Alternative Data

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%.

 

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Image 1: Growth contribution by countries in EV sales

 

 

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Sanofi’s 16% of sales is at risk

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French drug-maker Sanofi faces risk to its 16% of revenues after its top-selling drug Lantus came under threat from the generic manufacturers. The fear of losing revenue from Lantus has forced Sanofi to defend its intellectual property rights. Recent news flow showed that the maker of Lantus drug filed several patent infringement suits against the generic manufacturers.

Lantus, an “Insulin glargine” (a long-acting basal insulin analogue), accounted for 16.4% of Sanofi’s net sales in 2016. Lantus consists of microcrystals, which slowly releases insulin over a period of 24 hours with a peak-less profile. This drug helps in controlling the blood sugar of diabetic people.

Lantus is one of the major drugs in the anti-diabetic segment. In 2015, Lantus accounted for ~17% of the global sales for anti-diabetic products.

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Heckyl Sentiment Index for Nifty in bullish territory

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Heckyl Sentiment Index for Nifty regained strength and moved back into bullish territory, indicating the recent rally in the 50-share index may continue in the near term. The Modi government’s Rs 9-trillion plan to boost economy fueled optimism in the market and has sent the broad based Nifty to a record high level during the past week.

Heckyl has developed a Sentiment Index to track the sentiment around the market based on news development. This index analyses the potential impact of the sentiment on the value of Nifty index. This is done through an analysis of the news flow on the Nifty companies in real-time.

Our back-testing has indicated a strong positive correlation (0.80+), implying that the Heckyl Sentiment Index is an alternative proxy for the 50-share index.

Sentiment Index for Nifty regained strength  (Image 1) after the Modi government decided infuse Rs 2.1-trillion as capital in the ailing public sector banks. Moreover, the government’s plan to spend whopping Rs 7-trillion on the road projects also lifted the sentiments.

During the last week, the Nifty moved up 1.70 percent, while the 30-share Sensex surged 2.40 percent.

Nifty Sentiment Index
[Image 1: Heckyl Sentiment Index versus NSE Nifty Index]

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Were you able to spot downtrend in the UK passenger vehicle sales?

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The UK new passenger vehicle sales data has shown a decline in recent months. Conversely, European new passenger vehicle sales continue its upward trajectory. The downward trend in UK sales is the first in five years.

The UK passenger vehicle sales’ 12-month moving sum for June 2017 and July 2017 fell below the previous year’s same period unit sales level for the first time in the last 5-years.

UK Passenger Vehicle Sales
UK_July 17_12 month moving sales

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News sentiment turns mildly bearish for Nifty: Heckyl

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Heckyl Sentiment index, which reflects a broad reading of collective sentiment for the Nifty companies, has turned mildly bearish for the 50-share index ending 2-month long bullish phase. Media sentiment for the broad-based index was in the bullish territory since the start of earnings season in April this year. The recent rate hike by the US Federal Reserve and selloff in technology shares weighed on the sentiment.

Nifty Index Updated
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