
display will show maturity date, coupon, price or yield, whereas the stock display will show bid, ask
and last-traded price.

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

ADVANTAGES OF RIC SYMBOLS                                        SO, WHAT IS THE DIFFERENCE BETWEEN A CHAIN
• They have structured coding (which simplifies                 AND A TILE?
  data manipulation).                                            The main difference between them is their retrieval method.
•    They are clearly identifiable.                              Chains require the chain key or F3 key, whereas tiles require
                                                                 the    key. We will cover this in more detail later.
•     hey can easily be transferred into spreadsheets,
     T
     Thomson Reuters Graphics or the Graphics Object             All market sectors make use of either chains or tiles, but not
     (RGO) in Reuters 3000 Xtra, or into Thomson Reuters         both. The FX and money market sectors use tiles, whereas
     Kobra for further processing.                               most of the other market sectors use chains. Both chains
•     hey usually have a market-consistent data location
     T                                                           and tiles can show all constituents of an index, all delivery
     and format.                                                 months of a future, European spot rates, all at-the-money
                                                                 strikes of an option, all world indices and so on.
•     IC symbols exist in two forms, as a full quote and as
     R
     a chain or tile. However, this rule does not apply to our   A chain is defined either by Thomson Reuters or by the
     entire RIC symbol universe.                                 organization that contributes the data.
FULL QUOTES                                                      A chain’s content and format and the fields displayed
A full quote provides full information on the requested          can only be changed by the owners of the chain within
financial instrument, for example:                               certain limitations.
 for the euro spot rate.                                   When you have a chain or tile on display, you can double-
                                                                 click on the code for any individual instrument to view a
CHAINS AND TILES
                                                                 full quote on that instrument. Equally, you can copy one or
A chain or tile is a code that displays a set of related
                                                                 more instrument codes and paste these into a spreadsheet
instruments, such as options on a specific stock or an Index
                                                                 for further manipulation.
chain. With a chain or tile, you can display a whole set of
instruments using a single code, for example: .

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

HOW TO DISPLAY A CHAIN
There are three ways of displaying a chain:
•     ouble-click on any of the chain codes displayed
     D
     in brackets, such as . (All chain codes,
     when displayed, can be recognized by the 0# at
     the beginning).
•     imply type the RIC symbol code, then press the
     S
     function key F3. This is your chain key.
It executes chain requests and automatically inserts the
prefix 0# in front of the RIC symbol. For example, enter the
RIC symbol without the 0# e.g. INDEX and press the F3 key
to request the code.
•    You can enter the full command including the 0#
     and press, e.g. .
If you have any problems when calling up chains, make
sure you have used the correct syntax. See the chapter
Error messages/permissioning for further information.
Here is an example display of the Italian FTSE MIB
index chain:
 F3.

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CHAPTER 3
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HOW TO DISPLAY A TILE                                            In some cases, access to these pages is restricted.
A tile can be called up in the display application just like     Brokers, for example, will not be able to see the pages of their
any ordinary page or RIC symbol, simply by typing in the tile    competitors. In such cases, it is up to the owner of the page to
name e.g. .                                                grant access to the user. To gain access rights to one of these
                                                                 pages, please contact your Thomson Reuters representative.
For markets such as foreign exchange and money markets,
which use a lot of tiles to show market information, it’s more   PAGE FORMATS
intuitive than calling up a chain.                               Some pages are larger than others:
For example, this is the display for European spot rates.        •   64 x 14 (64 characters across x 14 rows down).
By double-clicking on any field in the display, you will         •   80 x 25 (80 characters across x 25 rows down).
retrieve a full quote with more information.
                                                                 All pages are accessible the same way – just type the
For more information on tiles, look at the MONEY                 code and press.
speed-guide.
                                                                 If you are interested in displaying your data on the
Pages can contain text or numbers, and are mainly used           Thomson Reuters network, you’ll find more information
for speed-guides, over-the-counter traded instruments and        about customer-owned pages in the Contributed Data
emerging markets.                                                chapter of this guide. Alternatively, contact your local
Not all pages are owned by Thomson Reuters; contributors         Thomson Reuters representative to discuss which
to the Thomson Reuters network own some. Many of these           contribution methods suit you best.
are market players who want to offer their current rates or
comment on the state of the market. There are also
specialist data providers who offer expert analysis
and market commentary.

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

SPEED-GUIDES                                                     is then displayed, and you can keep double-clicking on the
Use speed-guides to find any data item worldwide on any          codes you see displayed until you reach what you need.
Thomson Reuters datafeed.
                                                                 Alternatively, you can display a speed-guide by typing the
These pages are provided by Thomson Reuters to give easy         code and pressing.
access to codes for different markets.
                                                                 FIELD IDENTIFIERS (FIDS)
You can find anything you want if you start by displaying the    Field identifiers, as the name indicates, are part of the RIC
page .                                                  symbol and enable the specific identification of a particular
                                                                 item of data within a particular logical data record created by
This is the main speed-guide. Simply type  in
                                                                 Thomson Reuters. Using a RIC symbol you can retrieve the
the command line of your display application.
                                                                 LAST or NET CHANGE for any given RIC that has this data
The speed-guides are organized in a tree structure, so you       item within its logical record.
can move down the hierarchy to find anything you want.
                                                                 Each RIC symbol has a given set of FIDs, which reflect the
The page  contains all top-level market pages.          fields that Thomson Reuters has for that given instrument
The next level down is either broken down into country           or asset type. On a display, you will see the most relevant
names, which is a very popular option, or into two parts         information about a RIC symbol. However, there are usually
separated by /. One part is a reference to the marketplace       more FIDs available for a RIC symbol than you see on
or instrument involved and the second is a reference to the      a display.
overall market sector, for example:
                                                                 To know more about Field Identifiers (FIDs) kindly refer to
.                                                       the Customer Zone link given below.
To display the next level of information, just double-click on   https://customers.reuters.com/a/support/data/fids/
the appropriate code in the display. The page for that code      default.aspx

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

WHY DO YOU NEED TO KNOW ABOUT FIDS?                             RIC symbols (Thomson Reuters Instrument Codes) are codes
You will need FIDs when using RICs in spreadsheets, and         that provide a unique structured means of retrieving data.
when creating your own lists of RICs and you want to look at
                                                                They can be displayed as:
your own set of fields.
                                                                a) Full quotes (showing all information about one financial
In Reuters 3000 Xtra, there is a button on the toolbar called
                                                                   instrument) or
Display All Fields , which allows you to toggle between the
full quote and all available FIDs.                              b) Chains and Tiles (showing key information on several
                                                                   financial instruments).
FIELD NUMBERS
Every FID has a unique field number, which you can use as an    To call up full quotes and tiles, simply press the key.
alternative to the FID.                                         To call up chains, which can be identified by 0#, type the
For example, the field number for “closing price” is “21”.      code without the 0# and press F3 to retrieve the chain key.
Field numbers are the same for Reuters 3000 Xtra and the        Pages are used by Thomson Reuters for speed-guides, such
Thomson Reuters Terminal, whereas the FIDs are not.             as , and by financial institutions, such as banks
Using numbers instead of FIDs can fractionally improve          and brokers, to display prices or market commentary.
the update rate of your spreadsheet. To help you with the       See  and  .
most frequently used FIDs and field numbers per market,
we have included a table at the end of most of the chapters     Third-party data providers, who use the Thomson Reuters
in this book.                                                   network to distribute specialist data or commentary,
                                                                also use the pages. See  for a list of all
IN BRIEF: RIC SYMBOLS AND PAGES                                 specialist data providers.
Thomson Reuters uses RIC symbols and pages to
display data.

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

THE GENERAL RIC SYMBOL STRUCTURE                                WHAT IS THE ADVANTAGE OF KNOWING ABOUT
RIC symbols are built from different elements that are          RIC ROOTS? SYMBOLS
used to identify different aspects of the information you       If you know the RIC root and the other elements that make
want to view. RIC symbols generally include some, but not       up specific instrument or code types, then you can just add
necessarily all, of the following elements:                     these together to obtain the code you need. For example, if
                                                                you know that the RIC root for a future is FES (for the euro
•    A RIC symbol root.
                                                                Swiss franc future traded at LIFFE) and you know that a
•    Period or time intervals.                                  future chain is indicated by a colon, then you automatically
•    The instrument identifier.                                 know that the chain RIC symbol for that future is FES: F3.
•    One or more delimiters.                                    They also make your life very easy when you use data in other
•    A source code.                                             applications, for example spreadsheets. You can split RIC
                                                                symbols into their components and therefore make efficient
These elements are necessary because of the diversity of
                                                                use of your live links in Excel.
markets that Thomson Reuters covers, and to avoid possible
duplication of codes.                                           In the example below, we have split up the cross-rate
                                                                GBPMYR=R into its components. So, if we wanted to change
THE RIC ROOT SYMBOLS
                                                                the cross-rate from Malaysian Ringgit to another currency,
As there are often several different issues or financial
                                                                e.g. HKD for Hong Kong dollar, all we need to do is replace
instruments based around a single entity, the RIC root
                                                                the contents of the cell D5 with HKD, and Microsoft Excel
identifies the most basic aspect of the instrument.
                                                                will immediately update the information. This also works
Examples:                                                       well for looking at benchmarks in different countries or
                                                                any other instrument.
Equity RIC roots: The RIC root for FIAT traded in Milan
(FIA.MI) is FIA.
Money RIC roots: The RIC root for the euro one-month
deposit (EUR1MD=) is EUR.
Futures RIC roots: The RIC root for the short sterling future
traded at LIFFE (FSSZ0 ) is FSS.

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CHAPTER 3
THE STRUCTURE OF THOMSON REUTERS DATA

PERIOD OR TIME INTERVALS                                         SEPARATOR                       INSTRUMENT                                    EXAMPLE CODES
The delivery period is a characteristic of the transaction, as
opposed to maturity or expiration, which are characteristics     !                               Bond Issuer (chain) (Sometimes used within    US=AA! F3
                                                                                                 a dummy code for Reuters internal RICs)
of the instrument.
                                                                 =                               Foreign exchange, money and capital markets   JPY1MD=
Examples of period or time intervals can be found in foreign
exchange and money RIC symbols:                                  / (used as a prefix)            Closing or delayed data speed-guides          /.FTSE
                                                                 / (used within a speed-guide
ON (overnight), SW (Spot week), 3X6 (3 months over                 name)                                                                       WORLD/INDICES1
6 months), 1Y (one year).
                                                                 =X                              Delayed data for currencies                   EUR=X (10 min delay)
Here are those periods within some RIC symbols:                  =S
                                                                                                                                               EUR=S (2 min snapshot)
   
These are primarily used in foreign exchange or money            .                               Equities and equity options                   BP.L or BP*.L F3
market RIC symbols. For more information on period or
                                                                 * (plus market separator)       Equity options (chain)
time intervals, please see the Foreign exchange and money                                                                                      BAYG*.EX F3
markets chapter of this guide.
                                                                 :                               Futures chains                                 FEI: F3
DELIMITERS
Delimiters are used to separate different components of a        ^                               Expired futures (only available in Graphics   YANF8^9
                                                                                                 or spreadsheets)
RIC symbol. The following separators are currently used in
RIC symbols:                                                     .                               Indices and statistics                        .GDAXI

SOURCE CODES                                                     +                               Options on futures (chain)                    FSSZO+ F3
The source code is used to indicate the source of the data.
It is usually the last component of a RIC symbol.                ++                              At-the-money options                          BP*.L++ F3 or FSS++ F3

The most common source codes are:                                -                               Physical commodities                          SUG-RCANE-EU
•    Contributor code or Market Maker identifier.
•    Exchange identifier.
CONTRIBUTOR CODE OR MARKET MAKER IDENTIFIER

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CHAPTER 3
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A contributor code is used to identify any organization that   IN BRIEF: GENERAL RIC SYMBOL STRUCTURE
contributes information to the Thomson Reuters network.        A RIC symbol can be constructed by simply knowing its
                                                                                                                              TIP 1
                                                               components, which is a very effective way of working in
The Market Maker identifier is used to identify a market                                                                      To see a full quote from chain of
                                                               data display applications or spreadsheet applications.
maker who contributes quotes to a particular instrument.                                                                      data, just double-click on the item.
                                                               Diverse market conventions and instrument types make
The code is unique and consists of four upper-case letters:
                                                               it necessary to have different RIC symbol structures for
e.g. NL009260749=DBBL                                          each market.
This code identifies a Dutch Government bond, with the rate    The main elements of a RIC symbol are:
                                                                                                                              TIP 2
supplied by Deutsche Bank in London (DBBL).
                                                               1. RIC ROOT                                                    To view news stories of all
EXCHANGE IDENTIFIER                                                                                                           companies in an index chain,
                                                               Codes like SUG, EUR, and CHF.                                  just activate the window with the
The exchange identifier identifies the exchange where an
                                                               2. PERIOD AND TIME INTERVALS                                   chained information and then press
instrument is traded. It consists of up to three upper- or                                                                    the News key (F9).
lower-case letters.                                            Codes like ON, SN, SW, 1M, 2M, 3M, 6M, 9M, 1Y, 2Y, 1X4, 2X5,
                                                               1X6, etc.
Exchange identifiers for cash prices can be found on page
STOCL and beyond.                                              3. DELIMITERS
Identifiers for derivatives exchanges are on page RULES3.      Characters such as + =. / : ! * ^

Example: The RIC symbol , which we used earlier,       4. SOURCE CODES
consists of . The Exchange Identifier for Milan RIC    •   Contributor/Market Maker identifier.
Root Delimiter.                                                •   Exchange identifier.

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CHAPTER 4
EQUITY MARKETS

SPEED-GUIDES, RIC SYMBOLS AND PAGES                            For example:
 The equity speed-guide provides all codes for
                                                                Microsoft Corp (NASDAQ).
real-time data, news and economic data.
                                                                Unilever plc (LSE).
 All equity indices.
                                                                Adidas AG (Xetra).
 All brokerage characters.
                                                               In all these cases, the characters before the dot are
 Index to all countries with time and sales
                                                               the RIC root and the characters after the dot are the
information with explanations of the meaning of the fields
                                                               exchange identifier.
in the display.
                                                               You can find a list of all exchange identifiers on pages
 List of exchanges offering delayed
                                                                to .
information, including the length of the delay.
                                                               In most cases, the RIC root is the same as the code used by
 Information on new data and codes.
                                                               the exchange. For this reason, some equity RIC symbols are
 A good place to find other useful                 numeric. Most in this category are Asian, for example:
speed-guides.
                                                                HONDA motor Co. (Tokyo Stock Exchange).
For speed-guides that begin with , you can usually
                                                                China Mobile (Hong Kong) Ltd.
go straight to a specific country by using the two-character
                                                               (Hong Kong Stock Exchange).
country code at the beginning. For example, 
shows all indices in Germany;  gives you             AMERICAN CONSOLIDATED QUOTES
brokerage characters for Italy.                                In North America, there are consolidated quotes, where
                                                               the best available rates can be taken from one of several
FULL QUOTES FOR EQUITIES
                                                               exchanges (rather than a single exchange).
Most equity RIC symbols are based on short alphabetic
codes that reflect the company name. This is followed by       For these, all you need to use is the RIC root.
an identifier that indicates where the instrument is traded.   For example: .

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CHAPTER 4
EQUITY MARKETS

EQUITY RIC SYMBOLS INCORPORATING                                  BROKERAGE         KEYBOARD          SPREADSHEET
BROKERAGE CHARACTERS                                              CHARACTER         FUNCTION KEY      SYMBOL
Brokerage characters can be incorporated into the RIC
                                                                  Units             Shift F4          _u
symbols of many equity instruments.
                                                                  Preferred         Shift F5          _p
These characters usually appear as an extension to the
RIC root, and are used to distinguish different types of          Rights            Shift F6          _r
share from ordinary shares of a security issue. They can
be a combination of special characters and/or lower-case          Warrants          Shift F7          _t

letters, and differ from country to country.                      When issued       Shift F8          _w
You will find reference information on all brokerage
characters in the speed-guide,  under  and . You can go directly to a               or type  press shift F7 then type .
specific country by using the two-character country code at
the beginning, instead of . For Chile, for example,
go to .
Please note that brokerage characters are one of the few
cases when you need to be exact in your use of upper- and
lower-case characters in a RIC symbol. RIC roots must
appear in capital letters, brokerage characters in lower-case
letters, and the exchange identifier again in capital letters.
For example:  for rights issue of Continental
BZR Warrants.
There are some special function keys on the keyboard
that allow you to enter the most common brokerage
characters easily:

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CHAPTER 4
EQUITY MARKETS

EQUITY INDICES                                                     By contrast, a chain will show the constituents of the index.
All major equity indices always begin with a dot in front of       For example,  F3 shows the constituents of the
the code. The best example is the chain that retrieves all         Swiss market index:
equity indices globally:  F3.
There are two ways of viewing an equity index:
•    You can view the index value itself as a full quote.
     This shows information such as current value, the
      previous day’s close and today’s open, and the day
     high and low. Exchanges provide most equity indices
      free of charge.                                              Reuters 3000 Xtra users can use the Equity Views to check for
•     ou can view the constituents of the index as a chain –
     Y                                                             index constituents, leavers and joiners, and more. Right-click
     showing the instruments that make up the index                on the index RIC symbol and select Related Company Data.
     This type of display also shows the key values of
     the index itself.
So, to view the Swiss market index, type . This is a
full quote that displays all information about the index itself:

                                                                   If you are building your own screens, use the Index Movers
                                                                   object in Reuters 3000 Xtra to see which stocks are exerting
                                                                   the greatest influence (both up and down) on an index.

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CHAPTER 4
EQUITY MARKETS

COMPANY NEWS                                                     •   A time displayed in the News field. Double-click
Many displays give an indicator if there is a recent news item       on the time to display all the recent news headlines.
related to the instrument. This could be:
                                                                 If you’re building your own screen, insert a News object,
                                                                 then enter the company RIC symbol on the command line.
                                                                 Wherever a RIC symbol is displayed in Reuters 3000 Xtra,
                                                                 you can right-click and select Related News.
                                                                 TOP NEWS
                                                                 This provides Reuters 3000 Xtra users with newspaper-like
                                                                 pages in a convenient browser format.
                                                                 Go to: http://topnews.session.rservices.com
                                                                 From here, the menu on the left will take you to
                                                                 specific sectors.

•    An asterisk symbol (*) near to a RIC symbol.
     Double-click on the asterisk to view the news item.

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CHAPTER 4
EQUITY MARKETS

FACTIVA NEWS WATCH                                           SECOND-LEVEL (ORDER BOOK OR MARKET                           TIP
Factiva News Search is a research tool, which is available   MAKER) CHAINS                                                Use CTRL+L to link your NASDAQ
                                                                                                                          Level 2 Summary to the Chart or
to all Reuters 3000 Xtra users. Use this to access news      Some order-driven exchanges offer market-maker or
                                                                                                                          Market Maker display. Then you
from more than 550 different publications, including The     depth-of-market information.                                 need to double-click on a specific
Economist, The Washington Post and The Financial Times.                                                                   stock in the summary to change the
                                                             The depth of the market can be viewed by simply typing the
When building your own screens, insert the Factiva News                                                                   other two displays.
                                                             RIC symbol and confirming with the Chain key F3. For the
Search object. Most news codes are the same as those for
                                                             order book on Vodafone, you would type  F3.
Reuters news, for example, Equity for equity news. So,
 finds headlines of articles relating
to pharmaceuticals in Belgium.

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CHAPTER 4
EQUITY MARKETS

TIME AND SALES                                                   Begin with a specific country code to go directly to that        TIP
A Time and Sales display logs all trading activity for a given   country; for example:                                            For more details about Time and
                                                                                                                                  Sales, see page 
exchange-traded company over the last 13 calendar days.           for Canadian exchanges.
The Time and Sales log is a snapshot, and is up-to-date                                                                           If you are building your own screens
                                                                 EQUITY VIEWS
at the moment it is requested. The display is not updated                                                                         in Reuters 3000 Xtra, use the
                                                                 Reuters 3000 Xtra users have access to Equity Views.             Intraday Viewer object to view
automatically. To update a log that is already on display,
                                                                 These are web-based displays that give you easy access           filtered Time and Sales for a stock
press F8.                                                                                                                         over a selected period. This also
                                                                 to a whole range of information on a company.
                                                                                                                                  displays VWAP for the selected
The trade details in the log are displayed in reverse            To view these details on a company, right-click on the
                                                                                                                                  period. Right-click on empty flex
chronological order: the most recent trades are listed first.    RIC symbol and select Related Company Data.                      screen navigate to Intraday
The fields of information displayed for each trade                                                                                Viewer object.
are determined by the relevant stock exchange, so they
differ from country to country.
For Fiat Milan, for example, type  F8.

                                                                 The overview provides summary details of key ratios,
Alternatively, just put a lower-case t in front of the RIC       performance, details from the company report, share details
symbol and press       . For example:                            and consensus estimates. Tabs give access to detailed
     .                                                  information on ownership, comparisons, share data and all
                                                                 the other topics covered by the summary. There is also a
See  for an explanation of the fields                full search feature built in: this includes web links to other
displayed for each country.                                      services, such as online company reports, corporate websites
                                                                 and Google search.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 4
EQUITY MARKETS

BACKGROUND PAGES                                             DELAYED EQUITIES AND INDICES                                   TIP
B2 – AVAILABLE FOR ALL COMPANIES GLOBALLY WITH               If you need the price level of a share or index but don’t      Reuters 3000 Xtra users can find all
                                                                                                                            this background information – and
COMPANY ACCOUNTS COVERAGE                                    have access to the relevant exchange, try a delayed quote.
                                                                                                                            more – in a more convenient format
B2 shows summary-level annual profit and loss account        Most exchanges offer delayed data free of charge, and          using the Equity Views. Right-click
(income statement), and balance sheet information for        delay times depend on what the exchange is prepared            on a company’s RIC symbol and
the last five years, where available. It also provides a     to make available. Check the page                select Related Company Data.
brief description of a company’s activities and offers the   for delay times by exchange.
company’s registered address and telephone numbers,
                                                             For a delayed full quote on equity data and equity indices,
as well as its principal directors’ names.
                                                             put a forward slash (/) in front of the RIC symbol. For
To display this page for a stock, add B2 to the end of the   example, for Peugeot traded in Paris, type .
RIC symbol. For example: instead of typing  for
                                                             Delayed data on index constituents works the same way:
a full quote on Vodafone, just type .
                                                             put a forward slash (/) between the chain command 
•    An asterisk symbol (*) near to a RIC symbol.            and the RIC symbol (.DJI), e.g. or type  F3.
     Double-click on the asterisk to view the news item.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 4
EQUITY MARKETS

How to configure Reuters 3000 Xtra to have                   Within RDMC, select Custom Configuration ->                TIP
delayed data automatically switched on                       Miscellaneous -> Delayed Data. Choose the Use Delayed      Right-click in the displays and
                                                                                                                        select Refresh to ensure that you
                                                             Data checkbox to enable delayed data on your PC.
                                                                                                                        have the most recent data from
                                                             Now click Execute Actions -> Configure Xtra. You may be    the database.
                                                             asked to save the file. Click Yes.
                                                             Close Kobra and re-open. You will now be able to view
                                                             delayed data. For further assistance please click on the
                                                             link below:
                                                             http://customers.session.rservices.com/a/
                                                             knowledgecentre/Resolution.aspx?id=56486

To enable automatic delayed data in Reuters 3000 Xtra
v5.1, use the Reuters Desktop Management Console
(RDMC) tool available under Reuters Administrative Tools.
This tool should be available in your Start -> Programs ->
Reuters Administrative Tools menu.
It is recommended to ask your system administrator for
assistance because you need to have admin rights to
perform the changes.

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 4
EQUITY MARKETS

FIELD NAMES FOR QUOTE LISTS
If you want to set up a quote list in an Excel spreadsheet,
then these are the most commonly used fields. For each
field of information, you can use either the PowerPlus Pro
identifier, the FID (field number) or the field identifier used
by Reuters 3000 Xtra.

 FIELD                            POWERPLUS PRO IDENTIFIER        FID NUMBER   REUTERS 3000 XTRA IDENTIFIER
 RIC CODE                         RIC NAME                        -1           X_RIC_NAME

 Name of equity                   DISPLAY NAME                    3            DSPLY_NAME

 Up/down arrow                    TICK: UP/DOWN                   14           PRCTCK_1

 News indicator                   NEWS                            28           NEWS

 Last                             LAST                            6            TRDPRC_1

 Net change                       NET CHANGE                      11           NETCHNG_1

 Bid                              BID                             22           BID

 Offer                            ASK                             25           ASK

 Opening price                    OPENING PRICE                   19           OPEN_PRC

 Official closing price           HISTORIC CLOSE                  21           HST_CLOSE

 VOLUME                           VOL ACCUMULATED                 32           ACVOL_1

 Day’s high                       TODAY’S HIGH                    12           HIGH_1

 Day’s low                        TODAY’S LOW                     13           LOW_1

 VWAP                             VOLUME1xPRICE1                  1379         VOL_X_PRC1

 Ex dividend date                 EX DIV DATE                     39           EXDIVDATE

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HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION

CHAPTER 4
EQUITY MARKETS

IN BRIEF: EQUITY MARKETS                                         OTHER NEWS
FULL QUOTES                                                      Reuters 3000 Xtra users can view Top News in a web
Full quotes are Reuters Instrument Codes (RIC) symbols           browser at:
that give you the full breadth of real-time price information,   http://topnews.session.rservices.com
e.g. . For equities, they include fields such as
the last traded price, bid and offer, accumulated volume,        For research taking in articles from more than 550
today’s and this year’s highest and lowest prices, closing       respected publications, use Global Press Watch.
price, references to news, sectors and much more.                Codes are similar to those used in Reuters News.

Most real-time exchange data and services from third-party       EQUITY INDICES
data providers are charged separately. You should check          Index RIC symbols always begin with a dot. A full quote on
your requirements with Thomson Reuters before you start          an index displays all information about the index itself e.g.
using the system.                                                . Look up all equity indices on page:

BACKGROUND DATA                                                  
To view the last five years’ profit and loss figures, type B2    Index constituents are available by typing the same code,
after the RIC symbol, e.g. .                           but using the chain key, for example,  F3. Note that
For the United Kingdom, Ireland, Egypt, Ghana and Turkey         this code shows real-time information, so you must have
you also have B1 background pages, showing summary-              access to the underlying exchange.
level interim and preliminary profit & loss figures, e.g.        SECOND-LEVEL (ORDER BOOK OR MARKET MAKER) CHAINS
.                                                       Some equity exchanges offer market maker information,
COMPANY NEWS                                                     for which separate permission is needed. You can view this
An asterisk symbol (*) beside a RIC symbol on a display          by typing the RIC symbol and pressing the chain key F3.
indicates that there is a recent news story on the company.      For example,  F3.
Double-click on the asterisk to view the news item.
                                                                 Reuters 3000 Xtra users have purpose-built objects
Alternatively, you can type the RIC symbol and press the News    for viewing NASDAQ order books in depth.
function key F9 instead of . For example,  F9.

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