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Alternative Data Insights for European Investors: Real-World Use Cases.

Alternative Data for European Investors

As economic activity comes online, new data trails are left behind. The most innovative investors leverage this data for alpha-generating insights. Thinknum’s alternative datasets power investment decisions across companies listed in all major European exchanges.

Chemical Companies: Compare Job Openings on Xetra

Savvy investors look to hiring data as a valuable leading indicator of future corporate performance. View the number of open job listings at Lanxess and Linde in real-time, for example. Filter to gain in depth competitive insights into specific market, location, and job categories.

Job postings for chemical companies traded on XE TRA show Wacker Chemie leading the rebound, by

Semiconductor Industry: Analyze Headcount

To proxy for employee headcount, use the aggregated number of LinkedIn profiles that list a company as their employer. Compare competitors’ headcount or track corporate expansion and layoffs.

The LinkedIn headcount for major semiconductor competitors in Europe shows Dialog Semiconductor had the highest month-over-month growth, at 1.65%.

Supermarkets: Compare Foot Traffic for French Grocery Chains

Investors leverage anonymized foot traffic data, gathered from Facebook Places, to glean insights from foot traffic over time. This can be used to measure which businesses are hit hardest by the COVID-19 pandemic in real time.

Foot traffic data show month-over-month visits to Carrefour and Franprix grew at 4.03% and 2.15%, respectively, despite the COVID-induced economic downturn.

Auto Industry: Sales by VW Model

Our car inventory dataset tracks the daily inventories of all major online dealerships through each vehicle’s unique VIN identification number. Users can filter by brand, year, car model, location and other attributes to predict car sales in real time.

New car listings for Volkswagen have been increasing for most models - except the Tiguan, which has dropped 19.99% over the past month.

Real Estate: Map Prices Across Europe

View residential property prices across Europe in a user-friendly map. Filter by specific requirements, such as location, property size, or number of bedrooms and bathrooms, for insights on local and regional real estate markets.

Average rental price for 3-room apartments listed on Vonovia.com, centered around Frankfurt, Germany. Larger bubbles indicate higher rent per apartment.

Luxury Goods: Track Gucci Pricing Trends

View and compare thousands of retailers’ pricing trends. Track changes in the number of discounted items, as well as the percentage discount daily. Use retailer-listed products and discount prices to derive trends in companies’ pricing strategies.

The average price of Gucci products has soared recently. As of Sep. 18 2020, average prices had increased 8.24% year-on-year.

Banking: Track App Ratings for Major Polish Banks

As businesses go mobile, analyze real-time user engagement data from mobile apps and social media. Rank competitors on their number of app reviews and ratings.

User reviews for PKO Bank Polski and Bank Pekao mobile apps have plateaued. The MoM% increase in Apple store ratings for the two polish banks’ digital apps are 3.45% and 2.40%, respectively, as of September 22.

F&B: Food Delivery Wars Across Europe

As the food delivery wars heat up across Europe, map the restaurants that partner with each player to understand where competitors are fighting for market dominance. Display thousands of restaurant locations across Europe in a user-friendly map.

Restaurant locations for the top competitors in the food delivery industry.

Video Games: Track Number of Users for Ubisoft and Gameloft

Thinknum’s Traction dataset is comprised of publicly available metrics harnessed from corporate websites. It tracks user activity for Ubisoft and Gameloft by indexing the number of concurrent users, giving investors a real-time view of who’s winning in the video game industry.

User activity is tracked by the number of concurrent users. The line chart captures the change in active user count for the past year at Ubisoft and Vivendi’s forums.

REITs: Track Hammerson’s Average Event per Square Meter

Track the tenant directories of mall REITs on a daily basis. Identify the total number of tenants for a REIT over time, or a REIT’s exposure to specific tenants. Drill down on a given REIT to find its aggregate vacancy rates or average rent per square meter.

Hammerson, a British REIT heavily exposed to retail destinations across Europe, has seen a 11.88% decline in its average rent per square meter over the past 2 years. Its stock price collapsed during the same time period.