Amenity's NLP extracted Coronavirus commentary from the latest earnings calls to reveal the potential impact on first quarter earnings.
We utilize our key driver framework to identify opportunities in the market where strong company level fundamentals such as Pricing Power, Capital Returns, or Market Position more than offset a horrible industry climate. We zero in on the Natural Gas sector as deserving of a closer look.
We used the Amenity NLP Platform over the last three quarters to generate extractions regarding CapEx across the E&P sector. The results appear to show that E&P management teams and analysts are more focused on capital restraint, as both event counts and net polarity with regard to CapEx have trended positively since Q2’19. This data points to capital restraint being the first step toward investors taking a more constructive stance on the E&P sector which overall will be a wise path for the industry.
What question are executives most avoiding this year? We performed a Deception analysis with our text analytics platform to pinpoint one topic that drove the most deceptive responses by CEOs and CFOs in 2019 earnings calls.
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