Alternative Data Newsletter #112 – April 5th, 2019

Alternative Data Weekly (#112)

Important Developments

  • Eagle Eye Platform: Eagle Alpha is now offering partner vendors the opportunity to join our early access list for having their datasets quality tested through our Eagle Eye platform. Due to the variety of datasets available, we work with partner vendors to tailor the testing to the specific characteristics of your data, producing in-depth reporting of your dataset’s characteristics of coverage, history, completeness, and trend robustness available to our buyside clients, some of the largest alternative data buyers. Contact us to learn more – enquiries@eaglealpha.com.
  • Tesla Shipments: In Q1 Tesla shipped 63,000 vehicles, which was lower than expectations. Separate to Q1 shipments, Eagle Alpha analysis is showing that the social media response to Tesla product announcements is fading. This may not bode well for future demand and product launches. If you would like to discuss Eagle Alpha solutions and similar analysis please contact enquiries@eaglealpha.com.

Proprietary Datasets

  • Chinese Autos Dataset: Eagle Alpha are in the late stages of releasing a new proprietary Chinese autos dataset. The dataset consists of monthly pricing for approximately one million new car listings since January 2017 across 24 domestic and international brands. The dataset would enable subscribers to track new car pricing, discounting and availability nationally and regionally. Contact us to learn more – enquiries@eaglealpha.com.

Events You Should Attend

  • Eagle Alpha’s Event Calendar:
    • NYC on May 15th. Many thanks to all our sponsors for our upcoming Alternative Data: Access & Alpha Conference in New York on May 15th, especially our lead partner JPMorgan Chase & Co. Buyside firms can avail of one complimentary ticket to the event while there are various options available to data vendors that wish to take part. Register your interest at https://nyc2019.events.eaglealpha.com/.
      • We have opened the 1-on-1 booking platform for funds and that they can now book in meetings with vendors.
    • London in October. Register your interest at events@eaglealpha.com.
    • NYC in December. Register your interest at events@eaglealpha.com.
  • Roadshows:
    • B2B data provider is meeting funds in London on April 16th & 17th.
    • A data aggregator is meeting funds in NYC on April 16th & 17th.

What Datasets Are Getting Traction?

  • Quant: this vendor’s proprietary database covers more than 45 million companies in over 120 different countries. The vendor gathers company data from over 20,000 government sources and combining the company data with algorithmic extraction of web information to build a comprehensive global database of company information. Our Data Sourcing clients can view the full profile here.
  • Discretionary: this vendor provides the dataset that quantifies the textual differences between a given company’s annual or quarterly filings on an “as disclosed” basis. Firms breaking from routine phrasing and content in mandatory disclosures give clues about their future performance which eventually drive stock returns over time. Our Data Sourcing clients can view the full profile here.
  • New dataset: this vendor is an independent research firm specializing in the Chinese Internet and mobile sectors. Since 2009, they have provided market intelligence and research services to institutional investors, ad agencies and multinational companies. Products include TMT surveys of consumers and businesses; mobile apps and games data; in-depth research reports and industry/company updates. Our Data Sourcing clients can view the full profile here.

Inside Track

  • Alpha Focus Sessions: our next alpha focus session is on trade datasets and will be held on April 25th. Contact dataforum@eaglealpha.com to learn more.
  • Dataset Costs/Pricing: a client asked us to launch a think tank comprised of buyside firms to discuss dataset costs. The output will be a white paper. To learn more email dataforum@eaglealpha.com.
  • Standardized DDQ: we published the first draft of the DDQ document. Contact dataforum@eaglealpha.com to learn more.

Notable News in the Alternative Data Space