E identify and describe information sources that analysts use in financial statement analysis besides annual financial statements and supplementary information; Flashcards

Identify and describe information sources that analysts use in financial statement analysis besides annual financial statements and supplementary information.

1
Q

In addition to annual financial statements and supplementary information, what other information sources will an analyst use in financial statement analysis

A

Quarterly or semiannual updates which aren’t necessarily audited.

8-K: Changes to major assets, changes to management or corp governence
10-K: Annual financial
10-Q: Quarterly financials
Proxy Statements: Shareholder votes
Corporate Reports: Marketing
Press Releases: Marketing
Earnings guidance (before the financials):

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2
Q

Where do analysts find pertinent information on economic conditions?

A

Trade journals

Statistical Reporting Services

Government Agencies

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