EMIS Expanding Company Intelligence and M&A Coverage

The improvements of EMIS in company intelligence significantly enhance the ability to understand business strategies in several ways: an expansion in the global coverage of documents for listed companies, an enhancement in the capabilities to capture rumored and non-rumored M&A deals, the integration of Betas ratios from FactSet, and an expansion of the financial standards available via the Smart Screener and Add-in for Excel to cover local accounts. Additionally, some functionality enhancements in search, company profiles, industry profiles, and alerts are implemented.


 

1. Expansion of Company Intelligence and M&A Coverage: Enhancing Business Understanding with Comprehensive Data and Advanced Analytics

— More Company Documents - Access to a comprehensive catalogue of company documents: expanding coverage of company documents to cover over 70,000 listed companies worldwide and a selection of the leading private players across emerging markets, capturing official documents and fillings, including annual, interim, and sustainability reports, to help users gain deeper insights into a company's strategic priorities, financial health, and long-term goals.

— Advanced M&A Deals Intelligence - M&A News topics expansion: Utilising advanced Generative AI and Machine Learning, EMIS can now help users to identify both rumoured and non-rumoured deals, providing early insights into potential mergers and acquisitions. As part of this advancement, EMIS have expanded the taxonomy for M&A news to include both rumors and confirmed deals (non-rumors), encompassing M&A transactions and ECM-related activities, as well as PE and VC investment deals.

— Inclusion of Company Betas: New partnership with FactSet to include Beta coefficients for over 40,000 listed companies, allowing better risk assessment and understanding of a company's market volatility. This is crucial for evaluating how external market conditions may influence a company's strategic decisions. The data covers circa 40,000 companies worldwide and is available with weekly frequency for both Levered and Unlevered Betas for 1-year, 2-years, and 5-years periods. Users can filter a 1-year history of the coefficient if available for the company and use this calculation for their valuation models.

— Enhanced Financial Statements Access: All financial accounts from a company's financial statements are now available via the smart screener and Excel Add-in, enabling detailed financial analysis. This supports a deeper understanding of a company's financial performance, investment strategies, and resource allocation. The update also supports seamless integration of financial data into custom spreadsheets, enabling precise valuation models and credit risk assessments.
 

2. Functionality enhancements on Search

— Adding Source Type to the Search filter: The Source Type has been added in the Search filters for News and Reports. Now users doing research can filter the source to relevant types for their query i.e. Newspapers, Magazines, etc.

— Report Type filter – To support a more precise research of documents, the Report Type filter has been added in the Search, Industry, Company, and Country components.
 

3. Functionality enhancements in Company profiles and Industry profiles

— Indication of the source of industry classification codes – The information on company profiles about the source of industry classification codes has been added. Now users can see if the data comes from a
    1-provider
    2-registry or AI

— Company Market Data chart download – users can now download the Market Data chart on listed companies' profiles. The download is available in several formats i.e. PNG, JPEG and PDF.

— View Annual Statements – A link has been added to annual statements on the financial highlights in the Overview tab when the latest period is interim. This links the user to Financials tab with applied filters for Annual statements only.

— Adding Comparisons to Folders – Saving Company Comparison has been enabled in the Folders as separate content type. This allows users to save more comparisons also with other types of research.

— New market ratios on Industry Indicators and Company in Industry – users can now filter their benchmark to listed companies only and find data for new ratios: Enterprise Value to EBITDA, Market Capitalization/Book Value, Price to Earnings (P/E). The ratios are available from the Industry Indicators tab in Industry Profiles and Company in Industry tab in Company Profiles.

4. Functionality enhancements on Alerts

— Separation of Alerts: Users are now able to set the alerts as separate messages. The grouping can be turned off in the Alert panel. If the user has many alerts and will start receiving too many notifications.