GBI Research: Industry Intelligence in Pharma, Medical Technology, Power and More

GBI Research: Global Business Intelligence covers industry reports in Pharmaceuticals, Medical Technology, Oil & Gas, Chemicals, Power, Semiconductors, and Mining. Their “strategic intelligence reports” use primary and secondary research conducted by in-house analysts as well as research from propriety sources.

You can find reports a number of different ways.

• Click on Report List from the top menu to get a listing of all published reports across all industries. Filter the results using the left-hand menu.
• Enter keywords in the Search bar to search across the entire report portfolio.
• Filter down using the Industry list on the home screen.

Reports cover market revenues, forecasts, and industry analysis as well as information like the competitive landscape, market trends and predictions, M&A deals, and key events. Most reports are globally focused, but many provide statistics by major countries or regions as well. Below is an example graph showing Offshore Drilling Expenditure Statistics, Europe, 2000–2016.

To give you an idea of the types of reports covered, GBI Research highlights some of the most viewed reports on the home screen. For example:

• Pharmaceuticals: “Multiple Sclerosis Therapeutics to 2019 – Treatment Diversification”
• Medical Technology: “Wound Closure Devices Market to 2019 – New Product Launches”
• Oil & Gas: “Offshore Drilling Industry in Europe to 2016”

Big Deal: Bloomberg’s M&A Database

Finding information about merger and acquisition transactions is simplified by the availability of several M&A databases.

A particularly easy to use but powerful M&A database is available through Bloomberg.

Type MA <GO> to access.

The initial M&A screen gives an overview of merger activity, including lists of the largest deals by region or date, activity breakdowns by industry, and a brief League Table. Click the headings for greater detail.

To search for deals with specific characteristics, click on “Custom Search.”

In this example, we are searching for all M&A completed acquisitions by public U.S. companies.

From the search screen click on RESULTS to display the default spreadsheet variables, then click EDIT COLUMNS to add or modify the variables.

In our example, we modified the default options to include data about the acquirer’s stock price following the acquisition, and downloaded the results to EXCEL.

For other options for M&A deals see our Business FAQ on mergers and acquisitions. Also, take a look at our previous post on M&A Rumors.

AuditAnalytics: Who Audits Whom PLUS

AuditAnalytics (available in WRDS) is a deep, multifaceted database containing data on thousands of auditors and the corporations they audit. Although the file can easily link auditors and the companies they audit, it has many more uses than a simple “Who Audits Whom” database.

The image on the left shows the many modules available for searching.

Here are two examples of research questions that show off AuditAnalytics’ ability to analyze auditing in depth.

1. Restatements: Identify companies for which the restatement identified fraud.

The SEC can require a company to reissue its financial statements for reasons ranging from clerical errors to fraud. Here’s how to search AuditAnalytics for an answer.

From the list of modules displayed to the left, choose:

Audit and Compliance => Non-Reliance Restatements.

Now choose your search criteria.

Step 1: Enter Date Range (e.g. from 2004 to date)

Step 2: Choose option “Search Entire Database” (Other options here are to search for one or more companies by ticker or CIK number, or to upload a text file of such company identifiers).

Step 3: Choose Variables to display including “Res Fraud” and “Res Fraud Category Title List”

Click on “Manuals and Overviews” from the top of the screen to identify relevant variables and their definitions for each module.  Here, “Res Fraud” indicates that a restatement identified fraud, and “Res Fraud Category Title List” describes the nature of the fraud.

Step 4: Select an output format, then click “Submit Query”.