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Alternative Data

Alternative Data
Alt-data driven investment analysis

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04 Jul 2023 13:53

Shenzhou (2313 HK): Contract Mfr for Leading Sportswear Brands Facing Challenging Demand Outlook.

Consensus estimates do not account for customer, retailer, Asian market share shift, macro, alt data and geopolitical risks.

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27 Oct 2022 00:29

FactSet Research Systems: Alternative Data Services & Other Drivers

After many quarters of consistently beating Wall Street expectations on all counts, FactSet delivered a mixed result in the last quarter exceeded...

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03 Nov 2020 14:51

China E-Commerce [Alt Data]: Alibaba/JD/PDD’s Strong 2Q Growth to Decline in 3Q, But Expected

Revenue growth of top Chinese e-commerce players are expected to decline in 3Q 2020 compared to the strong last quarter based on government e...

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bearishLY
20 Oct 2020 10:55

Z Holdings [Alt Data]: Web Traffic Hints Strong 2Q Shopping Growth but Unlikely to Be Sustainable

Only a marginal QoQ decrease in e-commerce web traffic suggests that similar to 1Q, Z Holdings' 2Q results are also likely to be quite strong, but...

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bullishCyberAgent Inc
19 Oct 2020 11:09

CyberAgent [Alt Data]: Expect C.15% Full-Year OP Guidance Beat but Is Currently Overbought

In this note, we examine the possibility of CyberAgent beating its OP guidance, based on Google Play app rankings for CyberAgent’s hit game titles...

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