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Oil & gas companies Q4 news flow most positive in past 8-quarters

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Total SA leads positive news coverage among top 10 oil & gas companies in 2017

Global oil & gas companies witnessed a significant improvement in underlying news sentiment for December 2017 quarter. Crude oil prices are at its highest level in past 8-quarters (Image 1), which has led to improvement in prospects of earnings, production and growth-oriented activities for the oil & gas companies. As a result, news coverage on top 100 global oil & gas companies during Q4 was most positive in the past 8-quarters.

OIL PRICE TREND
[Image 1: Crude Oil Price Trend]

FiND, an alternative data platform developed by Heckyl has accurately captured movement in news sentiment for the oil & gas sector. For the past 8-quarters, our positive to negative news ratio for top 100 oil & gas companies showed near perfect positive correlation (0.95) with Dow Jones Global Oil & Gas index (Image 2).

Dow Jones Global Oil & Gas - Positive to Negative News Ratio
[Image 2: Dow Jones Global Oil & Gas v/s Heckyl Positive to Negative News Ratio]

 (The ratio value higher than 1 indicates mostly positive news sentiment. On the other hand, the ratio value lower than 1 signals broadly negative news sentiment.) Read the rest of this entry »

GSK attracts negative rating news coverage as analysts turn bearish on stock

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Analysts’ bearish stance on GSK weighs on stock price heavily

Media coverage for GlaxoSmithKline Plc, one of the world’s largest drug makers was dominated by Stock Rating related news items in the past 90-days. FiND, an alternative data platform showed the underlying news sentiment for analyst rating coverage on GSK was mostly negative during this period (Image 1).

FiND offers high-end Media analytics by tracking mainstream news and social media in real-time and analyzing movement in underlying sentiment around it for all listed and unlisted companies across the globe.

GSK RATINGS COVERAGE - Part 1
Image 1: GSK – Top Topics and Ratings News Sentiment

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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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Auto sales growth returning in Brazil and Russia… green shoots of recovery?

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2017 is turning out to be a year of growth for passenger vehicle (PV) markets in Brazil and Russia, marking a shift in direction for the first time in last 5-years. Brazil and Russia, two commodity-driven economies witnessed a strong pick up in PV sales volume over the past 6-months.

The uptrend in commodity cycle helped Russia and Brazil to bounce back from recession in 2017. With the revival in economic activities, PV manufactures in these two countries logged double-digit growth in monthly sales volume (Image 1).

Russia - Brazil Monthly Sales Growth

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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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Drug patent expirations: $200 bn in sales up for grabs in the next 5-years

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Patents on drugs worth over USD 200 billion are going to expire in the next 5-years, according to a study conducted by Heckyl. More than 330 drugs will lose patents issued by the US Patent and Trademark Office during CY2018-2022. These drugs constitute ~38.5% of the total number of patented drugs in the US.

A slew of impending patent expirations in the US offers a huge opportunity for generic drug manufacturers. The key beneficiaries of upcoming patent expiries are Mylan, Teva, Celgene, Wockhardt, Dr Reddy’s, Cipla, Lupin, Aurobindo, Natco and Cadila.

 

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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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