Alternative Data Newsletter #114 – April 18th, 2019

Alternative Data Weekly (#114)

Important Developments

  • Dale Richards Joins Eagle Alpha’s Board: former Quandl board member, Dale Richards, joins Eagle Alpha’s Board. He brings decades of data experience to our team and will work with us on our product roadmap, business development and strategy.
  • Fundamental Topics This Week: Eagle Alpha’s analysts have been analysing demand momentum at Pandora A/S given the continued weakness in the stock and are monitoring consumer sentiment towards Samsung’s handsets given negative press coverage of the Samsung Fold. Contact enquiries@eaglealpha.com to learn more.
  • New Solutions for Private Equity Teams: Eagle Alpha is pleased to announce new solutions for private equity firms. We published a white paper to introduce alternative data, outline the rationale for private equity funds to work with alternative data, give examples of insights that can be obtained, provide case studies, discuss the challenges encountered and outline Eagle Alpha’s solutions for private equity funds. Contact us to learn more – enquiries@eaglealpha.com.

Proprietary Datasets

  • The Consumer Electronics Dataset: we have published a case study showing how Eagle Alpha’s analysts used our proprietary Consumer Electronics dataset to gain insights into companies such Hewlett-Packard, Fitbit and GoPro in 2018. Please reach out for a copy of the case study or to learn more about Eagle Alpha’s proprietary datasets. 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.

What Datasets Are Getting Traction?

  • Quant: this vendor provides listings of jobs from corporate websites. The dataset is updated daily and has 4 million job listings and descriptions. The vendor also provides one of the most accurate estimates for US Non-Farm Payroll figures and provides other macro employment data. Our Data Sourcing clients can view the full profile here.
  • Discretionary: this vendor provides novel data on China’s real estate market. A lot of unstructured text data is available on China’s non-performing loans on websites that host auctions covering land, assets and frauds. Our Data Sourcing clients can view the full profile here.
  • New dataset: this vendor provides environmental, product quality and safety supervision punishments issues to A share/H share companies by regulators. Our Data Sourcing clients can view the full profile here.

Data Science Lab

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