Alternative Data Newsletter #153 – January 31st, 2020

Key Highlights

  • Eagle Alpha Released 20 Data Quality Reports: we are delighted to announce that we now have 20 Eagle Eye data quality available on our Data Sourcing platform. Clients can now view detailed reports on the quality of 20 alternative datasets with a consumer transaction dataset being the latest addition. Please click on this link.
  • Trade Ideas Received in January 2020: 
    • What sectors are impacted by the China coronavirus?
    • Which game came out on top – Call of Duty: Modern Warfare or Star Wars: Jedi Fallen Order?
    • Which network is winning the 5G race?
    • What are the expectation for earnings for Snapchat, Starbucks, Dunkin’ Brands, Peleton, Delta Airlines, American Airlines and many more?
    • How can I get insight into January non-farm payrolls?
    • What companies are cutting the most staff? What companies are cutting pensions plans?
    • How much is Lululemon discounting?
    • Which retailer fared better during Christmas holiday sales?
    • Which streaming provider is doing best?During the month of January we received trade ideas from alternative data vendors answering all of the above themes and topics. All of these trade ideas are available to Eagle Alpha Data Sourcing clients on the platform. If you would like a demo please email alphacapture@eaglealpha.com’
  • Research Analyst Thoughts: Eagle Alpha published a report on January 28th highlighting an acceleration of consumer choice to shop on Amazon for clothing over the holiday period. The Prosper data noted an acceleration in consumer choice in all demographics, with a particularly sharp increase in the 35-54 age group. Some evidence of this shift was observed when Amazon reported better than expected sales for the December quarter. The accelerated shift to Amazon has implications across retailers with the report highlighting negative implications for Target and Kohls.
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Quality Screening

The chart shows our analysis of a dataset the measures employee sentiments. One of the insights uncovered was that IT professionals are much more confident about their jobs vs professionals working in other industries.

Prioritization

With Alpha Capture, data vendors submit trade ideas or forward-looking use cases based on interesting insights from their datasets, which gives fund managers the first-ever opportunity to value alternative datasets and ascertain, at scale, the real potential for alpha. Email enquiries@eaglealpha.com to learn more.

Discovery

This vendor provides retail market sales data in China. Data is sourced from supermarket POS scanners, covers 28 major provinces in China, 41 major companies in the Food & Beverage industry. Our Data Sourcing clients can view the full profile here.

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Dashboards

The chart shows a consumer insight dashboard for women shoppers aged 35-54. The data shows an acceleration in the Amazon effect over recent months and over the holiday period.

Case Study

Analysis of Apple’s recently reported quarter proves the predictive power of alternative data, as highlighted in recent Eagle Alpha reports. We had highlighted the positive trends in the Sales Signal indicator for Apple, based on online search data. Eagle Alpha analysis of social media and online search data at the time of iPhone 11 launch highlighted strong demand for the iPhone 11 over the Max and Pro. We were also cautious on Apple services in general and also Apple TV+, which turned out to be the case in the December quarter. Reach out to learn more.

Legal & Compliance

The new privacy law in California is effective, but very few companies are ready for it and the state of California itself is still finalizing CCPA regulations. Companies are expected to pay around 55 billion USD to be on the right side of the law and over 200 companies are already pitching their products and services. Some of them are presented below:

• TerraTrue helps businesses keep track of sensitive user data via its privacy platform.

• DataFleets proposes a machine-learning solution that helps limit the leaking of private information.

• Segment.io is helping companies navigate the new data laws.

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Alpha Workshops

  • February 27th: Workshop on Satellite Imagery Data.
  • March 26th: Workshop on IoT Data.

Upcoming Events

Eagle Alpha’s Alternative Data Conferences: