Alternative Data Newsletter #160 – March 20th, 2020

Key Highlights

  • COVID-19 Conference: we are hosting the world’s first COVID-19 conference focused on alternative data – Where are we? Where are we going? The Data & The Industry Experts Debate. Full agenda and registration: https://eaglealpha.com/covid19-march-2020/
    • Morning session is complimentary for all attendees.
    • Access to the panels (data and industry experts) is $299 for non-clients.
    • Content after 13:30 and session recordings are exclusively for Eagle Alpha clients only.
  • APAC Conference: our Australia Alternative Data Conference is now virtual and extended to include all of the APAC region! Complimentary to buyside, private equity and corporates. Full agenda and registration: https://eaglealpha.com/sydney-conference/
  • Alpha Capture: please note the latest Alpha Capture sheet is now live and the majority of ideas have a significant focus on the impact of COVID-19 on companies, sectors and the economy. Our clients can access the sheet via this link. Examples of ideas as follows:
    • Business Insights (Aviation Data): The impact to airlines is now being passed onto the aircraft manufacturers (Boeing/Airbus) as aircraft storage numbers rise. Bookings and schedules continue to fall impacting airlines globally.
    • Consumer Transaction: A number of ideas highlighting declining spend across ride-hailing companies and airlines.
    • App & Web Traffic Data: What companies are gaining/losing from increasing/decreasing usage. The general theme is that food & grocery delivery, business, education, video games and news apps are gaining most.
    • Geo-location/Satellite: Panic buying has definitely set in with some retailers benefiting in the short-term (Walmart/Costco). This type of data has also given insight into who is increasing production -> 3M, Johnson & Johnson and Regeneron.
    • Employment Data: Who’s hiring (Amazon) and firing (Airlines, Hotels, Cruises) and what does the outlook look like for the wider economy.
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Quality Testing

Eagle Alpha’s Data Science team recently published a Jupyter notebook-based Data Quality report on a dataset that tracks human capital and employment information across 1000s of public and private companies.  Clients of Eagle Alpha’s Data Sourcing offering can access the report here.

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 an in-depth view of the workforces of companies around the world.  The vendor’s new dataset assesses companies’ vulnerability due to COVID-19 pandemic. The proprietary technology of tracking workforces on companies is used to determine which companies are at high/low risk. Our Data Sourcing clients can view the full profile here.

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Dashboards

The Revelio Labs dashboard on Eagle Edge facilitates the analysis of hiring and attrition trends for public companies. We use the dashboard to examine the impact of high-profile layoff announcements in 2018 and 2019 for Tesla (TSLA). We show that despite slower total hiring the company continued to hire important engineering roles throughout the period, helping them hit production and delivery targets in 2019.

Case Study

RS Metrics used satellite imagery data to show a slowdown in copper production in the month of February compared to end of 2019. The decline from January levels, which accounted for the Chinese New Year was also evident.

Legal & Compliance

Yesterday we hosted a legal webinar on the topic of ompliance around COVID-19 and using alternative data. The main idea discussed was to not compromise on core principals (data provenance and PII) while still being flexible on DDQ and some other less pressing areas such as indemnities, auto-renewals and pricing.

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Alpha Workshops

  • March 26th: Workshop on the Energy sector.
  • April 23rd: Workshop on IoT Data.
Eagle Alpha’s Alternative Data Conferences:

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