News Analytics

M&M races ahead of Maruti, Tata Motors with a surge in news sentiment to 5-yr high

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Mahindra & Mahindra (M&M), one of the leading automobile companies in India, witnessed a surge in news sentiment to a 5-year high helped by extremely positive media coverage in March 2018. A slew of new product launches by M&M over the past 1-month lifted news sentiment to the highest level in the past 5-years.

With buoyant media coverage, M&M has surpassed news sentiment of both Maruti Suzuki and Tata Motors in March 2018 for the first time in the last 16-months.

Top Automakers - Sentiment 100 DMA - April 7[Image 1: Compare screen highlights news sentiment 100-DMA]

A series of positive news items highlighting new product launches, alternative energy and partnerships during the past 1-month pushed M&M’s news sentiment 100-day moving average (DMA) to 84.11 on Apr. 7, 2018.  Read the rest of this entry »

News mentions for Chanda Kochhar surge amid Videocon loan controversy

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Chanda Kochhar, managing director and chief executive officer, ICICI Bank, has been in the news lately after a controversy erupted over a conflict of interest in loan approved to the Videocon Group. There were reports in the media that Chanda Kochhar allegedly favored Videocon Group while granting Rs 3,250 crore loan.

News 1News 7News 5

However, ICICI Bank board termed the allegations as “malicious and unfounded” against its MD and CEO and reposed faith and confidence in Chanda Kochhar.

News 4

As the name of Chanda Kochhar cropped up in the Videocon loan controversy, news mentions for ICICI Bank chief surged towards the end of March.

ICICI Bank News - Mentions Read the rest of this entry »

How News based EWS can identify distress corporate borrowers ahead of time

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Corporate default or bankruptcy do not happen overnight. There is a sequence of events such as layoffs, legal/ regulatory issues and management change leading to default or bankruptcy.

In our view, unstructured data sets such as news is an important piece of information that can detect such a sequence of events prior to default. 

Our hypothesis is that deep-dive analytics on news data can capture the pre-default behavior of corporates. At the same time, it can also help banks to identify distress corporate borrowers ahead of time. 

To test our hypothesis, we analyzed news data for 12 US-based oil and gas exploration & production companies which went bankrupt in the past 2-years. 

Key takeways from News EWS study

Here, we present one such case of SandRidge Energy Inc which filed for bankruptcy protection in May 2016.

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SandRidge Sequence of Events

FiND Credit Risk EWS captures company-related red-flags based on a variety of business rules. Our intelligent EWS application can help lenders to get an early warning about the deterioration in corporate borrowers’ financial profile ahead of time.

To know more about FiND Credit Risk EWS, email us at info@heckyl.com

 

 

 

Insight from FiND: Did you MISS the recent opportunity to short Facebook?

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FiND, an alternative data platform, analyses news + data from thousands of sources (including social media) in real time. We have a clear focus on reduction of the information arbitrage by “discovery and analysis” of the news flow in real time. Our proprietary Sentiment Engine analyzes news by applying NLP and various business rules to capture underlying sentiment (positive/ negative/ neutral) accurately.

Earlier this week, the shares of Facebook were beaten down at the Wall Street due to a privacy failure by the social media giant. It’s surfaced that Cambridge Analytica improperly used the data of 50 million Facebook users to manipulate voters in US Presidential Election 2016.

News reports highlighting concerns over privacy of FB users’ data and misuse of social network platform have been making the rounds across mainstream media for months now. The negative media coverage highlighting these concerns gathered momentum during this month. However, the stock corrected sharply only after the media reported the misuse of FB users data by Cambridge Analytica. We highlight some of the news items captured by FiND below:

FB NEWS FLOW
[Image 1: Company News Screen for FB]
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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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NMDC news sentiment jumps to 1-year high on extremely positive media coverage

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News sentiment for the state-run mineral producer NMDC soared to the highest level in the past 12-months as the positive media coverage gained momentum during December 2017. At 51, Heckyl sentiment score 50-day moving average (DMA) was at the highest in the past 1-year on Jan. 2, 2018.

At the same time, positive press coverage was also reflected in the share price (Image 1). Since November 30, NMDC has appreciated nearly 17% as buoyant news sentiment fueled optimism about the future prospects.

NMDC_Share_Sentiment
[Image 1: NMDC share price and news sentiment chart]

Production, ratings, contracts, product pricing, and expansion related news items dominated NMDC’s media coverage in the past 1-month (Image 2). Moreover, news coverage under these categories was extremely positive during this period.

NMDC_Top Topics
[Image 2: Top 5 News Topics for NMDC]

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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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