IndiGo most affected airline by disruption in flight services: FiND media study

Posted on Updated on

An analysis of media coverage on the leading air carriers in India has shown that Interglobe Aviation was the most affected airline by the disruption in flight services during the past 5-months.

Interglobe Aviation, the operator of IndiGo Airlines has dominated disruption related news flow among major Indian airlines in the past 5-months. It was followed by Air India and Jet Airways. On the other hand, SpiceJet attracted fewer news items related to disruption.

Airlines Compare
[Image 1: Compare news volume by sentiment and/ or category]

Technical issues, engine failure (A320 Neo planes), and flight delays & cancellations have disrupted operations of IndiGo Airlines during the past 5-months. Read the rest of this entry »

FiND Sentiment-based Strategy beats STI companies’ 1-year stock returns

Posted on Updated on

Heckyl has developed FiND sentiment moving average (MA) strategy for measuring the potential impact of the positive/ negative news flow on the value of equities in real-time. The sentiment MA strategy indicates bullish/bearish signals based on the crossover of fast and slow moving averages of the company’s daily sentiment score.

We back-tested our sentiment MA strategy on 27 companies (excl. banks) from Straits Times index (STI). Our back-testing has proved the potential of sentiment MA strategy to beat STI companies’ stock price performance.

If an investor/a trader was to buy/sell STI stocks as per the bullish/bearish signal and hold the position for the period till the signal reverses, then an equal investment in 27 STI stocks could have yielded 6.3% return over the past 1-year (as against 0.3% price return).

STI Returns
[Image 1: Investment performance based on sentiment signal and stock performance]

Read the rest of this entry »

These 3 drugmakers’ news sentiment consistently remains below industry average

Posted on Updated on

FiND study showed that the news sentiment for 3 drug-makers from top 25 pharma companies consistently remained below the industry average for the past 12-months. FDC, Sun Pharma Advanced Research and Caplin Point Laboratories were 3 companies whose short-term, medium-term and long-term news sentiment consistently stayed below the industry average for the past 12-months.

In our view, below industry average news sentiment for a prolonged period of time does not augur well for the company. Corporate communications team can step up media engagement at the appropriate time by picking up early signals for deteriorating news coverage.

Drugmakers Sentiment Consol chart - Short
[Image 1: Short-term news sentiment (50-DMA)] Read the rest of this entry »

Maruti Suzuki tops product launch news share of voice helped by Brezza, Ertiga

Posted on Updated on

Maruti Suzuki topped the share of voice for product launch news coverage among the leading automakers in the past 30-days. At the same time, India’s largest passenger car manufacturer has also led the share of voice for web news coverage during the same period.
Share of Voice
[Image 1: Web News Share of Voice]

The media frenzy around new car launches helped Maruti to lead the share of voice for the product launch news. Brezza and Ertiga dominated the product launch related news flow for Maruti in the past 30-days.
News Mentions for Car Models
[Image 2: News Mentions for Maruti’s Car Models] Read the rest of this entry »

IPCA Laboratories losing market share in anti-malarial products

Posted on Updated on

Indian pharma market for anti-malarial products has shown declining trend over the last five years. Ipca, a leading player in anti-malarial products in India has also seen a downtrend in sales of these drugs. However, the trend in de-growth has been sharper in the industry when compared with a decline in IPCA’s revenue from anti-malaria products.

IPCA MAT Malaria USD - Small Size
[Image 1: Compare screen shows anti-malarial products sales for the industry and IPCA]

IPCA MAT Malaria - small size
[Image 2: Compare screen shows index for anti-malarial products sales for the industry and IPCA]

IPCA derives over 16% of revenues from anti-malaria products (Image 3). The company has maintained its position as a market leader in the domestic market for anti-malarial products with the share of ~50%. However, in recent months, IPCA’s market share has started dwindling marginally (Image 4).

Anti-malarial products account for 0.44% of the Indian pharma market while the average market share of the companies in this segment is pegged at 0.67%, which is fairly constant.

Ipca segment Market Share
[Image 3: Therapeutic revenue contribution for IPCA]

Ipca Market Share[Image 4: Therapeutic market share for IPCA]

FiND collects, organizes and performs deep-dive analytics on structured and unstructured data sets to provide unique insights into companies, industries, and countries. Some of the key data sets that we offer for Pharmaceutical sector are litigation, new drug opportunity, detailed drug profile and clinical trial data from multiple locations.

To know more about FiND, email us at find@heckyl.com