≥ User Guide superior solutions through better understanding ≥ Contents Getting Started Libraries pg 3 - Designer pg 24 - Search pg 3 - Portal pg 24 - Saving a Standard Search pg 3 - DealCal pg 25 - Saving a User-Defined Report/Ranking/Matrix pg 3 - News&Alerts pg 26 - Report Wizard pg 3 - Dealogic ScoreCard pg 27 - Steps to create a report using Report Wizard pg 3 - CapitalMap pg 28 - Sharing Reports pg 4 - International Appendix A: Key Search Fields pg 4 - MyReports pg 29 - Key Search Fields for DCM Analysis pg 4 - LookUp Search DealCal pg 5 Appendix B: Field Glossary pg 30 - Field Glossary Deal Profile pg 6 News&Alerts pg 7 Help and Support pg 34 - DCM Analytics Help and Support ScoreCard pg 34 - Calling the DCM Analytics Hotline pg 8 - Selecting Parameters pg 9 - Drilling down to underlying data pg 9 - Copy a ranking into Excel CapitalMap pg 10 MarketMatrix pg 11 International pg 12 LookUp pg 13 MyReports pg 14 Designer pg 16 - Launching through Portal via Modify buttons pg 17 - Launching Designer as a standalone pg 17 - Standard Search pg 18 - Option 1: User-Defined pg 19 - Option 2: Ranking Table pg 20 - Use Dates pg 20 - Customise Ranking Drill Down pg 21 - Custom Matrix pg 22 - Option 3: Matrix pg 23 - Exporting to Excel superior solutions through better understanding New York: (+1) 212 577 4400 email: [email protected] London: (+44) 20 7379 5650 email: [email protected] Hong Kong: (+852) 2804 1223 email: [email protected] Tokyo: (+813) 5157 1527 email: [email protected] ≥ www.dealogic.com ≥ Getting Started DCM Analytics is a competitive benchmarking system covering the Global Debt Capital Markets. Reporting packages include Bookrunner and company rankings by Industry and Region, deal lists and profiles of individual transactions. Custom reports can be saved in personal or shared libraries set up specifically for defined user groups, which can be generated with up-to-date data from anywhere in the world using only a web browser. Output can be printed or copied/exported to Excel. The platform is comprised of two primary components, the Designer and the Portal. Designer Designer is a locally installed desktop application that enables a user to create, edit and save reports in personal libraries or to share to other users or groups. Designer is used to specify search parameters, including but not limited to: - Date ranges - Products and sub-products - Regions and countries - Industries and sectors - Deal value ranges - Specific manager involvement Portal The Portal is a password protected website with several primary pages: DealCal - Calendar of filed, expected, withdrawn/postponed and completed deals with drill downs to individual profiles - Monthly, Weekly and Daily views - Filter preferences include dates, banks, deal status, deal type, deal execution, regions, deal size and target market News&Alerts - DCM Squawk of breaking market information - Daily DCM NewsSheets topical to the activity of the market Dealogic ScoreCard - Rankings by time period for Bookrunner based on volume - Detail includes number of deals, aggregate deal volume, percentage share - Yearly, quarterly, monthly, weekly and year-to-date views - Drill down hyperlinks produce underlying deal lists for rankings - Modify buttons allow users to further customize queries using the Designer CapitalMap - Snapshot of DCM activity by geographical region/nation - Analysis selection includes deal type, volume, number of deals, year-to-date, last-year-to-date and last year - Modify buttons allow users to further customize queries using the Designer Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 3 ≥ Getting Started International - Access to International marketed and European tables as published in Euroweek - Yearly, year-to-date and custom date reviews - Drill down hyperlinks produce underlying deals lists for ranking - Modify buttons allow users to further customize queries using the Designer MyReports - Access to a library of saved reports that can be accessed on an individual, group or firm wide basis - Ability to share reports with designated individuals or groups - Reports created through the Designer can be easily posted to MyReports and executed on a recurring basis LookUp Search - Company: List all deals for a given company - Bank: DCM bank profile by deal type, recently completed deals and deals in the backlog - Industry: DCM industry profile by deal type, recently completed deals and deals in the backlog for any Dealogic General Industry Group (GIG) or Specific Industry Group (SIG) - Deal number: Go directly to full profile of deal with a specific deal number Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 4 ≥ DealCal When opening the DCM Analytics platform the first page you come to is DealCal. Showing an abbreviated name of the issuer, Bookrunner Parent Code for any deals on a global basis that have been filed/announced, expected to price, priced revised or withdrawn over the specified time period. It is possible to modify the time period to the specific dates or number of weeks that you require. You can choose to view the data on a Monthly, Weekly or Daily basis. You can also Filter the information that appears on your DealCal page by setting your preferences. Click on the preferences option and you will go to the Edit DealCal Preferences page. Here you can select what you would like to see on the calendar based on a Specific Bank and their role, Status, Deal Type, Deal Execution, Share Type, Region, Target Market, Deal Size and Industry and then click on the Go button. Once you have edited your Preferences you have the option to save them to a Library. These Libraries can then be accessed quickly by clicking on the Filter button on the main DealCal page. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 5 ≥ Deal Profile By clicking on any of the tickers on the DealCal page you can drill down to see the Deal Profile of the underlying deal. The Deal Profile provides an in-depth look at individual transactions, including structure, individual tranche details, pricing, syndicate group and disclosed gross fees. Click on the hyperlinked company to access detailed information on any transaction underlying a search. Click on the heading tabs to get access to features like the deal prospectus, comparable deals, company news and information from the web, etc. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 6 ≥ News&Alerts The News&Alerts page consists of the GDCM Squawk - a brief statement on pertinent issues and the NewsSheet. The NewsSheet is posted daily giving a brief synopsis topical to the market, and providing regular standardized tables and breakdowns. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 7 ≥ ScoreCard Illustrates Bookrunner volume rankings for Global DCM or specified Deal Types on a global basis over pre-defined periods. Displays deal volume, number of deals, % vol. share and Average deal size for the selected time period. Tip: Dealogic’s Official Ranking Criteria is also available at the top of the ScoreCard page. Selecting Parameters Users can navigate between DCM deal types (DCM, BOND-HY, BOND-IG, PREF, ABS and MBS) and time periods. The tables will automatically regenerate upon making a selection. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 8 ≥ ScoreCard Drilling down to underlying data To view a banks deal list and apportioned credit for each deal, click on the respective row to drill down to the underlying data. Once you have the list of underlying deals it is then possible to drill down into the full profile. Copy a ranking into Excel Any ranking table on the ScoreCard (and any ranking or table within the Portal that has a Copy button) can be copied into Excel by pressing the Copy button and then pasting the data into Excel. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 9 ≥ CapitalMap The CapitalMap gives a snapshot of the regional breakdown by volume and activity. The top deals across all regions are also shown. As with the previous pages it is possible to drill down and see the data underlying the tables. At the bottom of the page in the Analysis Selection. It is possible to modify the data for the whole page to display the time period, deal type or the number of deals or volume as required. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 10 ≥ MarketMatrix The MarketMatrix shows the top three banks from the Global DCM Bookrunner Ranking table and shows a breakdown of their apportioned value across Region and Deal Type. Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 11 ≥ International The International page gives access to International marketed and European tables as published in Euroweek. Each table includes top 15 Bookrunner volume rankings with options for YTD/ Last YTD/ Last Year and Custom date for each table. Table 1: “International Bonds” Table 2: “International US$ Bonds” Table 3: “International US$ Straight Bonds” Table 4: “International US$ FRN Bonds” Table 5: “International Euro-denominated Bonds” Table 6: “International Euro-denominated Straight Bonds” Table 7: “International Euro-denominated FRN Bonds” Table 8: “International Euro-denominated Corporate Bonds” Table 9: “International Euro-denominated Financial Bonds” Table 10: “International Tier-1 Bonds” Table 11: “International Subordinated Financial Bonds” Table 12: “International Asia Pacific Bonds” Table 13: “International Asia Pacific ex Japan Bonds” Table 14: “International Asia ex Japan Bonds” Table 15: “International Asia G3 Bonds” Table 16: “ All International Bonds by Asian Issuers” Table 17: “European Covered Bonds (inc Domestics)” Table 18: “European Jumbo Covered Bonds” Table 19: “European High Yield Bonds” Dealogic www.dealogic.com DCM Analytics (v.6.80) User Guide 12 ≥ LookUp LookUp The LookUp page is a quick reference page that allows you to search for a specific Issuer, Bank, Industry, Deal or Region.