Author: Orbit Financial – orbitfin.ai
Thematic research is a typical scenario of doing qualitative analysis on unstructured data, and it has its own challenges when comparing with typical quantitative analysis.
Given the vague definition of a theme, huge volume of news and public filings, and consistent changing of a company’s business strategy, it can be very difficult to track trending themes and companies.
Here is a case study how to use Orbit Insight to quantify a qualitative research.
We setup a number of popular themes on the system. When setting up the theme, we can explicitly definite the keywords as the screening logic. Due to the multi-lingual contents the system has, we can also setup keywords in different languages to monitor companies in the non-English countries.
One of the most important features comparing with a search engine is that the system stores all the search results, with full audit trails, into database, so you can easily run quantitative analysis on the search result.
For demonstration purposes, I setup these themes on the system: 3D printing, alternative finance, artificial intelligence, biotech, cannabis, cleantech, cyber security, digital health, distributed ledger, electric vehicle, ESG, future payments, robotics, virtual reality.
The system runs on all the historical data and on-going updates. I extracted the search result in the last 6 months. Orbit Insight maintains one of the most completed security master on equities, so let’s take a look at the search result distribution of a few typical industries.
Click the below link showing a snapshot of the search result, and on the system you can drill down to company level and browse underlying document that contains the search results.
Please contact us if you are interested in the full search result of all industries – [email protected]