Alternative Data

Dilip Buildcon media sentiment strongest among its peers in Feb’18

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Highway developer Dilip Buildcon received extremely positive media coverage during the past 1-month. Buoyant media coverage lifted Dilip Buildcon’s news sentiment (50-day moving average DMA) to the highest level in the past 1-year on Feb. 23, 2018.

We highlight media coverage trends for Dilip Buildcon below:

#1. At 43, Dilip Buildcon’s news sentiment 50-DMA was the highest among its peers. On the other hand, news sentiment 50-DMA for Sadbhav Infrastructure Project was the lowest among highway developers.

Dilip Buildcon - Sentiment Peers
[Image 1: Sentiment Score (50-DMA) Peer Comparison]
#2. Contracts related news flow dominated media coverage for Dilip Buildcon in the past 1-month.
Dilip Buildcon - Categories
[Image 2: Top News Categories]

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Tesla Model S outsells German rivals in Europe for first time in 4 years

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2017 was the first year when Tesla’s Model S outsold its German rivals in the luxury sedan segment in Europe. Model S was launched in Europe in 2013, the same year as Mercedes S-Class and has been the main rival of S-class till 2016 before outpacing it in 2017 (Image 1).

Globally, Model S remains Tesla’s best-selling model and constituted more than half (53%) of the global deliveries in FY17.

Tesla - German peers - Annual Sales[Image 1: Luxury sedan annual retail sales in Europe for top 4 players]

Model S retail sales grew at a staggering 38.6% in 2017. On the other hand, BMW 7-Series and Mercedes S-Class recorded a drop of 13.4% and 1.4% respectively in 2017. Meanwhile, Audi A-8 reported a modest growth of 9.6% in 2017. Read the rest of this entry »

Strong chronic segment sales power growth in Indian pharma market

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The Indian pharma market has grown at an 8% compounded annual growth rate (CAGR) during the calendar year 2013-2017, helped by impressive growth in chronic segment sales. The pharma sales stood at USD 17.87 billion for the moving annual total (MAT) ended December 2017, up from USD 13.35 billion in CY13 (Image 1). On a year-on-year basis, the pharma market witnessed an 8.83% increase in sales for twelve months ended December 2017.

[Image 1: The Indian pharma market sales – moving annual total]

The chronic segment (a disease that persists over a long period of time such as diabetes, high blood pressure, Alzheimer etc.), which accounts for 32% of total Indian pharma market, staged a stellar performance during the CY13-17 period. Changes in lifestyle and food habits coupled with higher disposable income fueled growth in chronic diseases in recent years. Read the rest of this entry »

Extremely bullish news sentiment supports oil price rise: FiND

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Crude oil price has demonstrated a strong rally over the past 5-months. On Thursday, crude oil WTI futures jumped above USD 66 per barrel for the first time in more than three years. The rally in crude oil prices was supported by OPEC’s extension of production cut, strong demand and continuous drop in the US stockpiles of crude oil.

FiND, an alternative data platform developed by Heckyl showed the demand for crude oil has been outstripping supply consistently since February last year (Image 1).

Oil Demand Supply
[Image 1: Crude Oil Supply-Demand Balance]

At the same time, the US crude oil inventories have been witnessing downtrend for the past 10-months (Image 2).

US Oil Inventory
[Image 2: US Crude Oil Inventory] Read the rest of this entry »

Oil prices can play spoilsport to airline stocks rally

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2017 was a fantastic year for airline stocks as relatively lower oil prices, higher demand and improved operational performance brightened the outlook for the sector. However, after a solid performance last year, the global airline industry is bracing for an oil shock in 2018. The recent run-up in oil prices, if sustained, may exert a significant drag on airlines profitability in this year.

Stock returns
[Image 1: Watchlist highlights stock returns for leading airlines as on Jan. 24, 2018
(*For US-based companies, returns as on Jan. 23, 2018)]

In 2017, jet fuel prices averaged at USD 1.5 per gallon for the first 3-quarters. A spike in crude oil moved jet fuel average price to USD 1.74 per gallon in Q4’17 from USD 1.59 per gallon in Q3’17. The impact of 9.4% sequential rise in jet fuel prices in Q4 was clearly visible in recently announced quarterly numbers of leading airlines.

For instance, Delta Air Lines witnessed an 8% y-o-y drop in net income in Q4’17 owning to 21% rise in fuel cost. At the same time, CASM (cost per available seat mile) – Fuel for Delta rose significantly by 38.67% sequentially to USD 0.03 in Q4’17.

Delta - CASM Fuel
[Image 2: Compare screen highlights trend for Delta Air Lines’ CASM – Fuel and Jet Fuel] Read the rest of this entry »

Passenger load factor for these 4 airlines consistently stay above 2016 levels

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Passenger load factor is one of the key operating metrics for airlines. It measures how much of an airline’s passenger carrying capacity is used. Aviation is a capital-intensive sector and it is important for airlines to maintain higher load factor as it can lead to improvement in profitability.

FiND, an alternative data platform identified 12 airlines witnessing consistent improvement in monthly passenger load factor in 2017 when compared with 2016. We have highlighted passenger load factor trend for 4 such airlines below:

Deutsche Lufthansa

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Electric Vehicles: Arriving faster than anticipated

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Come winter and the noise about air pollution increases multi-fold in the news and social media coverage. And so increases the calls for curbing pollution from vehicular emissions. Thankfully, we are closer to increase in the proportion of alternate energy vehicles in our fleet now than we were a couple of years back. In this study, we have highlighted how countries are placed in terms of electric vehicles sales growth and penetration.

China continues to be the engine behind electric vehicle growth in the world, thanks to policy push from the Chinese government. In the first 9 months of 2017, the sale of electric vehicles (pure and hybrid both) increased by 46% (Image 1). China contributed 22% out of the 46% growth followed by Europe (11%), USA (6%) and rest of the world contributing 7%.


Image 1: Growth contribution by countries in EV sales



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