Forging Stronger Links – Using Supply Chain Data in The Investing Process — Panjiva


Forging Stronger Links – Using Supply Chain Data in The Investing Process

Earnings 365 Financing 85 Global 722 Industries 14 Mergers 200

Supply chain data can greatly enrich the investing process. This report, and the accompanying S&P Global Market Intelligence Quantamental Research note, draws together seven major use cases and includes worked examples drawn from previously published material. (1) Supply chain data can provide lower latency, higher frequency and finer granularity than regular financial data, shown by LG Electronics’ recent below-expectations earnings. (2) Anomalous activity, such as Sodastream’s imports ahead of the Pepsico takeover, can be detected including stockpiling, changes in seas...

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