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eqs

Equity screening data for Bloomberg Server connection V3

Description

example

d = eqs(c,sname) returns equity screening data given the Bloomberg® Server V3 session screen name sname.

example

d = eqs(c,sname,stype) also specifies the screen type stype.

example

d = eqs(c,sname,stype,languageid) also specifies the language identifier languageid.

example

d = eqs(c,sname,stype,languageid,group) also specifies the optional group identifier group.

example

d = eqs(c,sname,stype,languageid,group,'OverrideFields',ov) also specifies the Bloomberg override fields and values ov.

Examples

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Create a Bloomberg connection, and then retrieve frontier market stock data.

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

  • The Bloomberg UUID is 12345678.

  • The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

c is a bloombergServer object.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress);

Return data as a table by setting the DataReturnFormat property of the bloomberg object. If you do not set this property, the eqs function returns data as a cell array.

c.DataReturnFormat = 'table';

Retrieve equity screening data for the screen named Frontier Market Stocks with 1 billion USD Market Caps.

sname = 'Frontier Market Stocks with 1 billion USD Market Caps';
d = eqs(c,sname);

Display the first three rows in the returned data d.

d(1:3,:)
ans =

  3×8 table

       Cntry                   Name                 IndGroup    MarketCap     Price_D_1     P_B       P_E      EPS_1YrGrLF
    ___________    _____________________________    ________    __________    _________    ______    ______    ___________

    'Venezuela'    'MERCANTIL SERVICIOS FINAN-A'    'Banks'     7.3424e+12      70088      278.25    1137.6      1121.9   
    'Venezuela'    'BANCO DEL CARIBE-A'             'Banks'     2.0442e+12      24531      2321.8       NaN         NaN   
    'Venezuela'    'BANCO PROVINCIAL'               'Banks'     1.2632e+12      11715      52.344    173.72       219.1   

The columns in d are:

  • Country name

  • Company name

  • Industry name

  • Market capitalization

  • Price

  • Price-to-book ratio

  • Price-earnings ratio

  • Earnings per share

Close the Bloomberg connection.

close(c)

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

  • The Bloomberg UUID is 12345678.

  • The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

c is a bloombergServer object.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress);

Retrieve equity screening data for the screen called Vehicle-Engine-Parts and the screen type equal to 'GLOBAL'.

d = eqs(c,'Vehicle-Engine-Parts','GLOBAL');

Display the first three rows in the returned data d.

d(1:3,:)
ans = 

  Columns 1 through 5

    'Ticker'        'Short Name'        'Market Cap'        'Price:D-1'    'P/E'  
    'HON     US'    'HONEYWELL INTL'    [69451382784.00]    [    88.51]    [16.81]
    'CMI     US'    'CUMMINS INC'       [24799526912.00]    [   132.36]    [17.28]

  Columns 6 through 8

    'Total Return YTD'    'Revenue T12M'      'EPS T12M'
    [           42.43]    [38248998912.00]    [    4.11]
    [           24.43]    [17004999936.00]    [    7.57] 

d contains Bloomberg equity screening data for the Vehicle-Engine-Parts screen. The first row contains column headers. The subsequent rows contain the returned data. The columns in d are:

  • Ticker symbol

  • Company name

  • Market capitalization

  • Price

  • Price-earnings ratio

  • Total return year-to-date

  • Revenue

  • Earnings per share

Close the Bloomberg connection.

close(c)

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

  • The Bloomberg UUID is 12345678.

  • The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

c is a bloombergServer object.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress);

Retrieve equity screening data for the screen called Vehicle-Engine-Parts, the screen type equal to 'GLOBAL', and return data in German.

d = eqs(c,'Vehicle-Engine-Parts','GLOBAL','GERMAN');

Display the first three rows in the returned data d.

d(1:3,:)
  Columns 1 through 5

    'Ticker'        'Kurzname'          'Marktkapitalisie...'    'Preis:D-1'    'KGV'  
    'HON     US'    'HONEYWELL INTL'    [     69451382784.00]    [    88.51]    [16.81]
    'CMI     US'    'CUMMINS INC'       [     24799526912.00]    [   132.36]    [17.28]

  Columns 6 through 8

    'Gesamtertrag YTD'    'Erlös T12M'        'EPS T12M'
    [           42.43]    [38248998912.00]    [    4.11]
    [           24.43]    [17004999936.00]    [    7.57]

d contains Bloomberg equity screening data for the Vehicle-Engine-Parts screen. The first row contains column headers in German. The subsequent rows contain the returned data. The columns in d are:

  • Ticker symbol

  • Company name

  • Market capitalization

  • Price

  • Price-earnings ratio

  • Total return year-to-date

  • Revenue

  • Earnings per share

Close the Bloomberg connection.

close(c)

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

  • The Bloomberg UUID is 12345678.

  • The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

c is a bloombergServer object.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress);

Retrieve equity screening data for the Bloomberg screen called Vehicle-Engine-Parts, using the Bloomberg screen type 'GLOBAL' and the language 'ENGLISH', and the Bloomberg screen folder name 'GENERAL'.

d = eqs(c,'Vehicle-Engine-Parts','GLOBAL','ENGLISH','GENERAL');

Display the first three rows in the returned data d.

d(1:3,:)
ans = 

  Columns 1 through 5

    'Ticker'        'Short Name'        'Market Cap'        'Price:D-1'    'P/E'  
    'HON     US'    'HONEYWELL INTL'    [69451382784.00]    [    88.51]    [16.81]
    'CMI     US'    'CUMMINS INC'       [24799526912.00]    [   132.36]    [17.28]

  Columns 6 through 8

    'Total Return YTD'    'Revenue T12M'      'EPS T12M'
    [           42.43]    [38248998912.00]    [    4.11]
    [           24.43]    [17004999936.00]    [    7.57]

d contains Bloomberg equity screening data for the Vehicle-Engine-Parts screen. The first row contains column headers. The subsequent rows contain the returned data. The columns in d are:

  • Ticker symbol

  • Company name

  • Market capitalization

  • Price

  • Price-earnings ratio

  • Total return year-to-date

  • Revenue

  • Earnings per share

Close the Bloomberg connection.

close(c)

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

  • The Bloomberg UUID is 12345678.

  • The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

c is a bloombergServer object.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress);

Retrieve equity screening data as of a specified date using these input arguments. The override field PiTDate is equivalent to the flag AsOf in the Bloomberg Excel Add-In.

  • Bloomberg connection c

  • Bloomberg screen is Vehicle-Engine-Parts

  • Bloomberg screen type is 'GLOBAL'

  • Language is 'ENGLISH'

  • Bloomberg screen folder name is 'GENERAL'

  • Override field PiTDate is September 9, 2014

d = eqs(c,'Vehicle-Engine-Parts','GLOBAL','ENGLISH','GENERAL',...
    'OverrideFields',{'PiTDate','20140909'});

Display the first three rows in the returned data d.

d(1:3,:)
ans = 

  Columns 1 through 5

    'Ticker'        'Short Name'        'Market Cap'    'Price:D-1'       'P/E'
    'HON US'     'HONEYWELL INTL'      [7.3919e+10]    [  94.4600]    [17.8087]
    'TSLA US'    'TESLA MOTORS'        [3.4707e+10]    [ 278.4800]    [    NaN]

  Columns 6 through 8

    'Total Return YTD'    'Revenue T12M'    'EPS T12M'
    [          4.8907]    [  3.9966e+10]    [  5.1600]
    [         85.1239]    [  2.4365e+09]    [ -1.3500]

d contains Bloomberg equity screening data for the Vehicle-Engine-Parts screen as of September 9, 2014. The first row contains column headers. The subsequent rows contain the returned data. The columns in d are:

  • Ticker symbol

  • Company name

  • Market capitalization

  • Price

  • Price-earnings ratio

  • Total return year-to-date

  • Revenue

  • Earnings per share

Close the Bloomberg connection.

close(c)

Input Arguments

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Bloomberg Server connection, specified as a bloombergServer object.

Screen name, specified as a character vector or string scalar to denote the Bloomberg V3 session screen name to execute. The screen can be a customized equity screen or one of the Bloomberg example screens accessed by using the EQS <GO> option from the Bloomberg terminal.

Data Types: char | string

Screen type, specified as one of the two preceding values to denote the Bloomberg screen type. 'GLOBAL' denotes a Bloomberg screen name and 'PRIVATE' denotes a customized screen name. When using the optional group input argument, stype cannot be set to 'PRIVATE' for customized screen names.

Language identifier, specified as a character vector or string to denote the language for the returned data. This argument is optional.

Data Types: char | string

Group identifier, specified as a character vector or string to denote the Bloomberg screen folder name accessed by using the EQS <GO> option from the Bloomberg terminal. This argument is optional. When using this argument, stype cannot be set to 'PRIVATE' for customized screen names.

Data Types: char | string

Bloomberg override field values, specified as an n-by-2 cell array. The first column of the cell array is the override field. The second column is the override value.

Example: {'PiTDate','20140909'}

Data Types: cell

Output Arguments

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Equity screening data, returned as a cell array, structure, or table. The data type of the equity screening data depends on the DataReturnFormat property of the connection object.

Introduced in R2021a