1. Dataset of the week: China autos data.

2. Data Insights report of the week: Online data points to improving Q2 trends for Fitbit.

3. Events: How to build and integrate teams – NYC 25th July, Legal considerations regarding alt data – London 26th July.

4. Dataset access: UK consumer transaction dataset is doing meetings in London next week.

5. Did you know? Setting up an automated crawl that pulls in information on a regular basis is quite challenging due to several factors, e.g. the ever-evolving formats of online marketplaces.

6. Articles of the week: 1) The role of data in gaining valuable financial insights; 2) Can small quant shops compete with the big dogs? 3) Putting biases to work can be a strategy for better investment decision-making.

7. Update on Eagle Alpha’s offering.

1. Dataset of the week: China autos data.

Vendor Overview: With the largest market share in the autos segment in China, this provider’s key data products take 60% market share, which reaches 80% market share in JV automakers. Among the 40+ manufacturers served by this vendor, 70% are using more than 3 of their data products. A unique panel consisting of over 1,300 contributing co-operating Chinese dealerships has been assembled.

Dataset Description:

  • Transaction Price: Average transaction price of automobiles at a model, sub-model & version level (dealership sourced). National/ city level breakdown.
  • Rebate: Manufacturer promotion data, includes a breakdown of all promotional activity by OEM’s (dealership sourced).
  • Showroom Indicators: (1) Inventory Indicator, (2) Order Indicator, (3) Customer Intention Indicator.
  • Volume: CPCA volume data, adjusted using dealership data to provide sales volume mix at a version level. (Imported Models NOT Included).

Dataset Overview:

  • History: Since 2012.
  • Geography: China.
  • Delivery: API or CSV.

The rest of this dataset profile is available to clients of our Data Sourcing package.

Our database has 484 providers. Contact us for more information – enquiries@eaglealpha.com


2. Data Insights report of the week: Online data points to improving Q2 trends for Fitbit.

On July 4th 2017, we published a Data Insights report titled ‘Fitbit: Online Data Suggests Improving Trends in Q2’ based on the analysis of online retail data from the US.

We highlighted the following potential implications: “Our data suggests US sell-through trends for Fitbit products in Q2 was similar to Q1. Given the cleaner inventory entering Q2, stable sell-through trends should result in stronger reported revenue trends in Q2 than Q1. This contrasts with consensus estimates of a Q2 revenue decline of 42%, similar to the 41% decline reported in Q1.”

The full report is available to the clients of our Data Insights package.

3. Events

  • July 25th, New York – Discussion of recruitment trends in relation to alternative data. Contact us if you wish to attend.
  • July 26th, London – Discussion of legal and compliance considerations e.g. privacy policy, PII, web crawling, exclusivity etc. Contact us if you wish to attend.
  • Live Debate – Open Banking & PSD2: Forget the Fluff, What Do the Experts Think? Register here.


4. Dataset Access

  • Pilot fishing: we are currently obtaining feedback from clients on a potential ticker level dataset based on credit and debit card data. Only clients are invited to pilot fishing meetings.
  • Roadshows: UK consumer transaction dataset is doing meetings in London next week. Contact us to book meetings.
  • Events: in September we will host data showcase events in NYC and London regarding geolocation datasets.

5. Did you know?

Setting up an automated crawl that pulls in information on a regular basis is quite challenging due to several factors including the complexity of some websites, the nuances of programming languages (HTML, JavaScript) and the ever-evolving formats of online marketplaces.

A common practice for some e-commerce sites in the US is to hide prices for certain products. Eagle Alpha account for hidden prices on our crawls and have developed a system to identify and tag hidden prices when our spider encounters them. This prompts the analyst to visit the website and manually obtain the hidden price. Simply tracking and measuring the prevalence of hidden prices for a brand provides an insight into promotional activity for the brand, and has potential implications for product margins.

Our Thought Leadership offering is designed to keep clients at the forefront of best practice regarding how to work with alternati

6. Articles of the week

The role of data in gaining valuable financial insights.

Can small quant shops compete with the big dogs?

Putting biases to work can be a strategy for better investment decision-making.


7. Update on Eagle Alpha’s offering

There are 6 parts to our solution:

1. Teach-ins: clients benefit from a fully customized teach-in that typically takes place over two half days.

2. Bespoke Projects: if you want to outsource a project ask us to prepare a proposal.

3. Thought Leadership: clients asked us to start publishing our war stories (lessons learnt), not just our home runs.

4. Data Insights: our data analysts leverage alternative data to publish reports and indicators regarding US technology and consumer stocks.

5. Analytical Tools: clients use our Web Queries tool to obtain analytics on an investment theme e.g. cord cutting, electronification of cars etc.

6. Data Sourcing: a key pain point is what datasets to prioritize. We advise clients on the most relevant datasets for their needs.

Please forward this newsletter to a colleague.

The Eagle Alpha Team

www.eaglealpha.com