Latest Fundamentals Coverage (US Primary Listed IPO)

Pulling US Primary Listed IPO from Transactions for given YEAR range and then pulling Fundamentals for those based on another YEAR range.", Can set Fundamentals Range - Default is 3 Years pre-IPO and 3 Years Post-IPO. Also running a REPLACE on DataItemName to switch commas with hyphens for CSV exporting. Built for The Capital Group to replace a CIQ screenexcel sequence

Enhancement Date: 9/25/2020

  • SourceMarket Intelligence
  • Data Packages Required
    Finl Premium Capital StructureFinl Premium DetailFinl Premium MarketFinl Premium RatioFinl Premium StatementFinl Premium SupplementalFinancials Premium Intraday CoreBase CompanyBase Data Item MasterBase Equity SecurityBase Foundation Company DailyBase Security
  • Associated Datasets
    S&P Capital IQ FinancialsTransactions

Query Types

  • MSSQL
  • PostGreSQL
  • Snowflake