Deep Sector Data Research

Overall, we have 8 sets of deep sector data available via feed and formulas(to check):

Bank Industry: The FactSet Banks Industry database gives you access to current, comprehensive, and comparative information on banks securities. Comprised of annual and interim As- Reported data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Banks Industry products provide you with the information you need for a complete investment perspective.

index prototype idea:

  • The universe starts from RBICS L3 = ‘United States Banks’
  • have a minimum security level market capitalization of $100 million;
  • have a minimum monthly three-month average daily trading value $1 million;
  • have a minimum average trailing-30-day stock closing price of $2.00
  • have commercial real estate (CRE) loan greater than 0
  • in the screen, also list a column for CRE characteristics: 1. CRE loan is owner occupied or non-owner occupied; 2. CRE loan is for land, farm, multifamily, or non for land, farm, multifamily.

Composition file and backtest result:

Power and Utility: The FactSet Power and Utilities Industry database gives you access to comprehensive coverage of global power plants which allows users to understand and monitor the ever-changing industry landscape. This dataset includes operational, planned, capacity, technology, retiring power plants etc at a unit level with ownership information and US’ 7 ISOs, which include 128 hubs. Data is sourced from BTU Analytics and Natural Gas Intelligence (NGI). Price is one of the most important data points in any commodity market, so knowing prices for specific regions helps investors understand regional dynamics and how they will impact current and future investments.

Ideas for research: 1. “As a financial analyst, I need to determine the geographic footprint of a company to determine if there are potential M&A opportunities that are a strategic fit for the company I am covering. Eg : I’m particularly interested in Electricite de France SA (EDF-FR) power generation business in United Kingdom as those assets may be a good strategic fit for the company I am covering.
My desired workflow is to determine the operational assets that EDF has in the United Kingdom by fuel
type.”

Idea for research 2. As a competitive intelligence analyst, I need to determine the competitive landscape of an asset in a particular region by ranking the owners of planned wind power plants in ERCOT, MISO, and SPP by planned capacity. My desired workflow is to return all planned wind power plants within the ISOs ERCOT, MISO, and SPP. I then want to aggregate the capacity by owner and return a ranking of companies sorted from largest capacity to smallest

Idea for research 3. As a Financial analyst, I need to model future solar generation they will need to understand some of the specifications of the solar facilities to correctly model generation. My desired workflow is to return operational solar power plants in California, with their Array Type, Azimuth Angle, Tilt Angle, Thin Film

Idea for research 4. As a M&A Analyst I want to find the biggest owner of operational solar power plants in united states to understand the competitive landscape environment. Workflow is to return the owners of largest operational power plants in united states in terms of total capacity

Real Estate: REIT Top Tenants, US REIT Property Details, Property Transactions, Financials, NAV & CAP Rates. For example the property transaction details of Condor Hospitality Trust, Inc. or any of its subsidiaries

Example of total/average book values, occupancy, leasable area and accumulated depreciation for properties owned by Elme Communities in 2021

Example of specified average property details for Residential MultiFamily homes within the Washington-Arlington-Alexandria, DC-VA-MD-WV Metropolitan Statistical Area for 2021 period

example of finding address details for factset_reit_entity_ids

example of how to query the most recent NAV and Implied Cap Rate using the Annual NOI

Special Finance:

Oil and Gas:

Insurance industry:

Technology, Media and Telecom industry:

Metals and Mining industry:

Shipping Data:

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