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 stakeholders’ changes, expansions to new markets or product categories, new products, price changes, new agreements, FDA decisions, financial reports related events, macroeconomics and much more… as they have prediction power on companies’ financial reports, specifically, the direction of the outcomes.

These events are helpful factors to forecast what will be the revenue and earnings direction as these events have an impact on the ongoing top and bottom line of each company. For example, today, Lockheed Martin (LMT) presents a strong outcome. The company had a total of 17 events during the past quarter, including many new orders, partnership, and buyback. These events contribute to the company’s current financial results which had been seen in the company’s event-driven score before the financial report release.

 (The event-driven score is scaled between 0-1 where bellow 0.5 points to a bearish event-driven score based on events during the filtered period, above 0.5 points to bullish event-driven score) clicking here to trial our system

Another example is Biogen (BIIB) as the company’s EPS increase by 0.62c in today’s release. The company had a total of 6 events during the past quarter including multi approvals for new products, as well as guidance update, and two trials fail to meet the endpoints. Overall, the company’s event-driven score was 0.61 for 90-days period which indicates a bullish position

(The event-driven score is scaled between 0-1 where bellow 0.5 points to a bearish event-driven score based on events during the filtered period, above 0.5 points to bullish event-driven score) clicking here to trial our system

These are just 2 examples of many, as corporate events, like we describe above, have a tremendous impact on companies’ ongoing operation, therefore, we can see the implication directly on the companies’ financial reports.

Tracking companies or other assets events can add an edge to new investments decision, finding new opportunities, monitoring portfolios, mitigate risk and acts as a complimentary analysis alongside the fundamental or quant analysis.


Capture alpha using event-driven scoring presented on a visual analytics system

Using big data and NLP technologies to capture alpha by collecting, structure and reveal events from news articles, press releases, and financial social media. Our data is presenting on visually compelling, interactive dashboards on your PC and mobile.

Using a hybrid model to provide high accuracy of data classification, context, and sources to ensure maximum value for our clients. Generating events scoring based on novelty, the position of the event, (header or news body), the event scoring index and the repetition of the event in the media.

Events Categories
Financial reports related events, M&A, new deals, partnerships, ESG, regulatory decisions, management change, expansions, new products, FDA decisions, macroeconomics and more…..

Comprehensive Sourcing
Cover press releases, news stories, and financial social media on companies, currencies, commodities, central banks, cryptocurrencies, macroeconomics and ETFs 24/7.

Visual Analytics
Our data is presenting on easy to use interactive dashboards on the web or on your phone, get alerts when data changes, and drill into details. Alpha is at your fingertips.

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By | 2018-10-23T11:51:27+00:00 October 23rd, 2018|case studies, Uncategorized, Use case|Comments Off on Using Corporate Events To Forecast Financial Outcomes