Capital IQ: Company Screening

Jiaxin Low

Research Librarian, Finance

Company Screening

Screen/Filter for a list of companies that satisfy certain criteria

Steps:

1) Set Criteria

2) View results

3) Choose Display Columns to display more information on results

Screening

Set Criteria

Set Criteria

• E.g. SGX-listed

• Click “Add Criteria”

View Results

• View results (screening criteria included)

Customise Display

• To display more information, click Customize Display Columns > Browse All Display Columns

Choose Display Columns

• Select display columns to add to results

Choose Display Columns

• Configure display column and click “Add Columns” button > “View Results”

View Results

Export results

• Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)

Need more help?

• Research guide: http://researchguides.smu.edu.sg/capitaliq

• Email: libresearch@smu.edu.sg

• Walk-in: the Desk at Library Level 2, 12 – 6 pm

• Schedule a consultation with a research librarian