Estimator’s full name
Posted: 18 March 2013 06:26 AM   [ Ignore ]
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Hi everyone, I am looking for the file that allows me to match estimator ID/masked code (such as the below example) in the recommendation details file with estimator’s full name.

“Estimator
Masked
Code” “Estimator ID”
846 CSFBFH
741 SBCIFC
1020 GOLDMAN
38364 CJIANG
11933 HAITONG
38417 EBRIGHT
11933 HAITONG

Your help is deeply appreciated!!

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Posted: 18 March 2013 10:25 AM   [ Ignore ]   [ # 1 ]
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hi Xn,

I have understood this info is no longer available in IBES (it was before). (Please correct me if I am wrong though).

best regards,

Joost

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Posted: 18 March 2013 11:17 AM   [ Ignore ]   [ # 2 ]
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Ya that is what I was told by the WRDS support. However, I am just wondering whether anyone has obtained a copy when it was still available. Hopefully it is still useful as Estimator’s names should not change often.

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Posted: 18 March 2013 12:22 PM   [ Ignore ]   [ # 3 ]
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ok;I see. Does WRDS not have an older version available for you?

best regards,

Joost

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Posted: 18 March 2013 12:26 PM   [ Ignore ]   [ # 4 ]
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Hi Poost,
not I am aware of. I searched for quite a while but could not find anything.

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Posted: 18 March 2013 01:16 PM   [ Ignore ]   [ # 5 ]
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ok; WRDS or other users of your institution may be the best options to get this data (since it is proprietary data)

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Posted: 30 April 2013 02:52 PM   [ Ignore ]   [ # 6 ]
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Hi Xn,

did you find a way to get the file with estimators’ full names?
I’m interested in this file, too.

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Posted: 03 April 2015 07:30 AM   [ Ignore ]   [ # 7 ]
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hi,

It’s been a while, but I recently have taken a closer look at identifying analysts in IBES.

It looks like the analysts names (and broker name) are in the recommendation files (ibes.recddet) and in the price target files (e.g. ibes.ptgdet).

The confusing thing is that these files contain a ‘masked’ analyst ID. It turns out (or at least it looks that way) that these IDs get shuffled (i.e., you will get a match with the other tables, but that is probably not the same analyst).

/* it looks like they get shuffled */
/* analyst, broker in detail file */
data test (keep estimator analys);
set ibes.det_epsus;
where cusip eq "26878510" and year (actdats) > 2012;
run;
proc sort data=test nodupkey by analys estimator ;run;

/* analyst, broker in recommendation file */
data test2 (keep EMASKCD AMASKCD);
set ibes.recddet;
where cusip eq "26878510" and year (actdats) > 2012;
run;
proc sort data=test2 nodupkey by AMASKCD EMASKCD ;run

This code pulls the analyst-broker combinations for a sample firm in the forecast detail file, compared with the recommendations. And, these combinations do not match up (consistent with shuffling).

For this sample firm, the names in the recommendation file match up with the analysts mentioned at the firm’s website: http://investorcenter.epenergy.com/analyst-contact

So, it looks like you can still identify analysts, but then you are limited to using the recommendation/target files. See for example:

“We start by identifying all sell-side analysts on the I/B/E/S tape who provide at least one recommendation on a domestic stock between 1993 and 2006.”
Cohen et al, 2010, JOF (Sell-side school ties), p. 1416

Hope this helps, I would be interested in finding ways ‘around’ this as well smile

Best regards,

Joost

 

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Posted: 13 June 2016 07:33 PM   [ Ignore ]   [ # 8 ]
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Hi Joost,

I ran your code and it looks that the analyst IDs match quite well between the detail file and the recommendation file, while the broker IDs do not match at all. Is it still possible to match different tables using the analyst ID? Thanks!

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Posted: 16 June 2016 02:09 PM   [ Ignore ]   [ # 9 ]
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hi Proust,

I am afraid I don’t understand the masking either so I don’t know if the matching is good or not.

Best,

Joost

 

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