Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Company-level import and export data.

2. Case study: Search trends point to weakness for Coach.

3. Legal & Compliance: PSD2 explained.

4. News articles of the week: LinkedIn gives access to B-to-B insights, decrease in sell-side pessimism.

1. Dataset of the week: Company-level import and export data.

Vendor Overview: This provider aggregates and structures company-level import and export data from 13 countries including the United States and China to provide insights on the global physical movement of goods from international trade. This powerful dataset contains information on over 10 million companies and over 600 million shipment records.

Dataset Overview:

  • History: Since 2009.
  • Geography: Worldwide.
  • Delivery: API or CSV.

Alpha Use Cases:

  • Current information on specific imports and exports provides read into corporate sales.
  • Discover latest trends in trade by product and company.
  • Investigate customers’ and competitors’ trading partners.
  • Analyze trade relationships.
  • Determine market shares by carrier, port, country, or method of shipping.

Our Data Directory has 490 providers. Contact us for more information – enquiries@eaglealpha.com.

2. Case study: Search trends point to weakness for Coach. 

On 23 January 2017, we published a research note on luxury goods highlighting potential weakness for Coach.

The figure 1 below shows that our Search Signal indicator captured the sharp deterioration in Coach aggregate US same store sales (SSS) in 2014 and 2015. However, this trend reversed in late 2015 and 2016 was associated with a marked improvement in the company’s US based SSS.

Coach made a low single digit SSS guidance in the recently reported September 2016 quarter and that is when our indicator had begun to weaken. In December 2016, the one-month index crossed the three-month index pulling it downwards. Therefore, it could be hard for the company to achieve management goals of low single digit growth and future quarter expectations may be lowered.

Contact us to learn about our “Search Signals” offering – enquiries@eaglealpha.com.

3. Legal & Compliance: PSD2 explained.

PSD2 – Revised Payment Services Directive – is soon to cause a disruption to Europe’s financial system as it will enable consumers and businesses to use TPPs (third-party providers) to manage their financial operations. In other words, Google or Facebook could be used for paying bills and making transfers with money placed in the same bank account you have now. Therefore, banks will be obligated to employ open APIs for TPPs to easily access customers’ accounts (figure below).

Source: Evry – ‘Strategic Opportunities Beyond Compliance’

Vocalink, a payment systems company headquartered in the UK, has the following view: “The time to act is fast approaching. Rather than beginning to build technology to a standard that may change, banks and TPPs may wish to consider partnering – or at least thinking about their relationship strategy.”

Overall, PSD2 will result in an increase in availability of European consumer transaction data.

4. News articles of the week: LinkedIn gives access to B-to-B insights, decrease in sell-side pessimism.

LinkedIn Gives Access to B-to-B Insights Through Datasift Deal.

Academic Research Shows Estimize Responsible for 63% Decrease in Sell-Side Pessimism.

Until next week,

Eagle Alpha.

www.eaglealpha.com