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maa1112 avatar image
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Downloading multiple tearsheets at once

Hello


I would like to download multiple Shareholder Activism Tearsheets at once. When I open the Corporate Governance Market Overview in Eikon, I can see a list of Shareholder Activism Campaigns with some high-level information (e.g. activist, target, status). However, I'm interested in more detailed data that I can access when I click on the Tearsheet of the campaign (see Screenshot 1.png). The problem is that I need this information for a few hundred campaigns and I cannot download all Tearsheets at once. The only workaround that I found so far was downloading every single Tearsheet, which would take way too much time. I already tried creating a Python script with the code creator, but I cannot make it run. When I try to use the Deal Number of the campaign (in the top right corner of the Tearsheet) as an identifier for the function, it only gives me empty values. I already found the relevant Data Items in the code creator (see Screenshot 2.png), so there must be a way to extract the data via Python or Excel. I believe that I haven't figured out which identifier/universe to use to access these Shareholder Activism Campaign.


So, I would be more than grateful if you could tell me how to download the data of Shareholder Activism campaigns on a larger scale. I don't care if it will work via Python or Excel, I just need a way so that I don't have to download hundreds of Tearsheets manually.


Thank you in advance.

#productesgbulk-downloadtear-sheet
screenshot-2.png (132.7 KiB)
screenshot-1.png (105.1 KiB)
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raksina.samasiri avatar image   raksina.samasiri

<AHS>

extend the triage. The last updated is on 27 Apr, Jason is going to speak to the product owner as we probably need to add this functionality.

raksina.samasiri avatar image   raksina.samasiri

<AHS>

update from Jason

I cant get a Shareholder activism search template im afraid - but I will pass on to nick so he can speak to the Search service owner

4 Answers

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jason.ramchandani01 avatar image
10.2k ●18 ●6 ●9

@maa1112 Thanks for your question - so the first step is to create a deal universe and this can be achieved via API as follows:

import refinitiv.data as rd
from refinitiv.data.content import search
rd.open_sesion()
rd.discovery.search(
    view = search.Views.DEALS_MERGERS_AND_ACQUISITIONS,
    filter = "TransactionAnnouncementDate ge 2023-01-01",
    select = "DocumentTitle,SdcDealNumber,TransactionAnnouncementDate,AcquirerRIC,AcquirerOAPermId,SellerOAPermId,SellerRIC,TargetOAPermId,TargetRIC,TransactionStatus,TargetRegion",
    top = 10000
)

1677507538339.png

This will give you a list of deals with Deal Number (SdcDealNumber) and also AcquirerRIC and also TargetRIC (or PermID). Once you have these you can use the get_data API call to get more specific info about the deal that you showed in the CODECR screenshot as follows:

ric = 'NEM'
sDate = '2023-02-06'

rd.get_data(universe=ric,fields=['TR.DealDate','TR.DealCurrency','TR.DealType','TR.DealSynopsis','TR.DealAttitude'],parameters={'SDate': sDate,'DealDateType':'AD'})

1677508445835.png

I hope this can help.


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maa1112 avatar image
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@jason.ramchandani01 thank you for your response!

Unfortunately, this only seems to work for M&A deals, but not for Shareholder Activism Campaigns (which I am trying to access). Since I can access the SDC Deal Numbers of those Campaigns pretty easily, I tried to get some data on specific deals using get_data (as explained in this question), but unfortunately, it is not returning any data. It seems like it is not finding Shareholder Activism Campaigns in the M&A universe.

Do you know how to adjust the code so that I can access the Shareholder Activism Tearsheets (as shown in my initial questions)?

Thanks a lot.

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jason.ramchandani01 avatar image
10.2k ●18 ●6 ●9

@maa1112 Hi sorry I didn't realise this was the domain you were looking at - the Shareholder Activism view is not available as a search view per se- so I am just trying to see how I can get a universe using a generic search approach - please bear with me - I will get back when I have something.

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maa1112 avatar image
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@jason.ramchandani01 thank you so much!

If accessing this view is to difficult, do you maybe know if there is a way to download multiple Excel files or documents at once?

I could manually download every Tearsheet as an Excel file, but that would take way too much time. But if there is a way to download multiple of those Tearsheets into Excel files at once, that would already help me a lot since I could build a script and extract the data out of those Excel files.

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aramyan.h avatar image   aramyan.h
@jason.ramchandani01 have you got any updates regarding this question?
wasin.w avatar image   wasin.w

<AHS>

Hello @jason.ramchandani01

Could you please help with the client's follow-up question?

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