Alternative Data Newsletter #161 – March 27th, 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.
  • Speaker Announcement: we are very pleased to announce Dr. , Max L. Heine Professor of Finance Emeritus at New York University, as a guest speaker on the panel discussion “Default Doom”, part of the lineup for next weeks COVID-19 Data Conference. Dr. Altman has an international reputation as an expert on corporate bankruptcy, high yield bonds, distressed debt and credit risk analysis. He is the creator of the world-famous Altman Z-Score models for bankruptcy prediction of firms globally. He will be joining credit data experts on one of the 7 panels.
  • 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/
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Quality Testing

The chart shows that seasonal trends in transactions can differ significantly among card types. Our quality report on consumer transaction data highlighted the winter holiday season peak in gift card transactions, while many of the general purpose card types show more of a peak in February and March, during tax refund season in the US.

Prioritization

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. 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.

Discovery

This vendor launched a COVID-19 tracker that benchmarks industry performance hoping to not only identify signals for businesses to leverage today but to also help them think strategically for the future. The objective of this tracker is to offer a daily assessment of the reverberations on consumer and business behavior amid the growing coronavirus outbreak. Our Data Sourcing clients can view the full profile here.

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Dashboards

COVID-19 Dashboard – Eagle Alpha will launch the COVID-19 dashboards at our conference on Tuesday next week. Incorporating a broad array of alternative datasets, these dashboards will enable users track how the consumer, businesses and the broader economy are being impacted by COVID-19 in near real-time.

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

At our latest legal webinar, Lowenstein Sandler discussed not to 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. Our Data Strategy clients can watch the recording via this link.

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Alpha Workshops

  • April 23rd: Workshop on IoT Data.
  • May 14th: Workshop on traditional datasets.

Events

Eagle Alpha’s Alternative Data Conferences:

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