Alternative Data Newsletter #165 – April 23rd, 2020

  • COVID-19 Dashboard Launch: one of our partner vendors is launching a COVID-19 dashboard solution for the finance vertical this week. The solution includes dashboards for major economies, 15 sectors and also companies. It is the most comprehensive COVID-19 solution we have seen. The launch webinar for the finance vertical is Friday this week at 09.00-10.00 EST. If you and/or colleagues would like to attend please send their emails to inquiries@eaglealpha.com and we will arrange registration.
  • Global Hotel Sector Under Pressure: hotel room availability and room rates at 4&5 star hotels remain depressed globally. Room availability and room rates remain depressed in Greater China where the impact of COVID19 is supposed to have dissipated. We published a report this week on the impact of COVID-19 and how it is being felt more acutely in other APAC countries in recent weeks. You can access the full report via this link.
  • Consumer Search Data Rebounds Across Retail Segments: Google Trends data is showing a rebound for retail categories at the sector level. Some sectors, such as hardline retail and specialty retail, are rebounding more strongly than others. Within these sectors, companies such as HD/LOW and LULU/AEO are showing stronger consumer search interest than RH or DBI. You can access the full report via this link.
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Quality Testing

Thomas Combes, Director of Data Science at Eagle Alpha, discussed a data quality report on an IoT data vendor. Thomas showed how the data is useful to track auto manufacturers across 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. Some of the ideas were discussed at our COVID-19 conference last week. Clients of our Data Strategy offering can access the recording of this session via this link

Discovery

This vendor provides data from thousands of job boards in the UK, updated daily, with 800k – 1 million new postings added each month. These are deduplicated to identify unique postings, and with their full offering users can use keywords to search by job title, occupation (4-digit SOC), employer, location, and soft and hard skills requested. Our Data Sourcing clients can view the full profile here.

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Dashboards

Eagle Alpha’s weekly COVID-19 dashboard using Google search data has turned sharply higher in the week ending Sunday, April 5th. All sectors have turned higher except for Discounters.

Report

Hotel room availability and room rates at 4&5 star hotels remain depressed globally. Room availability and room rates remain depressed in Greater China where the impact of COVID19 is supposed to have dissipated. The impact of COVID-19 is being felt more acutely in other APAC countries in recent weeks. Unsurprisingly, Europe and the USA are showing depressed indicators of demand. As an early read on the fundamental health of luxury hotels, and the broader luxury sector, the indicators are still in decline. China is showing some stability but is not recovering. Contact us at inquiries@eaglealpha.com to find out more.

Legal & Compliance

Our upcoming legal webinar in collaboration with Lowenstein Sandler will be held on April 30th on the topic of compliance considerations in Latin America. Email us to find out more – inquiries@eaglealpha.com

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Alpha Workshops

  • May 14th: Workshop on traditional datasets.
  • June 25th: Workshop on web crawled data.

Legal Webinar

  • April 30th: Compliance Considerations in Latin America.

Upcoming Events

Eagle Alpha’s Alternative Data Conferences: