Heckyl FIND

Tesla dominates media coverage among major automakers in 2017

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Product launch, alternative energy top news topics for global automakers 

Surge in news volume highlighting alternative energy signals the automotive industry is moving towards electric vehicles at top speed

Tesla Inc. topped the media coverage among 20 major global automakers in 2017 followed by Volkswagen, Ford Motor, and Toyota (Image 1). Tesla generated a lot of media frenzy around its market launch of Model 3 and unveiling of Roadster and Tesla Semi during this year.
Top 20 - Share of Voice
[Image 1]

FiND, an alternative data platform showed a surge in news flow highlighting alternative energy for all major automakers globally (Image 2). Automotive product launches generate lots of media coverage and thus it topping the list is understandable.
Category Wise News Flow
[Image 2]
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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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Delta Q3 passenger traffic rises 3%, load factor improves 150 bps despite Hurricane Irma

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Delta Air Lines rallied on Tuesday after the company issued better-than-expected guidance for the third quarter passenger unit revenue. Despite fall in passenger traffic in September 2017, Delta management expects passenger unit revenue to increase by 2% for the quarter ended September 2017.

In September, operations of few US-based airlines including Delta were affected by the Hurricane Irma. Bad weather conditions forced Delta to cancel 22,000 flights in the last month. As a result, the carrier reported a drop of 2.3% (on a year-on-year basis) in the number of passengers carried during September.

Passenger Traffic_Monthly

Heckyl’s alternative data platform FiND did not show any major impact of Hurricane Irma on Delta’s operational performance for the quarter ended September 2017. Our analysis showed a growth of 3% (on a y-o-y basis) in the number of passengers carried by Delta during the quarter ended September 2017.

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Mexico earthquake: Are you well prepared to hedge/ gain from disruptions in supply?

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The 7.1 magnitude earthquake that hit Mexico on September 19 has left auto OEMs, suppliers and dealers worried on possible production and sales losses, if any. Fortunately, Central Mexico, the worst affected area, has fewer manufacturing plants compared to other parts of the country. 

But as a participant in the auto supply chain, are you well prepared to hedge or possibly gain out of the situations like these?

FiND, a brand new Alternative Data platform, can not only alert you about the OEMs and plants which are worse impacted by the supply disruptions but also can provide information about the models and parts produced in these plants.

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How Maruti Suzuki generated industry beating margins with volume cars?

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Journey from stagnant unit sales and average profit margins
Maruti Suzuki recorded stagnant unit sales during FY13 (up 3.3% y-o-y) and FY14 (down 1.4% y-o-y). EBITDA margin stood in the range of 8% to 11% during FY13 and FY14.

… to industry beating growth rates
India’s top car manufacturer witnessed a substantial improvement in both unit sales growth and margins during the past 3-years. Annual unit sales growth was in the range of 9-12% during FY15 to FY17. At the same time, EBITDA margin has also improved from 10.9% in FY14 to 15.2% in FY17.

Maruti Suzuki’s progress over the past 10-quarters

Maruti_Progress on Timeline with Find logo Read the rest of this entry »

Get the power of Heckyl News Analytics for profitable trade

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sentiment-analyticsTo succeed in today’s stock market, one must have access to new information that can move the markets higher or lower. At the same time, getting such price sensitive information in time is also important to stay ahead of others. In the last 10-years, we have seen massive explosion in the amount of information that is available on the internet. However, the huge amount of information is making it increasingly difficult for traders and investors to find price sensitive news in time.

In this scenario, if you have a system to swiftly mine the big data and filter noise from information, then you can find and exploit opportunities. Previously, such intelligent systems were mainly available to large institutions and big investors. Read the rest of this entry »

How to predict movements in stocks using Heckyl tools

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Heckyl’s FIND Futures & Options platform allows users to visualize price movements, OI, Volume & Rollover % sector-wise. This provides users a complete Stock Pixelspicture of the sector performance in one view. E.g. Sectors that are driving the market, sectors that might cause a reversal, lack of traders commitment in sectors (using OI) etc.

In this post, we will see how we can use Heckyl tools to predict individual stock movements through a basic top down approach. Read the rest of this entry »