The Impact of Coronavirus on S&P 500 Companies Outlook

The Impact of Coronavirus on S&P 500 Companies Outlook The spread of the coronavirus has reached a pandemic, spanning 112 countries and regions, the stock markets have officially plunged into correction territory—at the fastest rate ever recorded, suffering its worst losses since the 2008 financial crisis this week amid ongoing panic over the spreading coronavirus and its impact on the global economy. Economists now say it is increasingly likely [...]

2020-03-20T10:33:01-04:00March 20th, 2020|Categories: Case study|Tags: , |Comments Off on The Impact of Coronavirus on S&P 500 Companies Outlook

Coronavirus and companies reaction on its implication

Coronavirus and companies' reaction on its implication The World Health Organization official said other governments need to prepare for“domestic outbreak control” if the disease spreads in their countries. The spread has spooked global markets and threatened prospects for economic growth. an updated number as for Feb 09 reach to death toll for new coronavirus hits 805, exceeding that of SARS. The update death toll as to Feb 17 1775. [...]

2020-03-14T13:58:49-04:00February 1st, 2020|Categories: Case study|Tags: , |Comments Off on Coronavirus and companies reaction on its implication

Industry overview using alternative data: Oil & Gas Integrated

Industry overview using alternative data: Oil & Gas Integrated An integrated oil and gas company is a business entity that engages in the exploration, production, refinement, and distribution of oil and gas. Given the high entry costs relating to many oil and gas industry operations, many of the world's largest oil and gas companies, like Chevron Corporation and Exxon Mobile, are integrated. Typically, integrated companies divide their various operations into [...]

2020-01-22T14:54:42-05:00January 21st, 2020|Categories: Case study|Tags: , , |Comments Off on Industry overview using alternative data: Oil & Gas Integrated

Alternative data for Quantamental

Alternative Data for Quantamental Quantamental investing is a term that is now being used to describe a combination of these methods on different data sets to improve on the accuracy of predicting outcomes – such as stock prices or a company (or country)’s financial performance. In the most rudimentary form, if a traditional manager is using a quantitative approch to filter out some securities. One approch in the quantitive [...]

2020-02-03T12:19:06-05:00January 12th, 2020|Categories: Case study|Tags: , |Comments Off on Alternative data for Quantamental

Alternative data for private equity funds

Alternative data for private equity funds In today’s fast-paced M&A environment, deal making is increasingly a challenging task. Competition is only increasing as private equity (PE) firms, strategies, and other investors aggressively vie for the most attractive targets. The biggest PE managers are investing in alternative data to spotlight opportunities in promising industry segments, to presage reasons to exit a portfolio investment and to improve the precision of their [...]

2020-01-09T15:19:12-05:00January 5th, 2020|Categories: Case study|Tags: , , |Comments Off on Alternative data for private equity funds

Alternative data corporate event 2019 statistics

Alternative data corporate event 2019 statistics The stock markets will finish 2019 with double-digit gains for the 8th time out of the last 11 years. During 2019, our system capture 38K events (68% bullish events vs. 32% bearish once). Here is 2019 statistics: We are excited to see what will happen in 2020 and wish you all a happy and successful new year Big data and NLP technologies to [...]

2020-01-27T11:57:07-05:00December 30th, 2019|Categories: Case study|Tags: , , |Comments Off on Alternative data corporate event 2019 statistics

Alternative data: ESG Case Study

Alternative data: ESG Case Study Environmental, social and corporate governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. These criteria help to better determine the future financial performance of companies (Wikipedia). ESG is growing in significance amongst institutional investors. Today, ethical considerations and alignment with values are common motivations of many ESG investors but the [...]

2020-01-27T11:59:01-05:00December 3rd, 2019|Categories: Case study|Tags: , |Comments Off on Alternative data: ESG Case Study

Alternative data: Brexit vote prediction using NLP

Alternative data: Brexit vote prediction using NLP The United Kingdom’s divorce with the European Union, better known as Brexit, has become a drawn-out, contentious affair without an obvious resolution. Former British Prime Minister Theresa May’s government and her counterparts in the European Union negotiated a withdrawal agreement last year, but opposition to the deal from the UK Parliament killed it three times. The UK commons has the power to [...]

2020-01-27T11:59:57-05:00November 12th, 2019|Categories: Case study|Tags: , , |Comments Off on Alternative data: Brexit vote prediction using NLP

Alternative data: Uber not a surprise

Alternative data: Uber not a surprise... Uber Technologies Inc (UBER) on Monday posted a wider third-quarter loss as costs at the ride-hailing company soared, sending shares down 6.7% in after-hours trading. Based on Uber's 3Q event analysis we can see that Uber's event-driven score is in a downtrend and cross the 0.5 marks to the bearish territory. In order to find these events, we use big data and NLP [...]

2020-01-27T12:01:48-05:00November 4th, 2019|Categories: Case study|Tags: , |Comments Off on Alternative data: Uber not a surprise

Alternative data: benefits and challenges

Alternative data: benefits and challenges What benefits can the use of alternative data bring to financial institutions? Quarterly earnings reports and industry whitepapers are often slow and infrequent and as these traditional sources of information are readily available, they tend to offer limited actionable intelligence or insight. No executive should go to their board and present a plan based on data from 6 months ago when they could be [...]

2020-01-27T12:11:05-05:00October 24th, 2019|Categories: Case study|Tags: |Comments Off on Alternative data: benefits and challenges

Alternative data: Netflix outperform in Q3 2019

Alternative data: Netflix outperform in Q3 2019 We saw the shift in Netflix $NFLX from the past quarter using key events that took place during 3Q. The streaming-video pioneer beat subscription estimates thanks to growth in countries like Brazil and India. The third season of Stranger Things helped drive business, drawing a record 64 million households. In total, more than 6 million new viewers signed up last quarter. Barely 500,000 [...]

2020-01-27T12:00:55-05:00October 18th, 2019|Categories: Case study|Tags: , |Comments Off on Alternative data: Netflix outperform in Q3 2019

Alternative data: clean dataset and why it’s impotent

Alternative data: clean dataset and why it's impotent Today, more than 80% of the data is unstructured. Data is being produced as we speak – from every conversation we make in social media to every content generated from news sources. In order to produce any meaningful actionable insight from data, it is important to know how to work with it in its unstructured form. Data and data scientist work [...]

2020-01-27T11:58:08-05:00October 13th, 2019|Categories: Case study|Tags: , |Comments Off on Alternative data: clean dataset and why it’s impotent

Private equity alternative data Case Study – Snowflake

Private equity alternative data Case Study - Snowflake Snowflake provides a data warehouse as a service designed for the cloud, founded in 2012 and raised $928M to date. The company is headquartered in San Mateo, California, United States. Snowflake offers corporate users to store and analyze data using cloud-based hardware and software. It runs on Amazon S3 since 2014, and on Microsoft Azure since 2018 It is being rolled [...]

2020-01-27T12:06:51-05:00September 2nd, 2019|Categories: Case study|Tags: , , |Comments Off on Private equity alternative data Case Study – Snowflake

NLP: Sift through the noise

NLP: Sift through the noise As data volume increase by the day, the noise level is tremendous. By noise, we mean the same data in different wording or even duplication of the same content. In the financial markets, data is key factor for outperforming the benchmarks. However, nowdays, it becomes impossible to track all major events for relevant companies as the news volume are at pick and continue to [...]

2020-01-27T19:38:21-05:00August 11th, 2019|Categories: Case study|Tags: |Comments Off on NLP: Sift through the noise

Alternative data: Paris Air Show Airbus vs Boeing

Paris Air Show Airbus vs Boeing The Paris Air Show 2019 (June 17th to 23rd) is the key event for major airplanes manufacture as key deals are made during the trade show. Each year the competition between Airbus and Boeing is getting more intense as each wants to secure more order than its peer. This year, a special condition influence sales figure as Being facing a bad reputation over [...]

2020-01-02T04:00:42-05:00June 21st, 2019|Categories: Case study|Tags: , , |Comments Off on Alternative data: Paris Air Show Airbus vs Boeing

Using NLP in the financial industry

Using NLP in the financial industry Today’s financial markets are inextricably linked with financial events like acquisitions, profit announcements, or product launches. Information extracted from news messages that report on such events could hence be beneficial for financial decision making. The ubiquity of news, however, makes manual analysis impossible, and due to the unstructured nature of text, the (semi-)automatic extraction and application of financial events remains a non-trivial task. [...]

2020-01-02T02:16:43-05:00June 16th, 2019|Categories: Case study|Tags: , |Comments Off on Using NLP in the financial industry

Ford Motors Layoffs events in 2019

Ford Motors layoffs event tracking using events detection and NLP system Ford Motor (F) announced more job cuts as it continues to restructure, with thousands of salaried positions set to be axed. The automaker will cut 7,000 jobs around the world by August, Ford said in a statement Monday. The cuts amount to 10% of Ford's global salaried workforce. It will save about $600 million annually. Notifications will be [...]

2020-01-27T12:10:07-05:00May 20th, 2019|Categories: Case study|Tags: , |Comments Off on Ford Motors Layoffs events in 2019

Auto-manufacturer recall events 2019

Auto-manufacturer recalls events monitoring using events detection and NLP system Manufacturers of any product—from toys to medicine to automobiles—must create items that are, above all else, safe to use. Not only is this essential to long-term brand value and corporate success, but it’s also required by law. But while perfection is the goal, defects are bound to occur, especially in advanced products such as automobiles. When a safety defect [...]

2020-01-02T02:38:57-05:00April 1st, 2019|Categories: Case study|Tags: , |Comments Off on Auto-manufacturer recall events 2019

Forecast Revenue and earnings outcome Using Event-Driven Score

Forecast Revenue and earnings outcome Using Event-Driven Score One major use of an event’s direction using NLP and big-data is the prediction of quarterly financial performance which reflects the company’s operational activities. In this case study, we tested the 2Q 2018 financial announcements using an event-driven score aggregation to predict companies’ 2Q financial performance. To do so, we generated an event-driven score for companies using the period from 04.01-06.30.18 [...]

2020-01-02T02:39:49-05:00December 5th, 2018|Categories: Case study|Tags: , |Comments Off on Forecast Revenue and earnings outcome Using Event-Driven Score

Earnings Beat Forecast Using Event-Driven Score

Earnings Beat Forecast Using Event-Driven Score Events such as M&A, new deals, new orders, partnerships, ESG, regulatory decisions, management and stakeholders’ changes, expansions to new markets or product categories, new products, price changes, new agreements, FDA decisions, financial reports related events, and more reflect the companies’ ongoing operation during a certain period. To demonstrate the predictive power of events on earnings, we selected randomized 134 companies which beat the [...]

2020-01-02T02:40:46-05:00November 18th, 2018|Categories: Case study|Tags: , |Comments Off on Earnings Beat Forecast Using Event-Driven Score

Semiconductor industry outlook using alternative data

Semiconductor industry outlook using alternative data “Three-quarters of the way through 2018, the global semiconductor industry is on pace to post its highest-ever annual sales, comfortably topping last year’s record total of $412 billion,” said John Neuffer, president and CEO, Semiconductor Industry Association. “While year-to-year growth has tapered in recent months, September marked the global industry’s highest-ever monthly sales, and Q3 was its top-grossing quarter on record. Year-to-year sales [...]

2020-01-27T12:15:08-05:00November 16th, 2018|Categories: Case study|Tags: , |Comments Off on Semiconductor industry outlook using alternative data

Using Corporate Events To Forecast Financial Outcomes

Using Corporate Events To Forecast Financial Outcomes In today’s reporting session, it is essential to be able to track corporate events such as M&A, new deals, partnerships, ESG, regulatory decisions, management and stakeholder changes, expansions to new markets or product categories, new products, price changes, new agreements, FDA decisions, financial reports related events, macroeconomics, and much more. These events have prediction power on companies’ financial reports, specifically, the direction [...]

2020-01-02T02:42:41-05:00October 23rd, 2018|Categories: Case study|Tags: , |Comments Off on Using Corporate Events To Forecast Financial Outcomes

Market analysis – US market case study

This is how our system notify about the US market correction 2 days before it happens After a 5% correction in the US market, we analyzed our system to see if we could know before it happens Our system can generate market, sectors, industries, and ETFs event-driven score based on the aggregated events of the companies within it. The recent market correction was correlated with our model; therefore, our [...]

2020-01-02T02:44:06-05:00October 12th, 2018|Categories: Case study|Tags: , |Comments Off on Market analysis – US market case study

Industry analysis – Medical Devices case study

Industry analysis - Medical Devices case study US medical device makers could lose $138 million this year as a result of the 25 percent US tariffs on Chinese imported goods that went into effect from July, and they may cause some manufacturers to downsize and cut research and development. “We estimate that the imposition of additional 25 percent duties will impact approximately $836 million worth of medical technology entering [...]

2020-01-27T19:33:24-05:00October 3rd, 2018|Categories: Case study|Tags: , |Comments Off on Industry analysis – Medical Devices case study

Alternative data: Apple case study

Alternative data: Apple case study Apple ($AAPL) unveiled not one new version of the iPhone X, but three, in its biggest event of the year. Among the trio is Apple’s largest ever phone – the iPhone Xs Max – which features the biggest display that Apple has ever put in a phone. Many details about that new phone, including its shiny gold color, were accidentally leaked by Apple ahead [...]

2020-01-27T19:42:10-05:00September 14th, 2018|Categories: Case study|Tags: , |Comments Off on Alternative data: Apple case study

ESG event category – AT&T case study

ESG event category - AT&T case study AT&T ($T) has suffered a data breach that compromised some details of about 3% of its total 77 million users or about 2 million customers which the personal information of millions of its users, including phone numbers, e-mail addresses, and account numbers, were exposed to hackers. This type of event was classified in the ESG category which has implications on the stock [...]

2020-01-02T02:45:37-05:00September 5th, 2018|Categories: Case study|Tags: , , |Comments Off on ESG event category – AT&T case study

PepsiCo VS Coca-Cola case study

PepsiCo VS Coca-Cola As the beverage industry undergoes a transformation with carbonated soft drinks losing their position and consumers preferring “healthier” beverages, cola giants have focused their attention on other avenues to spur their sales. One such route is the sparkling water category which has witnessed spectacular growth rates. PepsiCo launched its own sparkling water brand called Bubly. Given the enormous interest in this space, PepsiCo’s $3.2 billion acquisition of SodaStream, [...]

2020-01-02T02:25:30-05:00August 22nd, 2018|Categories: Case study|Tags: , , |Comments Off on PepsiCo VS Coca-Cola case study

Alternative data: Tesla case study

Why we don't use personal account tracing on social media Using event extraction from a personal account on Twitter can be a risky method for news sentiment assessment. This week, we got a very good example of why we don't cover personal twitter account on our platform. On Aug 07, Tesla CEO Alon Musk tweets he is 'considering' taking the company private, investor react immediately and increase and entering the [...]

2020-01-27T19:39:16-05:00August 7th, 2018|Categories: Case study|Tags: , |Comments Off on Alternative data: Tesla case study

Alternative data: ESG events case study

Alternative data: ESG events case study The importance of environmental, social and governance (ESG) factors, in investment decision making, as Boston Consulting Group point out in their article; Investors Care More About Sustainability Than Many Executives Believe, that 75% of senior executives in investment firms see ESG factors as materially important to their investment decision. The disconnect is evident that only 60% of companies have a sustainability strategy, and just [...]

2020-01-27T19:43:00-05:00August 5th, 2018|Categories: Case study|Tags: , |Comments Off on Alternative data: ESG events case study

Alternative data: Twitter case study

Alternative data: Twitter case study Twitter shares finished Friday 20% down at market close after reporting a decline in monthly active users during the second quarter. The trouble here isn't revenue (it beat estimates) or earnings (it hit its number). Instead, it's about a decline in "monthly active users," a figure that was depressed for reasons like new privacy rules in Europe, a purging of fake/abusive accounts, and not [...]

2020-01-27T19:40:05-05:00July 29th, 2018|Categories: Case study|Tags: , |Comments Off on Alternative data: Twitter case study

Alternative data: Facebook case study

Alternative data: Facebook case study Facebook was the most-loved holding of hedge funds before the stock's epic plunge on Thursday, resulting in a massive multibillion-dollar loss for the so-called smart money on Wall Street. According to CNBC, 848 hedge funds tracked by Goldman Sachs, 97 had Facebook as a top 10 holding, according to the firm's May "Hedge Fund Trend Monitor" report. The note, tracking $1.6 trillion in hedge [...]

2020-01-27T19:40:45-05:00July 27th, 2018|Categories: Case study|Tags: , |Comments Off on Alternative data: Facebook case study

Alternative data performance

Alternative data performance Alternative data will likely transform active investment management (IM) over the next five years, from hedgefund management to long-only mutual funds, and even private equity managers. Those firms that do not update their investment processes within that time frame could face strategic risks, and might very well be outmaneuvered by competitors that effectively incorporate alternative data into their securities valuation and trading signal processes. The biggest [...]

2020-01-02T02:51:01-05:00July 5th, 2018|Categories: Case study|Tags: |Comments Off on Alternative data performance